Grow Your Business and Grow Your Wealth
207 episodes - English - Latest episode: 29 days ago -The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you.Guests on the podcast will chat with Gary and share their secrets to build a better financial foundation for your business and your life. Tune in for informative conversation about keeping your finances organized and not wasting your well-earned money.
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Episodes
EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors
August 10, 2022 04:00 - 40 minutesShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 104 Ann Garcia, Managing partner – Independent Progressive Advisors Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial PlannerⓇ and managing partner of Independent Progressive Advisors, Ann specializes in helping families balance the desire to support their children’s dreams with the reality of funding their ...
EP 103 Matt Chancey- Financial advisor and tax expert
August 03, 2022 04:00 - 34 minutesMatt Chancey works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his client's make, but how they keep more of it. Matt has been in the finance industry for over 15 years and as well as working directly with high p...
EP 102 Kristel Patton, Estate Planning Attorney & Counselor at Law – Empowered Legacy Planning
July 27, 2022 04:00 - 37 minutesKristel grew up in the small town of Seneca, Missouri. She earned her undergraduate degree from the University of Kansas, and her law degree from the University of Arkansas – Fayetteville. Kristel was a member of the National Network of Estate Planning Attorneys from 2008-2012, where she received extensive training and support in the area of estate planning. She joined WealthCounsel in 2012, an organization supporting estate planning, elder law, and business attorneys across the country. Kr...
EP 101 Rob Braiman, CEO / Principal, Managing Member– Cogent Analytics
July 20, 2022 04:00 - 31 minutesRob Braiman has a long-standing reputation as a “serial entrepreneur” and has spent over 19 years working directly with business owners to improve strategic planning, operations, growth, and profitability. Rob Braiman founded Cogent Analytics after spending over 10 years as a senior business analyst helping to improve and build main street businesses across the country. He has personally engaged with over 1500 businesses across the United States, and continues to work to further the interests...
EP 100 Prashant Sabapathi, Co-Founder – Elite Income Advisors
July 13, 2022 04:00 - 28 minutesPrashant Sabapathi is a member of the council of Financial Educators (COFE)- an IRS approved 501(c) (3) organization that is committed to providing the public with the knowledge needed to confidently navigate the ever-changing retirement landscape. He is also a recognized retirement planner, financial educator, and speaker on the topic of wealth management and retirement planning. Prashant also hosts both the Retire Smart Maryland radio and television programs which air in the Baltimore area ...
EP 099 Gregory Kushner, Founder – Lido Advisors
July 06, 2022 04:00 - 35 minutesGregory Kushner founded Lido Advisors in 1999 with the goal of ensuring that his clients are “fiscally fit” with a healthy financial portfolio in all areas of their lives. Kushner works with investments and strategy for ultra-high net-worth investors and family offices to provide objective and personal financial solutions and multi-generational planning. In addition to his current role as Chairman, Kushner continues to serve client relationships as an investment advisor representative of Lido...
EP 098 Derrick Kinney, CEO – Good Money Framework
June 29, 2022 04:00 - 29 minutesDerrick Kinney is CEO of Good Money Framework and host of the popular Good Money podcast. Kinney inspires influential business and thought leaders to make more money and use it for good. Known for making complex financial topics easy to understand, Kinney is a sought-after guest on local and national media where he has been interviewed on CNBC, FOX News, CNN, FOX Business, PBS, Cheddar News, and Wall Street Journal, among others. Kinney is a certified Financial Educator (CFE), Chartered Retir...
EP 097 Patty Vargas, Partner – Davis & Santos
June 22, 2022 13:00 - 28 minutesPatty Vargas is a shareholder with Davis & Santos and is Board Certified in estate planning and probate law by the Texas Board of Legal Specialization. Patty’s practice concentrates on the representation of individuals and corporate fiduciaries with respect to estate planning, family wealth transfers, probate, guardianships, formation and administration of trusts, including special needs trusts and fiduciary litigation. Patty has prepared and has assisted in the preparation of IRS filings f...
