Unleash Your True Value®

Recent Episodes

As a stay-at-home parent, am I financially protected once I’m married? | Episode 56

Posted November 14, 2018 • 00:18:15

Lisa Zeiderman, Managing Partner, Miller Zeiderman & Wiederkehr, LLP https://mzwnylaw.com/ Lisa and Kathleen delve into the myth that as a stay-at-home...

Should you do estate planning for your pets? | Episode 55

Posted October 17, 2018 • 00:04:00

We all know estate planning is an important part of being financially responsible and leaving things in order for our family so they don’t have to...

Can single women be financially successful? | Episode 54

Posted October 3, 2018 • 00:23:52

Jacqueline Porter, CFP®, Carte Wealth Management In our society, women still are expected to get married as a way of securing their financial future....

Is it inevitable that my kids will control my finances? | Episode 53

Posted September 19, 2018 • 00:25:56

Stacy LeBaron, Host of Community Cats Podcast At a young age, Stacy’s mother taught her to invest, and the money she made from her portfolio allowed...

Will robo-advisors replace human advisors? | Episode 52

Posted August 21, 2018 •

Steve Lockshin, Founder and Principal of AdvicePeriod Will robo-advisors replace human advisors? Find out one thought leader’s opinion in this episode....