Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® and Josie Allred

🎙️ Welcome to the Let's Talk Wealth Podcast! In this episode, we’re excited to welcome Deven Beck as our guest for a fantastic and inspiring conversation!

🌟 Deven is someone who brings passion, dedication, and a wealth of life experience to everything he does. Throughout this episode, he opens up about his personal and professional journey, sharing the lessons he’s learned, the values that drive him, and the insights he’s gained along the way. His story is a testament to hard work, integrity, and the power of building meaningful relationships in both business and life.

💡Whether you’re looking for motivation, practical wisdom, or just a great conversation with an genuinely good person, this episode delivers on all fronts!

💡 Have questions or want to connect with us?

📩 Contact us:

Robert Montes: [email protected]

Josie Allred: [email protected]

🌐 Visit us online for more episodes and resources:

letstalkwealthpodcast.com

nexuswealthmanagement.org

👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about wealth, success, and living a fulfilling life!

🎙️ Welcome to the Let's Talk Wealth Podcast!

In this episode, Host Robert Montes and Guest Host Josie Allred sit down with Brad Lehuta for an engaging and inspiring conversation you won’t want to miss!

🌟Brad shares his unique journey, experiences, and the lessons he’s learned along the way. From personal growth to professional insights, this conversation is packed with stories and takeaways that will motivate you to pursue your own path to a rich and fulfilling life.

💡A special shout-out to Missoula BJJ!

🤼‍♂️ If you’re in the Missoula area and looking to build discipline, confidence, and community through Brazilian Jiu-Jitsu, be sure to check them out: mslabjj.com💡

Have questions or want to connect with us?

📩 Contact us:

• Robert Montes: [email protected]
• Josie Allred: [email protected]

🌐 Visit us online for more episodes and resources:

• letstalkwealthpodcast.com
• nexuswealthmanagement.org

👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about wealth, success, and living a meaningful life!

🎙️ Welcome to the Let's Talk Wealth Podcast!

In this inspiring episode, we are honored to host Steve Berry, a retired Colonel in the military who brings incredible insight into leadership, service, and faith. Steve also shares his unique experiences serving as a Military Chaplain, where he provided guidance, support, and hope to countless individuals during times of challenge and triumph.

🇺🇸🙏Join us as we dive into:

• Steve’s journey through the ranks of the military and the lessons he learned along the way.
• His role as a Military Chaplain, offering emotional and spiritual support to soldiers and their families.
• The importance of leadership, resilience, and service in both personal and professional life.

This episode is full of wisdom, heartfelt stories, and valuable takeaways that will leave you inspired and motivated.

🌟💡 Have questions or want to connect with us?

📩 Contact us:

• Josie Allred: [email protected]
• Robert Montes: [email protected]

🌐 Visit us online for more inspiring episodes and resources:

• letstalkwealthpodcast.com
• nexuswealthmanagement.org

👉 Don’t forget to like, comment, and subscribe to join us for more engaging conversations about leadership, success, and building a wealthy, meaningful life.

🎙️ Welcome to a brand-new episode of the Let's Talk Wealth Podcast!

In this fun and insightful episode, the team takes a break from interviews and dives into the world of viral videos and online content. Join Rob, Josie, and Graysen as they review, react, and discuss some of the most talked-about finance, business, and wealth-related clips from across the internet. From TikToks to YouTube Shorts, Instagram Reels, and more, this episode is packed with laughs, advice, and thought-provoking takes!

Here’s what we cover:

1️⃣ Pool guy turned finance bro – Business credit cards and bankruptcy (9:40)

2️⃣ Roth IRA for kids – The one account every child under 18 should have (13:45)

3️⃣ Advisor fees gone wild – $270,000 for 15 hours of labor (21:36)

4️⃣ “100K in my 401k” – The Instagram Reel that sparked a debate (28:54)

5️⃣ Infinite Banking / Whole Life – Is the 401k a scam? (41:23)

6️⃣ Sovereign citizen skit – “I am a non-taxable living woman” (53:11)

7️⃣ Elon Musk’s strategy – Borrowing against stock for tax advantages (59:02)

8️⃣ Tax-fraud prison skit – A hilarious TikTok take on bad decisions (1:02:06)

9️⃣ Dave Ramsey TikTok – Breaking down his financial advice (1:04:27)

1️⃣0️⃣ Ron Swanson wisdom – Taxes and government, Parks and Rec style (1:20:30)

1️⃣1️⃣ Are 401ks a scam? – Controversial advice from Brian Luebben (1:24:50)

1️⃣2️⃣ Financial advisors and freedom – A bold TikTok claim (1:35:31)

1️⃣3️⃣ Small business owners as content creators – Why you need to be online (1:49:03)

💡 Whether you’re looking for financial tips, business insights, or just some entertaining commentary, this episode has something for everyone.

📩 Contact us:

• Josie Allred: [email protected]
• Robert Montes: [email protected]

🌐 Check out more content and resources:

• letstalkwealthpodcast.com
• nexuswealthmanagement.org

👉 Don’t forget to like, comment, and subscribe for more fun and insightful episodes about building wealth, navigating finances, and achieving success!

🎙️ Welcome to the Let's Talk Wealth Podcast!

In this compelling episode, we are joined by Ryan Nahapetian, a dedicated pulmonologist based in Missoula, Montana. With years of experience working in the ICU and clinic, Ryan shares powerful stories and insights from the medical field that will leave you inspired and informed. 🩺

During this conversation, we dive into:

• Ryan's intense experiences in the ICU, working on the frontlines of critical care.
• The challenges and rewards of practicing medicine in a community like Missoula.
• How his role as a pulmonologist has shaped his perspective on health, resilience, and life.

