Podcast appearances and mentions of Wells Fargo Advisors

What if your next great investment wasn't in stocks or real estate, but in trees? How timberland could be the most overlooked asset class in wealth management today.   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with John Brenard, co-founder of Southview Timber Investments, who shares how he transitioned from a decade in traditional wealth management to managing over 10,000 acres of timberland across the southeastern U.S. He explains why timber provides stable, uncorrelated returns, minimal overhead, and a tangible, scalable path for RIAs seeking alternative investments for their clients.   Key Takeaways: → How timberland offers long-term returns through land appreciation, biological tree growth, and opportunistic land sales. → Why timber is an ideal uncorrelated asset that is now available to individual investors through Southview's fund. → How Southview partners with RIAs, offering direct access, low investment minimums, and co-branded education to help clients diversify. → Get an inside look at the $50 million fundraiser aimed at scaling Southview's impact and the value behind every acre of pine.   John Brenard has excelled in various business environments for over 15 years, ranging from executive and advisory roles at J.P. Morgan and Wells Fargo Advisors to managing operations and expansion at several startups. During his time in the wealth management industry, he built long-term client relationships founded not only on his investment expertise but also on exceptional levels of integrity and service. As an investor in timberland, John possesses a deep understanding of diverse investment asset classes and financial markets. His objective at Southview is to provide a wider audience of investors with the same benefits in timberland investing that he has enjoyed. John holds a bachelor's degree from California State University, has earned multiple professional credentials in the investment sector, and is a member of the Georgia Forestry Association.    Connect With John: Southview Timber   Learn more about your ad choices. Visit megaphone.fm/adchoices

Our guest this week is Chris Hunter of Orlando, FL a father and grandfather, who has devoted much of his career to serving families with special needs, to help plan their financial future.  Chris and his wife, Jane, have been married for 40 years and are the proud parents of an adult daughter and four grandchildren. Chris is from Canada.  He has a civil engineering degree from New Brunswick University and a MBA from York University.  For 15 years, Chris worked for LafargeHolcim as a professional engineer.  The next 15 years he worked as a financial advisor for Merrill Lynch.  Since 2009 he has been a financial advisor, vice president & investment officer at Wells Fargo Advisors.Chris has been very intentional about serving families touched by disability in a way that separates him from most of the advisor community. His is story of compassion and care.  And we'll hear his story on this week's episode of the SFN Dad to Dad Podcast.Show LinksPhone – (407) 592-4939Email - Chris.Hunter@wellsfargoadvisors.comLinkedIn -  https://www.linkedin.com/in/chrishunterorlando/Website - https://fa.wellsfargoadvisors.com/chris-hunter/Special Fathers Network - SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 800+ SFN Mentor Fathers, who are raising kids with special needs, have said: "I wish there was something like this when we first received our child's diagnosis. I felt so isolated.  There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through."SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channel/UCzDFCvQimWNEb158ll6Q4cA/videosPlease support the SFN. Click here to donate: https://21stcenturydads.org/donate/Special Fathers Network: https://21stcenturydads.org/  

Welcome to another episode of Better Business, Better Life. Join host Debra Chantry-Taylor with guest Stanford Slovin, Managing Director and Senior PIM Portfolio Manager at The Northshore Group of Wells Fargo Advisors, with over 30 years of experience in financial services. Stan is the author of "Better Listening," a book which delves into the transformative power of active, reflective, and total listening in both personal and professional settings. His extensive background in wealth management and dedication to improving communication skills have made him a sought-after speaker and advisor. In this episode, Stan shares his journey, expertise in wealth management, and insights from his book on becoming a better communicator and leader. Tune in to start your journey to becoming a better listener and leader. HOST'S DETAILS:         ___________________________________________         ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner         ►See how she can help you: https://businessaction.co.nz/ ____________________________________________         GUESTS DETAILS:         ____________________________________________         ► ⁠https://www.betterlisteningbook.com/ ⁠ ► Stanford Slovin - LinkedIn   Chapters:   00:35 - Welcome and Introduction 01:29 - Stanford's background 04:08 - Introduction to the book "Better Listening" 06:07 - The genesis of the book and initial insights 10:19 - Common mistakes in listening and the concept of total listening 18:22 - Reflective listening in detail 28:02 - The importance of understanding and open-ended questions 30:35 - The IDS process in EOS and the role of empathy 44:09 - Managing talkative personalities and setting boundaries --- Send in a voice message: https://podcasters.spotify.com/pod/show/betterbusiness-betterlife/message

Join Nate Matherson as he sits down with Kevin Jurovich for the fifty-second episode of the Optimize podcast. Kevin is the co-founder and CEO of Circles, a startup enhancing discovery with live video. He also boasts a diverse background as a former NFL wide receiver for several teams, including the Philadelphia Eagles. Kevin shares his journey from viewing LinkedIn as merely a virtual resume to leveraging it as a powerful content marketing platform. He offers insights into creating compelling posts, optimizing profiles, and the importance of consistency and quality in content creation. Kevin also speaks to the practical aspects of content creation, such as the use of infographics, images, and videos to boost engagement. He emphasizes the value of authenticity and providing real value to your audience rather than merely promoting products or services. In this week's deep dive, listen to Kevin share everything you need to know about maximizing LinkedIn's potential for content marketing in 2024. Kevin gets tactical, sharing multiple examples and tips on how to craft posts that resonate with your audience and grow your follower base. Rounding out the episode, Kevin and Nate cover topics like the impact of disciplined posting, the role of images and videos, and the benefits of engaging with your audience in the comments. Closing the episode is our popular lightning round of questions!Learn More About KevinEx-NFL player turned startup founder sharing daily startup and VC insights from my journey as a founder! As the Co-Founder & CEO of Circles, I'm passionate about transforming how people discover places they love. Circles enhances discovery with live video. Combining Google Maps and TikTok, displaying real-time capacity updates.I caught the startup bug in 2013 while working as a Private Wealth Manager at Wells Fargo Advisors, serving tech entrepreneurs in Silicon Valley. Since then, I've been living the startup life and helping other founders on their journeys. Before my life in finance and then tech, I was a wide receiver in the NFL for the Philadelphia Eagles, San Francisco 49ers, and Chicago Bears.I also enjoy playing chess in my free time, If you're on chess.com, send me a challenge! My username is kevj05.LinkedIn: https://www.linkedin.com/in/kevinjurovich/Twitter: https://x.com/kevinjurovich?lang=en

Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, S.C.

 In this episode, Stan Slovin, Managing Director, Investments, Senior PIM Portfolio Manager, The Northshore Group of Wells Fargo Advisors shares insights into his book “Better Listening: The Secret to Improving Your Professional and Personal Life”.

In this episode, Stan Slovin, Managing Director, Investments, Senior PIM Portfolio Manager, The Northshore Group of Wells Fargo Advisors shares insights into his book “Better Listening: The Secret to Improving Your Professional and Personal Life”.

In this episode, Stan Slovin, Managing Director, Investments, Senior PIM Portfolio Manager, The Northshore Group of Wells Fargo Advisors shares insights into his book “Better Listening: The Secret to Improving Your Professional and Personal Life”.

