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Thank you for listening to Your Life, Simplified...a podcast about putting life in perspective and having a game plan. To sign up for our monthly newsletter containing additional information to help make your life easier, visit our website. In addition, be sure to subscribe so you don't miss an episode.

Sep 28, 2021

If you or someone you know is just getting started on the financial paths of life, there are many routes to choose and potholes to avoid. We invite a group of our advisors to sit down and share some tips on how to thoughtfully build wealth based on conversations they’ve had with their clients and experiences in their...


Sep 7, 2021

When looking for ways to improve success within an organization or business, individuals may consider reaching out to a consultant for recommendations. Another avenue for this goal, that employs a more collaborative approach, is leadership coaching. We invite Teresa Carey, CEO  and president of PerformancePointe, to...