Jon and Jim talk with CEO of Pocketnest, Jessica Willis, inventor of the first financial planning and wellness app of its kind – hear how it is changing lives!After two decades in wealth management co-managing $1 billion for more than 300 families, Jessica Willis...
Jon and Jim talk with Jay Close, Co-Founder of Motive Wealth Advisors, about “sustainable investing.” This topic has surged dramatically in 2020; and is likely to become even more popular under the current administration. Come learn what it means for your portfolio...
Jon and Jim talk with CEO Gibran Nicholas of Mementifi about the power of story and how it will grow your business! Gibran Nicholas is the founder and CEO of Momentifi, a CRM sales technology company based in Alpharetta, GA. Gibran is also the host of The StorySeller...
Jon and Jim talk about how to build your wealth with Maria Montie, Managing Partner at ShindleRock.Maria specializes in tax planning and compliance for individuals, estates, trusts and mid-market businesses. Adept at interpreting tax legislation and its myriad...
Jon and talk with Josh Hunnicutt, Owner of New Species CrossFit, a fitness and athletics gym. Josh and his team of coaches passionately strive to unleash the athlete living within each one of us, whether it be a 74 year old grandmother or a professional boxer. They...
Jon and Jim talk with Joanne Giardini-Russell, Chief Medicare Nerd at Giardini Medicare, a virtual agency (long before Covid) helping people get Medicare placed properly. They specialize in Medicare and only in Medicare.Joanne Giardini-Russell set out a few years ago...