What are the unknown forces that shape how we think? Join Jan in this "edutaining" discussion about why our thinking is often "predictably irrational." We'll explore the cutting-edge area of behavioral economics, discover the secrets of our decision-making, and learn how to apply them to our everyday lives, including retirement.Jan will include a discussion of:AnchorsLoss AversionHyperchoiceFuture DiscountingFramingStatus Quo BiasHedonic AdaptationConfirmation BiasOverconfidence BiasAbout Jan Cullinane:Jan Cullinane is a recognized expert on holistic retirement. Her books include two previous editions of the best-selling The New Retirement: The Ultimate Guide to the Rest of Your Life, the award-winning The Single Woman's Guide to Retirement, and Retire Happy. She is the Healthy Living columnist for ideal-LIVING magazine and a contributor to Everybody Has a Book Inside of Them and The Weekend Book Proposal.Jan has given numerous presentations about retirement. Her clients include AARP, The Smithsonian, In-N-Out Burger, Wells Fargo Advisors, and the U.S. Federal Government, among others. She is frequently interviewed for print and online media and has appeared on national and local TV and radio shows.Her educational credentials include a B.S. and an M.Ed. from the University of Maryland and an ABD from Rutgers, The State University of New Jersey. She lives in Palm Coast, Florida, with her husband Roger, has three married children, and five adorable grandchildren. She sincerely believes these years are the best years if you're prepared. And she can speak backward fluently!Get in touch with Jan Cullinane:Visit Jan's LinkedIn Profile: https://www.linkedin.com/in/jan-cullinane-31a9544/ Buy Jan's books: https://revolutionizeretirement.com/single and  https://revolutionizeretirement.com/newretireDownload Jan's Handout: https://revolutionizeretirement.com/cullinanehandout What to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

Join host Nick Koziol on the 94th episode of That Sounds Terrific as he engages in a powerful conversation with Ed Dudley, co-founder of Shining Light in Darkness, a nonprofit dedicated to supporting survivors of domestic violence and sexual assault. The conversation doesn't stop there because Ed is also the founder of “We Are Connect-ED'”, is an advocate against Human trafficking for United Against Slavery, and helps underprivileged children as a President of SwingPals. This episode is packed with terrific causes that are making positive impacts across many communities and Ed's unwavering commitment to making a difference shines through, inspiring us all to create our own Shining Light in Darkness. About Ed Dudley, Co-Founder of Shining Light In Darkness: Email: ED@slidfnd.org  LinkedIn: www.linkedin.com/in/edwarddudley ED Dudley, a Senior Consultant / Investment Advisor Representative with SEM Wealth Management, embodies the essence of a Collaborative Connector, Servant of People, Community Builder, Relationship Architect, and Destiny Helper. With over two decades of experience in the financial services industry, including key roles at Evergreen Investments, Wells Fargo Advisors, and FSC Securities, ED empowers families and business owners to make informed financial decisions, enabling them to live life on their terms. Beyond his professional achievements, ED is the visionary founder of We Are Connect-ED, fostering authentic connections for societal progress. He co-founded Shining Light In Darkness, supporting victims of sexual assault and domestic violence, and serves as Interim Board Chair for United Against Slavery, addressing human trafficking. As Board President of SwingPals, he impacts underprivileged children's lives, showcasing his commitment to social good. Connect and Follow Shining Light in Darkness: Website: www.slidfnd.org LinkedIn: www.linkedin.com/company/shining-light-in-darkness-inc Instagram: www.instagram.com/shiningndarkness Facebook: www.facebook.com/shininglightindarkness Shining Light In Darkness's charge is to engage voices to create change in the prevention, intervention, and response to sexual assault and domestic violence and create healthy relationships and compassionate communities.   Shining Light In Darkness carries out its mission through programs of healing, education, and advocacy. Our work is paving the way for innovative approaches to treating trauma, igniting shifts in the way the public views and responds to sexual assault and domestic violence to ensure fairness for survivors across the world.   Shining Light In Darkness endeavors to build a capacity of programs, organizations, and systems through empowering communities to provide safe, compassionate, trauma-informed, inclusive, and accessible services to adolescents and adults and their children exposed to sexual assault and domestic violence. More About That Sounds Terrific - Host Nick Koziol For more information on our Podcast, That Sounds Terrific visit our website at www.thatsoundsterrific.com  and be sure to follow us on Facebook, Twitter, and Instagram. If you or someone you know are doing some terrific things that should be featured by our show then be sure to reach out by emailing us at thatsoundsterrfic@gmail.com. Special Thank You to Our Sponsors & Key Supporters: Chris Jones of Chris Jones Media for the Introduction and Outro recordings for That Sounds Terrific.  Into and Outro animation created in collaboration with Ben Albert of Balbert Marketing, LLC. Boost your business popularity, traffic, and conversions online!   The video and audio portions of this podcast are powered by the Vidwheel Creator Network. --- Support this podcast: https://podcasters.spotify.com/pod/show/thatsoundsterrific/support

I'm not going to lie, I have been looking forward to this episode ever since I started podcasting. While this guest may have not known he was going to be on my podcast, I did. I wrote his name down as a guest I wanted to have back as I was just getting started.I've been following him since 2020, and the fact that he's here in studio today with me, I'm just blessed for this opportunity. There's few people that are like him out there. In today's world, it's tough to find people who are, who they truly say they are, especially when you are doing as much as my guest today.I've listened to a lot of his podcast episodes, read multiple of his books, and consumed almost every piece of content I think I could have including listening to his interview this morning, from a few years ago with Ed Mylett, in preparation to make this episode the best it possibly could be. My guest today is Ben Newman. While he doesn't need much of an introduction, Ben is the #1 Continual Peak Performance Coach, Top 50 speaker, and 2x Wall Street Journal Best-Selling Author. He's the host of The Burn Podcast, and works with Fortune 500 companies, professional athletes from all the major sports, and directly with teams like Alabama Football & Kansas State Football. Ben's Bio:MEET BEN NEWMAN. You may have seen him running up the sidelines as a Mental Performance Coach for your favorite sports team or recognize him for his bestselling books, The STANDARD and UNCOMMON Leadership.He's an Entrepreneur, Investor, 2x Wall Street Journal Bestselling Author,  Philanthropist, AND THE NATION'S TOP CONTINUAL PEAK PERFORMANCE COACH.Performance and Mental Conditioning Coach for some of today's greatest professional athletes and highest performing teams in the NFL, NBA, PGA, MLB, UFC and NCAA. Ben has worked with coaches and players from the last 6 Super Bowl Champion teams and currently serves as the Performance Coach for the Big 12 Champion Kansas State football team in his 9th season (3 National Championships at North Dakota State) with Head Coach Chris Klieman. Ben served 5 years as the Mental Conditioning Coach for the 18x National Champion Alabama Crimson Tide football team. Lastly, Ben also has served at his alma mater as a Performance Coach for Michigan State University's football and basketball programs.Ben's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, MARS Snackfoods, AstraZeneca, Northwestern Mutual, AFA Singapore, Mass Financial Group, Frontier Companies, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, New York Life as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe.Ben's authentic, powerful, and engaging storytelling has become internationally recognized and has been a featured speaker at the world's biggest business, sports, finance and motivational events. He has shared the stage with Jerry Rice, Ray Lewis, Colin Powell, Ed Mylett, Jackie Joyner-Kersee, Jon Gordon, Tim Grover, Eric Thomas, Tony Dungy, Brian Tracy, Jenna Kutcher and other legends in the world. Ben was selected by USA Today as one of the TOP 5 Mindset & Performance Coaches in the World, Influencive.com selected him as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of the TOP 50 Speakers in the World the last four years.Connect with Ben:Website: https://bennewman.net/ Facebook: https://www.facebook.com/benjaminanewman Instagram: https://www.instagram.com/continuedfight/ Podcast: https://podcasts.apple.com/us/podcast/the-burn-podcast-by-ben-newman/id1287224646 St. Louis Summit: https://bennewman.net/st-louis-summit-2024/  

Our guest on the podcast today is Roger Young. Roger is thought leadership director at T. Rowe Price, where he and his team conduct research on retirement planning and financial planning matters. Roger has been with T. Rowe Price since 2017. Prior to that, he was a financial advisor at Wells Fargo Advisors, and he's also held a number of corporate finance roles. Roger earned an M.S. in manufacturing and operations systems from Carnegie Mellon University, an M.S. in operations research and statistics from the University of Maryland, and a B.B.A. in accounting from Loyola University, Maryland. He is a Certified Financial Planner professional.BackgroundBioThought Leadership Projects“How Coordinating Beneficiary Designations Can Increase Your After-Tax Legacy,” by Roger Young, troweprice.com, Oct. 12, 2023.“Is Financial Advice Worth Paying For? Investors Share Their Perspectives,” by Roger Young, troweprice.com, Oct. 25, 2023.Retirement: Financial Considerations“2024 U.S. Retirement Market Outlook,” troweprice.com.“How to Make Sure You Won't Outlive Your Retirement Savings,” by Jasmin Suknanan, cnbc.com, July 30, 2023.“How to Determine the Amount of Income You Will Need at Retirement,” by Roger Young, troweprice.com, Feb. 1, 2023.“A Closer Look at RMDs and the New SECURE 2.0 Rules,” by Roger Young, troweprice.com, July 24, 2023.“Spenders vs. Savers: How to Determine Your Retirement Spending Personality,” troweprice.com, Dec. 7, 2023.“How to Make Your Retirement Account Withdrawals Work Best for You,” by Roger Young, troweprice.com, Aug. 7, 2023.“Helpful Options to Take Into Consideration for Your 401(k) at Retirement,” by Roger Young and Judith Ward, troweprice.com, Feb. 6, 2024.“A Closer Look at RMDs and the New SECURE 2.0 Rules,” by Roger Young, troweprice.com, July 24, 2023.“How Catch-Up Contributions Help You Reach Your Retirement Savings Goal,” by Roger Young, troweprice.com, Sept. 12, 2023.Retirement: Nonfinancial Considerations“Beyond Retirement Savings: How to Achieve the Post-Career Life You Want,” by Roger Young, troweprice.com, Sept. 26, 2023.“4 Things to Do in the Decade Leading Up to Retirement,” by Roger Young and Judith Ward, troweprice.com, April 10, 2023.“‘Unretiring': Why Recent Retirees Want to Go Back to Work,” by Judith Ward, troweprice.com, Sept. 18, 2023.“5 Important Factors to Consider When Planning for Retirement,” T. Rowe Price, forbes.com, Dec. 19, 2022.“Need to Boost Your Retirement Savings? Spend Less to Save More,” by Lindsay Theodore, troweprice.com, Jan. 23, 2024.Other“The State of Retirement Income 2023,” by Amy Arnott, John Rekenthaler, and Christine Benz, Morningstar.com, November 2023.Retire, Inc.

