RIA Podcasts for you

Registered Investment Advisors Podcast with Seth Greene airs episode 143 on February 28th with David Doss. With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. Listen to this insightful RIA episode about digital asset wealth management.

Great Decisions, Incredible Lives: Retire with Intentionwith John Creekmur airs episode 23 with guest Stephanie Zepeda is a Marriage and Family Therapist specializing in Financial Therapy, particularly in helping couples navigate financial challenges during retirement planning. With a PhD in Marriage & Family Therapy and Texas state licensure, she combines expertise and compassion to transform couples' lives.

See you next time!

The Advisor's Edge Team