When it comes to setting goals, financial goals can be among the hardest to identify, set, and measure. Even within the same household, everyone has a different idea of what it means to set a “money goal.” In this episode, we discuss how to best approach goals regarding our financial needs, wants, and wishes.
Ed and James are joined by real estate mogul, Entrepreneur & best-selling author, Krisstina Wise. Ed, James, and Krisstina discuss the importance of having...
In this episode, we share strategies for getting on the same page as your spouse (financially). Ed & James discuss the importance of compromise,...
In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity...
