Category: Financial Planning
Blog
The ‘Way’ We Approach Money and Life with Bonnie Bailey, CFP®
We launched the podcast last episode by sharing the meaning behind the name of the show in order to provide the foundation for where we want to go each week. Today we’re going to drill down a little deeper and discuss the ‘Way’ and what it means in our day-to-day lives. To help us do this, we asked Bonnie Bailey, CFP®, VP of Business Development and Wealth Advisor, to be our guest and share her view on what this means within our company and for our clients. She has an incredible story about how she ended up in this industry...read the full article
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Blog
The Meaning Behind The Way2Wealth®
Welcome to the podcast. We’re excited to be rolling out the first of many episodes that we’ll use to help better prepare you for retirement by teaching you about the approach we take every day with our clients. Before we get into the specifics of financial and retirement planning, we wanted to set a foundation for the podcast and what you can expect as we move forward. The best way to do that is by giving you some background on our host, Scott Ford, and what The Way2Wealth® idea is all about. As you’ll hear on this debut episode, the...read the full article
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