Health and Wealth Podcast with Carter & Tim

Retirement Impact Blueprint Creator - Anson McDaniel

Thu, 14 Nov 2024 08:00:00 -0800

In this Health and Wealth Podcast episode, hosts Carter Wilcoxson and Dr. Ben welcome Anson McDaniel, who shares his extensive journey in the financial services industry. Anson discusses the importance of mentorship, the influence of his family, and his commitment to helping others. The conversation delves into Anson's current work, including the Retirement Impact Blueprint, which focuses on tax mitigation strategies for high-net-worth individuals. Anson also highlights his philanthropic efforts to combat human trafficking and the importance of having a purpose beyond financial gain. In this episode, Carter discusses the importance of passing on values rather than just valuables, emphasizing the need for a solid moral foundation in wealth management. He highlights the heartbreaking issue of children without homes and the role of wealth in funding organizations that help them. The conversation shifts to the significance of health in wealth, particularly as individuals age, and the importance of understanding BMI and weight management. Carter shares insights on fasting as a powerful tool for health improvement and discusses the connection between spiritual health and overall well-being. The episode concludes with a reminder of the importance of passing down values to future generations.

Story Notes:

Anson McDaniel's Journey into Financial Services
Family and Personal Influences
The Importance of Helping Others
Building Professional Connections
The Philosophy of Client-Centric Service
Anson's Current Work and Purpose
Retirement Impact Blueprint Overview
Human Trafficking Awareness and Philanthropy
Tax Mitigation Strategies for High Net-Worth Individuals
Passing on Values, Not Just Valuables

Learn more about Anson McDaniel and his Retirement Impact Blueprint here: https://www.theretirementimpactblueprint.com/the-retirement-impact-blueprint-waitlist-page

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

#HealthAndWealth #FinancialWellness #RetirementPlanning #MentorshipMatters #Philanthropy #TaxStrategies #ValuesOverValuables #WealthManagement #HumanTraffickingAwareness #HealthyLiving #SpiritualHealth #BMIManagement #FastingForHealth #PurposeDrivenLife

The Role of Education in Financial Services with Geoffrey Wallace

Thu, 10 Oct 2024 08:00:00 -0700

In this episode of the Health and Wealth Podcast, host Carter Wilcoxson and co-host Dr. Ben engage with Geoffrey Wallace from Mutual of Omaha Mortgage. They explore Geoffrey's journey into financial services, the impact of personal experiences on career choices, and the importance of education in financial planning. The conversation also delves into the challenges faced in the mortgage industry, the role of reverse mortgages in retirement planning, and the intersection of health and wealth, particularly concerning end-of-life care. Additionally, they discuss the effects of technology on mental health and the benefits of staying active through sports like pickleball.

Geoffrey Wallace's Journey into Financial Services
The Impact of Family Experiences on Career Choices
Connecting Through Shared Backgrounds
Transitioning to Mutual of Omaha Mortgage
The Importance of Education in Financial Services
Navigating Market Challenges and Opportunities
The Role of Reverse Mortgages in Financial Planning
Health and Wealth: Addressing End-of-Life Care
The Effects of Technology on Mental Health
Staying Active: The Benefits of Pickleball

Learn more about Geoffrey Wallace here: https://www.linkedin.com/in/wallacegeoffrey/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

#HealthAndWealth #ChiropracticCare #HolisticHealth #NaturalHealing #WellnessJourney #DrBenShamoiel #ChiropractorLife #HealthAndWellness #FamilyWellness #RootCauseHealing #HolisticApproach #NaturopathicLivin

Meet Dr. Ben: Our New Interim Co-Host

Wed, 11 Sep 2024 08:00:00 -0700

In this conversation, Carter Wilcoxson introduces Dr. Ben Shamoiel as the interim co-host of the Health and Wealth Podcast. Dr. Ben is a board-certified chiropractor with over 26 years of experience. He shares his journey of becoming a chiropractor and his passion for restoring health and wellness naturally. They discuss the importance of addressing the root cause of health issues and creating a holistic environment for healing. Dr. Ben also talks about his personal life, including his wife and two children, who have been raised with a natural and chiropractic mindset.

Story Notes:

Introducing Dr. Ben as the Interim Co-host
Dr. Ben's Background and Journey to Becoming a Chiropractor
Restoring Health and Wellness Naturally
The Importance of a Holistic Environment
Addressing the Root Cause of Health Issues
The Role of Genetics in Health
Creating a Naturopathic Approach to Health
The Impact of Family on Health and Well-being
Dr. Ben's Personal Life and Relocation

Learn more about Dr. Ben Shamoiel here: https://www.thelachiropractor.com/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

Navigating Financial Advisory in a Changing World with Andrew Nemes

Fri, 30 Aug 2024 11:00:00 -0700

Andrew Nemes, a financial advisor in Novi, Michigan, shares his unique background and how he got into financial advisory services. He comes from a family of CPAs, with his father also being a financial advisor. Andrew emphasizes the importance of learning about business operations and laws before entering the financial world. He discusses the challenges faced during the COVID-19 pandemic, including market drops and transitioning to virtual meetings. Andrew's clientele consists of physicians, entrepreneurs, and auto executives, focusing on building solid relationships with his clients.

Story Notes:

Growing Up in a Competitive Household
Transitioning into Financial Advisory Services
Clientele and Specialties
Challenges Faced During COVID-19
Building Relationships with Clients
Adapting to Industry Trends and Opportunities for Financial Advisors
The Importance of Building Relationships in Financial Advisory
Home Workouts and the Benefits of Yoga and Acupressure
The Power of Sprouts and Chemical-Free Foods
The Health Benefits of Infrared Saunas and Nano Silver Products

Learn more about Andrew Nemes here: https://www.linkedin.com/in/andrew-nemes-cpa-cima%C2%AE-2659a8b2/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

#FinancialAdvisory #WealthManagement #ClientRelationships #FinancialAdvisor #Entrepreneurship #COVIDChallenges #BusinessStrategy #HealthAndWellness #HomeWorkouts #ChemicalFreeLiving #InfraredSauna

The Benefits of Tax-Free Municipal Bonds with Chris Murray

Fri, 23 Aug 2024 09:00:00 -0700

In this conversation, hosts Tim and Carter welcome guest Chris Murray. They discuss various topics including golf, personal experiences, and the financial services industry. Chris Murray, shares his journey from being a stay-at-home dad to becoming a financial advisor. He emphasizes the importance of building trust and relationships with clients and educating them about their investments. The conversation also touches on the demographics of Chris's clientele and the benefits of tax-free municipal bonds. Chris Murray discusses the challenges and opportunities presented by COVID-19 in his financial advising business. He explains that while some clients moved out of state, he was still able to work with them remotely using tools like Zoom and Microsoft Teams.

Murray emphasizes the importance of making an impact and leaving a legacy in his work, and he values working with clients who appreciate his approach. He also discusses the concept of success and how it is not solely measured by assets under management, but also by the number of clients who refer to him. The conversation then shifts to the topic of stress and its detrimental effects on financial advisors. Murray highlights the importance of managing stress and shares strategies such as meditation, breathwork, and exercise. The discussion concludes with a conversation about maintaining balance and coordination as one gets older, with suggestions for incorporating yoga, balancing exercises, and plyometrics into a fitness routine.

Story Notes:

Influencers Event and Retreat Experiences
Transitioning to the Financial Services Business
Transitioning to the Financial Services Industry
The Importance of Authenticity and Connection
Moving to Colorado and Back to California
Playing Golf and Building Connections
Chris's Financial Practice and Clientele
Transition to the Second Part of the Conversation
Introduction to the Second Part of the Conversation
Building Trust and Relationships in the Financial Services Industry
Managing Expectations and Providing a Safe Place
The Importance of Educating Clients about Investments
Working with Clients of Various Demographics

Learn more about Chris Murray here: linkedin.com/in/chris-murraymur

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Go to https://chemicalfreebody.com/?sscid=a1k7_avqy2&products and grab GREEN 85 Juice Formula or book a FREE 30 minute Health Strategy Session with Tim or one of his coaches

#TaxFreeBonds #MunicipalBonds #FinancialAdvisor #InvestmentStrategies #ClientTrust #FinancialPlanning #WealthManagement #StressManagement #HealthyLiving #ClientRelationships #LegacyBuilding #FinancialServices

Resolving Tax Disputes and Saving Money through Tax Planning with Blake Pinyan

Thu, 15 Aug 2024 07:00:00 -0700

In this conversation, Blake Pinyan, a financial planner at Anchor Bay Capital, shares his journey into the financial services industry and his passion for helping clients. He discusses his focus on young professionals and pre-retirees, offering comprehensive financial planning, customized investment management, tax preparation, and estate planning services. Blake also highlights his Enrolled Agent (EA) designation, which allows him to represent clients before the IRS and provide tax advice. He shares examples of how he has helped clients resolve tax disputes and save money through tax planning strategies. Overall, Blake's personal experiences and expertise shape his commitment to helping clients achieve financial success.

Story Notes:

The Importance of Health and Self-Care
Helping Young Professionals and Pre-Retirees with Financial Planning
Blake Pinyon's Journey into the Financial Services Industry
Overcoming Personal Challenges and Using Them as Motivation
San Diego State University and Sports Achievements
Blake Pinyon's Role at Anchor Bay Capital
The Benefits of an Enrolled Agent (EA) Designation for Tax Services
Resolving Tax Disputes and Saving Money through Tax Planning
Expertise in Equity Compensation

Learn more about Blake Pinyan here: https://www.linkedin.com/in/blakepinyan/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

#TaxPlanning #FinancialSuccess #TaxDisputes #EnrolledAgent #FinancialAdvisor #YoungProfessionals #PreRetirees #WealthManagement #InvestmentStrategies #EstatePlanning #FinancialPlanning #BlakePinyan #AnchorBayCapital #FinancialServices #MoneySavingTips #TaxAdvice

The Importance of Food Quality and Buying Local with Kyle Ryan

Thu, 08 Aug 2024 06:00:00 -0700

In this episode of Health and Wealth Podcast, financial advisor Kyle Ryan discusses his journey into the industry and his passion for helping people with their finances. He shares how his parents' influence and his own experiences shaped his interest in financial planning. Kyle also talks about his podcast, Fresh Finance, and how it helps establish credibility and educate listeners. He emphasizes the importance of finding the right fit with clients and the challenges of client acquisition. Overall, Kyle's focus is on providing education and building trust with his clients.

In this conversation, Kyle Ryan discusses various topics related to health and wellness. He talks about the importance of paying attention to the quality of food we consume and highlights the presence of harmful substances in many grocery store products. Kyle emphasizes the need to buy local, organic, and minimally processed food to ensure optimal health. He also delves into the topic of COVID-19, questioning the nature of the virus and suggesting that it may be a synthetic snake venom that has been introduced into the water supply. Kyle shares insights on the role of nicotine in combating long-haul COVID symptoms.

Story Notes:

Early Influences and Mentality Towards Money
Focus on Retirement Planning and Fresh Finance Podcast
Challenges and Lessons in Client Meetings
Client Acquisition and Outward Marketing
Reciprocation and Fit Agenda
The Importance of Food Quality and Buying Local
Is COVID-19 a Synthetic Snake Venom?
The Role of Nicotine in Combating Long-Haul COVID Symptoms

Learn more about Kyle Ryan here: https://www.linkedin.com/in/kyle-ryan-cfp/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxson-epic-ceo ) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

Empowering Minds, Transforming Finances with Paul Lim

Wed, 20 Dec 2023 13:00:00 -0800

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome Paul Lim, a financial advisor and Advisory Board Member of the San Diego Financial Literacy Center (SDFLC). The hosts discuss Paul's journey into financial advising and his passion for simplifying complex financial concepts. Paul emphasizes the importance of visual explanations in teaching and shares insights on tax deductions using a metaphor of peeling dollars off the top of a pile. The conversation delves into the challenges of the Great Recession and the unique work culture shift from the East Coast to the West Coast.

Paul's involvement with the SDFLC is explored, highlighting the center's mission to enhance financial literacy. The hosts discuss the inadequacies of the public school system in teaching financial concepts and the need for accessible financial education for all age groups. Paul's dedication to breaking down financial barriers and his unique teaching approach make this episode a valuable resource for those seeking financial literacy.

