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.
For The Wealth of It
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 movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now.
Nicole discusses the power of choosing experiences over things, surrounding yourself with positive people, and measuring fulfillment through her “Happiness Wheel” - eight dimensions that keep life balanced and thriving. From surviving domestic violence to founding ProsperWell Financial and traveling the world empowering others, Nicole’s story is a testament to resilience, gratitude, and the courage to live fully.
If you’ve ever felt stuck or wondered what your next chapter could look like, this episode will remind you that joy isn’t something to chase later - it’s something you can create today.
