Apr 27, 2021
In this episode, Steve talks with Bruce Herbert, Founder and CEO of Newground Social Investment in Seattle, Washington. Newground focuses on helping clients make a socially responsible impact with money.
Whenever money moves, it has an impact. Investing responsibly and thinking long-term has changed company policy for...
Apr 12, 2021
In this episode, Steve talks with Clint Haynes, CFP and Founder of NextGen Wealth in Lee’s Summit, Missouri. A self-proclaimed early-adopter, Clint stresses the importance of leveraging technology and creating efficiencies.
Clint has worked in the financial services industry for more than 20 years. He spent the first...