Travis ParryMay 25, 20231 min readEp 122: The Power of Priorities and Planning with Mike KendraToday we are joined by Mike Kendra, CFP®, co-founder of FP Solutions RI, an outsourcing company that provides support to financial advisors.
Travis ParryApr 7, 20222 min readEp 30: Contingency Planning and Change with Ross Marino When life happens, it can be really hard to make decisions, but those decisions move the needle. Today, Ross Marino, the financial advisor,