PODCAST EPISODE 23: When making huge life transitions, we often have many questions left unanswered. If nearing retirement or newly retired, it’s likely you’re wondering what to do with your time, what benefits are available to you, and how you can stay connected. In this interview, Ben Manny and Annette Bachmeier, from the Intel Retiree Organization, share their experiences transitioning... Read More
This Time Feels Different, Should I Make A Change?
PODCAST EPISODE 22: As the market is changing, many of us may feel compelled to take action along with it. There are many factors to consider when deciding whether or not to act on that impulse. In this episode, Scott Malbasa, your host and financial advisor, shares questions to ask yourself when considering a change in a volatile (or... Read More
A Bear Market Playbook with Isaac Presley
PODCAST EPISODE 21: When hit with unexpected market shifts, there’s no need to panic. There are an array of action steps you can take to be prepared for economical downturns. With the global impacts of coronavirus emerging, there are a variety of different strategies to pay attention to and put into place in order to protect your finances. Today’s guest,... Read More
Impacts of Career Transitions with Kristie Mann
PODCAST EPISODE 20: When great career opportunities arise, we often overlook the difficulties that accompany transition. Today’s guest, Kristie Mann is currently a Senior Director of Products for Intel, a position she uprooted her family across the country for. After 20 years at HP and much contemplation, Kristie transitioned into a new position with Intel. In this interview, Kristie... Read More
Finding Harmony in the Seven Seasons of Life with Howard Rachinski
PODCAST EPISODE 19: Everything comes and goes in seasons, yet we’re often not prepared or equipped with the right tools to embrace those major unexpected shifts. Today’s guest, Howard Rachinski, is the founder of Christian Copyright Licensing International, which regulates churches with a copy license in order to ensure their compliance with proper compensation for usage of music. He recently... Read More
Even Leaders Need Leaders with Jeff Spahn
PODCAST EPISODE 18: Often times, it goes unnoticed that leaders need leadership too. There will always be transitions, issues, and situations that individuals need guidance through, whether they’re a natural follower or leader. Jeff Spahn recognized the need and importance for this, which led him to establish his educational firm, Leaders Leading Leaders. Jeff assists leaders through major career... Read More
Minimizing Investment Mistakes with Cordant CEO Isaac Presley
PODCAST EPISODE 17: Get to know the CEO and Director of Investments of Cordant Wealth Partners! Scott sits down with Isaac Presley to discuss managing the level of risk to take in order to achieve the goals that are trying to be achieved, the common mistakes they see customers making, and much more. Listen in and see if you recognize... Read More
Gaps in Technology Education for Young Women
PODCAST EPISODE 16: Sarala Paliwal is today’s guest. She is Senior Engineering Director at Mentor Graphics, a Siemens Business, and manages a worldwide group of software engineers and a worldwide group of quality software engineers. Sarala also volunteers with Girls, Inc., and is on the Advisory Board that helps with their STEM (Science, Technology, Engineering, and Math) program for... Read More
Everything You Need to Know About Fiduciaries with Scott Gerlach
PODCAST EPISODE 15: Today’s guest is actually a co-worker of mine at Cordant Wealth, Financial Advisor Scott Gerlach. I’m really happy to be introducing him to you today, and we will be covering the topic of fiduciaries. I get a lot of questions about this, such as: What does it mean to be a fiduciary? Is Cordant Wealth a... Read More
Evaluating Post-Retirement Opportunities with John Tortorici
PODCAST EPISODE 14: A question that often comes up when talking to people that are approaching retirement is “What do I do next, and how do I evaluate the opportunities that become available to me upon retirement or the transitioning out of a role in a big corporation”? Today’s guest, John Tortorici, is going to help field these questions, and... Read More