Nov 30, 2020
Today’s podcast my guest is a good friend of mine who is also an amazing financial planner here in the ATL. Shavon Roman has owned a few businesses in the past few years and been an advisor since 2012. We dive into a healthy conversation of different ways you can make the most out of your benefits plan at work. We...
Nov 25, 2020
Every Wednesday Kevin Matthews II from Building Bread and I talk about where we talk about what is happening on Wall Street!
This episode we cover three major Wall Street Stories:
- S&P 500 is welcoming Tesla into the fold, stocks jump 13%
- DoorDash currently the nation's 10th largest start-up by estimated valuation, has...
Nov 23, 2020
We all have a type of super power that people are willing to learn about. For me it turns out my super power is helping people learn more about investing and I started investing more into myself. My guest Michael Baptiste has an amazing story of how became the success he is today. He has created over 20+...
Nov 18, 2020
Every Wednesday Kevin Matthews II from Building Bread and I talk about where we talk about what is happening on Wall Street!
This episode we cover three major Wall Street Stories:
- Nio Inc stocks took a bad hit Friday when a Citron short-seller gives Nio a price target of $25.
- Beyond Meat stocks dropped last week with...
Nov 16, 2020
Rhonda E. Potter, CFA, CFP is a High Net Worth Client Advisor in the Atlanta office at J.P. Morgan Private Bank. In this role, she is responsible for delivering advice and solutions across investments, estate planning, credit, and banking to help clients build, preserve, and manage their wealth over time.
Prior to...