Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on ... Show More
Jul 2025
Active Military, Am I on Track?
We're in our 30s, have about $300k saved with a nice pension on the horizon, but we don't own any real estate. Is that holding us back? Have a money question? Email us here Subscribe to ... Show More
17m 21s