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Latest episodes from Advice First

Q1 2025 Investment Management Webinar

Play Episode Listen Later Apr 11, 2025 61:17


Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com

Behind the Advisor: Fred Wachtel

Play Episode Listen Later Jan 10, 2025 63:26


Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Fred Wachtel - fwachtel@prosperitasfin.comLooking for more content?  Check out our Social Media pages.Facebook -   / prosperitasfinLinkedIn -   / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial   

Behind the Advisor: Rian Denich

Play Episode Listen Later Jan 3, 2025 51:40


Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships.  Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking for more content?  Check out our Social Media pages.Facebook -   / prosperitasfinLinkedIn -   / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial    

The Philosophy of Finance: Mack Herrera

Play Episode Listen Later Dec 20, 2024 53:50


Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking for more content?  Check out our Social Media pages.Facebook -   / prosperitasfin LinkedIn -   / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial  

Behind the College Plan: Rudy Herrera

Play Episode Listen Later Oct 24, 2024 51:58


Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial  

Behind the Estate Plan: Andrew Cohen

Play Episode Listen Later Oct 10, 2024 47:50


Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial  

Behind the Advisor: Jerry Citarella

Play Episode Listen Later Sep 30, 2024 54:24


Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook -   / prosperitasfin  LinkedIn -   / prosperitasfin  Podcast - https://advicefirst.buzzsprout.com/Instagram -   / prosperitas_financial  

Navigating 2024: Economy, Election & Investments

Play Episode Listen Later Apr 11, 2024 40:07


Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead.  Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - https://www.instagram.com/prosperitas_financial/

Creating a Boutique Investment Management Firm with Jennifer Brown

Play Episode Listen Later Mar 8, 2024 50:40


Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client's needs and goals. The company has fiduciary responsibilities to each individual client.  Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen.Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture.  We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders.In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community. Connect with Jennifer (818)436-2196JBrown@prosperitasfin.comProsperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - https://www.instagram.com/prosperitas_financial/

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years

Play Episode Listen Later Feb 1, 2024 46:31


REAL Estate Planning: How to (Properly) Exit Your Home of 30 YearsThe Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King.Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home. This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond.Connect with Bri King:(661) 433-4485Bri4re@gmail.comwww.facebook.com/bri4rewww.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQConnect with Jerry Citarella:(661) 255-9555jcitarella@prosperitasfin.comwww.instagram.com/jerrycitarella/www.youtube.com/@jerrycitarellapresentsProsperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content?  Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - https://www.instagram.com/prosperitas_financial/

Building a Better Business with Selina Thomas of 6 Degrees HR Consulting

Play Episode Listen Later Oct 20, 2022 36:51


The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate.Selina is pursuing a seat on Santa Clarita's City Council as the only no-party candidate. She shares her position on key issues which align well with small businesses throughout SCV. You can connect with Selina here:https://www.facebook.com/selina.m.thomas/https://www.instagram.com/Voteforselinathomas/https://www.youtube.com/user/PhilEnya2/videoshttps://twitter.com/Selinaforcityc1

Strengthen the Body and Strengthen the Mind with Mike Yudin

Play Episode Listen Later Sep 23, 2021 28:32


In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it's a choice to make it positive or negative. Mike's initial objective with an athlete is getting their mind right and then to work on strengthening their body.  Connect with Mike Yudin: Instagram - @TeamYudinFacebook - Team Yudin Training Twitter - @TeamYudinWebsite - http://www.teamyudin.com/

NFL to E-Sports: The Mental Game of Winning it All with Brock Vereen

Play Episode Listen Later Aug 26, 2021 40:44


In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the controls, and how ESTV is taking the E-Sports world by storm. 

Valuing Your No's with Denise Lite

Play Episode Listen Later Jul 29, 2021 39:03


In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and what values she prioritizes. She discusses how a single experience made her come to some interesting realizations and what guidelines she set for herself moving forward. 

