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By Tom Gandolfi
5
33 ratings
The podcast currently has 20 episodes available.
For today’s episode we are going to talk about how inflation can affect your investments. It would be rare for any of us to watch the news and not hear about the current inflation we have going on in the US right now. COVID-19 had a huge impact on our economy since the pandemic began and in this episode we will dive into how inflation is related to our economy and our investments. Tune in to hear more on this episode of When Good Things Happen. IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:Three Bridges Financial Group
DISCLOSURE: Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
For today’s episode, we are joined by Rachel Pratt, a Johns Creek, GA based Interior Designer and Home Stager. Rachel shares her consultation process and how she navigates both simple and complicated design projects all while helping clients fall in love with their homes. We also discuss how she works with clients that don’t know what their personal style is. Whether you just want a small refresh or an entire home remodel, Rachel can help turn your house into your dream home.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
www.3bfg.com https://www.instagram.com/rachelprattandco/
BIO:
Rachel is a Johns Creek, GA based Interior Designer and Home Stager. She created her company after multiple friends and neighbors kept asking her for help. Today, she walks clients through the design process and takes the guesswork out of decisions.
Rachel is married to G.B. and has three children.
DISCLOSURE:
Rachel Pratt and Rachel Pratt & Co. are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
For today’s episode, we talk about the importance of creating a financial plan for your retirement. Rather than using industry terms, let’s build a financial home from the ground up. Every home needs a blueprint, foundation, walls, and a roof, and so do financial plans. Tune in to learn about the strategy phase, how to plan your financial home to suit your needs, and what to do if you have to remodel. It’s time to start talking about finances because your future depends on it.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
www.3bfg.com
DISCLOSURE:
Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
Jenny Herman is a certified personal trainer and nutritional coach who is passionate about helping people learn how to live healthier lives. Jenny joins us today to discuss why she teaches her clients to focus on balanced nutrition rather than dieting. It’s not too late to start a simple exercise routine and try mindful eating. Tune in to hear the best way to ease back into exercise in your retirement, and simple resources that can help you start today.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
LinkedIn www.3bfg.com www.weighbetterwithjenny.com @weighbetterwithjenny
BIO: Jenny Herman
As a lifelong fitness enthusiast, Jenny has always had a passion for physical improvement. In chasing her goals she has learned that better physical health leads to better mental health. Learning and applying healthy eating habits to exercise science will enhance your everyday life. Jenny attended Auburn University (War Eagle!) graduating with a bachelor's degree in marketing. After college, she worked for Johnson and Johnson before hanging up her corporate sales job to become a mom and group fitness instructor. Encouraged by her own personal trainer, Steve Alford, she studied and became certified in Group Fitness from The American Athletic Fitness Association, Certified Personal Trainer from The National Academy of Sports Medicine and a TRX Suspension Trainer.
In addition, Jenny is certified in Nutrition Coaching from The National Academy of Sports Medicine. Jenny’s passion is teaching others how to eat healthy, exercise safely & effectively achieve long term success. Fads come and go but if you learn to make day-by-day gradual improvements it will lead to a lifetime of success. Jenny believes strongly in a mind-body connection through motivation and positive thinking. This will guide you to success and a Weigh Better life!
DISCLOSURE:
Jenny Herman and Weigh Better with Jenny are not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
George Crumley retired from Verizon after 34 years; he currently is a realtor with Keller Williams Atlanta North. In this episode, George reveals how he found a creative way to teach his children financial literacy. It's important to talk about money; that way, people can learn from your knowledge, and you can learn from others – it shouldn't be taboo! Tune in as we talk about getting the most out of your retirement by doing what you want to do; George offers advice from his own experiences.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
https://www.linkedin.com/in/george-crumley-70823812/
BIO:
George Crumley is a family man, father of 5 married 43 years to Sharon. Retired from Verizon after 34 years in 2019. Currently I am a Realtor with Keller Williams Atlanta North. I am a community coach at Centennial HS. I am also actively involved with central casting of Atlanta appearing as background in many movie and TV productions.
DISCLOSURE:
Geroge Crumley is an investment advisory and insurance client who was not compensated for his appearance. His experience may not represent the experience of all clients. George Crumley is not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
In 1988, Howard opened The Cruise Authority for clients who wanted true guidance and heightened services for their travel experiences. People are trying to put COVID in their rearview mirror and move on with their travels; Howard gives tips for people looking into their next travel destination. Some people like the COVID restrictions while others do not, your restriction preferences will determine your next trip’s location. Tune in as Howard gives his advice on taking your bucket list trips as soon as possible!
