In this episode I am joined by Richard Weaver discussing what to think about when selling your business. I have quickly come to realize that the owne...
Planning 101 with Tara Thompson Popernik
While we are so focused on the more sophisticated planning strategies, the most basic planning is often forgotten. In this podcast Tara and I discuss...
Responsible Investing - Is It Here To Stay?
On this podcast I speak with Travis Allen, a senior portfolio manager at Bernstein, discussing the evolution of Responsible Investing. We cover wheth...
Philanthropy with Hans Dekker
Do you give to charity? Are you impacted by tax-reform or losing the itemization benefit? Do you feel that you're missing an opportunity to be more e...