Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
…
continue reading
1
The Business Owner's Reality Check with Jerry Petrick
57:39
57:39
Play later
Play later
Lists
Like
Liked
57:39
Podcast Guest: Jerry Petrick Certified Business Advisor America's SBDC - Washington https://wsbdc.org/advisors/jerry-petrick/ Resources mentioned in this episode: Find your local SBDC Advisor The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It Nolo.comBy Jay Boekeloo, Jared Tanimoto, Brett Maikowski
…
continue reading
1
Improving Your Relationship with Money with Financial Therapist Ashley Quamme
52:24
52:24
Play later
Play later
Lists
Like
Liked
52:24
Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™ https://www.linkedin.com/in/ashley-quamme The Wealthy Marriage https://www.thewealthymarriage.com/ hello@thewealthymarriage.com https://www.instagram.com/thewealthymarriage/ https://www.facebook.com/thewealthymarriage Beyond the Plan https://www.beyondthefp.com/ https://www.linkedin.com/company/beyon…
…
continue reading
1
Building Wealth with Purpose: Group Recap and Insights
26:29
26:29
Play later
Play later
Lists
Like
Liked
26:29
By Jay Boekeloo, Brett Maikowski, Jared Tanimoto
…
continue reading
1
Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
1:01:35
1:01:35
Play later
Play later
Lists
Like
Liked
1:01:35
Episode 4 with Colin Koach Email: ckoach.work@gmail.com Social Media: https://www.linkedin.com/in/colinkoach/By For The Wealth Pod
…
continue reading
1
Living Big by Going Small w/ Tiny House Adviser Laura Lynch
52:25
52:25
Play later
Play later
Lists
Like
Liked
52:25
Episode 3 with Laura Lynch Email: laura@thetinyhouseadviser.com Website: https://www.thetinyhouseadviser.com/ Social Media: https://www.linkedin.com/in/tinyhouseadviser/ Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcastBy For The Wealth
…
continue reading
1
Building Wealth through Real Estate with Kirk Godman
46:47
46:47
Play later
Play later
Lists
Like
Liked
46:47
Episode 2 with Kirk Godman Email: realtorkirkgodman@gmail.com Phone: (360) 798-0184 Social Media: https://www.instagram.com/kirkgodman/ https://www.facebook.com/godmanrealestate/By For The Wealth
…
continue reading
1
Leaving Wall Street to Find True Wealth with Cara Macksoud
1:13:44
1:13:44
Play later
Play later
Lists
Like
Liked
1:13:44
Episode 1 with Cara Macksoud Email: cara@moneyhabitudes.com Website: https://www.moneyhabitudes.com/ Social Media: https://www.linkedin.com/in/caramacksoud/By For The Wealth
…
continue reading