Apr 26, 2023
On this revisited episode of Beyond the Balance Sheet, we are joined by guest Anna Hall, the creator of The Purpose Equation®. Throughout this episode, we discuss the importance of purpose and defining your how and your why. Anna breaks down what purpose is, and how people can go about finding their purpose through her...
Apr 19, 2023
Trudy Avery is the Development Officer for Pavillon, a non-profit substance use treatment program located in Mill Spring, NC. She developed compassion for those using substances because of her son's journey through addiction and recovery. Trudy shares her family's personal story in hopes of helping other families. She...
Apr 12, 2023
In this revisited episode of Beyond the Balance Sheet, Lisa Cukier joins us. She is a Partner and Executive Committee member at Burns & Levinson LLP in Boston. To start, Lisa explains why guardianships and conservatorships may be necessary for your family. Lisa then talks about what signs may appear when someone is...
Apr 5, 2023
In this revisited episode of Beyond the Balance Sheet, Carrie Casden joins us for a conversation. She is an established business manager and money coach who has been in practice for over 25 years. Carrie opens the show by explaining how everyone has different perspectives and habits when it comes to money; there are...