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Podcasts

Home/Podcasts
PodcastsEric Greenspan2020-10-12T17:34:20-04:00


  • The New Approach to Retire­ment Plan­ning: part 2 {PFP Section}
    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…
    Play Pod­cast
  • The New Approach to Retire­ment Plan­ning: part 1 {PFP Section}
    When Mack­ey began her busi­ness, she approached finan­cial plan­ning from a tech­ni­cal and data dri­ven per­spec­tive. She quick­ly found that clients often didn’t take steps to imple­ment the rec­om­mend­ed plan. In part 1 of the new approach to retire­ment plan­ning series…
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  • Futur­ism & Your Tax and Finan­cial Plan­ning Busi­ness {PFP Section}
    Change is a uni­ver­sal con­stant. You want to be equipped to embrace it so that you can best serve your clients as the geopo­lit­i­cal and eco­nom­ic land­scapes evolve. In this pod­cast, Mack­ey McNeill, CPA/PFS inter­views futur­ist, David Houle to get his perspective…
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  • The Body Cen­ter — The Dynam­ics of Mon­ey — Using the Ennea­gram for Con­scious Transformation
    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.
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  • The Heart Cen­ter — The Dynam­ics of Mon­ey — Using the Ennea­gram for Con­scious Transformation
    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.
    Play Pod­cast
  • The Head Cen­ter — The Dynam­ics of Mon­ey — Using the Ennea­gram for Con­scious Transformation
    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.
    Play Pod­cast
  • The New Approach to Retire­ment Plan­ning: part 3 {PFP Section}
    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…
    Play Pod­cast

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