EP 096 Aaron Clarke, Private Wealth Advisor – Halpern Financial Inc
May 18, 2022 04:00 - 27 minutesAaron works as a Private Wealth Advisor for Halpern Financial Inc, and is the founder of Gig Wealthy, an online financial education start up that strives to provide access to elite planning strategies to underserved small business owners. He is the winner of the Financial Planning Association of National Capital Area’s 2022 Emerging Leader Award, as well as a 2022 Washingtonian Top Financial Advisor in the Washington DC area. As a Wealth Advisor for Halpern Financial, Inc., Aaron directly e...
EP 095 Portia Wood, generational wealth planning attorney – Wood Legal Group, LLP
May 11, 2022 04:00 - 40 minutesPortia M. Wood, Esq., is a generational wealth planning attorney. Based in Los Angeles, she leads Wood Legal Group, LLP, an African American woman-owned and operated law firm specializing in estate planning, probate, and elder law that she runs with her mother and law partner, Robin Wood. They are passionately focused on helping marginalized communities grow and protect wealth by being a trusted resource for accurate information and comprehensive, culturally competent estate planning. Learn m...
EP 094 Matthew Erskine, managing partner – Erskine & Erskine LLC
May 04, 2022 04:00 - 29 minutesMatthew Erskine is the managing partner of Erskine & Erskine LLC, a fourth generation law firm, and The Erskine Company, LLC, a consulting firm (www.erskineco.com). He focuses on strategic planning and legal services for business owners, professionals, individuals, families, collectors, and inheritors of unique assets. Helping his clients and their families solve their problems through customized estate, tax and management solutions. Matt has a particular expertise in the stewardship of uni...
EP 093 Sabrina Shaheen Cronin, Founder – The Cronin Law Firm
April 27, 2022 04:00 - 32 minutesSabrina Shaheen Cronin is a true role model for today’s single working parent. She began her career as a musician, and soon afterward, she began her rise as a successful attorney. Sabrina is now a nationally recognized motivational and public speaker, life and business strategist coach, writer, mentor, businesswoman, top Lawyer, and television personality. Sabrina is known as the “Shared Parenting Expert” for her workshops helping families cope with co-parenting dilemmas in today's challengin...
EP 092 Carmen Rosas, Founder – Carmen Rosas Law
April 20, 2022 04:00 - 32 minutesHoop-wearing, award-winning and stereotype-defying attorney Carmen Rosas is on a mission to help women chase and secure the bag. Recently named a Top Latino Lawyer by Latino Leaders Magazine, Carmen draws on more than 10 years of experience in estate planning to equip women to protect themselves and their families by protecting their assets. And she’s doing it all in style. A proud mix of Mexican, French, and Italian, Carmen grew up in the Bay Area, fascinated by her grandmothers’ stories of...
EP 091 Jack Hales, Founding partner – Hales & Sellers PLLC
April 13, 2022 04:00 - 31 minutesJack Hales is a founding partner at Hales & Sellers PLLC and is board-certified in Estate Planning and Probate Law. Hales primarily focuses on areas of estate planning and probate, including representation of executors, fiduciaries, and beneficiaries in uncontested and contested estate and trust matters. He is currently fighting for justice for dozens of families suing a funeral home and recently spoke with New York Post and DallasMorning News about the issue. Jack’s insights include: T...
EP 090 Jeremy Keil, Financial planner – Keil Financial Partners
April 06, 2022 04:00 - 20 minutesJeremy Keil, CFP®, CFA is a retirement focused financial planner with Keil Financial Partners, and host of the Retirement Revealed blog and podcast. Jeremy’s insights include: What led to Jeremy becoming a financial planner The common mistakes people make with their retirement planning Why you need a plan before and after investing Deciding what to do with your long-term and short-term money The five step retirement process Keil Financial Partners offers Advice he would give his yo...
EP 089 Tyson Koska, Founder – OnTrajectory
March 30, 2022 04:00 - 31 minutesTyson’s first taste of entrepreneurism came at age 13 when he opened a roadside snowball stand in his small hometown. This experience gave him his first sense of Financial Independence, and he became hooked on it. By age 20, Tyson had become a helicopter pilot in the U.S. Army. Although he was making more money than ever before, he also found himself the most in-debt. Luckily, he was able to pay down that debt while deployed to Desert Storm – and another important financial lesson was learned...
