Shows
How Did We Get Here?38. From First Hello to Last Goodbye (For Now)We started this show wondering “How did we get here?” and after 36 guests, a hundred tangents, and probably too many bad jokes from Mark, the answer is… still complicated.What we do know is this: the people we met were driven by passion, fueled by purpose, and honest enough to share the messy parts along with the wins. That mix of grit, curiosity, and a refusal to quit made every conversation unforgettable.This is the final episode of the season, and we’re walking away with full hearts, new friends, and maybe even a little wisdom...
2025-09-1122 minHow Did We Get Here?37. From Door-to-Door Sales to the Front Seat at PodPony with Brodrick LothringerWhen the founder of your podcast studio becomes the guest, you know it’s going to be something special.In this season finale, we sit down with Brodrick Lothringer, who believed in this show when it was just a conversation starter, and who quietly built something extraordinary. From selling toys door-to-door as a kid to navigating the loss of his home while launching a business, Brodrick's story is one of trust, process, and faith.He didn’t just build a company. He built a place where creatives are seen, clients are heard, and storytelling becomes sacr...
2025-08-1454 minHow Did We Get Here?36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate GulickOur guest for this episode has a marketing career that started with ads about cheese and orange juice… She’s Mary Kate Gulick, and her journey from journalism student to fractional CMO is anything but predictable.She fell in love with financial services by leading marketing at TD Ameritrade Institutional, which led her to start her own firm. Ever since, she’s believed strategy is a non-negotiable in every growing financial business, and empathy is the cornerstone of her leadership.Mary Kate’s story is also a reminder that growth comes from knowing what matters and find...
2025-07-3140 minHow Did We Get Here?35. From Paraplanner to Powerhouse with Courtney RanstromThis one is for every woman who has ever been told it wasn’t her moment yet.Jess and Mark have an honest conversation with Courtney Ranstrom, co-founder of Trailhead Planners, and all we can say is: what a story! She overcame the feeling of being “just a paraplanner” at her dad’s firm and built her path to having a business and a voice of her own, a luxury in the financial field today.She hates promoting herself, but she’s definitely not playing small. The woman who would sit by the phone waiting for an opp...
2025-07-1739 minHow Did We Get Here?34. From Climate Change to Culture Change with Elena KrasnowWhat do Greenpeace, tarot cards, and financial PR have in common? Elena Krasnow, our guest on this episode of How Did We Get Here?She had it figured out: a college degree in environmental studies, a life-changing trip to Madagascar, and a job at Greenpeace. Fighting climate change and working with communities was the plan! But COVID happened, and all her expectations were laid off alongside her, figuratively and literally. No job, empty streets, protests on hold. What now?Somehow, Elena found herself planning press releases and shaping marketing strategies in the financial i...
2025-07-0324 minHow Did We Get Here?33. From Importing Lumber to Guiding Lives with Matt HobsonMatt Hobson's career journey feels like a cross-country hike. He went from studying spotted owls in Oregon's forests to importing lumber from New Zealand, and ended up helping people with their financial decisions.He is the ninth child of thirteen siblings. Yes, you read that right, thirteen! They didn’t call themselves "the wilderness" of Eastern Oregon for nothing. That ninth kid was shy in his youth, but soon discovered he had a special talent for connecting with people and making friends that would be useful later…When the 2008 financial crisis demolished his lumber import busi...
2025-06-1937 minHow Did We Get Here?32. From Mania to Meaning with Phil PearlmanMeet Phil Pearlman, a former special education teacher with a trading background. He is now dedicated to helping people improve their health to boost their business and life results. In this conversation, he goes from explaining the current bird flu cycle and how it affects egg prices to a mindful parenting masterclass, and believe it or not, he ties it all back to health.Irreverent, politically incorrect, and fun, Phil teaches with his own example how intentional habits and wise choices can transform a life for the better. Join us for the advice, stay for the laughs!
2025-06-0541 minHow Did We Get Here?31. From Therapy Couch to Financial Advisor Coach with Ashley QuammeAshley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she is married to a CFA and is the daughter of a CPA, now it makes way more sense.Let’s dive into Ashley’s journey and see how a psychological background and a lot of...
2025-05-2237 minHow Did We Get Here?30. From Marketing Noise to Meaningful Work with Dennis Moseley-WilliamsWhat if the real reason people hire you has nothing to do with money?In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they care about financial metrics.For Dennis, rejecting traditional business models, focusing on fairness, and creating memorable client experiences has helped him build a practice people want to be part of. He also shares why we are now living in a transformation economy, where doing work...
2025-05-0844 minHow Did We Get Here?29. From Sushi Entrepreneur to Financial Advisor with John StojJohn Stoj’s career took some unexpected turns—Wall Street trader, sushi entrepreneur, and reluctantly, a financial advisor. Along the way, he realized he loved helping people with money, just not in the way big firms do it.This may just be the least straight-line journey we’ve gone through yet! Stay tuned as we get into John’s story, where he “kicked and screamed” his way into a rewarding career.Connect with us!John Stoj on LinkedInVerbatim FinancialJess Bost on LinkedInLake Avenue FinancialMark Ne...
2025-04-2439 minHow Did We Get Here?28. From Lacrosse to Cross-Border Finance: Building Bird’s Eye with Sam RookIn this episode, Mark and Jess talk to Sam Rook, a Canadian financial advisor who went from studying physical education to becoming a go-to expert in cross-border and founder of Bird’s Eye Wealth. How did that happen? A $10,000 investment, and an inspiring mentor who changed his path forever.In this episode:- Sam’s career switch from teaching to wealth management - Why he left a big firm to start his own business - What U.S. advisors must know about Canadian clients- Why hiring outside the indust...
