Lexington Wealth Management
Between the Head and the HeartEpisodes
Episodes of Between the Head and the Heart
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In today's episode, we chatted with LWM President and co-founder Kristine Porcaro. We discussed one of the things many entrepreneurs and business owners have been chatting amongst themselves even through these difficult times, which is the silv
Today's episode is a different and special episode where we post the sound of a Webinar we hosted about how the CARES Act might impact your financial plan. We were joined by Susie Boretti, Glenn Frank & James Hastings from LWM and discussed a f
During this episode of our COVID-19 Series, we chatted with Ryan Villanueva. Ryan is the co-founder at Best Delegate and also the current President of Entrepreneurs Organization Boston's chapter. We wanted to chat with Ryan because as many busi
If you are a business owner going through the COVID-19 crisis and have really tough decisions to make on a daily basis, this is a must-listen episode. On our second conversation of this series, Jordi Mullor chatted with Jeff Solomon, managing s
In our first episode of the COVID-19 Series, we called David Morton, Chief Global Strategist at Rocaton Investment Advisors, to his home. This episode will bring context and a different perspective to the times we are experiencing from someone
We have updated this episode with an intro recorded on February 28th 2020 with LWM CEO Michael Tucci and Jordi Mullor, discussing the recent volatility experienced in the markets due to the Coronavirus spread globally. The original episode remi
Host: Jordi Mullor, Head of Marketing and Business Operations at Lexington WealthGuest: Jennifer Sullo, Principal at Rocaton Investment AdvisorsFor our second conversation with Jen Sullo, a principal at Rocaton Investment Advisors, we discuss
In today's conversation with Jen Sullo, Principal at Rocaton Investment Advisors, we discuss what ESG, SRI or Impact Investing actually means. We covered from how to invest on ESG to how to measure it. You will learn about what are the right qu
In this episode of our "Market Series", we covered everything you should know about Alternative Investments. From what they actually are, to who is the ideal investor, to limitations and advantages. Jordi Mullor is joined by Lexington Wealth Ma
For the third episode of the "Market Series", we addressed a topic commonly overlooked by long-term investors, volatility. Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors'
For the second episode of the "Market Series", Jordi Mullor is joined once again by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During this conversation,
For the first episode of the "Market Series", Jordi Mullor is joined by Lexington Wealth Management's CEO & Co-Founder Michael Tucci & by Rocaton Investment Advisors' Chief Market Strategist David Morton. During the conversation, we focused on
On this episode of “Between the Head and the Heart” we explore the impact that meditation can have in entrepreneurship as well as overall life balance. Jim Rosen, a teacher and practitioner of meditation and mindfulness, digs deep into the imme
In our first episode of "Between the Head & the Heart" we are digging right into a heavy and complicated topic: Taxes!Glenn Frank, Tax Investment Strategy Director at Lexington Wealth, explains in simple terms some of the most important change
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