NoBS Wealth®

NoBS Wealth®

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NoBS Wealth® episodes

  • Black CFP® Series - Dominque Henderson, CFP® Episode 2

    Join Dominique Henderson, CFP® and Stoy Hall, CFP® in their latest podcast episode as they discuss the importance of strategic partnerships in the financial planning industry. Dominique reflects on his past work and asks himself, "what else can there be done?" to contribute to the industry. He realizes that there is a need for effective partnerships between individuals and firms in the industry to bring about bigger and more impactful projects. 

    Dominique and Stoy also stress the importance of collaboration among industry professionals and firms to create a more significant impact on financial advice and elevate more voices in the industry. Tune in to the podcast to learn more about strategic partnerships and collaboration in the financial planning industry.

    https://www.domhendersonsr.com/

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    48 min
  • Small Biz Series - Helps Homestead

    In this episode of the podcast, Eva Helps, founder of Helps Homestead, joins Stoy Hall and Lisa Grefe to discuss their business and what it's like to live on a homestead. Eva talks about the wide range of custom decor and wooden products they offer, including signs, and macramé, a knot-tying art. They also discuss their homesteading lifestyle, which includes horses, chickens, a garden, bees, and a bobcat. Eva shares her passion for creating and designing, whether it's fulfilling someone else's vision or bringing her own ideas to life. The conversation concludes with a discussion of how customers can order custom products from Helps Homestead and purchase their existing inventory. Tune in to learn more about this unique homestead business and the creative process behind it.

    https://www.helpshomestead.com/

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    34 min
  • Black CFP® Series w/ Jason Howell, CFP®

    The Black CFP® Series with Jason Howell is a podcast that highlights the importance of having a financial planner, particularly for minorities and women. The podcast features a discussion between Stoy Hall, CFP® and special guest Jason Howell, CFP®, who shares his story and background as an immigrant from the Caribbean islands who grew up alongside significant economic changes in the US. They also discuss Howell's firm's philosophy, which includes ESG SRI, sustainable investing impact, and how this type of investing has been around for centuries. The podcast aims to provide listeners with valuable information and simplify financial topics to help them make informed decisions about their money.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    50 min
  • Black CFP Series with Lazetta Braxton, CFP® of 2050 Wealth Partners

    Join Stoy Hall, CFP® and Lazetta Rainey Braxton, CFP® in this insightful episode of the Black CFP series, where they discuss the importance of financial planning and how everyone can be a part of the industry. Lazetta shares her inspiring journey of founding Financial Fountains in 2008 and partnering with Rianka Dorsainvil to launch 2050 Wealth Partners in 2020. 

    As co-CEO of the firm, Lazetta discusses their unique model and the importance of holistic wealth that encompasses mental and spiritual health. The name 2050 Wealth Partners reflects their belief in the transfer of wealth and the country's shift towards becoming a racial mosaic by 2050. Tune in to this engaging conversation about the power of financial planning and creating a more inclusive industry.

    https://www.2050wealthpartners.com/

    https://www.linkedin.com/in/lazettabraxton/

    https://www.instagram.com/lazettabraxton/

    https://twitter.com/lazettabraxton

    https://www.facebook.com/lazettaraineybraxton/

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    27 min
  • Uncover the Secrets of Alternative Investments with Shana Orczyk Sissel from Banrion Capital!

    Welcome to the Alternative Investments Series, where we explore the world of alternative investments with experts from various industries. Our guests come from all walks of life, from forex and commodities to real estate, offering insights and stories that will help you better understand the diverse universe of alternative investments. In this series, we aim to provide advisors and individual investors with the knowledge and tools they need to navigate the complex world of alternatives.

    Our first guest, Shana Orczyk Sissel, is the founder, CEO, and president of Banrion Capital Management. As a recognized expert in the field, she shares her passion for alternatives and helps us understand what they are and why they are important. We discuss the definition of "alts," which encompasses all investments that are not traditional long-only stocks and bonds, and explore the diverse range of options available, including private equity, private credit, hedge fund strategies, real estate, art, and more.

    This podcast features Shana Orczyk Sissel discussing alternative investments. Shana shares that only 0.1% of all alts make headlines, either for a high percentage gain or a loss. She explains that the 24-hour news cycle contributes to the perception that alts are risky and highlights the importance of education on this subject. Shana also explains that a small allocation to alternatives can help diversify and reduce risk in a portfolio, and shares data that supports this claim. She also emphasizes the need to build alternative portfolios the same way one builds equity and fixed income portfolios, and not to chase returns. Finally, Shana discusses Bitwise, a crypto company that focuses on education and is one of the best in the business.

    Join us as we dive into the world of alternative investments and learn from the experts about how to identify and access these investments, and how they can fit into your investment portfolio.