2025-04-1036 minHow Did We Get Here?27. From College Dropout to Grief Guru with Kathi BalasekKathi Balasek shares her remarkable journey from flunking college, becoming a physical education teacher and then eventually, a grief expert. Kathi demonstrates how seemingly unrelated skills create a unique path for helping others navigate loss.Key Takeaways:• Grief is not a competition – "the only loss that matters is your loss"• Focusing on emotions rather than comparing experiences creates connection• How financial professionals can support grieving clientsWhether you're navigating personal grief or supporting someone through loss, this conversation offers practical wisdom for showing up when life gets messy.Connec...
2025-03-2740 minHow Did We Get Here?26. How Did We Get From Rock ‘n’ Roll to Financial Planning? Part 2 with Matt ZeiglerMatt Zeigler’s journey shows the power of curiosity and adaptability in navigating one's career through uncertainties. From his unexpected pivots during the global financial crisis to initiating his podcast "Just Press Record," Matt emphasizes the importance of embracing chaos as a path to growth.Key takeaways:• Resilience during the global financial crisis• Turning career challenges into opportunities• The power of curiosity• The value of non-traditional networkingConnect with us!Matt Zeigler on LinkedInSunpointe InvestmentsCultish CreativeJess...
2025-03-1328 minHow Did We Get Here?25. How Did We Get From Rock ‘n’ Roll to Financial Planning? with Matt ZeiglerMatt Zeigler started out as a guitarist, hustling to make it in the music industry. Then, the dawn of the internet sent him along a different path, to financial services. He talks about how he was able to see his ADHD as a strength, and inspires listeners to embrace setbacks and not be afraid to pivot towards finding their passions.Key Takeaways:• Matt's transition from music to finance• Happiness in the workplace as a catalyst for change• Overcoming career setbacks and rejections• Harnessing ADHD as a unique strength• Less...
2025-02-2729 minHow Did We Get Here?24. How Did We Get From Manufacturing to Financial Planning? with Cris WallaceCris Wallace shares his remarkable journey from being a plant manager to becoming a dedicated financial planner. We discuss his motivations, the challenges he faced, and how relationships and understanding emotions around money can lead to success in financial advising.Key Takeaways:• Cris’s shift from plant management to financial planning• The inspiration behind helping others financially• Challenges and fulfillment in making career transitions• Importance of relationships and trust in financial advising• Addressing retirement fears and spending strategiesConnect with us!Cris Walla...
2025-02-1337 minHow Did We Get Here?23. How Did We Get From UConn Track to Index Funds? with Justin CarbonneauJustin Carbonneau’s journey from track and field to military service to the world of finance is a powerful example of turning challenges into opportunities. Justin has had to navigate tough transitions, from a demanding New York City internship to managing financial crises. Whether it’s finding encouragement online or the power of teamwork, his story shows how resilience and the right relationships can shape a rewarding career path. Connect with us!Justin Carbonneau on LinkedInValideaValidea Capital ManagementJustin’s BlogJess Bost on LinkedInLa...
2025-01-1648 minHow Did We Get Here?22. How Did We Get From Wall Street to CEO? with Ryan KruegerIn this episode, we chat with Ryan Krueger about how discomfort can lead to real growth. Ryan shares his thoughts on staying positive, finding joy in your work, and creating success that aligns with your values. We also talk about how challenges can teach us important lessons and why discomfort is often the key to becoming stronger and more resilient. It's a warm and inspiring conversation filled with practical insights for navigating life and work.Connect with us!Ryan Krueger on LinkedInRyan Krueger on XFreedom Day Solutions...
2025-01-0940 minHow Did We Get Here?21. How Did We Get From Advisor to Mentor? with Julie JohnsonToday we chat with Julie Johnson, a financial advisor turned mentor, as she shares her journey of helping families and advisors navigate the challenges of wealth transfer. Julie blends empathy and expertise, shaped by her own personal experiences, in a fresh perspective to managing finances across generations.We also explore the growing role of women in finance, the importance of mental health, and the concept of "funded contentment"—a balance between financial security and living a fulfilled life. Connect with us!Julie Johnson on LinkedInXY CommunicationJess Bost on...
2024-12-3148 minHow Did We Get Here?20. How Did We Get From Theology to Financial Planning? with Morgan RanstromWhat makes someone trade academia for financial advising during a recession? In this episode, we sit down with Morgan Ranstrom as he takes us through his remarkable journey from theology to finance. Combining technical skills with a deep understanding of human behavior, Morgan proves that financial planning is about more than numbers—it’s about people.From navigating life transitions to balancing risk and reward, Morgan shares insights that go beyond investments, inspiring advisors and clients alike.Connect with us!Morgan Ranstrom on LinkedInTrailhead PlannersJess Bost on Link...
2024-12-1957 minHow Did We Get Here?19. How Did We Get From Baghdad to Entrepreneur? with Van SmithImagine starting a law firm with just a laptop and an iPhone. That’s exactly what Van Smith did! In this episode, Van shares how he grew his Virginia-based firm from scratch into a team of 30. His background wasn’t entrepreneurial at all, but after tackling challenges like undergrad during 9/11, a stint in Baghdad, and the 2008 financial crisis after law school—Van dug in and simply got to work. In this episode we talk about:Turning life’s chaos into growth.Smart financial habits that build long-term success.The power of starting small and staying consistent.Whether...