EP 088 Rasha Ingratta, Mortgage broker – Shop Mortgages.Ca
March 23, 2022 04:00 - 27 minutesRasha is a Mortgage Broker & Real Estate investor in Windsor Ontario Canada. Rasha has been in the mortgage industry for more than 20 years. As an independent mortgage agent at Mortgage Intelligence (shopmortgages.ca) Rasha says she prides herself on a high level of mortgage knowledge, professionalism, and experience which translates into providing customers with mortgages that are competitively priced and have features that best meet the client's needs. Rasha cares about the client's situati...
EP 087 Chris Ward, Founder – EntryPoint Wealth Management
March 16, 2022 04:00 - 31 minutesChris Ward founded EntryPoint Wealth Management to provide advisory relationships built on Financial Life Planning to enable his clients to achieve more in their lives and financial aspirations. We take the time to help clients understand what is truly important to our clients to make the best financial decisions to empower them to achieve their successes. We attract High Networth Investors who ask us to untangle the complexity of their situation, reduce the stress of their financial lives, a...
EP 086 Charles Alexander, Founder – YourCharlesAlexander.com
March 09, 2022 05:00 - 34 minutesCharles Alexander’s mission in life is to help entrepreneurs get focused and beat the odds of business failure. Charles is the Director of the Small Business Development Center at Volunteer State College, where he provides one-on-one business coaching and teaches seminars to help entrepreneurs grow their businesses. Working with over 1,000 entrepreneurs has helped him become a polished storyteller that uses humor and real world experiences to educate others. In addition to coaching entr...
EP 085 Justin Nabity, Founder and CEO – Physicians Thrive
March 02, 2022 05:00 - 38 minutesJustin Nabity is the founder and CEO of Physicians Thrive, an advisory group helping physicians avoid business and legal pitfalls and build their financial education. As a wealth management advisor from a family of doctors, he launched his business by traveling to medical schools nationwide to educate physicians about their unique financial, legal, and business needs. Today, Physicians Thrive has served physicians at over 400 medical centers, hospitals, and medical schools, and 1000 residency...
EP 084: Ron Saharyan, Co-Founder– Profit First Professionals
February 23, 2022 05:00 - 37 minutesSince starting Profit First Professionals in 2014 from the basement of Mike’s house Ron has implemented, certified and taught Profit First to hundreds of Accounting Bookkeeping and Coaching Firms throughout the globe! Whether a newer business or a 100-year-old firm, Ron has taught firm owners how to properly experience, practice, implement, monetize and share Profit First with their customers. Ron is an expert in value pricing and has created the Profit First Value Pricing Curriculum. R...
EP 083 Ryan Reiffert, Lawyer – The Law Offices of Ryan Reiffert PLLC
February 16, 2022 05:00 - 28 minutesA San Antonio native, Ryan Reiffert is a knowledgeable, insightful, and dynamic business and estate attorney with experience ranging from billion dollar deals on Wall Street, to high-net-worth individuals and families, to three-person garage startups with big dreams, to “regular” people attempting to make sense of a loved one’s passing, and everything in between. The firm provides high-quality legal services to entrepreneurs, individuals, and businesses in San Antonio and the surrounding reg...
EP 082 Paul Donovan, Attorney, CPA, estate developer – Donovan Legal PLLC
February 09, 2022 05:00 - 30 minutesPaul Donovan is an attorney, CPA, real estate developer, and broker with 25 years of experience advising real estate clients on the legal, tax, and financial aspects of real estate. Paul spent much of his career working for the “Big 4” advising Fortune 500 companies on complicated tax issues involved in the acquisition and disposition of real estate assets around the world. Paul’s insights include: Why you need to have the proper financial team to be successful How the pandemic has chang...
EP 081 Eunicia Peret, Founder and CEO – Empowered Financial Planner
February 02, 2022 05:00 - 27 minutesEunicia is a seasoned executive and business owner, accomplished financial consultant On her own journey, she went from rebuilding her financial independence from nearly nothing to over 6 figures in less than a year using the same methodology she uses with her clients. In addition, she has worked with and set hundreds of clients on their paths to financial independence and wealth optimization. Eunicia is a senior contributor to Brainz Magazine and collaborates with many globally known thoug...
