For The Wealth of It

By: Brett Maikowski Jay Boekeloo Jared Tanimoto
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  • Summary

  • 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. Engaging, educational, and entertaining – let’s get wealthy together!

    Hosts:

    Jay Boekeloo, CFP® - High Note Financial

    Brett Maikowski, CFP® - THM Wealth Management

    Jared Tanimoto, CFP® - Sedai Wealth


    Disclosures: Investment Adviser Representatives and Registered Representatives offering advisory services and securities through either Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser, High Note Financial LLC or Sedai Wealth Partners LLC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC, High Note Financial LLC or Sedai Wealth Partners LLC nor any of its representatives may give legal or tax advice.. None of the information on the podcast should be considered investment advice. Always consult with a tax or legal advisor.
    2024 For The Wealth Podcast
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Alternative & Complementary Medicine Economics Hygiene & Healthy Living Leadership Personal Finance
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Episodes
  • Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach

    Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
    Sep 6 2024

    Episode 4 with Colin Koach

    Email: ckoach.work@gmail.com

    Social Media:

    https://www.linkedin.com/in/colinkoach/
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    1 hr and 2 mins
  • Living Big by Going Small w/ Tiny House Adviser Laura Lynch

    Living Big by Going Small w/ Tiny House Adviser Laura Lynch
    Aug 23 2024

    Episode 3 with Laura Lynch


    Email: laura@thetinyhouseadviser.com

    Website: https://www.thetinyhouseadviser.com/

    Social Media: https://www.linkedin.com/in/tinyhouseadviser/

    Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast
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    52 mins
  • Building Wealth through Real Estate with Kirk Godman

    Building Wealth through Real Estate with Kirk Godman
    Aug 9 2024

    Episode 2 with Kirk Godman


    Email: realtorkirkgodman@gmail.com

    Phone: (360) 798-0184

    Social Media:

    https://www.instagram.com/kirkgodman/

    https://www.facebook.com/godmanrealestate/
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    47 mins

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