2024-12-1242 minHow Did We Get Here?18. How Did We Get From a Childhood Goal to Estate Law? with Jenny RozelleJoin us as we chat with Jenny Rozelle, an estate and elder law expert who brings a down-to-earth approach to legal planning. From her small-town beginnings to leading a successful law firm, Jenny shares how hard work and community-focus drive her success. She breaks down why estate planning matters for everyone, and gives simple, practical advice to protect what you value most.Connect with us!Jennifer Rozelle on LinkedInIndiana Estate and Elder LawJess Bost on LinkedInLake Avenue FinancialMark Newfield on LinkedIn...
2024-12-0539 minHow Did We Get Here?17. How Did We Get From Failed Classes to Fitness in Finance? with Aravind SithamparapillaiIn this episode Aravind Sithamparapillai shares his journey, facing family expectations and self-doubt as he built a career in finance. Aravind opens up about overcoming struggles, including mental health challenges, and finding his way back to university. His story shows the power of self-belief, resilience, and the importance of doing what you actually care about. Join us for a story of growth, courage, and finding purpose beyond money.Connect with us!Aravind SithamparapillaiIronwood Wealth ManagementJess Bost on LinkedInLake Avenue FinancialMark Newfield on LinkedIn
2024-11-2843 minHow Did We Get Here?16. How Did We Get From History Major to Financial Advisor? with Dennis MortonMeet Dennis Morton—a former history major, band musician, and missile operator who’s now the founder of a financial advisory firm. In this episode, Dennis talks about his winding career path from military life to finance, and shares his hard-earned lessons and stories. Learn how he found his true calling, built a new career from scratch, and used his background in empathy and communication to connect with clients. It's a story of big career changes, family support, and finding purpose.Connect with us!Dennis Morton on LinkedInMorton Brown Family WealthJe...
2024-11-1446 minHow Did We Get Here?15. How Did We Get From Answering Phones to Index Funds? with Perth TolleIn this episode, we chat with Perth Tolle, a finance trailblazer who mixes personal values with smart investing. From her time as a Fidelity advisor to creating a freedom-focused index for emerging markets, Perth’s journey shows how staying true to your beliefs can lead to success. We also talk about taking risks, changing careers, and how community support can help you bounce back from challenges. Listen for tips on investing, new markets, and the power of connections.Connect with us! Perth Tolle on LinkedInLife + Liberty IndexesJess Bost on Lin...
2024-11-071h 04How Did We Get Here?14. How Did We Get From Investment Banker to Artist? with Dave RossJoin us as Dave Ross shares his unique journey from asset management to transportation executive to artist. He talks about chasing impact over following a set career path, the value of self-awareness, and learning from mentors. We also dive into career transitions, personal growth, and lessons from 2020 on finding clarity and building strong relationships. This episode offers practical tips to help you align your career with who you want to become.Connect with us! Dave’s ArtDave’s SubstackJess Bost on LinkedInLake Avenue FinancialMark...
2024-10-3151 minHow Did We Get Here?13. How Did We Get From Pageant Queen to Queen of Alts? with Shana Orczyk SisselJoin us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and balancing life as a single mom, offering valuable insights for anyone looking to succeed in finance and beyond.Connect with us! Shana Orczyk Sissel on LinkedInBanríon Capital ManagementJess Bost on LinkedInMark Newfield on Li...
2024-10-241h 09How Did We Get Here?12. How Did We Get From Astrophysics to Editor-in-Chief? with Lara CriggerIn this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her dog after Hurricane Katrina, and the lessons she’s learned about leadership and building strong teams. Her story is full of inspiring career advice!Connect with us! Lara Crigger on LinkedInShoe Leather by Lara CriggerJess Bost on...
2024-10-1752 minHow Did We Get Here?11. How Did We Get From Internet Newbie to Nitrogen? with Aaron KleinAaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and innovation, as well as the challenges of leading through tough times like the COVID-19 pandemic. He also reflects on taking time off for family, finding balance, and the emotional side of risk in both investing and life.Connect with us! Aaron Kle...
2024-10-101h 16How Did We Get Here?10. How Did We Get From Dishwasher to CFA®? with Derek HagenIn this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and balancing full-time work with further education. Derek also highlights the importance of using wealth to improve life rather than as a goal itself. It’s a powerful conversation about resilience, smart decisions, and finding purpose in your work.Connect with us! ...
2024-10-031h 00How Did We Get Here?9. How Did We Get From Farm School to Financial Planner? with Cullen RocheIn this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset.Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how moving to California became a pivotal turning point in his career. He also dives into the significance of macroeconomics in personal investing, key lessons from the 2008 financial crisis, and the value of patience and resilience when managing finances.Con...
2024-09-261h 20How Did We Get Here?8. How Did We Get From Concert Promoter to CFP®? with Nick GertsemaIn this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding one's true calling.The episode dives into investing tips from legends like Warren Buffett and George Soros, stressing the importance of staying disciplined in unpredictable markets. We cover strategies like tax loss harvesting, managing emotions in finance, and the value of seeking professional...
2024-09-1947 minHow Did We Get Here?7. How Did We Get From Paperboy to Wall Street? with Bob SeawrightIn this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey from an unsatisfying legal career to finding his true passion on Wall Street. Filled with stories, wisdom, and practical advice, this episode is perfect for anyone looking for inspiration on how to follow their dreams and stay true to their...