EP 080: Jeremy Britton, CFO – Boston Trading
January 26, 2022 05:00 - 37 minutesJeremy Britton started his first financial planning business in 1992, and went on to create several more businesses over the next few years. Along the way, he studied financial patterns like a Vegas card-counter, and always seemed to know what was coming next. Jeremy predicted the 1999 "Tech Wreck", the 9/11/2001 crash and his first best-selling book predicted the 2008 Global Financial Crisis a full two years early. He was an early adopter of Bitcoin and cryptocurrencies, co-founding the worl...
EP 079 Seth Greene, Founder and CEO – How to Find Money For College
January 19, 2022 05:00 - 27 minutesSeth Greene is the nation’s foremost authority on growing your business with a podcast. Seth is the co-host of the Sharkpreneur podcast with Shark Tank’s Kevin Harrington that was just named “One of the Top 10 Podcasts to Listen to in 2019” by Nasdaq. He is the founder of the direct response marketing firm Market Domination llc, and he is a 7-time best selling author who has been interviewed on NBC, CBS, Forbes, Inc, CBS Moneywatch and many more. Seth’s insights include: Seth’s personal...
EP 078 Gil Baumgarten – Found and CEO of Segment Wealth Management
January 12, 2022 05:00 - 29 minutesShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 78: Gil Baumgartenr – Found and CEO of Segment Wealth Management Gil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time...
EP 078 Gil Baumgarten – Founder and CEO of Segment Wealth Management
January 12, 2022 05:00 - 29 minutesGil Baumgarten is a 36-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. By the time 2010 came about, Gil jumped off the brokerage train to start Segment, a fee-only firm where the interests of the client could align with the interests of ...
EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions
January 05, 2022 05:00 - 35 minutesShow Notes - The Grow Your Business and Grow Your Wealth podcast with Gary Heldt - EP 077 Brett Swarts, Capital Gains Tax Deferral Experts and Founder of Capital Gains Tax Solutions Brett Swarts, founder of Capital Gains Tax Solutions, educator, investor, and host of Capital Gains Tax Solutions Podcast, expert CRE secrets, and a host of Crypto Mastermind webinar every Friday. Brett Swarts is an entrepreneur; deferred sales trust expert/trustee, CRE investor, podcaster, and Northern CA ...
EP 076 Eric Proos, P.C, Lawyer – EJP Law
December 29, 2021 05:00 - 32 minutesEric Proos is a Detroit area native, who is a private practice attorney in Los Angeles, with a focus on business transactions and litigation, and representing individuals in divorces and other legal needs. He received a B.S., cum laude, in political science, with a double minor in economics and legal studies on a partial academic scholarship from Central Michigan University. Eric then went on to attend the University of Detroit Mercy School of Law. During that time, he advised on strategy a...
EP 075 Rebecca Goldfarb, Lawyer – Goldfarb & Luu Estate Planning & Elder Law
December 22, 2021 05:00 - 29 minutesAt twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways. Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only cre...
EP 074 Tabitha Mazzara, Director of Operations –Mortgage Bank of California
December 15, 2021 05:00 - 30 minutesTabitha Mazzara is an outside-the-box mortgage industry thinker, whose sophisticated, holistic approach gets things done for high-net-worth borrowers other banks wave off as “too complicated,” while creating a home-like environment for her dedicated staff. A self-described “mortgage brat,” Tabitha has achieved a venerable 35 years of success in the field in part by virtue of her extraordinarily diverse skill set. Over the course of her career, she has attained hands-on experience with near...
EP 073 Conrad Neufeldt, Mortgage broker
December 08, 2021 05:00 - 30 minutesConrad Neufeldt is a Nationally award winning mortgage broker from Saskatchewan, Canada. He is a top 10% mortgage producer in Canada, was one of the first persons from Saskatchewan to receive the Innovator of the Year Award from Mortgage Professionals Canada, and one of the youngest ever to be brought in as a speaker for the National Mortgage conference. Conrad brings almost a decade of experience as a mortgage broker, and is well versed in residentially securitized debt. Conrad’s insights...
