# Emily Harper

熱門 Podcast 單集
已更新:

ROOM SEVEN - Every room in the hotel has a ghost… except one.

Every room in the hotel has a ghost… except one.   Casa Esencia sits alone on the cliffs — a wedding venue that makes its money by being beautiful and just a little bit haunted. The staff talk about the dead like beloved relatives living upstairs. The bride who's always searching. The littlegirl ch…

Who Should Start the Family Wealth Conversation? With Emily Haper & Jessica Gibbs, Monumental Wealth

Who goes first when it’s time for “the conversation”?  Inheritance, legacy, and values transfer are on everyone’s minds, but families keep waiting for the perfect moment, and it rarely comes. In this episode of Visionary Advisor, Alex Kirby (founder of Total Family) chats with Emily Harper and Jess…

Why Later Could be a Plan for Never with Emily Harper

Most people know they should have estate documents in place. Fewer people understand that the documents are only part of the work. In this episode, Craig talks with Emily Harper of Monument Wealth Management about why estate planning often stalls, why families postpone the hardest decisions, and wh…

Before You Join a Nonprofit Board

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®…