Financial Conversations You Can Learn From
Podcasts About Retirement, Wealth and Financial Decisions
This is where you’ll find us talking through important financial questions on different podcasts.
Ep #183: From CSA to Firm Owner with Lauren Williams
Lauren Williams is the Co-Founder and Family Wealth Advisor at Prosper Plan. She joins the show to share her journey of entering the financial planning profession.
Lauren Williams: Empathy, Expertise, and Empowerment: A Journey in Financial Planning
Lauren Williams, co-founder of Prosper Plan, has a unique perspective on financial planning shaped by her early exposure to economics through her mother's career in the oil industry in Houston.
Ep #205: Leaving a Large RIA to Start a Small RIA with Chris Grellas
Chris Grellas is the co-founder of ProsperPlan Wealth, and he joins the show today to share his wild college journey that brought him into the financial planning profession.