Videos

Westminster Workplace is to help people who don't have money, get money!
2019.06.03
Wealth management or wealth advisory serves people with money, well. Financial advisers who do that work, help their clients with money, keep their money...
Barber NYC Trip
2019.05.31
We had a lot of great conversations with our clients and prospects this week. Most of what we heard was that we were having discussions that are important...
3 Things For Today
2019.05.21
I have a student loan repayment update, some random thoughts on #DEI in financial wellness and financial coaching for our younger humans in the workforce.
Post Fi360
2019.04.08
Financial Services is an OWG industry. I have attended a couple of conferences recently and it's getting better, but there is a long way to go. Click...
Retirement Savings Issues Facing Women
2019.03.26
International Women's Day may be over but the financial issues facing women are not. Let's keep our eye on the ball and the conversation going!
Tying it All Together
2019.02.27
If you suffer from financial stress, you are more likely to suffer from emotional stress and both will manifest themselves with your physical well-being....
Financial Wellness Update
2019.02.08
We are in the financial services business. If we can’t help the people who need it the most, we should not be able to call ourselves financial services...
Did You Just Say That out Loud?
2018.11.09
Single Working mothers are saving less than anyone else for retirement. Unfortunately and astoundingly when I raise this people will say, “Well they really...
Diversity and Inclusion, Corporate Retirement Plans, Pay Equity
2018.10.17
Much of what I've been advocating is to help companies if people of privilege are saving more than others. My passion here is driven by the desire to equalize...
Financial Wellness, What You Are doing Wrong!
2018.10.03
More on Financial wellness. "You're doing it wrong. You're doing it all wrong!" A little levity for your hump day! We're seeing at least one article...
Discrimination vs Diversity and Inclusion
2018.09.19
Sometimes we get caught up in our own jargon and this may be one of those times for me. A couple people I have spoken to have confused discrimination,...
Corporate Social Responsibility and your 401(k) Plan
2018.09.17
Corporate Social Responsibility and your 401(k) Plan. Whaaaaat? Are we missing an opportunity with our 401(k) plan to show our employees and potential...
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