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Website www.tcava.com
Facebook https://www.facebook.com/thecruiseauthority
Twitter @themecruise
BIO:
Howard got his start in the advertising industry after graduating from the University of Georgia. During a stint in Miami he worked as an advertising liaison with all of the south Florida based cruise lines and tour operators and fell in love with the industry. Moving back to Atlanta and opening in 1988 as The Cruise Authority, the business quickly carved out a niche for clients who wanted true guidance and heightened services for their travel experiences. In 2015, the name was changed to The Cruise & Vacation Authority to more accurately reflect the broad range of travel options we offer to our client.
DISCLOSURE: Howard Moses and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
Today’s guest, Christen Perrella, realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing, and community. Christen shares how her metamorphosis began with a rare autoimmune disease diagnosis. In this episode, we talk about how your body has the power to heal and recover. One of the best tools for recovery is Pilates. Tune in as Christen explains how Pilates is the best system for training the core, reducing stress, and regenerating the brain.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Website:
www.meta-mindbody.com
Facebook:
https://www.facebook.com/metamorphosismindbody/
Instagram:
https://www.instagram.com/metamindbody/?hl=en
LinkedIn:
https://www.linkedin.com/in/christen-perrella-96ba1135
BIO:
A walking testimony of the potential and possibility of transformation, Christen’s metamorphosis began with the diagnosis of a rare autoimmune disease after her second child was born. With no cure, she began the pursuit of healing through non-traditional means as she sought to reclaim her health.
With an engineering degree from Georgia Tech and academic R&D background, she explored holistic medicine, nutrition, neuroscience, and her faith. Because of the disease, exercise became challenging because of a general hypermobility and laxity of her joints, which led to an excruciating back injury. There are no coincidences and her decision to pursue classical Pilates helped to completely heal her back, manage her autoimmune condition and scoliosis. Classical Pilates as well as Christen’s well-rounded movement therapy trainings changed the way she moved and taught forever.
Christen holds 350 hours of Peak Pilates training, as well as certifications in FMT (Functional Movement Techniques) Basic, Performance, and Blades, Fusionetics Movement Edge for injury prevention, Primal Movement Chains and the Lymphatic System.
Christen encourages her clients that there is no diagnosis or circumstance that cannot be transformed from ashes to beauty. She realized her 7-year dream of opening a Pilates and wellness studio in 2017. Metamorphosis Mind Body is a sanctuary and a place of joy, healing and community where all are welcomed to begin your own metamorphosis.
DISCLOSURE:
Christen Perrella and Metamorphosis Mind Body are not affiliated with Three Bridges Financial Group or AE Wealth Management LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
Orson Hall is the Founder and Owner of Wine Parties by Design. Orson speaks about the inspiration behind Wine Parties by Design and talks all about the tours he gives. If you’re buying wine while on the road, Orson offers tips on keeping it cool in the car. Once your wine is safe and sound at home, Orson explains the best way to store your wine. There are many excellent wines around the country. Tune in as Orson reveals some of his favorite wineries and which wines will make a great gift this holiday season!
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Wine Parties By Design www.winepartiesbydesign.com
Wine Parties By Design on Facebook www.facebook.com/winepartiesbydesign/
Call Orson 678.231.1048
BIO: Orson Hall, Founder and Owner of Wine Parties by Design, is originally from California and graduated from UC Davis, 45 minutes east of Napa Valley and has connections to many in the wine industry. His company offers an array of wine events, organizing tours of California’s wine regions and North Georgia’s wine country in addition to holding public wine events and private parties.
In October of this year, he organized and led twelve wine lovers on a 6 ½-day tour of California’s Paso Robles Wine Country. In 2019 he organized a tour of Santa Barbara County’s Wine Country. His company provides events such as wine, chocolate and cheese pairings and a Wine Counseling session that explains how to get the most flavor from a bottle of wine plus tips and wine stories. He designs your event based on your requirements. He can assist you in selecting delicious wines for your event.
Orson has been the Organizer for The Atlanta Wine Meetup for 6 years and has grown the membership from 3,400 to over 6,600 members.
DISCLOSURE:
Orson Hall, Wine Parties by Design and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
Kerry Carithers serves as the Executive Director at Mentor Me North Georgia, INC. In this episode, Kerry speaks about how she got started in the nonprofit world; Kerry explains the inspiration behind Mentor Me North Georgia, INC. Many people think volunteering is time-consuming. However, countless opportunities only require one hour a week. If you’re worried about how you’ll spend your time during retirement, volunteering is an excellent use of your energy and expertise. Tune in as Kerry discusses how to get involved with volunteering and find the proper organization that fits your passions!
