Author name: Chris

https://youtu.be/MulwmM89A2w Raquel Hinman is a CFP® based in Erie, Colorado CFP®, and the owner of Hinman Financial Planning, a fee-only financial planning and investment advisory firm she founded in 2015. She helps clients navigate the financial and non-financial issues that accompany major life transitions, specializing in working with people who have inherited money, gone through a […]

https://youtu.be/-wIk3ZC6Rns Jim Allen, CFP®, ChFC, EA, CDFA (@JAllenCFP) has been providing financial planning advice for over thirty five years. He currently serves as president and chief planner for Anchor Bay Capital, an SEC registered RIA with offices in Orange and San Diego counties. He is a Certified Financial Planner (CFP®) and has earned a master’s

https://youtu.be/oa5sLGs4EqQ Meghan Railey is one of two founding advisors at OPTAS Capital, an RIA launched in 2019 after a combined three decades of experience at wirehouses. At OPTAS, her focus is twofold: design and deliver a differentiated client experience and build systems and processes internally to support and grow capacity. In this episode, Brian and Meghan

https://youtu.be/Q_t1k-Lqh80 Ryan Fleischer is the founder, chairman, and CIO of Revolution Group. He has spent his entire career helping people and institutions address their financial needs and goals. Ryan provides expertise in goals-based investing and innovative portfolio construction to entrepreneurs, founding CEOs, and high-net-worth individuals and families. In this episode, Brian and Ryan discuss: The Importance

https://youtu.be/aCbQrdwih1w Mike Walther is a Certified Financial Planner who founded Oak Wealth Advisors in 2008 so that families seeking experienced and objective special needs financial planning advice could access the same quality of service previously only provided to wealthy families. Mike has a brother on the Autism spectrum. In this episode, Brian and Mike discuss:

https://youtu.be/fAlBvKzg3As Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and

https://youtu.be/opSoU-YjFmg Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, public speaker, and the founder and former CEO of Abacus, a values-driven financial consulting firm managing more than $3 billion in assets. A New York native living in California, Spencer now devotes much of his time to sharing his mindfulness-based approach to money through

https://youtu.be/bLADy7jrE3g Tom Zachystal (@TomatIAM) is Chief Investment Manager at International Asset Management, a U.S. Registered Investment Advisor specializing in financial planning and investment management services for Americans living abroad. Tom has an MBA in Global Management from Thunderbird University in Glendale, Arizona, holds the Chartered Financial Analyst (CFA) credential, and is a Certified Financial Planner™ (CFP™)

https://youtu.be/nNp9jlqpptw Peter V. Disch, Jr., CFP® (@greatpointwa) is the Founder and Managing Member of Great Point Wealth Advisors, LLC, an SEC Registered Investment Adviser in Boston. Peter has been recognized by Forbes as a Best in State Wealth Advisor since 2019 and was named to its inaugural list of America’s Top Next Generation Wealth Advisors. In

https://youtu.be/lTxI3yrYOzQ Brett Nelson is a financial advisor at Prevail Innovative Wealth Strategies dedicated to helping his clients achieve long-term financial security through effective risk management strategies. He is a Chartered Life Underwriter, and he believes in empowering his clients through education and transparent communication, ensuring they have the tools and understanding to achieve their financial dreams.