Story Notes:

Getting to Know Paul Lim
Financial Literacy and Teaching
San Diego Financial Literacy Center (SDFLC)
Communication Strategies

Learn more about Paul Lim here:

https://www.sdflc.org/about/staff-board/

WEALTH: Not getting enough clients? Book a FREE

(https://www.epicservicescompany.com/meetings/cwilcoxsonepicceo) 15 minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

Navigating the Complexities of the Financial Industry with Lisa Malick

Wed, 08 Nov 2023 13:00:00 -0800

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives.

Lisa emphasized the importance of understanding clients' unique financial goals and needs, especially in the context of life transitions like retirement or the loss of a spouse. Lisa also discussed the transition to a fee-only model for her firm, highlighting the focus on eliminating conflicts of interest and providing comprehensive financial planning. The podcast touched on her personal experiences and how they influence her approach to financial advising.

Story Notes:

Meet Lisa Malick
Challenges and Adversities
Comprehensive Financial Planning
Life Insurance and Planning
Transition to Fee-Only Model

Learn more about Lisa Malick here: https://lighthousefinancialllc.com/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Brock Eson - Building Enterprise Value and Balancing Relationships in Financial Advisory

Wed, 18 Oct 2023 13:00:00 -0700

In this episode of the Health and Wealth podcast, your hosts, Carter and Tim, sit down with their guest, Brock Eson, who recently joined the Investors Resource team. Brock shares insights about his journey in the financial advisory world, how he transitioned from banking to independence, and the motivation behind his passion for helping people with their finances.

Brock Eson, a soccer enthusiast and financial advisor, opens up about his background and what led him into the financial services industry. He talks about the fear of not understanding money, which initially drove him to learn about finance and help others navigate the complex world of personal finance.Brock shares his experience working at New England Financial and his transition into the independent advisory space. He highlights the importance of early wins in his career and the impact of mentorship.

This episode provides a fascinating look at Brock Eson's journey in the financial advisory world, his commitment to building enterprise value, and his passion for helping clients achieve financial clarity. It also highlights the significance of partnerships built on mutual respect and understanding to provide comprehensive financial services to clients in a unique geographic region.

Story Notes:

* Brock's Background and Motivation

* Navigating the Financial Services World

* Leadership and Ego

* Influence of Personal Experience

* Transition to Investors Resource

* Balancing Fee-Based and Insurance Products

Learn more about Brock Eson here: https://www.invresource.com/

See omnystudio.com/listener for privacy information.

Cheryl Canzanella - Navigating the Financial Impact of the Opioid Crisis

Wed, 20 Sep 2023 13:00:00 -0700

In this episode of the Health and Wealth podcast, hosts Carter and Tim are joined by their special guest, Cheryl Canzanella. Cheryl has a unique perspective in the financial industry, specializing in raising awareness about the opioid crisis and its impact on financial health. The opioid epidemic has significant financial and economic implications, costing approximately 696 billion dollars in 2018 alone, which is about 3.4% of the GDP.

Carter and Tim dive into Cheryl's personal journey and how she became deeply involved in addressing the opioid crisis. Cheryl's story began when she got married in 2011, and her husband started battling addiction due to a back injury. At first, she was in denial and tried to keep the situation hidden. She thought that sharing this personal struggle would be detrimental to her career in the financial industry.

Story Notes:

Cheryl's Journey in Financial Services
Cheryl's Specialization in the Opioid Crisis
Personal Experience with the Opioid Crisis
The Importance of Addressing the Opioid Crisis
Misconceptions Surrounding Reverse Mortgages
National Association of Insurance and Financial Advisors (NAIFA)

Learn more about Cheryl Canzanella here: https://cherylcanzanella.com/#bio

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation

Wed, 06 Sep 2023 13:00:00 -0700

Welcome back to the Health and Wealth Podcast with your hosts, Carter and Tim. Today's guest is Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning.

Patrick's expertise lies in identifying opportunities for clients to make strategic charitable donations while also benefiting from tax deductions. He's an accredited tax preparer and a chartered advisor in philanthropy, making him well-equipped to navigate the intricacies of tax laws and charitable giving regulations. Patrick shared a captivating story about a unique tax credit opportunity involving an oil and gas program that ultimately saved his clients significant money while aligning with their philanthropic goals.

This episode is a testament to the power of specialized expertise in the financial realm and how financial planners like Patrick can make a tangible impact on their clients' financial well-being and their ability to contribute positively to their communities. Tune in to the rest of the episode to learn more about Patrick's insights and how he's helping clients make informed decisions to safeguard and grow their wealth.

Story Notes:

Getting to Know Patrick Huey
Charitable Financial Planning
Creating Value Through Strategy
The Impact of Financial Planning on Clients
Balancing Wealth Preservation and Charitable Giving

Learn more about Patrick Huey here: https://www.victoryindependentplanning.com/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Charlie Beljan - Gratitude, Discipline, and the Power of Sobriety

Wed, 16 Aug 2023 11:00:00 -0700

Welcome back to "Health and Wealth," where hosts Carter Wilcoxson and Tim James are joined by this week's guest, Charlie Beljan, Golfer at PGA Tour. In this episode, Charlie shares his inspiring journey from being a PGA Tour player to overcoming personal struggles with alcohol and mental health, leading to his transformation towards sobriety and well-being. Charlie is a PGA Tour Winner and won the US Junior Amateur in 2002.

Charlie shares his passion for mentoring young athletes and helping them navigate the challenges of sports and life. He reflects on the role of ego in sports and how controlling it can lead to success. The hosts and Charlie discuss the significance of mental strength and discipline, highlighting the role of mindset in achieving one's goals.

Story Notes:

Dealing with Challenges and Expectations
Discussion on Mindset and Success
Parenting and Mentoring Junior Golfers
Promotion and Sharing Personal Journey
Longevity and Building Strong Communities

Learn more about Charlie Beljan here: https://instagram.com/cbeljan?igshid=MzRlODBiNWFlZA==

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

Navigating Authenticity and Technological Evolution with Libby Griewe

Wed, 28 Jun 2023 11:00:00 -0700

In this episode of the Health and Wealth podcast, hosts Carter and Tim welcome their guest, Libby Griewe, of The Efficient Advisor podcast. The hosts and Libby discuss her journey from sports marketing to financial planning and the importance of authenticity in the industry. They also touch upon the evolution of technology in financial services.

Libby, a financial planner, shares her journey into the industry, starting with her early interest in investing and her background in engineering physics. She talks about her experience working in sports marketing before ultimately pursuing financial planning. They discuss her target market, which unexpectedly became older women, and her approach to financial planning, which focuses on leading with financial planning rather than sales. The hosts also touch on the changes in technology over the years and how it has impacted the industry. The episode provides insights into Libby's unique path in financial planning and the evolution of the profession.

Story Notes:

Acquiring Clients in the Early Days
Sports Marketing Interlude
Technological Evolution in Financial Planning

Learn more about Libby Griewe here: https://www.theefficientadvisor.com/

See omnystudio.com/listener for privacy information.

Navigating the Financial Services Arena with Jeff Kothe

Wed, 07 Jun 2023 08:00:00 -0700

In this episode of The Health and Wealth podcast, hosts Carter Wilcoxson and Tim James sit down with their guest, Jeff Kothe, to delve into his journey in the financial services and marketing arena. Jeff shares how his career in insurance began during a challenging job market and his subsequent foray into Medicare supplements, life insurance, and annuities. He also discusses the motivation behind his shift towards helping others in the industry and shares success stories of assisting agents in improving their sales techniques. The conversation highlights the importance of suitability in the insurance industry and the challenges that can arise even when following the rules. Jeff also explains his role as a marketer for CSI Financial Group and his focus on creating a program to align agents with business owners seeking tax-free retirement options.

Jeff Kothe started his professional career in 1985. He is a graduate of the University of Illinois- Urbana/Champaign with a Bachelor’s Degree in Psychology and a minor in Math and Sciences. Mr. Kothe prides himself on being well informed and is regularly enrolled in continuing education to stay on top of current laws and trends. Jeff is seen as an asset to business owners because he has seen success as a business owner and is able to pass that experience on to those he works with to help them grow their business and help more people.

Story Notes:

Jeff's Journey in Financial Services and Marketing
Transition to a New Role
Creating a Program for Success

Learn more about Jeff Kothe here: https://kotheenterprises.com/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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VP Brion Crum - Encouraging Investment in Economically Disadvantaged Areas

Wed, 17 May 2023 12:00:00 -0700

In this episode of the Health and Wealth podcast, hosted by Carter and Tim, they welcome Brion Crum, the VP of Wealth Development at Caliber Funds, to discuss his journey and experience in the financial services industry. Carter shares how he met Brion at an alliance campaign and attended a round table discussion with him, and they have been discussing having him on the podcast ever since. Brion talks about how growing up on a farm in Ohio and watching his father's entrepreneurship made him realize the value of business ownership and investing in real estate. This realization drove him to pursue a career in financial services, and he currently works for Caliber Funds and Caliber Companies.

Brion also shares about the history of Caliber, which started in 2009 to help people access real estate deals during the last great recession. He explains that Caliber buys distressed properties, renovates them, and distributes income to investors. In 2014, they were able to take advantage of the Jobs Act, which allowed equity crowdfunding to occur. Brion explains that they had to make sure that all investors were accredited, meaning they had a net worth over a million dollars or an income exceeding $300,000 as a couple or $200,000 as an individual.

They also discuss the Opportunities Zone Fund program, which is designed to encourage investment in economically disadvantaged areas in the US. Investors who have a capital gain can invest it in a qualified opportunity zone fund, which provides them with tax benefits such as deferring owing any federal capital gains tax for several years. Caliber invests in real estate, particularly in Arizona, Colorado, and Texas. The company has a vertically integrated and diversified real estate asset management system and raises most of its capital through Caliber Funds. Brion also talks about how financial advisors can work with Caliber and the benefits of doing so.

Brion Crum is the VP of Wealth Development at Caliber Funds. His responsibilities include raising money for Caliber’s multiple real estate funds and helping accredited investors develop their wealth.

Prior to Caliber, Brion was a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth investors and business owners on strategies for asset protection, tax planning and portfolio construction. Brion began his career as an internal wholesaler at ING Funds before becoming an independent advisor and consultant for companies with high-growth potential and their executives.

Brion has been on the founding advisory board of Eliances, an entrepreneurship community, and is a board member/advisor for a diverse group of organizations that have community impact and sustainability at their core.

Learn more about Brion Crum here: https://caliberfunds.co/brion-crum/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.

Brad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement Journey

Wed, 22 Mar 2023 13:30:00 -0700

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 ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist.

Trust is the bedrock of the work at Fiat Wealth Management. Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. I also provide mentorship to financial advisors to create educational content to present to prospective and current clientele.

Learn more about Brad Gotto and Fiat WM here: www.fiatwm.com/about

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Angela Wright, CFP®, MBA Creating A Place of Possibility For Clients

Wed, 15 Mar 2023 13:15:00 -0700

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, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. She has a knack for helping people discover their strengths and then applying those strengths to achieve success. Angela also introduced a Results Only Work Environment (ROWE) to Del Monte Group, which holds each employee accountable for specific results (excellent service to our clients) while ultimately liberating them from fixed work schedules and locations. She is a big believer in innovative management techniques and client service methodologies that create sensational outcomes for everyone who steps through the door. Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children.

Learn more about Angela here: https://aplaceofpossibility.com/angela/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Ryan Savage CFP®, Savage and Associates- Planning for the long term

Wed, 08 Mar 2023 13:15:00 -0800

Episode 87 - Having grown up around the business, Ryan has long desired to join Savage and provide his clients with the best service and expertise possible. After graduating from Michigan State University, Ryan began in 2019 and worked alongside his father, Sean. Ryan is focused on serving the next generation of Sean’s clients while building his practice. His focus is to help clients develop the financial skills necessary to allow for successful planning over the long term. In May of 2022, Ryan achieved CFP® certification, the standard of excellence in financial planning. By Achieving CFP® certification, Ryan has demonstrated expertise and is committed to serving his clients to the highest standard.

Learn more about Ryan Savage here: https://savageandassociates.com/ryan-savage/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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CEO Barbara Micheletti of Interrupting Aging-Gerontologist Partnering With Financial Professionals In The Senior Market

Wed, 22 Feb 2023 19:33:47 -0800

Epiosde 86 - Barbara is a Gerontologist Consultant on a heart-felt mission to holistically change how financial professionals, insurance leaders, entrepreneurs, executives & senior-focused industry leaders can better engage with their aging clientele & age-related money issues. An energetic solution seeker and consensus builder, she is a fierce advocate of partnering with professionals who want to make the broadest positive impact with their senior population by the phrase, "a rising tide can lift all boats!"

