CMC Financial
Why Money Choices Get Easier When You Start With Values with Brendan Frazier - Part 1 (Ep. 38)
Turning Setbacks into Charcuterie: How Jessica Snead Built Petal & Platter (Ep. 37)
Year-End Financial Planning with Andy Graffeo (Ep. 36)
Santa's Take on Holiday Spending (Ep. 35)
What Gen Z Gets Right (And Wrong) About Money - Part 2 (Ep. 34)
What Gen Z Gets Right (and Wrong) About Money - Part 1 (Ep. 33)
The Importance of Setting Insurance Goals with Eileen Shovlin - Part 2 (Ep. 32)
The Importance of Setting Insurance Goals with Eileen Shovlin - Part 1 (Ep. 31)
What Rental Owners Get Wrong About Depreciation (Ep. 30)
Is It a Business or a Hobby? How the IRS Decides (Ep. 29)
How Women Are Reshaping the Future of Financial Management With Jillian Berry - Part 2 (Ep. 28)
How Women Are Reshaping the Future of Financial Management With Jillian Berry - Part 1 (Ep. 27)
Behavioral Economics in Investing: Mastering Your Financial Mindset with Matt Sommer (Ep. 26)
Financial Planning for Couples: Merging Lives and Finances with Amanda Callahan (Ep. 25)
The Financial Puzzle Playbook is ONE! (Ep. 24)
Event Planning and Financial Goals: A Perfect Match (Ep. 23)
Plan Your Dream Event Without Breaking the Bank: Tips from Amanda Callahan (Ep. 22)
How Financial Literacy Fits into Your Financial Puzzle with Victoria O’Tool (Ep. 21)
Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)
Simplifying Investments with Rick Wedell (Ep. 19)
Understanding the Psychology of Money with Brendan Frazier – Part 2 (Ep. 18)
Brendan Coming To BHAM Event
Understanding the Psychology of Money with Brendan Frazier – Part 1 (Ep. 17)
Investment Basics: Is Your Investment Portfolio Ready for the New Year? (Ep. 16)
Understanding Tax Deductions for Charitable Contributions with Andy Graffeo (Ep. 15)
eMoney Portal at CMC FINANCIAL
Navigating Holiday Stress with Jennifer Sumpter (Ep. 14)
A College Student's Guide to Cash Flow and Investments with Victoria O’Tool (Ep. 13)
You Inherit an IRA, Now What? (Ep. 12)
Maximize Your Retirement Savings: Tips on 401(k) and Roth 401(k) (Ep. 11)