Terri Kallsen

Terri Kallsen, a certified financial planner and chair elect for the CFP board, teams up with Joe Duran, former partner at Goldman Sachs and chief investment officer at Rise Growth Partners. They discuss the A-List framework for financial preparedness, emphasizing the importance of accountability and liquidity. Learn how to avoid crippling debt traps and the perils of overcomplication in finances. From practical tips on securing assets to the necessity of simplification, they provide crucial insights for preparing for any catastrophe.