Barbara is the go-to aging expert & public speaker, bringing professional training as a 25-year Gerontologist and a Financial Planner, along with 13 years of experience as a former award-winning Insurance Agency owner & Business Insurance advisor. She is the curious, creative designer and motivational coach behind the 6-Month, online Aging, and Money Blueprint online program. This one-of-a-kind, on-demand educational coaching program teaches mission-driven professionals how to become aging experts so they can help their clients identify and emotionally plan, in advance, for inevitable and sometimes devastating aging-related money issues.

She's a highly rated, dynamic national speaker. She is called upon frequently for interviews on podcasts & webinars where she enthusiastically spreads the message that positive aging outcomes are supported by a uniquely holistic, person-centered, self-awareness of aging approach that encompasses a powerful combination of comprehensive financial planning and preparing for inevitable aging issues.

Learn more about and connect with Barbara Micheletti here: https://interruptingaging.com/

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Joe Allaria, CFP®, MBA Partner and Wealth Advisor for Carson Allaria Wealth Management- Quarterbacking His Clients To A Successful Retirement

Wed, 15 Feb 2023 13:15:00 -0800

Episode 85 - As a Partner and Wealth Advisor for Carson Allaria Wealth Management, Joe’s primary responsibilities are to work directly with clients as the leader of their financial plan while also creating and implementing the strategic vision for the firm. Joe brings an analytical yet creative approach to finding solutions for our clients and pursuing the vision of our firm.

For his numerous articles, Joe has been featured in the Wall Street Journal, USA Today.com, Yahoo Finance, Nasdaq.com, and Investopedia. Joe is committed to educating his clients and the general public about the crucial issues surrounding financial planning and wealth management.

Joe earned his CERTIFIED FINANCIAL PLANNER™ designation in 2015. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement planning, and estate planning. Joe also holds a Life & Health Insurance License and a Series 65 Security License.

Joe was born and raised in Edwardsville, Illinois, where he graduated from high school and received a Division I football scholarship to Southern Illinois University Carbondale. There, he earned a Bachelor’s Degree in Marketing and met his wife, Jacki. Joe played football throughout his college career and was named a 1st Team ESPN Academic All-American while also being honored as an SIU Top 25 Distinguished Senior, of which honorees are selected university-wide. He later earned an MBA from Southern Illinois University Edwardsville.

Joe, Jacki, and their two sons, Brooks and Bennett, enjoy living in the Edwardsville/Glen Carbon community. They enjoy traveling as a family, hiking in the Pacific Northwest, being outdoors, listening to and playing music, and spending time with family and friends.

Connect with Joe Allaria on LinkedIn.

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Mason Marozas-Why Hiring A Young Advisor Makes Sense

Wed, 08 Feb 2023 13:30:00 -0800

Episode 34 Replay - 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 he’s been blessed with an entrepreneurial spirit and a constant desire to learn. It’s become apparent to him that a significant issue many hard-working Americans face is financial health in their retirement. Mason is dedicating his education and current work experience to helping address this issue. While he may be young, he has two incredible mentors in his father, Kurt Marozas, and Michael Hosford, the founder of Synergy Ph.D. Their direction and guidance give him the knowledge and confidence to believe he can genuinely positively affect financial lives. Mason looks forward to helping many people throughout his chosen career.

You can find out more about Mason and his company by visiting: https://www.synergytx.com/

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Brad Mendel, CFP®, EA Training New Advisors From The Ground Up

Wed, 01 Feb 2023 13:30:00 -0800

Ep 40 replay - 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 and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio.

He is also a CERTIFIED FINANCIAL PLANNER (CFP®). Brad grew up in Northbrook, Illinois, and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers. Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does.

To learn more about Brad Mendel and Mendel Money go to: https://www.mendelmoney.com/about-us/our-firm/

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Josh Manifold, Bringing Access and Transparency to Value-Driven Clients

Wed, 25 Jan 2023 13:15:00 -0800

Episode 61 replay - 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 productivity.

Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/

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Phil Graham, CEO and Creator of The Beneficiary Liquidity Plan® Delivers Money To Beneficiaries When It’s Needed Most

Wed, 18 Jan 2023 13:59:26 -0800

Ep 84 - Phil Graham is the driving force behind the development and innovation of BLP. Phil brings over 25 years of financial services experience, focusing on designing and distributing products through financial advisors. He has led the efforts of over $22 billion in insurance, investment, and annuity sales.

At BLP, we bring innovative products and distribution onto modern financial planning platforms. We refrain from disturbing or disrupting an advisor's current product and marketing relationships, including their IMO, RIA, and Broker-Dealer. Instead, we hyper-focus on single products to solve specific needs for the advisor and their client. For example, our core product is an exclusive Beneficiary Liquidity Plan® that gives the beneficiaries access to funds within 24-48 hours after the insured's death. This product monetizes the advisor's current client relationships, and more importantly, the liquidity event significantly increases the advisor's ability to maintain control of the assets to the next generation. In addition, our BLP online Playbook allows us to create a hassle-free implementation and generate significant revenue for the advisor in as little as two weeks. We also support some of the largest IMOs and insurance companies with the fulfillment of our proprietary Beneficiary Liquidity Plan®.

Learn More about BLP and Phil Graham by visiting their website here: https://www.blpinfo.com/

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Brian Adams, CEO | Founder Excelsior Capital Bringing Direct Access To Private Equity

Wed, 11 Jan 2023 13:15:00 -0800

Episode 83 - Brian C. Adams is the President and founder of Excelsior Capital, where he spearheads the firm's investor relations and capital markets arms. He has 10 years of experience in real estate private equity. Before forming Excelsior Capital, Brian co-founded Priam Properties (an institutional real estate private equity sponsor) in 2010. He provided leadership and direction for the firm in capital markets, investment management, and investor relations.

He has served on the Board of Sirrom Partners, LP, a single-family office investing across private and public asset classes since May 2008. Since May 2017, he has served on the Investment Committee for Solidus LP, an early-stage venture capital firm focused on healthcare and technology investment opportunities. From January 2016 to January 2018, Brian served as a member of the Board of Next Gen Advisory Faculty for the Institute of Private Investors / Campden, a program designed to support next-generation family members in preparing the following generation for the responsibility of being a steward of family wealth. He has also served on the Advisory Committee for the Southeastern Family Office Forum since December 2016. Brian is a former practicing attorney, earning his J.D. from Suffolk University and his B.A. from Wesleyan University with Honors.

Learn more about Brian here: https://www.excelsiorgp.com/brian-adams/

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Diana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You Sleep

Wed, 04 Jan 2023 13:15:00 -0800

Episode 18 Replay - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics from Georgia State University, and is a first-generation Cuban American with a commitment to empowering women in sales. In her free time, she enjoys salsa dancing, reading, spending time in nature, and practicing a healthy lifestyle.

Learn more about how Snappy Kraken, along with CSI Financial Group can help to 5X your business here: http://snappykraken.com/csi

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LaTika Tillis, Private Investments Specialist

Wed, 28 Dec 2022 13:15:00 -0800

Episode 82 - LaTika Tillis joined Avidian Wealth Solutions in 2013 and currently serves as Private Investments Specialist. She previously worked as a Senior Wealth Management Associate and was responsible for all essential functions relating to new and existing clients and maintaining client relationships. In her role as Private Investments Specialist, she focuses on building relationships with investment sponsors and educating her team and clients on the different private investment opportunities available within the firm. She also provides operational oversight for marketing the funds, the subscription process, and coordinating client capital calls. She is a graduate of Baylor University.

A native Houstonian, LaTika is a married mother of three beautiful girls and enjoys spending time with her family, reading, and singing.

Learn more about LaTika Tillis here: https://avidianwealth.com/team-member/latika-tillis/

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Dennis Stack, A Digital Platform To Leave Behind Your Values

Wed, 21 Dec 2022 13:30:00 -0800

Episode 19 replay - Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents. Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything to help preserve values. He is often quoted for his insightful statement; "Wealth that is divorced from the wisdom that created it is too often wasted by heirs." Following the tragedy of 9-11, he created a ‘do-it-yourself’ Family StoryKeeper Kit as a Christmas gift for clients, asking that they take some time to save something worth more than money. The response was overwhelming. Two years later he made the decision to leave the career he built and made preserving family legacies his life ambition.

He took this "legacy talk" concept to Hospice and with the help of End of Life professionals refined his interview process, and established protocols. Over the next 5 years he trained more than 5,000 Hospice volunteers with more than 800 Hospice organizations to provide this service so that families would be able to keep the memories of their departed loved ones alive in their hearts and minds. In 2008, he co-founded the "Living Legacy Project", with a mission to capture the living history of the 20th century from those who lived it, while they are still living. Using his vast experience in senior care, estate planning and wealth management he helped develop the groundbreaking “Legacy Talks Program", which teaches professionals how to engage in Legacy Talks in a way that generates a much higher rate of referrals, client acquisitions and retention.

You can learn more about The Living Legacy Project and how to create your own family vault to store your legacy and values by going to www.legacystories.org

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Pamela Capalad, CFP®, AFC® and Dyalekt From The Brunch and Budget Podcast

Wed, 14 Dec 2022 13:15:00 -0800

Episode 81 - Pamela Capalad and Dyalekt are co-hosts of the Brunch and Budget Podcast, which shares information with an underserved audience.

THE PODCAST ABOUT PERSONAL FINANCE & RACIAL ECONOMIC INCLUSION: From how we bank, to how our credit scores are calculated, to how we are kept in the dark about investing, to how we pay our taxes, the system is set up for us to get caught in a debt/poverty cycle and stay running just to tread water. The rules constantly change, so the top people stay on top. What if you knew the rules and how to apply them to your financial situation? What if you could reverse your financial mistakes and start making the rules work for you? If you're ready to See Change, tune in!

Check out brunchandbudget.com for more resources.

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Laura Holcombe, CFP® From Chemistry and Computer Science Major to Financial Advisor Formulator

Wed, 07 Dec 2022 13:30:00 -0800

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 66 registrations. In addition, she is life and health Insurance licensed and a Stock Broker and Investment Advisor Representative. Laura honed her speaking skills at the local Toastmasters International. Along with the other advisors in the firm, she teaches classes throughout the year at Portland Community College and local businesses. She also teaches financial education classes at large community-based organizations.

Laura, her husband, Rob, and their two adult children enjoy going on family trips and spending their summers together. Laura has been active in her children's lives, but now they are moving on to their own endeavors. This allows Laura to spend more time outdoors doing the activities she loves, including hiking, biking, backpacking, and taking their boat and RV out and about.

You can find out more about Laura here: https://www.resourcefinancial.com/team/laura-holcombe

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Ari Rastegar, Affectionately Known As The "Oracle of Austin"

Wed, 30 Nov 2022 13:30:00 -0800

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 now set to become the fastest-growing billionaire in the industry. Working with high-net-worth individuals on creating robust real estate portfolios, his social circle features an entire sky full of stars. The professional has been sighted hanging out with Dallas Maverick player Kristaps Porzingis, and rap artist 24kGoldn, amongst other famous faces. An expert in bio optimism, he is mentored by leading wellness and self-help guru, Tony Robbins. Following a strict age-management protocol, Ari says he maintains the ‘biological age’ of a five-year-old. His strict daily regime includes taking a variety of 150 vitamins, using a bio-charger device, infrared light bed, a hyperbaric chamber, sleeping on a 67-degree mattress, all while engaging in holistic meditation practices.

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Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients

Wed, 23 Nov 2022 13:30:00 -0800

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 specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.

Before joining Ronald Blue Trust in 2014, Connor worked in the assurance division for PricewaterhouseCoopers, primarily serving the healthcare and manufacturing industries. He graduated from Samford University with a dual degree in accounting and finance. While attending Samford, he played four years of collegiate football as a Quarterback and earned the Team Award his senior year.

Connor is an active member of his community, serving on the board of trustees at Christ Presbyterian Academy, donor, and finance director for Patriot Forward, Inc., chair for the Christ Presbyterian Academy Alumni Board, board member of Nations of Coaches – Middle TN, and he and his wife serve on multiple teams within their local church.

Connor and his wife, Ashlee, live with their two sons and daughter in Nolensville, TN. In his spare time, Connor enjoys exercising, playing golf, coaching his kids’ teams, traveling with his wife, and, ultimately, any social event with friends.

Connect with Connor Lowery here to learn more.

