336: Financial Planning After Loss | Jeff Treleaven’s Story
Money is never just about money. It’s about the people we love and the future we’re all trying to protect, especially in the moments we never see coming. In this episode of Wealth on Main Street, we sit down with Jeff Treleaven, a teammate at Ascendant Financial, for a conversation that goes far beyond typical […]
200. Set Big Goals in 2024
Wealth Without Bay Street 200: 1st Episode of 2024 “New year, new me” is a thing of the past. How about a New Decade resolution instead? With a decade ahead of us, we have room for growth and forgiveness. Let’s focus on gradual and steady progress towards our goals. Reflect on the past, decide what […]
162. Enhance Your Physical and Financial Well-Being
Wealth Without Bay Street 162: Enhance Your Financial Well-Being Through Energy Flow Every entrepreneurial origin story inspires you to push ahead in your journey. Our guest, Harry Massey, suffered from severe chronic fatigue syndrome, which left him bedridden for over 7 long years. His quest for healing and finding it became his foundation in building […]
161. Create More Certainty and Cash Value: Retirement Planning 2023
Wealth Without Bay Street 161: How To Create More Certainty and Cash Value | Retirement Planning 2023 The late and great Ben Feldman said the best investment is “one that pays the most when it’s needed the most.” For the person looking to build dependable wealth, choosing and deciding where to invest your money can […]