2024-09-1247 minHow Did We Get Here?6. How Did We Get from Gender Bias to Thriving in Finance? with Arlene MossIn this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses balancing work with family and the importance of mentors. This episode is filled with personal stories and practical advice for anyone looking to stay authentic in their career.Connect with us! Arlene Moss on LinkedInJess Bost on...
2024-09-0538 minHow Did We Get Here?5. How Did We Get From Furniture Mart to Finance? with Stoy HallWhat if everything you know about money is wrong? Join us as Stoy Hall, the founder of Black Mammoth and host of the NoBS Wealth podcast, shares his story—from growing up with a hardworking single mom to delivering appliances. Stoy's experiences teach us what real wealth means. We also explore four common money mindsets and how they shape your financial decisions. This episode will help you rethink your relationship with money and show you how to aim for true financial freedom and happiness.Connect with us! Jess Bost on LinkedInMark Newfield on...
2024-08-2937 minHow Did We Get Here?4. How Did We Get From Proofreading to Morningstar? with Christine BenzIn this episode of "How Did We Get Here?", we chat with Christine Benz, an expert in retirement and investment planning. Christine shares her unique career journey, starting from proofreading medical journals to building a long career at Morningstar. We explore how her dedication and curiosity led her from being a copy editor to a mutual fund analyst, and eventually, to managing a team.Christine also talks about how career changes can affect retirement savings and the importance of financial planning during these transitions. We discuss how different life experiences shape our financial decisions and why there's...
2024-08-2250 minHow Did We Get Here?3. How Did We Get From IT to Finance? with Meg BarteltIn this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more than math when it comes to money and offers tips for adjusting your financial plan as your life changes—like when you switch careers, start a family, or face unexpected challenges.We also explore how even high ea...
2024-08-1543 min
Take Back Retirement96: Surviving Financial Infidelity with Jess Bost"Financial infidelity is in the category of infidelity and the root of it is a hiding and a lying about the truth." Join our hosts Stephanie McCullough and Kevin Gaines as they chat with Jess Bost, CFP at Lake Avenue Financial. She's spent over 15 years coaching people to get from where they are to where they want to be. It's a passion that finds its roots in her inspiring journey to overcome her own financial struggles. For Jess, those struggles revolved around one of the toughest periods in her life: dealing wi...
2024-08-1553 minHow Did We Get Here?2. How Did We Get from Film to Finance? with Dave NadigEver wondered what it takes to make a big career shift or take a life-changing sabbatical? In this episode, we chat with Dave Nadig, who shares his journey from Hollywood screenwriter to finance professional.Dave talks about pursuing an MBA and diving into finance, showing how understanding money and embracing the unknown can lead to unexpected, fulfilling careers. We explore how curiosity, inspired by Richard Feynman’s advice, and facing fears, like those after 9/11, shape our professional lives.We also cover the practical side of taking a career break, focusing on financial planning for sabbaticals. Di...
2024-08-0829 minHow Did We Get Here?1. How Did We Get Here?Ever wonder how a college dropout becomes a top financial advisor? In the very first episode of "How Did We Get Here?," hosts Jess Bost and Mark Newfield share their own remarkable career journeys. From Mark's days under the hood of cars to his rise in finance, you'll find inspiration in their stories. Jess adds a heartwarming touch with an anecdote about her daughter's long-distance relationship, highlighting life's unpredictable connections.We dive into the blend of luck and planning that brought this podcast to life, offering key financial insights and practical advice from sabbaticals to retirement. Jess...
2024-08-0119 min
FinServ Podcast13. Charting a Path in Finance: Utilizing CommunityThe journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of whether you’re a mentor or mentee. From battling imposter syndrome to creating organic growth, Episode 13 of the FinServ Podcast highlights the transformative power of community, especially for financial advisors. Through the lens of Jess and Gracelynn, we delve into the...
2024-04-1133 min
ETF Expert Corner Archives | ETF Prime PodcastAlpha Architect’s Jess Bost Talks Model Portfolio ConstructionJess Bost, Vice President of Strategic Partnerships at Alpha Architect, offers her unique framework on model portfolio construction and selecting ETFs.
2024-04-0222 minETF PrimeAlpha Architect’s Jess Bost Talks Model Portfolio ConstructionJess Bost, Vice President of Strategic Partnerships at Alpha Architect, offers her unique framework on model portfolio construction and selecting ETFs.
2024-04-0222 minETF PrimeEquity ETFs, Proxy Voting, & Model Portfolio ConstructionVettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.
2024-04-021h 09ETF PrimeEquity ETFs, Proxy Voting, & Model Portfolio ConstructionVettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.
2024-04-021h 09ETF PrimeEquity ETFs, Proxy Voting, & Model Portfolio Construction
VettaFi’s Todd Rosenbluth walks through the latest advisor polling data from their recently held Equity Symposium, highlighting several equity ETF categories. Troop’s Felix Tabary explains how the firm is making it easier to build and apply custom proxy voting policies across portfolios. Alpha Architect’s Jess Bost offers her unique framework on model portfolio construction and selecting ETFs.
