Banknotes

This week, the show is pleased to welcome Carole Schaeffer of Friede & Associates, who discusses the circuitous route that led her to the construction industry and the integral role that relationships play in the building process.

Topics: Wealth Management, Technology

Ascend Outcome Improvement Systems' Amy Harrill sits down with Alyssa & Dawn to discuss how she helps owners "refurbish and multiply" their businesses, and how the mantra of "less is more" is applicable to building a client roster.

Topics: Wealth Management, Technology

The Edgewater's Amy Supple is this week's guest on the pod, stopping by the show to talk about the path that led to her spearheading the $100-million-dollar redevelopment of one of Madison's most historic and best-loved hotels.

Topics: Wealth Management, Technology

The Winnow Fund's Richelle Martin joins the show to discuss the path that led her to working with start-ups and entrepreneurs, as well as her experience in the VC space. 

Topics: Wealth Management, Technology

This week, the show welcomes Rhonda Noordyk, founder & CEO of Women's Financial Wellness Center, who talks about her mission to disrupt the divorce industry, and how her passion to help others fuels her professional ambitions.

Topics: Wealth Management, Technology

Christy Metcalf, one half of the motivational force behind 2 Smart Girls, is this week's guest on the pod, sharing the story of how she broke out of the corporate mold to reshape her professional journey, and so much more.

Topics: Wealth Management, Technology

When mapping out an investment portfolio, any good advisor will advocate that you diversify your holdings. It simply makes sense – having a variety of asset types helps to insulate you from risk, in the event of a downturn in any specific area. However, the same logic doesn't apply when it comes to banking. In that case, having all of your eggs in the same basket is a strategic advantage, not a liability.

Here's why.

Topics: Financial Planning, Mortgage, Trust, Wealth Management, Community Banking, Estate Planning

Corinn Ploessl, organizational events manager at Destination Madison, joins the show to discuss her career journey, how she's pivoted her role to digital during the pandemic, her success in networking and how she inspires peers and colleagues alike to "put themselves out there," her involvement with Madison Magnet, her "Essential Madison Experiences" project, and more.

Topics: Wealth Management, Technology

The show's first guest of the New Year is Mary Gaffney-Ward, general manager at The Madison Club, who talks about the path that led her to her role, the Club's rejuvenation during her tenure, how her marketing background informs her professional decision-making, the importance of prioritizing inclusivity, and more.

Topics: Wealth Management, Technology

As co-host of the bank's Wealthways podcast, I get to talk to a lot of professionals about building wealth. One of the questions we ask every guest is, “What does wealth mean to you?”

Overwhelmingly, the answers have focused on flexibility and options. It’s all about being able to have enough money to live the kind of life they want.

Topics: Financial Planning, Wealth Management, Estate Planning, Saving