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Joshua Aldus, Wealth Advisor and Navy Veteran

Wed, 16 Nov 2022 13:39:47 -0800

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 actively supporting the Octavia team and his entire community.

Before joining Octavia in 2020, Joshua spent two years working with Midwest Financial Partners and five years working as a master trainer in personal fitness. Previously, he completed three tours of duty in Iraq during his five-year career in the U.S. Navy.

Joshua earned a Bachelor of Science degree in management science from the University of California, San Diego. Connect with Joshua Aldus here.

On the personal side, Joshua enjoys competing in triathlons and does everything he can to build the energy to meet any physical or mental challenge. Not long ago, he ran his first marathon—barefoot on a sandy beach! It was a fantastic experience that he wanted to share with others. His vision is to organize a barefoot beach marathon in San Diego to raise money to fund a local elementary school garden and mindfulness program.

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Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire

Wed, 09 Nov 2022 14:18:59 -0800

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 approach to client service has always followed a single mantra: Treat all clients as if they were his parents. And he loves his parents. Paul has provided investment advisory and wealth management services to high-net-worth families, closely held business owners, and nonprofit organizations since 1988. Wealth is a privilege, not a right, and he takes his role in preserving that right very seriously. Paul is currently a member of Aspiriant's Board of Directors; moreover, he’s a practice leader of Aspiriant's Cincinnati office and served on the firm's Management and Investment Committees. Paul has also been named one of Worth magazine's Top 250 Wealth Advisors.

Paul, a Certified Financial Planner™ professional, earned his bachelor's degree in Economics and History from Miami University and his MBA from Xavier University. Paul is a member of the Investment Management Consultants Association (IMCA) and is also proud to have served as a board member and the Treasurer of Habitat for Humanity–Cincinnati.

Read more about Paul Nickolai here.

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Andrew Wallace, Financial Advisor Making The Complex More Simplified

Wed, 02 Nov 2022 13:15:00 -0700

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, consistent investing to help others succeed financially.

Andrew was a member of the Student Finance Association at IUP and treasurer of the Kappa Sigma fraternity. Throughout his years, he was very involved in hosting events to raise funds for numerous organizations, primarily the Military Heroes Campaign.

Andrew grew up in Sykesville, Maryland, where in his free time, he enjoys golfing, fishing, going to the beach, and spending time with his friends & family. Additionally, he loves cars and watching his favorite football team, the Baltimore Ravens. Learn more about Andrew here: https://www.contewealth.com/team/andrew-m-wallace/

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Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement

Wed, 26 Oct 2022 13:15:00 -0700

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 outlive your money, whatever life may bring.

As a trust-based planner, it is most important to Erica that you are comfortable and confident you have found the right person to help you finally eliminate these concerns before solving them. Meeting you where you are to understand your major concerns and what would bring you the most peace of mind in retirement is her top priority.

With her experience and knowledge from 20 years in the insurance industry, Erica offers innovative strategies that will eliminate risk and deliver certainty and control. As an independent agent with access to an array of products and solutions, you can rest assured she will present strategies that are always in your best interest. Erica would be honored to learn about your goals, establish trust and create a plan with you to safely optimize your wealth for your retirement and beyond.

Find out more about Erica Ramos on LinkedIn: https://www.linkedin.com/in/ericaramos1/

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Ben Offit, CFP® Making A Difference In People's Lives

Wed, 19 Oct 2022 13:15:00 -0700

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. Clients give high marks to his communication style; in contrast to many other practitioners, he explains technical planning concepts in terms that clients can understand. Ben is also especially thorough and follows through with what he says he is going to do.

Outside of work interests: spending time with my wife Amanda, my sons Reed and Nate, and my dog Ray Ray, playing sports and exercising, reading, trying new restaurants, traveling internationally, and the Baltimore Ravens.

To learn more about Ben Offit, go here: https://www.offitadvisors.com/ben-offit.

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Angela Wright, CFP®, MBA Creating A Place of Possibility For Clients

Wed, 12 Oct 2022 13:15:00 -0700

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, Angela is also a certified Family Enterprise Advisor and third-generation family business owner, supporting her passion for family business consulting and succession. She has a knack for helping people discover their strengths and then applying those strengths to achieve success. Angela also introduced a Results Only Work Environment (ROWE) to Del Monte Group, which holds each employee accountable for specific results (excellent service to our clients) while ultimately liberating them from fixed work schedules and locations. She is a big believer in innovative management techniques and client service methodologies that create sensational outcomes for everyone who steps through the door.

Angela earned a B.S. in business administration with an emphasis in financial services from California State University, Chico, and an MBA from St. Mary’s College of California, Moraga. She also holds the CERTIFIED FINANCIAL PLANNER™ designation. Angela lives in the East Bay with her two young children.

Learn more about Angela here: https://aplaceofpossibility.com/angela/

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Kevin Mayo, CFP®, MBA From Restaurateur To Wealth Strategist Extraordinaire

Wed, 05 Oct 2022 13:30:00 -0700

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 Large National Bank providing personalized financial planning and asset guidance. Kevin has a Bachelor of Science degree from California State University in San Bernardino and an MBA from California Lutheran University. Kevin is currently pursuing a Masters in Accounting and Taxation through Southern New Hampshire University.

Kevin has been married to his wife Rachel for 23 years and has two daughters, Jordan and Jessie. Kevin serves on the Board of The Desert Estate Planning Council, The Board of the Dr. Carreon Foundation, Chartering Organization Representative for the Boys Scouts and is an active Rotarian. Kevin is an avid sports fan and loves to play golf in his free time.

Learn more about Kevin Mayo here: https://www.falconwealthplanning.com/team-member-01/kevin-mayo

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Miles Veth, Creating A Paradigm Shift

Wed, 28 Sep 2022 13:15:00 -0700

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/

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Shauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.

Wed, 21 Sep 2022 13:15:00 -0700

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 options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express. With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million.

Learn more about The Tax Goddess Here: https://taxstrategiesforadvisors.com/csi-advisors/

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LLOYD YAMADA, CFP®, CEO From Engineer To Financial Planning Engineer

Wed, 14 Sep 2022 13:15:00 -0700

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 clients for strategies that support them as they move into the next phase of their journey. And in his work, he emphasizes steps that can build confidence and support clarity, such as career counseling or new income strategies.

After studying electrical engineering at the University of Hawaii, Lloyd led the navigation products group at Stanford Telecom for nearly a decade. When he transitioned to financial planning, he made it his goal to gain broad experience by working for as many types of financial planning companies as he could. He aspired to own a practice and decided to apply the best practices of the companies he worked for while discarding the worst. What surprised him most was how much he enjoyed working with people. It was a different experience from engineering, where his focus was hardware and software. Now he was building relationships with people, and he was thrilled by how much they appreciated his guidance.

Today, as CEO, Lloyd spends more time running the business than working with clients as much as he used to. Nonetheless, he is grateful for the opportunity to create a lasting firm that helps clients achieve their aspirations. In his role, he oversees the firm’s strategy and revenue base. He works with his partners to integrate financial planning and investment strategies so clients can continue to build on their wealth’s potential.

Lloyd and his wife Suzanne are longtime residents of Cupertino. When Lloyd is not in the office, he’s usually pursuing his passion for capturing the beauty of landscapes in photography. Those landscapes have included the countryside of Croatia, his favorite travel destination, and will soon extend to Antarctica, his future favorite travel spot. Learn more about Lloyd Yamada here: https://www.aspire-planning.com/lloyd-yamada

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Erik Kroll, CFP Helping People Solve Student Debt Loans

Wed, 07 Sep 2022 13:15:00 -0700

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 that way forever. Third, have a high level of confidence that you will achieve your goals no matter what happens in the markets, the economy, or the world.

He learned early on in his career that when trust is built and true financial guidance is given, it can have a large and positive impact on people's lives.

Read his complete story here - https://www.erikkrollfp.com/who-is-erik-kroll/

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Christian Mills, Reverse Mortgages A Secret Weapon For Financial Planning

Wed, 31 Aug 2022 13:15:00 -0700

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 in Corporate Relations. While at FPA, his view of reverse mortgages was dramatically shifted by the academic work of John Salter, Wade Pfau, and Harold Evensky, as published in the Journal of Financial Planning.

Christian graduated from the University of Kentucky and the University of Denver and is a self-professed Behavioral Finance nerd. A constantly evolving “new normal” for Americans in retirement brought Christian to RMF, where he focuses on educating financial professionals and their clients on appropriate strategies for using the new reverse mortgage.

To learn how to choose the correct product, use the proceeds, and model a reverse mortgage through your current financial planning software, please contact Christian Mills at: 720.984.6622 or cmills@reversefunding.com

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Jill Carr, CFP, CPA Empowering Gen X and Millennials To Retire Wealthy

Wed, 24 Aug 2022 13:20:00 -0700

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. Jill additionally writes a blog, Jill’s Journal, aimed at newer investors.

Learn more about Jill here: https://stephenswmg.com/why-us/meet-our-team/jill-carr/

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Sam Jones, CFP, AFC Networking His Way To Business Success

Wed, 17 Aug 2022 13:15:00 -0700

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 Planning program. While in school, Sam was President of UVU’s Money Management Resource Center for two years. Sam led a team of over 30 coaches who coached students, faculty, and community members to help them improve their finances. Sam has worked for several financial planning firms but decided to work at VCM because of the high quality of financial planning work done here. Click to learn more about the AFC® Certification or CFP® Certification.

Sam loves spending time with his family, boating, snowmobiling, and volunteering in the community. Learn more about Sam Jones here: https://vitalitycap.com/sam-jones/

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Michael Golosovker, JD, CFP® Expanding His Value To Clients Across The U.S

Wed, 10 Aug 2022 13:30:00 -0700

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 he wanted to, and so, with the support of his wonderful wife Alison, he changed careers in 2013 to enter the world of financial services. Since then, Michael has run his own practice on the theory that if he builds relationships, gives honest and smart advice, and does what is right for his clients, he will flourish with them. It's working so far!

Learn more about Michael Golosovker on his website: https://www.champion-strategies.com/index.html

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Glenn Busch, CFA From All-American Athlete To All-American Portfolio Manager

Wed, 03 Aug 2022 15:36:22 -0700

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 LinkedIn here: https://www.linkedin.com/in/glenn-busch/ or on the company website: https://www.amminvest.com/about/

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Morgan Lawrence, From Balancing In Ballet To Balancing Her Clients Retirement

Wed, 27 Jul 2022 13:15:00 -0700

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, where she hopes to continue to help past, present, and future clients plan and achieve their financial goals. The reason she became an advisor, and her personal mission as a financial professional, involves the facilitation and cultivation of financial education and planning. She believes that the stark lack of personal finance education is the reason for the alarming statistics on the screen. With education comes knowledge, and with knowledge comes change.

Morgan currently resides in Morgantown, WV, where she was raised. When not working, she enjoys spending time teaching and instructing dance classes, such as ballet or jazz. Morgan is currently an active board member of the local non-profit Morgantown Dance Studio, where she herself grew up training. Apart from Thomas Financial and Morgantown Dance, Ms. Lawrence enjoys relaxing and spending time with her beloved rescue dog, Marvin Luke, a four-year-old Pitbull/Lab mix. Learn More about Morgan here: Morgan Lawrence on LinkedIn

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Scott Airey, From Baseball Player To Wealth Manager With Unique Distribution Strategies

Wed, 20 Jul 2022 13:30:00 -0700

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’s mission as an advisor is to help people achieve their goals and leave a legacy they can be proud of their loved ones. Find out more about Scott Airey here: Scott Airey Bio

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Danielle Taylor Woods, J.D. Bringing The Multidisciplinary Approach To A Whole New Level

Wed, 13 Jul 2022 13:15:00 -0700

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 the course of 20 years, including Director, Institutional Portfolio Manager, Senior Financial Advisor, and Chief Compliance Officer. Danielle co-founded Propel Financial Advisors in 2018. To more effectively provide comprehensive financial planning, she co-founded the CPA firm DW Agosto Tax Planning, LLC, with Emily Agosto in 2016. Danielle believes that a multi-disciplinary approach is the best way to educate and to serve clients whose financial needs span many disciplines.

Danielle earned her Series 65 Investment Advisor Representative designation in 2001. She has been a licensed attorney in Illinois since 2002 and in Tennessee since 2008. Danielle currently serves as the Chairperson for her local anti-substance abuse coalition Be Aware Blount, which focuses on preventing substance abuse by children.

