Latest episodes of the podcast Up and to the Right
Remembering 9/11
21/09/2023
Spotlight: Entrepreneurship with Samir Patel
28/08/2023
2023 Mid-Year Financial Update
26/07/2023
Investment Basics
30/06/2023
Planning College Funding with Curt Mangold
02/06/2023
Headed to a Recession?
11/04/2023
Let’s Dive into SVB and Banks
15/03/2023
Are You Ready to Retire?
01/03/2023
Oil Prices and Artificial Intelligence
15/02/2023
Financial Planning Changes in 2023
23/01/2023
Bears vs. Bulls: A 2023 Outlook
28/12/2022
Our 2022 Year in Review
13/12/2022