Grow Your Business and Grow Your Wealth

Dan is a high school Business/Marketing teacher, real estate investor, and personal finance advocate in Denver, CO. In his 18 years of teaching high school, he has taught a variety of business subjects including personal finance, entrepreneurship, and marketing. Dan’s passions include working with teenagers, advocating for personal finance education, investing in real estate, and promoting the FIR...

A certified business and wealth coach, Guy Baker has extensive experience in financial planning, investments and life insurance. With over 55 years in the industry, Guy has been featured on numerous talk shows and tele-video conferences, including speaking several times on national and international stage. He was selected as the 78th recipient of the John Newton Russell Award, the Life Achievement...

Show Notes   Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence.    Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each clien...

Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner.   Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortl...

Bob Porter is the founder of Porter Investments, a Houston-based money management firm specializing in quantitative, model-driven strategies for individual investors. The firm has worked with PHDs, process engineers, and other industry professionals to develop a series of rules-based investment strategies designed to achieve the goal all stock market investors seek; to participate when the major U...

Chris is a financial consultant in Fortress Financial Partners. He holds FINRA series 7, 63, and 66 registered with Fortress Private Ledger. He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12.   After graduating from Auburn University's Harbert College of Business with a Bachelor's Degree in Finance, Chris relocated...

David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and...

Curtis Bailey is a Financial Advisor at Quiet Wealth Management. His calm and diligent approach to financial planning allows clients to feel comfortable and confident in their financial life. He has been quoted on wealth management topics in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider.   Curtis is the debuting author of  Quality Time Left ,...

Cecile Hult strives to help hundreds of individuals and families create roadmaps leading to personal and financial success. She serves as a practical resource in every aspect of her clients' financial life - including retirement and estate planning, saving for college, investment management, insurance, budgeting, and cash flow generation. Cecile is focused on financial planning and client educatio...

Eric Jaffe is the CEO and co-founder of MOSAIC Wealth Partners, a financial advisory and planning firm based in the Washington, DC area. He serves as the firm's chief strategist and portfolio manager.  Eric has worked in the financial services industry for more than 20 years. He particularly enjoys helping pre-retirees and retirees whether the volatility of markets and achieve their personal goals...

Business owner, financial planner, award-winning educator, and pizza aficionado Justin Goodbread launched his first business when he was 15. From Brunswick, Georgia, he grew up running around barefoot and chasing alligators. His love for helping others with their finances evolved over time, but it began with a dare. A friend bet $5,000 Justin wouldn’t be able to pass three financial tests. With on...

Roger Royse, attorney and partner at Haynes and Boone, LLP, has practiced everywhere from oil patches, Wall Street and Hollywood. He has spent 30 years working in Silicon Valley specializing in tech and is currently involved in the revolutionary business of agriculture tech, how food gets produced and delivered. Roger practices in corporate and securities law, domestic and international tax, merge...

After negative experiences and struggling to find the right financial advisor for his family, Adam Doran left his 16-year career as a police officer and studied to become a financial advisor to do things differently. Adam is a wealth advisor at Prevail in Kansas City, and he believes traditional financial planning has fallen short, that it takes control out of the client’s hands and at Prevail the...

Jeremy Held is a Managing Director in charge of Bow River Capital’s registered asset business, including the firm’s Evergreen Platform. Jeremy guides the strategic direction, investment oversight, research and product development of the firm’s registered products. In our conversation, Jeremy gave invaluable insights into the world of private funds, and he shares the uniqueness and opportunity of t...

The conversation today is with a Chartered Financial Planner from the UK. Joshua Gerstler, FPFS, is with The Orchard Practice, where for the past 11 years he has provided comprehensive financial planning with an expertise in mortgages, protection, pensions and investments. Prior to this position, Joshua was a Chartered Accountant at Deloitte working with multi-national organizations. Although Josh...

Patti Black, CFP and Partner at Bridgeworth Financial has been in the financial planning business since being inspired by a financial planning course she took in college. Now, with over 20 years of experience, Patti is a fiduciary and helps affluent clients align their goals and their money.  Patti has been quoted in many national media outlets including Forbes, Barron’s, Kiplinger’s, US New and W...

Adam P. Smith has written billions of dollars in mortgage and finance deals. He is the President and Founder of the Colorado Real Estate Finance Group, a Commercial and Residential Real Estate Finance Firm. The company specializes in helping both individuals and corporations with real estate, personal and corporate finance. Adam’s best-selling sales book, Just The Tips, and has been published in m...

Carrie Harrington says her favorite topics to talk about are death and taxes. She says it with a sense of humor as she tries to make clients comfortable speaking about the topics and reminding them that having conversations and creating a plan is better than nothing, even if it’s not perfect. Carrie, Partner and Chair of the Trust & Estates Group, Levenfeld, Pearlstein, was named Illinois Super La...

Matthew Bourhis, attorney at Bourhis Law Group, represents claimants in disability, homeowners, and business insurance. He frequently writes about disability insurance and bad faith, with his articles appearing in the L.A. Times, Daily Journal and other media outlets.  Matt believes that the law in an incredibly powerful tool and it’s his responsibility and privilege to use the law to help individ...

Julian Morris, Principal and Founder Concierge Wealth Management, was the first to coin the term concierge when he started the company. He is passionate about educating the public, as well as those who present themselves as financial advisors, that there is an enormous difference between investment advice and integrated financial planning. Prior to starting concierge Wealth, Julian, a Certified Fi...

The first job out of college for Taylor Jessee was working at a Big 4 accounting firm with ultra, high-net worth clients in the ten-million dollar plus club. Jesse holds a BBA and Master’s Degree in Accounting from Baylor University. After working for three years, Taylor knew he wanted to be in the personal finance industry where he could really make a difference in helping people, especially thos...

Throughout the US, corporations understand how American investors and organizations are requiring businesses to take on more social awareness issues and be sustainably attractive. Individuals are actively looking for investment opportunities to align with their personal values. George Gay, CEO of First Affirmative Financial Network, is an investment industry disruptor, and is known as the father o...

While playing football at Florida State University, Ross knew he had a talent in finances and so did his personal financial advisors at Strategic Wealth Specialists. Ross then became a financial advisor himself and has been with the company for 11 years. Today, Ross concentrates on serving dentists, physicians and business owners across the country looking to maximize their earning, investing, and...

Aviva Pinto, Managing Director of Wealthspire Advisors in New York, with 11 offices across the US, is a wealth advisor who guides people in transition to get on the correct financial track. She’s a Certified Divorce Financial Analyst who helps people navigate the financial aspects of the divorce process, and a Financial Analyst who advises those who just sold their business, have received an inher...

Jeffrey Loyd is Co-Owner & Mortgage Broker, Mortgage Acuity Team. He started his career as a mortgage broker 18-years ago but left the industry to work in senior roles managing banking Loan Officers working in retail and asset management. After working at JP Morgan Chase, HSBC, and Bank of America, Jeffrey branched out to re-enter the mortgage industry, this time with a focus on homeowners and hom...