INFORMAZIONI SU QUESTO PODCAST 🔗
Time for a coffee break? Jessica Gibbs, CFP®️ and Emily Harper, CFP®️ answer the most pressing questions successful people ask about using their wealth to create an option-rich life—served one sip at a time.
Have a question you want answered? Send it to: betweensips@monumentwm.com
Have a question you want answered? Send it to: betweensips@monumentwm.com
Frequenza di aggiornamento:
biweekly
Durata media dell'audio:
28 minutes
Inglese
Stati Uniti
31 episodi
da 06 Agosto 2025
episodic
IN QUESTO PODCAST 🔗
ULTIMO EPISODIO 🔗
If something happened to your parents tomorrow, would you know what to do?
You don't need to know every dollar they have or every detail of their financial plan. But you should know enough to find your way: who can make decisions on their behalf, where important documents are kept, who their key p…
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EPISODI PRECEDENTI 🔗
When market volatility hits, the default advice is usually to "take the emotion out of investing." But neuroscience tells us something very different: emotions are woven into every level of how our brains process information and make decisions. You can't simply turn them off.
In this episode of Be…
The traditional "work until 65 and stop completely" model is no longer the only way to plan for your future. With Americans increasingly valuing flexibility, career pivots, and experiences during their healthiest years, retirement planning has evolved into a dynamic spectrum of choices: from serial…
When you're navigating your career, pushing harder often feels like the default setting. But as you build real wealth, the question changes: what costs more? Taking an extended mid-career break, or never giving yourself permission to step away?
In this episode, Emily and Jessica explore why a sabb…
Most parents focus on saving for tuition and managing dorm room move-in logistics. The reality is that the minute your child turns 18, they are legally an adult, and parents lose automatic rights to make medical or financial decisions on their behalf.
In this episode, Emily and Jessica break down …
When children are young, dividing everything equally makes complete sense. But as your family evolves, adult children forge different paths. Some launch successful careers in high-tax states, while others step into caregiving roles, run family businesses, or need long-term support.
Defaulting to a…
Have you ever caught yourself staring at your net worth statement wondering: Am I financially okay? Or, What's the number I need to feel stable?
Here's the thing: being okay is a feeling, not a figure. And the idea of a single "magic number" is mostly a myth. In fact, a Nationwide survey found onl…
You've built a great corporate career. You've climbed the ladder, hit your stride, and established real stability. But for high-achieving executives, the next logical evolution may not be another corporate promotion, but taking your expertise into independent consulting, a business ownership portfo…
You've built substantial wealth through a high-earning career or business enterprise, carefully navigating your path with dedication. But when you sit down to formalize an estate plan, you quickly run into a frustrating reality: almost every estate planning blueprint assumes a linear default of pas…
You've spent decades building your wealth, navigating market cycles, and making intentional sacrifices to secure your financial foundation. But a new question arises: At what point does it make sense to start sharing that success with your adult children?
Waiting until your children are in their 6…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Monument Wealth Management, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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