Episode 80 - Laura enjoys working with people who desire to pursue their financial goals. She brings energy and enthusiasm into her clients' financial decision-making process. Laura's commitment to client service is the foundation of her business. A naturally warm, caring, and enthusiastic approach proves her dedication and appreciation for her clients. Laura is a third-generation graduate of Oregon State University and has worked in financial services since 1985. Laura has Series 7 and Series 6...
Dec 07, 2022•1 hr 10 min•Ep. 80
Episode 29 replay - A man of countless talents, Ari has been attached to a selection of inspiring creative projects. His movie acclaims include producing the documentary Five Years North; detailing the journey of an undocumented Guatemalan boy arriving in New York City. Additionally, this year, Ari is set to release his first book and has already been slated to be on the New York Times best-selling author’s list. Over his illustrious career, Ari has dealt with big-name celebrity clients and is n...
Nov 30, 2022•1 hr 17 min•Ep. 29
Episode 79 - Connor Lowery is a financial advisor for the Professional Athlete Division of Ronald Blue Trust. Connor assists athletes in managing their wealth, giving generously, and managing their financial resources wisely. He serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their ...
Nov 23, 2022•1 hr 7 min•Ep. 79
Episode 78 - Joshua Aldus is a wealth advisor in the San Diego office of Octavia Wealth Advisors . One of his great strengths is his daily commitment to improvement across every aspect of his life. Joshua practices consistent discipline to build habits that support client achievement. This includes continuously working to improve investment and planning strategies. He makes a point of studying the economy and striving to anticipate how it may affect client situations. Joshua also believes in act...
Nov 16, 2022•54 min•Ep. 78
Episode 77 - The desire to solve problems has always driven Paul to succeed. This quality, coupled with his honed interest in economics and investments, has been a natural and rewarding connection to helping clients work toward their financial goals. In addition, Paul’s ability to clearly and concisely present the complex aspects of investment advice allows his clients to make more informed decisions with their money. As a Director in Wealth Management and a Partner at Aspiriant , Paul’s approac...
Nov 09, 2022•1 hr 12 min•Ep. 77
Episode 76 - Andrew graduated from the Indiana University of Pennsylvania (IUP) with a bachelor’s degree in finance. He also holds the FINRA SIE, Series 7, 66, and life & health insurance licenses. He was a member of the Student Managed Investment Portfolio throughout his college tenure, where he managed a portion of IUP’s assets and nurtured his passion for finance. Andrew enjoys comprehensive financial planning and helping individuals reach their financial goals. He focuses on long-term, c...
Nov 02, 2022•59 min•Ep. 76
Episode 75 - Erica founded Stream Strategies to inspire individuals, families, and business owners to take control of their financial futures. Planning for retirement is a complex journey, as your goals and needs are unique. Market risk, tax rate risk, inflation risk, increasing health care costs, and the need for long-term care can all majorly impact the funds you have saved and planned to live on for retirement. Uncovering which assets make the most sense is crucial to ensure you will not outl...
Oct 26, 2022•1 hr 4 min•Ep. 75
Episode 74 - Ben is a Certified Financial Planner and Principal at Offit Advisors, a full-service financial planning practice whose professionals serve individuals, families, and closely held businesses, through a client-centric approach. Ben possesses significant experience, expertise, and resources within a broad range of matters, including financial planning, tax planning, investments, and insurance. Ben is an ambitious guy, a great listener, and has an excellent work ethic and high integrity...
Oct 19, 2022•1 hr 13 min•Ep. 74
Episode 73 - Angela has been advising families and family enterprises since 2003. As Partner & COO, her goal is to ensure that clients and employees of DMG are empowered and flourishing. She is driven to find out-of-the-box solutions that address client needs now, whether it’s related to finances or not. From connecting clients to resources for COVID-19 vaccines to conference calls with farmers, her clients truly are family and not just another portfolio. In addition to financial strategies,...
Oct 12, 2022•1 hr 7 min•Ep. 73
Episode 72 - Kevin has been serving individuals, families, and business owners to meet their financial goals for over 22 years. He is currently a Financial Planner at Falcon Wealth Planning, Inc., a Fee-Only advisory firm, where he works directly with clients to help them with their comprehensive plans using efficient tax strategies. Before joining Falcon Wealth Planning, Inc., Kevin served as Regional Manager for TD Ameritrade, most recently, Kevin served as a Senior Private Client Advisor for ...
