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Gesamtlänge aller Episoden: 5 days 18 hours 16 minutes
episode 82: LaTika Tillis, Private Investments Specialist
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...
episode 19: Dennis Stack, A Digital Platform To Leave Behind Your Values
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...
episode 81: Pamela Capalad, CFP®, AFC® and Dyalekt From The Brunch and Budget Podcast
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...
episode 80: Laura Holcombe, CFP® From Chemistry and Computer Science Major to Financial Advisor Formulator
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...
episode 29: Ari Rastegar, Affectionately Known As The "Oracle of Austin"
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...
episode 79: Connor Lowery, CFP®, CPA, CWS® Applying Biblical Principles and Wisdom For His Clients
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...
episode 78: Joshua Aldus, Wealth Advisor and Navy Veteran
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...
episode 77: Paul Nikolai MBA, CFP®, From Deloitte To Problem Solver Extraordinaire
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...
episode 76: Andrew Wallace, Financial Advisor Making The Complex More Simplified
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...
episode 75: Erica Ramos, Financial Consultant Bringing Trust-Based Planning To Her Clients For A Tax-Free Retirement
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...