Our esteemed guest today is Kiley Demery, a veteran financial advisor based in the Minneapolis area and licensed across multiple states. Kiley started in the industry over sixteen years ago, working for Northwestern Mutual and Wells Fargo Advisors. In 2016, he launched his own business, Demery Wealth Advisors. There, he specializes in investment, insurance, and plan design services for small businesses and individuals.What makes this conversation special is that Kiley is Julia's financial advisor. You get a peek into what a healthy, real financial advisor relationship looks like. Julia is not embarrassed to ask Kiley basic questions about finance. Kiley enjoys educating her. Along with Emerick and Daniel, they talk about retirement plans, real estate investments, tax deductions, good insurance plans, big life purchases, estate planning, and much more.If you have ever been hesitant to approach a financial advisor, or if you aren't sure how you should expect to be treated by your financial advisor, be sure to tune into this episode. Resources:Learn more at The Color of MoneyConnect with Kiley Demery at demerywealthadvisors.comBecome a real estate agent HEREConnect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayProduced by NOVA MediaThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.

This is an incredible podcast of two great men who have persevered through the odds and have used courage and optimism, to get through their fear and setbacks. Cam Davis has a Bachelor of Science degree in Political Science/ Psychology and English, a JD degree, and an MBA. He is presently the Managing Director of Investments for Wells Fargo Advisors. Sam Randazzo has a Bachelors of Science in Advertising and Marketing from Ferris State University in Eaton Rapids, Michigan. Sam has been in media and advertising for his entire  career and ended as the Managing Director of Media Maniacs, a company that he owned. Cam has had to reinvent his career three different times, being at the top of his game and losing a substantial amount of financial security two times over. He will show perseverance, as well as positive attitude of optimism and moving forward. Sam, who has had 12 back surgeries and two neck surgeries, and is still facing more surgeries, showcases moving forward despite health challenges by having a positive attitude with a great partner/husband who totally supports him. This is an great story of two incredible people who've had to learn, adapt, change, through adversity, listen and understand one another to accomplish their life goals. This is a riveting and powerful podcast.

As the year winds down, a lot of financial reviews start to take place. And one of those can involve estate planning. Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.

Tom welcomes back Mark Magarian, Senior Portfolio Manager at Pine Valley Investments. They discuss the yield curve inversion and its historical track record of eventually un-inverting. He expressed optimism for gold and investing in gold-mining companies, citing their current low valuations and potential for significant returns. He emphasized the importance of timing and finding asymmetric bets in investments, as well as doing thorough research on companies trading at a discount to intrinsic value. Mark also discussed the caution needed when investing in Greenfield projects and the importance of free cashflow and profitability in investments. He shared his bullish view on energy, particularly oil and gas, and stressed the importance of cashflow as the ultimate king in investing. Additionally, he advised staying agnostic in investment decisions and not being swayed by biases or hype in certain sectors. Mark recommended finding a competent financial advisor for investment advice. Time Stamp References:0:00 - Introduction0:43 - Bond Inversion & Markets5:33 - Signals & Un-inversions10:24 - Miners & Opportunity11:40 - Timing & The Markets16:23 - Focus & Approach19:00 - Portfolio Positioning21:05 - Gold & Silver22:47 - Gold Price Vs. Miners26:02 - Finding Good Assets30:17 - Producing Assets & Risks34:48 - Conviction & Methodology37:12 - Energy & Other Sectors42:18 - Bias & Finding Value47:23 - Wrap Up Talking Points from this Episode Research companies to identify investment opportunities with asymmetric upside potential and minimal downside risk. He stresses the importance of separating macro views from the actual results while investing. Look for assets that can have controlled cash flow, and assess if markets are pricing them correctly. Find a competent financial advisor to help with investments, especially when managing large sums of money. Guest Links:Linkedin: https://www.linkedin.com/in/mark-magarian-96a6b624/Twitter: https://twitter.com/Maggers78 Mark Magarian is Senior Portfolio Manager at Pine Valley Investments LLC. Previously, he was a Vice President and Portfolio Manager for Wells Fargo Advisors. He has been in the business for over twenty years. The first half of his career was spent working with hedge funds, and John Paulson was one of his biggest clients. Career Highlights include working for Deutsche Bank in London as a Vice President and being part of the investment team at Gruss & Co. Since moving to the United States twelve years ago, he became a portfolio manager and has focused on a hard asset strategy that has, at its core, a focus on precious metals. He is a value investor at heart, but one with a macro perspective for our position in the market cycle. Specialties include managing a tactical growth portfolio and creating customized solutions.

Ten thousand people are turning 65 daily, and by 2030, all Boomers will be at least 65. Are you ready for retirement? Here are some things to consider: "Fun" Retirement Vocabulary wordsImportance of 6,570Reflections about relocationWorking in Retirement (and the five Ps)Money and Your Brain (behavioral economics)Purpose and ValuesRetiree RegretsSumming it up:  Secrets for a Successful RetirementShed your skin/molt!About Jan Cullinane:Jan Cullinane is a recognized expert on holistic retirement. Her books include two previous editions of the best-selling The New Retirement: The Ultimate Guide to the Rest of Your Life, the award-winning The Single Woman's Guide to Retirement, and Retire Happy. She is the Healthy Living columnist for ideal-LIVING magazine and a contributor to Everybody Has a Book Inside of Them and The Weekend Book Proposal.Jan has given numerous presentations about retirement. Her clients include AARP, The Smithsonian, In-N-Out Burger, Wells Fargo Advisors, and the U.S. Federal Government, among others. She is frequently interviewed for print and online media and has appeared on national and local TV and radio shows.Her educational credentials include a B.S. and an M.Ed. from the University of Maryland and an ABD from Rutgers, The State University of New Jersey. She lives in Palm Coast, Florida with her husband Roger, has three married children, five adorable grandchildren, and sincerely believes these years are the best years if you're prepared. And she can speak backward fluently!Get in touch with Jan Cullinane:Visit Jan's LinkedIn Profile: https://www.linkedin.com/in/jan-cullinane-31a9544/ Buy Jan's book: https://revolutionizeretirement.com/newretire What to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ Kelly Cartier (https://www.kcartierfinancial.com/) began her career in 1997 when she joined A.G. Edwards, After becoming a branch manager and leading her team through the mergers of A.G. Edwards, Wachovia Securities and Wells Fargo Advisors, Kelly decided it was time to embark on a new path. She opened Cartier Financial in 2009 and enjoys serving her clients as a truly independent advisor. As a Certified Financial Planner TM, Kelly enjoys helping clients plan for their goals through all stages of life, while focusing on what's most important to them. Preferred Links: LinkedIn: https://www.linkedin.com/in/kelly-cartier-31620032/ Website: https://www.kcartierfinancial.com/ --------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://facebook.com/ultrahighnetworthclients Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. DISCLAIMER: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult your investment professional before making important investment decisions. Securities operate through Cambridge Investment Research Inc, a registered broker dealer member FINRA and SIPC.

