Adam from Tampa is skeptical about working with a financial advisor and wants to know how to invest on his own. “For most of my life, I have been told what to do with my…

For our Fintech Spotlight segment this month, we are featuring our sponsor, Facet Wealth. They make working with a Certified Financial Planner professional simple and convenient.  I’ve invited a founding member and the Chief Evangelist…

It is so important to evolve and to keep up with the ever-changing world. Because when we’re complacent and stuck in our ways, opportunities, excitement and potential wealth can pass us by. I’ve invited someone…