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Dollars & Cents (and Sense) E15

November 9, 2022 by Karen

E15-Dollars-and-Cents-and-Sense-feature
Phoenix Business Radio
Dollars & Cents (and Sense) E15
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Dollars & Cents (and Sense) E15

This week’s show is all about female wall smashers in male dominated industries! Carla chats with Jackie Yoder of Wilde Wealth Management Group about what it’s like to love math, earning respect in an office full of guys, setting great examples for their kids, giving back, and helping to bring more women into the fold.

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.

A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking No. 2 in Arizona.

Currently, Wilde Wealth Management Group has several offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Sedona, Tucson, and Payson as well as affiliates and partners in Indiana, California and New Mexico.

Jackie-Yoder-Smashing-Through-WallsJaclyn Yoder, 36, is COO of Wilde Wealth Management Group, which provides retirement, investment, real estate, insurance, legal and tax planning services under one roof.

Yoder took on the executive position in March 2020, days before COVID-19 gripped the nation at which time she also became the pandemic director as well. (Prior, she worked as an advisor for Edward Jones since 2017). Resolute, Yoder helped grow the business from $1.2 billion in 2019 to $2.83 today.

The single mother of two also expanded the brand, which at the time had offices in Scottsdale, Tempe and Glendale, bringing on offices in Sedona, Tucson and Payson as well as additional partners statewide and in New Mexico.

Yoder also doubled the size of the Scottsdale headquarters to accommodate their growth and opened a wholly new office in California. Yoder serves as chair of Wilde for Arizona, the firm’s community outreach arm, overseeing all volunteer efforts, sponsorships and fundraising.

Outside of Wilde, Yoder sits on the board of Chrysalis and was previously a mentor at New Pathways for Youth. Yoder has both a bachelor’s degree in Accounting and MBA. She also holds her Life and Health License, Series 7 and Series 66 registrations.

Follow Wilde Wealth on LinkedIn, Facebook and Instagram.

About the Show

Smashing Through Walls is geared toward a guide through complex commercial real estate and finance topics while adding humor and anecdotes along the way. Discover what is going on in the valley and beyond with host Carla Magee, broker at MHG Commercial.

About Our Host

Carla-Magee-MHG-Commercial1Carla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment & multifamily property specialist, effectively applying her education & skillset. Carla excels in helping investors make sound decisions for their financial goals, in real estate negotiations, and takes deep pride in educating homebuyers and sellers.

On a personal note, Carla is a busy wife & mother to two daughters. In addition to an ever growing career and podcast, she also enjoys volunteering and being active in the community. She has a deep love for Arizona and although she travels whenever possible, she always finds her way back to the beautiful Sonoran Desert.

Connect with Carla on LinkedIn.

About Our Sponsor

MHG Commercial emerged from the highly successful and innovative residential brokerage: My Home Group. MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that span over 100 years of cumulative experience.mhg-commercial-logo

Encompassing every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development. We excel at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

No matter the property type or service need, our commercial advisors are committed to your objectives. Combined with business finesse and unsurpassed market intelligence, MHG Commercial brokers help you determine and surpass your business goals.

Follow MHG Commercial on Facebook and Instagram.

Tagged With: Arizona business, comprehensive financial planning, Fast-growing business, finance, financial planning, insurance, investments, retirement, Scottsdale, small business, wealth management

Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

October 31, 2022 by John Ray

North Star
Family Business Radio
Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio
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Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended having a goal or a number as a “north star” to guide your financial planning.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business Radio, financial planning, goals, Lighthouse Financial Network, North Star

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

July 6, 2022 by John Ray

Purpose
Family Business Radio
Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio
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Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the values, desires, and passion that drives a family business. He noted that once you find the purpose and passion, you can look for a financial team that understands your story and buys into your journey.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planning, Lighthouse Financial Network, Passion and purpose, values

Erick Olson, Olson Associates

July 6, 2022 by John Ray

North Fulton Business Radio
North Fulton Business Radio
Erick Olson, Olson Associates
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Olson Associates

Erick Olson, Olson Associates (North Fulton Business Radio, Episode 467)

Erick Olson is a Certified Financial Planner™ with Olson Associates, a family firm celebrating its forty-second year in business. Erick and host John Ray covered the “Financial Maxi-Miser Process,” multiple options for retirement, estate planning, how they work with clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Olson Associates

Olson Associates is a comprehensive financial services firm committed to helping its clients improve long-term financial success.

Their customized process is designed to grow, protect, and conserve a client’s wealth by delivering an unprecedented level of personalized service and competence.

Olson Associates is helping responsible adults pursue fiscal fitness through “THE FINANCIAL MAXI-MISER PROCESS,” helping them eliminate dangers that they may not see and capitalize on the opportunities that they may not know.

Larry Olson founded the firm in 1980 after a 22-year career at Sears headquarters in Chicago. Larry was looking to expand his career. He figured he could use his corporate experience building comprehensive business plans as a foundation to help people create their personal financial plans. He started an independent firm after gaining experience at several larger institutions because he saw a need for unbiased financial advice in the comprehensive financial plans for his clients.

