• Investment Managers vs. Wealth Managers vs. Family Offices with Mike Krol CFP®, CPA
    Apr 24 2024

    On this month's show, Ali is joined by Mike Krol to delve into how the financial services industry has evolved over the years, and explore its implications for individuals seeking financial advisors in today's market.

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    32 mins
  • What The Finance - Assessing The Need For Accident Insurance
    Apr 10 2024

    On this episode of What the Finance, Ali shares some personal stories about how accident insurance can play an important role in a family's financial plan.

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    7 mins
  • From News Anchor to Business Owner: Navigating Career Shifts with Sheila Hyland (EP. 21)
    Mar 27 2024

    In this month's episode, Ali and guest host Lynne Schultz are joined by Sheila Hyland to explore the specific hurdles women encounter in traditionally male industries, and the essential skills for successful career transitions.

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    41 mins
  • What the Finance - Financial Planning Issues Unique to Women
    Mar 13 2024

    In this episode of What the Finance, Sam tackles important financial topics that relate specifically to women.

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    12 mins
  • Preparing for Divorce with Ana Lisa Petrella (EP. 20)
    Feb 28 2024

    On this month's show, Ali and Sam are joined by Ana Lisa Petrella to discuss key considerations when preparing for divorce proceedings and how to help build a strong financial foundation post-divorce.

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    40 mins
  • What the Finance - Converting a 529 to a Roth IRA
    Feb 14 2024

    In this episode of What the Finance, Ali breaks down some key considerations when looking at the new 529 to Roth IRA conversion strategy.

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    10 mins
  • Examining 2023's Financial Markets and the Road Ahead with Ben Greenfeld, CFP® and Patrick Ellsworth, CFA (EP. 19)
    Jan 23 2024

    On this month's show, Ali is joined by Ben Greenfeld and Pat Ellsworth to discuss what happened in markets over the previous year, and what areas to keep an eye on for 2024.

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    33 mins
  • What the Finance - 6 Ideas to Set Yourself Up For Success in 2024
    Jan 8 2024

    In this episode of What the Finance, Sam gives listeners 6 ideas they can use to start the new year off on a good foot.

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    10 mins