• 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
    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
    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
  • Improving Your Relationship with Money with Financial Therapist Ashley Quamme
    Oct 18 2024

    Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™

    https://www.linkedin.com/in/ashley-quamme

    The Wealthy Marriage
    https://www.thewealthymarriage.com/
    hello@thewealthymarriage.com
    https://www.instagram.com/thewealthymarriage/
    https://www.facebook.com/thewealthymarriage

    Beyond the Plan
    https://www.beyondthefp.com/
    https://www.linkedin.com/company/beyond-the-plan/
    https://twitter.com/bamconsults
    https://www.instagram.com/beyondthefp/

    Planning & Beyond Podcast
    https://www.planningandbeyond.com/

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    52 mins
  • Building Wealth with Purpose: Group Recap and Insights
    26 mins
  • 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
    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
    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