Sep 11, 2023
How Financial Fluency Has Developed In The TikTok Age with Gratz Park Private Wealth
Information is coming at us faster than we can possibly handle it. And the same is true for financial content on social.
And being one of those topics that are taboo to talk about ("shhh...we don't talk about money, Dear."), people are...
Jun 28, 2021
In this episode, we talk to Sherry Holley and Savannah Holley about what the investing world has been like recently, educating the upcoming generations about finances, what value they provide to their clients, and lots more!
Follow Sherry on Instagram: https://www.instagram.com/gratzparkprivatewealth/
Explore Gratz Park...
May 5, 2021
We talk to John Boardman, III, CFP (Founder and CEO of Ballast) about the relationship he has with his clients, the services they provide, how people can manage their finances, and lots more.
Learn more about John here: https://ballastplan.com/team/john-boardman/