passion for life

Episode Summary: Nearing retirement and initially a bit hesitant when it came to financial planning, an educator developed trust for Ryan Smith, a financial advisor with Equitable Advisor through a series of earnest conversations and smart, strategic advice. Ryan’s impact on his client was deep and long lasting, affecting not only the few years…

Episode Summary: Kristine and her husband Wayne had met with Chau Lai to finalize their financial plans. Just six months later, on the most ordinary Friday night out with friends, Wayne had a massive heart attack and died at age 37. Kristine knew the couple had planned well with Chau, but the unavoidable question…

Episode Summary: From the September/October issue of Finseca Focus magazine, Chau Lai tells the story of one of the worst phone calls she has ever received, which led to one of the most deeply meaningful professional successes she has ever experienced. Chau Lai had been friends with Wayne Lyn, one of her first clients, for...

Episode Summary: Karen Diaz and her husband, Les, had just adopted their nine-month-old daughter when Les was diagnosed with esophageal cancer. Just 18 months later, Les passed away. Today, Karen looks back 10 years to that difficult time and discusses with Finseca Focus magazine senior editor, Danielle Wong-Moores, one of the factors that helped to...