In this episode of the WEInvested Podcast, Wesley Earp sits down with Joel Miller, CFP®, Founder & CEO of Flames Financial Planning. Joel shares his journey into wealth management, the inspiration behind starting his own firm, and his approach to helping clients build lasting financial confidence. From breaking down the importance of financial planning at every life stage to discussing strategies for creating generational wealth, Joel offers practical insights and actionable advice you can start applying today.

Whether you’re new to financial planning or looking to refine your wealth-building strategy, this conversation is packed with wisdom for anyone serious about securing their financial future.

Website: https://www.flamesfp.com

Brian McAboy, A.K.A. The Profit Assurance Coach, helps traders conquer their struggles through his unconventional, yet highly effective process-focused approach. With over 20 years of experience in both trading and quality systems, Brian brings a powerful and practical lens to the challenges traders face, guiding them to sustainable confidence, consistency, and profits.

Shawn Owen, Founder and CEO of SALT Lending, revolutionized the idea of crypto-backed loans, raising over $124 million in the process. Since diving into the world of Bitcoin in 2011, Shawn has been committed to fostering financial freedom through blockchain technology. This includes authoring the upcoming 'The Bitcoin Advantage,' designed to open new doors for managing wealth beyond traditional systems.

Gideon Pfeffer is the visionary CEO and Managing Partner of the GSH Group and a trailblazer in opportunistic real estate investing. With over a decade of experience in the industry, Gideon has become a leading expert in passive investing as a means to create and increase wealth. His expertise extends to real estate investing, where he has successfully overseen the acquisition and renovation of thousands of single-family homes in the Midwest and Southeast.
Under Gideon's remarkable leadership, The GSH Group has achieved outstanding results, raising and placing over $300 million of equity and amassing a lucrative portfolio of more than 7,000 apartment units across five states, with a total value surpassing a billion dollars. His dedication to strategic partnership initiatives and ventures, coupled with his astute decision-making on investments and acquisitions, has propelled the company to the forefront of the real estate market.
For podcasts with an audience of CEOs and high net worth individuals seeking valuable insights, Gideon would be a phenomenal addition to your show. His expertise in passive investing provides a fresh perspective on creating sustainable wealth outside the stock market. Moreover, his profound knowledge of real estate investing and multi-family properties offers invaluable guidance to those looking for safe and profitable opportunities. Don't miss the chance to learn from a true industry leader, as Gideon shares his wisdom and strategies for financial success on your show!

Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert.

He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs.

As an independent division head, Doug created, trained, and presented high-impact, results-oriented web seminars for prospects of Tony Robbins and Chet Holmes. Doug increased their division sales by 864% and close rate by 62% in just six months.
Today, he helps companies and individuals increase their sales by incorporating sales revenue and profit growth strategies used by top 1% performers through the Top 1% Academy, Sales Revenue, and Profit Growth Masterminds. He also specializes in creating commission-only sales teams and advises companies on how to properly prepare for a high-performing sales team so they can attract and retain elite sales producers.

Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures.

Ed’s passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about.

After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005, with the goal of working with fewer clients in a much more comprehensive and effective way. 19 years later, he has built a team of 8 people who are currently helping more than 300 clients thrive financially. He is on a mission to help over 1,000 people achieve financial wellbeing in the next 5 years.

Ed has 25+ years of experience as a CFPTM and is one of the nation’s leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement. He lives in Wheaton, IL, with his wife and is a father of three adult children, and also co-hosts the video podcast, Ed’s Edge, a show for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.

Mike Andes is the founder of Augusta Lawn Care that has 170+ franchise locations across the United States and Canada.He is dedicated to helping home service business owners make their businesses more profitable and better work environments.Founder of CopilotCRM.com and other companies shown at MikeAndes.com

Louis O’ Connor, Founder, and Principal of Strategic Metals Invest. They are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals.

Retain provides on-demand HR for startups and small businesses that need access to core Human Resources services without having to hire full-time HR staff.  Retain was founded by Lisa-Maree Blumenfeld who has 20+ years of HR experience and was most recently VP of People at Expa, where she lead a centralized HR and Recruiting team that worked on behalf of 20+ startups.  Prior to Expa, Lisa has worked with fast-moving startups (Lyft, NinthDecimal, Aria Systems) as well as with larger Fortune 500 companies (PG&E, Blue Shield of California).  Her passion for early to mid-stage startups encouraged the start of Retain and her deep network of experienced HR professionals make up the team.

Lisa-Maree Blumenfeld has revolutionized HR at various levels, from startups like Lyft to larger corporations. Merging HR with financial literacy seems like a natural progression. Her practical tips could empower your listeners to enhance both their organizational culture and financial health.

Carlos Samaniego EA is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book,

The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid.

As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience.

Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title.