Bruce has been in the financial services industry for longer than he’d care to admit, and has hosted the Your Money show since 1997. A longtime adversary of crystal ball financial planning and an enemy to jargon, Bruce feels he has learned more from his co- workers, his clients, his listeners and, of course, his fabulous co-host than he could ever hope to teach.
Peg prefers to think of financial planning as a partnership. Her favorite part of her work is living through clients’ lives for decades at a time and inspiring them to achieve the goals they have set. A lifelong learner, she believes that the best way to stay on top of everything is to listen to a lot of people who stay on top of everything. If it sounds like Peg likes to be somewhere sunny and warm, well, yep.
RELEVANT, BI-WEEKLY ADVICE from hosts Bruce Helmer and Peg Webb.