2024-04-0200 min
Just Press RecordEmbracing Your Authentic Self with Tom Morgan and Jess BostIn this podcast, Jess Bost, Tom Morgan and I dive into the concept of best self versus favorite self that Robin Arzon introduced in her interview with Adam Grant. We explore how trauma can spark transformative life changes, the importance of narrowing your focus to what's most fulfilling even if it goes against societal expectations, and the role mentors play in giving people space to flourish. We also discuss team dynamics, communication, and how the hero's journey plays out in group settings. Ultimately, it's about aligning your personal identity, finding your niche in a diverse ecosystem, and letting go...
2024-04-021h 05
Two Quants and a Financial PlannerTen Simple Lessons from Fama and FrenchAcademic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this episode, we are joined by Alpha Architect's Jess Bost to help us pull those core lessons out of the work of Eugene Fama and Ken French. We discuss ten timeless lessons investors can take from their research and look at some simple examples that make them easy to understand. We also look at what it all means for investors from both a portfolio construction and financial planning perspective.
2024-03-111h 03
Money ChroniclesChapter 4: Being Self-Taught and Unpacking Religion’s Impact, with Jess Bost of Alpha ArchitectForgive them listeners, for our Money Chronicles co-hosts have sinned. In this episode, Johnny Sandquist and Torie Happe sit down with Jess Bost of Alpha Architect and spill the secrets of what they were really thinking when the collection plate landed in their lap at church as a kid.We unpack a lot with Jess as we chat about how our money lessons we learn as a child are intertwined in multiple channels: religion, personality, parents and more.Jess is Vice President of Strategic Partnerships ...
2023-10-2420 min
On the Circuit17. Adam Holt and Jess Bost on Navigating the Future of Finance with Tech and TrustThis episode features Jess Bost, RICP®, VP of Strategic Partnerships and Client Success at Alpha Architect, as she shares her journey as a passionate financial professional with years of experience under her belt and deep relationships formed on authenticity.Our second guest is a true financial planning enthusiast with an impressive background: Adam Holt, CFP®, ChFC®, CEO & Founder at Asset-Map. His passion for helping advisors earn trust quickly led him to create a unique platform that a...
2023-05-1750 min
Functional Retirement PodcastEp 005: Exploring Investment Management, Factors, and Behaviors In Fitness With Jess BostIn this episode, our guest, Jess Bost from Alpha Architect, shares how she found her way into the world of finance through the social media platform Twitter. She recalls her journey from building a career in finance to helping advisors establish meaningful portfolios for their clients.Jess is a Crossfit coach and the Twitter master for converging financial planning and fitness, and you’ll hear how she helps people get from where they are to where they want to be, both physically and financially. We also discuss our insights into merging health and wealth an...
2023-05-1250 min
Harbor, Pepperdine Bible LecturesAnd Also Some Women...” (Luke 8:2). A Panel Conversation with Several of Our Women Pulpit MinistersTeacher: Amy Bost Henegar
Panelists: Candace Nicolds, Jess Lowry, Tiffany Dahlman, Cheryl Russell
You may have attended classes about woemn in ministry, heard from elders who have led change for inclusion in their congregations, studied the theology behind it with scholars, even heard from churches with female elders. But this panel invites you in to a unique conversation with several of the women who are currently serving as pulpit ministers in our churches. a diverse array of questions will be asked and honestly answered, including the questions you bring!
2023-05-0445 min
The Financial Harmony™ PodcastE10: Four Reasons Your Stories Make Money Seasons w/ Jess Bost, RICP®Financial advice requires a financial planning process that includes discovering how you think, feel, and behave with money and your life and money alignment. The investigation is–past, present, and future. Life is a journey of life events and life stages–seasons. The seasons of trial, triumph, transition, and transformation serve as an inspirational willingness to align your money with your life aspirations. The Four Reasons Your Stories Make Money Season is the connective glue that gives your money life assignments. Dr. Cherry has a candid and compassionate conversation with inspiring and introspective special guest Jess...
2023-03-0436 min
The Breakthrough Factor with Jess BostFinding Your Voice with Sonya DreizlerToday's guest is my friend and colleague Sonya Dreizler. She grew up in financial services through her family, but then branched out and worked all the way up to being CEO of a broker dealer. She spent six years after that as a consultant in the industry and now is one of the co-founders of CHOIR, a diversity tech platform for financial services. She has so much experience that she brings to this conversation, but even more than that, she has one of the most generous spirits when it comes to having candid and true and authentic conversations about...
2023-02-2851 minThe Breakthrough Factor with Jess BostStarting Your Own Firm: Because You [Had] To with Mike GarrySometimes the industry of finance is a hot mess. And there have been many times that I've thought about whether or not this is truly the place for me to try and make an impact or leave a legacy or whatever it is that we are out here attempting to do with our lives on a day to day basis. And it's in moments like that where people like Mike Garry have crossed my path. The industry may be a mess but let me tell you -- it is filled with people who have good hearts and who want...
2023-01-2332 min
Between Now and Success10 Key Ideas From My Top Podcasts of 2022Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. In 2022, I published 45 shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). You'll hear ideas from: Lisa Salivi Denise Shull Scott Keller and Vik Malhotra Scott Hanson Julia Boorstin Carrie Melissa Jones Lynne Twist Jess Bost Dr. Preston Cherry Rachel Robasciotti Full show notes: https://stevesanduski.com/top-podcasts-of-2022/
2023-01-0429 minThe Breakthrough Factor with Jess BostBook Club Series: Bob DePasquale on the Secrets to Utilizing Tech for Good and Being Radically GenerousHello friends. I am absolutely delighted - and I use that word intentionally today - DELIGHTED for you to meet my next podcast guest. Bob DePasquale, also known as “The Generosity Guy” reached out to me many moons ago when he was crafting together this book that we are going to talk about today. At the time, he knew way more about me than I knew about him, which was super intimidating…but as you’re about to find out when you listen to him, it only took about fifteen seconds for me to feel like we’d been friends ou...
