WISE PODCAST

Mercedes Shaffer is interviewed by Trae Lewis and shares her tips, pros and cons of buying a home in this current high interest rate environment, including advice for first time buyers and first time investors.  

Mercedes Shaffer is an expert in Orange County real estate and has over 20 years of experience buying and selling properties and maximizing real estate investment portfolios. She has a keen understanding of the complexity and nuance of local markets and a deep expertise in evaluating property as an investment. She provides clients with unmatched service and insight, and unique data analysis and investment modeling tools. She brings her passion and attention to detail to help clients define their objectives, target the right properties, and negotiate the most advantageous deal. She is sought after by local, national and international clients alike and works with the full range of clients from first time home buyers to savvy multifamily investors.  Mercedes is a real estate agent with Coldwell Banker, helping you build wealth one door at a time.  

Jenny Guo was interviewed by Angela Dailey and discussed the strategies for passive investing in real estate for income and capital appreciation, outlining the benefits and downsides of each.  

Jenny is a Managing Partner at Vertical Street Ventures, which was established to help individuals achieve their financial goals through passive investing in real estate. As one of the Founders, she currently oversees Asset Management and Investor Relations. Her Real Estate Portfolio includes Single Family Homes and over 950+ Multifamily Units across the country.
Prior to becoming a full-time Investor and Operator, Jenny was a Sales Director at Procter & Gamble for 13 years working on brands like Dawn, Cascade and Swiffer. She managed cross-functional teams and developed National Sales Strategies for the company's Billion Dollar Brands including Dawn and Cascade.
Jenny graduated from the University of Arizona with a degree in Business Management and received her MBA from the University of Minnesota.
To learn more about how to achieve sustainable passive income - visit www.VerticalStreetVentures.com.

Women Investing in Security and Education (WISE)

Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation.

In this interview you will learn:

Career Inspiration from an Entrepreneur in Financial Planning & Investing: Laura Tarbox, CFP, Tarbox Family Office

Upon completing an English degree at UCLA, Laura naturally became a stockbroker. After obtaining the CFP license in 1984, she shifted her focus to financial planning and founded her Registered Investment Advisory firm in 1985. Tarbox Family Office, Inc. is headquartered in Newport Beach, CA, with an additional office in Scottsdale, Arizona, and employs a team approach in offering comprehensive wealth management services to a small group of families. As of 12/31/21, the firm directly managed over $1 billion in client assets. Laura has served on both the Charles Schwab and TD Ameritrade Institutional Advisory Boards, the CFP Board of Examiners, the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County FPA. She has been part of the adjunct faculty of the College for Financial Planning, USC and California Lutheran University, and taught financial planning classes in the certificate program at UC Irvine for 20 years, where she was the Program Director. Laura was chosen from over 800 UCI Extension instructors to receive the Distinguished Instructor Award and is the founding Dean of the UCI / CFP Residency Program, a week-long case study program for new CFPs.

Frequently featured in the local and national media as an expert on financial planning and investments, Laura has also been retained as an expert witness in insurance and investment cases. She is a California Licensed Professional Fiduciary and a private trustee on several trusts. Laura has volunteered her leadership and financial skills for organizations including Foundation for Financial Planning, Laguna Beach Community Foundation, Laguna Canyon Foundation, Laguna Beach Schoolpower Endowment, Child Aid and United Way. Laura Tarbox has been recognized as one of the “Best Financial Advisors” in the country by Worth magazine and was named one the country’s “100 Great Financial Planners” by Mutual Funds magazine.

Contact: [email protected]

Recent statistics show there is one divorce in America every 36 seconds.  That equates to 86 divorces per hour, 2,400 divorces per day, 16,800 per week, and 873,600 divorces per year!  This could affect you or anyone you know.

Sign up for our WISE Empowerment webcast event to see Inspired Financial's panel of divorce professionals.  They will discuss the divorce process in general, and provide specific things to consider and actions that can be taken before divorce has been initiated, during the divorce process and once the divorce has been finalized.

Part of the discussion will revolve around what is prohibited and permitted while the marriage is under the jurisdiction of the family law court, including estate planning considerations.

Join us to receive invaluable insights to assist you, your friends or loved ones in preparing to alleviate as much stress as possible during the legal process.   Not only will our expert panel provide top notch guidance, but participants will also be given an opportunity to ask questions during this 45-minute discussion.

Panelists

Moderator:

Whether you are participating in Medicare now, have Medicare enrollment in your future, or have a loved one participating, don’t miss this important podcast.

Jan Walsh, WISE Board member and Insurance Executive with over 20 years' experience in Medicare, moderates a discussion with two certified Medicare agents:   Lina Thach & Andy Kien.  They discuss the ins and outs of various options and why you should pay attention to the open enrollment period which is now thru December 7.

Did you enjoy the presentation?  Feel free to let us know, and then signup become a WISE member at wiseinvestors.org We will alert you for future presentations.

Lina Thach 714-814-5959 - email: [email protected]

Andy Kien 714-363-8089 - email: [email protected]

If you’ve always wanted to invest but have never been sure how to wade into those waters, this is the WISE Empowerment event for you!

In addition to an MBA with a concentration in Financial and Portfolio Management, Evelyn has nearly 25 years’ experience in investments and personal finance to share with us. In this important online event for ALL investors, you will learn:

Join us as WISE CEO, Angela Dailey interviews Evelyn Zohlen of Inspired Financial and learn how ALL women--young women, housewives, working women, and those entering retirement can invest and position themselves for long-term success.

Evelyn M. Zohlen is the founder of Inspired Financial, LLC.  Inspired Financial is a fee-only wealth management practice that specializes in serving women in transition in southern California.  Prior to founding Inspired Financial, Evelyn was a Relationship Manager at The Vanguard Group.  Currently, Evelyn is a Certified Financial Planner™ (CFP®) professional and serves on the Board of Directors of the Financial Planning Association.  Prior to entering the financial services profession, Evelyn served as an intelligence officer in the United States Air Force.

More coming soon.

Stephanie King, WISE® Board Member, interviews Kinnery Patel, an attorney with over 20 years of experience advising legal clients on estate planning, asset protection and estate litigation. Kinnery is currently a Partner at Mozingo & Patel in Irvine, California, and will elaborate on the following points:

Don't miss this important podcast, because later is too late!

Kinnery Patel, Esq. L.L.B. (Honors), L.L.M is an Orange County Attorney, born and raised in London, England, where she completed her legal education and holds an advanced Master of Laws (LL.M) Degree in International Business Law.

Ms. Patel’s focus to practice law is in the fields of Estate Planning, Asset Protection,  Estate Litigation and Business practice.

Ms. Patel is licensed to practice law in:

Ms. Patel was selected as a California Super Lawyer, which rating is the pinnacle of professional excellence, in both legal ability and ethical standards reflecting only the top five (5%) percent of attorneys in California.

Currently, DiMario is contracted by OCTANE, Orange County, California's premier incubator and LaunchPad for life science and tech companies, to lead the Octane Foundation for Innovation as Director, Community Engagement for the Octane Foundation for Innovation (OFI) leading Women Leaders & Entrepreneur, STEM Fellows, Non-Profit Accelerator and Next Gen initiatives to grow the impact of the Orange County innovation ecosystem.