The Breakthrough Factor

By: Alpha Architect
  • Summary

  • Welcome, and thank you for joining us on The Breakthrough Factor. On this show, Jess Bost interviews entrepreneurs, athletes, and financial professionals to find out just what it takes to break through barriers to health, wealth and taking ownership of your life. If you’re feeling stuck in your career or seeking advice on how to overcome obstacles to building your fitness & finances, this is the show for you! This show can also be found on YouTube: https://youtube.com/playlist?list=PL-1wKV9oxTWn3We4FcLEymCVWWFSIx6QV
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Episodes
  • Everything Has A Purpose: David Auerbach on Navigating Challenging Work Environments
    Sep 9 2022

    We're kicking off a new series on the podcast called "Everything Has A Purpose" and the goal is to help our listeners connect the dots through their whole story and see how everything - the hard stuff AND the good stuff - has been an important part of getting them to where they are today.

    Today's guest is David Auerbach, the Managing Director at Armada ETFs (www.armadaetfs.com).  David knows a thing or two about how your career can go from the highest highs to the lowest lows, and how you can find yourself contemplating things you never imagined just to escape the life that you hate and that you feel you don't have any control over.

    Yes, this is a finance show and we talk about finance...but we do that through hearing the stories of people in finance, or sometimes people who used money to accomplish incredible things in their lives, and even people who've learned something about money that could help others.

    Thanks for listening in!

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    1 hr and 12 mins
  • A Relentless Pursuit of Better with Mark Newfield Pt. 2
    Jun 23 2022

    Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better.

    Get to Know Mark:

    Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.

    Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.

    Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.

    Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.

    Connect with Mark:
    Twitter: @bleakleyva
    Mark@BleakleyVa.com
    www.bleakleyva.com

    Show More Show Less
    41 mins
  • A Relentless Pursuit of Better with Mark Newfield Pt 1
    Jun 23 2022

    Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better.

    Get to Know Mark:

    Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.

    Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.

    Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.

    Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.

    Connect with Mark:

    Twitter: @bleakleyva
    Mark@BleakleyVa.com
    www.bleakleyva.com

    Show More Show Less
    37 mins

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