Working ON The Business, Not IN The Business with Dr. Brian Edwards

Play Episode Listen Later Jun 23, 2021 45:52


In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice and life.  Connect with Brian:Instagram - threesixtydentistryFacebook - Three Sixty Dentistry by Brian T. Edwards, DDS Inc. Website - www.threesixtydentistry.comPhone Number - 661-254-4000

The Passion Project with Eric Larson

Play Episode Listen Later May 26, 2021 30:36


In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who were being deployed and ensuring they have what they need overseas. He explains how it has shifted into much more than that, especially during the initial scare of COVID and other events during 2020. 

Recap

Play Episode Listen Later Apr 21, 2021 12:05


Raising the 1% of the 1% with George Colon

Play Episode Listen Later Apr 7, 2021 50:06


George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this episode, George shares how they've grown their family - both personal & professional families - their business, and their passion for baseball along the way. George's daughter is known as the 1% of the 1%, but it's a different story than you might think. You'll love this episode and what George has to share. Connect with George and his team below:iComfort Heating & Air: https://www.calicomfort.comPhone: 818-837-0022Facebook: https://www.facebook.com/iComfortHVACInstagram: https://www.instagram.com/icomfort.hvac/

How to Grow Your Small Business with Amanda Benson-Tilch

Play Episode Listen Later Mar 31, 2021 54:45


We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 things business owners can do to enhance their brand TODAY, how to maximize your marketing ROI, and how she created Ask Amanda Consulting by serving an unmet need of her clients. Make sure to tune in to Amanda's podcast "The Ask Amanda Show" on YouTube or your favorite podcast platform.How to connect with Amanda:Email: Amanda@askamandaconsulting.comPhone: (661) 714-9443Website: https://www.askamandaconsulting.comLinkedIn: https://www.linkedin.com/in/askamandaconsultingInstagram: https://www.instagram.com/askamandaconsulting/Youtube: https://www.youtube.com/amandabensonofaskamandaAbout Amanda:Amanda Benson-Tilch started her career as a business owner in Valencia, California. She owned and operated a flower shop for 3 years prior to getting into real estate. Her hard work, dedication to making a difference, and knowledge of the area quickly helped her gain many loyal clients and began establishing her presence in the Santa Clarita Valley. Six years and two children later, she joined the Hyatt Valencia family as Catering Manager, eventually being promoted to Business Travel Manager and Social Media Ambassador.Amanda's sales, marketing, social media experience, and community involvement landed her the Hyatt Public Relations Award of the Year in 2015 from Hyatt Corporate. The impression she made at Hyatt and the long-standing relationships she developed in the community over time led her to the Associate Publisher's position at élite Magazine, a Santa Clarita Valley community magazine. During her time there, many of her advertising clients asked for her advice in marketing, social media direction or ways to help improve customer service. She loved helping people reach their goals and “Ask Amanda” Consulting was born.Since its inception in 2017, Ask Amanda has helped over 50 businesses with connecting Business to Business (B2B), being an influencer, and Business to Customer (B2C). She specializes in those connections as well as teaching business owners how to be social on social media, offering marketing advice, and improving customer service by providing an unbiased opinion on how businesses are perceived by their customers.Ask Amanda Consulting has recently grown to include The Behind the Business video series and The Ask Amanda Show, an interview style video & podcast series.

The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel

Play Episode Listen Later Mar 24, 2021 30:00


In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as opposed to a stock broker, that he finally took a liking to how he was able to help people with their best interest in mind. Fred shares the difference between the two roles, and how you can uncover which type of financial professional you may be working with. To connect with Fred:https://prosperitasfin.com/fred-wachtel-financial-advisor/

