Podcasts
Listen to the Podcast Below On today’s show we will be talking to Eric Munson & Michael Block. Eric Munson co-founded Adit Ventures in 2014 at the request of family offices seeking to obtain shares in select late-stage venture-backed growth companies. His 35 years of experience include work in alternative asset management, corporate finance, mutual […]
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Listen to the Podcast Below We all want to succeed and grow in a few key areas of life: our relationships, our careers, and our finances. There is so much potential in each one of us, yet sometimes we fall prey to thinking “if only I had ___, then I could be more successful!” Jonathan […]
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Listen to the Podcast Below Jonathan guests on the Richer Soul podcast, hosted by Rocky Lalvani. Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Jonathan’s parents taught him to give and save. They instilled the value of setting and achieving goals. Highlights from this episode: Mixing […]
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Listen to the Podcast Below On today’s show, we will be talking to B.J. Kittredge, a former health care professional and educator. Her new book, with Thelma Reese, is titled: How Seniors Are Saving the World: Retirement Activism to the Rescue. In their new book, they share inspiring true stories of seniors working with vigor and purpose. They argue […]
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Listen to the Podcast Below On today’s show, we will be talking to Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. […]
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