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Riki's About Me Video: @RikisRamblingsMusic in this episode was obtained from Bensound.
Steven's Bio:Steven aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people's largest expense in retirement: taxes! With over 10 years of experience from top accounting firms and by partnering with some of the most successful financial advisors in the industry, Steven is uniquely positioned to help financial advisors deliver massive value to their clients AND stay between the lines on compliance. With his valuable skill of distilling endless pages of IRS tax code and case law into easy to explain--easier to implement--actionable items that financial advisors can use with their clients today!Linkedin: in this episode obtained from Bensound.
Meg's Bio:"I worked in the tech industry straight out of college. Through the first Dot Com Boom. Aaaaand through the crash. When I got laid off. Fun times.In my 30s, I got bored with my work in tech, and I changed careers into financial planning. I also got married, had two babies, moved cross-country twice, went back to school for a graduate degree, bought my first home, decided (I mean, not unilaterally) to have my husband retire from tech and become a stay-at-home dad, and started a business (this one!).I don’t know if I’d have had the guts to do all of that without the money and flexibility my husband and I both got from the tech industry. Which is why I love working with women in their early to mid career in the tech industry.It’s such an exciting time of life. And the opportunities are almost boundless. But it’s so stressful. And oh my goodness, what do you mean “estimated taxes”?!I’ve learned that if we are intentional and if we do the work, our opportunities in the tech industry can help us build that fulfilling life we all crave.What else about me?Wellllll, I grew up in Newport News, Virginia. I went to Wellesley College in Massachusetts, where I majored in Economics, gained 10 pounds (unlimited Fruit Loops? whut?!), and learned to banish writer’s block. I moved to the Bay Area in 1998 and worked as a technical writer for 10 years in the San Francisco Bay Area, mostly in the software-security sector. ‘Tis also, it should be noted, where I met my husband. We both worked on the Engineering team at a small startup.After I changed careers, I got my Master’s of Science in Financial Planning from Golden Gate University. I then worked for fee-only Registered Investment Advisors, back in Tidewater Virginia.In search of a home better suited to us, my husband, my two daughters, and I moved to Bellingham, WA. Julia the Dog—a sweet girl, if not technically a good girl—joined us a couple years later.So much of what makes me happy—hiking, biking, cooking, yoga, kale, and ancient minivans missing hubcaps—are part of the fabric of life here. For those rare times when I have a stretch of silence and time, I love reading books about European royal history, sci-fi/fantasy, and Anything Russia.I am a Certified Financial Planner™ professional, a Registered Life Planner™ and a member of the XY Planning Network and the Financial Planning Association."Meg's Social:Twitter- @MegBarteltLinkedin - in this episode was obtained from Bensound.
Jon's Bio:Jon Luskin is a fee-only, advice-only CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and fiduciary in sunny San Diego, California. Jon specializes in providing hourly advice to do-it-yourself investors.Jon is a long-time advocate of simple, low-cost investing. His master’s thesis showed how university endowments can generate more wealth (and take on less risk) by using passive index funds. Jon’s other research has been published in the peer-reviewed Financial Planning Association’s Journal of Financial Planning. Jon has had the fortune of presenting his research to advisors across the country.For his contribution to the industry, Jon has been recognized as one of the financial planning industry’s top young advisors by InvestmentNews magazine. Jon has been featured in consumer-facing and advisor-facing publications, including the New York Times, the Wall Street Journal, and Michael Kitces’ blog, Nerd’s Eye View.In 2019, Jon and his wife Lien dedicated one full year to travel. The two started their adventure by taking four months to convert a cargo van into their home on wheels. They then spent several months traversing the western United States and Mexico. Lien documented their adventure on her blog.Jon provides pro-bono financial planning to low-income households with the San Diego Financial Literacy Center, a 501(c)3 organization. He also volunteers with Second Chance Dog Rescue and Four Paws Dog Rescue.Jon's Social:Twitter: @JonLuskinLinkedin:
Daniel's BioHello, I’m Daniel – husband to Anna, widower to Sarah, Air Force veteran, business owner, writer, speaker, CFP® Professional, financial planner, and Christ-follower. I’m the founder of Wise Stewardship Financial Planning where we offer fee-only, fiduciary financial planning and investment advice with a special focus on young widows and widowers as well as servicemembers and their families.Grief changes everything. I know that all too well from personal experience as I became a widower at 31 and before that, father to 3 children in heaven. My passion and purpose now is to take what I’ve learned from those experiences combined with financial planning and advice to be a help to you in your own unique grief journey. Wise Stewardship works together with you to help gain stability in your current financial situation, prioritize next steps, and walk with you into a new and different future.Here’s the rest of my story and why I became a financial planner. I’ve always been interested in money since I was a little kid, including out-bidding my siblings for chores-for-hire, to providing loans to my siblings and friends when they had spent all their money and diligently saving my allowance for future goals. Over time this evolved into reading the stock pages in the newspaper as a young teenager and then