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For The Wealth of It

Jay Boekeloo, Jared Tanimoto, Brett Maikowski

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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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Join 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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In 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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In 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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Join 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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Zac 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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Registered 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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Josh 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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Podcast 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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Episode 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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