Between the Head and the Heart
By Lexington Wealth Management
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We will have candid conversations that will gravitate between the emotional and the rational side of money. From college planning insights, to how Tax Law Changes can affect your portfolio, to what is a robo-advisor, “Between the head and the heart” is will give you a simpler explanation to commonly complicated topics.
||ExplicitThe "Market Series" - 2019, the year ahead..||For the second episode of the "Market Series", Jordi Mullor is joined once again by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation, we moved||12/21/2018||Free||View in iTunes|
||CleanThe "Market Series" - How Do We Feel About the Economy?||For the first episode of the "Market Series", Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During the conversation, we focused on a very||12/20/2018||Free||View in iTunes|
||ExplicitMeditation, Mindfulness & Entrepreneurship with Jim Rosen||On this episode of “Between the Head and the Heart” we explore the impact that meditation can have in entrepreneurship as well as overall life balance. Jim Rosen, a teacher and practitioner of meditation and mindfulness, digs deep into the immediate||11/20/2018||Free||View in iTunes|
||ExplicitTax Reform Changes & Insights with Glenn Frank||In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes! Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important changes that Co||2/27/2018||Free||View in iTunes|