O TYM PODKAŚCIE 🔗
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
Częstotliwość aktualizacji:
biweekly
Średnia długość dźwięku:
28 minutes
Język angielski
Stany Zjednoczone
32 odcinków
od 6 sierpnia 2025
episodic
W TYM PODKAŚCIE 🔗
NAJNOWSZY ODCINEK 🔗
Joining a nonprofit board can be a meaningful way to put your experience and expertise to work for a cause you care about. But before you say yes, it's worth understanding what comes with the seat.
On this episode of Between Sips, Jessica Gibbs, CFP®, turns the tables on co-host Emily Harper, CFP®…
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Between Sips.
POPRZEDNIE ODCINKI 🔗
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…
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…
Zastrzeżenie: Podcast i grafika osadzone na tej stronie pochodzą z Monument Wealth Management, który jest własnością jego właściciela i nie jest powiązany ani wspierany przez Listen Notes, Inc.
WYSZUKIWARKA PODCASTÓW
Możesz skorzystać z naszej strony internetowej, aby wyszukiwać podcasty3,830,101i odcinki196,578,054według osób, miejsc lub tematów.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
WYSZUKAJ MINIONE ODCINKI
Wyszukaj minione odcinki Between Sips.
ZGŁOŚ PRAWA DO TEGO PODCASTU
Why to claim podcasts?
If you are a podcaster, the best way to manage your podcasts on Listen Notes is by claiming your Listen Notes
podcast pages.
It is a great, free way to engage the podcast community and increase the visibility of your podcasts.
After claiming your Listen Notes podcast pages, you will be able to:
✓
Manually refresh the RSS feed to sync up
✓
Get a verified badge (
✓
) alongside with your podcast name on Listen Notes
✓
Post ogłoszenia drobne for sponsorship,
guests, co-hosts,
cross-promotion...
✓
Respond to listener comments on Listen Notes
✓
Use speech-to-text techniques to transcribe your show and
edit transcripts
✓
Improve the presence of your podcasts, e.g., self-service
wywiad z podcasterem...
✓
If you share your Listen Notes page and at-mention @ListenNotes
on X (formerly Twitter),
nasze oficjalne konto na X (dawniej Twitter) will retweet to promote
your show to our followers.
Coming soon:
◯ Self-service promotion on Listen Notes
◯ Track your podcast stats on Listen
Notes, e.g., listens, page
views...
◯ Manage episodes
EDYTUJ
Dziękujemy za pomoc w aktualizowaniu podcastowej bazy danych.