Keith Larkin, Managing Director, Principal At A $4.6B Money Management Firm Shares Timeless Advice With The SmartMoneyCircle.com Audience. Bio: KEITH LARKIN Managing Director, Principal Keith is a Managing Director and Principal at Robertson Stephens. The firm manages over $4.6 Billion. With over 20 years of experience in the financial services industry, Keith will work with you to develop customized strategies to help you reach your financial goals. His process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. Keith will then build and implement a plan that addresses what's most important to you and your family, including consulting with other advisors if needed. Keith works with entrepreneurs, multigenerational families and company executives. He has several specializations including pre- and post-IPO planning and utilizing options to hedge single stock risk as well as to generate income in single stock portfolios. Prior to Robertson Stephens, Keith worked at Wells Fargo Advisors as a financial advisor since 2013. In 2019, he was recognized as a Premier Advisor, a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. Previously, Keith was a Director at Deutsche Bank, where he provided wealth, estate and retirement planning services for high-net-worth individuals, and a Vice President at Neuberger Berman. Keith graduated from the University of Arizona with a bachelor's degree in Political Science and Economics. Away from the office, he enjoys running and traveling. Keith is a resident of San Francisco and enjoys all that the Bay Area has to offer. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Website: https://rscapital.com/team/keith-larkin/ --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support

“Every day I wake up, I don't feel the need to explain why I or the community I identify with exists.” “I choose chronic self conviction over chronic self-doubt.” Tiffany Tavarez serves as Senior Vice President, Technology Diversity, Community and Sustainability (TDCS) at Wells Fargo.  This global team focuses on people strategy, cultural transformation, and sustainability. Prior to joining TDCS, Tiffany was Senior Vice President of Community Sponsorships and Strategy, Wells Fargo Advisors and Vice President of Community Relations for the Wells Fargo Foundation. Her career in inclusive philanthropy, program development & strategy and stakeholder engagement has included reputable organizations such as Exelon, Comcast, Temple University, and the Pew Center for Arts and Heritage.  She has been honored with numerous awards and recognitions including being named in the Philadelphia Business Journal's Top Forty Under 40 (2019); a Women of Excellence honoree by WDAS 105.3 FM (2022) and named one of Philadelphia's Top Women and Top Latino Power Players by Metro Philadelphia (2023). She was named 2023 Love Ambassador with Love Now Media, a Black-owned social enterprise whose mission is to create a more just, well and equitable future by amplifying acts of love at the intersection of social justice, wellness, and equity. In 2023, Tiffany Tavarez was named a Marshall Memorial Fellow (MMF). MMF is the German Marshall Fund's flagship leadership development program created to introduce a new generation of leaders from all sectors who facilitate knowledge and network development for effective transatlantic engagement between the United States and European Union.  Tiffany Tavarez is currently serving as Chair of the Board of Directors for Monument Lab; Member, Board of Directors for Esperanza; Commissioner for the Pennsylvania Commission for Women under Governor Shapiro; Board of Directors, Forum of Executive Women; and Co-chair of the Children's Scholarship Fund Campaign Committee. She is a first-generation college graduate who has earned degrees from both Temple University and University of the Arts. R.O.G. Takeaway Tips: Choose chronic self conviction over chronic self-doubt. Be audacious. Find ways to stretch what's possible and look for solutions to problems  Be courageous and take risks.  Recognize the impact of language. How are we expressing ourselves?  How are we speaking to ourselves? Get to know or leverage something that's external while getting to know and appreciate yourself. Discover and learn more about yourself, with delight.  Civic engagement and volunteerism in a service area you deeply care about. Resources: Bio and Credentials Tiffany Tavarez: An impactful catalyst forging inclusive communities - Al Dia article about Tiffany Tavarez (Insightful details about Tiffany's upbringing!) Au·dac·i·ty: a willingness to take bold risks. Lunch & Love: Tiffany Taverez | SVP of Diverse Segments, Representation and Inclusion at Wells Fargo Fireside Chat with Tiffany Tavarez - Tiffany talks about isolation and creativity Where to find R.O.G. Podcast: R.O.G on YouTube R.O.G on Apple Podcasts R.O.G on Spotify How diverse is your network?  N.D.I. Network Diversity Index What is your Generosity Style?  Generosity Quiz Credits: Tiffany Tavarez, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc. Coming Next: Please join us next week, Episode 146, with Judge Nelson Diaz.

Episode Notes Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. Guest Bio: Charles (Chuck) Rowlan is a Senior Vice President of Business Development for Advyzon. In his current role, Chuck works to promote, implement, and sell Advyzon's comprehensive solution for registered investment advisors across a 16 state region. Previously he held various positions within Morningstar Investment Management and Morningstar, Inc. During this time Chuck spent time working with Morningstar's TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar's software tools including Morningstar DirectSM and Morningstar OfficeSM. Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience. Chuck holds a bachelor's degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.

Join us for a riveting conversation with renowned performance coach, dynamic speaker, and best-selling author Ben Newman. In this episode, we explore the transformative power of personal development and discover the keys to unlocking your true potential.Through captivating stories and practical insights, Ben shares his proven strategies for mastering mindset, achieving peak performance, and embracing change. Whether you're an athlete, a business leader, or someone seeking personal growth, this episode offers a roadmap to overcome obstacles and reach new heights.Ben Newman is a highly regarded Performance Coach, International Speaker, and Best-Selling Author whose clients include Fortune 500 companies around the world, business executives, sales organizations, and professional athletes in the NFL, PGA, NBA, MLB, UFC, and NCAA.Newman is the #1 Wall Street Journal and USA Today Bestselling author of UNCOMMON Leadership.Ben serves as a Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last 4 Super Bowl Champion teams. He was recently selected by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019, 2020, and 2022 TOP 50 Speakers in the World.Through the adversities of covid19, Ben's BNC Speakers and Coaching groups have had a tremendous impact on organizations finding alternative ways to drive growth.Newman's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, Missouri Tigers Basketball, New York Life, The University of Iowa and The Minnesota Vikings…as well as thousands of executives, entrepreneurs, athletes, and sales teams from around the globe.Ben's authentic, powerful, and engaging storytelling has become internationally recognized, and he has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracy, Ken Blanchard, Jon Gordon, Dr. Jason Selk, Floyd Little, Aeneas Williams, Walt Jocketty and other leaders and legends in the world.Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose.Connect with Ben:Instagram: https://www.instagram.com/ContinuedFightWebsite: www.bennewman.netWelcome to Invest The Difference, where we delve into strategies for expanding and amplifying your business through strategic investments in those who make a significant impact. With great anticipation, we present an installment from our esteemed "best-of" collection, where we revisit conversations brimming with popularity and profound insights from our archives. These discussions remain as pertinent today as they were when we initially captured them.Whether you're a fresh addition to our podcast or a devoted follower, we extend our sincerest hopes that you find immense pleasure in this exceptional "best-of" episode. Without further delay, let us embark on this enriching journey.Connect with Bernadette: https://www.instagram.com/the.band.tee.ceo/Connect with Claudio: https://www.instagram.com/claudgambin/Invest The Difference is sponsored by GFG Solutions: https://gfgsolutions.com/GFG Solutions is dedicated to providing peace of mind, clarity, and happiness to business owners and managers. We offer comprehensive financial services, including tax preparation, bookkeeping, payroll, and more, to help businesses meet their financial responsibilities. Additionally, our consulting services help businesses align their decisions with their financial goals for optimal success.

Terri Trespicio is an award-winning writer, speaker, and brand advisor. She works directly with entrepreneurs and business owners to develop their brand messaging, working with companies such as Wells Fargo Advisors, Baird Financial, and Northwestern Mutual. Terri is also a stand-up comic and performed a popular TEDx talk. Similarly, she has brought her knowledge to several speaking engagements, even being featured on popular shows like The Martha Stewart Show and Today. In this episode… When receiving advice on where to take their life, many people have been told to “follow their passion.” While this can be helpful for some, this vague encouragement can be a nonstarter. The saying is predicated on an ideal that is not always realistic or even desirable in the long run. What if there was a better way to find purpose and success? Terri Trespicio is a speaker, advisor, and writer who has thoroughly explored this concept throughout her career. Her perspective on thriving in business is different from many but might be what someone needs to find their way.  In this episode of Access to Anyone, Michael Roderick is joined by Terri Trespicio to discuss her novel and her view on navigating the business world. They dissect the idea of passions, why this advice can be misleading, and how to find fulfillment outside of that framework. The two then go into the challenges of relationship building, knowing when to say no, and becoming more than a service provider.

