Feb 28, 2023
Today we’re joined by Gabe Lapito, MBA, CPA/PFS, CFP®, AIF® of Strategic Retirement Plans to talk about his successes and challenges in finding balance at work and at home.
Lapito’s journey from the College World Series to a successful financial advisor in Montana is one we’ll discuss on the show today....
Feb 23, 2023
Today we’re spending some time with Mark Willis, CFP®, who has made it his mission to help people think differently about their money and their future.
In this episode, we’ll find out how he’s been able to find balance in the middle of a busy career and why he says balance is key to reaching our potential.
Feb 21, 2023
The common spot business owners always point to when asked about challenges is letting go and learning to delegate. It’s extremely difficult to turn responsibility over to someone who might not have the same level of knowledge or passion over the business, but it’s critical to growth and balance.
Today’s guest...
Feb 16, 2023
How will your children remember you when you’re gone? That’s a question every parent asks themselves and it’s often what motivates us to work as hard as we do to be successful.
Our legacy can be achieved in any number of ways, but our guest today has built a platform and a process to help every parent create...
Feb 14, 2023
Most of the struggle with finding balance while growing your business comes at home. Trying to carve out enough time with your family while chasing career goals is such a challenge, but today’s guest has been able to do that despite tragedy.
John Black, CFP®, CLU®, ChFC®, CASL® joins the show today to talk about...