2022-12-2149 minBetween Now and SuccessOvercoming Heartbreak Through CrossFit and Positive Psychology with Jess BostThere's no one predefined path that will lead us through the challenges and heartbreaks that we all face in life. Often times the best that we can do is learn to accept and explore our emotions while remaining open to the opportunities in front of us. That willingness to explore and grow can help us heal, and help us redefine who we are going forward. In today's adventure episode, I talk to Jess Bost, VP – Brand Partnerships at Alpha Architect, a research-intensive asset management firm. Jess is also the host of The Breakthrough Factor podcast, a CrossFit co...
2022-12-141h 17The Breakthrough Factor with Jess BostBook Club Series: "Just Keep Buying" with Nick MaggiulliToday we kick off this book club series. I wanna find a book that's interesting to me, bring it to you and give you access to the author. So that is what we're doing today. I have Nick Maggiulli with me. He is @ dollarsandata on Twitter and also on Instagram. And what he does especially well, is interpret data in a meaningful and relevant way. But what he's done recently is compile a lot of his blog posts into a book called "Just Keep Buying." And this book is really special because it takes the concepts of fi...
2022-11-1129 minThe Breakthrough Factor with Jess BostEverything Has a Purpose: Manifesting Your Purpose with Justin CastelliJoin me and Justin Castelli as we talk about how manifestation has impacted his family, his basketball trajectory, his career, and ultimately his personal life and pursuit of his passions. We unpack the parallels (and the differences) between manifestation and optimism, and talk a lot about what it is (and isn't) - if you're looking for a breakthrough and trying to turn something you're passionate about into reality, or even if you just love interesting and inspiring conversations, this is definitely the episode for you.Investments involve risk. Principal loss is possible. This information is p...
2022-10-2859 minThe Breakthrough Factor with Jess BostEverything Has A Purpose: David Auerbach on Navigating Challenging Work EnvironmentsWe're kicking off a new series on the podcast called "Everything Has A Purpose" and the goal is to help our listeners connect the dots through their whole story and see how everything - the hard stuff AND the good stuff - has been an important part of getting them to where they are today.Today's guest is David Auerbach, the Managing Director at Armada ETFs (www.armadaetfs.com). David knows a thing or two about how your career can go from the highest highs to the lowest lows, and how you can find yourself contemplating things y...
2022-09-081h 12
In the SuiteEP 71 Building Strength and Breaking Through Barriers with Jess L. Bost, RICP®, VP of Partnerships at Alpha Architect and CrossFit CoachSend us a textToday we welcome Jess Bost In The Suite, Vice President of Brand Partnerships at Alpha Architect and part-time CrossFit coach. Today's podcast begins with Jess explaining how she got into CrossFit. While Jess graduated with a Bachelor of Science in Psychology degree from Berry College, she found CrossFit during a traumatic time in her life. She was forty pounds overweight, and running in her asthmatic condition wasn't helping her get out of her depressive phase. When she joined CrossFit classes, it transformed her life. It kept her physically healthy and mentally s...
2022-09-031h 26
Courage Over ConventionSecular Faith Structures: Part IWhat do you do in a high-stakes game when the future is, by definition, entirely unpredictable?
Shoutouts in this episode: Dr. Ben Hunt, Dunn Capital, Chesapeake Capital (Jerry Parker), Corey Hoffstein, Meb Faber, Rob Arnott, and Jess Bost!
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2022-07-1015 minThe Breakthrough Factor with Jess BostA Relentless Pursuit of Better with Mark Newfield Pt. 2Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better. Get to Know Mark:Mark started his professional work life as a consultant w...
2022-06-2340 minThe Breakthrough Factor with Jess BostA Relentless Pursuit of Better with Mark Newfield Pt 1Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better. Get to Know Mark:Mark started his professional work life as a consultant...
2022-06-2337 minThe Breakthrough Factor with Jess BostKeep Grinding on Your Goals with Justin Green Pt. 2Justin and I share a similar passion: examining the intersections of fitness and finance. His journey has taken him down the path of becoming a financial planner for fitness professionals, and his work in this space is creating solutions for both in-person and online fitness coaches, along with inspiring other financial advisors who have decided to build a planning firm specifically for a focused community.Get to Know Justin:Justin founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. He's passionate about helping...
2022-06-1740 minThe Breakthrough Factor with Jess BostKeep Grinding on Your Goals with Justin Green Pt.1Justin and I share a similar passion: examining the intersections of fitness and finance. His journey has taken him down the path of becoming a financial planner for fitness professionals, and his work in this space is creating solutions for both in-person and online fitness coaches, along with inspiring other financial advisors who have decided to build a planning firm specifically for a focused community.Here's a little about Justin!Justin founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. He's...
2022-06-1737 minThe Breakthrough Factor with Jess BostFinding Your Tribe with Ramona Maior pt. 2Ramona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world. "Life is not about waiting for the storm to pass... it is learning to dance in the rain."- Pema ChodronRamona Maior has always been passionate about s...
