Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Brett Maikowski Podcasts

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Lessons from Our Guests: What We've Learned About Living Intentionally
18:25
18:25
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18:25Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has …
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The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk
1:03:48
1:03:48
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1:03:48In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice: Perspective Potential Possibility Prioritization He also explains why gratitude is the foundation of lasting happ…
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Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.
31:56
31:56
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31:56In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transi…
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Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA
1:06:09
1:06:09
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1:06:09Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered h…
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Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese
1:03:09
1:03:09
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1:03:09Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision. Zac reveals his entre…
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Food for Thought: Investing in a Healthier Life with Registered Dietitian Teresa Spirlin
1:07:35
1:07:35
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1:07:35Registered Dietitian Teresa Spirlin shares insights on making sustainable healthy choices, debunks nutrition myths, and draws fascinating parallels between financial planning and nutrition planning. From discussing the truth about "superfoods" to exploring how small dietary changes can lead to long-term health wealth, Teresa offers practical wisdom…
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From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
53:25
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53:25Josh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding. • Josh's transition from finance to art • Discovering the…
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The Business Owner's Reality Check with Jerry Petrick
57:39
57:39
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57:39Podcast Guest: Jerry Petrick Certified Business Advisor America's SBDC - Washington https://wsbdc.org/advisors/jerry-petrick/ Resources mentioned in this episode: Find your local SBDC Advisor The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It Nolo.comBy Jay Boekeloo, Jared Tanimoto, Brett Maikowski
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Improving Your Relationship with Money with Financial Therapist Ashley Quamme
52:24
52:24
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52:24Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™ https://www.linkedin.com/in/ashley-quamme The Wealthy Marriage https://www.thewealthymarriage.com/ [email protected] https://www.instagram.com/thewealthymarriage/ https://www.facebook.com/thewealthymarriage Beyond the Plan https://www.beyondthefp.com/ https://www.linkedin.com/company/beyon…
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Building Wealth with Purpose: Group Recap and Insights
26:29
26:29
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26:29By Jay Boekeloo, Brett Maikowski, Jared Tanimoto
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Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
1:01:35
1:01:35
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1:01:35Episode 4 with Colin Koach Email: [email protected] Social Media: https://www.linkedin.com/in/colinkoach/By For The Wealth Pod
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Living Big by Going Small w/ Tiny House Adviser Laura Lynch
52:25
52:25
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52:25Episode 3 with Laura Lynch Email: [email protected] Website: https://www.thetinyhouseadviser.com/ Social Media: https://www.linkedin.com/in/tinyhouseadviser/ Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcastBy For The Wealth
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Building Wealth through Real Estate with Kirk Godman
46:47
46:47
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46:47Episode 2 with Kirk Godman Email: [email protected] Phone: (360) 798-0184 Social Media: https://www.instagram.com/kirkgodman/ https://www.facebook.com/godmanrealestate/By For The Wealth
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Leaving Wall Street to Find True Wealth with Cara Macksoud
1:13:44
1:13:44
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1:13:44Episode 1 with Cara Macksoud Email: [email protected] Website: https://www.moneyhabitudes.com/ Social Media: https://www.linkedin.com/in/caramacksoud/By For The Wealth
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