Latest Episodes
Career planning and behavioral finance discussion with Mark Brice of Mindful Asset Planning.
The team discusses internships, career tips, and best practices, along with a discussion on behavioral finance and its impact on your money decisions. Mark is a guest ...
Roundtable Discussion: Planning for your Internship and Job Search
In this episode, the team discusses their successful internship and job search process.Aidan Ryan, Charlie Frazzini, and Austin Deike; Financial Planning Majors, all h...
The Importance of Employee Benefits in your Career Search
In this episode, the team talks with Carter Morrissette, a recent college graduate and new financial planner about the importance of employee benefits in your career p...
Setting Financial Goals
In episode six, the team interviews two successful financial planners who discuss best practices for setting financial goals. Episode five covered ways to successfully...
Tracking your money through budgeting
In episode number five, the team reviews various ways to track expenses while highlighting three different approaches. The purpose of tracking expenses is to help find...