On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Friday Feb 28, 2025
Friday Feb 28, 2025
This week, we explore three essential questions you should be asking your advisor—are you leaving money on the table? Mary Lyons, The Wealth Woman, and Eric Alexander reveal key financial oversights that many advisors miss, potentially costing you valuable income opportunities.