Each season, David Holland assembles panels of expert guests and professionals, who are each accomplished in their specialized fields, to discuss a wide array of interesting topics - Topics that affect your personal finances and retirement planning. Panelists include many CERTIFIED FINANCIAL PLANNER™ Professionals as well as experts in the area of psychology and money! Our Archives include dozens of different interesting and informative panel discussions.
Shardea Ages, CFP®, Greenwood Wealth Management · Kamila McDonnough, CFP®, President of GRID 202 Partners · Akeiva Thomas, MSFP, CPA/PFS, CFP®, Founder of The Bemused Channel
Dr. Brad Klontz, Psy.D., CFP®, Financial Psychologist · Kristy L. Archuleta, Ph.D., LMFT, Financial Therapist, and Professor of Financial Planning, University of Georgia. · Art Markman, Ph.D., Professor of Psychology & Marketing, University of Texas at Austin
Stephanie Barnier, CFP®, Founder, Clear Sky Wealth · Kathy Longo, CFP®, CAP®, CDFA®, Founder, Flourish Wealth Management · Katherine Liola, CFP®, BFA™, CRPC®, AIF®, Founder and CEO, Concentric Private Wealth
Kaya Ladejobi, CFP®, Founder, Earn Into Wealth Strategies · Lauryn Williams, CFP®, Founder, Worth Winning · Chloe A. Moore, CFP®, Founder of Financial Staples, LLC & C-Level Consultants, LLC
Elizabeth K. Hand, CFP®, Pleasant Wealth, LLC · Cary Carbonaro CFP®, Author of The Money Queen's Guide For Women Who Want to Build Wealth and Banish Fear · Amy Hubble, PhD, CFA, CFP®, Principle Investment Advisor, Radix Financial, LLC
Ellen Rogin, CPA, CFP®, Speaker, Money Expert, NY Times Best-Selling Author · Laura Scharr, CFP®, Principal, Ascending Financial Planning, LLC · Kimberly Foss, CFP®, CPWA®, President, Empyrion Wealth Management
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