WOMEN ON TOP WITH HALEH MODDASSER
In this podcast, Haleh talks with guests who have each made a crack in the proverbial glass ceiling, are making strides to address societal problems, or are supporting the financial future and well-being of women. Through these episodes, we learn about embracing a purpose and lifting others while safeguarding our own future.
THE LOW DOWN
Low Down episodes spend 15-minutes exploring the financial planning topics faced by younger investors who are still building their wealth. Topics will include student debt, building retirement savings, cash flow management, when to start saving through 529 plans and other Next Generation wealth management needs.
PRACTICAL BUSINESS OWNERS' IDEAS SERIES
Join Kurt Geldner as he and his guests explore topics that are relevant to business owners today. Expect discussions of current topics that can affect businesses as they navigate change, growth, or exit. Invest a few minutes to learn about practical ways to add value to your business.