Danielle is originally from Chicagoland, but she has called East Tennessee home since 2006. She lives with her husband and two crazy boys about 20 minutes from the beautiful Smoky Mountain National Park. She is an avid reader, gardener, and world traveler.

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Josh Manifold, Bringing Access and Transparency to Value-Driven Clients

Wed, 06 Jul 2022 13:30:00 -0700

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 productivity. Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/

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From Ukraine To Building Financial Algorithms, With Pavlo Huda, CFA on EP #49 replay available now

Thu, 30 Jun 2022 13:28:29 -0700

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, the wealth management department was officially launched.

For Pavlo, who earned degrees in economics and finance from SUNY at Geneseo and always had an entrepreneurial spirit, the idea of working in the asset management field was evident, and it was just a matter of time before he would launch his own asset management firm. Learn More About Pavlo Here: https://www.linkedin.com/in/pavlo-huda/

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Whitney Emanuel, CFP Building Her Practice With A Solid Foundation of Faith

Wed, 22 Jun 2022 13:15:00 -0700

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 goals and are motivated to do so.

She believes money is simply the means to your end: not the focus of your plan. She builds out individually customized strategies for her clients’ employer benefits, retirement and college funding, their total investment portfolio, and estate and tax strategies that are aligned with their core values. As a single working parent with her own business, she understands what it feels like to balance priorities and does exactly that for her hard-working clients, many of whom are also caretakers.

Whitney’s core values are faith in Jesus, service, health, family, decisiveness, and joy. She lives in South Minneapolis with her 7-year-old daughter, Zurisadai, 7-year-old Great Dane Mastiff, Anaba, and 1-year-old kitty, Nicollet. Whitney and Zuri love to serve in their faith family that provides for one another’s needs in housing, finances, prayer, and community. Learn more about Whitney here: https://www.whitneywealthgroup.com/team/whitney-emanuel

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Christopher Elmore, Overcoming Adversity To Serve His Community

Wed, 15 Jun 2022 13:15:00 -0700

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. Christopher is married to DeVon, a part-time Administrative Assistant at Smiley Elmore & Associates and a retiree of American Airlines as a ticket agent. They have been married for 16 years and have four children: Jordan, Sydney, Jewels, and Gabrielle. Christopher has been a youth coach for many different leagues, age groups, and sports and has served as the player agent and Volunteer Coordinator for various leagues. Christopher volunteers and mentors at local area schools and enjoys spending quality time and traveling with family. Christopher is the NEA Retirement Specialist for NEA, The National Education Association, and the Financial Consultant to the (TCTA) Tulsa Teachers Classroom Association, the local National Educators Association and is very involved in the TCTA. Christopher Elmore has extensive experience in a diverse range of financial consulting, wealth creation, wealth management, and various areas of insurance. The combination of experiences revolves around being an investment advisor, college planning consultant, wealth manager, financial planner, and insurance broker/agent.

Learn more about Christopher here: https://www.moneyconcepts.com/Wealth-Management/Independent-Financial-Advisor/celmore#/

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Matt and Joanne Eby, JD. Bringing Estate Planning To The Working Class

Wed, 08 Jun 2022 13:15:00 -0700

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 Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virtual approach to trust, and estate planning and settlement well before the COVID-19 pandemic accelerated the industry’s need for digital solutions,” Eby says. “The world has gone online, and what might have happened by 2030 happened in 2020 instead.” Eby is in a position to help insurance and financial advisors keep pace with that accelerated timeline. For more than 20 years, he educated financial professionals on the trust industry as a subject matter expert at Cannon Financial Institute, a leading professional development firm helping financial professionals gain advanced skill sets. He even designed and built certifications for the trust industry.

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Steve Brennan, Jr. Host of The Commercial Free Podcast

Wed, 01 Jun 2022 14:55:52 -0700

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 ways to succeed, and with zero sales he struggled to figure out what he was doing wrong. Let alone the eye strain from spending so many hours behind the computer screen.

He also felt like he straight-up hated what he was doing. He was frustrated, burnt out and … broke. Chasing the next shiny object video or tutorial that promised to over-deliver (but only made him feel more lost and frustrated in the end).

𝙏𝙝𝙚 𝙀𝙥𝙞𝙥𝙝𝙖𝙣𝙮: He decided to double down on his personal development, and become the person he was meant to be (instead of focusing on the biz)

Steven spent money and time invested on HIM and switched from the doing to the being.

𝙏𝙝𝙚 𝙊𝙪𝙩𝙘𝙤𝙢𝙚: Within the first few months of his massive transformation, he grew the courage to start his own podcast. Which then led to him getting his first paid client. Within the first few weeks, his mindset and life completely transformed, and he was more present for his family, he started taking inspired action, rather than forced. Within 6 months of starting his podcast, it opened doors he never thought possible. Interviewing and learning from the best leaders and business owners in New York City.

𝙏𝙝𝙚 𝙣𝙚𝙬 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮: Steven started teaching people the exact blueprint of everything he had done to not only build a successful business using social media but how to become the kind of person and leader they are destined to be. Steven has incorporated some of the sales, personal branding, and marketing skills that have helped him get his business to where it is today. He has created a step-by-step program to help the people who are looking to do and be more, find their purpose, make a living from it and create their mission… much faster + with much less effort & sacrifice than I went through.

𝙃𝙤𝙬 he 𝙘𝙖𝙣 𝙝𝙚𝙡𝙥 𝙮𝙤𝙪: Steven can shorten the learning curve for you and teach you how to step into your authentic self, build a business that is a direct reflection of you and not only manifest your dream life but leap into it, without sacrifice.

You can find Steven here for more insights: https://www.linkedin.com/in/stevenjrbrennan/

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Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors

Wed, 25 May 2022 13:30:00 -0700

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 experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida.

From law school, she thereafter became licensed to practice in Florida and then in the State of Nevada. As a Nevada Bar member, Ciara can provide full implementation and legal support for clients from anywhere who choose to opt for the "pro-trust" Nevada jurisdiction when establishing their estate plans on the ITS/MLCP processing platforms. Ciara remarked that she is "excited to hold a position that allows her to work with an innovative financial and legal advisory network to help bring virtual, and affordable, estate planning to the masses.” She is "confident in the capabilities of the ITS team to assist financial service providers, in this age of digital transformation, who wish to help their clients not only meet but even exceed personal estate-planning goals and expectations."

If you would like to contact and speak with Ciara directly, you may arrange for a specific time on her digital scheduler at https://calendly.com/ciaralister_esq.

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Blanca Abbud, MBA The PEO Lady

Wed, 18 May 2022 13:30:00 -0700

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 ethics, and sound judgment, Blanca has a proven record of building long-lasting relationships.

Blanca’s business accomplishments have been recognized by a number of publications including the San Antonio Business Journal’s 2018 Top 40 under 40, Eleanora Magazine’s Texas Top 50 Women to Watch, Inspiring Women of San Antonio, Latina Women's Book, SA Monthly Magazine Business Woman, and a profile in Texas Business Magazine’s INSIDE. She has also received six President's Club awards for her exceptional sales production year over year.

Blanca is now VP of Sales for Engage PEO. She manages the Texas market but has clients all over the US. She strongly believes she is with the best company she has worked for in regards to leadership and sales culture. Engage PEO delivers comprehensive HR solutions to small and mid-sized businesses nationwide, sharpening their competitive advantage. Comprised of the industry’s most respected veteran professional employer organization executives, certified HR professionals, and attorneys, Engage PEO provides hands-on, expert HR services and counsel to help clients minimize cost and maximize profits.

Find her here on LinkedIn: https://www.linkedin.com/in/blanca-abbud-mba-%E2%9E%A1%EF%B8%8F-the-peo-lady-91940233/

Please contact Blanca to learn more about how she can help your business succeed.

Email: babbaud@engagepeo.com

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Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience

Wed, 11 May 2022 13:30:00 -0700

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 so they, too, can establish their own Legacy!

Contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com

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Shauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.

Wed, 04 May 2022 13:30:00 -0700

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 owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ) with a master's degree in Taxation. She is ranked in the top 1% of Tax Strategists in the entire country (per AICTC). Before starting her own company, Shauna had garnered experience and sharpened her skills working with different leading corporations such as KPMG and American Express. With over 24+ years of experience in implementing innovative tax solutions, Shauna has continued to actively create tax strategies that, so far, have saved businesses and individuals to the tune of over $523 million.

Learn more about The Tax Goddess Here: https://taxstrategiesforadvisors.com/csi-advisors/

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Mark Willis, CFP A Man On A Mission

Wed, 27 Apr 2022 13:30:00 -0700

Episode 55 - Mark Willis, CFP® 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 PLANNER™, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. Over the years, he has helped hundreds of his clients take back control of their financial future and build their businesses with proven, tax-efficient financial solutions. He specializes in building custom-tailored financial strategies that are unknown to typical stock jockeys, attorneys, or other financial gurus. As host of the Not Your Average Financial Podcast™, he shares some of his strategies for working with real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and create tax-free income in retirement.

Learn More About Mark Willis here: https://lakegrowth.com/

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Silvia Manent, CFP, CFA, Taking Female Advisory To Another Level

Wed, 20 Apr 2022 13:30:00 -0700

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 advisory.

Prior to founding Manent Capital, Silvia worked as a financial advisor at Morgan Stanley where she was responsible for providing clients with personalized plans to help them better manage their investments, and cash flow and achieve their financial goals. Prior to this, Silvia worked with international ultra-high net worth clients at Credit Suisse in Zürich, Switzerland as well as J.P. Morgan in Boston, MA. Silvia began her career in Palo Alto, CA at Cepheid, a leader in molecular diagnostics and Instrumentation Laboratory (IL), a leader in critical care, hemostasis, and point-of-care diagnostics.

Silvia received her undergraduate and master’s degree in Finance and International Management from ESADE, a Top-Ranked European Business School. Silvia is a Chartered Financial Analyst (CFA®), the highest distinction in the investment management profession as well as a Certified Financial Planner (CFP®), the standard of excellence in financial planning. In addition to understanding the complexities of the changing financial climate, Silvia is held to the most rigorous ethical standards by both designations.

Silvia speaks English, Spanish, French, and Catalan. Learn more about Silvia Manent here: https://manentcapital.com/about/

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Zechariah Schaefer, Founder Ascent Personal Finance- Serving Crypto Investors With Transparent Fees

Wed, 13 Apr 2022 13:30:00 -0700

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 financial freedom through working at several boutique wealth management firms. One common theme that he noticed at those firms, however, was the immense challenge that finding excellent, personalized financial help is for young people. He launched Ascent in December 2021 during his senior year of college with the objective of providing this underserved group of people with the quality financial advice they need.

On the weekends, he's about living life as the adventure that it is! Zechariah's passions are getting to know people deeply through genuine conversations, discovering unique coffee shops, & exploring out in the mountains.

He's a technologist, advocate for accessible financial advice, & excited to be a part of the movement revolutionizing financial planning. Learn more about Zechariah here: https://www.ascentpersonalfinance.com/

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Cliff Taylor, CFP® How to Rise Above Your Competition

Wed, 06 Apr 2022 13:15:00 -0700

Episode 52 - Cliff Taylor is committed to helping his clients work efficiently toward their financial goals. He prides himself on looking after his clients’ financial interests in all aspects of their lives and enjoys working closely with clients to develop and fulfill their strategic financial plan – 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 TrustCore team in 2007 and became a partner in 2018.

Active by nature, Cliff enjoys sports and outdoor activities. His most treasured time is spent with his young family, his wife Kathryn, and their three children Hudson, Martha Grace, and Grant. They love their community and being involved with The Village UMC. Learn more about Cliff Taylor here: https://trustcore.com/our-team/partners-financial-planners

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Annie Son, Financial Coach: Finding Her Niche Working With Aspiring Artists

Wed, 30 Mar 2022 13:30:00 -0700

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 trying to leave their corporate job to pursue art full-time.

Annie recently switched careers into financial planning specifically to work with creatives and first-gen immigrants, which are a majority of her clients today. Based in Atlanta, you can catch her at the woodshop, outside with her foster rottweiler, or at her small but mighty garden. Learn More About Annie Here: https://www.moneypositive.com/

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Nancy Addison, How To Be Healthy And Happy At Any Age

Wed, 23 Mar 2022 13:30:00 -0700

Episode 27 - Nancy Addison CHC, AADP – 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 or counselor. You can also read one of her 6 award-winning books/cookbooks.