Fearing Regret not Failure: Your Recipe For Success with Tony Velasco

Play Episode Listen Later Mar 17, 2021 38:36


In this episode, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way.  Afterburn Fitness started from an outdoor bootcamp in public parks and mall parking structures. 10 years later, Afterburn has two 10,000+ sq ft locations in Southern California.How to connect with Tony Velasco:Instagram: @tonyvelasco_ (https://www.instagram.com/tonyvelasco_/)TikTok: @mindset_Tony (https://www.tiktok.com/@mindset_tony?lang=en)How to learn more about Afterburn Fitness:https://afterburnfitness.com

Tackling Student Loan Debt & Advancing Healthcare Along the Way with Dr. Brian Ostick, MD

Play Episode Listen Later Mar 10, 2021 33:36


What a phenomenal conversation with Dr. Brian Ostick, MD, ER Physician and Chief of Staff at Valley Presbyterian Hospital in Southern California. Dr. Ostick shares how he and his wife, Dr. Aimee Ostick, tackled over a half a million dollars of student loan debt in under 6 years. Now, they're bringing transparency to healthcare, delivering better outcomes at a lower cost via Health & Healing Direct Primary Care in Woodland Hills, California. Health & Healing Direct Primary Carehttp://www.healthandhealingdpc.com/(818) 600-242621400 Ventura Blvd Suite C, Woodland Hills, CA 91364How to connect with Dr. Brian Ostick:https://www.linkedin.com/in/brian-ostick-347baa53/

How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla

Play Episode Listen Later Mar 3, 2021 36:22


Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of entrepreneurship. That was 10 years ago! Listen to Karen's story to hear where she is today, how she got there, and what she's learned along the way. Connect with Karen on Instagram: https://www.instagram.com/socalgal_60/ @SoCalGal_60

How to Plan (and Pay) for College with Rudy Herera

Play Episode Listen Later Feb 24, 2021 32:47


Rudy Herrera is the founder and CEO of College Assurity.  Throughout his life Rudy coached various sports teams and in 2005 he Founded a Club softball organization (10U-18gold) that helped close to 200 girls get recruited and achieve their dreams to attend a 4-year university on Athletic & Merit Scholarships. The Softball Organization is now run by Rudy's closest friend still going strong, and has helped numerous student athletes. Establishing that organization motivated Rudy to further assist students by helping them realize their collegiate goals, which sparked the creation of College Assurity.How to find Rudy:https://www.collegeassurity.comCall: (661) 600-8247Email: rudy (at) collegeassurity.com

The Six Pillars of Business Success with Roger Doumanian

Play Episode Listen Later Feb 17, 2021 26:39


Incredible episode with Roger Doumanian - Attorney, speaker, author, coach, consultant. How to find Roger: https://www.rogerdoumanian.comRoger's book: https://www.6pillars.comFacebook: https://www.facebook.com/rogerdoumanianInstagram: http://www.instagram.com/rogerdoumanianLinkedIn: http://www.linkedin.com/in/rogerdoumanianYouTube: https://www.youtube.com/rogerdoumanianTwitter: http://www.twitter.com/rogerdoumanian

Living (and loving) Your Authentic Self with Ryan Miller

Play Episode Listen Later Feb 10, 2021 45:15


In this episode, Ryan Miller joins us in studio to lay down the law on all things #authenticity. In such a noisy world, how do we stand out? How do we find our own message? Our own purpose? Ryan shares some incredible experiences and insights into his journey of living an authentic life. In addition to his brand, Be Authentic, Ryan is always creating content for your favorite social channel. You can find him below.How to find Ryan:www.ryanjamesmiller.comAuthentic Conversations Podcast: http://ryanjamesmiller.com/podcast/YouTube: https://www.youtube.com/ryanjamesmillerLinkedIn: https://www.linkedin.com/in/rjmsalespro/Instagram: https://www.instagram.com/rjmsalesproAbout Ryan:I coach high performers, helping them to achieve all that they want out of life and business. I consult industry leaders, creating strategic sales and marketing plans, developing leaders, and ensuring great culture. I also host the Authentic Conversations podcast.The short version of my story is that through crazy risks, deep heartaches, and immense support, the business I started with $500 to my name is now providing for a family of four in Orange County. I walk the talk I give to my clients. 

