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Flow in the Media
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Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
A few of our favorite media appearances
Find Flow in the Media
articles
Connect360 Newsletter
- October 26, 2023
Financial planning: Advisors are doing more with less
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Forbes
- August 7, 2022
The Power Of Perspective In Financial Planning
read more
Forbes
- July 19, 2022
Rollercoaster Ride: 6 Tips For Stock Options And RSUs In Volatility And Down Markets
read more
Investor's Business Daily
- November 19, 2021
When Clients Hit A Career Crossroads, Advisors Offer Wise Counsel
read more
The Wall Street Journal
- May 29, 2021
SUDDENLY WEALTHY FROM MARKETS, SOME MILLENNIALS ARE STRESSED (PAYWALL)
read more
Podcasts
Financial Advisor Success Podcast
- May 23, 2023
Finding Clarity On Fees And Clients By Allowing The Business To Evolve Over Time, With Meg Bartelt
Listen Now
Bogleheads® Live
- November 7, 2022
Meg Bartelt on RSUs, ISO, and IPOs
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You Can't Take It With You Podcast
- March 11, 2022
You got company stock! Now what?
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Java Wealth - Personal Finance for Tech Employees
- February 18, 2022
Charitable Giving w/ Meg Bartelt, CFP®: Donating Money, Stock, & Energy (VIDEO)
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Retirement Planning Demystified
- February 17, 2022
Understanding Equity Compensation with Meg Bartelt (VIDEO)
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Morton Financial Advice
- August 3, 2021
Taking advantage of tech-company employee benefits
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Morningstar
- March 3, 2021
Working with women in tech
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XY Planning Network Blog
- April 29, 2020
Authentic communication with clients
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