Podcast

Brad and Charlie and Josh (now… with #Schwaber!) talk about 401Ks and switching employment. Do you have a long-neglected account? In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we…

Brad talks to Stefanie O’Connell, author of The Broke and Beautiful Life, about investing and her finance adventures

Brad and Charlie talk about the next type of personalized advisors, for your future.  

Brad Sherman, of Sherman Wealth Management, talks with Charlie Birney about financial standards – Fiduciary and Suitability. Do you know the difference?