    You can Find Shana everywhere

    Twitter
    Facebook
    Instagram
    LinkedIn

    Look up Banrion Capital

    LinkedIn
    Twitter
    Facebook
    Instagram

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    54 min
  • Money Mindset Series Ep 1 - Joshua Barbin, CFP®

    Are you tired of living paycheck to paycheck? Do you want to take control of your financial future?

    Then listen up, because the Money Mindset Series is back, and it's bigger and better than ever! In this must-listen episode, Stoy Hall talks to Joshua Barbin, CFP® from alternative fp, a financial planner, about how to build a strong money mindset that can withstand any financial challenge. Barbin shares his unique perspective on financial planning and reveals his top tips for achieving financial freedom. 

    So, if you're ready to take your finances to the next level, tune in to this groundbreaking episode now!

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    1 hr 10 min
  • Tax Strategies Pt. 1 w/ Brian Maro, CPA

    Brian Maro and Stoy Hall discuss some tax strategies for business owners. They start by discussing how kids can be involved in a business and the tax benefits that come with it. According to Brian, most people don't know that their kids can help in the business and be paid a reasonable amount per hour for the work they do. This can serve as a tax write-off for the business owner and also provide a good opportunity for parents to teach their kids about the importance of work.

    Stoy Hall then provides a personal example of how he involves his boys in the business by having them stack boxes or fill orders. He also mentions that the money earned from their work can be put into an investment account, which serves as a teaching moment for the kids on how to work, save, and understand the ups and downs of the stock market.

    The video then moves on to discussing board retreats, where Brian and Stoy dispel the myth that a board meeting has to be in a stuffy boardroom with 12 people. According to Brian, there are other things that can be done, and the concept of a board can be approached in a different way.

    Overall, the video provides some valuable insights and strategies for business owners to consider when it comes to tax planning. It highlights the importance of involving kids in the business and taking advantage of board retreats to create new opportunities for growth and success.

    Check out Brian, emdsm.com

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    33 min
  • Black CFP® Series - Romy Pickron Ep. 2

    Join Stoy Hall as he discusses the psychology behind money and finance with Romy Pickron, the CEO of Asset Achievers and Reducify. In this episode, they discuss the concerns of millennials and first-generation wealth builders about their 401ks and retirement accounts due to the possible upcoming recession and inflation. Romy emphasizes the importance of continuing to contribute to a 401k even during a down market and taking advantage of the volatility. Stoy also shares the significance of financial education and the money mindset in building and keeping wealth. Romy explains some of the points she tries to drive home to her clients such as dollar averaging, diversification, and the long-term benefits of investing. Tune in to this episode to learn more about the mindset behind building wealth and achieving financial freedom.

    The discussion then focuses on student loans and the issues within our educational system. Romy is an advocate for student loan forgiveness and cancellation, and they are currently waiting for a big date, February 28th, when the Supreme Court will hear the case on student loan forgiveness. Romy believes that the Biden administration has done a good job being progressive on this issue, and they hope to celebrate student loan forgiveness and cancellation up to $20,000 in federal student loans. However, the topic of student loan cancellation and forgiveness is controversial, and Stoy and Romy discuss both sides of the argument.

    Check Her out! https://assetachievers.com/

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    39 min
  • Season 2 Opener


    Welcome to No BS Wealth, a podcast where we bring you loud and insightful discussions on money, mindset, and alternative finance.
     Our mission is to cut through the noise in the financial industry and provide you with a variety of perspectives, from licensed professionals to everyday people. Join us as we share strategies and ideas to help simplify your finances. 

    We kick off with our Money Mindset series, where we delve into the psychology, emotions, and spirituality behind building wealth. Our Black CFP series highlights the stories of Black Certified Financial Planners, giving a voice to minorities and women in the industry. 

    So come hang out with us and join the conversation every Wednesday morning at 5 AM and Sunday evening at 6 PM on YouTube. Make it a family event and learn about your finances over dinner!

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    19 min
  • Black CFP® Series - Jayson Thornton CFP® (Pocket Watching w/ JT)

    The Black CFP® Series - Jayson Thornton CFP® (Pocket Watching w/ JT) is a podcast that features a conversation between Jayson Thornton, a certified financial planner, and Stoy Hall. In the podcast, Jayson shares his journey of becoming a black certified financial planner and the challenges he faced along the way. He also discusses his successful YouTube channel, "Pocket Watching w/ JT," which focuses on financial education and reacting to financial nonsense online. Jayson credits his growth on YouTube to early collaborations with other content creators in the black Manosphere. He mentions his interview with Oshay Duke Jackson and how it helped him grow his audience. The podcast is focused on providing insights and resources to aspiring black certified financial planners and helping people better understand finance.

    If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

    New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

    43 min

About NoBS Wealth®

From the publisher's feed

Welcome to the NoBS Wealth Podcast, where we cut through the noise and tell the truth about money. Not the cute truth. The real truth. The kind that makes you pause, get uncomfortable, then…