Financial Life Cycles: Living Within Sandwich Generation

Taking care of your aging parents while simultaneously caring for your dependent children all while working can raise some challenges. The Colony Group’s Senior Portfolio Manager, Kristina Saunders, CIMA®,...

Financial Life Cycles: Considerations When Looking to Sell Your Business

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of the world’s 50...

Your Wealth 101: The Importance of Savings

A good savings strategy is the foundation of every financial plan. The Colony Group’s JP McBride, CFP®, Wealth Advisor and Answan Johnson, MBA, CFP®, discuss savings 101 – when...

Financial Life Cycles: Negotiating Your Salary

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® sits down with career transition advisor, Marti Fischer of the Marti Fischer Group. Together they discuss the tools...

Financial Life Cycles: The Basics of Starting a Business

In this episode, The Colony Group Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® meets with the Co-founder and Executive Chair of Food52, Inc., Amanda Hesser. Known as one of...

Financial Life Cycles: Claiming Social Security

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Wealth Advisor, Margaret Watson, CPA, CFP® discuss the complex world of Social Security and important considerations when...

Financial Life Cycles: Family Financial Planning for College Age Students

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Senior Wealth Advisor, Shellie Kurek Peters, dive into the complex world of college saving, planning, and plan...

Financial Life Cycles: Getting Married/Co-Habitation

In this episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP® and Senior Wealth Advisor, Lauren Ledger discuss the topic of co-habitation and the importance of understanding and protecting...

Financial Life Cycles: Beginning Your Professional Journey

In our premiere episode, TCG’s Senior Portfolio Manager, Kristina Saunders, CIMA®, CFP®, and Wealth Advisor, Christine Crigler discuss all the many layers to kick-starting your career, from initiating long-term...