Advice First

Robert Clark•www.advicefirst.co

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Episodes

Marrying your Tax Plan and Your Financial Plan with Jorge Perazzo, CPA

Hey podcast listeners on today's episode of the advice first podcast we sit down with Jorge Parazzo and Fred Wachtel with Prosperitas Financial. Jorge is a certified public accountant here in Santa Clarita California and he specializes in personal and business tax planning Jorge shared phenomenal insights into the key aspects of tax planning the importance of aligning your financial plan with your tax plan and so much more I got a lot out of this episode it was phenomenal to sit down and hear wh...

Jan 06, 2021•43 min

It All Starts With Your Gut with Real Andrews

Hey podcast listeners, welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas Financial yet again with his good friend Real Andrews. Real is a phenomenal individual, he focuses on the alignment between mental physical and financial health so having Fred in the room was awesome this podcast was hilarious it might be my favorite episode to date I really hope you enjoy! About Real https://championdevelopment.life/ 415-874-5533 info@reala...

Dec 30, 2020•32 min

Avoiding Insurance Pitfalls with Enrique Borja

Hey podcast listeners welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas financial and Enrique Borja. Enrique owns two property casualty insurance offices here in southern California and he walks us through some massive pitfalls to be aware of in your personal and commercial insurance policies now it might sound boring but those pitfalls could literally take away everything that you've worked so hard to build and so that's why thi...

Dec 23, 2020•49 min

Pivoting to Success: Michael Anthony Photography

Hey podcast listeners on this episode we sit down with Mike and Jen from Michael Anthony photography. Mike and Jen are not just any average photographers they run a wedding specialty photography business creating some amazing images that you will be sure to want to see and we dive into what it's been like running a business that specializes in weddings in the year that is 2020 dealing with covid19 all of these fun things if you're not aware you know all of these dates are getting push backed del...

Dec 16, 2020•38 min

Protecting Your Assets from Long Term Care Expenses with Scott Zimmerman

In this episode, we invite Scott Zimmerman into the studio to talk about the realities of long term care in our current environment. Long Term Care is a blanket term referring to home health care, assisted living facilities, and skilled nursing care. The number of individuals utilizing long term care and the costs of care are significantly increasing in every city around the United States. Scott helps us understand what's available in today's insurance markets to help protect us from these costs...

Dec 09, 2020•32 min•Season 1Ep. 4

Recover Your Body, Recover Your Business with Troy Yudin

In this episode, we asked Troy Yudin, founder of ICE Recovery & Wellness (Valencia, CA), to share his experience as a business owner who lost 47% of his revenue in March 2020 due to COVID-19. Not only was he able to recover, but he's leaving 2020 with more loyal members than he's ever had before. Listen in to hear how Troy made the most of unfortunate circumstances, and if you're in Southern California, make sure to stop by ICE and meet Troy for yourself. About ICE: www.ICERandW.com @ICEreco...

Dec 02, 2020•46 min•Season 1Ep. 3

Financial Headlines are Costing You Money, with Chris Ingram

In this episode, we grab time with Christopher Ingram, CEO & Founder of Prosperitas Financial, to find out how those sneaky financial media headlines are affecting our finances. Chris shares some staggering headlines that mislead thousands of consumers daily, and steps you can take to better prepare you and your money against attention-seeking financial news. About Prosperitas Financial: www.prosperitasfin.com https://www.facebook.com/Prosperitasfin https://www.youtube.com/channel/UCsrIrXfEK...

Dec 02, 2020•42 min•Season 1Ep. 2

1. Welcome to Advice First

Welcome to the Advice First Podcast, presented by Prosperitas. In this episode, we highlight what you can expect from the Advice First podcast for the long haul; some of our guests, topics, and all around edutainment.

Jul 02, 2020•5 min•Ep. 1

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