For The Wealth of It

Embark on a wealth-building journey with ‘For the Wealth of It’. Two 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:

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:
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. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial 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.

Episodes

16 episodes

Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA

After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movemen...

October 21, 2025 • 41:45

$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story

In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the...

September 27, 2025 • Season 1 • Episode 15 • 29:44

Lessons from Our Guests: What We've Learned About Living Intentionally

Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they'v...

July 31, 2025 • Season 1 • Episode 14 • 18:25

The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk

In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice:...

July 15, 2025 • Season 1 • Episode 13 • 1:03:48

Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.

In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of re...

June 17, 2025 • 31:56

Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe. After feeling trapped by the predictable subu...

May 30, 2025 • Season 1 • Episode 11 • 1:06:09

Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese

Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by ...

April 18, 2025 • Season 1 • Episode 10 • 1:03:09

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

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 "...

February 07, 2025 • Season 1 • Episode 9 • 1:07:35

For The Wealth of It

Episodes

Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA

$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story

Lessons from Our Guests: What We've Learned About Living Intentionally

The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk

Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.

Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese

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

From Spreadsheets to Sketches: FinArtist Josh Passler's Journey

The Business Owner's Reality Check with Jerry Petrick

Improving Your Relationship with Money with Financial Therapist Ashley Quamme

Building Wealth with Purpose: Group Recap and Insights

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

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

Building Wealth through Real Estate with Kirk Godman

Leaving Wall Street to Find True Wealth with Cara Macksoud