Wealth Harmony

Wealth Harmony with April Turch, Episode 6

In this episode of Wealth Harmony, April Turch interviews Joan Bowling, a renowned motivational communication expert, author, and owner of Joan Bowling Presents, LLC. With over two decades of experience in broadcast sales and television hosting, Joan has garnered international recognition, reaching the semi-final round of the Toastmasters 2018 International Speech Competition, and her clients include TEDxRVA speakers and advertising agency owners.

Tune in to the episode to hear about:

* Joan's Diverse Communication Background: Joan Bowling's diverse career underscores the importance of adaptability and versatility in the field of communication.

* Understanding Communication Basics: Effective communication requires not only sending messages clearly but also actively listening and understanding the perspectives of others.

* Addressing Communication Challenges: Overcoming communication challenges, such as avoidance and fake listening, demands self-awareness, curiosity, and consistent practice.

* Navigating Social Media: Social media platforms offer both opportunities and challenges for communication, highlighting the need for users to balance online engagement with real-life interactions.

* Improving Advisory Meetings: Successful advisory meetings rely on thorough preparation, clear intentions, open dialogue, and ongoing communication to ensure alignment between clients and advisors.

Learn more about Joan Bowling:

* Connect with Joan on LinkedIn: https://www.linkedin.com/in/joanbowling

* Visit Joan’s website: https://joanbowling.com/ 

* Follow Joan Bowling Presents on Facebook: https://www.facebook.com/JoanBowlingPresents/ 

* Follow Joan Bowling Presents on Instagram: https://www.instagram.com/joanbowlingpresents/ 

* Visit Joan Bowling’s YouTube: https://www.youtube.com/@joanbowlingpresents9503

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

 * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

 * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

 * Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: [email protected]

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 5

In this episode of Wealth Harmony, April Turch speaks with Kevin Ostergaard, a Senior Financial Advisor at Wolf Group Capital Advisors. Kevin's career journey began in the insurance industry and evolved into the investment management space. With over 11 years of experience, he has been instrumental in helping clients achieve financial fulfillment at WGCA and mentoring the next generation of investors.

Tune in to the episode to hear about:

 * Kevin's Journey: Kevin has 11 years of financial industry experience, transitioning from insurance to a large RIA in Washington D.C.

 * Understanding Financial Planning: It involves recognizing clients' diverse goals like buying homes or retiring, and crafting tailored plans considering income, expenses, and trade-offs.

 * The Importance of Discovery: Through in-depth discovery, planners align recommendations with clients' values, aspirations, and life stages.

 * Challenges in Financial Planning: Clients face challenges like the "keeping up with the Joneses" mentality and struggle with implementing plans effectively.

 * Empowering Clients: Financial planners provide tools and guidance, empowering clients to make informed decisions and take control of their financial futures.

 * Definition of Wealth Harmony: Kevin defines it as finding peace and satisfaction in one's financial situation, embracing abundance while seeking balance and contentment in life.

Learn more about Kevin Ostergaard:

* Connect with Kevin Ostergaard on Linkedin: https://www.linkedin.com/in/kevin-ostergaard-cfp%C2%AE-cima%C2%AE-57a46631/

* Connect with Wolf Group Capital on Linkedin: https://www.linkedin.com/company/wolfgroupcapitaladvisors/ 

* Visit Wolf Group Capital’s website: https://wolfgroupcapital.com/ 

***********************************

About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

 * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

 * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

 * Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: [email protected]

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 04

In this episode of Wealth Harmony, April Turch speaks with Charles Verruggio. Charles is part of the ownership group at Wolf Group Capital Advisors and oversees the firm’s investment division. He also serves as a senior advisor to over 60 clients. He assists clients with constructing efficient portfolios while also advising them on financial planning matters and always keeping an eye on empowering them to live a fulfilling life. An avid reader, Charles enjoys reading behavioral finance books and has always been interested in simplifying the academic nature of wealth management through providing advice that allows clients to best apply his expertise through real-world application. He has more than 15 years of industry experience and holds an MBA degree from Carnegie Mellon University and a Bachelor's degree in Psychology and Business from the University of Pittsburgh. 

