Author name: Chris

https://youtu.be/hEfqNtEfksc Aaron Karas (https://insight2wealth.com/) is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. In this episode, Brian and Aaron discuss: Starting a Financial Planning Career During A …

#64 From the Football Field to Financial Planning w/ Aaron Karas, CFP, Insight Wealth Strategies Read More »

https://youtu.be/3dUuUOWLC_8 Liz Gillette is a Certified Financial Planner for Bay Point Wealth, specializing in financial planning for Millennials and Gen X-ers. Liz tackled her own path to financial freedom and consequently acquired a passion for empowering other women and men to transform their fiscal lives. In this episode, Brian and Liz discuss: From Recruiter to Financial …

#63 From Human Resources to Financial Planning w/ Liz Gillette, Bay Point Wealth Read More »

https://youtu.be/057Ql-VQfiE Nate Oltmans, is the CEO, Partner, and Certified Financial Planner at Cornerstone Wealth Management. He joins and shares his unique journey from an Air Force B-52 bomber pilot to a Certified Financial Planner. Nate shares how the Entrepreneurial Operating System (EOS) has transformed their firm, creating a structured approach, clarifying core values, and ensuring …

#62 From USAF to Financial Planning w/ Nate Oltmans, CEO and Partner, Cornerstone Wealth Management Read More »

https://youtu.be/rM8ufDvFoBw Nic Nielsen (@KnowMyPlan) is a licensed Financial Planner and the Co-Founder of Know My Plan, a company that uses a one-page financial plan to help sales professionals feel confident and eventually reduce financial anxiety. Nic discusses his unique journey from former broker to a trusted financial advisor in this episode with Brian. In this …

#61 Client-Centric Financial Planning w/ Nic Nielsen, Financial Planner of Know My Plan Read More »

https://youtu.be/Bn6Yo1VcM4Y Christopher Manske (@ManskeWealth) is the visionary founder of Manske Wealth Management. With over half a billion dollars in assets under management, his firm has consistently earned its place among the elite in the world of wealth management, making it a trusted name in Houston. In this episode, Brian and Christopher discuss: Starting Manske Wealth …

#60 Adaptive Strategies For Financial Crisis Management w/ Christopher Manske, Founder & President, Manske Wealth Management Read More »

https://youtu.be/x8BwRmZOgso Joshua Cavett is a Financial Advisor at Beaumont Weath Advisors where he excels at guiding clients in defining their financial aspirations and, crafting personalized plans to propel them toward success. In this episode, Brian and Joshua discuss: The Hidden Safety Net In Financial Planning Discovering a Niche in Financial Advisory Embracing Technology in Financial Advisory …

#59 Embracing Technology in Financial Advisory w/ Joshua Cavett, Financial Advisor, Beaumont Wealth Advisors Read More »

https://youtu.be/kF5o40iQWq0 Jamie Menges (⁠@JamieMenges⁠) is a shareholder and the Vice President of PDS Planning and he’s here to share PDS’ unique approach to finance. Learn about their shift from the AUM model, the benefits of transparent fee structures, and their strategies to ensure employee growth. Explore how PDS stands out in the ever-evolving financial industry. …

#58 The Three C’s of Finance w/ Jamie Menges, Vice-President & Shareholder, PDS Planning Inc Read More »

https://youtu.be/UWZf_of-eSA Richard DeBono (https://sierraridgewealth.com/) is a seasoned independent financial advisor with an impressive 23-year track record in the financial services industry. Richard brings a wealth of expertise and a diverse toolkit to the table, dedicated to assisting clients in making efficient investments throughout all stages of their lives. In this episode, Brian and Richard discuss: …

#57 Surviving 2022 as a Business w/ Richard DeBono, Financial Advisor, Sierra Ridge Wealth Management Read More »

https://youtu.be/0Sot774gpzI Damon King (@damonmking1) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for …

#56 The Importance of Serving Clients Based on Their Needs w/ Damon King, Certified Financial Planner, ChappelWood Financial Services Read More »

https://youtu.be/jO55ehKBszM Sam Brownell has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based financial planning and investment management to individuals, families, and independent business owners. As the firm grew, an increasing number of independent business owners sought Sam’s advice on their short and long-term planning needs, including valuation, …

#55 Finding Your Financial Niche w/ Sam Brownell, Founder, Stratus Wealth Advisors Read More »