✦ The CHIP Blog
Dana Wilson
Retirement & Legacy Law, Legacy and You: Estate Planning with Chioma Deere, Esq.
Estate planning and probate attorney Chioma Deere, Esq., explains how trusts help families avoid probate, what business owners need and how to protect your digital assets. 32:57 Watch →
Know Your Team Navigating Your Financial Journey: A Fireside Chat with Cathey Williamson
Dana Wilson visits Cathey Williamson, president and CEO of Williamson Financial Management Group, to talk about starting your financial journey at any age, breaking barriers and building a team. 36:54 Watch →
Wealth & Investment Wealth Building 101: The Dos and Don’ts with Nathan Moore
In this CHIP x Official Black Wall Street master class, Nathan Moore, CFP®, CKA®, shares the dos and don’ts of wealth building: budgeting, credit, compounding, retirement, Social Security and legacy. 55:51 Watch →
Retirement & Legacy Protecting Your Legacy: An Honest Talk About Estate Planning
In the first Cultural Coins Live, Dana Wilson and four pros talk estate planning: powers of attorney, health care directives, DIY mistakes and how to protect your legacy. 44:38 Watch →
Wealth & Investment Investing with Purpose: How Social Impact Can Transform Your Future
Eugenie George and four pros explain social impact investing, from SRI and ESG to CDFIs, donor-advised funds and the six Ts of giving. Sponsored by OneDigital. 33:17 Watch →
Financial Wellness & Behavior Finance & Chill: Stress-Free Strategies for Planning Your Future
Dana Wilson and four pros on stress-free financial planning: naming money emotions, getting organized, reading your insurance policy and planning before a crisis hits. 43:03 Watch →
Retirement & Legacy Money Strategies for Major Life Transitions
Dana Wilson and four pros on planning before major life transitions force your hand: incapacity, powers of attorney, getting organized and choosing the right people. 56:53 Watch →
Financial Wellness & Behavior Money Talks, But It’s Probably Gossiping Behind Your Back
Gloria García Cisneros, Sylvia Watford and Alaina Fingal unpack the money taboos that keep families stuck, plus the simple rules and systems that keep even the pros on track. 28:58 Watch →
Tax & Business Strategy Money in Motion: Smart After-Tax Moves and Financial Decisions
Host Eugenie George talks smart after-tax moves with Carl Windom, Leah Davis and Al Faber: filing every year, using your refund well, avoiding tax scams and working with the IRS. 35:27 Watch →
Financial Wellness & Behavior