Jun 30, 2022
On today’s episode, Amy Castoro joins us to explore her definition of balance and how it’s shaped her journey in generational wealth planning. She has many years of experience helping families transition high net-worth wealth, keeping families unified and in control of their assets. As an author, keynote speaker,...
Jun 23, 2022
On today’s episode, Gabriel Shahin a CFP, founder of Falcon Wealth, and radio show host joins us to explore his career and how he’s found balance as a professional. Starting in 2003 within national banks, Gabriel has found his passion early on working with clients but struggled to find a culture that he valued. With...
Jun 16, 2022
On today’s episode, Greg Kurinec, an advisor with Bentron Financial Group, joins us to explore his background in the industry and how he’s found balance as an advisor. Greg enjoys serving others and has found his passion through his work.
Work-life balance for Greg is freedom. Freedom to pursue his opportunities and...
Jun 9, 2022
On today’s episode, Katiya Xiong, a business coach, and entrepreneur joins us to break down her passion for helping advisors. She believes in connecting with people on the human level with a high-tech approach. While she got into financial services by accident, she found that advisors need strategic solutions to...
Jun 2, 2022
On today's episode, the creator of Cash Map, Dennis Williams joins us to explore how he’s helping people confidently use more of their money, save more, and enjoy their life more. Through his services, he’s seen advisors struggle with balance while facing his own issues with balance.
As a business owner and...