Erick joined the firm in 1998 to learn how to help people retire from the toughest mentor out there, his dad. Erick now leads the firm with “The Financial Maxi-Miser Process” sm, developed by Larry, as the foundation for creating and implementing plans. He also continues the core value legacy that began with his father’s approach to planning and defines the way the Olson Associates team operates and prioritizes each day: Integrity, Objectivity, Diligence, Competence, Fairness, Sincerity, and Compassion.

Company Website | LinkedIn | Facebook

Securities are offered through Securities America, Inc. Member FINRA/SIPC.
Advisory services are offered through Olson Associates, a Registered Investment Advisor. Securities America and Olson Associates are separate entities.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV).
Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs.
www.finra.org
www.sipc.com

 

Erick Olson, Certified Financial Planner, Olson Associates

Erick Olson, Certified Financial Planner, Olson Associates

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children’s Education, Survivor Needs Planning, and Estate Planning.

Erick’s genuine interest in his clients creates relationships founded on friendship and professionalism. With a belief that planning and executing financial goals are fundamental for families, Erick ensures that clients remain on track to Retirement while preserving and building their savings. Financial Planning is not just about saving and investing, it is about forecasting and accommodating for lifestyle, milestones and goals on an ongoing and consistent basis.

Erick is a CERTIFIED FINANCIAL PLANNER ™, which is a certification requiring a rigorous exam and adherence to a proven record of professional standards. In addition to regular continuing education, Erick has a fiduciary responsibility to always act in his client’s best interests.

Erick is a graduate of the Oglethorpe University Certified Financial Planner program. He earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.

Erick has volunteered as a “Money Matters” teacher providing financial education to people seeking financial assistance. He also donates his time to important causes like Angel Flight of Georgia. FAMILY & INTERESTS Erick, his wife Liz, and 2 daughters, Maggie and Claire, live in Woodstock, Georgia. The Olsons enjoy traveling to beach destinations and historical learning trips across the U.S. Erick also loves music, cooking, and shooting sports.

LinkedIn

Questions and Topics in this Interview:

  • The Financial Maximiser process
  • Client Curves of Retirement
  • Collaborative Financial Planning
  • Unique Possibilities Pre and Post Retirement strategies
  • Estate Planning- Family Legacy

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

RenasantBank

 

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

 

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Tagged With: A&S Culinary Concepts, certified financial planner, CFP, Erick Olson, financial planning, North Fulton Business Radio, Olson Associates, renasant bank, retirement, Social Security

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio

June 29, 2022 by John Ray

Passion
Family Business Radio
Planning for Your Child's Passion, with Anthony Chen, Host of Family Business Radio
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Passion

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen makes the point that your children’s passion may lead them into non-traditional paths besides college, and discusses how to adjust your financial planning to reflect your child’s plans.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, College Planning, Family Business Radio, family finances, financial planning, Lighthouse Financial Network, passion

Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

May 2, 2022 by John Ray

Comfort Zone
Family Business Radio
Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio
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Comfort Zone

Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed getting out of your comfort zone and challenged the assumption that one can’t start anew in retirement. He encourages his clients to reinvent themselves and make their dreams a goal, and then let the financial planning support those goals.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, comfort zone, Family Business Radio, financial planning, Lighthouse Financial Network, quality of life, retirement

Wendi Lucas with Main Event Entertainment and Samuel Richmond with Nvestfit

April 14, 2022 by Garrett Ervin

Gwinnett Business Radio
Gwinnett Business Radio
Wendi Lucas with Main Event Entertainment and Samuel Richmond with Nvestfit
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Samuel Richmond and Wendi Lucas

Wendi Lucas/Main Event Entertainment – Suwanee

Main Event Entertainment currently offers three (3) centers in the Georgia: Atlanta (near Cobb Parkway), Alpharetta (off of Mansell and 400), and the best for last – Suwanee (located just off Interstate 85 at the Lawrenceville/Suwanee exit). Main Event offers interactive entertainment center for all ages including games, bowling, indoor ropes course, laser tag, delicious food, and so much more.

Samuel Richmond/Nvestfit

Nvestfit specializes in providing comprehensive wealth management services to individuals, families, and business owners. Their team is committed to serving their clients as unique partners, requiring individual solutions, and well thought-out strategies to empower them to make their own decisions. Above all else, Nvestfit values the relationships and trust that they build.

Gwinnett Business Radio is presented by

Tagged With: financial planning, Gwinnett Business Radio, Gwinnett Business RadioX, main event, main event entertainment, nvestfit, regions bank, samuel richmond, wendi lucas

What Is Your Ideal Quality of Life? – Anthony Chen, Host of Family Business Radio

March 29, 2022 by John Ray

Quality of Life
Family Business Radio
What Is Your Ideal Quality of Life? - Anthony Chen, Host of Family Business Radio
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Quality of Life

What Is Your Ideal Quality of Life? – Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen commented on clarifying the quality of life you desire and planning for those choices. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business Radio, financial planning, Lighthouse Financial Network, quality of life, retirement planning

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

March 1, 2022 by John Ray

Portfolio
Family Business Radio
You Can't Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio
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You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

While financial advisors have an incentive to accumulate client assets, Anthony Chen encourages his clients to make their money work for them and allow them to live their lives to the fullest. He advises this tack for a simple reason: you can’t take your portfolio with you. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Family Business Radio, financial planning, Lighthouse Financial Network, portfolio, retirement planning

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