Shows
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
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
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