Live Your Aim

Today we welcome Matthew Jarvis! Matthew built a wildly successful financial advisory firm based out of Seattle.  In fact, he recently sold his practice for an 8 figure sum. Outside of his firm, Matthew runs the Perfect RIA podcast, is a published author, and coaches other financial advisors on how to run effective practices. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

Today we welcome Lambers Fisher. Lambers is a renowned therapist, speaker, and trainer who helps bridge cultural barriers at home and in the workplace. Throughout his life, Lambers had a mission to help impact others. We talk about his methodology and his path from the "therapy corporate ladder" to entrepreneurship. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

In the second Episode Echo, Dillon and Montel revisit their conversation with Lefty and discuss their key takeaways.  At the time of recording, Lefty's episode is one of the most popular episodes of Live Your Aim. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

Today we welcome Tracy Lownsberry. From his humble childhood in Michigan to becoming the leading annuity expert in the United States, Tracy's story is anything but predictable.  He shares why he believes the annuity industry needs to be fixed and how he thinks about the future. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

We are thrilled to welcome Dr. Josh Maddox. Dr. Maddox is the owner of Wellspring Psychology in the San Jose area. We discuss a range a topics related to thinking intentionally about your life and finding out what's important to you. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

We are thrilled to welcome Joe Canfield for this part 2. Joe is the host of the Salty Ginger Talk podcast and is a grocery store entrepreneur. A former two sport athlete, Joe shares about pivotal decisions he's made in his life. Listen closely to how easily Joe can make decisions because his priorities and core values are clear. In this Part 2, we learn about Joe's views on legacy and impact and how that shapes his decisions today. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

We are thrilled to welcome Joe Canfield. Joe is the host of the Salty Ginger Talk podcast and is a grocery store entrepreneur. A former two sport athlete, Joe shares about pivotal decisions he's made in his life. Listen closely to how easily Joe made decisions because his priorities and core values are clear. In this Part 1, we learn about Joe's journey from athlete to entrepreneur, a story 30 years in the making. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

Today we welcome Andrew Geiwitz. Andrew runs the YouTube channel Living In Green Bay and is a realtor in Green Bay, WI.  A former missionary, Andrew's life is one filled with intentionality.

Andrew redefines success, identifying himself as an "investor of his life". He shares his unique approach to business and life, emphasizing that true competition is with oneself, aiming for personal growth rather than just "crushing" others. He prioritizes serving clients and creating meaningful interactions over mere transaction volume.

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

Today we welcome Katie Horn. Katie is a 2nd generation Realtor who is in business with her mom and brother-in-law. We talk about the dynamics of being in business with your parent, how much your children should struggle, what synergy looks like, and much more. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.

Today we welcome Dr. Judi Jones, an entrepreneur and naturopathic physician. Dr. Judi shares about the multiple career changes she made in pursuit of her aim. Listen to how she quiets the naysayers and built both a practice and a business centered around her core values. 

This episode is sponsored by My Modern Wealth, a financial firm that helps you Tie Your Money With Your Mission™.

Hosted by Dillon Kazemi and Montel Hawkins.

Interested in working with Dillon and/or Montel? Book a no-obligation Clarity Call to see if our values are aligned.  Click here to get started.

About Live Your Aim: The podcast where ambition meets action. Stories, insights, and inspiration to help you align your life with your boldest aspirations and purpose.