Title: “Choosing the Right Tech”
Guest: Laura Holt – WealthTech Matchmaker
Interviewer: Phil Sharkey – The Hire Authority
Stories of Entrepreneurship
“Advice for Advisors” with Mike Byrnes of Byrnes Consulting
Title: “Advice for Advisors”
Guest: Mike Byrnes – Byrnes Consulting
Interviewer: Phil Sharkey – The Hire Authority
“Money Mindset Matters“ with Leisa Peterson of WealthClinic
Title: “Money Mindset Matters“
Guest: Leisa Peterson – WealthClinic
Interviewer: Jonathan Freedman – Mage LLC
“Improving Women’s Access to Financial Literacy” with Michelle Taylor of Women in Wealth Initiative
Title: “Improving Women’s Access to Financial Literacy”
Guest: Michelle Taylor – Women in Wealth Initiative
Interviewer: Jonathan Freedman – Mage LLC
“Finance for Positive Change” with Andy Posner of Capital Good Fund
Title: “Finance for Positive Change”
Guest: Andy Posner – Capital Good Fund
Interviewer: Jeffrey Davis – Mage LLC
“Money Management for Millennials” with T.J. van Gerven of Modern Wealth Builders
Title: “Money Management for Millennials”
Guest: T.J. van Gerven – Modern Wealth Builders
Interviewer: Jeffrey Davis – Mage LLC
“Taking the Bite Out of Bookkeeping” with Matt Tait of Decimal
Title: “Taking the Bite Out of Bookkeeping”
Guest: Matt Tait – Decimal
Interviewer: Jeffrey Davis – Mage LLC
“Redefining and Reframing Finances” with Ruchi Pinniger of Watch Her Prosper
Title: “Redefining and Reframing Finances”
Guest: Ruchi Pinniger – Watch Her Prosper
Interviewer: Jeffrey Davis – Mage LLC
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