choosing to major in economics in college. After completing Air Force ROTC at Purdue University, I commissioned as an officer into the Air Force in 2009 but continued my personal interest into personal finances, investing, and all things money-related.In my college years and early 20s, I read hundreds of books and spent thousands of hours studying financial planning topics. I also had the opportunity to be a volunteer financial counselor during many of the years when I was on active duty in addition to helping and educating family and friends over the years. Thanks to countless help along the way, I learned more about the financial services industry and found my way to fee-only, fiduciary financial planning. It was through these experiences that sparked my passion and helped me realize what I wanted to do whenever I decided to leave the military!As an officer on active duty for almost 9 years, along with a brother, sister, and brother-in-law in the military, I experienced firsthand the benefits and challenges that military life can have on all aspects of life especially finances. Frequent changes like TDY’s, deployments, and PCS’s add unique potential opportunities and obstacles to meeting goals and dreams. Add in the often disparate and sometimes confusing military pay, benefits, scattered military benefits and discounts, and countless people offering advice or services, and there is often a lack of clarity on how best to optimize all of these to best meet goals.I’ve seen almost everything military life can throw at you and been through much of what you probably have questions about. I’ve learned a lot about what works and what doesn’t; what’s important and what isn’t. I’m now able to use these vast experiences to help my clients navigate the challenges of the busy military life, get the most out of your hard-earned benefits, and help you achieve your goals.Social:Linkedin: @danielmkoppInstagram: wisestewardshipfinancialplanMusic in this episode was obtained from Bensound.
Travis's Bio:Hi! I’m Travis, A CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management.Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. Who is also the CEO (see below). My favorite getaway is Montana where I have family!Instagram:  kinetixfpLinkedin: @T_GatzemeierMusic in this episode obtained from Bensound.
TJ's Bio:Before launching MWB in the fall of 2018, I worked for several financial planning firms honing my craft behind the scenes and strategizing on how to put the pieces together to build a value-oriented practice.Working in the tech space, I focus on professionals ages twenty-five to forty who have experienced a windfall via equity compensation and are looking to maximize their newfound wealth to plan for FI.I’m incredibly passionate about financial independence, pursuing autonomy, and creating an intentional lifestyle through planning.At MWB, I’m committed to working with a maximum of fifty client relationships at any time.A little bit about me; I grew up on the island of Martha’s Vineyard, where I currently spend my summers.I live in Woburn, MA, just north of Boston, the rest of the year.Social: @modernwealthbuildersTwitter: @TJvanGerven
Cyndi's Bio:Cyndi draws on a deep and varied career in the financial industry.  Her career has taken her on a dual path of both individual and corporate investment and risk management.  Early in her career she served as Vice President of Foreign Currency Trading at Bank of America. In addition to trading, she also developed and implemented strategic capital markets risk management programs for multi-national corporations.  She spent many years as Managing Partner of National Bond and Trust, a national financial benefits provider, where Cyndi developed and implemented a national investment program for individual investors.  It was during that program development that Cyndi realized her passion for helping individual investors.  She has committed the rest of her career to broadening her service through Walsh Advisors. Cyndi first became an investor at the age of 17 when she first participated in the 401K program at McDonald's Corporation.  After earning her bachelor’s degree in Computer Information Technology from Purdue University, her passion for investing compelled her to attend the University of Chicago where she earned an MBA in Finance.  Cyndi’s pursuit of knowledge continues as she recently completed her Doctorate degree at DePaul University Kellstadt Graduate School of Business with a Finance specialty. As a seasoned fiduciary Cyndi has lended her investment expertise to service in various trustee roles including the Indiana Bond Bank,  Indiana Public Employee Retirement Pension Fund and the Indiana State Teachers’ Retirement Pension Fund.  She has also served as a board member of the Indiana Education Savings Authority. These roles have also provided her invaluable portfolio management expertise.Walsh Advisors website:'s Linkedin
Jim's Bio:Hi, I’m Jim Crider— a husband, dad, and CEO of Intentional Living FP.Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades.  While I cherish each client I’ve served,  I came to find the clients I enjoy most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about, doing the things they enjoy.I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want. When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.Social:Twiiter - @JimCriderTXLinkedin -
Josh's Bio:After 8 years in the industry, Josh discovered the RIA community.He discovered a unique way to network with financial planners - draw them as a cartoon. As he continued to network, Josh realized that FinArt could become a business.His dream is to create content for advisors to easily explain financial concepts in a fun way, and to create content for the public to easily understand their world.When he’s not creating art, Josh loves doing anything with his wife, Michelle, and they love to travel. They’re based out of Bellevue, Nebraska.Twitter: @TheFinArtistLinkedin: thefin.artistWebsite: in this episode was obtained from Bensound.
