For The Wealth of It
Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Brett Maikowski, CFP® THM Wealth Management102 S. Goliad St., Suite 103Rockwall, TX 75087Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604Disclosures: Brett Maikowski is an Investment Adviser Representative and Registered Representative offering advisory services and securities through Cetera Advisor Networks LLC, member F...
Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.
In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transitioning to retirement, and why she views retirement as an "existential transition" rather than just a financial milestone.
The conversation covers the importance of Dr. Brian Portnoy's "Four C's" framework for human flourishing (connection, control, competence, and context), why successful retirement planning should begin early by...
Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA
Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe.
After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.
In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to...
Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese
Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision.
Zac reveals his entrepreneurial journey, including creative fundraising methods, high-interest loans, and the constant financial challenges of scaling a business. He explains his vision of creating a nationwide network where clients can get consistent haircuts anywhere, his expansion into mobile services, and his newest venture - a barber training s...
Food for Thought: Investing in a Healthier Life with Registered Dietitian Teresa Spirlin
Registered Dietitian Teresa Spirlin shares insights on making sustainable healthy choices, debunks nutrition myths, and draws fascinating parallels between financial planning and nutrition planning.
From discussing the truth about "superfoods" to exploring how small dietary changes can lead to long-term health wealth, Teresa offers practical wisdom for anyone looking to invest in their wellbeing. She also shares her personal approach to work-life balance while managing multiple roles and pursuing continued education.
Whether you're curious about cholesterol, confused about supplements, or just wanting to make better food choices, this conversation offers valuable perspectives on building true we...
From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
Josh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding.
• Josh's transition from finance to art
• Discovering the vital connection between art and financial concepts
• Emphasizing the importance of holistic planning services
• The role of collaboration in effective branding
• Redefining wealth as time and creativity
• Insights on audience-targeted branding strategies
• Importance of understanding client values and mission
Guest: Josh Pass...
The Business Owner's Reality Check with Jerry Petrick
Podcast Guest:
Jerry Petrick
Certified Business Advisor
America's SBDC - Washington
https://wsbdc.org/advisors/jerry-petrick/
Resources mentioned in this episode:
Find your local SBDC Advisor
The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It
Nolo.com
Improving Your Relationship with Money with Financial Therapist Ashley Quamme
Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™
https://www.linkedin.com/in/ashley-quamme
The Wealthy Marriage
https://www.thewealthymarriage.com/
hello@thewealthymarriage.com
https://www.instagram.com/thewealthymarriage/
https://www.facebook.com/thewealthymarriage
Beyond the Plan
https://www.beyondthefp.com/
https://www.linkedin.com/company/beyond-the-plan/
https://twitter.com/bamconsults
https://www.instagram.com/beyondthefp/
Planning & Beyond Podcast
https://www.planningandbeyond.com/
Building Wealth with Purpose: Group Recap and Insights
Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
Episode 4 with Colin Koach
Email: ckoach.work@gmail.com
Social Media:
https://www.linkedin.com/in/colinkoach/
Living Big by Going Small w/ Tiny House Adviser Laura Lynch
Episode 3 with Laura Lynch
Email: laura@thetinyhouseadviser.com
Website: https://www.thetinyhouseadviser.com/
Social Media: https://www.linkedin.com/in/tinyhouseadviser/
Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast
Building Wealth through Real Estate with Kirk Godman
Episode 2 with Kirk Godman
Email: realtorkirkgodman@gmail.com
Phone: (360) 798-0184
Social Media:
https://www.instagram.com/kirkgodman/
https://www.facebook.com/godmanrealestate/
Leaving Wall Street to Find True Wealth with Cara Macksoud
Episode 1 with Cara Macksoud
Email: cara@moneyhabitudes.com
Website: https://www.moneyhabitudes.com/
Social Media: https://www.linkedin.com/in/caramacksoud/