Tune in to the episode to hear about:

 * Simplifying that academic aspect of wealth management — Charles explains how he views his role as providing advice that allows clients to apply to simplify things that can be applied in the real world

 * The importance of knowing yourself in financial planning — often underappreciated when developing a financial plan, Charles explains how identifying client’s goals and motivations will lead to better decision-making on the road to achieving those goals

 * Stress testing your beliefs — Charles shares how we should find joy in discovering that an idea or belief of ours is wrong 

 * The power of setting intentions — intentions help us improve outcomes; much of Charles’ job is helping his clients set realistic goals and intentions and holding them accountable to adhere to them

 * Wolf Group’s five values — Client commitment, collaboration, integrity, curiosity, and excellence — why curiosity is Charles’ favorite

Further resource: 

 * The Power of Conscious Connection by Talia Fox

Learn more about Guest Name:

 * Connect with Charles on LinkedIn: https://www.linkedin.com/in/charles-verruggio-a476975/

 * Follow Wolf Group on LinkedIn: https://www.linkedin.com/company/wolfgroupcapitaladvisors/

 * Visit Wolf Group’s website: https://wolfgroupcapital.com/

***********************************

About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

 * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

 * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

 * Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: [email protected]

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Ep 03

In this episode of Wealth Harmony, April Turch speaks with Allison Felix, COO and Managing Partner of Cassaday & Company, Inc.

Tune in to the episode to hear about:

 * What is the importance of self care?

 * How important is it to have a supportive network?

 * What does it mean to take a sabbatical?

 * Do you have any tips and advice for when you need to take a step away?

 * What does wealth harmony mean to you?

Learn more about Allison Felix:

 * Connect with Allison on LinkedIn: https://www.linkedin.com/in/allison-felix

 * Check out Cassaday & Company, Inc: https://cassaday.com

 * Follow Cassaday & Company, Inc on Facebook: https://www.facebook.com/CassadayAndCompanyInc

 * Connect with Cassaday & Company, Inc on LinkedIn: https://www.linkedin.com/company/cassaday-&-company-inc.

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. 

Watch more episodes of Wealth Harmony:

YouTube: https://www.youtube.com/channel/UChlWJYX4a1triD0W3qvzsMQ

Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

 * Website: https://wolfgroupcapital.com/

 * LinkedIn: https://www.linkedin.com/in/aprilturch/

 * Email: [email protected]

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Ep 2

In this episode of Wealth Harmony, April Turch speaks with Mishkin Santa, a seasoned tax attorney renowned for his expertise in international tax law.

Tune in to the episode to hear about: 

* Global Tax Disputes: Ongoing international tax cases could reshape US tax laws in favor of taxpayers. 

* Tax Law Changes: The 2017 Tax Cuts and Jobs Act ends in 2025, sparking debates on new legislation or a return to older tax codes. 

* Government Shutdown Impact: A potential February shutdown may disrupt tax deadlines, causing extensions and compliance issues. 

* IRS Challenges and Tech: Staff shortages in IRS due to retirements; focus on integrating AI for audits, especially in digital assets and business audits. 

* Tax Professionals' Shift: Boutique firms emphasize tailored advice and relationships beyond compliance for clients' broader financial goals.
More about Mishkin Santa and The Wolf Group: 

* Website:  www.thewolfgroup.com 

* Follow Mishkin Santa on Linkedin: https://www.linkedin.com/in/msanta/ 

* Follow The Wolf Group on Linkedin: https://www.linkedin.com/company/the-wolf-group-pc/mycompany/

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch more episodes of Wealth Harmony:

YouTube: https://www.youtube.com/@wolfgroupcapitaladvisors/videos

Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch: 

* Website: https://wolfgroupcapital.com/ 

* LinkedIn: https://www.linkedin.com/in/aprilturch/ 

* Email: [email protected]

DISCLAIMER:The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 1

In this episode of Wealth Harmony, April Turch delves into the world of Bob Len, the Managing Director of Wolf Group Capital Advisors, a prestigious wealth management firm in the Washington DC area. Bob shares insights about his widely acclaimed weekly blog, "Are We There Yet," discussing its inception during the pandemic, its evolution into a platform for profound life lessons, and his motivations behind its continual creation.

Tune in to the episode to hear about: 

* Origin of "Are We There Yet?": The blog began during the pandemic to alleviate client anxiety but evolved into a platform for sharing deeper life insights. 

* Evolution of Content: Initially light and amusing, the blog transitioned into offering meaningful stories and important life lessons about emotions, personal growth, and challenges. 

* Wealth and Fulfillment: Bob emphasizes that wealth extends beyond money and encompasses a balanced, fulfilled life, good health, and helping others.

Learn more about Bob Len: 

* Visit Bob Len’s bio on Wolf Group Capital’s website: https://wolfgroupcapital.com/ 

* Connect with Bob on LinkedIn: https://www.linkedin.com/in/bob-len-8b486710/]

* Email Bob: [email protected]

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About Wealth Harmony:Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch more episodes of Wealth Harmony:

YouTube: https://www.youtube.com/@wolfgroupcaptialadvisors9671/podcasts

Apple Podcasts: Stay tuned for the linkWebsite: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch: 

* Website: https://wolfgroupcapital.com/ 

* LinkedIn: https://www.linkedin.com/in/aprilturch/ 

* Email: [email protected]