Archived Episodes

Are You, Your Vision, and Your Values aligned with your money? with Joan Sharp

Are You, Your Vision, and Your Values aligned with your money? Changing the Conversation from money to Vision. Title description Do you talk about your Vision and Values then spend money and time on t...

Friday, January 22, 2021

Host: Kornelia Stephanie

Co-Host: Joan Sharp MSFS

View details

Changing the Conversation from money to Vision: Are you now funding your 2021 IRA? With J...

Have you thought about funding your IRA in the beginning of the year? Habit seems to be to fund at the end of year or beginning of the new Year. What if you funded your IRA in the beginning of the year and/or prefu...

Friday, January 8, 2021

Host: Kornelia Stephanie

Co-Host: Joan Sharp MSFS

View details

Are You Afraid to Ask an Advisor Financial Based Questions? with Joan Sharp

Are you nervous to ask Financial Questions to Advisors or those close to you? What is holding you back from asking the questions? We are going to talk about standing up for yourself and asking the questions.

Friday, December 25, 2020

Host: Kornelia Stephanie

Co-Host: Joan Sharp MSFS

View details

Setting a Plan with your Money with Dawnette Palmore

The word budget for most means that we are going to have to tell ourselves that we can't do the things we want or love to do. This is really a false perception. The reality is that we are in control of our budget a...

Friday, February 28, 2020

Host: Kornelia Stephanie

Co-Host: Dawnette Palmore

View details