On today's episode of The People of Penn State, we're joined by Joe Nadreau (1993 - Smeal), who recently retired from his position of Managing Director of Strategy and Innovation at Wells Fargo Advisors. Joe discussed a variety of topics on the show, including being a part of the ROTC program at Penn State, the importance of mentors and mentees, driving strategy and innovation at Wells Fargo, privacy and cyber security at the company, what his retirement plans are, and much more! In addition to his core responsibilities of driving corporate strategy and ongoing innovation, Joe was responsible for the firm's independent advisor businesses (Wells Fargo Advisors Financial Network, First Clearing, and the launch of the RIA model). He also lead the Digital & Automated Investing group, which consisted of the self-directed (WellsTrade) team, and the Digital Advice (Intuitive Investor®) offerings.  His group was responsible for the continued evolution of the business platforms for the company's financial advisors and clients. He also led the Firm's merger integration activities consisting of 12 separate integrations, including Prudential Securities, AG Edwards, and Wachovia Securities.  Joe is on multiple nonprofit boards in the St. Louis community, including serving as chairman of the American Red Cross in St. Louis, and he served as the executive sponsor of the Wells Fargo Advisors United Way campaign. Connect with Joe on Facebook and LinkedIn. -----------------------------------------------------------------------------------------------Learn more about the Penn State Alumni Association: alumni.psu.edu. Follow the Penn State Alumni Association on:FacebookTwitterInstagramLinkedIn-----------------------------------------------------------------------------------------------Timestamps: 0:00 — Intro1:25 — Joe's Penn State story2:32 — Being a part of ROTC at Penn State3:15 — Other student activities4:37 — Initial career goals6:08 — Ad Read #1 - Penn State Bakery7:13 — Importance of a mentor9:20 — Career progression after Penn State12:46 — Keeping up with evolving technologies 15:29 — What drives innovation?17:33 — What's next for Joe after retirement 20:35 — Privacy and cyber security at Wells Fargo22:24 — Giving back to the St. Louis community through non-profits 24:23 — Change management solutions27:00 — Ad Read #2 - Alumni Shop28:00 — Lightning Round Q&A31:10 — Outro32:21 — Alma Mater

Join us as we explore the concept of third spaces with Ronke Faleti, founder and CEO of korédé. Discover the benefits these spaces offer individuals seeking community and connection in an increasingly disconnected world. Ronke shares her personal journey and unveils the tremendous relief and freedom third spaces offer. We deep dive into how these spaces provide companionship without the pressure to conform, empowering individuals to be their authentic selves and remove stress from their lives.  Ronke Faleti is the visionary behind korédé House, a third space community that's not home (“first” space) or work (”second” space); that centers mothers with limited access to generational help or wealth; and addresses burn-out, isolation, and guilt. Ronke previously worked at JPMorgan Chase and Wells Fargo Advisors, overseeing initiatives around client experience, communications, acquisition, and retention. She's an entrepreneur, a visionary, an innovator, but above all, a loving mother to her four beautiful children.    Key Takeaways In an increasingly digital and disconnected world, third spaces offer a physical or virtual haven where individuals can find support, build relationships, and engage in meaningful conversations. There's an overwhelming pressure to conform to expectations, constantly explaining and proving oneself. Loneliness poses a significant challenge in Western societies and has a detrimental impact on overall well-being. Quotes “We might all read the New York Times, but we're not in the same community.” - Ronke Faleti “When you have a space, then you can create those kinds of programming, that storytelling in nature, and that creates community and the house takes care of the restorative care. Because the place you can just be, there's no need to be productive. We can be a human being not a human doing.”  “The environment dictates your level of confidence.” - Ronke Faleti “The problem that we were trying to solve with our social real estate platform, was that sick feeling that everybody gets inside when they think about all the things they have to do by themselves. They have to check all those boxes and things to not let them fall through the cracks. It's a lot.” - Daniel Jakubisin 3 Things What is something you possess that could be useful to someone else? What is your favorite third space, what makes it special, and how can you take a piece of that special quality home with you? How does experiencing a problem impact your efforts to bring solutions to others Resources Books: The Courage To Be Disliked: https://www.goodreads.com/book/show/43306206-the-courage-to-be-disliked Looking for a community where you can relax and be your authentic self? Check out https://www.koredehouse.com and follow Ronke on social media! Twitter: https://twitter.com/ronke_faleti?lang=en LinkedIn: https://www.linkedin.com/in/ronkefaleti Connect with team Doorward Nate and Jake on LinkedIn! Nate LeBlanc: https://www.linkedin.com/in/nathan-leblanc-a8442a221 Daniel Jakubisin: https://www.linkedin.com/in/danieljakubisin Peter Costanzo: https://www.linkedin.com/in/petercostanzojr RATE & REVIEW this episode on Apple: https://apple.co/3ObriRB SHARE this episode with someone so we all get back to living together. SUBSCRIBE so you don't miss out on any new episodes! If you enjoyed this episode, check out our previous episodes on Apple, Spotify, Google, or wherever you hear your podcast!  

Once again, our country is facing the uncertainty caused by our national debt ceiling. How will it affect our personal financial lives? Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.

Episode 61 replay  - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors. During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients' needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity. Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/ WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members.HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichersand grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

Terence, Lenny and Rhyane - The Funky Bunch - opens with more honorable (Hakeem Jeffries!) and dishonorable mentions (Trump's taxes). Later they're joined by Mark Smith (Senior Vice President and Portfolio Manager, Wells Fargo Advisors) to talk about recession-proofing and what Wall Street is saying. He also breaks down the Sam Bankman Fried debacle, the privilege of it all, investing in crypto with caution, better investment options and why anyone would put their faith in this dude anyway! DC (host, Funky Politics Memphis) is on deck to fill in for Jasper.

Bruce and Jeff ring in 2023 with their guest Charles Rowlan, senior vice president of business development at Advyzon. They discuss Charles' extensive research on the ever-evolving advisor fee model. Guest Bio:Charles (Chuck) Rowlan is a senior vice president of business development for Advyzon.  In his current role, Chuck works to promote, implement, and sell Advyzon's comprehensive solution for registered investment advisors across a 16 state region.Previously he held various positions within Morningstar Investment Management and Morningstar Inc.  During this time Chuck spent time working with Morningstar's TAMP, 401k managed accounts, fiduciary services and also worked closely with Morningstar's software tools including Morningstar DirectSM and Morningstar OfficeSM.  Prior to joining Morningstar, he was a financial advisor at Wells Fargo Advisors. He has over fifteen years of investment industry experience.Chuck holds a bachelor's degree in Finance from Baylor University and the CERTIFIED FINANCIAL PLANNERTM designation as well as the CERTIFIED INVESTMENT MANAGEMENT ANALYST® designation.

In this episode, we talk with James E. Mayer, Managing Director - Investments, Branch Manager at Huffman Mayer Paolo Wealth Management Group of Wells Fargo Advisors.  We talked with James about everything about been an advisor to how he got started, to what motivates him, to where he is going in the future.   We talked about a wide variety of topics to the new age financial advisor and when is the right time for an advisor to retire.  I hope you enjoy it!Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

New online scams keep showing up and they are costing families many millions of dollars each year. Our next guest is going to share with us five ways you can help prevent those losses. Mike Switzer interviews Chris Cabri, a certified financial planner with Wells Fargo Advisors in Greenwood, SC.