Nutritionist and health consultant, #1 best-selling, international award-winning author, radio show host, and lecturer has helped thousands of people overcome health disorders. Her books were written after years of research to find a cure for her own health problems. Frustrated with conventional medicine, she embarked on a long course of study into many different healing concepts, including ancient Chinese medicine, Ayurvedic medicine, macrobiotics, Mediterranean cuisine, natural hygiene, raw foods, detoxification, and supplement therapy. Incorporating the most beneficial components of each concept into her own system of health and healing, her personal doctor encouraged her, and her personal success inspired her to share it with others.

Much more than a “diet,” Nancy’s speeches, radio shows, books, and articles offer a constantly expanding body of knowledge that focuses on the benefits of establishing and maintaining a healthy body, mind, and spirit. It all starts with nutritious food and a healthy intestinal tract. Eating organic, nutrient-dense foods, as well as probiotic-rich fermented foods, and following her principles, lays down a foundation for health that is essential to wellness.

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Brad Gotto, Partner: From Youth Pastor To Guiding His Clients Retirement Journey

Wed, 16 Mar 2022 13:30:00 -0700

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 ‘fiat currency’ is loosely defined as ‘faith-based currency.’ The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.

Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level. I also provide mentorship to financial advisors to create educational content to present to prospective and current clientele.

Learn more about Brad Gotto and Fiat WM: https://www.fiatwm.com/about

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Pavlo Huda, CFA Level I Candidate: From Ukraine To Building Financial Algorithms

Wed, 09 Mar 2022 13:30:00 -0800

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 wealth management department was officially launched.

For Pavlo, who earned degrees in economics and finance from SUNY at Geneseo and always had an entrepreneurial spirit, the idea of working in the asset management field was evident, and it was just a matter of time before he would launch his own asset management firm. Learn More About Pavlo Here: https://www.linkedin.com/in/pavlo-huda/

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Trishul Patel, CFP Helping Younger Investors Retire Early

Wed, 02 Mar 2022 13:30:00 -0800

Episode 48 - Trishul Patel, CFP®, 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 he’s 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 circuits at an early age and completed three degrees from Cornell University.

Over his professional career, Trishul has designed large-scale financial applications for tier-one banks. He likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. Included in over two decades of investing, Trishul was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires him more than discovering others who are following their dreams. He often feeds off the energy of those around him and will enjoy healthy debate and intellectual discourse, especially when it comes to topics that he loves and wants, such as investing. From his perspective, Trishul simply possesses an insatiable desire to learn, understand, and help others.

These days, in addition to helping his clients accomplish their financial and investment goals, he enjoys blogging, podcasting, biking, and hiking with his wife and daughter. You can learn more about Trishul Patel by going to: https://investingforever.com/about-me/

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Tim Robertson, Not All Trusted Advisors Are Built The Same

Wed, 23 Feb 2022 14:00:55 -0800

Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s 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.

“With 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,” Robertson says. “That’s incredibly special.”

As an advisor with both his Series 7 and Series 66 securities licenses, Robertson is qualified to act as a wealth and asset manager, with fiduciary responsibility for his client’s funds. He also carries licenses to advise clients on life/health insurance, annuities, and long-term care. He has also achieved the National Social Security Advisor certificate from the National Social Security Association LLC based in Cincinnati, Ohio.

“We offer clients the security of working with one person and one team,” he says. “With all parties under one roof, we can ensure that our clients are getting the best care. Our full range of financial services includes estate planning so that clients no longer have to face the uncertainty, expense, and inconvenience of dealing with an outside estate planning attorney.”

Providing a complete spectrum of retirement and estate planning services appeals to both long-standing clients and to new clients, many of whom favor using technology to manage their financial solutions, Robertson says.

“With our digital tools like estate plan ™ clients gain control over every phase of their estate plan,” he adds. “The average person changes their estate plan 2.5 times. Gone are the days when they have to pay thousands of dollars for every change. We provide a solution that is faster, more cost-efficient, and makes sure every phase is completed so clients experience peace of mind.”

Offering the flexibility of face-to-face as well as screen-to-screen consultations is key in today’s evolving social and financial environment, Robertson says.

A life-long Michiganian, Robertson played lacrosse on the University of Detroit team and is a football fan. He is an outdoor sportsman and an advocate for the preservation of our National Parks. He loves to travel and has a goal of visiting every continent.

“I believe in the Golden Rule and inequality for all people,” he says. “A lot of people are under the impression that estate planning is only for millionaires. But it’s actually for everyone who wants to control their own financial future, for themselves and for their loved ones.”

Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

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Ryan Conley CFP, Embracing Legacy Planning For The Mass Affluent

Wed, 16 Feb 2022 13:30:00 -0800

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 closely with his team of specialists to ensure those aspects of your plan are handled by professionals.

Ryan’s primary goal is to help his clients be fully aware and confident about their current financial situation and be confident they are on track to achieve their long-term goals and objectives. You can learn more about Ryan Conley by visiting his website: https://inseasonfinancial.com/about/

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Frank Byskov, CFA, CFP of Forty4 Financial- From Olympic Hopeful To Sharing His Passion For ESG Investing

Wed, 09 Feb 2022 13:30:00 -0800

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 beginning of a tilt in academic focus (from general economics towards a master’s degree in financial economics) that has continued to this day. Along the way, Frank has picked up additional designations to further his knowledge and credibility – the Chartered Financial Analyst (CFA®) and the CERTIFIED FINANCIAL PLANNERTM certifications.

Frank’s professional interest is the pursuit of the intersection between an academically sound portfolio, investments that are screened for their effect on the world around us, and the personal needs and goals of each of his clients. The outcome works best when all the aspects are aligned – which requires an ongoing effort to build, monitor, and update the portfolios and financial plans.

His greatest satisfaction is derived from his interactions with his clients. He believes there is nothing better than being able to help clients conquer their goals and answer their questions in a way that leaves them confident in their decision-making and forward progress.

Find out more about Frank and Forty4 Financial here: https://forty4financial.com/about-2/

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Shari Greco Reiches, Co-Founder, Principal, and Chief Visionary Officer of Rappaport Reiches Capital Management

Wed, 02 Feb 2022 13:30:00 -0800

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 Return on Life - Invest Your Time and Money in What You Value Most, and enjoys mentoring women in the wealth management profession.

Her advice has been featured in the Wall Street Journal, Worth.com, CNBC.com, U.S. News & World Report, RealSimple.com, and Parade.com, among others. In addition, she is a favorite guest on "money" related podcasts, including Millennial Money and Money Nerds.

Certified in Applied Behavioral Finance, Shari brings more than 30 years of experience in wealth management. Consistent with her Core Value of giving back to the community, she has served in numerous roles in civic and non-profit organizations. Shari was previously Vice-Chair and Board Member of the Illinois State Board of Investments (ISBI), a $23 billion pension system.

She has been active in the Jewish Federation of Metropolitan Chicago, the Chicago Foundation for Women, and the Medical Research Institute Council (now known as the Children’s Research Fund). She also serves on the Evanston, Illinois Finance and Budget Committee.

To learn more about Shari, go here: https://sharigrecoreiches.com/.

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Dionelle Rucker, FA, From West Point To Tax And Estate Planning Specialist

Wed, 26 Jan 2022 13:30:00 -0800

Episode 44 - Dionelle 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 bachelor’s degree in accounting and also a master’s degree in business administration. He currently runs a boutique financial services firm in San Antonio. His interests include spending time with his son, family, and friends, philanthropy, sports, and reading.

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Dean Somes, Senior Wealth Manager, From Giant Slolam To Constructing Portfolios

Wed, 19 Jan 2022 13:30:00 -0800

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 Capital Partners, a Texas family office focusing on investment management. He later became Cross Capital Partners’ lead trading authority in 2007 as a result of his ability to interpret complex and abstract ideas and a unique blend of technical and macroeconomic analytical skills. After Cross Capital, Dean became one of the few wealth managers in the DFW area for The Bank of New York. He worked with the team to help build custom portfolios for high-net-worth families, nonprofits, and endowments. Dean was also the only person in the wealth management division at BNY to serve on the national Fixed Income Committee.

In addition to managing the portfolio at Cross Capital, Dean provided institutional technical analysis research to the team of fund managers at the first short-only actively managed ETF named “The Active Bear”, (NYSE: HDGE), the Forensic Accounting ETF (NYSE: FLAG) and Bramshill Investments, a fixed-income hedge fund in New York.

Dean now serves as Senior Wealth Manager at Three Bell Capital where he constructs, implements, and oversees investment accounts, utilizes tax-advantaged planning, and coordinates complicated estate plans. In addition, he serves on the investment committee for Three Bell.

Dean has been a guest speaker on America Tonight, a national radio program hosted by Emmy-award winner, Kate Delaney, 1190AM Dallas/Ft. Worth as well as several internet television shows focusing on the stock markets. He has been a guest economics lecturer at ESCP London, the world's oldest business school. He is also a published author, having written chapters in two books titled, Your Options Handbook (Wiley, 2011), by Jared Levy and What’s Behind the Numbers? (McGraw-Hill, 2012), by John DelVecchio and Tom Jacobs, which was awarded the 2013 Book of the Year by Stock Trader's Almanac. Learn more about Dean Somes here: https://three-bell.com/team/

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Marti McLeish and Stephanie Murphy, Dynamic Duo Helping To Refine The Advisors’ Practice

Wed, 12 Jan 2022 13:47:51 -0800

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 firms.

Stephanie Murphy started in Financial Services nearly 20 years ago, and it launched an incredible enthusiasm for small business leadership. During her decade-long tenure at a leading wholesaler, she held director, VP, and EVP positions in HR, Annuity Sales, Life Insurance Distribution, Marketing, Operations and was an integral part of two acquisitions and the launch of an internal RIA.

Learn more about Marti and Stephanie here: https://www.yournobleco.com/about-us

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Amanda Bateman, Exploding Your Practice With A Client Super Niche

Wed, 05 Jan 2022 13:30:00 -0800

Episode 41 - Amanda Bateman’s financial career began in 2008 and was honed by her experience as an advisor for high net worth clients at Vanguard. Amanda has a Bachelor’s degree in Business Management from Liberty University and is a CERTIFIED FINANCIAL PLANNER™ 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 wealth-building potential.

To Learn More About Amanda Bateman Go Here: https://dentistadvisors.com/team/amanda-bateman-cfp/

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Carter and Tim, Sharing Podcast And Client Success

Wed, 29 Dec 2021 13:36:33 -0800

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 how you could be one of our upcoming guests.

Hear all the previous recordings by going to our dedicated website: www.thehealthandwealthpodcastshow.com or make sure to subscribe on Apple Podcast, Spotify, or Google Podcast

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Brad Mendel, CFP®, EA Training New Advisors From The Ground Up

Wed, 22 Dec 2021 14:00:52 -0800

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 and defined contribution plans. In 2012, Brad passed his final exam to become an Enrolled Actuary (EA). Since joining Mendel Money Management, Brad earned his M.B.A. in Finance from the Kellogg School of Management at Northwestern University. While at Kellogg, he participated in the Kellogg Asset Management Practicum where students manage a portion of the endowment fund portfolio. He is also a CERTIFIED FINANCIAL PLANNER (CFP®).

Brad grew up in Northbrook, Illinois, and currently lives in the Roscoe Village neighborhood of Chicago with his wife, Kim, and daughter, Madison. He has always had a love for cooking but recently developed a sweet tooth learning how to make delicious cookies and cupcakes with his daughter. Brad has a love for sports and is an avid fan of all Chicago teams. In college, he played golf for Boston University and continues to play with clients and friends during the Chicago summers.

Whether it be personally or professionally, Brad is always looking for ways to improve. You will notice this when working with him. He wants to be the best that he can be at everything he does.

To learn more about Brad Mendel and Mendel Money go to: https://www.mendelmoney.com/about-us/our-firm/

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Gary Korolev, From Russian Political Refugee To Wealth Manager Extraordinaire

Wed, 15 Dec 2021 13:30:00 -0800

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 clients’ 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. Gary’s clients are provided with a truly comprehensive Wealth Strategy that benefits from combining his extensive expertise in portfolio management, financial planning, and insurance with that of CPAs and Estate Planning Attorneys.

“We take such a comprehensive and involved approach in serving our clients’ wealth growth, preservation and transfer needs effectively and tax-efficiently that they come to see us as their primary source of financial expertise. We work closely with our client’s attorneys and accountants to address their financial, tax, estate, and philanthropic needs.” Gary has a Bachelor’s Degree in Finance from the University of Florida, is a Chartered Financial Analyst, and holds the General Securities (Series 7), Securities Licensing (Series 66), as well the Life, Health and Variable Annuity licenses. He resides in Northern Virginia with his wife, son, and daughter. When not working, Gary enjoys spending time with his family and friends as well as reading and travel.

