This Week on our Advisory Shows

This Week on our Advisory Shows

Registered Investment Advisors Podcast with Seth Greene airs episode 215 on July 30th with Drew Shockley. Drew Shockley is the Co-Founder and Head of Development at Move Health. Listen to this informative RIA episode about how technology is simplifying complex healthcare decisions.

The Sharkpreneur Podcast with Seth Greene airs episode 1166 on July 28th with Norman Farrar Norman Farrar is a visionary entrepreneur who provides online marketing and manages eCommerce solutions for brands. Listen to this informative Sharkpreneur episode about the shifting landscape of Amazon.

The Sharkpreneur Podcast with Seth Greene airs episode 1167 on July 30th with Blake Harris. Blake Harris is the founding principal at Blake Harris Law, specializing in offshore asset protection for clients worldwide. Listen to this informative Sharkpreneur episode about the importance of offshore asset protection.

Sterling Insights with Roger & Katherine Silk airs a Bonus Episode on 7/31 with Moshe Pelberg. In this episode, Moshe Pelberg, a dedicated CPA, shares stories of both successful financial resolutions and challenging errors he faced with clients. His commitment to transparency, niche expertise, and willingness to refer clients to specialists underscore his integrity and client-centered approach in the intricate world of tax law.

Sterling Insights with Roger & Katherine Silk airs episode 33 on 7/30 with Morgan Nichols. Morgan Nichols, CEO of Life Branch Wealth Partners, shares her journey from corporate finance to financial advising, emphasizing the importance of aligning personal values with strategic career moves. Through mentorship and a holistic financial planning approach, Morgan helps clients navigate transitions, aligning financial strategies with unique values and goals for deeper connections and effective outcomes.

See you next time!