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“Every client deserves the right to invest according to their values.” This is a quote from one of our guests, Mark Reifer. He's a financial advisor, and certified kingdom advisor (CKA), with a long history of managing portfolios and experience in biblically responsible investing. He emphasizes the…
In this podcast conversation, our guest is Samantha Tiller, the owner and founder of Lumina Coaching. She is a life transition coach specializing in helping people navigate significant life changes, particularly retirement. With her expertise, she helps clients find meaning, purpose, and direction …
The conversation continues with guest, Samantha Tiller who focuses on eight key areas where retirees need to be intentional in order to achieve peace of mind during their retirement. If you missed the last episode, be sure to go back and watch & listen to the first three areas of the “Retire We…
Today, we’re joined by Starla Hendricks, Vice President of Intermediary Sales at KEEP by Stone Castle. With over 30 years in financial services, Starla works closely with RIAs and wealth managers to help them navigate the cash and deposit landscape, providing solutions like KEEP—a high-yield, FDIC-…
Descargo de responsabilidad: El podcast y el arte incluidos en esta página son de Stephen Stricklin, CFP®, que es propiedad de su propietario y no está afiliado ni respaldado por Listen Notes, Inc.