18 - Avoiding the Next Financial Crisis: Insights from 2008 and the Role of Tax Flow with Capital Gains Tax Solutions' Brett Swarts

20 - Designing Your Story: How to Create Spaces That Reflect Who You Are with R. Nickson Interiors' Nicole Roe

In this episode of Bridging Success, Bo Jakins interviews the Owner and Lead Designer at R. Nickson Interiors, Nicole Roe. Nicole shares her journey into interior design, discusses balancing motherhood and entrepreneurship, and explains how technology and AI enhance her business. She highlights the importance of creating personalized spaces that reflect clients’ stories and recounts inspiring client transformations. Nicole also reveals the meaning behind her firm’s name and encourages listeners to invest in their environments. Think you'd be a great guest on the show? Apply HERE [https://podcast.bridgenetllc.com/podcast-guest]. Check out Nicole's work HERE [https://rnicksoninteriors.com/]. Connect with Nicole on LinkedIn HERE [https://www.linkedin.com/in/nicole-roe/].

19 - Breaking Free from High Fees: A Smarter Path to Greater Returns with Openvest's Justin Kuyper

In this episode of Bridging Success, Bo Jakins interviews the Co-Founder at Openvest, Justin Kuyper. Justin shares how Openvest is transforming retirement investing by offering a low-cost subscription model with hedge fund-inspired strategies, replacing traditional high-fee IRA and 401(k) options. He discusses building the platform with a global tech team, leveraging cloud infrastructure, and the pragmatic use of AI. Justin also offers entrepreneurial advice on validating business ideas and emphasizes the importance of customer proof. Think you'd be a great guest on the show? Apply HERE [https://podcast.bridgenetllc.com/podcast-guest]. Check out Justin's work HERE [https://openvest.co/]. Connect with Justin on LinkedIn HERE [https://www.linkedin.com/in/justin-kuyper-a862b0103/].

18 - Avoiding the Next Financial Crisis: Insights from 2008 and the Role of Tax Flow with Capital Gains Tax Solutions' Brett Swarts

In this episode of Bridging Success, Bo Jakins interviews the Founder at Capital Gains Tax Solutions, Brett Swarts. Brett shares how witnessing a client’s financial downfall during the 2008 crash inspired him to champion innovative tax deferral strategies, like the Deferred Sales Trust. He explains the importance of managing tax, cash, and debt flows, and discusses the massive wealth transfer from baby boomers. Brett also highlights the power of truly passive income, the value of family mission and values, and how technology supports his mission to help clients maximize financial freedom and legacy. Think you'd be a great guest on the show? Apply HERE [https://podcast.bridgenetllc.com/podcast-guest]. Check out Brett's work HERE [https://capitalgainstaxsolutions.com/]. Connect with Brett on LinkedIn HERE [https://www.linkedin.com/in/brett-swarts/].

17 - Transforming Financial Practices: Insights on AI, Strategy, and Resilience with Ironvest Financial Partners' James Mills

In this episode of Bridging Success, Bo Jakins interviews the CEO at Ironvest Financial Partners, James Mills. James shares his journey from sales and nonprofit work to leading his own financial firm, emphasizing the importance of financial literacy, resilience, and community impact. He discusses leveraging AI and custom CRM systems to help financial advisors scale their practices, and shares a client success story illustrating the power of strategic planning and perseverance. Think you'd be a great guest on the show? Apply HERE [https://podcast.bridgenetllc.com/podcast-guest]. Check out James' work HERE [https://ironvestfinancial.com/]. Connect with James on LinkedIn HERE [https://www.linkedin.com/in/james-mills-mba-crpc-a8550987/].

16 - Crossing the Road to Take On the Big Guys: A Custom Merchandise Story with The Monterey Company's Eric Turney

In this episode of Bridging Success, Bo Jakins interviews the President of The Monterey Company, Eric Turney. Eric shares the company’s journey from a local promotional products shop to a trusted partner for Fortune 500 brands, highlighting its embrace of e-commerce, AI, and micro batch production. He discusses competing with industry giants, the rise of custom patches and ornaments, and the importance of data-driven decisions. Eric emphasizes consistency and adaptability as keys to growth, while offering insights on technology’s role in enhancing both customer and employee experiences. Think you'd be a great guest on the show? Apply HERE [https://podcast.bridgenetllc.com/podcast-guest]. Check out Eric's work HERE [https://www.montereycompany.com/]. Connect with Eric on LinkedIn HERE [https://www.linkedin.com/in/eric-turney/].