Advice First

Q1 2025 Investment Management Webinar

Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward. www.prosperitasfin.com 661-255-9555 info@prosperitasfin.com

Behind the Advisor: Fred Wachtel

Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Fred Wachtel - fwachtel@prosperitasfin.com Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn -...

Behind the Advisor: Rian Denich

Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instag...

The Philosophy of Finance: Mack Herrera

Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagra...

Behind the College Plan: Rudy Herrera

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial...

Behind the Estate Plan: Andrew Cohen

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial...

Behind the Advisor: Jerry Citarella

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial...

Navigating 2024: Economy, Election & Investments

Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin Link...

Creating a Boutique Investment Management Firm with Jennifer Brown

Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen. Jennifer is happy to say that joining Prosperitas Financia...

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King. Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while help...

Building a Better Business with Selina Thomas of 6 Degrees HR Consulting

The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate. Selina is pursuing a seat on Santa Clarita's City Council as the only no-party candidate. She shares her position on key issues which align well with small businesses...

Strengthen the Body and Strengthen the Mind with Mike Yudin

In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it’s a choice to make it positive or negative. Mike’s initial objective with an athlete is getting their mind right and then to work on strengthening their body. Connect with Mike Yudin: Instagram - @TeamYudin Facebook - Team Yudin Training...

NFL to E-Sports: The Mental Game of Winning it All with Brock Vereen

In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the controls, and how ESTV is taking the E-Sports world by storm.

Valuing Your No's with Denise Lite

In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and what values she prioritizes. She discusses how a single experience made her come to some interesting realizations and what guidelines she set for herself moving forward.

Working ON The Business, Not IN The Business with Dr. Brian Edwards

In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice and life. Connect with Brian: Instagram - threesixtydentistry Facebook - Three Sixty Dentistry by Bri...

The Passion Project with Eric Larson

In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who were being deployed and ensuring they have what they need overseas. He explains how it has shifted into much more than that, especially during the initial scare of COVID and other events during 2020.

Recap

Raising the 1% of the 1% with George Colon

George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this episode, George shares how they've grown their family - both personal & professional families - their business, and their passion for baseball along the way. George's daughter is known as the 1% of the 1%, but it's a different story than you might think. You'll love this episode and what George ...

How to Grow Your Small Business with Amanda Benson-Tilch

We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 things business owners can do to enhance their brand TODAY, how to maximize your marketing ROI, and how she created Ask Amanda Consulting by serving an unmet need of her clients. Make sure to tune in to Amanda's podcast "The Ask Amanda Show" on YouTube or your favorite podcast platform. How to connect w...

The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel

In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as opposed to a stock broker, that he finally took a liking to how he was able to help people with their best interest in mind. Fred shares the difference between the two roles, and how you can uncover which type of financial professional you may be working wi...

Fearing Regret not Failure: Your Recipe For Success with Tony Velasco

In this episode, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way. Afterburn Fitness started from an outdoor bootcamp in public parks and mall parking structures. 10 years later, Afterburn has two 10,000+ sq ft locations in Southern California. How to connect with Tony Velasco: Instagram: @tonyvelasco_ (https://www.instagram.com/tonyvel...

Tackling Student Loan Debt & Advancing Healthcare Along the Way with Dr. Brian Ostick, MD

What a phenomenal conversation with Dr. Brian Ostick, MD, ER Physician and Chief of Staff at Valley Presbyterian Hospital in Southern California. Dr. Ostick shares how he and his wife, Dr. Aimee Ostick, tackled over a half a million dollars of student loan debt in under 6 years. Now, they're bringing transparency to healthcare, delivering better outcomes at a lower cost via Health & Healing Direct Primary Care in Woodland Hills, California. Health & Healing Direct Primary Care http://www...

How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla

Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of entrepreneurship. That was 10 years ago! Listen to Karen's story to hear where she is today, how she got there, and what she's learned along the way. Connect with Karen on Instagram: https://www.instagram.com/socalgal_60/ @SoCalGal_60

How to Plan (and Pay) for College with Rudy Herera

Rudy Herrera is the founder and CEO of College Assurity. Throughout his life Rudy coached various sports teams and in 2005 he Founded a Club softball organization (10U-18gold) that helped close to 200 girls get recruited and achieve their dreams to attend a 4-year university on Athletic & Merit Scholarships. The Softball Organization is now run by Rudy’s closest friend still going strong, and has helped numerous student athletes. Establishing that organization motivated Rudy to further assis...

The Six Pillars of Business Success with Roger Doumanian

Incredible episode with Roger Doumanian - Attorney, speaker, author, coach, consultant. How to find Roger: https://www.rogerdoumanian.com Roger's book: https://www.6pillars.com Facebook: https://www.facebook.com/rogerdoumanian Instagram: http://www.instagram.com/rogerdoumanian LinkedIn: http://www.linkedin.com/in/rogerdoumanian YouTube: https://www.youtube.com/rogerdoumanian Twitter: http://www.twitter.com/rogerdoumanian...

Living (and loving) Your Authentic Self with Ryan Miller

In this episode, Ryan Miller joins us in studio to lay down the law on all things #authenticity. In such a noisy world, how do we stand out? How do we find our own message? Our own purpose? Ryan shares some incredible experiences and insights into his journey of living an authentic life. In addition to his brand, Be Authentic, Ryan is always creating content for your favorite social channel. You can find him below. How to find Ryan: www.ryanjamesmiller.com Authentic Conversations Podcast: http:/...

The Elon Musk of Business Risk Management, Christian Moore

Hey podcast listeners, on today's episode of the advice first podcast we get time with Christian Moore Christian's a co-founder of MaxPro Insurance Solutions out here in southern California and they specialize in commercial insurance like workers comp, general liability but not your average insurance policies and this is where it got really interesting their specialty is in those hard to place or complex industries now what's most impressive is hearing what drove Christian down this path enough ...

Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen

Hey podcast listeners, on today's episode of the Advice First podcast we have Fred Wachtel with Prosperitas Financial yet again and his good friend Andrew Cohen. Andrew is an estate planning attorney here in Santa Clarita, California and he specializes in simplifying this crazy world of designing building and maintaining a trust. Andrew points out some of the key differences between having a will and having a trust and why you'd want one over the other. I found this extremely insightful and then...

What Your Body is Trying To Tell You with Doctor Guy - Naturopathic Doctor & Hormone Specialist

On this episode we sit down with Doctor Guy Citron and Christopher Ingram with Prosperitas Financial. Doctor Guy is a naturopathic doctor in Los Angeles California, a phenomenal individual, and frankly Doctor Guy dropped the mic on what it means to be healthy if you have nagging injuries illnesses what those things are trying to tell you and the best avenues to consider healing your body for good. A phenomenal episode and we also tie in you know the correlation between your health and your finan...

Alternative Assets with Classic Car Legend Steve Ingram

Hey, podcast listeners on today's episode of the advice first podcast we interview Steve Ingram and his son Christopher Ingram now Christopher is a financial advisor with Prosperitas Financial and Steve Chris's father is a legend in the classic car world we get to dive into some classic cars as an actual asset class this sounds crazy but after hearing a couple of Steve's stories you will absolutely see why and in addition to those classic cars we explore just alternative assets in general how th...