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137: Taking Charge of your Future and Protecting Your Assets with Lauren Foundos and Britany Geautreau
Manage episode 504710345 series 1434086
Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC.
Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited.
Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand.
Key Takeaways:
Britany Geautreau Interview:
3:32 Who Britany is and what her specialty is
4:15 Britany breaks down what a CFA and a CFP are
8:10 When you should use a financial firm rather than an online platform like E-trade
12:23 How people should be researching which firm is right for them, and some questions to ask to vet the firm
15:38 Your relationship with your financial advisor isn't just a one time meeting
19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock
Website:
"In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL"
Lauren Foundos Interview:
24:58 Lauren's target audience
27:36 What is Exhale?
29:32 Whether Lauren has unique content or just leveraging studios that are already in use
30:10 How to find the right classes for your personal style
32:01 Lauren's switch from treasurer broker to on-demand fitness guru
33:32 How Lauren was able to pursue her new venture while still having a W2 job
37:46 The importance of working out when you're feeling overwhelmed
Website:
"There's never the perfect time to do anything"
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
140 episodes
Manage episode 504710345 series 1434086
Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC.
Brittany is a Seattle native, who went on “life’s adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited.
Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand.
Key Takeaways:
Britany Geautreau Interview:
3:32 Who Britany is and what her specialty is
4:15 Britany breaks down what a CFA and a CFP are
8:10 When you should use a financial firm rather than an online platform like E-trade
12:23 How people should be researching which firm is right for them, and some questions to ask to vet the firm
15:38 Your relationship with your financial advisor isn't just a one time meeting
19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock
Website:
"In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL"
Lauren Foundos Interview:
24:58 Lauren's target audience
27:36 What is Exhale?
29:32 Whether Lauren has unique content or just leveraging studios that are already in use
30:10 How to find the right classes for your personal style
32:01 Lauren's switch from treasurer broker to on-demand fitness guru
33:32 How Lauren was able to pursue her new venture while still having a W2 job
37:46 The importance of working out when you're feeling overwhelmed
Website:
"There's never the perfect time to do anything"
Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/
Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/
Free Class: Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund
CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect
Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals
Special Offer from Ron LeGrand: https://JasonHartman.com/Ron
Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com
140 episodes
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