Andrea Corleto and Jenn Arnold, the co-founders of Lyv Health, sit down with Kali to explore the powerful parallels between financial planning and healthcare that supports longevity and sustainability. Andrea…
Read More
Think there’s a secret financial strategy only the ultra-wealthy know about? It might not be that deep. In this episode, Kali and Eric break down why the best path to…
Read More
Join us as we dive deep into college planning, including how to pick your perfect college, reduce how much it costs, and maximize the financial aid available to you with…
Read More
Pull back the curtain on a financial advisor’s personal quarterly financial planning process. In this episode, Eric and Kali share the exact order of operations they use to manage their…
Read More
Estate planning isn’t just for the ultra-wealthy or elderly or “other people who need it but not me.” It’s a critical financial planning step for anyone who is trying to…
Read More
There’s often a big disconnect between what investors expect from the market… and the reality of what good, long-term, properly risk-adjusted investing looks and feels like. Today, we’re tackling that…
Read More
What’s your first money memory? How much are you ACTUALLY saving each year? Where do you have a hard time using your money? These kinds of financial questions rarely come…
Read More
Whether you’re worried about losing your job, concerned about your investments, or just feeling uncertain about the economy, this episode gives you a clear action plan to turn anxiety into…
Read More
Are you constantly running on empty, juggling work, family, and endless household tasks? Then you may need to take advantage of an often-underutilized strategy for high-earning professionals: use your money…
Read More