Author name: Chris

https://youtu.be/wU0dpgQeN_8 Charles Hinde is a Wealth Manager for Heritage Investments and serves as part of the firm’s Investment Committee. He graduated Magna Cum Laude from the University of Missouri with a Bachelor of Science studying both Finance and Economics. Charles began working with Heritage as a third-generation member of the Hinde Family in 2018, and he’s […]

https://youtu.be/h_0aSowdC2c Russell Luce (@RLuce721) is the owner and operator of Planning Legacies Financial Group. Russell uses his over 25 years of experience in the industry to assist numerous Families in Wealth Management, Retirement Planning, College Planning, and Estate Planning with a focus on those who are differently-abled or have Special Needs. In this episode, Brian

https://youtu.be/dHNK5O5SZWk Stanley T. Funches has been a financial planner for 25+ years, helping professionals, business owners, and physicians pursue and maintain a comfortable retirement. He is the President and Financial Advisor with INTELUS Wealth Management, LLC. In this episode, Brian and Stanley discuss: Dads and Dollars From Investments to Insurance Assessing the Unprecedented Trends of 2023

https://youtu.be/NOW7E71BGbU Kirk Licata, CFP®, joined LongView in 2012. He has been in the financial services industry since 2010 with experience at Bank of America, State Farm, and Mutual of Omaha. Kirk primarily works with two types of clients that both require his expertise in tax planning. His first passion is advising business owners through the

https://youtu.be/nMrc2CiRPWk James H. Lee (@jhlinde) is the Founder of StratFI and provides retirement planning with a focus on investment management and portfolio consulting to help clients organize, grow, and protect their assets through life’s transitions. As a fee-only fiduciary, James H. Lee does not receive commissions of any kind and has a legal obligation to

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

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

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

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

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