Colton's Bio:My name is Colton Etherton.I'm The Tattoo Artist Advisor. I'm also a Certified Financial Planner™ practitioner and the owner of Out of the Office Planning.I've worked in finance for nearly a decade. After growing tired of traditional firms where I seemed to only be helping people that were already wealthy, I decided to launch my own firm and work with people that I wanted to work with - tattoo artists.Social:Twitter: @thetattooadvisrInstagram: thetattooartistadvisor
Jamie's Bio:Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses. He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them."I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress."Social: in this episode was obtained from Bensound.
Frank's Bio:A lifelong learner, Frank has been in and around the financial services industry since 2008.During that time, Frank has worked as an investment consultant at a national brokerage firm and as a Wealth Advisor/Co-Chief Investment Officer at a $2.5 billion locally owned, independent advisory firm. With experience from “both sides of the table” Frank set out to build the next generation of wealth management firms. One that doesn’t care about “managing your money” but instead focuses on building relationships, empowering investors, and aligning the fees investors pay with the services received. Frank holds a Bachelor of Science in Business Administration with a Finance focus from the University of Central Florida.Frank also holds the following designations:- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional- Chartered Financial Analyst® (CFA®)- Accredited Investment Fiduciary® (AIF®)On a personal note, Frank lives in Winter Park with his wife Kaitlyn, daughter Astrid, and best furry friend Rudy.Social: obtained from Bensound.
Bio's:Hey there! I’m Drew. (My last name is pronounced “fights”.) I’m from a cornfield about 35 miles southwest of downtown Indianapolis. I now live west of Indianapolis with my wife, Amanda, and our golden retriever puppy, Gus. I love traveling (check out my personal bio page for a few pictures), being outside, getting a lift in at the gym before work, and trying new craft beers. Reading what I just wrote, it sounds like I’m the stereotypical Millennial.Favorite Sports Team = PacersFavorite Places Traveled = Rome, Athens, Dublin, Sedona, KauaiFavorite Food = ShrimpCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 36Hi there! My name is Jeremy. I grew up in a smalltown in Northwest Indiana and have always been somewhat of a home body. After graduating college, I moved a whopping 11.8 miles away from my hometown. However, this hasn’t kept me from the urge to travel. I’m a retired, mediocre athlete who has recently picked up golf and become obsessed with it ever since (although I can’t seem to get any better).Favorite Sports Team = All Chicago teams (even the White Sox)Favorite Places Traveled = EnglandFavorite Food = Tavern Chicken Sammy from Tavern on Main in Crown Point SquareCollege Alma Mater = Indiana State UniversityHigh School Graduating Class Size = 291Linkedin:Drew: in the episode obtained from Bensound.
Nick's Bio:I’m a CERTIFIED FINANCIAL PLANNER ™ based in Costa Mesa, California. I love financial planning and truly nerd out over it. I decided to create Swell Financial because I believe a financial planning firm ultimately succeeds by putting clients first. I also firmly believe in the concept of ABUNDANCE.  This notion that money is simply a tool that we are called to steward in order to enrich our lives and the lives of those around us. Abundance calls us to disregard the mindset of greed and scarcity and instead believe in the concept of always having enough, being generous, and blessing others. It’s my mission to help people improve their finances and turn their dreams into reality.  Outside of the office, you can find me surfing, tirelessly searching for the best local restaurant in town on Yelp, or maximizing a 3-day travel weekend with my wife, Kristin.  Full disclosure, if you see me on my phone, I’m more than likely scrolling through dog videos on Instagram as Kristin and I dream about one-day being dog parents in the not too distant future.Nick's Social:Twitter: in this episode was obtained from Bensound.
