kmbFeb15HLF - High Lift Financial

Podcast Episode 25 — Planning for Your Business and Family Future with Jim & Molly Creenan

February 8, 2021

When operating a business, do you know when it’s time to start succession planning? How do you know that everyone in your family is...

Podcast Episode 24 — Starting 2021 Right Without ‘Head Trash’

January 26, 2021

The New Year is a time when most people evaluate their lives and look to make changes.

My Workspace at DiFrancesco Virtual Family Office

January 22, 2021

Today’s newsletter is a little bit different than my normal touch point and lessons that I like to relay. Today I am going to...

Podcast Episode 23 — Why It’s Time To Prioritize Your Health – with Emily Mahler

January 4, 2021

This New Year, think about how you are going to take better care of yourself, because you deserve it!

Matt’s Christmas Message

December 24, 2020

From my family to yours, have a safe holiday season and Merry Christmas!

Podcast Episode 22 — Advanced Business Planning Strategies – with Kate Seastone

December 16, 2020

A better financial business strategy can set your business, your employees, and your family up for a successful future.

Podcast Episode 21 — A Guide To Developing Team Culture Within Your Family

December 4, 2020

Historically, business has been a “man’s world” but women are making leaps and bounds to break the glass ceiling to become leaders and titans...

Money Management Monday – Kids Work Ethic

November 30, 2020

Welcome to another edition of Money Management Monday Today I talk about teaching our kids work ethic. Enjoy the video and have a great...

Matt’s Thanksgiving Message

November 25, 2020

It’s been a traumatic and crazy year for everyone with the pandemic, lockdowns, the stock market, businesses being closed or under lockdown and the...

Relationships and Trust

November 13, 2020

Hey folks, today I’d like to talk about relationships and trust. I’ve built some strong relationships with clients over the years and I was...