The Elon Musk of Business Risk Management, Christian Moore

Play Episode Listen Later Feb 3, 2021 39:33


Hey podcast listeners, on today's episode of the advice first podcast we get time with Christian Moore Christian's a co-founder of MaxPro Insurance Solutions out here in southern California and they specialize in commercial insurance like workers comp, general liability but not your average insurance policies and this is where it got really interesting their specialty is in those hard to place or complex industries now what's most impressive is hearing what drove Christian down this path enough for him to leave a major financial institution at a very young age and join his partner to start max pro and the priority that they've put behind building systems within their business now Christian is a phenomenal young professional as you will soon find out and there's some huge takeaways in what he had to share. I hope you enjoy!

Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen

Play Episode Listen Later Jan 27, 2021 35:38


Hey podcast listeners, on today's episode of the Advice First podcast we have Fred Wachtel with Prosperitas Financial yet again and his good friend Andrew Cohen.  Andrew is an estate planning attorney here in Santa Clarita, California and he specializes in simplifying this crazy world of designing building and maintaining a trust. Andrew points out some of the key differences between having a will and having a trust and why you'd want one over the other.  I found this extremely insightful and then lastly he was kind enough to share his experience as a business owner through covid19 with so many things going on I think you'll get a lot from this episode and I hope you enjoy.More About Andrew“How do I help my client make informed choices? I begin any conversation with a client by listening with a focus on fully understanding their situation now, and any possible future situations that may arise or impact them. Next, informing recommendations for their best interests, I present them with choices that identify both the pros & cons, the benefits & downsides; and then continue to communicate throughout the design and drafting process.”Attorney Andrew C. Cohen provides focused legal services in these related areas:Estate planningPreparation of trusts and willsAdvanced Planning mattersAsset ProtectionProbate and Trust administrationSpecial needs trusts and fundingand Business planning25060 Avenue Stanford, Suite 255Santa Clarita, CA 91355 661-481-0100

What Your Body is Trying To Tell You with Doctor Guy - Naturopathic Doctor & Hormone Specialist

Play Episode Listen Later Jan 20, 2021 57:01


On this episode we sit down with Doctor Guy Citron and Christopher Ingram with Prosperitas Financial.  Doctor Guy is a naturopathic doctor in Los Angeles California, a phenomenal individual, and frankly Doctor Guy dropped the mic on what it means to be healthy if you have nagging injuries illnesses what those things are trying to tell you and the best avenues to consider healing your body for good.  A phenomenal episode and we also tie in you know the correlation between your health and your finances phenomenal topics phenomenal answers coming out of these questions and probably my favorite episode to date. I hope you enjoy!More About Doctor Guyhttps://www.doctorguy.com/ 8920 Wilshire Boulevard, Suite 610Los Angeles, CA 90211Phone: 323-250-6926My mission is to provide balanced solutions to help you thrive with as little medication as possible.” – Dr. Guy Citrin Guy Citrin, NDDriven and warmhearted naturopathic doctor Guy Citrin, ND, dedicates his time and expertise to helping men and women improve their general health and quality of life at his private practice, Doctor Guy, in Mid-Wilshire, Los Angeles.Dr. Guy combines innovative integrative modalities with functional, naturopathic, and conventional medicine for the best possible results. He has diverse experience, education, and training, and specializes in treating chronic disease, hormone imbalance, joint pain, gut health, anti-aging, and regenerative medicine.Dr. Guy received his naturopathic medical degree from the National University of Health Sciences in Lombard, Illinois. He was a resident at a renowned affiliate site through Bastyr University before relocating to Los Angeles.Dr. Guy is a member of the Endocrinology Association of Naturopathic Physicians, the California Naturopathic Doctors Association, and a nationally recognized speaker on gut health for Microbiome Labs. He specializes in gut health, hormones, and regenerative medicine. However, he has a broad background and expertise in primary care and treats many conditions. He attempts to help the body heal naturally and therefore, take people off medication when it is safe to do so.  Many patients visit Doctor Guy feeling overprescribed and underappreciated. For Dr. Guy, he doesn't just want to make you feel better in the moment, but he wants you to feel better into the future. He believes that health truly is wealth, and he enjoys helping patients feel better and restoring richness and vitality on a deeper level.Dr. Guy's objective is to provide exceptional and personalized care that doesn't just mask the symptoms but improvesWith initial 90-minute consultations, Dr. Guy spends ample time with patients and leaves no stone unturned. New patients are welcome.

