Uncategorized

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

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

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