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Mentor Me
https://mentorga.org
Mentor Me North on Facebook
https://www.facebook.com/mentormenorth/
BIO:
Kerry Carithers serves as the Executive Director at Mentor Me North Georgia, INC. Mentor Me North Georgia is a 501(c)(3) nonprofit organization that has been serving children and youth with community based mentoring programs since 2002. Kerry graduated from Georgia Southern University with a Bachelor of Science in Health Science majoring in Health Promotion.
A 23-year veteran of serving the mission for nonprofits, she has extensive background in nonprofit business operations, fiscal management, grant writing, program development, board recruitment, philanthropic fundraising, volunteerism, special event planning, and cultivating community partnerships.
Her passion lies within strengthening the foundation of the community in which she serves and finding every opportunity to connect the underserved with necessary resources. She has received recognition for professional of the year in membership engagement, web development design, and Business Award of Excellence- Community Impact with the Forsyth County Chamber.
Kerry has been a part of the Forsyth County community since 2001. A graduate of Leadership Forsyth class of 2016, a member of the Parent and Community Business School Advisory Council, the Forsyth County Nonprofit Roundtable, the Forsyth County College and Career Workforce Council, the Forsyth County Community Connection Collaborative Council, the Forsyth County Local Interagency Planning Team, and a member of the Forsyth County Rotary Club.
In her spare time Kerry enjoys spending quality time with her family & friends, exercising, cooking & watching the Food Network channel, beach trips to St Augustine, UGA football games and playing with her rescue pups- Reni and Tater!
DISCLOSURE:
Kerry Carithers, Mentor Me North Georgia and Three Bridges Financial Group are not affiliated. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
This week, Tom is lucky to have the Executive Chef of Atlanta's acclaimed Kyma restaurant, Chef Pano, join the show! In this episode, Chef Pano discloses the inspiration behind his career in cooking and how he develops menus, concepts, and restaurants. If you’re new to cooking, Chef Pano explains how to find the inspiration for your own menu. Chef Pano talks about what life is like in the restaurant world during the pandemic. Tune in as Chef Pano reveals which recipe you should try this weekend.
IN THIS EPISODE:
KEY TAKEAWAYS:
LINKS MENTIONED:
Website
www.chefpano.com
BIO:
Chef Pano I. Karatassos
Executive Chef Kyma and Corporate Executive Chef Buckhead Life Restaurant Group
As Executive Chef of Atlanta's acclaimed Kyma restaurant, Chef Pano I. Karatassos has redefined the taste, style and ingredients that comprise what he refers to as Modern Greek Cooking.
Pano grew up in the kitchen, watching and listening as his Yiayia (Grandmother) prepared traditional foods, and worked magic with traditional Greek ingredients like olives, olive oil and honey.--three tastes that are central to Greek culture and cooking.
In the 1980s and ’90s, Pano I. Karatassos watched his father, Pano Karatassos, founder and CEO of the Buckhead Life Restaurant Group, trail blaze the Atlanta culinary scene. The legendary restaurant Pano’s & Paul’s, then 103 West, Buckhead Diner, Chops, Pricci, Atlanta Fish Market, Lobster Bar. All restaurants synonymous with the best ingredients, highest quality service and attention to detail.
The younger Pano's culinary path really began when he was 16 years old and working in his father’s kitchens. It continued with formal schooling: a degree in hospitality management from Florida International University in 1993 and one from the Culinary Institute of America in Hyde Park, N.Y., in 1996.
In 2001, he opened the Greek restaurant Kyma, and continues to hold a leadership position as Corporate Executive Chef within the family-owned business that has since expanded south, into the Florida cities of Boca Raton, Miami Beach and Fort Lauderdale.
In late 2018, Chef Pano released his 1st cookbook, in collaboration with his cousin, Sophia Perpera, one of the world's leading authorities on Greek wines, with photography by acclaimed food photographer Francesco Tonelli. Longtime friend and mentor, Thomas Keller authored the book's forward.
On August 1, 2019, Chef Pano competed on the Food Network's show, Beat Bobby Flay. Chef Pano prepared his Signature Dish, Lamb Pie and DEFEATED BOBBY FLAY!
DISCLOSURE:
Pano I. Karatassos is not affiliated with Three Bridges Financial Group or AE Wealth Management, LLC. Three Bridges Financial Group is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Three Bridges Financial Group are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Three Bridges Financial Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Three Bridges Financial Group.
The podcast currently has 20 episodes available.