Sept 18, 2024 | FPA E1 | Guest: Margaret J. Hartigan

Chuck catches up with Margaret J. Hartigan, Founder + CEO of Marstone, Inc.. Margaret shares her thoughts on how RIAs can “bolt on” a guided DIY financial planning solution to their practice.
  • Oct 10, 2024
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Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces

Nov 19, 2024 | Schwab Impact E10 | Guest: Michael Kitces

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Nov 19, 2024 | Schwab Impact E9 | Guest: Abby Salameh, Chief Growth Officer - RFG Advisory

Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services

Nov 19, 2024 | Schwab Impact E8 | Guest: Chris Reedy, Managing Director, Head of Business Development - Schwab Advisor Services