The New Approach to Retirement Planning: part 3 {PFP Section}

By |2021-02-16T20:01:51-05:00February 16th, 2021|Categories: PODCASTS - Modern Money with Mackey|

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients...

The Head Center – The Dynamics of Money – Using the Enneagram for Conscious Transformation

By |2021-02-16T18:46:51-05:00February 16th, 2021|Categories: PODCASTS - Modern Money with Mackey|Tags: |

Continuing our journey into The Dynamics of Money, this podcast explores the head center, Types 6,7 and 5. If you are a head type, have a boss, spouse or good friend that is a head type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 6,7, and 5.

The Heart Center – The Dynamics of Money – Using the Enneagram for Conscious Transformation

By |2021-02-16T18:47:26-05:00February 16th, 2021|Categories: PODCASTS - Modern Money with Mackey|Tags: |

Continuing our journey into The Dynamics of Money, this podcast explores the heart center, Types 3, 2 and 4. If you are a heart type, have a boss, spouse or good friend that is a heart type, this pod will help you understand more about the habitual ways of thinking, feeling and behaving with money that are naturally present for types 3, 2 and 4.

The Body Center – The Dynamics of Money – Using the Enneagram for Conscious Transformation

By |2021-02-16T18:47:33-05:00February 16th, 2021|Categories: PODCASTS - Modern Money with Mackey|Tags: |

Continuing our journey into The Dynamics of Money, this podcast explores the body center, Types 9,8 and 1. If you are a body type, have a boss, spouse or good friend that is a body type, this pod will help you understand more about their habits of thinking, feeling and behaving with money.

The New Approach to Retirement Planning: part 2 {PFP Section}

By |2021-01-29T14:57:11-05:00January 29th, 2021|Categories: PODCASTS - Modern Money with Mackey|

Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients...

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