Episode 8 - Lisa Camacho has spent her professional career in executive sales, management, and business ownership. In 2011, God changed her professional direction to focus on wealth development and investing as a stock market trader. In 2016, Lisa and her husband David started focusing their efforts exclusively on helping individuals and families with Estate Planning, Retirement Planning, and Tax-free Income Planning. Together, they have helped hundreds of clients develop a solid retirement plan...
May 11, 2022ā¢1 hr 2 minā¢Ep. 8
Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business ownerās bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario option...
May 04, 2022ā¢1 hr 20 minā¢Ep. 56
Episode 55 - Mark Willis, CFPĀ® is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients. Mark is a CERTIFIED FINANCIAL PLANNERā¢, a three-time #1 Best Sell...
Apr 27, 2022ā¢1 hr 12 minā¢Ep. 55
Episode 54 - Silvia is the Founder and Managing Partner of Manent Capital, a Boston-based wealth management firm that manages over $70 million and focuses on helping professionals understand their personal and business finances so that they can feel accomplished, confident and excited about investing in their future dream goals. She has over 10 years of investment and wealth management experience, including individual investment management, comprehensive financial planning, and high net worth ad...
Apr 20, 2022ā¢1 hr 35 minā¢Ep. 54
Episode 53 - Zechariah is the founder of Ascent Personal Finance, a Registered Investment Advisory Firm serving Gen Z/Millennial Crypto Investors and STEM/Healthcare Pros. Unlike 99% of advisory firms out there, Ascent is advice-only which means that, instead of selling products and getting paid commissions or managing investments, the firm runs on a subscription model focused heavily on financial planning. During his schooling, Zechariah discovered his passion for empowering others to achieve f...
Apr 13, 2022ā¢1 hr 15 minā¢Ep. 53
Episode 52 - Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clientsā financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan ā from setting goals to implementing solutions. After graduating cum laude from the University of Mississippi with a degree in managerial finance with an emphasis on investments, Cliff joined the Tru...
Apr 06, 2022ā¢1 hr 33 minā¢Ep. 52
Episode 51 - Annie Son is a financial advisor at Money Positive - a fiduciary, fee-only firm centered around making financial planning unscary. We work with a broad range of people, but we specialize in helping those who have never had financial planning before and/or have "unconventional" streams of income. Clients could be filmmakers figuring out how to separate their business from their personal finances, burnt-out employees preparing for a year-long sabbatical to travel the world, or artists...
Mar 30, 2022ā¢1 hr 10 minā¢Ep. 51
Episode 27 - Nancy Addison CHC, AADP ā shatters the stereotype about healthy eating. This unique and courageous nutritionist cuts through the myths and misinformation about health and nutrition. She is the nutrition/health/lifestyle/cooking subject-matter expert. Nancy is the strategic advisor for healthful tips for being and living the healthiest life possible. If you want the straight and honest truth, with easy ways to take control of your health and reverse disease, hire Nancy as a speaker o...
Mar 23, 2022ā¢1 hr 9 minā¢Ep. 27
Episode 50 - Brad Gotto is the Owner of Fiat Wealth Management, a fiduciary, fee-only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning. People always ask about our name. Why Fiat...? In economic textbooks, the term āfiat currencyā is loosely defined as āfaith-based currency.ā The U.S. dollar is today ...
Mar 16, 2022ā¢1 hr 12 minā¢Ep. 50
Episode 49 - The idea of launching an asset management firm has been floating in Pavlo's mind since 2017 when he began working on a statistical model, which later resulted in a trading algorithm. As a result, in 2020, the private fund was launched to utilize the underlying algorithm, and PG Capital Management Group became an advisory firm to the private fund. Later on, the decision was made to expand the firm's reach by becoming a registered investment advisory firm. By the end of 2020, the weal...
Mar 09, 2022ā¢1 hr 12 minā¢Ep. 49
Episode 48 - Trishul Patel , CFPĀ®, currently lives in West Palm Beach, Florida. He achieved financial independence before 40, and with his 100% virtual advisory business, he gets up every day to help others do the same. To get where heās at, he prioritized aggressive savings and identified the essential things in his life. Beyond finance and investing, Trishul is an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of him. He began soldering analog circui...