Alternative Assets with Classic Car Legend Steve Ingram

Play Episode Listen Later Jan 13, 2021 47:50


Hey, podcast listeners on today's episode of the advice first podcast we interview Steve Ingram and his son Christopher Ingram now Christopher is a financial advisor with Prosperitas Financial and Steve Chris's father is a legend in the classic car world we get to dive into some classic cars as an actual asset class this sounds crazy but after hearing a couple of Steve's stories you will absolutely see why and in addition to those classic cars we explore just alternative assets in general how they may compare to what we're more familiar with whether it's stock market equities or real estate assets so very interesting episode very enlightening and I hope you enjoy it.

Marrying your Tax Plan and Your Financial Plan with Jorge Perazzo, CPA

Play Episode Listen Later Jan 6, 2021 43:17


Hey podcast listeners on today's episode of the advice first podcast we sit down with Jorge Parazzo and Fred Wachtel with Prosperitas Financial. Jorge is a certified public accountant here in Santa Clarita California and he specializes in personal and business tax planning Jorge shared phenomenal insights into the key aspects of tax planning the importance of aligning your financial plan with your tax plan and so much more I got a lot out of this episode it was phenomenal to sit down and hear what he had to say I hope you enjoy it!About Jorge Perazzo661-593-7373https://www.jorgeperazzo.com/https://www.facebook.com/jorgeperazzocpa

marrying financial plan tax plan santa clarita california
It All Starts With Your Gut with Real Andrews

Play Episode Listen Later Dec 30, 2020 32:08


Hey podcast listeners, welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas Financial yet again with his good friend Real Andrews. Real is a phenomenal individual, he focuses on the alignment between mental physical and financial health so having Fred in the room was awesome this podcast was hilarious it might be my favorite episode to date I really hope you enjoy!About Realhttps://championdevelopment.life/415-874-5533info@realandrews.comhttps://www.facebook.com/realandrewshttps://twitter.com/realandrewshttps://www.instagram.com/realandrews/

Avoiding Insurance Pitfalls with Enrique Borja

Play Episode Listen Later Dec 23, 2020 49:16


Hey podcast listeners welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas financial and Enrique Borja.  Enrique owns two property casualty insurance offices here in southern California and he walks us through some massive pitfalls to be aware of in your personal and commercial insurance policies now it might sound boring but those pitfalls could literally take away everything that you've worked so hard to build and so that's why this conversation was extremely enlightening I hope you enjoy!About Enrique BorjaEnrique Borja Ins Agency Inc(424) 206-1082https://www.borjainsurance.com/https://www.facebook.com/EnriqueBorjaStateFarm/

