The Next Chapter E6 with Michael Walker Explore Michael Walker’s journey to retirement, the financial twists and lessons learned, and how it shapes Lorrie’s approach as a financial advisor.
Brains, Beliefs, and Bank Accounts: Understanding Financial Behavior We sat at lunch and she shared with great excitement news of her new job earning twice her previous salary. […]
What Joshua Trees Teach Us About Resilient Stocks It’s the oddest tree I’ve ever seen! It looks like it is straight out of Dr. Seuss’ The Lorax. Its […]
Contrary to Commentary E9 Explore how legacy planning is evolving in today’s economic climate. From inflation’s impact to changing family dynamics, this podcast breaks down what legacy looks like now.
The Next Chapter E1 In the first episode of The Next Chapter, a former business owner turned advisor shares her personal finance journey and passion for helping others plan for life’s next stage. Listen now.
The Legend of Foxy Flex I love a great story about someone who gets all the “goody” out of something before they replace it. I’ve […]
The Long View: In Zach’s Own Words Kurt has done a great job introducing me in a few of the last few blogs, but now he has […]
How Sara Penny Found Freedom Through Hiking and Financial Planning On a recent episode of the “Health and Wealth” podcast, I had the pleasure of speaking with Sara Penny, an […]
Financial Education. Who, What, Where, When, Why and How? Chad Jones, one of my partners here at Allen & Company, writes a blog about KIDS & MONEY. The blog […]
Health & Wealth E29 Kurt Elmhorst Discover how travel is good for mental health in our latest podcast. Explore budget-friendly ways to rejuvenate the mind and soul, proving meaningful trips don't have to break the bank.
We’re Debt-Free!!! This is a picture of two people who ate many more meals at home than in restaurants; who gave up […]
The Season of Giving Christmas: the season of giving! What is it about Christmas that brings out generosity in so many people? Whether it’s […]