Mark Magarian returns to the show to discuss the markets and the fundamental outlook for gold. Timing is key in these markets. Mark discusses the importance of managing risk and considering the fundamentals of assets. Volatility isn't necessarily the concern, but more importantly is their cash flow. Resource companies with diversification across metals and jurisdictions are important considerations. There have been a number of surprises over the past couple of years. Including the policies of governments and how some of them have persisted. We're dealing with the aftermath of the money printing, and we see the problems in logistics and supply. The Fed's fight on inflation is also very interesting, but inevitably the markets can't deal with high rates for very long. Many who invested in crypto markets may not have been interested in hard metals. Most larger players in the space aren't interested in metals either. They see crypto as a spin-off of tech related sectors. Crypto really is new tech. Silver can be a better speculative indicator than gold. Gold is increasingly looking quite attractive. A good indicator for gold is when the yield curve moves out of inversion. This indicates the Fed is choking, and gold usually has large moves to the upside. We're currently deeply inverted. Gold is quite hated and therefore, as a contrarian, there are some interesting opportunities. We will see $2000 gold again probably over the next 12 months and likely upwards of $2300 inside 18 months. He discusses ways of keeping gains during the next bull market. This sector is wild and discipline is key, avoid leverage. Watch for gaps up in the gold price and excessive media attention to the sector. Those are indications that it's time to take profits. The biggest risks in mining are mismanagement and share dilution. Find companies with good balance sheets and growth profiles. He has high conviction that uranium will move to $100 in the next five years. However, how it gets there is an open question in this market. Lastly, Mark discusses why oil isn't going away anytime soon and the journey to all electrics will take some time. The United States is being more cautious on energy and natural gas. However, we are still draining the strategic reserves for political purposes. Europe wants all the natural gas we can send, and the Saudis are cutting production slightly. A rise in energy prices this winter seems very likely, but may be somewhat short-lived. Time Stamp References:0:00 - Introduction0:40 - Lessons & Timing4:27 - Managing Risk6:35 - Surprises & Opportunity9:36 - Crypto & Silver16:48 - Gold Fundamentals19:08 - Kinross Announcement20:53 - Forecasts for Gold21:57 - Exiting and Profits25:53 - Nuclear & Uranium31:06 - Oil & Electric Future38:17 - Europe Civil Unrest?39:50 - Wrap Up Talking Points from this Episode Mitigating risk in these markets and considerations with miners.Why silver and gold plays are looking increasingly attractive.Predictions for gold prices over the next two years.Outlook for energy and risks of civil unrest this winter in Europe. Guest Links:LinkedIn: https://www.linkedin.com/in/mark-magarian-96a6b624/Twitter: https://twitter.com/Maggers78 Mark Magarian is Senior Portfolio Manager at Pine Valley Investments LLC. Previously, he was a Vice President and Portfolio Manager for Wells Fargo Advisors. He has been in the business for over twenty years. The first half of his career was spent working with hedge funds, and John Paulson was one of his biggest clients. Career Highlights include working for Deutsche Bank in London as a Vice President and being part of the investment team at Gruss & Co. Since moving to the United States twelve years ago, he became a portfolio manager and has focused on a hard asset strategy that has, at its core, a focus on precious metals. He is a value investor at heart, but one with a macro perspective for our position in the market cycle.

Tyler Yaw is the Co-Host of the Whiskey & Wisdom Podcast.   Tyler, and co-host Chris Kellum, enjoy discussing life's most fascinating topics over a good glass of whiskey with their podcast guests.   In this episode, Tyler shares about his personal growth that is shaping who the man is striving to become.   He is a graduate of University of North Carolina at Wilmington with a Masters of Finance and Investments. Professionally he serves as a Financial Advisor at Wells Fargo Advisors. His goal is to assist individuals and families with their retirement goals, child education goals and overall helping families plan for their financial goals. If you would like to get in contact with Tyler you can E-mail him at tyler.yaw@wellsfargoadvisors.com.   Tyler's Linked In Profile: https://www.linkedin.com/in/tyleryaw/ (https://www.linkedin.com/in/tyleryaw/)   Listen to the Whiskey & Wisdom Podcast on your favorite podcast platform here:  https://linktr.ee/whiskeynwisdom (https://linktr.ee/whiskeynwisdom)   Follow the Whiskey & Wisdom on Instagram at: @whiskey.and.wisdom

Vince Cignarella, Global Macro Strategist with Bloomberg News, joins the show for his weekly hit to talk about markets, the Fed, and currency and FX. Mark Smith, Senior VP-Investments at Wells Fargo Advisors, joins the show to talk about markets, inflation, and the strong dollar. Ed Ludlow, correspondent for Bloomberg News, joins the show to talk about today's Apple event and the unveiling of the iPhone 14 and other products, as well as outlook for the company. Jordi Visser, president and CIO at multi-strategy advisers, joins the show to talk about crypto and NFTs and how to break through in the crypto winter. Julia Fanzeres, US Oil Futures reporter with Bloomberg News, joins the show to discuss the outlook for energy and oil in the US. Hosted by Paul Sweeney and Matt MilleSee omnystudio.com/listener for privacy information.

In this conversation Ed discusses his company We Are Connect-ED and the importance of connecting others to help lead to successs. Episode highlights: What is We Are Connect-ED Men's Mental Health Group People Helping People Picking Team Members Biblical Investing Ubuntu Connect-ED Podcast Ed is the founder and Chief Relationship Officer of We Are Connect-ED, Senior Consultant/Financial advisor for SEM Wealth Management and Co-Founder of Shining Light in Darkness a nonprofit that focuses on sexual assault and domestic violence. Born and raised in the birthplace of basketball, Springfield, MA, he was a long-time W-2 employee. Before venturing out into the entrepreneurial and non-profit field and had over 20 years of financial services experience and has worked for some of the largest financial services companies in the country in various positions such as Regional Vice President for Evergreen Investments, Senior Vice President for Wells Fargo Advisors and Senior Vice President for a subsidiary of AIG. In 2018 as a way to serve business owners, entrepreneurs, and those from marginalized communities: such as women and people of color, We Are Connect-ED is all about service to others. Our premise when we began was to create a platform for small business owners, entrepreneurs, and the community to come together and build real and lasting relationships. Connect-ED is a professional community consisting of individuals who understand the importance of building meaningful connections. Built on the idea that the small business community, regardless of the industry we all share a common goal, to develop strong relationships that help grow their businesses and professional lives. Through events in several cities within the U.S., We Are Connect-ED provides a platform that makes connecting easy, educational, and most of all enjoyable. Contact Ed: Instagram @weareconnect_ed LinkedIn https://www.linkedin.com/in/edwarddudley/ https://www.weareconnect-ed.com calendly.com/eddudley shinelightindarkness.org

Episode 61 - Josh joined Compass Ion in early 2012, bringing with him over ten years of investment management experience. He began his career with Benkovich & Associates and spent the next eight years with Wells Fargo Advisors.  During this time he focused on active portfolio management and retirement income for individuals and families. By focusing so well on clients' needs, he was selected to join the Executive Council, an award based on client service, best practices, and overall productivity. Learn more about how Josh Manifold works with clients here: https://compass-ionadvisors.com/people/josh-manifold/  WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15-minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go to www.chemicalfreebody.com/enrichers  and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches.See omnystudio.com/listener for privacy information.

Ben Newman is a highly regarded Performance Coach, International Speaker, and Best-Selling author. His clients include Fortune 500 companies worldwide, business executives, sales organizations, and professional athletes in the NFL, PGA, NBA, MLB, UFC, and NCAA. Newman is the author of the #1 Wall Street Journal and USA Today Best-Seller, UNCOMMON Leadership. Ben serves as the Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last four Super Bowl Champion teams. He was recently selected by influencive.com as one of the Top 10 Motivators in Sports, and Real Leaders Magazine selected him as one of their 2019, 2020, and 2022 Top 50 Speakers globally. Newman's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, Minnesota Vikings, New York Life, University of Iowa, and Wells Fargo Advisors, Boston Medical Center, Missouri Tigers basketball…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe. Ben's authentic, powerful, and engaging storytelling has become internationally recognized. He has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracey, Ed Mylett, Jackie Joyner-Kersee, Jon Gordon, Dr. Jason Selk, and Tim Grover, Aeneas Williams, Eric Thomas, and other leaders and legends in the world. Ben lives in his hometown of St. Louis, Missouri, with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose. You can follow Ben on Instagram and Twitter at @ContinuedFight You can learn more at www.BenNewman.net Listen to The Burn Podcast everywhere you listen to your favorite podcasts.

