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#85 The Role of Continuous Learning in Financial Advisory w/ Jim Allen, Anchor Bay Capital Inc.

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 […]

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#84 Tax Efficiency and Portfolio Management w/ Meghan Railey, Founder & CFO, Optas Capital

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

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#83 Understanding the Real Fiduciary Standard w/ Ryan Fleischer, Founder, Revolution Group, LLC

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

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#82 Specialized Financial Planning for Special Needs Clients w/ Mike Walther

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:

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#81 Leveraging Trust to Expand Your High Net Worth Client Base w/ Elliot Kallen

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

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#80 Market Volatility and Investor Psychology w/ Spencer Sherman, Abacus Wealth Partners, LLC

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

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#79 Advising Across Borders: Navigating Challenges in International Finance w/ Tom Zachystal

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 Tailoring Your Practice For Tomorrow’s Clients w/ Peter Disch, 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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