For The Wealth of It

By: Jay Boekeloo Jared Tanimoto Brett Maikowski
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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!

    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 Financial
    418 W Main St #1224
    Battle Ground, WA 98604


    Disclosures:
    Brett Maikowski is an Investment Adviser Representative and Registered Representative offering advisory services and securities through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. 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. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.

    © 2025 For The Wealth of It
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Economics Leadership Personal Finance Personal Success
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Episodes
  • Food for Thought: Investing in a Healthier Life with Registered Dietitian Teresa Spirlin

    Food for Thought: Investing in a Healthier Life with Registered Dietitian Teresa Spirlin
    Feb 7 2025

    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 for anyone looking to invest in their wellbeing. She also shares her personal approach to work-life balance while managing multiple roles and pursuing continued education.

    Whether you're curious about cholesterol, confused about supplements, or just wanting to make better food choices, this conversation offers valuable perspectives on building true wealth through health.


    Guest: Teresa Spirlin
    Email: teresaspirlin.nutrition@gmail.com

    To connect with a Registered Dietitian in your area:

    Academy of Nutrition and Dietetics
    https://www.eatright.org/
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    1 hr and 7 mins
  • From Spreadsheets to Sketches: FinArtist Josh Passler's Journey

    From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
    Jan 3 2025

    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 vital connection between art and financial concepts
    • Emphasizing the importance of holistic planning services
    • The role of collaboration in effective branding
    • Redefining wealth as time and creativity
    • Insights on audience-targeted branding strategies
    • Importance of understanding client values and mission

    Guest: Josh Passler
    Website: https://www.thefinartist.com/
    Instagram: https://www.instagram.com/josh.finart/
    X: https://x.com/TheFinArtist
    LinkedIn: https://www.linkedin.com/in/finart/
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    53 mins
  • The Business Owner's Reality Check with Jerry Petrick

    The Business Owner's Reality Check with Jerry Petrick
    Nov 1 2024

    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.com
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    58 mins

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