Podcast: Democratizing Financial Advice

A big thanks to George Grombacher for having me as a guest on his podcast Money Savage.

I’ve only done a handful of podcasts, so it was exciting for me to share some of my personal story as well as the many ways BrightPlan is seeking to democratize financial planning and investment advice.

You can listen to the podcast below or by downloading on iTunesGoogle Play or Stitcher.

Related Articles:

Plancorp and BrightPlan Featured in Financial Advisor Magazine


The Plancorp and BrightPlan alliance is grabbing more people’s attention. This month, Financial Advisor Magazine made our partnership the cover story of their latest issue. (Yes, that’s me on the cover!)

You may have noticed my mentions of BrightPlan the past several months (see here and here), but this story goes much deeper into how we are democratizing high-quality financial planning and investment advice.

Check out the full story here.