Mindfulness and Financial Planning

In Episode 32 of The Eagle's Nest, Taylor Leary, Kevne Sharpe, and Marilyn Weaver discuss the evolution of financial planning and how mindfulness applies to today's understanding of financial planning.

Your podcasters

In this episode of The Eagle’s Nest Taylor Leary, Kevne Sharpe, and Marilyn Weaver gather around the conference table to talk about mindfulness, financial planning and the evolution of financial services over the past three decades. What’s changed in the past four decades since financial planning became a recognized need for the average investor? How does the concept of mindfulness apply to financial advice, financial services, retirement planning, wealth management, and financial habits?

 

 

Subscribe to the Eagle's Nest Webcast

Every Thursday at 2 pm MST our advisors discuss current events, financial planning topics, and take questions from attendees. Sign-up below to get access to the webcast and to receive email notifications for each week’s talking points. 

Secure meetings through web conferencing software or by phone.

Worried about your portfolio, retirement accounts, and other investments? We can help. Contact us for a free Discovery Session.

The SECURE ACT

Request your complimentary copy. Digital and print versions available.
FREE

Subscribe to our Newsletter

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form below to subscribe. 

The Secure Act: What you Need to know

Fill out the form and you will receive a pdf copy by email.

The Presidential Newsletter

  • Latest Articles
  • Podcasts
  • Classes
  • Events
  • Offers

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form to subscribe and we’ll do the rest!

Subscribe now