A podcast on a mission to help individuals improve their financial wellbeing. Brought to you by the authors of Financial Wellness and founders of CoLearning Books, Daniele Beasley + Kelli Manthei. Disclaimer: The hosts are the owners and officers of Twenty Concierge Wealth Management, an investment adviser licensed by the California Department of Financial Protection and Innovation. Nothing discussed in the book or on this podcast should be relied upon as investment or tax advice.

Gender: Male