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
18 episodes
Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans
In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses.From consistency and s...
There's No Perfect Time: Leaving Corporate To Start Your Own Business with Daleele Alison
In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway,...
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...
$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...
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...
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:...
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...
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...
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 ...
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 "...
From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
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...
The Business Owner's Reality Check with Jerry Petrick
Podcast Guest:Jerry PetrickCertified Business AdvisorAmerica's SBDC - Washingtonhttps://wsbdc.org/advisors/jerry-petrick/Resources mentioned in this episode:
Improving Your Relationship with Money with Financial Therapist Ashley Quamme
Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™https://www.linkedin.com/in/ashley-quammeThe Wealthy Marriagehttps://www.thewealthymarriage.com/hello@thewealthymarriage.comhttps://www.instagram.com/thewealthym...
Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
Episode 4 with Colin KoachEmail: ckoach.work@gmail.comSocial Media:https://www.linkedin.com/in/colinkoach/
Living Big by Going Small w/ Tiny House Adviser Laura Lynch
Episode 3 with Laura LynchEmail: laura@thetinyhouseadviser.comWebsite: https://www.thetinyhouseadviser.com/Social Media:
