For The Wealth of It

What if some of the most valuable assets a company owns aren't even reflected on its balance sheet? In this episode of For The Wealth Of It, hosts Jay Boekeloo, CFP®, Jared Tanimoto, CFP®, and Brett Maikowski, CFP®, sit down with Kai Wu, founder of Sparkline Capital, Harvard graduate, and former investment professional at GMO under legendary investor Jeremy Grantham. Kai shares how artificial intelligence is transforming the investment landscape by uncovering hidden value in companies; from brand recognition and intellectual property to human capital and innovation. Together, they explore the limitations of traditional value inv...

In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses.

From consistency and structure to overcoming setbacks, Devon shares how the same principles that build a strong body can also build a successful career. If you’re looking for practical ways to level up in life and business, this conversation carries its weight!

In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway, and using a “worst case scenario” test to manage the fear of uncertainty. Daleele also opens up about the grind of the early years (yes, seven-day workweeks) and how he eventually found better systems to regain ownership over his time. 

After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now.

Nicole discusses the power of choosing experiences over things, surrounding yourself with positive people, and measuring fulfillment through her “Happiness Wheel” - eight dimensions that keep life balanced and thriving. From surviving domestic v...

In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns.

They explore why comparing a sports franchise investment to S&P 500 returns is problematic, discussing factors often overlooked in such comparisons: cash flows, expenses, taxes, inflation, lifestyle benefits, and the illiquid nature of private businesses. The episode emphasizes the importance of comparing "apples to apples" when evaluating investment opportunities and highlights how...

Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy life.

The hosts explore key takeaways including the power of living with intention, the importance of systematization in business, and how wealth extends far beyond financial metrics to include health, f...

In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice:

He also explains why gratitude is the foundation of lasting happiness. From his journey through 20-plus jobs to becoming a sought-after speaker, Tyler offers practical insights on overcoming fear, building systems over relying on motivation, and embracing the "challenging conversations" that lead to real growth. Whether you're an entrepreneur, employee, or anyone looking to unlock your...

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...

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...

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...

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...

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...

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

Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™

https://www.linkedin.com/in/ashley-quamme

The Wealthy Marriage
https://www.thewealthymarriage.com/
[email protected]
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/

Episode 4 with Colin Koach

Email: [email protected]

Social Media:

https://www.linkedin.com/in/colinkoach/

Episode 3 with Laura Lynch

Email: [email protected]

Website: https://www.thetinyhouseadviser.com/

Social Media: https://www.linkedin.com/in/tinyhouseadviser/

Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast

Episode 2 with Kirk Godman

Email: [email protected]

Phone: (360) 798-0184

Social Media:

https://www.instagram.com/kirkgodman/

https://www.facebook.com/godmanrealestate/

Episode 1 with Cara Macksoud

Email: [email protected]

Website: https://www.moneyhabitudes.com/

Social Media: https://www.linkedin.com/in/caramacksoud/