In this episode, my guest is Gus Kristoferson, a CFP® as well as a CFA.  He has a Master's degree in finance and is the founder of Money on the Mind, a life-centered financial planning firm empowering psychiatric nurse practitioners to think boldly as they envision the life they want and create a plan to bring that vision to life.  We discuss his path to becoming a financial advisor and getting all the needed education to be able to help others with their finances.  He talks about the unique challenges of psychiatric nurse practitioners and how he started to focus on this group of people.  We talk about Money Quotient, a company we both partner with that helps us dive deep into the life planning side of personal financial planning and how the self-discovery work enables us to align values with financial goals.  He describes his process of working with clients and how he takes people from being overwhelmed with their finances to having a solid financial life plan.  Gus also describes being a business owner and how he prepared to take the leap to entrepreneurship and gives some actionable tips on how you can build wealth, set yourself up for a successful entrepreneurship journey, and design your ideal life.

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

https://www.instagram.com/moneyonthemindfp

Today’s episode features Jason Brown, Principal and Broker in Charge at Brown Enterprises.  I first met Jason almost a decade ago and he was already hard at work building his empire.  In those days he bought single-family homes at auction, renovated them, and rented them.  Today he is working on a development project that will bring much-needed housing to Columbia, SC.  Jason talks about the importance of discipline, controlling your outcomes, and betting on yourself.  How a passion for real estate, paired with dedication and unwavering self-belief, can lead to substantial achievements and the creation of a lasting impact.

Jason's experience and strategic thinking provide a roadmap for success, whether you're just starting or seeking to level up your real estate game. If you are a real estate investor wanting to learn from someone performing at a high level this is your chance.

To learn more about Jason and his work at Brown Enterprises, visit:

BrownEnterprisesFirm.com
BERealEstateSC.com

To connect with Jason, you find him on LinkedIn.

Financial Mastery Across Generations: Insights from Gen-Z Advisor Mando Sallavanti III, CFP®

In today’s episode, we sit down with the dynamic and forward-thinking Mando Sallavanti III, CFP®, a young financial advisor already making waves in the industry. Mando’s passion for empowering Gen Z and tackling their unique financial challenges shines through as he shares actionable advice and practical wealth-building strategies that resonate with everyone, regardless of age.

Join us as Mando opens up about his inspiring journey on LinkedIn, where he amassed over 10k followers. His dedication to continuous growth and fostering a thriving online community has set him apart as a thought leader in his field. Not stopping there, Mando wears multiple hats as a multifamily real estate investor, offering valuable insights into the world of real estate wealth creation. From cultivating good habits to nurturing a winning mindset, Mando leads us through what it takes to build lasting wealth and financial success.

To connect with Mando, follow him on LinkedIn.

Armando Sallavanti is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC.  Member SIPC. Supervisory Office: 2 Bala Plaza Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000

Welcome to the inaugural episode of the Wealth in Yourself Podcast, where we help people to design their ideal life and take control of their time and money.

Today we dive deep into the mind of Eric Cooper, Certified Exit Planner, and Founder/Managing Partner at Sooner Business Advisors.  He specializes in maximizing the value of businesses as they prepare for their next chapter and has a deep knowledge and background in financial planning as well.  I’ve known Eric personally for over a decade and have consistently been impressed with his attention to detail, ability for learning complex topics, and his selflessness in the people that he works with.  If you’re a business owner wondering how to maximize the value of your business and want some targeted insights specific to founders and entrepreneurs then you’re in the right place.  Exit planning isn’t for your last year as a business owner, it’s a process that starts day one with building your business in a way that ensures you are profitable and are maximizing the value of the company you’ve put your heart and soul into.

To connect with Eric, visit him on LinkedIn⁠.

To learn more about Sooner Business Advisors visit https://www.soonerbusinessadvisors.com.

Introducing the Wealth In Yourself podcast, a show dedicated to helping you master the complex subject of money by simplifying it through stories and actionable advice. Host Josh St. Laurent engages in conversations with some of the brightest minds in business, financial advice, psychology, and more, we’ll give you actionable takeaways you can use to improve your financial knowledge immediately.  Whether you want to learn how to budget more effectively, build passive income streams, or improve your investing skill set, you’re in the right place.