2022-06-1023 minThe Breakthrough Factor with Jess BostFinding Your Tribe with Ramona MaiorRamona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world. "Life is not about waiting for the storm to pass... it is learning to dance in the rain."- Pema ChodronRamona Maior has always been passionate about s...
2022-06-1037 minThe Breakthrough Factor with Jess BostDaring to Be Yourself with Curtis BaileyIn this episode, Curtis gets real with why he left the broker-dealer world and started his own investment firm dedicated to helping people connect their wealth with building a life they love.A little about Curtis: Curtis is the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm, where he focuses on helping working professionals and retirees improve their financial life. Before launching Quiet Wealth Management, Curtis was a Portfolio Manager and Advisor at UBS Financial Services and started his career at Merrill Lynch. His experience and expertise hel...
2022-05-2748 minThe Breakthrough Factor with Jess BostWelcoming Imposter Syndrome with Carl Richards pt 2This is pt. 2 of a 2 part series, so make sure you listen to part 1 as well! As crazy as it seems, the best way to deal with imposter syndrome may be to welcome it. Listen in as Carl Richards shares how the imposter nearly wrecked, but then ultimately catalyzed his career as a creator, speaker, author and influencer in the world of finance. Here's a little about my guest today: Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also be...
2022-05-2149 minThe Breakthrough Factor with Jess BostWelcoming Imposter Syndrome with Carl Richards pt 1As crazy as it seems, the best way to deal with imposter syndrome may be to welcome it. Listen in as Carl Richards shares how the imposter nearly wrecked, but then ultimately catalyzed his career as a creator, speaker, author and influencer in the world of finance. A little about my guest today! Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent ke...
2022-05-2158 minThe Breakthrough Factor with Jess BostSuccess Doesn't Come To Chickenshits With Scott Baumann Part 1In this episode, Scott and Jess discuss the ups and downs of being an entrepreneur, understanding the important of financial literacy, the cost of trading dollars for time, and the impact you can have by finding the thing you were born to do on this planet.Scott is the Owner and Founder of Iron Legion Strength CO, a personal training gym in Westbrook, Maine. When COVID hit, Scott launched an apparel company, “NOT Born This Way Apparel” and started his Personal Coaching Business called “Success Doesn’t Come to Chickenshits” to help other entrepreneurs and gym owners. He runs a...
2022-05-1320 minThe Breakthrough Factor with Jess BostSuccess Doesn't Come to Chickenshits With Scott Baumann Part 2In this episode, Scott and Jess discuss the ups and downs of being an entrepreneur, understanding the important of financial literacy, the cost of trading dollars for time, and the impact you can have by finding the thing you were born to do on this planet.Scott is the Owner and Founder of Iron Legion Strength CO, a personal training gym in Westbrook, Maine. When COVID hit, Scott launched an apparel company, “NOT Born This Way Apparel” and started his Personal Coaching Business called “Success Doesn’t Come to Chickenshits” to help other entrepreneurs and gym owners. He runs a...
2022-05-1330 min
Healthy AdvisorThe Healthy Advisor: Finding Healing in the Gym With Deadlifter Jess BostJess Bost found CrossFit during a traumatic time in her life. About her workouts, she says, “I went to the darkest place I could, and I fought my demons in that place.”
CrossFit, which stands for cross-discipline fitness, became her bridge to healing.
In this episode, Diana Britton is joined by Jess Bost, the vice president of brand partnerships at Alpha Architect and part-time CrossFit Coach. Here, she opens up about how her experience with intense workouts and a supportive community gave her the outlet she needed during a time of profound grief. She also shares...
2022-05-1131 minThe Breakthrough Factor with Jess BostTrusting Yourself To Do The Damn Thing With Danika WaddellIn this episode, I talked with Danika Waddell, a Certified Financial Planner who focuses her time on helping women step into their power and build confidence in managing money. Danika’s venture into finance, though it seems fated, had many moments of frustration that eventually led to her deciding that the career risk of entrepreneurship was actually far less than the career risk of working for someone else.Show Notes:1) "The Investor's Paradox" by Brian Portnoyhttps://www.amazon.com/Investors-Paradox-Simplicity-Overwhelming-Choice/dp/113727848X2) XY Planning Networkhttps://www.xyplanningnetwork.com/From early on, Danika's family set the tone for having money conversations, ev...
2022-05-0634 minThe Breakthrough Factor with Jess BostSuccesses Happen When You Just Keep Showing Up With Treyton DeVoreTreyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com...
2022-04-2927 minThe Breakthrough Factor with Jess BostSuccesses Happen When You Just Keep Showing Up With Treyton DeVore Part OneTreyton has persisted through difficult moments (like having his car stolen) in the quest to build a financial planning business. He may be one of the best "creators" in the financial services space, but listen to his story and you'll find out that none of that would've been possible without an incredible work ethic and willingness to just keep showing up. Links from the show:https://www.amazon.com/SPEED-TRUST-Thing-Changes-Everything/dp/1416549005https://www.artofmanliness.com/career-wealth/career/so-you-want-my-job-financial-planner/https://www.kitces.com/blog/setting-up-an-ria-and-starting-a-new-financial-planning-practice-on-less-than-10000/https://www.kitces.com/blog/category/17-nerds-eye-view/https://www.justincastelli.io/blog/the-genesis-of-allstreet-wealthhttps://www.treytondevore.com...
