Claim OwnershipMoney Talk with Brandon Steele
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The Money Talk with Brandon Steele, CFP®, ChFC® Podcast brings you interviews with a variety of industry professionals who share their unique perspectives and experiences in the business world. Past guests have included experts from aerospace, technology, insurance, accounting, real estate, and more!
Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.
46 Episodes
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In this special edition of the Money Talk podcast, Brandon shares the impacts that we may see from the Israel-Hamas war to the United States economy and stock market. From oil prices to inflation, tune in below to discover what may be on the horizon as this devastating conflict continues in the Middle East.
When polled, 90% of employees believe teams are critical to success in their organization, but only 25% believe their team to be effective. Whether you find your team to be effective or not, what are some strategies that successful teams employ? In this conversation, executive coach and consultant Liv Olson shares insight into ways to overcome team challenges, how to foster innovation, and strategies for smaller teams. For nearly 20 years, Liv Olson led Human Resources and People Operations for mission-driven financial services organizations. During this period, her organization was named among Washington’s best workplaces for nine consecutive years. Today, she works with individuals and teams to unlock and leverage core elemental skills and insights that, until now, have remained hidden. To learn more about Liv and her services, visit her website.
Planning for college can be stressful. With rising tuition costs, it can be overwhelming to think about the future when it comes to creating a education savings plan. Whether you are thinking about college savings options for your children in the future or have kids quickly approaching college age, what should you know about 529 plans and education funding options? In this conversation, College Inside Track educator Heidi King shares insight into today’s college landscape, how to create a college savings plan, and what you should know to prepare your children for college applications.Heidi King is an educator with College Inside Track. Her first career as an airline pilot of 20+ years taught her to manage important projects in time sensitive situations, arriving at the destination safely, on time and efficiently. She applied those same skills when helping her two boys find their right college fit, and now does the same helping thousands of families at College Inside Track. Outside of work, Heidi lives in the Chicagoland area with her family where you will often find her in one of the area tennis courts.
Selling your small to mid size business is a big decision. Whether you are a small business owner thinking about what the future may hold or are ready to retire from your business in the next few years, what should you know about selling a business in the state of Washington? In this conversation, Washington Business Brokers founder Ryan Hemmert shares insight into selling your business, how best to prepare your business for sale, and what you should know about the new Washington state capital gains tax. Ryan Hemmert founded Washington Business Brokers to serve the needs of business owners, buyers, and investment groups. Ryan and his team bring a refreshing, can-do positivity to the work that they do, adding value to every conversation. This episode was filmed at Serendipity Café and Lounge in Seattle’s Magnolia neighborhood.
Equity compensation can quickly make up a large part of an employee’s investment portfolio. Whether you already have received equity compensation from an existing employer or are weighing a new job offer, what should you know about stock grants, stock options, and RSUs? In this conversation, Mainsail’s lead advisor Samantha Kennedy joins Brandon to share insight into the most common employee equity compensation plans and what to know about earnings season and layoffs. Samantha Kennedy has been in the financial services industry for the past nine years, helping clients build a roadmap to reach their goals. She loves being able to help individuals and families prepare for a financially stable future and be a part of their wins as they conquer fears and reach their goals. At the age of three, Samantha was adopted from China by a loving family. Later, she pursued higher education at Pacific Lutheran University as a fianance major and mathematics minor. In her free time, Sam enjoys daily runs, hiking, and camping in the PNW with her husband.
As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.Jeff Gilbert has been operating his law practice in Mukilteo, WA since 1995, serving the greater Snohomish, King, and Island county. His practice focuses primarily in the areas of estate, trust, probate, family law, contract review and preparation, and small business formation. He is involved in the local community, serving as past president and as a board member for the Mukilteo Chamber of Commerce and in the Chamber's scholarship committee. Jeff lives in the city of Mukilteo since 1992 with his wife and 3 daughters.This episode was filmed at Honor Coffee in Downton Bellevue, a coffee shop serving the finest coffee, matcha, and baked goods.
As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.Jeff Gilbert has been operating his law practice in Mukilteo, WA since 1995, serving the greater Snohomish, King, and Island county. His practice focuses primarily in the areas of estate, trust, probate, family law, contract review and preparation, and small business formation. He is involved in the local community, serving as past president and as a board member for the Mukilteo Chamber of Commerce and in the Chamber's scholarship committee. Jeff lives in the city of Mukilteo since 1992 with his wife and 3 daughters.This episode was filmed at Honor Coffee in Downton Bellevue, a coffee shop serving the finest coffee, matcha, and baked goods.
