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Family Bonds

Family Bonds

Written by: RegentAtlantic
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About this listen

 CI RegentAtlantic Private Wealth Wealth Advisors, Mike Pappachristou, CFP®, Jerry Korey, CFP®, and Eric Chen, CFP® have provided financial advice to all members of the family hierarchy – from grandparents to grandchildren. And if there is one thing they’ve learned, it’s that no two families are the same. Through interviews with different industry professionals, each episode contains financial planning insights and personal stories that explore the thought processes that go into financial decision-making – from the numbers and processes to the impacts on behavior and relationships.© 2022 Family Bonds Economics Personal Finance
Episodes
  • Eva Centeno on Rewirement

    Eva Centeno on Rewirement
    Sep 27 2022

    On this episode of Family Bonds, Eric Chen is joined by Life Coach Eva Centeno to discuss her experience retirement coaching and why she chooses to use the word “rewirement”.
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    42 mins
  • Ankit Kapoor: Police Officer to Prenups

    Ankit Kapoor: Police Officer to Prenups
    Sep 27 2022

    In this episode of Family Bonds, Mike Pappchristou converses with Ankit Kapoor about his journey from police officer to founding member and partner at Cohen Stine Kapoor, prenups, child support, and more.
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    41 mins
  • Find Your Philanthropy with Barron Damon

    Find Your Philanthropy with Barron Damon
    Jul 28 2022

    For 2022, Mike Pappachristou set his New Year’s resolution to find an organization to dedicate his time. Mike sits down with special guest Barron Damon, professional and philanthropic coach, to answer the question “How do I get started?" in this episode of Family Bonds.
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    48 mins
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