On this minisode, LLC’s own Nathalie Mathis and Nicole Glenn host Samantha Lamas from Morningstar. They will discuss identifying behavior bias in investing and tips on goal setting for individuals new to financial planning. We are excited to have her on, and we can’t wait for you to have the opportunity to learn from her as well!

About the Author

Blythe Brumleve
Blythe Brumleve
Former editor in chief and broadcaster turned business owner helping companies with their web and marketing goals. Apathetic fan of the Jacksonville Jaguars and Game of Thrones supporter.

To read more about Blythe, check out her full bio here.

Level-Up Your Digital Game
Become an insider

Sending you the latest videos, podcasts, and courses to help grow your brand.