EP 072 Dan Sheeks, Financial Consultant – Personal Finance Advocate/Entrepreneur/Author
December 01, 2021 05:00 - 28 minutesDan is a high school Business/Marketing teacher, real estate investor, and personal finance advocate in Denver, CO. In his 18 years of teaching high school, he has taught a variety of business subjects including personal finance, entrepreneurship, and marketing. Dan’s passions include working with teenagers, advocating for personal finance education, investing in real estate, and promoting the FIRE movement. Embedded in his classes is the co-curricular DECA club in which students travel, comp...
EP 071 Dr. Guy Baker, MBA, MSFS, MSM, ChFC, CFP, Wealth Coach
November 24, 2021 00:00 - 25 minutesA certified business and wealth coach, Guy Baker has extensive experience in financial planning, investments and life insurance. With over 55 years in the industry, Guy has been featured on numerous talk shows and tele-video conferences, including speaking several times on national and international stage. He was selected as the 78th recipient of the John Newton Russell Award, the Life Achievement award for the Financial Industry and as the 50th recipient of the California Norman G. Levine L...
EP 070 Jim Crider, CEO and financial planner - Intentional Living FP
November 17, 2021 00:00 - 31 minutesShow Notes Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence. Prior to starting Intentional Living FP, Jim 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 enjoys most: families that desire to achieve early fi...
EP 069 Rachel Burns, Founder & Financial Planner – True worth Financial Planning
November 10, 2021 00:00 - 32 minutesRachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner. Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortly before the birth of her twins, her husband was diagnosed with glioblastoma, a rare and aggressi...
EP 068 Bob Porter, Founder & President – Porter Investments
November 03, 2021 00:00 - 29 minutesBob Porter is the founder of Porter Investments, a Houston-based money management firm specializing in quantitative, model-driven strategies for individual investors. The firm has worked with PHDs, process engineers, and other industry professionals to develop a series of rules-based investment strategies designed to achieve the goal all stock market investors seek; to participate when the major US equity markets are rising, but protect and in some cases further increase, our asset values dur...
EP 067 Chris Gure, Financial Consultant – Fortress Financial Partners
October 27, 2021 00:00 - 20 minutesChris is a financial consultant in Fortress Financial Partners. He holds FINRA series 7, 63, and 66 registered with Fortress Private Ledger. He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12. After graduating from Auburn University's Harbert College of Business with a Bachelor's Degree in Finance, Chris relocated to Raleigh to begin his career in Wealth Management. In addition to being a former nominee for Fi...
EP 066 David Bross, Sr. Estate Planner and Shareholder - Truepoint Wealth Counsel
October 20, 2021 04:01 - 29 minutesDavid takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private...
EP 065 Curtis Bailey, CFP©, CRPC©, EA, CFA, Founder & Financial Advisor - Quiet Wealth Management
October 13, 2021 04:01 - 30 minutesCurtis Bailey is a Financial Advisor at Quiet Wealth Management. His calm and diligent approach to financial planning allows clients to feel comfortable and confident in their financial life. He has been quoted on wealth management topics in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider. Curtis is the debuting author of Quality Time Left, a book on the personal side of retirement. Outside finance, he is an avid reader, a home chef, and ...
EP 064 Cecile Hult, CFP®, CDFA® & Private Wealth Advisor – Argent Bridge Advisors
October 06, 2021 04:01 - 32 minutesCecile Hult strives to help hundreds of individuals and families create roadmaps leading to personal and financial success. She serves as a practical resource in every aspect of her clients' financial life - including retirement and estate planning, saving for college, investment management, insurance, budgeting, and cash flow generation. Cecile is focused on financial planning and client education with a highlight and specialized training helping women in transition - specifically while goin...
