Kendall & The 210zies: Recent Episodes
210 Financial
Did you know Phil is an avid hummingbird fan? Did you know Carrie used to want to be a kindergarten teacher? And that's just the beginning! In this podcast, Kendall & the 210zies (Kenzie and Mikkinzie) are interviewing everyone from the office to give you the inside scoop on your 210 Financial team! Listen in for some crazy stories and fun facts! // 210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies. 01066205 10/21
Family is what's most important to us here at 210, and so we're excited to introduce you to a special person on our team who's part of our family! Mac is the paper-getter, soda-grabber, furniture-put-togetherer, and if we're honest, really the backbone of the whole operation here at 210!
And did you know Mac was only 2 pounds, 7 ounces when he was born?
In this quick episode, we're talking about:
- What 210 means to him and stuff he does around the office
- His love of baseball and the positions he plays
- His unique dream job
- And many more fun facts!
We hope you enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.*
Did you know Kendall was the valedictorian of his class? You’ll have to listen in for that full story. 😉
In this episode, we're introducing you to Kendall Stahl, one of our Advisors here at 210 (also known as Carrie’s better half!)
In this episode, we're talking about:
- How he went from farming to finance
- His surprising favorite restaurant
- And his famous pick up line
We hope you enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016061 08/21*
Did you know Carrie used to want to be a kindergarten teacher? We’re glad she found her way to the 210 team!
In this episode, we're introducing you to Carrie Stahl, our Chief Operations Officer here at 210! We also like to call her our Coach Carrie, since she’s always keeping us on track and coming up with the game plan for us all!
In this episode, we're talking about
- The journey that brought her to 210
- How Kendall and Carrie came to be!
- What 210 means to her
- And the time she thought her dad fired her
We hope you enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016385 08/21*
Did you know Phil is an avid hummingbird fan? You’ll have to listen in for more on that.
In this episode, we're introducing you to Phil Cooper, our Founder and Advisor here at 210!
Today, we're talking about
- The entire back story that brought about the 210 Financial business
- Phil’s ideal breakfast order
- The significance of the number 210
- and so much more!
Enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016390 08/21*
Did you know Kelly has worked in nearly every position at 210? She keeps our doors open and we’re so grateful for her!
In this episode, we're introducing you to our very own Kelly Cooper! Along with being the “matriarch” of the company, she is also the Client Operations Director.
In this episode, we're talking about:
- An awesome pep talk about failures and lessons
- The story of how Phil and Kelly met
- And a few fun facts you may not know about her!
Enjoy the listen!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016053 08/21*
Did you know Jesse can do some pretty solid impressions? Be sure to catch those in this one!
In this episode, we're introducing you to Jesse Psinas! He serves at 210 at our Client Service Specialist.
In this episode, we're talking about:
- A few crazy shoplifting stories from his security days
- Some new services he brings to the firm
- The amount of times he’s been to Disney!
Thanks for listening!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.*
01016050 08/21
Did you know Katie is our go-to fact checker and if you hear giggles in our office it’s probably her?
In this episode, we're introducing you to Katie, our Client Operations Specialist here at 210! They make sure all of your paperwork is in order before you sign it and beyond!
In this episode, we're talking about:
- Her ideal job title
- Where you will find her at lunch time in Peoria
- Her first post-COVID dream trip
- What comes to mind when she thinks of 210
- and more!
We hope you enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016393 08/21*
Did you know Kenzie loves to fish for bass and can sink a 3-pointer?
In this episode, we're introducing you to Kenzie, our Client Relations Administrator here at 210! She is the first person you hear when you give us a call.
In this episode, we're talking about:
- Her favorite sport
- The biggest item on her to-do list
- What she used to consider her dream job
- and a whole lot more!
We hope you enjoy!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016057 08/21*
Did you know Gary has a degree in Computer Programming and loves brownies?
In this episode, we're introducing you to Gary, our Insurance Agent here at 210! He builds our retirement blueprint for our clients.
In this episode, we're talking about:
- What age Phil was when Gary met him
- The number of times he has been to Disney
- How he schemed to get a date with his now wife
- And a whole bunch more!
We hope you enjoy!
--
*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016316 08/21*
You may not know this, but Mikkinzie has a whole past famous softball player side of her! You’ll hear more about this and so much more in her episode!
In this episode, we’re introducing you to Mikkinzie Stokes, our Marketing Coordinator. She keeps our clients connected, events running, and so much more!
Today, we're talking about
- Her favorite and least favorite parts of her job
- What brought her to 210
- The three most influential people in her life
- And a lot of laughs along the way!
Enjoy the listen!
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*Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
210 Financial is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and 210 Financial are not affiliated companies.
01016383 08/21*