The number of insurance options out there can be confusing. How do you determine what insurance you really need and select the right coverage for yourself and your family? In this conversation, insurance expert Ryan Ferrie joins Brandon to share insight into what insurance options are available, what you may need, and the latest update about Long Term Care Coverage and the CARES Fund. Ryan Ferrie has been in the insurance industry for over 20 years, serving as a claims adjuster, sales manager, and agency owner at Empire Insurance Brokers. When he’s not busy at work, Ryan is an avid football fan and father to three children who keep him going daily. He loves his home in the Pacific Northwest, and all the great outdoors offer. This episode was filmed at Top Pot Doughnuts in Downton Bellevue, a favorite treat for many celebrations here at Mainsail. Learn more at toppotdoughnuts.com!
In this special edition of the Money Talk podcast, Brandon shares the impacts of the recent mid term elections. From the stock market to the economy and upcoming legislation, tune in below to discover what may be on the horizon as we look ahead into 2023.
The local economy can have a huge impact on resident’s quality of life. How is the current economy, housing market, and pandemic recovery affecting Bellevue, WA locals? In this conversation, Deputy Mayor Jared Nieuwenhuis joins Brandon to share insight into what is happening in the local economy here in the greater Bellevue area.Deputy Mayor Jared Nieuwenhuis was elected to the Bellevue City Council in November 2017, and chosen as deputy mayor in January 2020. His focus is on neighborhoods and results-oriented local government. Jared represents the council on the King County Domestic Violence Initiative Regional Task Force. He is council liaison to the East Bellevue Community Council and Human Services Commission. Outside of his time on the council, he is an avid cyclist who enjoys riding through Bellevue’s neighborhoods and spending time at Downtown Park with his family.This episode was filmed at Bake's Place in Downton Bellevue, a favorite happy hour, event, and outdoor dining spot. Learn more at bakesplacebellevue.com!
Building relationships and networking can be key no matter what stage of life you are in. But how can you build stronger relationships, and find networking events? In this conversation, Young Professionals Director Marissa Gaston joins Brandon to share networking tips and tricks for your next in person event. Marissa Gaston is the Young Professionals Director at the Washington Policy Center. Washington Policy Center (WPC) is an independent, non-profit 501(c)(3) research and educational organization informing people about bills, roll call votes and other legislative action taking place in Olympia. In September 2021, Marissa was named a 30 under 30 honoree by 425 Business magazine. You can learn more about Marissa and her work with Washington Policy Center here: https://www.washingtonpolicy.org/
With rising interest rates nationwide, what does this mean for the Seattle real estate market? In this conversation, real estate broker Rob McGarty joins Brandon to share what he is currently seeing in the housing market and what we might expect ahead.Rob McGarty is the founder and designated broker at Bushwick Real Estate in Seattle. Rob has been helping his clients buy and sell homes in the Seattle community since 2004. Additionally, Rob was the first agent at Redfin. He’s known for his experience and skills negotiating top dollar when selling, winning the multiple-offer situations, and is full of expert ideas and advice for making your house your home. You can get in touch with Rob McGarty on his website, Facebook, LinkedIn, or Instagram.
What is one area that most couples struggle with? Finances. No matter where you are at in your relationship, managing finances can be a challenge. In this conversation, psychotherapist Evonne Noble joins Brandon to how to handle finances in a relationship and how to handle money conversations as a couple.Evonne Noble, MA, LMHC is the owner and CEO of Puget Sound Psychotherapy in the Madison Valley neighborhood of Seattle. She offers counseling services and co-manages her vibrant group practice. She specializes in working with couples and families, but also see individuals experiencing anxiety, relationship challenges, parenting, work stress/conflict, and other life challenges.When she is not working with clients, Evonne enjoys walking, biking, hiking, swimming, and gardening. When not outside, she prefers to be reading, writing, or cooking for friends and family. You can get in touch with Evonne Noble on her website.
