The WEInvested Podcast

Co-founder of Paradigm Shift Financial, Thomas Blottenberger, CFP, ChFC, ABFP, is not your average financial planner. He is an American Dream Experience Leader, guiding individuals to actualize their American Dream by aligning their mindset and financial investments with their greater purpose! Thomas entered the world of financial planning in 2010, eagerly anticipating his opportunity to make a di...

In this episode, we sit down with Jamari Thorne , a trailblazing entrepreneur who is making a significant impact in the world of insurance. Jamari's journey from a young professional to a successful insurance broker is a story of resilience, determination, and an unyielding commitment to her community. We explore how Jamari navigated the challenges of breaking into an industry where minority repre...

Adam Koós, CFP®, CMT, CFTe, CEPA is the President and portfolio manager at Libertas Wealth Management Group, Inc., a NAPFA-affiliated, Fee-Only Fiduciary RIA firm, located in Columbus, Ohio. Adam grew up absorbing the power of deep, meaningful relationships that his father fostered in his optometry practice. This early exposure to entrepreneurialism sparked his desire to one day own a business whe...

Kevin Davis, a native of Brooklyn, New York, spent much of his childhood reciting original poems and rhymes, influenced by the hip hop craze like any other inner-city child in the 80’s. In 1989, he was signed as a rapper to Warner’s Brothers Records. At the age of 23, he had his first hit record called, “Stomp” and toured the world for five years. He became a stockbroker in 1995, inspired by the E...

Mark is the founder of TaxWise Partners and a Tax Savings Architect. He brings over 20 years of successful business operation and high level consulting experience to the table for the clients and financial professionals he services. Mark employs the same discipline and tenacity in finding tax savings as he did serving his country as a former Marine Corp Sergeant in Bravo Company 4th Marine Divisio...

Peter Curk is the CEO at ICONOMI, a trailblazing digital assets portfolio management platform designed to democratize access to the new economy, crafting tailored cryptocurrency solutions for all investor types. As an FCA-registered entity, ICONOMI ensures a secure, diversified, and carefully managed investment experience. With a decade of diverse experience, Peter’s expertise includes product mar...

John-Mark Young understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor & Chief Investment Ocer for Whitaker-Myers Wealth Managers he puts his clients, and their needs, first. John-Mark is...

Jessica helps young adults, professionals and entrepreneurs live the lifestyle they WANT by introducing foundational principal of personal finances and wealth building, they were never taught. As a licensed Social Worker, Jessica brings a unique holistic approach to helping clients identify the root to their poor financial habits in order to have peace and confidence, mentally and financially. web...

Kimberly Ann Flynn, CFA is a highly accomplished President and partner at XA Investments, where she leads product and business development initiatives. Having previously served as the Senior Vice President and Head of Product Development for Nuveen Investments' Global Structured Products Group, Kim's leadership and dedication played a pivotal role in  developing over 40 closed-end funds  a...

Dr. Daniel Daniel is the crypto trainer that entry level investors deserve. With a keen focus on breaking down the barriers to entry, Dr. Daniel is committed to demystifying crypto investing and stopping the gatekeeping of knowledge that can make investing in crypto seem impossible to those who are beginners. Drawing on his extensive experience in teaching, training and a deep understanding of cry...

Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founder of CFO•AF, a financial services and business consulting firm specializing in industries ranging from construction to crypto. Byron is Chief Financial...

GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting entrepreneurs and real estate investors in protecting their assets. The companies he founded, Corporate Direct and Sutton Law Center, currently help more th...

Robert Plotkin is a leading expert in leveraging AI to maximize creativity and innovation. His book, The Genie in the Machine, was the first (and still the only) work to address the impact of generative AI on innovation and the patent system. Recognized as a thought leader in human-AI collaboration, Robert empowers individuals with the essential skills they need to harness AI to supercharge their...

Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetime contributions to Americans’ economic security with the prestigious Ray Lillywhite Award. She is on a mission to help rising leaders retire on their time a...

Greg is an investment banker, angel investor, entrepreneur and regular host of a career podcast about the world of work and business. His day job involves advising corporate clients and business owners as they relentlessly pursue growth at all costs to earn the next million dollars. Working on Bay Street (the Wall Street of Canada) Greg is surrounded by high achieving professionals across law, acc...

Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies. Nolan is on a mission to empower entrepreneurs to achieve their goals and unlock the full potential of their enterprises. He understands that a well-tuned and financially sound business is the key to success, and he works tirelessly to ensure...

Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified Financial Planner (CFP®). With a track record of serving hundreds of clients, Derek’s financial acumen earned him the prestigious Five Star Wealth Professi...

Michael Charles is the founder of Credit Freedom Solutions. Michael began to witness the relentless efforts his parents made to provide him with every possible advantage they couldn't afford for themselves. This experience instilled in him a deep sense of responsibility. He realized that school wasn't just about grades; it was about honoring their sacrifices, so he pushed himself to excel....

Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. He leverages his extensive background in accounting, finance, and his experience as the former chief financial architect of a cutting-edge financial firm to offer a unique perspective on a...

Tony Steuer , CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money , presents The Get Ready Method, which he created to empower people to take control of their money while providing a framework for integrating financial products, fina...

Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, and public speaker, renowned for his mindfulness-based approach to money. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 billion in assets, Spencer has transformed the lives of his clients and helped them achieve financial success on their own terms. Spencer challenges the stere...

Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and FireEye/Mandiant. He received his B.S. and MBA in Business and Economics while studying in China, Hong Kong, and The Netherlands, as well as several post-gradua...

Tyler Nicholls, a dynamic and seasoned entrepreneur with a passion for making a significant impact, is dedicated to serving people on a large scale through innovative software solutions. A graduate of Brigham Young University with a degree in Business Strategy, Tyler possesses a strong academic background that has informed his entrepreneurial pursuits. His dedication to education led him to a teac...

Jordan Berry is the Founder of Laundromat Resource and a multi-Laundromat store owner. Jordan works hard to make LaundromatResource.com a community that is dedicated to teaching one another, learning from one another, growing together, and succeeding together! #laundromat #laundromatbusiness

BEYOND FORMATION offers a holistic, hands-on, Agile approach to building, running, and funding a world-class business into easy-to-follow, customizable, results-oriented steps and strategies. GEOFF BLAISDELL teaches audiences how to align stakeholders, turn innovation into action, and attract talent and capital at any stage of growth.