Shows
Wealth Unplugged018: Why You Probably Need Life & Disability Coverage with Peachie Thompson“The healthier you are, the cheaper it is. The younger you are, the cheaper it is. When you get some sort of disease, the more premium you’ll have to pay. There is no workaround for that.”Our host, Joey Loss, interviews Peachie Thompson, founder of Peach Insurance Services, on why life and disability insurance are foundational for sound financial planning, especially for young families.Peachie makes it clear that the younger and healthier you are, the cheaper insurance is. Yet, many delay action until it’s too late.She tells th...
2025-05-2844 min
The Realtor Success BlueprintElevate With Us with Peachie ThompsonSend us a text𝗠𝗲𝗲𝘁 Peachie- As a business owner, having insurance is crucial for your heirs' security. It ensures the continuation of business operations in case of your unexpected passing, settles any outstanding debts or obligations linked to the business, and provides financial stability for your family. Additionally, it can help cover estate taxes and expenses, easing the transition of ownership to your heirs without burdening them with significant financial responsibilities. Ultimately, it safeguards both your business legacy and your family's financial future.. Support the show
2024-12-0223 min
Just Peachie ShowEconomic and Market Update April/May 2023Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.
2023-05-1039 min
Just Peachie ShowGreenwise: Peachie's Favorite Groceryhttps://www.peachinsurance.net/Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping. They talk about how Greenwise is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as how to make the most out of this uniquely awesome store. There's a rumor that the store is getting converted into a regular Publix. Now is the time to watch this episode before it's too late.
2023-04-2728 min
Just Peachie ShowSelling your own RIA (Registered Investment Advisor) firmPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.
2023-04-1231 min
Just Peachie ShowPinay Power: Interview with a lawyerhttps://peachinsurance.net/just-peachie-showPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.
2023-03-2234 min
Just Peachie ShowAging and long term care for womenhttps://peachinsurance.net/just-peachie-showPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.
2023-03-1729 min
Just Peachie ShowWorking with a real estate agentPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.
2023-02-0721 min
Just Peachie ShowGet in the flowPeachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow". What it means for advisors, business owners, employees, employers and clients. They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.
2023-01-2042 min
Just Peachie ShowIncapacity Planning for AllIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.
2022-11-0133 min
Just Peachie ShowFinancial Considerations for the FamilyIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world.
2022-10-1834 min
Just Peachie ShowNavigating Divorce & Finances as a WomanIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.
2022-10-0331 min
Just Peachie ShowDisability InsuranceIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a tool to protect your income.
2022-09-1938 min
Just Peachie ShowEntrepreneurship & Legal ConsiderationsIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship.
2022-09-0640 min
Just Peachie ShowVolatilityPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.
2022-08-2330 min
Just Peachie ShowFinancial Planning Profession for Career ChangersIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.
2022-08-0930 min
Just Peachie ShowReal Estate & Airbnb InvestmentIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.
2022-07-2232 min
Just Peachie ShowFinancial Considerations for ImmigrantsIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham.
2022-07-1230 min
Just Peachie ShowThe State of FlowPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the 'flow' and Director of Partnerships of XYZ Planning Network, Mr. Jordan Hutchinson
2022-06-2840 min
Just Peachie ShowHow to Counter InflationIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.
2022-06-1328 min
Just Peachie ShowStudent LoansIn this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.
2022-06-0134 min
Just Peachie ShowOpioids and FinancesPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, who has been in the insurance brokerage business for 23 years.
2022-05-1329 min
Just Peachie ShowRaising Empowered and Compassionate KidsPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a dedicated educator, Jo Lawson, Director and Facilitator of Sapna Academy. They talk about the self-directed learning and its benefits for the development of children and its difference from traditional learning. Empowerment of children and instilling a sense of compassion and empathy were also one of the topics.
2022-05-0330 min
Just Peachie ShowJust Peachie Ep#11: Prioritizing Health for High Performance w/ Dr. Vasco ValovPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome health consultant, Dr. Vasco Valov, Founder of Abundant Life Health Center. They talk about high-performers and how he is able to help them and some health tips for people who wants to turn their health around.
2022-04-1826 min
Just Peachie ShowJust Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita. They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.
2022-04-0429 min
Just Peachie ShowJust Peachie Ep#9: Meal Planning with Alexia LewisPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.
2022-03-2227 min
Just Peachie ShowJust Peachie Ep#8: Women and Financial Planning with Bridget Venus Grimes, CFP®Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They talked about financial issues of professional women especially women in executive positions. Financial anxiety was also tackled during their discussion.
2022-03-0724 min
Just Peachie ShowJust Peachie Ep#7: The Financial Planning Profession with Ron Heymann, Jr. CFP® ChFCPeachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner.
2022-02-2237 min
Just Peachie ShowJust Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy!
2022-02-1021 min
Just Peachie ShowJust Peachie Ep5: An Integrated Approach to Wealth Management w/ Beverly Whitman, CPA, CFP® & Adam Drake, CFAPeachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do have them integrated. Also, here you will learn one key difference between a fee-based financial planner and fee-only financial planner.
2022-01-2426 min
Just Peachie ShowJust Peachie Ep4: Innovation with Sara FrascaPeachie interviews global innovation expert and award-winning entrepreneur, Ms. Sara Frasca. They talk about innovation, how to think outside the box, a positive disruption tool and how a restaurant called Trasca & Eatery thrived during the recent pandemic.
2022-01-1033 min
Just Peachie ShowJust Peachie Ep3: Cross-border Financial Planning w/ Marina Hernandez, EA, CFP, CEPAPeachie and Marina talk about global financial planning and some things to think about before becoming a US citizen. Learn about tax requirements, financial considerations and insurance planning if you are a Swiss American living in the US or a Swiss citizen living in the US. Curious about Comilonas?
2021-10-2645 min
Just Peachie ShowJust Peachie Ep2: A glimpse into a fiduciary financial advisor's mind w/ Sean GuldiWhat is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors? What is a fee-only advisor? How do financial advisors get paid? Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®. In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.
2021-10-1533 min
Just Peachie ShowJust Peachie Ep1: Trusts Wills & Estates with Bill O'Leary, EsqIs estate planning just for the super wealthy? When and how do I get a will done? What is a trust? Peachie interviews esteemed estate planning attorney Bill O'Leary. In this inaugural episode, they demystify trusts, wills and estates for you.
2021-10-1543 min
The PASS BTEpisode 214Send a textBlue Yeti Microphone: http://www.bluemic.com/products/yeti/Spreaker (where my podcasts are stored): http://spreaker.comPodcast Page: http://passpodcast.comSubscribe to iTunes: http://getpodcast.reviews/id/1129939263The show must go on, which means that Tiger must return to winning form. The Panthers give Eric Reid a chance. Shareef runs into a snag in his freshman year at UCLA. Most of all, Fortnite might make it to all platforms. These topics and a teenage girl finds something that no one would expect to be counterfeit...on thePASS #podcast #talker #PASSPodcast #PodcastAboutSportsNStuff #thePASS #Sports #Music...
2018-09-281h 18