Pivoting to Success: Michael Anthony Photography

Play Episode Listen Later Dec 16, 2020 37:56


Hey podcast listeners on this episode we sit down with Mike and Jen from Michael Anthony photography.  Mike and Jen are not just any average photographers they run a wedding specialty photography business creating some amazing images that you will be sure to want to see and we dive into what it's been like running a business that specializes in weddings in the year that is 2020 dealing with covid19 all of these fun things if you're not aware you know all of these dates are getting push backed delayed and so how do you run a business when there's no weddings happening and so Michael dives into what he's been doing to not just survive but thrive in the year that is 2020. Michael and Jen also go through and help us understand what it's like being married and running a very demanding business together and last and probably one of my favorite points is you know at some point in their lives they had to pivot careers to get into the business that that they're in now and they dive into what that was like how scary that was and what they would do differently knowing what they know today so I think you'll enjoy this episode in fact I know you'll enjoy this episode and I hope you do would love to hear it. EnjoyAbout Michael Anthony Photographyinfo@michaelanthonyphotography.com(800) 380-1217https://www.michaelanthonyphotography.com/https://www.instagram.com/michaelanthonyphotography/https://www.facebook.com/MAPhotoLA/

Protecting Your Assets from Long Term Care Expenses with Scott Zimmerman

Play Episode Listen Later Dec 9, 2020 31:55


In this episode, we invite Scott Zimmerman into the studio to talk about the realities of long term care in our current environment. Long Term Care is a blanket term referring to home health care, assisted living facilities, and skilled nursing care. The number of individuals utilizing long term care and the costs of care are significantly increasing in every city around the United States. Scott helps us understand what's available in today's insurance markets to help protect us from these costs, or in the least, limit catastrophic exposures from taking over the nest eggs we've worked so hard to build. About Scott Zimmerman:Phone: (818) 377-7260 Email: Scott@CorpStrat.comLinkedIn: https://www.linkedin.com/in/scott-zimmerman-9463a12Facebook: https://www.facebook.com/scott.zimmerman.75491?fref=tsScott Zimmerman is a 20 year industry veteran, specializing in life insurance, financed life insurance, life settlements, and business succession planning. He is a noted speaker and Life and Qualifying member of the Million Dollar Round Table, and elite group of professionals representing the top 1% of insurance agents in the world.

Recover Your Body, Recover Your Business with Troy Yudin

Play Episode Listen Later Dec 2, 2020 45:43


In this episode, we asked Troy Yudin, founder of ICE Recovery & Wellness (Valencia, CA), to share his experience as a business owner who lost 47% of his revenue in March 2020 due to COVID-19. Not only was he able to recover, but he's leaving 2020 with more loyal members than he's ever had before. Listen in to hear how Troy made the most of unfortunate circumstances, and if you're in Southern California, make sure to stop by ICE and meet Troy for yourself.About ICE:www.ICERandW.com@ICErecovery on FB & IGICE Recovery & Wellness was founded in 2016 with one driving purpose in mind: to introduce Santa Clarita, CA residents to the extensive benefits of cryotherapy and NormaTec compression.With deep roots in his community, ICE Recovery & Wellness Owner, Troy Yudin, is committed to providing student/ professional athletes, fitness aficionados, those suffering from pain and more with a cryotherapy experience that exceeds every expectation. Starting as the first Cryotherapy location in the Santa Clarita Valley we strive to promote the importance of recovery and self-care through every session. 

Financial Headlines are Costing You Money, with Chris Ingram

Play Episode Listen Later Dec 2, 2020 41:51


In this episode, we grab time with Christopher Ingram, CEO & Founder of Prosperitas Financial, to find out how those sneaky financial media headlines are affecting our finances. Chris shares some staggering headlines that mislead thousands of consumers daily, and steps you can take to better prepare you and your money against attention-seeking financial news. About Prosperitas Financial:www.prosperitasfin.comhttps://www.facebook.com/Prosperitasfinhttps://www.youtube.com/channel/UCsrIrXfEKfI_g2-3VS3sanAProsperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so that they are able to meet the wide-ranging needs of their clients. This unique collaboration of financial service providers allows us to advise our clients on the myriad of financial needs they may have.

1. Welcome to Advice First

Play Episode Listen Later Jul 2, 2020 5:16


Welcome to the Advice First Podcast, presented by Prosperitas. In this episode, we highlight what you can expect from the Advice First podcast for the long haul; some of our guests, topics, and all around edutainment. 

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