Mar 02, 2022ā¢1 hr 2 minā¢Ep. 48
Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in peopleās lives. After half a decade of success as a mortgage banker helping people buy and refinance their homes, he joined his father, David, as a financial advisor at The Financial Center. āWith my father, I saw first-hand how you can do more good for people on a remarkable level, change their lives and help them create intergenerational wealth,ā Robertson says. āThatās incredibly special....
Feb 23, 2022ā¢1 hr 9 minā¢Ep. 17
Episode 47 - Ryan is a Wealth Advisor who specializes in providing comprehensive financial management and planning services to busy professionals. This includes financial organization, budget creation, cash-flow management, investment strategies for short- and long-term planning. There are other aspects to financial planning which are necessary and require other experts' involvement. When it comes to drafting wills, trusts, and LLC formations, tax planning, and/or estate planning Ryan works clos...
Feb 16, 2022ā¢1 hr 3 minā¢Ep. 47
Episode 46 - Ever since Frank used some of his earnings from delivering newspapers to buy a few bonds at age 12, he has been interested in how finance and investments work. Back then, investment-grade bonds offered interest rates of 10% (those were the times), so the regular review of the bank statement was quite interesting. Several years, and money long spent on sports and education, the power of compound interest and investing revealed itself in an elective college course. That was the beginn...
Feb 09, 2022ā¢1 hr 4 minā¢Ep. 46
Episode 45 - Shari Greco Reiches is Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management, an independent SEC-registered investment advisor. The firm was founded in 2005 to offer comprehensive financial planning and investment management. Shari is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with their Core Values. She is a frequent speaker on financial planning and values, author of Maximize Your...
Feb 02, 2022ā¢1 hr 10 minā¢Ep. 45
Episode 44 - āāDionelle Rucker has 10+ years of experience in the financial services industry. His background includes tax preparation, wealth management, and consulting for individuals and businesses. After finishing high school in San Antonio, TX, Dionelle graduated from The University of the Incarnate Word. He graduated with a bachelorās degree in accounting and also a masterās degree in business administration. He currently runs a boutique financial services firm in San Antonio. His interest...
Jan 26, 2022ā¢1 hr 4 minā¢Ep. 44
Episode 43 - Dean Somes is currently the Senior Wealth Manager at Three Bell Capital. Formerly, Dean was Vice President and Wealth Manager at Bank of New York Mellon and Senior Portfolio Manager for Cross Capital Partners, LP in Dallas, Texas. At seventeen, Dean discovered his passion for the stock markets while employed for a Dallas-based hedge fund, Tarpon Partners, and continued trading throughout his years at Boston College, where he earned dual B.A. degrees. In 2004, Dean joined Cross Capit...
Jan 19, 2022ā¢1 hr 18 minā¢Ep. 43
Episode 42 - Marti McLeish is an innovative and outcomes-oriented leader with 20 years of extensive progressive experience within the financial services industry. She provides meaningful and hands-on leadership, strategic planning and execution, business development, and operational excellence by drawing from her vast experience. She began her career in a leading Field Marketing Organization where she developed business strategies and marketing plans for over 100 different insurance and advisory...
Jan 12, 2022ā¢1 hr 7 minā¢Ep. 42
Episode 41 - Amanda Batemanās financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelorās degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNERā¢ professional with a deep understanding of investment strategies and the holistic nature of effective planning. At Dentist Advisors, Amanda gives her top-tier institutional experience a personal touch as she helps dentists reach their wea...
Jan 05, 2022ā¢59 minā¢Ep. 41
Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly a lot of FUN! Check out this update from the Co-Hosts of The Health and Wealth Podcast Show and see ...
Dec 29, 2021ā¢51 minā¢Ep. 28
Episode 40 - Brad joined Mendel Money Management in 2013 and currently serves as a Wealth Advisor. He graduated from Boston University in 2004 with a B.A. in Computer Science. He began his career as a small business consultant with a focus on their Information Technology infrastructure. In 2006, Brad decided to accept a position as an actuary at Shore Tompkins Actuarial Resources. His primary role was to consult with small business owners on the design and administration of their defined benefit...
