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For The Wealth of It
For The Wealth of It episodes
- From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
Josh 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 mission
Guest: Josh Passler
Website: https://www.thefinartist.com/
Instagram: https://www.instagram.com/josh.finart/
X: https://x.com/TheFinArtist
LinkedIn: https://www.linkedin.com/in/finart/54 min - The Business Owner's Reality Check with Jerry Petrick
Podcast Guest:
Jerry Petrick
Certified Business Advisor
America's SBDC - Washington
https://wsbdc.org/advisors/jerry-petrick/
Resources mentioned in this episode:
Find your local SBDC Advisor
The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It
Nolo.com58 min - Improving Your Relationship with Money with Financial Therapist Ashley Quamme
Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™
https://www.linkedin.com/in/ashley-quamme
The Wealthy Marriage
https://www.thewealthymarriage.com/
[email protected]
https://www.instagram.com/thewealthymarriage/
https://www.facebook.com/thewealthymarriage
Beyond the Plan
https://www.beyondthefp.com/
https://www.linkedin.com/company/beyond-the-plan/
https://twitter.com/bamconsults
https://www.instagram.com/beyondthefp/
Planning & Beyond Podcast
https://www.planningandbeyond.com/53 min - 27 min
- Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
Episode 4 with Colin Koach
Email: [email protected]
Social Media:
https://www.linkedin.com/in/colinkoach/
1 hr 2 min - Living Big by Going Small w/ Tiny House Adviser Laura Lynch
Episode 3 with Laura Lynch
Email: [email protected]
Website: https://www.thetinyhouseadviser.com/
Social Media: https://www.linkedin.com/in/tinyhouseadviser/
Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast
53 min - Building Wealth through Real Estate with Kirk Godman
Episode 2 with Kirk Godman
Email: [email protected]
Phone: (360) 798-0184
Social Media:
https://www.instagram.com/kirkgodman/
https://www.facebook.com/godmanrealestate/
47 min - Leaving Wall Street to Find True Wealth with Cara Macksoud
Episode 1 with Cara Macksoud
Email: [email protected]
Website: https://www.moneyhabitudes.com/
Social Media: https://www.linkedin.com/in/caramacksoud/
1 hr 14 min
About For The Wealth of It
From the publisher's feed
Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you…
with knowledge, and keep it laid-back. It’s not just about money, it’s about life!
Hosts:
Jared Tanimoto, CFP®
Sedai Wealth
530 Technology Dr, Suite 100
Irvine, CA 92618
Jay Boekeloo, CFP®
High Note Financial
418 W Main St #1224
Battle Ground, WA 98604
Disclosures:
Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.