To learn more about the Gary Korolev, CFA go to: https://sovereign.global/meet-our-team/

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Gary Loftsgard, Estate Planning Made Easy For Everyone

Wed, 08 Dec 2021 13:30:00 -0800

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 eStatePlan™ auto processing system (My LifeCard Plan®).

Gary's work over the years has produced innovative product technology and the construction of broad-based estate planning applications with unique model designs and implementation protocols. He has also written several articles and research papers on estate planning-related subjects and continues ongoing developmental work to enhance the ITS estate planning experience for networking attorneys, associated financial advisors, and their end-user clients.

Gary attended North Dakota State University (under an athletic scholarship) majoring in Business Economics (1971-72). His legal/audit studies include the Wills, Trusts, and Estates (Dukeminier & Johanson) course at Hamline Law School / St. Paul, MN (1985). Gary later earned the Certified Financial Planner (CFP®) designation in 1994 and eventually accumulated 150 CE hours attending the prestigious Southern California Tax & Estate Planning Forums at San Diego, California. He has also completed the Executive Education "Digital Transformation" course study offered through Haas School of Business (Emeritus) at the University of California Berkeley (2019).

To learn more about the one-of-a-kind platform go to: https://epicservicescompany.com/estateplan/

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Kimberly Skermer, The Approach Coaching Method

Wed, 01 Dec 2021 13:30:00 -0800

Episode 37 - Kimberly’s 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 individuals she has championed. Her earned, respected point of view has gifted her with the honor of mentoring hundreds, training small business teams, facilitating numerous seminars, speaking engagements, and surpassing over 24,000 professional Coaching hours. Finding the right advocate who partners with you to define your success is critical. Timing, preparation, process, and uncovering your personalized perspective - this is the foundation of The Approach Coaching Method and your defined success.

In her spare time, you will either find Kimberly on Lake Huron, hiking the Bruce with her beautiful, sassy girl, Caly (dog), creating a delicious mess in the kitchen, capturing images, or playing in the dirt. For Kimberly, this is rejuvenation, her definition of success, and a perfect complement to her professional beliefs.

“If I made you a mirror image of me, that would mean I have failed you.” …said someone brilliant

To learn more about The Approach Coaching Method, you can visit Kimberly’s website here: https://www.theapproachcoachingmethod.ca/.

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Christian Aymond, Complimenting Portfolios With Interval Funds

Wed, 24 Nov 2021 13:30:00 -0800

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.A. in Economics from Denison University.

You can learn more about Christian Aymond on his website: https://www.a3.financial/our-firm

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ADAM KELLER, CFP®, AEP®, Balancing Ego and Living Abundantly

Wed, 17 Nov 2021 13:30:00 -0800

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 he’s earned his Certified Financial Planner and Accredited Estate Planner designations. Adventure, family, friends, and faith inspire Adam’s personal pursuits. Alongside his friends and business partners, Philip and David, they completed the world’s toughest canoe race, the Texas Water Safari, and hiked a few of Colorado’s many 14ers.

Adam lives in Murphy, TX with his wife, Lori, and their two daughters, Leah and Ansley. He remains actively involved in serving his community through organizations such as the Richardson Family YMCA, Leadership Richardson, The Richardson Chamber of Commerce, and Carry the Load. Find out more about Adam Keller by visiting: https://threeoaksadvisory.com/who-we-are/adam-keller/

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Mason Marozas-Why Hiring A Young Advisor Makes Sense

Wed, 10 Nov 2021 13:30:00 -0800

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 he’s been blessed with an entrepreneurial spirit and a constant desire to learn. It’s become apparent to him that a significant issue many hard-working Americans face is financial health in their retirement. Mason is dedicating his education and current work experience to helping address this issue.

While he may be young, he has two incredible mentors in his father, Kurt Marozas, and Michael Hosford, the founder of Synergy Ph.D. Their direction and guidance give him the knowledge and confidence to believe he can genuinely positively affect financial lives. Mason looks forward to helping many people throughout his chosen career. You can find out more about Mason and his company by visiting: https://www.synergytx.com/

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Mike Rosenberg, Giving You The Tips, Tricks, and Tools To Be Successful

Wed, 03 Nov 2021 13:30:00 -0700

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 SmartAsset opportunities here: https://smartasset.com/financial-advisor/about

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David Bigelow, CFP®, MBA Securing Professional Athletes Secure Their Future

Wed, 27 Oct 2021 13:30:00 -0700

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.

David’s favorite part of the financial planning process is getting to know the client. “Just 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 we take to financial planning goes beyond just investment management, as we work to ensure our families are confident in all aspects of their financial lives.”

You can find out more about David Bigelow here: https://www.coldstream.com/blog/team_member/david-bigelow/

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Owen Demmerly CFP, Increase Your Profits By Finding Your Niche

Wed, 20 Oct 2021 13:30:00 -0700

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 about Owen Demmerly by visiting his website here.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Ayinde Holliman, Helping Families Build A Better Future

Wed, 13 Oct 2021 13:30:00 -0700

Episode 30 - Ayinde Holliman is a licensed financial service professional that lives in the Charlotte, North Carolina area. He is focused on working with families to help them better understand the financial planning process and better prepare for what is coming next. He is accomplished with a master’s in business administration and a concentration in Finance.

Ayinde is a father of 5 children, a loving husband, and a self-made businessman. Ayinde’s passion lies in assisting families to build a better and stronger financial future.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Ari Rastegar, Affectionately Known As The "Oracle of Austin"

Wed, 06 Oct 2021 13:30:00 -0700

Episode 29 - 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 now set to become the fastest-growing billionaire in the industry. Working with high-net-worth individuals on creating robust real estate portfolios, his social circle features an entire sky full of stars. The professional has been sighted hanging out with Dallas Maverick player Kristaps Porzingis, and rap artist 24kGoldn, amongst other famous faces.

An expert in bio optimism, he is mentored by leading wellness and self-help guru, Tony Robbins. Following a strict age-management protocol, Ari says he maintains the ‘biological age’ of a five-year-old. His strict daily regime includes taking a variety of 150 vitamins, using a bio-charger device, infrared light bed, a hyperbaric chamber, sleeping on a 67-degree mattress, all while engaging in holistic meditation practices.

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Carter and Tim, Sharing Podcast And Client Success

Wed, 29 Sep 2021 13:30:00 -0700

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Nancy Addison, How To Be Healthy And Happy At Any Age

Wed, 22 Sep 2021 13:30:00 -0700

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Marlon Altoe, Financial Solutions For Divorced Couples and LGBTQ

Wed, 15 Sep 2021 13:30:00 -0700

Episode 26 - Marlon Altoe is a proud member of the NADP and has a true passion in his life to bring solutions to the clients he serves.

The National Association of Divorce Professionals (NADP) is the first to unite professionals in the legal, financial, mental health, and residential industries who serve divorcing clients. We provide access, connections, and results for our members and the unique opportunity to create strategic alliances within the divorce industry.

The NADP is the pioneer of business to business divorce industry information and resources for an extensive range of professionals who guide their clients through this overwhelming time. The NADP is dedicated to providing high-quality introductions to members and the unique opportunity to create mutually valuable relationships within the divorce industry. Learn more about The NADP by going to our website: https://thenadp.com/about/

Altoe and his team work with folks from all walks of life; our clients are primarily highly successful professionals, families, divorcing couples, and established business owners in the LGBTQ+, women, transnational, and performing arts communities. Due to affinity, exposure, or both, they have developed a keen understanding of their distinctive circumstances.

His team ensures that clients have set up the proper building blocks to build a secure financial future and take the proper steps to grow and protect assets throughout their lifetimes and beyond through goal-based financial planning. Here, you will find a deeply committed team to their clients and consider them part of their extended family. We practice in French, Portuguese, and Spanish.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Ted Purdy, PGA Tour Winner, Getting High On Giving

Wed, 08 Sep 2021 13:30:00 -0700

Episode 5 - After beating Tiger Woods and many years on the PGA Tour, Ted Purdy accidentally stumbled into a new career around giving to those who were less fortunate. After one day Ted was hooked and now has helped thousands of families in his local community to have a higher quality of life. Check out this episode as three guys hang out and discuss what it takes to become a professional athlete at the highest level and how giving back to others is the ultimate high.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Sean Entin The Stroke Hacker and Traumatic Brain Injuries

Wed, 01 Sep 2021 13:34:31 -0700

Episode 25 - Sean had everything until a freak accident caused a traumatic brain injury. He couldn't walk, talk, read or write and he had to relearn everything. Traditional medicine only got him so far in his recovery so he ventured into natural approaches and what he discovered made all the difference. Contact him at: www.StrokeHacker.com

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Matt and Joanne Eby, JD. Bringing Estate Planning To The Working Class

Wed, 25 Aug 2021 13:30:00 -0700

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 Eby’s depth and breadth and the valuable contributions he would bring to its board, revolutionizing the trust process for the modern age. “Carter and his team began building a virtual approach to trust, and estate planning and settlement well before the COVID-19 pandemic accelerated the industry’s need for digital solutions,” Eby says. “The world has gone online, and what might have happened by 2030 happened in 2020 instead.”

Eby is in a position to help insurance and financial advisors keep pace with that accelerated timeline. For more than 20 years, he educated financial professionals on the trust industry as a subject matter expert at Cannon Financial Institute, a leading professional development firm helping financial professionals gain advanced skill sets. He even designed and built certifications for the trust industry.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Randa Hoffman, Exclusive Financial Planning Strategies For Women

Wed, 18 Aug 2021 13:30:00 -0700

Episode 23 - Randa Hoffman is the owner and financial planner at Radiant Wealth Planning, a financial planning and investment management firm exclusively for women. She helps ease the uncertainty around retirement, tax planning, and transitioning wealth so that women can live a life they’ve always dreamt of. She holds an MBA and EA and lives in Newport Beach, CA.

You can find her at https://radiantwealthplanning.com/

The show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless.

Listen to Episode 23 and more, subscribe to our podcast for the information. http://www.thehealthandwealthpodcastshow.com/?utm_medium=referral&utm_source=contentstudio.io

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Wilbur You, Building Advisors Online Credibility and Lead Generation

Wed, 11 Aug 2021 13:30:00 -0700

Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelor’s degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parents’ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward five years, and that solo venture is now a full-fledged integrated marketing agency with offices in Naperville, IL, and Scottsdale, AZ.

After incorporating Youtech, Wilbur graduated with his MBA from the Keller Graduate School of Management, specializing in startups and business. He has a unique ability to construct personalized marketing strategies for clients and is able to effortlessly bridge the gap between traditional and digital marketing methods. As the visionary architect behind Youtech’s ever-growing marketing empire, Wilbur knows how to bootstrap a business from the ground up and keep the arrow pointing in the right direction without outside funding.

Wilbur currently is the CEO and Founder of Award-Winning Marketing Agency Youtech, and also an Advisory Board Member to The Alkaline Water Company or Alkaline88. Wilbur is also a published author with his first book released in 2020 titled Happy, Humble, Motivated.

Wilbur has been selected into the Forbes 30 Under 30 Class of 2021. To Contact Wilbur go to: https://www.youtechagency.com

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Miles Veth, Creating A Paradigm Shift

Wed, 28 Jul 2021 14:08:03 -0700

Episode 22 - 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/

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HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Scott Treadway PhD, How To Read Supplement and Food Labels For Optimal Health

Wed, 21 Jul 2021 17:13:47 -0700

Episode 21 - Dr. Scott Treadway, one of the top supplement formulators in the world, goes deep into reading supplements and food labels with the Health Hero Tim James. With their 51 years of combined experience in the supplement industry, Scott & Tim drop some bombshell advice on what to look out for when reading those pesky and oftentimes confusing labels. Some of what they share is so mind-blowing that you will definitely never look at a label the same again! The information they share is critically important to anyone that is trying their best to stay healthy, perform at top levels or heal from disease. Contact Dr. Treadway on his website: www.MetaOrganics.com

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Carter & Tim Back Story to Health and Wealth

Wed, 14 Jul 2021 13:30:00 -0700

🎤IT’S OFFICIAL!! Carter and Tim have launched their very own show to educate, empower, and enlighten you on ALL things Health and Wealth! 🚀 🎧Make sure to follow, share, and like for immediate access to this priceless information.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Rick White, Trusted Advisors MUST Add Estate Planning To Their Practice

Wed, 07 Jul 2021 13:30:00 -0700

Rick White has been in the financial services industry for more than 40 years. A well-regarded author, speaker, educator, and consultant, he co-founded Retirement Wealth Academy. His company, Rick White Consulting, is a Tax & Estate Planning Design consultant to Patriot Wealth Management, Inc. in Raleigh, NC, as well as numerous business owners, professionals, and highly paid executives.

