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#79 Managing Finances Across Borders w/ Tom Zachystal, President, Individual Asset Management

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™) […]

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#78 Investing in a Changing Market w/ Peter Disch, Founder, Great Point Wealth Advisors, LLC

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

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#77 Exploring Innovations in Portfolio Construction w/ Brett Nelson, CLU®

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.

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#76 Providing Value Beyond Numbers as Financial Advisors w/ Yusuf Abugideiri, Yeske Buie

https://youtu.be/anb1Ey1ECts Yusuf Abugideiri, CFP® is a Partner and Senior Financial Planner at Yeske Buie. Yusuf has been recognized as a top financial professional by several respected publications. Washingtonian Magazine named him a Top Financial Advisor in 2019 and 2020, and he was named to Northern Virginia Magazine’s list of Top Financial Professionals in 2020 and 2021.

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#75 Bridging The Divide Between Female Donors and Investment Management w/ Nicole Gopoian Wirick

https://youtu.be/vI2fbvLtpkA Nicole Gopoian Wirick, JD, CFP® founded Prosperity Wealth Strategies in 2019 in order to help clients define and achieve prosperity. One of Nicole’s greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Prosperity Wealth Strategies is a fee-only wealth management providing financial planning with a personal

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#74 Unlocking The Secrets of TIAA Traditional w/ Greg Shepard, S&A Financial Services, Inc.

https://youtu.be/YBgEMR1P7qE Greg Shepard is an independent, fee-only financial advisor at S&A Financial Services who specializes in simplifying TIAA accounts, mainly for those in higher education and doctors. His practice has excelled at providing logical and simple game plans geared for those transitioning into retirement with TIAA accounts.  In this episode, Brian and Greg discuss:  Leveraging YouTube

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#73 Lessons from The School of Hard Knocks w/ Sreeni Meka, Lakeland Wealth Management Services LLC

https://youtu.be/9xETnrqbRwo Sreeni Meka (@wallst_wizz) is a Financial Advisor at Lakeland Wealth Management Services LLC, a firm that provides comprehensive wealth management and financial advisory services to high-net-worth individuals and institutions. With over 28 years of investment experience, he is passionate about helping clients achieve financial goals and objectives, using analytical skills and domain expertise to

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#72 From Growing to Thriving Financially w/ Dr. Nicole Simpson, Founder, Harvest Wealth Financial

https://youtu.be/N9c2z1HORx0 Dr. Nicole B. Simpson®️ (nicolebsimpson.com) brings expertise, integrity, and a spirit of excellence to every goal she pursues for herself and on behalf of her clients. With a unique talent for monetizing business and life visions, she creates strategies and actionable plans that drive revenue while addressing underlying emotional issues that can be obstacles

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#71 Empowering Hispanic Financial Advisors in the US w/ Alonso Segarra, Founder, Advise-Financial

https://youtu.be/FBz42RbAJMo Alonso Rodriguez Segarra (Advice Financial) has more than 20 years of experience in the industry and was named by Investopedia among the Top 100 Most Influential Financial Advisors in the USA. He is also a Certified Financial Planner™. In this episode, Brian and Alonso discuss: Empowering Hispanic Financial Advisors in the US Transitioning to

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#70 Balancing Insurance and Investment Strategies w/ Stephen Stricklin, Wise Wealth, LLC

https://youtu.be/I5sFo-gRZa0 Stephen Stricklin, President and Founder of Wise Wealth, LLC, is a Certified Financial Planner® dedicated to educating and empowering Main Street investors. Not only does Stephen work directly with clients, but he also educates the public about successful financial planning through his Simplify Your Retirement Course. In this episode, Brian and Stephen discuss: Balancing

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