Mar 15, 2024
Welcome back to the Retirement Inside Out podcast! Hamilton Morales, the Senior Vice President of Social Security here at FIG, is with us for this week’s episode. Amidst a busy start to the year, he has some important updates and insights to share surrounding Social Security.
Listen in to learn how Hamilton assists...
Mar 8, 2024
We’re very excited to have our friend, Mark Gaffney, on the show today. Mark is the founder and owner of Mark Edward Gaffney (MEG), a boutique consulting and marketing firm for the financial services industry, and partner of FIG. In today’s episode, he’s joining us to talk about the data-driven marketing...
Mar 1, 2024
We are delighted to welcome Amanda Sharratt, the Chief Operating Officer and financial advisor at Whitaker Myers Wealth Managers Ltd, to the show. We recently connected with Amanda and are excited for her to share her journey into the financial services industry, shed light on her role as COO, and share some...
Feb 22, 2024
Brian Herriot is the founder of Choosy Consultant. He’s joining us on the podcast today to discuss his role as a lifestyle and wealth coach, working with successful individuals like consultants, coaches, and small business owners, to help them transition to a choosier life and achieve financial freedom.
In...
Feb 16, 2024
Leslie Lipscomb, Senior Vice President at FIG, joins us for this week’s episode. She’s here to share her inspiring journey since joining the organization in 2006, starting as a sales associate and progressing to her current role. Join us as she highlights the company's resilience and growth after the passing of its...