Recognized as one of the tops “Safe Money” and “Tax-Free Retirement” experts in the industry, he has helped countless individuals and their families navigate successful planning for a secure and well-deserved retirement. He believes in managing risk and that being able to keep your hard-earned money well protected is crucial to growing and maintaining your family wealth. Rick is passionate about his clients’ financial education.

Whether it’s in the classroom or online, he strives to bring the participants real-world financial truths that are designed to help them keep more of what they earn, accumulate, and acquire. He is widely recognized as a contributor to Fortune/CNN/Money.com and FoxBusiness.com. When not devoting his time to his clients, Rick enjoys spending time with his family and visiting with his children and grandchildren.

Retirement Advisor
The Retirement Co-Founder of wealth Academy
National Social Security Advisor Certificate Holder

To contact Rick White: https://www.bottomlineprotection.com/

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Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors

Wed, 23 Jun 2021 13:30:00 -0700

Episode 12 - 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 experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida. From law school, she thereafter became licensed to practice in Florida and then in the State of Nevada. As a Nevada Bar member, Ciara can provide full implementation and legal support for clients from anywhere who choose to opt for the "pro-trust" Nevada jurisdiction when establishing their estate plans on the ITS/MLCP processing platforms. Ciara remarked that she is "excited to hold a position that allows her to work with an innovative financial and legal advisory network to help bring virtual, and affordable, estate planning to the masses.” She is "confident in the capabilities of the ITS team to assist financial service providers, in this age of digital transformation, who wish to help their clients not only meet but even exceed personal estate-planning goals and expectations."

If you would like to contact and speak with Ciara directly, you may arrange for a specific time on her digital scheduler at: https://calendly.com/ciaralister_esq.

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Jim Crider, CFP Helping Clients To Live Intentionally

Wed, 16 Jun 2021 13:30:00 -0700

Episode 20 - Jim Crider— a husband, dad, and CEO of Intentional Living FP. Prior to starting Intentional Living FP, he worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoyed most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.

He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client he works with is that his role is to guide— to live where his clients’ lives and money intersect so they can live the life they want to live. Money is simply a tool, a resource that is there to help you live the life you want.

When he is not engaged in a conversation with people about life, priorities, and doing what is important to them, he can be found chasing around his kids, spending time with his wife, or out on an adventure.

Jim is so grateful you are joining him, and he’s excited for your journey together.

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Lisa Camacho, Embracing Digital Tools To Elevate The Client Experience

Wed, 09 Jun 2021 13:30:00 -0700

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 stock market traders. In 2016, Lisa along with 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 so they, too, can establish their own Legacy!

To contact Lisa or learn more about Family Succession Planning: www.legacydlcinc.com

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Scott Garcia of Premier Estate and Income Planning

Wed, 02 Jun 2021 13:30:00 -0700

Episode 3 - Scott Garcia, President of Premier Estate and Income Planning discusses how his entire practice has changed because of the Advisor Partner Platform. Scott also has become one of the National Advisor Partner Mentors and discusses how he works with other Advisors across the country implementing his successful strategies when it comes to growing his practice and getting more referrals than ever before.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

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Dennis Stack, A Digital Platform To Leave Behind Your Values

Wed, 26 May 2021 13:30:00 -0700

Following the loss of his father before the birth of his only child, and the subsequent loss of his mother to Alzheimer’s disease when his daughter was 2, he realized his daughter would never know her grandparents.

Then after 19 years, starting as a Financial Advisor for E.F. Hutton and finishing as a Sr. VP & Branch Manager for UBS/PaineWebber, he realized that as an industry they do a great job preserving and growing client’s valuables, but they weren’t doing anything to help preserve values.

He is often quoted for his insightful statement; "Wealth that is divorced from the wisdom that created it is too often wasted by heirs."

Following the tragedy of 9-11, he created a ‘do-it-yourself’ Family StoryKeeper Kit as a Christmas gift for clients, asking that they take some time to save something worth more than money. The response was overwhelming. Two years later he made the decision to leave the career he built and made preserving family legacies his life ambition.

He took this "legacy talk" concept to Hospice and with the help of End of Life professionals refined his interview process, and established protocols. Over the next 5 years he trained more than 5,000 Hospice volunteers with more than 800 Hospice organizations to provide this service so that families would be able to keep the memories of their departed loved ones alive in their hearts and minds.

In 2008, he co-founded the "Living Legacy Project", with a mission to capture the living history of the 20th century from those who lived it, while they are still living.

Using his vast experience in senior care, estate planning and wealth management he helped develop the groundbreaking “Legacy Talks Program", which teaches professionals how to engage in Legacy Talks in a way that generates a much higher rate of referrals, client acquisitions and retention.

You can learn more about The Living Legacy Project and how to create your own family vault to store your legacy and values by going to www.legacystories.org

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Diana Cabrices, Double Your Revenue Lead Generation Strategies That Work While You Sleep

Wed, 19 May 2021 13:30:00 -0700

Episode 18 - Diana Cabrices is Vice President of Enterprise Development at Snappy Kraken, an award-winning automated growth program focused on lead generation and client engagement for financial advisors. Diana opens up new enterprises for the firm to sell into and form strategic partnerships with, and helps financial organizations empower their advisors with the technology and content they need to successfully grow their businesses. With over 5 years of industry experience in varying roles, Diana has worked with thousands of financial advisors on marketing support, succession planning, and M&A recruiting. She holds a B.B.A in Business Economics from Georgia State University, and is a first generation Cuban American with a commitment to empowering women in sales. In her free time, she enjoys salsa dancing, reading, spending time in nature, and practicing a healthy lifestyle.

Learn more about how Snappy Kraken, along with CSI Financial Group can help to 5X your business here: http://snappykraken.com/csi

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Tim Robertson, Not All Trusted Advisors Are Built The Same

Wed, 12 May 2021 13:30:00 -0700

Episode 17 - Tim Robertson is driven by his faith, his work ethic, and the desire to make a difference in people’s 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.

“With 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,” Robertson says. “That’s incredibly special.”

As an advisor with both his Series 7 and Series 66 securities licenses, Robertson is qualified to act as a wealth and asset manager, with fiduciary responsibility over his client’s funds. He also carries licenses to advise clients on life/health insurance, annuities, and long-term care. He has also achieved the National Social Security Advisor certificate from the National Social Security Association LLC based in Cincinnati, Ohio.

“We offer clients the security of working with one person and one team,” he says. “With all parties under one roof, we can ensure that our clients are getting the best care. Our full range of financial services includes estate planning so that clients no longer have to face the uncertainty, expense, and inconvenience of dealing with an outside estate planning attorney.”

Providing a complete spectrum of retirement and estate planning services appeals to both long-standing clients and to new clients, many of whom favor using technology to manage their financial solutions, Robertson says.

“With our digital tools like eStatePlan ™ clients gain control over every phase of their estate plan,” he adds. “The average person changes their estate plan 2.5 times. Gone are the days when they have to pay thousands of dollars for every change. We provide a solution that is faster, more cost efficient and makes sure every phase is completed so clients experience peace of mind.”

Offering the flexibility of face-to-face as well as screen-to-screen consultations is key in today’s evolving social and financial environment, Robertson says.

A life-long Michiganian, Robertson played lacrosse on the University of Detroit team and is a football fan. He is an outdoor sportsman and an advocate for the preservation of our National Parks. He loves to travel and has a goal of visiting every continent.

“I believe in the Golden Rule and in equality for all people,” he says. “A lot of people are under the impression that estate planning is only for millionaires. But it’s actually for everyone who wants to control their own financial future, for themselves and for their loved ones.”

Timothy is a registered representative with Cambridge Investment Research, Inc. and an investment advisor associate of The Financial Center, LLC. Securities are offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Jennifer Surmacz, From Black Belt To Chief Counsel

Wed, 28 Apr 2021 13:30:00 -0700

Episode 15 - As Chief Counsel for eStatePlanTM, Jennifer Surmacz works closely with advisors and their clients helping them achieve their estate planning goals. With her broad experience in Estate Planning, Probate, Contracts and Family Law, among other legal disciplines, Jennifer’s clients gain confidence and peace of mind knowing their legacy will be carried out exactly as they intend.

Born into a military family that lived in several states, Jennifer believes in giving back. She serves as a Special Public Defender for Juveniles, is a member of the American Bar Association, the National Association of Professional Women and Lawyers Fighting Hunger.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Jon Garland-Sutter, Doubling His Income During The Pandemic

Wed, 21 Apr 2021 15:17:00 -0700

Episode 14 - Jon Garland-Sutter has been in the financial services business for nearly 20 years. His career started as an agent in central Illinois for a national health insurance company. He spent over 10 years as a top agent and agency manager, helping mold agents to take care of their clients the best way possible. But even as a management figure, Jon always had a passion for offering the best solutions to consumers. In time, he realized that the company didn’t offer different solutions that people often needed. This recognition led Jon to step out on his own so he could offer his clients more options.

Jon has been an independent business owner for the past 8 years. He has over 18 years of experience, helping pre-retirees and retirees plan for their income, healthcare, and insurance coverage needs. Today, he works with individuals, couples, and business owners so they can enjoy more financial confidence and better retirement futures. Jon’s expertise includes retirement income planning, tax-mitigation strategies on Social Security benefits and other income, health insurance coverage, and estate planning.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Wilbur You, Building Advisors Online Credibility and Lead Generation

Wed, 14 Apr 2021 01:30:00 -0700

Episode 13 - Ask anyone at Youtech to describe Wilbur You, and all descriptions will lead you to the same sentiment: Wilbur is a leader. Eight years ago, however, Wilbur did not have his now 75+ employees to vouch for him. At the age of 21, with a bachelor’s degree from NIU in Computer Science, Wilbur started Youtech & Associates as a one-man operation. In his parents’ basement, he made 100 cold calls a day asking people to give him the opportunity to build their websites. Fast forward five years, and that solo venture is now a full-fledged integrated marketing agency with offices in Naperville, IL, and Scottsdale, AZ.

After incorporating Youtech, Wilbur graduated with his MBA from the Keller Graduate School of Management, specializing in startups and business. He has a unique ability to construct personalized marketing strategies for clients and is able to effortlessly bridge the gap between traditional and digital marketing methods. As the visionary architect behind Youtech’s ever-growing marketing empire, Wilbur knows how to bootstrap a business from the ground up and keep the arrow pointing in the right direction without outside funding.

Wilbur currently is the CEO and Founder of Award-Winning Marketing Agency Youtech, and also an Advisory Board Member to The Alkaline Water Company or Alkaline88. Wilbur is also a published author with his first book released in 2020 titled Happy, Humble, Motivated. Wilbur has been selected into the Forbes 30 Under 30 Class of 2021.

To Contact Wilbur go to https://www.youtechagency.com

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

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Ciara Lister, ESQ. Attorney Working Collaboratively With Advisors

Wed, 31 Mar 2021 13:30:00 -0700

Episode 12 - 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 experience in the corporate world. A University of Florida alumni, Ciara eventually earned her Juris Doctorate from the prestigious Ave Maria School of Law in Naples, Florida. From law school, she thereafter became licensed to practice in Florida and then in the State of Nevada. As a Nevada Bar member, Ciara can provide full implementation and legal support for clients from anywhere who choose to opt for the "pro-trust" Nevada jurisdiction when establishing their estate plans on the ITS/MLCP processing platforms. Ciara remarked that she is "excited to hold a position that allows her to work with an innovative financial and legal advisory network to help bring virtual, and affordable, estate planning to the masses.” She is "confident in the capabilities of the ITS team to assist financial service providers, in this age of digital transformation, who wish to help their clients not only meet but even exceed personal estate-planning goals and expectations."

If you would like to contact and speak with Ciara directly, you may arrange for a specific time on her digital scheduler at https://calendly.com/ciaralister_esq.

WEALTH: Not getting enough clients? Book a FREE 15-minute Client Acquisition Consultation with CEO | Carter Wilcoxson to learn how.

HEALTH: Low on energy or overweight? Click here and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.

See omnystudio.com/listener for privacy information.