Author name: Chris

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.

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.

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

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

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

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

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