Shows
The Brighter Side of Education: Research, Innovation & ResourcesEmpowering Young Women Through Financial Literacy with Her Wealth Founder James CombloSend us a textAre you aware of the gender gap in financial literacy? In this episode, James Comblo shares the impact of programs like Her Wealth, designed to empower girls aged 16-28 with the tools for financial independence. Through candid discussions, relatable anecdotes, and actionable strategies, we explore how parents and educators can foster environments that prioritize vital financial conversations. We aim to dismantle the stigma surrounding money discussions and encourage open dialogues about spending, saving, and budgeting. From practical tips for managing credit to insights on developing a healthy relationship with finances, this e...2025-02-2728 min
Retirement Tax Services PodcastThe Tax Nitty Gritty with James CombloThis week, Steven is joined by James Comblo to get deep in the trenches of what guiding a client through a tax planning journey looks like in the real world. James is a self-proclaimed tax nerd who has always seen the value in focusing on taxes and has built a process over the years to make sure that his clients consistently get value on the topic. Steven and James talk specifics, including how to include the team in the process and how James practically gets through reviewing every tax return every year. https://zurl.co/K9eU2024-11-1825 min
Work at Home RockStar PodcastWHR 3.184: James Comblo's Digital Transformation and Financial Planning Success StoryIn this episode of the Work at Home Rockstar Podcast, Tim chats with James Comblo, President and CEO of FSC Wealth Advisors. James shares his journey of growing his company's managed assets from $70 million to $300 million through digital transformation and proactive, holistic financial planning. He discusses the challenges of adopting new strategies like revamping the website, starting a blog, and leveraging social media and webinars to reach more clients. James also opens up about significant setbacks, including a failed initial website rebuild and the loss of a business partner, and how these experiences shaped his approach to building a...2024-08-1234 min
Rainmaker Multiplier On-DemandCoffee Break with C2P: Succession PlanningIn this episode of the Rainmaker Multiplier On-Demand podcast, Coffee Break with C2P, we discuss business succession vs. business continuity, and the three key questions to answer when it comes to succession planning. Joining barista Jason L Smith, Founder | CEO of C2P Enterprises, is our panel of James Comblo, CFF, President of FSC Wealth Advisors, Tim Wells, Founder of Retirement Matters, and Charlie Ehrenfried CFP®, CLU, ChFC, RICP, CASL, Partner at Retirement Matters. Tune in to hear their stories and experiences!2023-04-1931 min