Jared Tanimoto - Podcast Details

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 03

For 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 min

For 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 06

For 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 03

For 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 07

For 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 min

For 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.com 2024-11-0157 min

For 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 min

For The Wealth of ItBuilding Wealth with Purpose: Group Recap and Insights 2024-09-2726 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

Money Talk with Yu, hosted by Jerry Yu[Classic Rewind] Jared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from ScratchDiscover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach he's taking to revolutionize financial planning. About Jared Tanimoto:Jared is recognized as an Investopedia Top 100 Financial Advisor as well as a 40 Under 40 Advisor by InvestmentNews. He is the founder of Sedai (formerly Ascent) W...2024-06-0510 min

Money Talk with Yu, hosted by Jerry YuJared Tanimoto: Serving the Underserved: How I Built My Fee-Only Advisory Firm from ScratchDiscover the surprising journey of a financial planner who broke free from the insurance industry's product-pushing limitations to become a top advisor. Learn how he's challenging traditional financial models and prioritizing clients' interests while gaining recognition for his innovative strategies. Join us to uncover the unexpected twists and turns that led to his success and the unique approach he's taking to revolutionize financial planning. About Jared Tanimoto:Jared is recognized as an Investopedia Top 100 Financial Advisor as well as a 40 Under 40 Advisor by InvestmentNews. He is the founder of Sedai (formerly Ascent) W...2024-02-1310 min $Collector\'s Corner$ Collector's CornerSnowfro's new mint, Deca's now has mints, and more | Cornering The Market #53Please email collectorscornernft@gmail.com or Direct Message www.twitter.com/astamcloud if you are interested in investor content helping you build wealth while investing in beautiful artStay up to date on the generative art world with our weekly newsletter direct to your inbox! https://collectorscorner.substack.com/Weekly generative art NFT news, beautiful art, and investment opportunities recorded Oct 26, 2023This episode can also be found on our Youtube channel here.Episode Artwork: /// 939 by Snowfro Timestamps:00:24 | Intro02:25 | Market sentiment update04:10 | Notable ETH generative art sales 2023-10-2737 min $Collector\'s Corner$ Collector's CornerMarfa afterglow, Beef Brotkhos booming, and more | Cornering The Market #50Please email collectorscornernft@gmail.com or Direct Message www.twitter.com/astamcloud if you are interested in investor content helping you build wealth while investing in beautiful artStay up to date on the generative art world with our weekly newsletter direct to your inbox! https://collectorscorner.substack.com/Weekly generative art NFT news, beautiful art, and investment opportunities recorded Sept 28, 2023This episode can also be found on our Youtube channel here.Episode Artwork: Memories of Qilin 640 by Emily Xie Timestamps:00:22 | Intro02:09 | Market sentiment update05:02 | Notable...2023-09-291h 01 $Collector\'s Corner$ Collector's CornerSotheby's next auction is live, the market chugs along, and more | Cornering The Market #44Please email collectorscornernft@gmail.com or Direct Message www.twitter.com/astamcloud if you are interested in investor content helping you build wealth while investing in beautiful artStay up to date on the generative art world with our weekly newsletter direct to your inbox! https://collectorscorner.substack.com/Weekly generative art NFT news, beautiful art, and investment opportunities recorded Aug 10, 2023This episode can also be found on our Youtube channel here.Episode Artwork: Ringers 59 by Dmitri CherniakTimestamps:0:24 | Intro2:58 | Market sentiment update3:45 | Notable ETH generative...2023-08-1221 min $Collector\'s Corner$ Collector's CornerBright Moments art reveals, BRC20s, Memecoins to buy art, and more | Cornering The Market #33Please email collectorscornernft@gmail.com or Direct Message www.twitter.com/collectors_xyz if you are interested in premium content focused on finding the newest innovations and best investment opportunities in digital art.Stay up to date on the generative art world with our weekly newsletter direct to your inbox! https://collectorscorner.substack.com/Weekly generative art NFT news, beautiful art, and investment opportunities recorded May 11, 2023This episode can also be found on our Youtube channel here.Episode Artwork: Kumono Shingou 34 by ZancanTimestamps:0:24 | Intro2:48 | Interested in...2023-05-1236 min

FutureProof Advisor PodcastUtilizing Technology to Grow Your Firm with Jared TanimotoJared Tanimoto, President at Ascent Wealth Advisors, fellow class member of InvestmentNews’ 40 under 40, and a fellow father, joins me on this week’s episode of Bridging The Gap. We jump into his journey to starting his own RIA firm, the unique hurdles he’s faced in the industry, and the technology innovations he’s used and will continue to use to grow his firm. He also opens up about re-framing the conversation with the younger generation and prospective clients to lay out the clear vision to the end goal for them. In the throes of building a...2022-10-1230 min

Optimized Advisor PodcastLearn From An Optimized Advisor: Jared Tanimoto, CFPScott sat down with Jared Tanimoto, Founder & President of Ascent Wealth Advisors. Jared is the current President of FPA Orange County and is an Investment News 40 Under 40 Advisor. Jared shared with Scott how he got his start in the industry, how he optimizes his time and all areas of his life. They discussed how they are both Eagle Scouts and how that has shaped Jared’s love for the outdoors and adventure.Connect with Scott on LinkedInConnect with Jared on LinkedInFor more on The Optimized Advisor Podcast click here For more on Asc...2021-12-0355 min