Oct 05, 2022•1 hr 4 min•Ep. 72
Episode 22 replay - Miles Veth is a faith-driven entrepreneur in Connecticut, who helps businesses grow through creative marketing. As a partner of CSI Financial Group, he is passionate about helping advisors more creatively find ways to engage and serve their prospects and clients. Outside of work, he is an avid piano player and a big fan of the New York Yankees. You can connect with Miles on his website: https://www.vethgroup.com/ WEALTH: Not getting enough clients? Book a FREE 15-minute Clien...
Sep 28, 2022•1 hr 16 min•Ep. 22
Episode 56 replay - 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 owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario...
Sep 21, 2022•1 hr 20 min•Ep. 56
Episode 71 - Lloyd Yamada started his professional life on a completely different path from financial planning. In his mid-40s, however, his father became ill, and Lloyd retired from electrical engineering to help his mother care for him. That time proved a crucial one. Lloyd gained empathy for similar people in transition, and his desire to help them became the springboard for his new career as a financial planner. Today, because of his experience, he understands the need of transitioning clien...
Sep 14, 2022•1 hr 9 min•Ep. 71
Episode 70 - Among many things, Erik is a husband, father, and financial planner. He’s also an avid environmentalist and Christ Follower. Erik cares deeply about the people he serves, and his passion for helping others has fueled the growth of his financial planning business. Erik works closely with medical professionals and their families to first align their financial choices with their most important goals and deeply held values, second, get your entire financial house in order and keep it th...
Sep 07, 2022•1 hr 2 min•Ep. 70
Episode 69 - Christian Mills is the Head of Financial Advisor Relations for Reverse Mortgage Funding LLC (RMF). He has spent the last 25 years working in financial services, mainly in the retirement planning arena. Christian began at Fiserv Trust Company, initially working in IRA Custody; he then moved to the qualified plan division, Trustlynx. Following positions focused on Trust and Custody, TPA, and record-keeping, he worked for the national headquarters of the Financial Planning Association ...
Aug 31, 2022•1 hr 9 min•Ep. 69
Episode 68 - Jill is a passionate wealth advisor, continually striving to find new ways to exceed her client's expectations with her depth of knowledge in taxes, estate planning, and personal finance. Jill's consulting approach is fundamental to empowering her clients to increase their financial literacy and understanding of wealth management. At SWMG, Jill implements our investment strategy, serves as a key member of our Investment Committee, and is a leader in our retirement plan practice. Jil...
Aug 24, 2022•1 hr 19 min•Ep. 68
Episode 67 - Sam is passionate about helping others achieve their financial and personal goals. He loves helping people to change their behavior and better their lives. Sam specializes in helping young professionals, real estate investors, and small business owners. Sam is an Accredited Financial Counselor® and a CERTIFIED FINANCIAL PLANNER™. He has more than 5 years of experience in the financial services industry. He recently graduated from Utah Valley University’s (UVU) Personal Financial Pla...
Aug 17, 2022•1 hr 11 min•Ep. 67
Episode 66 - Michael was born in Israel to Russian parents seeking a life free of the Soviet Union. Two years later, they came to America, and he has lived in the New England area ever since. After college and law school, he simultaneously passed the NY and MA bar exams in 2008 and became a lawyer later that year. Michael went on to practice law for five years, working in large-scale corporate litigation, estate planning, and commercial collections. However, he wasn't practicing the kind of law ...
Aug 10, 2022•1 hr 5 min•Ep. 66
Ep 65 - Glenn graduated from the University of California at San Diego with a BS in Animal Physiology & Neuroscience and a Masters in Educational Sciences. Glenn is also a CFA® charter holder of the CFA Institute . He serves on the firm’s investment committee and is the lead manager for the AMM Dividend Growth Strategy. A former All-American Water Polo player at UCSD, Glenn enjoys coaching and mentoring collegiate-level water polo players in his spare time. Find out more about Glenn Busch on...
Aug 03, 2022•1 hr 8 min•Ep. 65
Episode 64 - Morgan N. Lawrence is a Financial Advisor for Thomas Financial, LLC. Ms. Lawrence is a 2018 West Virginia University graduate, receiving a B.S. in finance and a B.S. in accounting. Morgan has been with Thomas Financial since the firm opened in 2017 and has had a variety of roles within the organization, starting as a licensed administrator and eventually working her way up to full-time advisor. Morgan is currently working towards her CFP (Certified Financial Planner) accreditation, ...