EP 063 Eric Jaffe, CEO, and co-founder - MOSAIC Wealth Partners
September 29, 2021 04:01 - 27 minutesEric Jaffe is the CEO and co-founder of MOSAIC Wealth Partners, a financial advisory and planning firm based in the Washington, DC area. He serves as the firm's chief strategist and portfolio manager. Eric has worked in the financial services industry for more than 20 years. He particularly enjoys helping pre-retirees and retirees whether the volatility of markets and achieve their personal goals. Eric began his professional career as an attorney first at a private firm in Washington, DC, a...
EP 062 Justin Goodbread, CEO - Heritage Investors & Founder - Financially Simple
September 22, 2021 04:01 - 34 minutesBusiness owner, financial planner, award-winning educator, and pizza aficionado Justin Goodbread launched his first business when he was 15. From Brunswick, Georgia, he grew up running around barefoot and chasing alligators. His love for helping others with their finances evolved over time, but it began with a dare. A friend bet $5,000 Justin wouldn’t be able to pass three financial tests. With only a month to study, Justin passed the first time. That ultimately led him to become a CERTIFIED ...
EP 061 Roger Royse, Attorney & Partner, Haynes and Boone, LLP
September 15, 2021 04:01 - 24 minutesRoger Royse, attorney and partner at Haynes and Boone, LLP, has practiced everywhere from oil patches, Wall Street and Hollywood. He has spent 30 years working in Silicon Valley specializing in tech and is currently involved in the revolutionary business of agriculture tech, how food gets produced and delivered. Roger practices in corporate and securities law, domestic and international tax, mergers and acquisitions, and fund formation. He’s been an instructor or professor of legal, tax and b...
EP 060 Adam Doran, Wealth Advisor-Prevail Wealth Strategies
September 08, 2021 04:01 - 28 minutesAfter negative experiences and struggling to find the right financial advisor for his family, Adam Doran left his 16-year career as a police officer and studied to become a financial advisor to do things differently. Adam is a wealth advisor at Prevail in Kansas City, and he believes traditional financial planning has fallen short, that it takes control out of the client’s hands and at Prevail they work to give more control back to the client. He sees working with clients as a collaborative p...
EP 059 Jeremy Held, Managing Director – Bow River Capital
September 01, 2021 04:01 - 30 minutesJeremy Held is a Managing Director in charge of Bow River Capital’s registered asset business, including the firm’s Evergreen Platform. Jeremy guides the strategic direction, investment oversight, research and product development of the firm’s registered products. In our conversation, Jeremy gave invaluable insights into the world of private funds, and he shares the uniqueness and opportunity of the company’s new Bow River Evergreen Fund. The company is also launching a new real estate fund t...
EP 058 Joshua Gerstler, FPFS with The Orchard Practice
August 25, 2021 04:01 - 31 minutesThe conversation today is with a Chartered Financial Planner from the UK. Joshua Gerstler, FPFS, is with The Orchard Practice, where for the past 11 years he has provided comprehensive financial planning with an expertise in mortgages, protection, pensions and investments. Prior to this position, Joshua was a Chartered Accountant at Deloitte working with multi-national organizations. Although Joshua’s background in accounting gives him a great understanding about money, taxes and balancing th...
EP 057 Patti Black, CFP & Partner – Bridgeworth Financial
August 18, 2021 04:01 - 26 minutesPatti Black, CFP and Partner at Bridgeworth Financial has been in the financial planning business since being inspired by a financial planning course she took in college. Now, with over 20 years of experience, Patti is a fiduciary and helps affluent clients align their goals and their money. Patti has been quoted in many national media outlets including Forbes, Barron’s, Kiplinger’s, US New and World Reports, Financial Planning Magazine, Investment News, Market Watch, and Real Simple. One o...
EP 056 Adam Smith, President & CEO – the Colorado Real Estate Finance Group
August 11, 2021 04:01 - 30 minutesAdam P. Smith has written billions of dollars in mortgage and finance deals. He is the President and Founder of the Colorado Real Estate Finance Group, a Commercial and Residential Real Estate Finance Firm. The company specializes in helping both individuals and corporations with real estate, personal and corporate finance. Adam’s best-selling sales book, Just The Tips, and has been published in many trade publications including Kiplinger, AAA Magazine, Bank Rate, Mortgage Professional Americ...