As your wealth grows, life can quickly become complex, creating the need for more focused planning around finance, tax, and legacy planning. Illuminating your blind spots with the right information is the basis for controlling risks and enjoying that which matters most to you. Our podcast is dedicated to creating better outcomes in a complicated arena. Our curation of timely information was developed from our passion to help our listeners address the many elements that affect intended outcomes. We have a long and successful track record of working with people who want to grow and protect their assets, and succeed.
Simon Brady, CFP®
Ryan Payne
Brent & Chase Wilsey
Will Brown and Adam Eagleston
Jay Pluimer, AIF® CIMA®
Team Hewins
Ford Financial Group
Jay Taylor
Bloomberg
Focused Wealth Management
Thrivent Asset Management
Michael Dow, Beacon Pointe Advisors
EURIZON
Commerce Trust Company
The Wise Investor Group®
Henssler Financial
Johnny Gibson, Cameron Dawson
Andrew Willms
NPR
Dan Stewart, Tim Reazor, Don Vandenbord and Hunter Mozingo
None
Nedbank
Walker Crips Investment Management Limited
None
Walter
Geremy van Arkel, CFA® and Shannen Carroll
CNBC
Nathaniel E. Baker
Jonathan Davis & Peter Seilern
Breezy Briefings
Steadyhand Investment Funds Inc.
Keith Lanton
Dan Stewart, Don Vandenbord, Ted Zhang, and Connor Bates
UCLA Extension Business Programs
Crush The Street
Don Creech and Perry Sikes
None
XM.com
Call Put Strike - Financial News & Insights
Kalilah Reynolds
Mike Frazier
Dan Grioli
John Rubino
John Polomny
www.JustOneLap.com
JustOneLap.com
Tom Harvey
Kerry Lutz
McGraw Hill
Kevin Thompson, RICP®, CFP®
Fintastic
The Personal Wealth Coach (Jeff and Jake McClure)
Marcus Today
First American Bank
Mark Martiak
Anton Bayer
Steven Van Metre
Norvel M Crandall
Afik Tori
InvestSense
NetMakers
PensionCraft
None
Whalen Financial
Spencer Campbell
Prometheus Research
Mark McEvily
Michael Batnick and Ben Carlson
Institute of Trading and Portfolio Management (ITPM)
Jim Collison
Lance Roberts
Agoracom.com
True North Wealth Partners
CNBC
We Talk Fin
Reformed Millennials
Strong Valley Wealth & Pension
None
John Pugliano
Lance Roberts
John Pugliano
Avenue Investment Management
Asset Strategy
David Zarling, Ian McMillan
Marcus L. Craig
Marcus Today
Lori Zager & Lisa James
Brouwer & Janachowski
Craig Pluta
Marc Penziner
Southwest Investment
Ivan Sichkar, CFA, FRM, CFP®
Kevin Bae
Kerry Lutz
newcourt
Chuck Jaffe
Terry Ruffolo
The Straits Times
760 KFMB AM - San Diego
Moe Ansari