NoBS Wealth®

Explore the inspiring and transformative journey of Jorrell Bland in this captivating episode of our podcast. Born and raised in the challenging environment of Harlem, New York, Jorrell has navigated his way through adversity to pursue a career in financial planning. His story is not just about personal success; it's about breaking barriers and making finance accessible and understandable for...

Welcome to the latest episode of the "No BS Wealth Podcast," where we delve into the world of alternative investments with industry expert Shana Orczyk Sissel. In this enlightening session, Shana, the CEO of Banrion Capital Management, shares her insights on the expansive universe of alternative investments. From hedge funds to real estate and beyond, learn how alternatives can diversify...

Dive into a riveting episode of the No BS Wealth Podcast, where we sit down with Mariana Lacombe, the visionary behind Quantum Evolution. Known for her bold approach to financial empowerment and entrepreneurial mindset, Mariana shares invaluable insights that shatter conventional myths about coaching and wealth management. Tune in for a deep dive into her transformative journey from a humble upbri...

Join us on a transformative journey with Mar De Carlo, a visionary entrepreneur and one of the most dynamic forces in global business consulting. In this episode of the No BS Wealth Podcast, Mar shares her compelling story from the initial spark of entrepreneurship to creating a thriving international organization. Dive deep into how she navigates the complex interplay between business success and...

Welcome back to the NOB$ Wealth Podcast Minority CFP Series, where we delve into the journeys of minority Certified Financial Planners and their unique contributions to the financial industry. In this episode, we have the pleasure of welcoming Misty Lynch, CFP®, back to the show. Misty, a standout guest from our 12 Days of Giving series, shares her personal journey, the evolution of her business S...

Welcome back to the No BS Wealth Podcast Series! 🎉 Dive into the heart of marketing maze with "The Unhinged Truth About Marketing: Navigating the Maze of Social Media, Personal Branding, and Beyond Pt. 2" . Missed Part 1? Catch up here . 🚀 Episode Highlights: Layers of Marketing: From personal branding to the pivotal role of PR, we uncover how each layer impacts your business. The PR P...

Dive deep into the world of marketing with the latest episode of the NoBS Wealth Podcast, where we tear down the conventional boundaries and get real about what it takes to make your brand stand out. This is Part 1 of an unhinged, insightful conversation that you don't want to miss. We're unpacking everything from the essence of marketing, the power of personal branding, to the undeniabl...

In this enlightening episode of the No BS Wealth Podcast, we dive deep into the world of estate planning with Griffin Bridgers , a seasoned professional renowned for his innovative approach to legacy and estate planning. Bridgers shares invaluable insights on why estate planning should be more about building relationships and less about mere transactions. From discussing the misconceptions surroun...

In this episode of "Pathways to Success," we sit down with Kelsey Mead, a dynamic entrepreneur and coach with over a decade of experience in various industries. Kelsey takes us through her entrepreneurial journey, sharing lessons learned from her ventures, including a unique healthy vending machine business and her transition into coaching.  We'll discuss the importance of mindset i...

In this enlightening episode, we're joined once again by Gabriel Langley, the entrepreneurial mind behind Alpha Group Innovation (AG Management), for a deep dive into the intricacies of strategic growth and the significance of laying a solid foundation for future success. Despite a rocky first attempt at recording, the insights and narratives we uncover in this session are too valuable to pas...

Join us on this inspiring episode of the Nob$ Wealth "Money Mindset Series" as we dive deep into the heart of financial planning with the extraordinary Julie Johnson. With a career spanning over two decades, Julie brings a wealth of knowledge, empathy, and innovative strategies to the table, challenging the traditional norms of the industry. This discussion isn't just about wealth m...

In this enlightening episode of the NoBS Wealth Podcast, host Stoy Hall, CFP®, engages in a compelling conversation with Heather Binns, a renowned health and fitness strategist, athlete, coach, and bestselling author. Heather shares her journey from the corporate world to becoming a prominent figure in the health and fitness industry, offering unique insights into the parallels between managing we...

Join us on the NoBS Wealth Podcast as we delve into an enlightening and moving conversation with Rochelle G Prosser RN, CLNC, a seasoned Neurotrauma ICU nurse and a passionate advocate for improved cancer care. With over 30 years of experience in the healthcare industry, Rochelle shares her deeply personal story involving family members' battles with cancer and how these experiences propelled...

