Broker Check

the Podcast

<p>Equanimity Wealth Planning and Investing Has a podcast!</p>

Equanimity Wealth Planning and Investing Has a podcast!

Join in on discussions related to our practice specialties with topics on financial planning for the LGBTQ+ community, recent divorcees, special needs families, and socially responsible investing! 

CRN-5735137-060123

Episode 4: Should I Stay (In my old employer's 401k) or should I go?&#160;

Episode 4: Should I Stay (In my old employer's 401k) or should I go? 

This episode explores a common question asked after a client starts a new job- Should they move their old employer's 401k to the new employer's plan? We will go over several hypothetical scenarios to help illustrate the various factors involved with this decision. 

CRN-6270135-011924

<p>Episode 3: Tips for Overcoming Women's Disability Employment Gap</p>

Episode 3: Tips for Overcoming Women's Disability Employment Gap

Disabled individuals are commonly underemployed with women being the most affected. Listen to learn several tips on how to overcome the underemployment gap with some relatively easy adjustments.

<p>Episode 2: Getting Divorced? Set Yourself Up for Success with these considerations</p>

Episode 2: Getting Divorced? Set Yourself Up for Success with these considerations

If you're in the beginning stages of divorce there are several things that should be on your radar. Listen to this episode for seven important points to consider.  

CRN-6046656-102423

<p>Episode 1: Who We Are &#38; Why We Do what we do</p>

Episode 1: Who We Are & Why We Do what we do

In our first podcast episode host Carrie Waters Schmidt explains who we are and the various reasons why we do what we do. She also details our four main areas of specialty and focus as well as an idea of what to expect for future episodes.

CRN-5763466-062123