The Attain Wealth Podcast

This week on the Attain Wealth Podcast, we sat down with Del Reid — co-founder of Bills Mafia, founder of 26 Shirts, and one of Buffalo’s most recognizable community leaders.

From a single tweet to a multimillion-dollar charitable mission, Del’s story is all about passion, purpose, and staying grounded in what matters most. A true Buffalo story. 💙

In this episode of the Attain Wealth Podcast, host Tim Talbot sits down with Phillip Toews, CEO and Portfolio Manager at Toews Asset Management, to explore the intersection of money, mindset, and meaning.

From his roots in small-town Kansas to his leadership in behavioral finance and risk-managed investing, Phillip shares a personal and professional journey shaped by early entrepreneurship, intellectual curiosity, and a passion for helping investors navigate uncertainty.

They dive into powerful concepts from his new book, The Behavioral Portfolio, including how to:

• Define wealth on your own terms

• Manage emotional decision-making during market volatility

• Maintain work-life balance as a high-level professional

• Avoid the trap of comparison and societal pressure

• Cultivate the mindset needed to grow both personally and financially

  
  

  #AttainWealthPodcast #BehavioralFinance #PhillipToews #MindsetMatters #WealthPlanning #InvestorPsychology #FinancialFreedom

  
  

Is it ever too late to pursue a more fulfilling path? In this episode of the Attain Wealth Podcast, Jon Winters shares his journey of stepping away from a career that no longer aligned with his values and taking the leap into something new.

With honesty and humility, Jon talks about the challenges of making a major career shift, the doubts he had to overcome, and the clarity that comes from choosing purpose over comfort. Whether you're considering a new direction or simply questioning if your current path is still right for you, Jon’s story is a powerful reminder that meaningful change is always possible.

In this episode of Attain Wealth, host Tim Talbot sits down with Josiah for a powerful and personal conversation about building a life that reflects true success — not just in wealth, but in purpose, mindset, and meaning.

Josiah opens up about his upbringing, the moments that shaped his values, and the setbacks that ultimately redirected his path. From childhood influences to career pivots, you’ll hear how he overcame obstacles, reframed his idea of success, and started aligning his goals with a deeper sense of purpose.

You’ll also hear some lighter, behind-the-scenes moments — like Josiah’s childhood dream job, his worst-ever gig, and what instantly puts him in a good mood today.

Whether you’re just starting out, rethinking your next chapter, or simply looking for inspiration from someone who’s been through the ups and downs, this episode is full of honest insight and motivation to help you stay focused on what really matters.

Highlights include:

• The values Josiah learned early in life — and how they still guide him today
• A personal challenge that turned into a powerful turning point
• How Josiah redefined success beyond money or titles
• What keeps him grounded now — and how he stays aligned with his vision
• Rapid-fire Q&A to keep things light and fun

Tune in and take away practical wisdom to help you build a more intentional, fulfilling life.

Planning for retirement can feel overwhelming with so many options out there! In this video, we break down the most popular retirement accounts – including IRAs, Roth IRAs, 401(k)s, 403(b)s, and more – to help you make the best choice for your future.

In this video, we explore why aligning your financial goals with your life goals is key to building long-term financial security and personal fulfillment. Learn about the risks of misalignment, the steps you can take to align your goals, and how Attain Wealth Planning can help guide you on your journey to success. Whether you're planning for retirement or just getting started with financial planning, this video provides valuable insights to help you stay on track.







Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results.

This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability, or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific situation with a qualified tax professional.

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