What is personal branding, and why is it so important? In this conversation, marketing director Shelby Elmore joins Brandon to share the power of branding ourselves and how we can utilize this to stand out, whether that is in our career, in our side hustle, or in our business.Shelby Elmore is an outgoing field marketing professional who specializes in leading teams and growing organizations through exceptional marketing, branding, and advertising initiatives. She got her start as the first-ever women’s fitness writer for sports retailer Finish Line. At the same time, Shelby led market research and brand development at a pioneering influencer tech start-up, influence.co. Currently, Shelby sits on the Executive Leadership Team for Ascend Hospitality Group, where she is responsible for all marketing, advertising, public relations, design, and brand development for the multi-brand restaurant hospitality company. You can learn more about Shelby Elmore on her website, follow her on Instagram, or connect with her on LinkedIn. You can learn more about Rouge Cocktail Lounge, where this episode was filmed, by visiting rougebellevue.com.
When it comes to investing and your overall financial wellness, how does psychology play a part? In this conversation, financial therapist Kate Dorman joins Brandon to share how our early experiences, relationships, values, culture, social media, and feeling play into one’s relationship with money and financial behaviors.Kate Dorman LSWAIC, MHP, MSW is a personal finance nerd turned mental health therapist. At Sound Financial Therapy, Kate is passionate about helping people feel confident and in control of their personal finances and celebrating the small successes on the journey to reaching major accomplishments. Kate believes that personal finances are nuanced, financial decision making cannot simply be reduced to numbers, and change is always possible. You can learn more about Kate and Sound Financial Therapy here.
As we look at the tourism and hospitality industry over the past couple of years, one thing is clear: change is upon us. From the type of travel that folks want to do (resort destinations versus city travel), the massive shortage of employees, or the innovation in the hospitality industry in this short time, tourism looks different these days. In this conversation, scholarly associate professor Dipra Jha joins Brandon to share why the pandemic decimated the tourism and hospitality industry and what we can expect as things recover.Dipra Jha is a scholarly associate professor in the Carson College of Business and Assistant Director of the School of Hospitality Business Management at Washington State University. He is recognized as an expert in luxury hospitality and tourism strategy, and he currently serves on the Board of Directors of the Washington Tourism Alliance. In his free time, Dipra enjoys traveling and sharing his adventures on his Instagram.
As we celebrate the new year, many may find themselves considering a job change, career transition, or even transition to retirement. In this conversation, broadcast journalist Kelly Hanson joins Brandon to share insight into how to overcome imposter syndrome, how to push yourself to the next level, and build a career you love.Kelly Hanson is the Emmy Award-winning host and producer of KING 5’s Local Lens Seattle, “The guide to the city you love” series. Kelly has been at KING 5 since 2013, and before that was working for news organizations in San Diego and Missoula. When not working, Kelly loves spending time with friends, family, her horse, Jazz, and trying out new restaurants in different neighborhoods around the city. A big thanks to Queen Anne Coffee Co. for allowing us to record in their outdoor space. You can visit them in the heart of Seattle’s Queen Anne neighborhood.
With open enrollment right around the corner, now is a great time to learn how to utilize your employee benefit plan. In this conversation, group benefits expert and author Chris Wolpert joins Brandon to share insight into what you need to know to make the most of your employee benefits and reduce your out-of-pocket health expenses.Based in Tacoma, Chris Wolpert is an Amazon best-selling author and founder of Group Benefit Solutions. He is passionate about helping employees eliminate their out-of-pocket health care costs while still receiving high-quality care. He also helps companies evaluate their health benefits so that their employees feel more empowered and confident that they are getting the best care for the best price.Learn more about Clever Rx and download the app mentioned in the podcast here: https://cleverrx.com/GBS
How long will Social Security last? What are some common misconceptions about Social Security? And why is it so important for financial advisors to help clients with a thoughtful Social Security strategy? In this conversation, Social Security expert Martha Shedden joins Brandon to share insight into what you need to know to make the most of your Social Security benefits.Martha Shedden is the president and co-founder of the National Association of Registered Social Security Analysts. She is passionate about education baby boomers and financial advisors about Social Security choices and making the most of the benefits that we have available.
How can we use our messes in life to discover and craft our message? How can we rise above during difficult times and see the positive in imperfect moments? And what are ways we can use self introspection to turn negatives into positives? In this conversation, life coach and author Shari Leid joins Brandon to share insight into self introspection and reflection, personal branding and how we can turn our mess into our message to connect with others.Shari Leid is a former attorney turned life coach. She currently operates the business, An Imperfectly Perfect Life, a professional mindset coaching business primarily serving clients in those tricky middle age years to help them create the life of their dreams.
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