Apr 21, 2018
In this episode of Absolute Trust Talk, Kirsten welcomes Walnut Creek Financial Planner Ora Citron into the studio. For Ora, financial planning is a way to make a difference for individuals in our community, directly and meaningfully, by taking responsibility for helping clients create a path to the future based on...
Apr 20, 2018
In this episode, Kirsten talks to Denae Budde, managing shareholder of Budde Law Group, a niche practice that focuses in on handling either transactions or litigation in the real estate and business.
During her conversation with Kirsten, Denae discusses the rising trend of parent/child real estate transactions. Denae...
Apr 19, 2018
In this episode of Absolute Trust Talk, Kirsten welcomes Certified Financial Transitionist® Gary Gardner into the studio. As part of the first graduating class of the Financial Transitionist Institute (a division of the Sudden Money Institute) Gary was drawn to the process that uses the “touchy, feely side of the...
Apr 18, 2018
Walnut Creek professional fiduciary dynamo Karen Fisher joins Kirsten in the studio for episode #003 of Absolute Trust Talk.
Kirsten highlights how many people just don’t know what a professional fiduciary is or that having someone outside the family to administer trusts and estates is even an option. Karen...
Apr 17, 2018
In this episode of “Absolute Trust Talk,” Kirsten talks to Geoff Zimmerman, Certified Financial Planner, Senior Advisor, and Chief Compliance Officer for Mosaic Financial Partners, Inc. Geoff is one of the San Francisco Bay Area’s most seasoned practitioners and concentrates on assisting both working and retired...