NYT Super Reporter Emily Flitter outlined in a story published last week about how hiring practices at Wells Fargo are meant to target diverse candidates, but end up being more than lip service. I discuss how this parallels my experience at BofA, and I explain how since the majority of the people interviewed in the article are with WELLS FARGO ADVISORS, how the clients, namely RICH RICH PEOPLE actually dictate how you hire based on their surveys and influence. Plus I talk about FOX 26 Fresno Reporter Marie Edinger's report on EDD Fraud which occurred on a poor woman to the tune of $16,000. I discuss how we shouldn't call these "fraudsters" and "fraudulent withdrawals" but I discuss how the crime occurred on Janyce in the story. One thing I discuss is how leaving the cash in the card is actually the worst thing you can do, how BofA treats ATM fraud claims. How the wording on the claim dictates if it gets approved or not. How people don't believe this fraud is possible although a 1991 movie featuring Arnold Schwarzenegger showed us it was easy even then. I also discuss how the narrative that chip cards would protect clients is false, and again I reiterate what chip cards actually protect (Aka NOT YOU, the merchant) and I mention how Marie's report will lead inevitably to the bank magically doing a 180 on the claim, and this lady will get her money back Check out this report. NB Has recovered over $2 Million from big banks back to consumers, with nearly $500k of it being Zelle fraud! 27,000+ Followers on TikTok, Twitter and Instagram Buy My Book "High-Risk Transaction" Find all my social media and other links at: TheNotoriousBanker.com (Links to YouTube, my book's page, podcast links, and how to contribute by Venmo/Cashapp and much more!!!) MY PATREON Page! For as little as $1, you can help James in his fight against big banks. http://patreon.com/NotoriousBanker --- Support this podcast: https://anchor.fm/thenotoriousbanker/support

Ben Newman is a highly regarded Performance Coach, International Speaker and Best-Selling Author, whose clients include Fortune 500 companies around the world, business executives, sales organizations and professional athletes in the NFL, PGA, NBA, MLB, UFC and NCAA. Newman is the #1 Wall Street Journal and USA Today Bestselling author of UNCOMMON Leadership. Ben serves as a Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last 4 Super Bowl Champion teams. He was recently selected by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019, 2020, and 2022 TOP 50 Speakers in the World. Through the adversities of Covid19, Ben's BNC Speakers and Coaching groups have had a tremendous impact on organizations finding alternative ways to drive growth. Newman's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, Missouri Tigers Basketball, New York Life, The University of Iowa and The Minnesota Vikings…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe. Ben's authentic, powerful, and engaging storytelling has become internationally recognized and he has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracy, Ken Blanchard, Jon Gordon, Dr. Jason Selk, Floyd Little, Aeneas Williams, Walt Jocketty and other leaders and legends in the world. Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose. Get in touch with Ben: https://www.bennewmancoaching.com/

Despite being an attorney today, Jonathan will readily admit that he never planned on becoming one. And unlike other supposedly “accidental” lawyers, Jonathan has the track record to prove it. Look over his backstory and you'll see that law is actually his third career. Career #1 was spent at international delivery firm DHL as a District Operations Manager. Working in Manhattan, Jonathan was responsible for three facilities with hundreds of employees. Career #2 followed Jonathan's earning of an MBA and his subsequent transition into the financial services sector. Working at Wells Fargo Advisors, along with several boutique investment firms; Jonathan became well-versed in everything from deal structuring and asset management to life insurance and annuities. As an attorney, Jonathan Feniak believes that everyone has a right to privacy but realizes that there are businesses and individuals who want to take this right from you for their own purposes and profit. Accordingly, he believes that the first step in building a business and personal asset protection plan is to consider privacy and the steps which need to be taken to ensure it is secured from the start and maintained over time. Borrowing from the field of software development, Jonathan works with his client to uncover and explore individual and business "attack surfaces" and implement strategies which reduce and eliminate those attack surfaces to the greatest extent possible. Jonathan Feniak is an attorney and partner at Cloud Peak Law Group, P.C. and WyomingLLCAttorney.com. In this position, he helps business owners at nearly every level and in nearly every industry with asset protection, estate planning, and business formation. Beyond business owners, Jonathan also helps activists of all political persuasions to legally protect themselves. https://www.linkedin.com/in/jonathanfeniak/ wyomingllcattorney.com coloradollcattorney.com The CRE SharkEye Show https://www.youtube.com/c/YishaiBreslauer The best 6 secrets of commercial real estate download free https://lnkd.in/dZkCUFR The CRE Crash Course - Everything you need in order to get the Must Have Skills for Commercial Real Estate, in only 2 weeks https://www.crelaunchpad.com/cre-crash-course

Danny Ludeman previously served as CEO of Wells Fargo Advisors, where he increased revenue from $300 million to $10 billion during his tenure. Upon retirement, he followed a spiritual calling to serve others, leading to the founding of Concordance. Danny remains active in industry and civic affairs, serving on several local boards. He also attends Covenant Seminary, where he is pursuing a divinity degree.   This week on the podcast Danny shares why he decided to pursue an opportunity outside the financial sector when he retired. He tells us what led him to the important work that Concordance does to reduce the reincarceration rate among participants released from prison in St. Louis. We also discuss why individuals that have been previously incarcerated, re-offend. As well as why it's so critical to research the root causes and put effective programs in place to help people heal, and make a success of the rest of their lives.   “The ripple effect of the impact that Concordance can have is extraordinary.” - Danny Ludeman   “It has to start with looking at the external environment objectively, and not seeing how the world looks or how you want the world to look, but how the world actually operates.” - Danny Ludeman   “If you want to solve the problem, you have to have a very holistic, comprehensive approach. And it starts with healing the individual.” - Danny Ludeman     This Week on The Wow Factor: Mentors who inspired and supported Danny in his early years Why Danny pursued a career in the financial sector, and what he did in his role as CEO of Wells Fargo advisors Some of the things Danny learned as he passed through different levels of leadership at Wells Fargo Points in Danny's life where he saw God's hand, including his introduction to the work of Concordance via a chance letter The work Danny does at Concordance and how he built the critical relationships that allowed them to put the strategic planning effort together How they raised about $10.5 million to pay for research to study the root cause of the problem of reoffending rates What Concordance learned from their research and how it helped them support people leaving prison in St Louis The impact of trauma in childhood on whether someone is likely to be incarcerated The importance of building trust with inmates while they are in prison, and how Concordance helps build a life plan for individuals leaving prison  Danny shares an inspiring story of a successful Concordance program graduate   Danny Ludeman's Words of Wisdom: Look for the opportunities around you to take your God given talents and direct them towards something that can truly change the world. Figure out how you can ‘lead with your left' by finding alternative solutions to problems.   Connect with Danny Ludeman: Concordance Website Concordance on Instagram Concordance on Facebook Concordance on Twitter   Connect with The WOW Factor: I Like Giving: The Transforming Power of a Generous Life by Brad Formsma Words of Wisdom Website Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter    

In today's episode of the “Inside the Plan with the 401(k) Brothers”, host Bill Bush and Andy Bush, advisors at Horizon Financial Group, continue their ‘Generations Series' where they go generation-by-generation and talk about some of the saving habits and what's on the minds of individuals. So, in this second episode of the ‘Generations Series', they're going to talk about Millennials and their behavior when it comes to retirement and saving as per surveys and other resources.     Episode Highlights 01:24 – Andy states that Millennials' birth years include 1981 to 1996. So that makes these cohorts 25 to 40 or 41 at this point and their size is about 72.1 million which one of the bigger generations. 03:46 – This Generation had a decade of their formative years, where the market was very volatile and experienced some huge events that created downward movements which led them to be a little more conservative than they needed to be. 05:05 - The younger side of that generation has more time and some of them may choose to work longer than 65 because of a profession or something they enjoy. 07:35 – As per the Wells Fargo Advisors survey, 48% of millennials said the stock market is not a good place to grow their retirement savings. 10:00 – The SHRM study reported that this age group is more likely to ask for mentors ...about 42% ...or ask for training, about 35%, than the preceding generation, so they do want to seek some help and inquire...and that's good. 12:58 – Andy says, more than 50% of the working force couldn't sustain a $1,000 emergency, expenditure. They don't have the dollars saved up. 14:30 – This generation has already experienced some 30% + downturns, says Andy. 16:30 – Bill says, next time we're going to look at not what's termed as the greatest generation, but a pretty darn good generation ...must be ours...Gen X.     Three Key Points Many studies suggest and there's one that's probably pretty prominent...but a couple from Fidelity and JP Morgan both have some studies, they say by age 40, you should have already saved three times your salary... and at least six times your salary by age 50. When we look at our future, we don't look at the possible bad things that could go wrong. We typically think of all good things.  But there are a lot of bad things that could happen to us personally and it's not to say that we would desire that ...we don't desire the bad outcomes, but we do need to be aware that they can happen and not be naive that they could happen and be somewhat prepared. To all Millennials, as you're raising kids, establishing a home, and other stuff but be prepared, you do have to prepare, you're going to have a rainy day somewhere, and more than likely, you're going to and so be prepared for it.     Tweetable Quotes “Morgan Housel says, your perception, growing up kind of controls a lot of your behavior.” – Andy Bush “30% said they will be unable to retire comfortably until the age 70 to 80.” – Andy Bush “Millennial workers tend to be receptive to advice.” - Andy Bush “A lot of millennials seek some digital solutions to get their investments and finances in the right order, but they still want that affirmation that they're doing the right thing from a person.” - Andy Bush “This study found that millennials are especially drawn to employers that have a good work-life balance and a flexible schedule.” – Andy Bush   Resources Mentioned Horizon Financial Group - Website Contact Information: Bill Bush Andy Bush Podcast Editing

