Platinum Talks Wealth

Episode 123: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with corporate leader turned entrepreneur Kelly McGinnis for a candid conversation about agency, ageism, money memories, and what it really takes to walk away from a high‑level executive career to build something on your own terms. Kelly shares how she spent more than 20 years rising through CFO,...

Episode 122: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with financial advisor and accountant Dave Scott for a thoughtful conversation about the habits, mindset, and life experiences that shaped his financial journey. Dave shares how growing up in a structured military household, running a 150‑client paper route in fifth grade, and navigating early fin...

Episode 121: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Tricia Scarletta, who leads the education savings business at JP Morgan Asset Management, for a deep dive into 529 plans. Tricia breaks down how 529s work, the surprising range of qualified expenses, from two and four-year colleges to trade schools, apprenticeships, tutoring, K–12 tuition, an...

Episode 120: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits with Washoe County District Attorney Chris Hicks, who shares what he’s seeing behind the scenes as financial scams targeting seniors continue to rise. Chris breaks down how schemes work, why fear and urgency make people vulnerable, and the real cases where victims lost up to $500,000. He offers practic...

Episode 119: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell sits down with Katie Talento, a healthcare policy expert, former White House health advisor, and epidemiologist who now builds health plans for employers. Katie Lento pulls back the curtain on what’s driving America’s healthcare crisis from misaligned incentives to hidden pricing to the trillion‑dollar inte...

Episode 118: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Taryn Huget, a senior leader at LPL Financial, for an inspiring conversation about unyielding leadership, overcoming fear, and the money memories that shaped her relationship with financial independence. Taryn opens up about the word her colleagues used to describe her— unyielding —and how discipli...

Episode 117: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Will Shaw, former NFL player turned tech entrepreneur and M&A advisor, for a powerful conversation about reinvention, disciplined money habits, and the financial lessons that shaped his life. Will shares his winding journey from playing for the Steelers and Eagles to building and selling tech c...

Episode 116: In this episode of the Platinum Talks Wealth Podcast, Jennifer Rogers Markwell welcomes Stephanie Funk, estate planning attorney and owner of The Funk Firm, for a powerful conversation about planning, protection, money memories, and the financial infidelity that changed the entire trajectory of her life. Stephanie shares how she found her way into estate planning, why personalized leg...

Episode 115: In this episode of the Platinum Talks WealthPodcast, Jennifer Rogers Markwell welcomes Kimberly Sanders, champion of advisor independence at LPL Financial, for a candid conversation about independence, leadership, and the money memories that shape us. Kimberly shares how her lifelong independence influences her work and family life, her early money lessons from always working and the...

Episode 114: In this episode of the Platinum Talks Wealth Podcast, Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Dr. Robin; author, executive coach, and the “Mental MacGyver” for an extraordinary conversationabout identity, resilience, and the lifelong psychology of money. Dr. Robin shares her astonishing journey from growing up ina religious cult to being married at 18 to her f...

Episode 113: In this episode of Platinum Talks Wealth Podcast , Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Carrie Rich, as she shares her journey of building companies founded on big ideas that positively impact humanity, including more than a decade leading a global nonprofit that invests in entrepreneurs using financially viable businesses for good. Carrie also discusses th...

Episode 112: In this episode of Platinum Talks Wealth Podcast , Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell welcomes Nicole Quinn Miles, a health and welfare consultant who helps businesses optimize their employee benefits programs. Nicole shares how a chance Friday sales call launched her 20-year career in insurance, and how a deeply personal money memory shaped her commitment to empo...

Episode 111: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Dee. She specializes in helping executive women overcome burnout, hormone imbalances, and chronic exhaustion to reclaim their vitality and edge. In this episode, they explore the intersection of how physical well-being influences decision-making, the emotiona...

Episode 110: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Ted Klontz, widely known as “The People Whisperer.” As Associate Professorof Practice and Financial Psychology at Creighton University and Director of the Financial Psychology Institute®, Dr. Klontz brings a unique lens to the emotional and behavioral pattern...

Episode 109: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Briana Pusateri, a seasoned banking professional whose personal and professional evolution offers a candid look at how life transitions shape our financial mindset. In this episode, they explore the emotional ties to money, the importance of financial transparenc...

Episode 108 : In this episode, we sit down with Nu Chareunrath, a CEO who leads with more than just strategy, she leads with heart. From her early career days of always being client centric to launching her own fractional services firm, Nu’s journey is rooted in the belief that business should feel personal, purposeful, and people-first. Join us for the conversation as we deep dive into money, fam...

Episode 107 : Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in conversation with Dr. Aleksandra Gajer, a devoted medical professional originally from Poland and raised in the U.S., whose passion lies in transforming healthcare. In this episode, they explore the powerful connection between financial well-being and physical health, sharing per...

Episode 106 : Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she talks with Sarin Barsoumian founder of SMB Financial Strategies for a powerful and insightful conversation about independence, values, and advocacy in the financial industry. Together, they explore the importance of long-term relationships, open communication, and empowering...

Episode 105: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she talks with Criss Madrigal for a raw and inspiring conversation about alignment, motherhood, and healing. Criss shares her journey of becoming a mother of three in just two years, including identical twins with complex medical needs, all while navigating a demanding corporate c...

Episode 104: Join Emmy®-Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she sits down with Tatiana Honein, intern at Platinum Wealth Management and Finance major at the University of Nevada, Reno. In this eye-opening conversation, Tatiana shares her journey as a student and intern, offering fresh perspectives on finance while expanding her skill set t...

Episode 103 of the Platinum Talks Wealth Podcast: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, in this episode with Vanessa Mitera—a devoted mom, wife, and faith-driven brand strategist. Vanessa opens up about her journey from the corporate world to discovering a deeper calling: helping women entrepreneurs build meaningful, value-aligned br...

Episode 102: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she chats with April Davis, the Founder and CEO of LUMA Luxury Matchmaking. In this episode, April opens up about her personal journey with matchmaking—from making her first successful match at age 16 to turning it into a thriving business recognized on the INC 5000 list. She shar...

Episode 101: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, as she chats with Tricia Scarlata, Head of Education Savings at J.P. Morgan. In this episode, Tricia opens up about her personal journey with educational planning—highlighting what worked, what didn’t, and the valuable lessons she now applies in her professional role. Guest: Tricia S...

Episode 100: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management, for a candid conversation with her husband, Marc Markwell. In this episode, they both open up about their personal money memories and explore the challenges of financial infidelities while shedding light on the emotional side of money and relationships. Guest: Marc Markwell Guests or...

Episode 99: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Chelsea Williams: The visionary behind Core Solutions Group a company empowering law firm owners and also lifting women through her podcast The Money Whisper. With over a decade of law firm accounting experience, she started out as a single mother at 20, working multi...