Shows
Wealth HarmonyTeaching Financial Literacy to Kids with Stefani TuemeWealth Harmony with April Turch, Episode 16In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA).Tune in to the episode to hear about:- Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management- The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education- Ti...
2025-04-2329 min
Wealth HarmonyBalancing Compliance & Client Interests: A Conversation with Jon SimoneWealth Harmony with April Turch, Ep 15In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice).Tune in to the episode to hear about:*The importance of ethical decision-making and navigating gray areas in compliance* The significance of proactive policy-making and staying vigilant amid regulatory changes and uncertainty* How clients can evaluate advisors based on values and compliance, likening the process to dating where alignment is crucial* Jon’s definition of "wealth harmony" as a balance that on...
2025-03-1935 min
Wealth HarmonyThe Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)Wealth Harmony with April Turch, Episode 14
In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications.
Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm
Read more about The Wolf Gr...
2025-02-061h 19
Wealth HarmonyHow Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor PodcastWealth Harmony with April Turch, Episode 13
We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker.
Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present.
Key moments:
[01:58] - April...
2025-01-3027 min
Wealth HarmonyProtecting Prosperity & Understanding Diminished Capacity with Ellen BrunoWealth Harmony with April Turch, Episode 12
In this episode of Wealth Harmony, April Turch speaks with Ellen Bruno, Founder and Head of Compliance Advisor Professionals, a compliance consulting firm dedicated to helping investment professionals and investment advisory firms meet their regulatory compliance needs. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping them stay in line with SEC regulations.
Tune in to the episode to hear about:
* Ellen's journey from being a neophyte accountant to founding her own compliance consulting firm, specializing in working with i...
2024-12-0629 min
Wealth HarmonyFinding Your Balance: Health, Wealth, & Prosperity with Emily NewmanWealth Harmony with April Turch, Episode 11
In this episode of Wealth Harmony, April Turch speaks with Emily Newman, a seasoned fitness professional and nutritional coach. Emily brings a unique perspective to the table, having transitioned from a career in art and design to fitness and nutrition, fueled by her passion for helping others achieve their best selves. Her approach is all about finding the sweet spot between health and wealth, emphasizing balance, mindfulness, and sustainable habits.
Tune in to the episode to hear about:
* Emily's journey from art to fitness and how it...
2024-11-1532 minWealth HarmonyFinancial Fulfillment Through Real Estate Investments with Larry FinkelbergWealth Harmony with April Turch, Episode 10
In this episode of Wealth Harmony, April Turch speaks with Larry Finkelberg, Senior Vice President and Branch Manager at Atlantic Coast Mortgage. With a wealth of experience in the mortgage industry, Larry brings invaluable insights into navigating the complexities of home buying, especially in a challenging market. His unique perspective on balancing financial decisions with emotional considerations offers listeners practical advice on achieving financial fulfillment through real estate investments.
Tune in to the episode to hear about:
* The importance of understanding the emotional journey in home buying a...
2024-10-0435 minWealth HarmonyNavigating Life's Financial Transitions with Susan BradleyWealth Harmony with April Turch, Episode 09
In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions.
Tune in to the episode to hear about:
* The concept of financial transitions and the unique challenges they pose, including how to navigate major life changes with financial implications.
* Sus...
2024-09-0535 minWealth HarmonyHome Harmony: Effective Home File Organization with Sean FitzgeraldWealth Harmony with April Turch, Episode 08
In this episode of Wealth Harmony, April Turch speaks with Sean Fitzgerald, Director of Client Service and Operations at Wolf Group Capital Advisors.
Tune in to the episode to hear about:
* Sean’s role with Wolf Group Capital Advisors and his day-to-day responsibilities including quarterly performance reporting, client onboarding, client requests, maintaining accurate data inside their portfolio management, reporting software, and their CRM, and more.
* Sean’s tips on working from a home office effectively, including advice on organization and ma...
2024-08-0736 minWealth HarmonyNavigating and Balancing Risks with Joseph Brunsman, Cyber Law + Liability Brokerage ExpertWealth Harmony with April Turch, Episode 7
In this episode of Wealth Harmony, April Turch speaks with Joseph Brunsman, a self-taught expert in robotics and cybersecurity law, who transitioned from the Navy to a successful career in insurance, leveraging his expertise to provide comprehensive coverage solutions at his firm in New York City.
Tune in to the episode to hear about:
* Educational Autodidacticism: Despite skipping numerous English classes growing up, Joseph developed strong self-learning skills, leading to academic success in robotics and cybersecurity law.
* Navigating Career...
2024-07-0338 min
Next MileHow Compliance Fuels Sustainable Growth with April TurchEpisode 050: In this episode of The Connected Advisor, Kyle talks with April Turch, Chief Compliance Officer at Wolf Group Capital Advisors. April has more than 20 years of experience specializing in financial planning and wealth management operations. She manages and oversees firm-level projects that impact the firm's success, team performance, and overall client experience. April is also responsible for helping the firm scale its operations through technology, processes, systems, and people. April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a w...
2024-07-0229 minWealth HarmonyJoan Bowling on Mastering CommunicationWealth Harmony with April Turch, Episode 6
In this episode of Wealth Harmony, April Turch interviews Joan Bowling, a renowned motivational communication expert, author, and owner of Joan Bowling Presents, LLC. With over two decades of experience in broadcast sales and television hosting, Joan has garnered international recognition, reaching the semi-final round of the Toastmasters 2018 International Speech Competition, and her clients include TEDxRVA speakers and advertising agency owners.
Tune in to the episode to hear about:
* Joan's Diverse Communication Background: Joan Bowling's diverse career underscores the importance of...
