Welcome to the Beyond Dollars & Sense podcast series! This series has several chapters, by some of our most talented advisors. Our podcasters share how real-life experiences, interests, and choices impact how we look at money.

How your children engage with money, why wellness and your things like your mobility matter now and later in life and the importance of your passions related to your professional and personal life can all be game changers in how you approach financial decisions. A series not just about the now, but about tomorrow. There is something for everyone in each of our unique series, Risk & Reward, Health & Wealth and Kids & Money. Enjoy!

The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Guests and their company are not affiliated with or endorsed by LPL Financial or Allen & Company.

Individual tax and legal matters should be discussed with your tax or legal professional.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.

Securities and advisory services offered though LPL Financial, a registered investment advisor. Member FINRA/SIPC