Treyton's BioTreyton is a financial planner, writer, creator, and the co-founder of AllStreet Wealth.‍After earning a Business Finance & Marketing degree while playing baseball at McPherson College, Treyton has spent all of his time throughout his young career in the financial services industry. With a passion for helping others, he made his way into financial planning with one mission:Make financial advice more accessible for our generationWhen he's not trying to change the perception of the financial industry, you can find him at a local skatepark, trying new restaurants, writing, or snapping pictures in Kansas City ⛲️Social:Twitter: in this episode is obtained from Bensound.
Leo's Bio:My name is Leo Marte. I love helping Christians executives unlock the possibilities of what they can do with their wealth.I currently reside in North Carolina, where my wife and I are raising two beautiful children.  I am a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® professionals are Hispanic or Black.I hold a DACFP Certificate in Blockchain and Digital Assets, the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors with the advice* they need about this new and transformational asset class. Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country.Leo's Social:Linkedin: in this Episode was obtained from Bensound.
Tyler's Bio:Why I chose financial planning : It brings me great satisfaction helping the people I work with solve the problems that worry them the most. Aside from the head knowledge and experience required on my part, taking time to listen, organize, and plan in collaboration is equally important. The communication portion of my work is very fulfilling to me, and it has led to many enduring relationships that I cherish. In the end, it is the peace of mind that my clients possess that leads me to continue in this work. What I believe : I believe people are their own best financial advocates, even if they need help from planners like me. To that end, I give all of my knowledge to the people I work with so that they are more and more empowered to advocate for themselves. When I am needed less, that is a win, that is the best outcome.When I’m not working you’ll find me spending time doing volunteer work in the community, and getting out into nature with my wife and our young son.Investment Advisor Representative CRD 4956662Enrolled Agent #122576LinkedInTwitter
Phil's Bio:My earliest memories of being exposed to the stock market are drawn from experiences with both of my grandfathers. As immigrants without any formal education, investing was a way for them to partake of the American dream and grow their limited but hard-earned wealth. I have memories of being at my grandparents’ home on a Friday night and watching Louis Rukeyser’s “Wall Street Week” on public television in the 1980s. Occasionally, I would even receive a share or two of stock for my birthday and with that, my passion for investing and the capital markets was born.After college graduation, I went to work on the floor of the exchange and before long, I scraped up a little money and leased a membership at the Chicago Board of Trade. At that time, the 30-Year Treasury Bond pit was the largest, most active futures contract in the world. That’s where my journey began. While personally trading a thousand contracts a day at times, I saw firsthand how devastating a lack of discipline and planning can be to your financial health.   After a series of business opportunities, I was offered a wealth management position with the Wall Street firms Morgan Stanley and later at JP Morgan. The training and experience at the big firms was great but with their emphasis on selling financial products, I became frustrated. My compensation was largely based on what I sold, not on how I advised regarding wealth accumulation, retirement or tax planning. I had learned years ago from my father, a CPA with his own practice, that relationships are your most valuable asset.  My father, in fact, has served some clients and their families for over 50 years- and that is not an accident.   My firm, Breakout Private Wealth, was founded on that principle.     Everything begins and ends with my family. My boys, Andrew and Blake, now teenagers, have taught me more about life than any book or designation. Our time together at the rink, on the field or just at home challenges me to continue to be a better version of myself. My wife Jami, who had no idea that a blind date at the Chicago Blackhawks game twenty plus years ago would turn into a lifetime of hockey rinks and a garage full of sporting equipment, keeps us all on track.   "I think to provide the maximum amount of value for our clients we, as advisors, need to go deep and narrow. That will allow us to be subject matter experts in the areas that matter most to the CLIENT, not to a large firm, or to a commission competition.If more of us would do business in this way, more people would feel comfortable getting the help that they need. Then everyone wins.I just started the Gen X Wealth Academy specifically for this reason. It is a way to meet people where they are, not where Wall Street thinks they should be 😯Accepting 10 founding members now....for free" in this episode was obtained from Bensound.
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.Carl has also been featured on Marketplace Money,, and In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin).His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the globe.Find Carl on social media here: in this episode was obtained from Bensound.
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