Work Your Money, Not Your Life ft. Roger Ma – PB 192

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Roger Ma, CFP, is an award-winning financial planner at lifelaidout, a publisher strategist at Google, contributor to Forbes, and author of Work Your Money, Not Your Life: How to Balance Your Career and Personal Finances to Get What You Want. He helps people set and reach financial goals that are aligned with their values and […]

Financial Feminist ft. Tori Dunlap of Her First 100K – PB 191

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Tori Dunlap maintains that she was put on this earth to fight for women’s financial rights, help them make what they’re worth, build wealth, and get financially educated. She’s an internationally recognized millennial money and career expert who quit her corporate job in marketing and founded Her First $100K to fight financial inequality by giving […]

Investing in Cannabis and Crypto ft. Courtney Richardson – PB190

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In this P&B episode, Rich is chatting with Courtney Richardson, the founder of The Ivy investor. Courtney is a current attorney and former stockbroker and investment advisor with fifteen years of experience in the financial services industry.  She’s a money nerd with degrees on degrees and a bank of knowledge that had Rich thinking about […]