🎄 "12 Days of Giving" Series - Day 12: The Impact of a Modern Family Office with Stoy Hall, CFP® 🎄 Merry Christmas Eve! In the final episode of our series, join me, Stoy Hall , as I share a deeply personal story of one of my clients. This episode highlights the journey of a family facing unexpected tragedy and financial chaos, and how a modern family office approach helped them navigat...

🌍 "12 Days of Giving" Series - Day 11: Embracing Expat Retirement with Tommy Sikes Welcome to Day 11, where we have the pleasure of hosting Tommy Sikes , exploring the exciting concept of expat retirement in Italy and France. In this episode, Tommy shares insights into how affordable housing and the cost-effective lifestyle in these European countries can be a game-changer for your reti...

🌟 "12 Days of Giving" Series - Day 10: The Power of Financial Belief with Shehara Wooten 🌟 Welcome to Day 10 of our empowering series! Today, we're joined by Shehara Wooten , sharing the inspiring story of "Kelly", a recent graduate who embarked on a life-changing financial journey. From starting with nothing to building a robust financial foundation, this episode is a p...

🎉 "12 Days of Giving" Series - Day 9: Mastering Debt Management with Romy Pickron 🌟 Welcome to Day 9! In this episode, we're joined by the inspiring Romy Pickron , delving into the often daunting world of debt. Romy shares her personal experiences and professional insights, illustrating that overcoming debt is not just a dream, but a very achievable reality. 👉 Listen to the full...

🎄 "12 Days of Giving" Series - Day 8: Exploring Entrepreneurship in the Holiday Season with Misty Lynch 🌟 Welcome to Day 8 of our festive series! Today's episode features Misty Lynch , a profound voice in the world of small business and entrepreneurship. We dive into the emotional and financial rollercoaster that business owners often experience, especially during the holiday seas...

Welcome to Day #7 of our 12 Days of Giving series! In this episode, we're joined by the incredible Lei Deng, CFA, CFP® . Together, we delve into a client story that sheds light on the emotional and behavioral aspects of financial planning. Lei specializes in assisting children of immigrants, small business owners, and individuals with unique financial backgrounds. She emphasizes the importanc...

🌟 Day #6 of our 12 Days of Giving Series 🌟 In this episode, Larry Sprung, CFP® w/ @MitlinFinancial   and Stoy Hall, CFP® , share the inspiring story of a family's 10-year financial journey. This family faced scattered assets, uncertain retirement goals, and unexpected health challenges. Discover how comprehensive financial planning transformed their lives, helping them consolidate assets, p...

🌟✨ 12 Days of Giving: Day #5 with Karen Coyne ✨🌟 🎄 Excited to share Day #5 of our 12 Days of Giving series with the incredible Karen Coyne, CFP® . 🎁🔍 Karen's wisdom and insights are truly enlightening, especially when it comes to understanding your financial journey. In this episode, Stoy Hall and Karen dive into a client story that sheds light on the unique challenges and victories th...

🎉 12 Days with Dom: Day #4 - Navigating Financial Transformation 🎉 Join Stoy Hall and Dominique Henderson in this impactful episode as they unravel a client's journey to financial empowerment. Discover the true essence of financial planning, extending beyond numbers to life-changing transformations. 🚀 Episode Highlights: The power of client stories in financial planning. Balancing W-2 jobs...

🌟 Day #3: The Power of Affirmation in Family Finance 🌟 In this episode of the 12 Days of Giving series with Cody Garrett , we dive into the compelling story of Susan, a retiree navigating financial decisions as a non-working spouse. YouTube: Watch Episode Here ! 🔍 Key Discussion Points: The unique challenges of non-working spouses Susan's journey from retirement to financial decision-makin...

Welcome to Day 2 of our special series, "12 Days of Giving"! In this episode, Stoy Hall, CFP® and Ashley Quamme explore the transformative power of seeking help proactively in relationships and finances. Dive into a couple's journey through unexpected changes, financial shifts, and rediscovery. Learn the importance of dedicated time to reflect and grow. Join the conversation, subscr...

Welcome to Day 1 of the "12 Days of Giving" series! 🌟 In this special episode,  @stoyhall   and his boys, Lincoln and Croix, kick off the holiday season by sharing the purpose behind this unique series. It's not your typical giving back; it's about giving you insights and lessons through real and impactful client stories. Why 12 Days of Giving? It's a chance to reflect on...