Sep 30, 2019
My guest today is Brittney Castro. Brittney is the founder and CEO of Financially Wise Inc., a Los Angeles-based financial planning firm. After years of working in corporate financial planning, Brittney realized she wanted to work with clients the same way she talks about money with her friends — in a fun, personal,...
Sep 23, 2019
My guest today is Joe Messinger. Joe started his own fee-only financial planning and investment advisory firm, Capstone Wealth Partners, in 2009 after struggling at large national financial service firm to find and provide good financial advice — especially in the area of college planning. Joe is a leading authority...
Sep 16, 2019
My guest today is Greg Rollett. Greg is an Emmy® Award-Winning Producer, Best-Selling Author, and media expert. Greg works with business owners from all over the world to create personality-driven online video and TV shows that generate more leads and sales for their business.Greg Rollett is the host of Ambitious...