FIRE Movement & COVID-19 Update with Jirayr Kembikian
In this episode, Maxwell meets with Jirayr Kembikian, CFP to discuss how the economic downturn due to coronavirus affects those who aim for Financial Independence, Retire Early (FIRE).
7 Apr 2020
A Conversation with Carol Harnett & Fred Schott of the CDA
In this episode of Plan Francisco, Maxwell talks with Carol Harnett and Fred Schott of the Council for Disability Awareness about changes in work and life since COVID-19 and how Disability Insurance Awareness Month (DIAM) will look different this year.
5 Dec 2019
Bryan Hasling: Sharing a Piece of the Pie
In this episode of Plan Francisco, Maxwell chats with Bryan Hasling, CFP, EA of JW Harrison Financial Planning. Their conversational dialogue gives insight into how the structure of a firm/business has changed, and also delves into the evolution of the sale of a business. What happens when a sole owner becomes willing to share the business with other partners? How is this transaction conducted—and is it different for a family business? Maxwell and Bryan get into the gritty details of succession planning while also discussing the future of industry trends which, of course, means the adoption of technology.
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