『Something Personal』のカバーアート

Something Personal

Something Personal

著者: Palisades Hudson Financial Group
無料で聴く

Something Personal from Palisades Hudson Financial Group features interviews with a team of financial advisers discussing the more personal side of personal finance. Learn about topics ranging from entrepreneurship to investing, taxes to insurance, and many more through engaging conversations with experienced professionals. Palisades Hudson Financial Group offers comprehensive, objective, fee-only advice and solutions. Headquartered in South Florida, the firm has offices in five states from which it serves clients across the country and abroad.Palisades Hudson Financial Group 個人的成功 自己啓発
エピソード
  • Organizational Behavior: Where Psychology Meets Business
    2026/04/29

    “Organizational behavior” is a field that blends business with psychology, sociology, and even elements of anthropology. But the core of the science is understanding the human experience of the workplace. Professors Jessica Siegel Christian and Michael Christian, both of the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, join Palisades Hudson’s Senior VP/CIO Ben Sullivan for an exploration of how organizational behavior can illuminate how we behave at work. From how sleep deprivation affects ethical decision-making, to strategies for avoiding groupthink, to the ways that Luke Skywalker can help you find meaning in your work life (and beyond), this wide-ranging conversation illustrates that understanding people is key to career success.

    Thank you for joining us for season three of “Something Personal.” Season four will arrive in autumn 2026, so we hope you’ll subscribe and join us then.




    • Jessica Siegel Christian bio
    • Jess on LinkedIn
    • Michael Christian bio
    • Mike on LinkedIn
    • Organizational Behavior at UNC Kenan-Flagler (LinkedIn)
    • “Investing Fundamentals”, featuring Benjamin C. Sullivan, CFP®, CVA, EA
    • “A Financial Planner Confesses His Sins” by Ben Sullivan
    • “Do Nothing”
    • “Atomic Habits”
    • The Hero’s Journey Restorying Intervention
    続きを読む 一部表示
    1 時間 15 分
  • Raising Division I Athletes
    2026/04/15

    Palisades Hudson VP Rebecca Pavese is an experienced financial planner, a CPA, and the mother of two daughters who have played sports at NCAA Division I schools. Her elder daughter earned a cross-country and track scholarship to the University of Tennessee; her younger daughter received a scholarship to play softball at Clemson, where she has kicked off her freshman season this spring. Rebecca sat down with “Something Personal” host Amy Laburda for a discussion about what it’s been like raising young athletes from the early days in recreational leagues through college competition. As both a parent and a financial professional, Rebecca offers advice to athletes’ family members, as well as to young athletes themselves, as they progress toward whatever their ultimate level of play may turn out to be.


    Links:

    • “Navigating College Admissions” (featuring Rick Clark, Georgia Tech)
    • “Financial Foundations: Budgets And Credit Scores” (featuring Rebecca Pavese, CPA)
    • “Name, Image And Likeness Tips For Student-Athletes” by Eric Meermann, CFP®, CVA, EA
    続きを読む 一部表示
    38 分
  • Demystifying The Mortgage Process
    2026/04/01

    Buying a home, especially a first home, is an exciting step. But the process can be daunting, especially when it’s unfamiliar. In this episode, private mortgage banker Doug Kenner and financial planner David Walters sit down to guide listeners through the process. How do you know you’re ready to buy? What’s the difference between prequalification and preapproval? Should you opt for an adjustable rate or a fixed rate mortgage? Doug and David explain the ins and outs, so homebuyers can proceed with confidence, whatever their situations may be.




    • Doug Kenner on LinkedIn
    • “Love, Marriage And Prenups” (featuring David Walters, CPA, CFP®)
    • “Gifting Family Assets Creatively” (by Benjamin C. Sullivan, CFP®, CVA, EA)
    • “Why Estate Planning Is For Everyone” (featuring David Walters, CPA, CFP®)
    続きを読む 一部表示
    50 分
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません