Plan Francisco Plan Francisco

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).

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.

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.

Today's episode is with Magda Besser, Certified Financial Planner and founder of Wealth In Hand, a financial education platform. Magda is one of those rare few who knew from a young age she wanted to be in the world of finance and her passion shines through. After years of academic, personal, and professional experience, Magda is creating waves in the financial planning industry.

Today's episode is with Stuart Crandall, Vice President of Hutchinson Capital Management. Listen in as Stuart discusses his mission of being a true, holistic financial advisor by trying to understand people's financial situations intimately and engaging with the client experience.

In this episode, we talk with Ella Taylor, who actually was a pastry chef until she realized she wanted to help women with their finances. After studying women's studies & business, then earning her CFP, that's exactly what she's doing. We'll discuss the hands-on innovation Ella and her team bring to the community, plus her practical advice for anyone interested in the FIRE movement.