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BAM Intelligence

Make life easier in 2020

Got goals? Wealth Advisor Connie Brezik looks at a few practical approaches to removing obstacles, solving problems, and finding peace in 2020. Read more

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What Does It Mean To Have Enough? It’s Up To You.

Tim Maurer says instead of chasing an arbitrary figure, start by asking a better financial-planning question: What do you want out of life? Read more

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A Guide to Starting Family Financial Conversations

The decisions we make surrounding family wealth and lifestyle planning can oftentimes be uncomfortable. Wealth advisor Jeff Johnson breaks down where and how you might want to start your family’s next important conversation about money. Read more

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Tim Maurer’s Top 10 Personal Finance Books

In this video, Tim Maurer, director of advisor development for the BAM ALLIANCE, walks us through his wide-ranging library, which includes books that focus on financial planning, behavioral economics, life planning, and a bonus pair that aren’t necessarily about money but can help change the way you look at money.  Read more

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Find Your “Work+Life” Fit with Flex+Strategy Group CEO Cali Yost

Finding the right “work+life” fit: Manisha Thakor hosts Cali Yost on the MoneyZen Podcast. Read more

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