This episode offers a unique look into the world of medicine and the incredible work being done by healthcare professionals like Ryan. 🌟💡 Have questions or want to connect with us?📩 Contact us:

• Josie Allred: [email protected]
• Robert Montes: [email protected]

🌐 Visit us online for more inspiring content and resources:

• letstalkwealthpodcast.com
• nexuswealthmanagement.org

👉 Don’t forget to like, comment, and subscribe for more powerful conversations about success, resilience, and building a wealthy, fulfilling life.

🎙️ Welcome to the Let's Talk Wealth Podcast! In this episode, we’re excited to have Derrick Paulson as our guest! Derrick is a successful construction business owner from Missoula, Montana, a passionate Brazilian Jiu-Jitsu (BJJ) practitioner, and a devoted husband. 🏗️🤼‍♂️💍

Derrick shares his journey of building a thriving construction business in Montana while balancing his passions and personal life.

We discuss:

- The challenges and rewards of being a business owner in the construction industry.

- How Brazilian Jiu-Jitsu has impacted his mindset, discipline, and approach to life.

- Insights on maintaining balance between being a business leader, friend, and husband.

This episode is packed with motivational stories, practical advice, and a behind-the-scenes look at Derrick’s entrepreneurial and personal journey. 🌟

Please visit Letstalkwealthpodcast.com

💡 Have questions or want to get in touch with the hosts?

📩 Contact us:

Robert Montes: [email protected]

Josie Allred: [email protected]

👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about building wealth, pursuing passions, and achieving success! Shoutout to Weezle Marketing for helping with the edit of the podcast!

🎙️ Welcome to the Let's Talk Wealth Podcast! In this exciting episode, we’re joined by the talented Sam Dasios, a wedding DJ based in Missoula, Montana, with roots in beautiful Greece! 🎧🇬🇷

Make sure to Book Sam for your Wedding at djdasios.com or Call or Text him at (406) 293-1731 Sam shares his unique journey from growing up in Greece to becoming one of the most sought-after wedding DJs in Montana.

We dive into:

- How his Greek heritage influenced his energetic passion for entertaining and connection with people.

- The inside scoop on the wedding DJ industry

- His entrepreneurial mindset and how he turned his love for music into a thriving business.

This episode is full of uplifting stories, cultural inspiration, and practical advice for anyone looking to follow their passion and build a business that makes people smile. 🌟

💡 Whether you’re a music lover, entrepreneur, or just here for a great story, you don’t want to miss this!

👉 Don’t forget to like, comment, and subscribe to hear more inspiring conversations about success, creativity, and wealth-building.

👉 If you need financial help, please reach out to Robert Montes, the host of the podcast at [email protected] or Josie Allred at [email protected]

Visit our Website at Letstalkwealthpodcast.com

🎙️ Welcome to the Let's Talk Wealth Podcast!In this episode, we’re thrilled to have Mike Brown as our guest—a proud Montana business owner, veteran, and an inspiring leader in his community. 🇺🇸💼Mike shares his incredible journey from serving in the military to becoming a successful entrepreneur in Montana. He opens up about:

• The lessons he learned in the military that shaped his leadership and discipline in business.
• His experiences as a Montana business owner and the challenges of building and sustaining a business in today’s world.
• How his story can inspire others to pursue their goals with resilience, determination, and purpose.

This conversation is packed with actionable advice, motivational insights, and a look into Mike’s unique perspective on life, business, and giving back to the community. 🌟💡 If you’re looking to learn from a veteran turned entrepreneur, this episode is for you!

👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about wealth-building, success, and personal growth.

🎙️ Welcome to the Let's Talk Wealth Podcast!In this special episode, join host Robert Montes and co-host Josie Allred as they sit down for a fun and motivational conversation that'll leave you feeling inspired and entertained!

🚀This episode is all about getting to know Robert and Josie on a deeper level. They dive into:

• Their personal journeys and motivations.
• Fun and lighthearted topics to keep things upbeat.
• Powerful insights to spark your own drive and ambition.

Whether you're here for a dose of inspiration, a few laughs, or just to hang out with your favorite hosts, this episode has it all!

💬 Let us know your favorite part in the comments!

👍 Don’t forget to like, share, and subscribe to catch more inspiring episodes with Robert and Josie.

🌟 Stay tuned—this is just the beginning of something amazing!

[email protected]

[email protected]

🎙️ Welcome to Let's Talk Wealth Pod! In this episode, we sit down with Zach Gratton, a passionate and driven real estate agent from Missoula, Montana, who’s making waves in the world of property and investments. 🏡 Zach shares his journey into the real estate industry, offering valuable insights into the Missoula market, tips for first-time buyers, and how to build lasting wealth through property. Beyond his professional expertise, Zach is preparing for an exciting new chapter in life—becoming a father! 🤰👶

To help support Zach :

- Website : Gfgrealestate.com

- Instagram : @Gfgrealestate

💡 Whether you're looking to learn about real estate, gain wealth-building knowledge, or hear inspiring stories about balancing career and family, this episode delivers it all.

🌟 Don’t miss the chance to hear Zach’s advice, personal experiences, and his unique perspective on life, business, and the future!

🔔 Be sure to like, comment, and subscribe for more inspiring conversations on wealth, growth, and success!

Special thanks to Weezle Marketing : Weezle.com for helping with our marketing