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56% of Americans say their parents never discussed money with them. In this Couchside Conversations episode, Wealth Advisors Eric Selter, Priscilla Brehm, and Chris Galeski discuss why so many families avoid these conversations... and why they shouldn’t. They highlight how thoughtful family meeting…
Each generation is shaped by its upbringing and the defining events of its time. In this episode of Couchside Conversations, Wealth Advisors Sophie Leahy, Austin Overholt, and Beau Wirick explore how these influences shape financial decisions across generations: Baby Boomers, Gen X, Millennials, an…
What happens when the home you love no longer supports the life or community you want? In this thoughtful conversation, COO & CMO Stacey McKinnon interviews newly retired advisor Jason Naiman about how he and his wife, Sandy, have been weighing the decision between staying in their longtime hom…
Somewhere between building a career, raising children, supporting aging parents, and becoming the new leader of one’s family, life gets complicated. In this episode of Couchside Conversations, Wealth Advisors Stacey McKinnon and Chris Galeski unpack the realities of midlife: a chapter in which resp…
Most couples wait an average of seven years longer than they should before going to therapy. Seven years of unspoken assumptions, avoided conversations, and tension that could have been addressed so much sooner.In this episode of Couchside Conversations, Advisor Beau Wirick sits down with licensed …
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Modearn®, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.