Jul 27, 2022•1 hr 18 min•Ep. 64
Episode 63 - While Scott was born and raised in Montreal, he found his way to the U.S. by way of collegiate baseball at The University of Northern Iowa. While in Iowa, he earned his master’s degree and met his wife Lauren. Now a father of two to Victoria and Archie, Scott spends his time staying active, coaching baseball, and trying to play as much golf as his busy life allows. He takes pride in the financial foundation he provides his family and the legacy he is building for his children. Scott...
Jul 20, 2022•1 hr 26 min•Ep. 63
Episode 62 - Danielle has been working with advisory clients for more than 20 years. She began work in investment management in 1998 with the investment firm, Mitchell Vaught & Taylor, Inc. She also advised clients as an attorney in matters of estate and tax planning since graduating from Northern Illinois University College of Law, where she focused her coursework on estates, tax, and securities law. Danielle was instrumental in the growth of her previous firm where she wore many hats over ...
Jul 13, 2022•57 min•Ep. 62
Episode 61 - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients’ needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productiv...
Jul 06, 2022•1 hr 12 min•Ep. 61
Episode 49 replay - 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, t...
Jun 30, 2022•1 hr 12 min•Ep. 49
Episode 60 - Whitney Emanuel has been a financial adviser since 2011. She began at Ameriprise Financial and branched off on her own to start Whitney Wealth Group in 2016. She took an even bigger leap at the beginning of 2019 to leave the big-box financial world to go completely independent! She holds her CFP® and CRPC®, Series 7, 63, and 65 & multiple state insurance licenses. Whitney works with values-driven executives and business owners that want to know SPECIFICALLY how to plan for their...
Jun 22, 2022•1 hr 18 min•Ep. 60
Episode 59 - Christopher Elmore is the President of Smiley Elmore & Associates, Investment and Insurance, and is an Investment Advisor Representative as well as a Registered Representative through Money Concepts Capital Corp. He also carries a Life, Accident, Health, Property and Casualty (Home, Auto, and Commercial Insurance), and Variable Annuity licenses. For the past twenty years, Christopher has served as Vice-President and in many other capacities at Smiley Elmore & Associates. Chr...
Jun 15, 2022•1 hr 11 min•Ep. 59
Episode 24 - As Founding Managing Partner of Nth Degree Financial Solutions, Eby, with his wife and Managing Partner Joanne Eby, offer an array of services across the broad spectrum of fiduciary and non-fiduciary products provided by financial institutions, including Trust Departments, Trust Companies, Corporate Trustees, Retirement Plan Services, Custodians, Registered Investment Advisors, and Broker-Dealer Firms. When ePIC Services Company was taking shape, founder Carter Wilcoxson recognized ...
Jun 08, 2022•1 hr 33 min•Ep. 24
Episode 58 - Steven always wanted to run his own business but always felt like he wasn’t qualified enough. 𝙃𝙚𝙧𝙚 𝙞𝙨 𝙬𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙚𝙙: Since he wanted to start something of his own, he asked himself what steps can he take to help get his ideas off the ground. In college, he was taught to spend his time building fancy webpages, sales funnels, and digital products, they will come right?! Ummm… no. Starting a business was exhausting, he was working around the clock researching the best...
Jun 01, 2022•1 hr 2 min•Ep. 58
Episode 12 replay - Integrated Trust Systems (ITS) has appointed attorney Ciara E. Lister, Esq. as Chief Counsel from her former Network Attorney position since December 2019. Prior to her initial ITS Network Attorney work and subsequent appointment as ITS Chief Counsel, Ciara specialized in commercial insurance litigation and personal injury law. She also earlier served as an operations director for a biomedical company based in southwest Florida, which provided her with valuable hands-on exper...
May 25, 2022•1 hr 3 min•Ep. 12
Episode 57 - Blanca Abbud is a sales professional that produces winning results for organizations as an individual contributor and sales team leader, delivering consistent results. Her passion is helping businesses get better, grow faster, and become more profitable. She has 20 years of strong sales experience. That experience combined with her education and industry knowledge is what allows her to perform as a top producer in all her roles. With a high level of energy, motivation, business ethi...
May 18, 2022•1 hr 9 min•Ep. 57
