Shows
For The Wealth of ItThe Underdog Mentality: Building Unshakeable Self-Belief with Tyler MonkIn this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice:PerspectivePotentialPossibilityPrioritizationHe also explains why gratitude is the foundation of lasting happiness. From his journey through 20-plus jobs to becoming a sought-after speaker, Tyler offers practical insights on overcoming fear, building systems over relying on motivation, and embracing the "challenging conversations" that lead to real growth. Whether you're an entrepreneur, employee, or anyone looking to unlock your...2025-07-151h 03For The Wealth of ItWhere Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transitioning to retirement, and why she views retirement as an "existential transition" rather than just a financial milestone.The conversation covers the importance of Dr. Brian Portnoy's "Four C's" framework for human flourishing (connection, control, competence, and context), why successful retirement planning should begin early by...2025-06-1731 minFor The Wealth of ItWealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EAJoin us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances.In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to...2025-05-301h 06For The Wealth of ItEngineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac ReeseZac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision. Zac reveals his entrepreneurial journey, including creative fundraising methods, high-interest loans, and the constant financial challenges of scaling a business. He explains his vision of creating a nationwide network where clients can get consistent haircuts anywhere, his expansion into mobile services, and his newest venture - a barber training s...2025-04-181h 03For The Wealth of ItFood for Thought: Investing in a Healthier Life with Registered Dietitian Teresa SpirlinRegistered Dietitian Teresa Spirlin shares insights on making sustainable healthy choices, debunks nutrition myths, and draws fascinating parallels between financial planning and nutrition planning. From discussing the truth about "superfoods" to exploring how small dietary changes can lead to long-term health wealth, Teresa offers practical wisdom for anyone looking to invest in their wellbeing. She also shares her personal approach to work-life balance while managing multiple roles and pursuing continued education. Whether you're curious about cholesterol, confused about supplements, or just wanting to make better food choices, this conversation offers valuable perspectives on building true we...2025-02-071h 07For The Wealth of ItFrom Spreadsheets to Sketches: FinArtist Josh Passler's JourneyJosh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding.• Josh's transition from finance to art • Discovering the vital connection between art and financial concepts • Emphasizing the importance of holistic planning services • The role of collaboration in effective branding • Redefining wealth as time and creativity • Insights on audience-targeted branding strategies • Importance of understanding client values and missionGuest: Josh Pass...2025-01-0353 minFor The Wealth of ItThe Business Owner's Reality Check with Jerry PetrickPodcast Guest:Jerry PetrickCertified Business AdvisorAmerica's SBDC - Washingtonhttps://wsbdc.org/advisors/jerry-petrick/Resources mentioned in this episode:Find your local SBDC AdvisorThe E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About ItNolo.com2024-11-0157 minFor The Wealth of ItImproving Your Relationship with Money with Financial Therapist Ashley QuammeEpisode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™https://www.linkedin.com/in/ashley-quammeThe Wealthy Marriagehttps://www.thewealthymarriage.com/hello@thewealthymarriage.comhttps://www.instagram.com/thewealthymarriage/https://www.facebook.com/thewealthymarriageBeyond the Planhttps://www.beyondthefp.com/https://www.linkedin.com/company/beyond-the-plan/https://twitter.com/bamconsultshttps://www.instagram.com/beyondthefp/Planning & Beyond Podcasthttps://www.planningandbeyond.com/2024-10-1852 minFor The Wealth of ItBuilding Wealth with Purpose: Group Recap and Insights2024-09-2726 min
For The Wealth of ItYour Inner Wealth: Balancing Growth and Goals w/ Colin Koach Episode 4 with Colin KoachEmail: ckoach.work@gmail.comSocial Media:https://www.linkedin.com/in/colinkoach/ 2024-09-061h 01
For The Wealth of ItLiving Big by Going Small w/ Tiny House Adviser Laura Lynch Episode 3 with Laura LynchEmail: laura@thetinyhouseadviser.comWebsite: https://www.thetinyhouseadviser.com/Social Media: https://www.linkedin.com/in/tinyhouseadviser/Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast 2024-08-2352 min
For The Wealth of ItBuilding Wealth through Real Estate with Kirk Godman Episode 2 with Kirk GodmanEmail: realtorkirkgodman@gmail.comPhone: (360) 798-0184Social Media:https://www.instagram.com/kirkgodman/https://www.facebook.com/godmanrealestate/ 2024-08-0946 min
For The Wealth of ItLeaving Wall Street to Find True Wealth with Cara Macksoud Episode 1 with Cara MacksoudEmail: cara@moneyhabitudes.comWebsite: https://www.moneyhabitudes.com/Social Media: https://www.linkedin.com/in/caramacksoud/ 2024-07-261h 13
Elementality for Financial Advisors | Elements Financial Vitals System™Plan For Now, Not The Future [174]Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financial advisors should focus on how financial planning and advice will benefit people today. This leads to increased client satisfaction and success. Brett Maikowski, CFP® LinkedIn Post2024-07-1809 min
The Happy Hour HangoutHangout with Brett Maikowski Part 2This week we finish our conversation with Brett Maikowski on the podcast. Brett has an awesome story. After finishing his career in Sports Management he is no working in the Dallas Fort Worth area as a Financial Advisor. Get your note pad out on this one!
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Support this podcast: https://anchor.fm/the-happy-hour-hangout/support2020-10-2300 minThe Happy Hour HangoutHangout with Brett Maikowski, Sports Business Professional turned Personal Finance Advisor Part 1This week we bring on our good friend Brett Maikowski on the podcast. Brett has an awesome story. He started his career chasing a career in sports management. He shares stories during his time with the Houston Texans & Indianapolis Colts (and many more)
This is part 1 of the podcast, next week we will share our conversation on personal finance.
Please remember to Rate, Review, and Subscribe to the Podcast
Cheers
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Support this podcast: https://anchor.fm/the-happy-hour-hangout/support2020-10-1400 min