Dec 22, 2021ā¢1 hr 5 minā¢Ep. 40
Episode 39 - Gary Korolev has used his 15 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch, and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clientsā Investment Management, Risk Management, Estate Planning, and Retirement Planning needs. His practice focuses on High Net Worth individuals, families, and business owners with financial needs far beyond investment management. Garyās clients are provided with a truly ...
Dec 15, 2021ā¢1 hr 4 minā¢Ep. 39
Episode 38 - Gary A. Loftsgard, CFP founded Integrated Trust Systems (ITS) in 1985 as an outsource estate-planning specialty service for law firms and thereafter (1989) pioneered the now-popular concept of multi-disciplinary, advisory network estate planning. Under Gary's leadership, ITS subsequently developed a fully digitized, transformational eStatePlanā¢ auto processing system (My LifeCard PlanĀ®). Gary's work over the years has produced innovative product technology and the construction of br...
Dec 08, 2021ā¢1 hr 29 minā¢Ep. 38
Episode 37 - Kimberlyās experiences frame the wisdom needed to be the respected Coach she is today. More and more, Advisors crave REAL and CLEAR conversations around normalizing the actual efforts it takes to be a Business Owner. This knowledge led her transition of Coaching from a Sr Executive Management level down the path of Founder & Coach of The Approach Coaching Method. Every person will benefit from the RIGHT Coach. For over 20yrs, this experience has been proven true for the individu...
Dec 01, 2021ā¢1 hr 23 minā¢Ep. 37
Episode 36 - Christian Aymond has over 30 years of sales and marketing experience in the securities industry. Prior to co-founding A3 Financial Investments, Aymond was a Director at SBAM, an alternative credit hedge fund. Aymond also developed alternative strategy products in the 40 act space as a Co-founder and Principal of Absolute Investment Advisers, LLC. He has also held various marketing and sales management positions at Putnam Investments and Federated Investors, Inc. Aymond received a B....
Nov 24, 2021ā¢1 hr 27 minā¢Ep. 36
Episode 35 - Adam is an advisor in Richardson, Texas. He earned his B.B.A in International Business with a minor in Spanish from the University of Texas at Austin. Following graduation, Adam went to work overseas creating investment guides on developing countries highlighting foreign direct investment and joint venture opportunities in Turkey, Romania, and Azerbaijan. January of 2005 marked the beginning of his career in financial planning, and since then heās earned his Certified Financial Plan...
Nov 17, 2021ā¢1 hr 24 minā¢Ep. 35
Episode 34 - Mason is a native of Olathe, KS, and recently had the privilege to graduate from the University of Kansas in Lawrence, where he received his degree in Finance. Mason has always liked to work: he began earning money at the age of twelve and, amazingly, found that he wanted to save the money he had worked so hard to acquire. The lesson he learned was to always save for a purpose. Mason believes heās been blessed with an entrepreneurial spirit and a constant desire to learn. Itās becom...
Nov 10, 2021ā¢1 hr 13 minā¢Ep. 34
Episode 33 - Prior to being a Sales Manager at SmartAsset, Mike was the Founder & COO of Creative Riff (2015 - 2018) which was an experiential marketing company. Mike is also on the finance committee for his Family Foundation. Mike Rosenberg has been helping support and develop marketing campaigns for financial advisors dating back to 2010. First, as a wholesaler for the company Natixis to currently a Sales Manager for the direct sales team at SmartAsset. You can learn more about the SmartAs...
Nov 03, 2021ā¢1 hr 19 minā¢Ep. 33
Episode 32 - Bringing peace of mind to clients is incredibly rewarding and his favorite part of delivering financial advice. David enjoys knowing he can relieve client stress by assuring them they have us in their corner constantly looking out for their financial wellness. Davidās favorite part of the financial planning process is getting to know the client. āJust as there is so much more to people than their finances, there is so much more to a financial plan than numbers. The holistic approach...
Oct 27, 2021ā¢1 hr 10 minā¢Ep. 32
Episode 31 - Experience & Expertise Owen specializes in working closely with individuals, families, and foundations/endowments to help them put in place better financial practices that result in achieving their short and long-term aspirations. At Greenspring, he is an integral part of the financial planning committee and leads the Baltimore chapter of The National Association of Personal Financial Advisors (NAPFA). Creating the best client experience is a passion for Owen. You can learn more...
Oct 20, 2021ā¢1 hr 7 minā¢Ep. 31
