October 16, 2020

Mastering Your Money Series with Patrick ^NEW

What Do The (Mutual Fund) Stars Say?

Michelle Smith CEO, CDFA, Source Financial Advisors

August 21, 2020

Mastering Your Money Series with Patrick

Stylin’ with Style Boxes – Understanding Style Box Categorization is Useful in Determining How an Investment ‘Fits

Michelle Smith CEO, CDFA, Source Financial Advisors

July 10, 2020

Mastering Your Money Series with Patrick

Deconstructing Gold’s Shining Moment…and Why it Matter$

Michelle Smith CEO, CDFA, Source Financial Advisors

June 23, 2020

Source Financial Advisors Mastering Your Money/IMPACT Edition featuring special guest Jay Lipman, Ethic Investing

Michelle Smith CEO, CDFA, Source Financial Advisors

Jay Lipman Co-founder & President, Ethic Investing

June 16, 2020

Discovering how to Align Passion With Purpose for your Post Divorce Endeavors

Michelle Smith CEO, CDFA, Source Financial Advisors

Sheilah Crowley CEO, The Summit

June 4, 2020

Master Your Financial Future – An Introduction to the Wife2CFO Platform

Michelle Smith CEO, CDFA, Source Financial Advisors

Elise Pettus Founder, Untied

May 29, 2020

Mastering Your Money Series with Patrick

How Credit Card and Other Debt Can Be An Investment Opportunity

May 15, 2020

Mastering Your Money Series with Patrick

Market Clichés – Fact or Fiction, and Should We Pay Attention to Them

May 8, 2020

Mastering Your Money Series with Patrick

Price Earnings Ratio

Apr 15, 2020

Money, Divorce and Coronavirus

Elise Pettus Founder, Untied

Michelle Smith CEO, CDFA, Source Financial Advisors

Andrea Vacca Vacca Family Law Group