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BAM Intelligence

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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Pooling, Splitting and Lending: Unpacking the Awkwardness of Money Conversations

Manisha Thakor and Michael Norton unpack the awkwardness of money conversations on the MoneyZen podcast. Read more

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Introducing the MoneyZen Podcast with Manisha Thakor

MoneyZen podcast creator Manisha Thakor chats about what inspired her new project, and the power of storytelling: Read more

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Stay Focused on Your Own Spending, Not the Other Person’s

Focus on what really matters: your own goals and savings plan, not what your neighbor has. Read more

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Five Questions With John Garvey, Jr., Bland Garvey Wealth Advisors, Richardson, Texas

 The Five Questions interview series features advisors throughout the BAM ALLIANCE community sharing their insights on wealth planning and investing. In this interview, John Garvey Jr. of Bland Garvey Wealth Advisors discusses how having frank conversations can strengthen personal relationships,… Read more

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