For The Wealth of It

In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses. From consistency and structure to overcoming setbacks, Devon shares how the same principles that build a strong body can also build a successful career. If you’re looking for practical...

In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway, and using a “worst case scenario” test to manage the fear of uncertainty. Daleele also opens up about the grind of the early years (yes, seven-day workweek...

After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™ . What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentional...

In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investment to S&P 500 returns is problemati...

Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy lif...

In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice: Perspective Potential Possibility Prioritization He also explains why gratitude is the foundation of lasting happiness. From his journey through 20-plus jobs to be...

In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transitioning to retirement, and why...

Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe.  After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the com...

Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision.  Zac reveals his entrepreneurial journey, including creative fundraisin...

Registered Dietitian Teresa Spirlin shares insights on making sustainable healthy choices, debunks nutrition myths, and draws fascinating parallels between financial planning and nutrition planning.  From discussing the truth about "superfoods" to exploring how small dietary changes can lead to long-term health wealth, Teresa offers practical wisdom for anyone looking to invest in their...

Josh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding. • Josh's transition from finance to art  • Discovering the vital connection between art and financial...

Podcast Guest: Jerry Petrick Certified Business Advisor America's SBDC - Washington https://wsbdc.org/advisors/jerry-petrick/ Resources mentioned in this episode: Find your local SBDC Advisor The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It Nolo.com

Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™ https://www.linkedin.com/in/ashley-quamme The Wealthy Marriage https://www.thewealthymarriage.com/ hello@thewealthymarriage.com https://www.instagram.com/thewealthymarriage/ https://www.facebook.com/thewealthymarriage Beyond the Plan https://www.beyondthefp.com/ https://www.linkedin.com/company/beyond-the-plan/ https://twitter.com/bamconsults https:...

Episode 4 with Colin Koach Email: ckoach.work@gmail.com Social Media: https://www.linkedin.com/in/colinkoach/

Episode 3 with Laura Lynch Email: laura@thetinyhouseadviser.com Website: https://www.thetinyhouseadviser.com/ Social Media: https://www.linkedin.com/in/tinyhouseadviser/ Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast

Episode 2 with Kirk Godman Email: realtorkirkgodman@gmail.com Phone: (360) 798-0184 Social Media: https://www.instagram.com/kirkgodman/ https://www.facebook.com/godmanrealestate/

Episode 1 with Cara Macksoud Email: cara@moneyhabitudes.com Website: https://www.moneyhabitudes.com/ Social Media: https://www.linkedin.com/in/caramacksoud/