Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
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Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
325- Stop Arguing About Words And Start Doing Stuff With Morgan DeNicola
Politically High-Tech
59 minutes
6 days ago
325- Stop Arguing About Words And Start Doing Stuff With Morgan DeNicola
Send us a text We reset the season with a focus on purpose, then sit down with Morgan DeNicola to unpack diplomacy as a daily craft, philanthropy as love of humanity, and mental health as the engine that sustains real impact. The conversation moves from labels vs outcomes to tools anyone can use to stay steady and effective. • reframing distraction with purpose and action • redefining diplomacy as tact, listening and compromise • translating climate and conservation into common goals • pract...
Politically High-Tech
Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
