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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 Hourly Financial Advising w/ Alonso Rodriguez Segarra, CEO & 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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#69 Crafting Personalized Financial Paths w/ Charles Hinde, Wealth Advisor, Heritage Investments

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

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#68 Individualized Strategies for A Comfortable Retirement w/ Russell G. Luce

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

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#67 The Comprehensive Financial Planning Experience w/ Stanley Funches, President, INTELUS Wealth Management, LLC

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

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#66 Drip Marketing Strategies for Financial Advisors w/ Kirk Licata, Financial Advisor, LongView Wealth Management

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

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#65 Decoding Investment Personalities w/ James Lee, Founder, StratFI

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

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#64 Educating Clients on The Investment Game w/ Aaron Karas, CFP, Insight Wealth Strategies

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

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

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

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