2022-04-2916 minThe Breakthrough Factor with Jess BostMaking Money Matter with Ryan KruegerRyan is one of those people that improves your life a little more every time you meet him. So, this podcast was partly a chance for me to do just that.There are SO many moments in this conversation where I paused and tried to tuck his wisdom away in a place I'd never forget it. Through family and life and business, Ryan has relentlessly pursued this idea of staying curious. And I'm absolutely certain that that quality has given him more opportunities than most people will have in an entire lifetime. It applies to the whole spectrum of life...
2022-04-2622 minThe Breakthrough Factor with Jess BostGhost Writing in Financial Services with Johnny SandquistIt didn't surprise me at all that Johnny and I had one of the easiest podcast conversations to date. He's a marketing guy with a pretty cool niche in financial services - brand building, design, messaging, and in some cases "ghost writing," for financial firms.The journey to becoming a business owner, hiring employees, and the stressful moments that come with it are no ghost story though. In this episode Johnny opens up the behind-the-scenes stories and drops a ton of wisdom he's learned along the way.Johnny has been working with RIA firms and advisor technology firms since 2009, helping...
2022-04-2619 minThe Breakthrough Factor with Jess BostPressing on in the Middle of Layoffs with Mark AbssyI met Mark in person for the first time at Exchange ETF in Miami, and instantly knew he wasn't the "stodgy" investment guy that you might run across at one of these events. On a whim, I asked if he'd like to do a podcast with me, and I'm so glad I did. Hearing his story reminded me once again that - no matter what career you have or how brilliant you are with your work (he is!) - at the end of the day, everyone is a human and has had to walk through difficult moments in order to...
2022-04-2634 minThe Breakthrough Factor with Jess BostInvesting in Freedom with Perth TolleIn this episode, Perth and I take the conversation back to how she began her career in finance. As we go through her story, it becomes obvious that her business is a passion project. From being a single parent with very little family support to being a minority pushing against closed doors to start a fund she believed in, Perth has had to be incredibly persistent to see her dreams come to life. Perth Tolle is the founder of Life + Liberty Indexes. Through working in private wealth management at Fidelity Investments, and living and working in Beijing and Hong...
2022-04-2631 minThe Breakthrough Factor with Jess BostHelping Artists in Need of Financial Planning with Colton EthertonAs a new financial advisor, finding a niche can be important for building your confidence and your success. Sometimes, the day-to-day of your financial planning firm just aren't right for you. Today, I talk with Colton Etherton, who did just that when he specialized his financial planning practice around helping artists, specifically: Tattoo Artists.. What are the best tips, tricks, and lessons learned through experience? Find out in this episode of The Breakthrough Factor.For full disclosure statement, visit www.alphaarchitect.com/disclosures/
2022-04-0431 minThe Breakthrough Factor with Jess BostFinancial Planning for Sex Workers with Lindsey SwansonAs a new financial advisor, finding a niche can be important for building your confidence and your success. Today, I talk with Lindsey Swanson, who did just that when she decided to specialize her financial planning practice around helping sex workers. What are the best tips, tricks, and lessons learned through experience? Find out in this episode of The Breakthrough Factor.For full disclosure statement, visit www.alphaarchitect.com/disclosures/
2022-04-0440 minIn the Suite60. Social Media Savviness for Financial Advisors and Women In Finance with Courtney McQuade, Consultant, Social Solutions for Financial ServicesSend us a textWe’re so happy to have Courtney McQuade in our podcast tonight. Courtney is a dedicated and savvy social media consultant within the independent financial advisory community and Social Media strategist at CityWire USA. She helps financial advisors tap opportunities and reach their target audience by developing their social media strategies. The podcast begins with Courtney sharing with us how the financial landscape has evolved over the years. She reminisces that when she joined the industry, men were brokers, women were the sales assistants, and it was all about selling stocks. 20 yea...
2021-12-0452 min
Dollars and Dumbbells - Profit and Wealth Tips for Online Health and Fitness Coaches#7 - The Parallels Between Fitness Coaching and Financial Planning w/ Jess BostIn this episode, I'm joined by Jess Bost, a financial planner and VP of Brand Partnerships at Alpha Architect to chat about the parallels between fitness coaching and financial planning. Jess previously managed a Crossfit gym and currently coaches teen athletes.
Jess shares the sacrifices that led her to changing careers and becoming a financial planner. We discuss how many of her skills as a coach transferred over to financial planning.
She emphasizes the importance of financial flexibility and saving for your future self and not just saving for retirement.
Jess on Twitter
2021-11-2455 min
"What In The Wellness?!" A global perspective on integrative health &wellnessHosted by Ansley KnopfFitness and Financial Health with Jess BostIn this episode, I get to sit down and have a FANTASTIC conversation with Jess Bost, RICP®, CFP Candidate®Jess's company is called "Wealth is Strength" her tagline? "Building wealth is like building strength- let's do it together."Jess is a female entrepreneur, mom, Cross-fit coach and athlete AND a financial planner. Pretty much, an all-around badass. Jess started out with a love and passion for helping others reach their goals for their lives through health and fitness, and coaching them along their journey. As her own journey evolved, she found a new way to help folks take their health to a...
2021-02-111h 03
The Advisor Of TomorrowA Group Chat: Discomfort Around SellingInspired by a tweet, this conversation brings together financial advisor Jess Bost, Jude Boudreaux, CFP®, and Dr. Joy Lere to talk about the discomfort many financial advisors have around "selling". We discuss how to overcome this feeling, position yourself beyond a salesperson, and establish relationships that have nothing to do with selling.
2020-10-1546 min