Diane Stoddart: Navigating Life’s Twists with Long-Term Care Planning, Pet Tales, and Baseball Banter
When Diane Stoddart of Preparing for Tomorrow joins us, we don’t just talk shop about long-term care—we get personal. As your host, Mike Sedita, I share my own twist with multiple sclerosis at the ripe age of 40, and Diane opens up about her journey, turning her family’s needs into a nationwide mission to educate […]
Lance Lehman: Blending High-Tech Tools with Traditional Advisory to Master Wealth Management and Demystify Financial Planning
Discover the art of wealth management through a cutting-edge fusion of technology and the irreplaceable wisdom of seasoned human advisors with Lance Lehman of Compound Planning. As we sit down with Lance, he unpacks how his firm has harnessed this powerful combination to manage a staggering $1.4 billion, offering a spectrum of services from portfolio […]