2024-06-0639 minWealth HarmonyThe Power of Discovery in Achieving Financial Fulfillment with Kevin OstergaardWealth Harmony with April Turch, Episode 5
In this episode of Wealth Harmony, April Turch speaks with Kevin Ostergaard, a Senior Financial Advisor at Wolf Group Capital Advisors. Kevin's career journey began in the insurance industry and evolved into the investment management space. With over 11 years of experience, he has been instrumental in helping clients achieve financial fulfillment at WGCA and mentoring the next generation of investors.
Tune in to the episode to hear about:
* Kevin's Journey: Kevin has 11 years of financial industry experience, transitioning from insurance to a large RIA in Washington D.C...
2024-05-0231 minWealth HarmonyThe Power of Knowing Yourself When Navigating Financial DecisionsWealth Harmony with April Turch, Episode 04
In this episode of Wealth Harmony, April Turch speaks with Charles Verruggio. Charles is part of the ownership group at Wolf Group Capital Advisors and oversees the firm’s investment division. He also serves as a senior advisor to over 60 clients. He assists clients with constructing efficient portfolios while also advising them on financial planning matters and always keeping an eye on empowering them to live a fulfilling life. An avid reader, Charles enjoys reading behavioral finance books and has always been interested in simplifying the academic nature of wealth management th...
2024-04-0835 minWealth HarmonyIntentional Self Care for Professional GrowthWealth Harmony with April Turch, Ep 03
In this episode of Wealth Harmony, April Turch speaks with Allison Felix, COO and Managing Partner of Cassaday & Company, Inc.
Tune in to the episode to hear about:
* What is the importance of self care?
* How important is it to have a supportive network?
* What does it mean to take a sabbatical?
* Do you have any tips and advice for when you need to take a step away?
* What does wealth harmony mean to you?
Learn more about...
2024-03-0829 minWealth HarmonyGlobal Tax Insights with Mishkin SantaWealth Harmony with April Turch, Ep 2
In this episode of Wealth Harmony, April Turch speaks with Mishkin Santa, a seasoned tax attorney renowned for his expertise in international tax law.
Tune in to the episode to hear about:
* Global Tax Disputes: Ongoing international tax cases could reshape US tax laws in favor of taxpayers.
* Tax Law Changes: The 2017 Tax Cuts and Jobs Act ends in 2025, sparking debates on new legislation or a return to older tax codes.
* Government Shutdown Impact: A potential February shutdown may disrupt tax deadlines, causing ext...
2024-02-2935 minWealth HarmonyAre We There Yet?Wealth Harmony with April Turch, Episode 1
In this episode of Wealth Harmony, April Turch delves into the world of Bob Len, the Managing Director of Wolf Group Capital Advisors, a prestigious wealth management firm in the Washington DC area. Bob shares insights about his widely acclaimed weekly blog, "Are We There Yet," discussing its inception during the pandemic, its evolution into a platform for profound life lessons, and his motivations behind its continual creation.
Tune in to the episode to hear about:
* Origin of "Are We There Yet?": The blog began during the p...
2024-02-1226 min
The Pornstache PodcastEp 15: Blumpkins and Sex OlympicsThe guys are joined by Turch from We Only Do One Take Podcast and they discuss what Turch doesn't like about porn, blumpkins, we learn about Australia, Ultimate Surrender, pornstar podcasters, winking assholes, more Urban Dictionary sex positions, Sex Olympics, and round 3 of the Who Would You Do Disney Princess bracket.
Mystery Boner Theatre: Aladdick
Pornstars mentioned: Gabbie Carter, Natasha Nice, Summer Hart, Athena Faris, April O' Neil
Check out We Only Do One Take Podcast: https://soundcloud.com/weonlydoonetakepodcast
Join the ballsex revolution! Buy a Balldo and help support the...
2022-04-261h 45
We Only Do One Take PodcastEpisode 139 – A Celebration Of Womanhood And Diversity – We Only Do One Take PodcastWe have been working hard on this to make it the funniest April Fools show ever!
Turch and Kieran are back in the studio which means its rants time! Stupid dog owners, heavy mattresses and people who ask to help when you are about to finish a task.
The news is strange this week. Meatloaf’s new dating show, sneaking into Seaworld and biological male wins a female beauty contest.
Plus special dog guests Dweezil and Arthur.
All this and more on this week’s show!
Make sure you follow us on:
• SoundCloud - https://soundcloud.com/weonlydoonetakepodcast
• iTunes- https://podcasts...
2021-04-0154 min
We Only Do One Take PodcastEpisode 19 - How To Cosplay Featuring CeejayAndTheCosplay And Heidzdee - We Only Do One Take PodcastWelcome back to the We Only Do One Take Podcast. It is season 2! Holy crap how the hell did we get to season 2?
On this very special start to the season, two guests that we have been wanting to get onto the show for ages; professional Australian cosplayers Cienan and Heidi!
Turch is back with a new rant. As he has returned from his cruise with his family, he is full of vigour and amazingly, he does not rant about family holidays. Instead he rants about entitled people who complain about petty things.
Turch also tells stories of his family...
2018-04-121h 35
We Only Do One Take PodcastEpisode 15 - Urine Looks Like Spilt White Wine - We Only Do One Take PodcastEpisode 15 of the Wee Only Do One Take Podcast
On this episode we have long-time friend and drummer from Dead City Ruins, Nick Traj!
Turch starts this piss soaked episode with a rant about piss driblets, and alos talks about the upcoming push up competition to be hosted by the We Only Do One Take Podcast.
Kieran spills his drink all over Traj twice, as well as breaks his wine glass.
Trajs tells us how to cure masturbation with an old home remedy.
Kieran talks about some local news, and brings up how he was a fire fighter… again.
On to...
2018-03-081h 15