Ideas worth sharing.

Season 1 | Episode 25 Brian Portnoy, PhD and author, is the founder of Shaping Wealth—a learning technology platform transforming the human ...

Season 1 | Episode 24 At a moment when consolidation and private equity money are flowing, it’s rare to find a firm like Keel Point that has...

Season 1 | Episode 23 On this episode, we had the chance to chat with Sam Gammell, Head of Marketing at Capital Group Private Client Service...

Season 1 | Episode 22 In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a wom...

Season 1 | Episode 21 In this episode, Kara Murphy, Chief Investment Officer at Kestra Investment Management, shares her experience as a wom...

Season 1 | Episode 8 Dani Fava’s name is synonymous with innovation. She was previously the Director of Institutional Innovation at TD Ameri...

Season 1 | Episode 20 Mike Walkinshaw and Mark Bakker from TIMIA Capital join us to share their mission to reimagine venture capital funding...

Season 1 | Episode 19 Adam Cox is the Chief Wealth Management Officer at The First National Bank in Sioux Falls. After years of focusing on ...

Season 1 | Episode 18 Jim Gebhardt and Matthew Grishman are the founders of Financial Sobriety – a book and award-winning podcast. As financ...

Season 1 | Episode 3 Carl Richards is a Certified Financial Planner™, creator of the Sketch Guy column, appearing weekly in The New York Tim...