Erica Adelberg, MBS Strategist for Bloomberg Intelligence, discusses Fed minutes, US mortgage rates, and the outlook for home buying in 2022. Mark Smith, Senior Vice President-Investments at Wells Fargo Advisors, talks about markets, inflation, and investing strategies in 2022. Mark Dixon, CEO of IWG, plc, talks about hybrid work, real estate, renting offices, and returning to work in 2022 and beyond. Alisha Kapur, Senior Industry Manager at Similarweb, talks about travel in 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with Ryan Bibler. A departure for a show on independence, it's a candid conversation with a young team who didn't go independent.

An engaged client is someone who feels connected to your value and connected to you as an advisor. Is your business truly maximizing client engagement? In this episode, Bill Cates speaks with E. Scott Miller, Vice President and Investment Officer at Wells Fargo Advisors. Scott shares how he has created the “wow factor” in his … Continue reading Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller →

Do you know what is in what we are feeding ourselves, and our children? In today's episode, we're talking with Sterling Cook, the CEO of Green Compass Global and a proponent for the North Carolina Hemp Pilot program. Sterling has always had a passion for agriculture which led him to uncover the truth about the number of chemicals that are used in agriculture fields across the US. Tune in to learn why Sterling takes pride in Green Compass Global growing and formulating completely USDA organic hemp and CBD products​, along with what you need to know and look for before going to the grocery store to keep your family safe from toxic chemicals.   In This Episode: [05:00] Growing up in the largest growing region for tobacco influenced Sterling.  [09:00] North Carolina market has changed due to importing goods from other markets. [12:00] Are farmers actually getting sicker because of the chemicals they are using on their crops? [18:40] Why Sterling only buys products that have USDA organic labels. [20:35] What does the USDA organic label mean for hemp products? [24:00] What does it mean to grow organic products?  [26:00] Are all the ingredients that go into Green Compass Global's products organic?    Key Takeaways: Oftentimes, we don't know where our food is truly coming from. Many farmers end up with cancer and different types of blood diseases that may be linked to chemicals used in their fields.  Consumers need to be educated about what healthy produce looks like.  Growing organic products starts with land that must be chemical-free for three to five years before growing anything.   Bio:  Sterling brings a diverse background in various leadership roles within the agriculture and financial services sectors. His most current role was that of chief restructuring officer for one of the largest sweet potato distributors in the world. He also spent six years as CFO in the produce industry, assessing organizational performance and guiding long-term strategy. Sterling has extensive knowledge in the areas of financial reporting and analysis, risk management and business development, human resources, accounting and administration, and overseeing a large-scale corporate farm operation. He's also held various positions with Wachovia Bank, Citi Smith Barney, Morgan Stanley Smith Barney, and Wells Fargo Advisors.   Sterling has been a proponent for the North Carolina Hemp Pilot program since its inception and is excited about the future of what hemp will bring to the state. He is a graduate of the University of North Carolina at Wilmington and also holds a North Carolina Real Estate License. He enjoys being active in both his local business and alumni communities.

On this week's episode I sit down with Ben Newman to talk about how to elevate intentional focus, how to move through a deflating loss, and how to dial into that intrinsic motivation. He was recently selected by by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019 & 2020 TOP 50 Speakers in the World. Ben is a highly regarded Performance Coach, International Speaker and Best-Selling Author, whose clients include Fortune 500 companies around the world, business executives, sales organizations and professional athletes in the NFL, PGA, NBA, MLB, UFC and NCAA. Newman is the #1 Wall Street Journal & USA Today Best Selling author of UNCOMMON Leadership. Ben serves as a Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last 5 Super Bowl Champion teams. He was recently selected by by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019 & 2020 TOP 50 Speakers in the World. Ben's authentic, powerful, and engaging storytelling has become internationally recognized and he has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracy, Ken Blanchard, Jon Gordon, Dr. Jason Selk, Floyd Little, Aeneas Williams, Walt Jocketty and other leaders and legends in the world. His clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, Missouri Tigers Basketball, New York Life, The University of Iowa and The Minnesota Vikings…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe.

Ben Newman is a highly regarded Performance Coach, International Speaker and Best-Selling Author, whose clients include Fortune 500 companies around the world, business executives, sales organizations and professional athletes in the NFL, PGA, NBA, MLB, UFC and NCAA.Ben serves as a Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last 3 Super Bowl Champion teams. He was recently selected by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019 and 2020 TOP 50 Speakers in the World.In 2021 Ben's highly anticipated new book UNCOMMON LEADERSHIP will be released and through the adversities of Covid-19. The BNC Speakers group and BNC Coaching group have had a tremendous impact on organizations finding alternative ways to drive growth. His clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, Missouri Tigers Basketball, New York Life, The University of Iowa and The Minnesota Vikings…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe.In this episode, Ben and Jay have an empowering conversation about similarities in both their lives, why Ben does what he does, and how he does it.Tune in for what is an amazing episode of The Culture Matters Podcast

AJ Bishop is the CEO of ajbishop.co and Founder of My Wealth Conscious Coach. She spent over 15 years in the wealth management industry, holding senior level positions such as Managing Director and Senior Vice President at major players, JPMorgan Chase, Wells Fargo Advisors, and MUFG Union Bank. She is a self-made millionaire who comes from humble beginnings as the youngest of three daughters of a strong-willed Brazilian mother. Even though her mother barely completed the 2nd grade, she taught her daughters how powerful a vision could be and how through dedication and hard work anything is possible! AJ is a true powerhouse and personal transformation is kind of her thing. She enjoys being a source of inspiration for ambitious and driven women in male dominated workplaces. She sees her purpose on this planet as being a stand for women in becoming their personal best. Her authenticity and candor have earned her the title of being called "the modern day Suze Orman meets Oprah!" www.mywealthconsciouscoach.com IG: @mywealthconsciouscoach Follow us on Instagram: @TheMorningSpotlight Email us at: themorningspotlight@gmail.com www.themorningspotlight.com For title insurance inquiries contact Mike at michael.ham@ctt.com Join the Fat Brother Soap Family! Use code "MIKEH10" at fatbrothersoap.com

On today's episode, Brittny sits down with AJ Bishop, the Chief Wealth Officer and Founder of My Wealth Conscious Coach. With over 15 years spent in the wealth management and financial services industry, AJ has held senior level positions as a Managing Director and Senior Vice President for the two major players - JPMorgan Securities and Wells Fargo Advisors. She's been through the highs and lows side by side with executive leaders in Seattle, to startups in Silicon Valley, to celebrities in Beverly Hills. AJ now blends the spirituality of consciousness to the more grounded concept of money and finances to bring her clients sustainable and long-term, lasting, change when it comes to building wealth. AJ shares: What money mindset isWhere money beliefs come from and getting to the root of themScarcity mindset and awareness when it comes to our thoughts around moneyLetting go of standards and creating your own (i.e. creating what matters to YOU and the consciousness aspect versus keeping up with the Jones')Rewiring our minds when it comes to moneyFear of success and humble beginningsFlow of reciprocity and the universal laws of prosperity and abundanceThe definition of wealth (versus money)Cash diets and budgetingAnd soo much more!AJ is a self-made millionaire. She comes from humble beginnings as the youngest of three daughters of a strong-willed Brazilian mother (who barely completed the 3rd grade), that taught her how powerful a vision could be and how through dedication and hard work anything is possible!Connect with AJ: https://www.ajbishop.co/https://www.instagram.com/mywealthconsciouscoach/