Jay Coulter, CFP®, CIMA®Jul 25, 2022Financial Psychology Conversations with Dr. Preston Cherry (EP232)Dr. Preston Cherry joins Jay Coulter for a conversation on topics around Financial Psychology.
Jay Coulter, CFP®, CIMA®Apr 27, 2021How I Serve with Ross Marino (EP176)Ross Marino has endured a lot of obstacles in his life to reach where he is today. He shares his journey and new book "Shaping Change".
Jay Coulter, CFP®, CIMA®Mar 29, 2021Shaping Wealth and Funded Contentment with Brian Portnoy (EP 166)Financial Wellness expert Brian Portnoy of Shaping Wealth comes on to discuss his 'Funded Contentment' framework.