
Jean
Wealth planner
Best podcasts with Jean
Ranked by the Snipd community

Feb 13, 2020 • 13min
Episode 02 - Intro to Q&A, Jean, Jerry & Jeff
Join Harris leaders Jean, Jerry, and Jeff as they share their unique journeys in the software industry. They delve into transitioning from public sector roles to healthcare, discussing valuable insights and personal growth. The trio shares their favorite reads, which highlight effective coaching strategies and business thinking. Additionally, they emphasize the power of small habits, reflecting on how minor daily decisions can lead to significant personal transformation and improved public speaking.

Dec 4, 2023 • 44min
Season 2 Episode 48: Creating charitable giving strategies that make an impact
Exploring strategic charitable giving strategies, leveraging donor-advised funds and qualified charitable deductions. Discussing the benefits of giving with Dr. Stephen Post. Emphasizing the impact of donations and the importance of integrating charitable giving into financial planning.