Money Across America

Money Across America Hosted By Garry Thurman| #3 Joe Wilson III (Omega Wealth Private Capitol)

46 min · 20 de jun de 2025
Portada del episodio Money Across America Hosted By Garry Thurman| #3 Joe Wilson III (Omega Wealth Private Capitol)

Descripción

In this episode of Money Across America, host Garry Thurman sits down with Joe Wilson III, Owner and CEO of Omega Wealth Private Capital, to explore what it really means to be and stay retirement ready. With decades of experience in helping families protect their wealth, Joe shares his proven strategies for navigating volatile markets, building a secure financial future, and leaving a lasting legacy. From high-net-worth planning to real-world retirement pitfalls, this episode delivers practical insights and bold truths about money that every investor needs to hear. If you're looking to protect what you've built and grow it wisely, this conversation is for you.

Comentarios

0

Sé la primera persona en comentar

¡Regístrate ahora y únete a la comunidad de Money Across America!

Prueba gratis

Empieza 7 días de prueba

$99 / mes después de la prueba. · Cancela cuando quieras.

  • Podcasts solo en Podimo
  • 20 horas de audiolibros al mes
  • Podcast gratuitos

Todos los episodios

5 episodios

episode Money Across America Hosted By Garry Thurman| #5 Ryan Wheless (Allied Wealth) artwork

Money Across America Hosted By Garry Thurman| #5 Ryan Wheless (Allied Wealth)

In this episode, we sit down with Ryan Wheless, founder of Allied Wealth, who has spent over 15 years helping clients craft retirements filled with freedom and purpose. Ryan shares how he views money not just as a means to an end, but as a powerful tool for living a meaningful life. With credentials like CRPC, CCIM, and ATP, Ryan blends technical expertise with a heart-centered, ethical approach to financial planning. He also opens up about mentoring over 1,000 financial advisors across the country and how his commitment to service extends beyond finance—especially through his advocacy for veterans. Get to know the man behind the mission, including stories of family, barbecues, flying, and weekend adventures on the water. This episode is packed with insight, authenticity, and inspiration for anyone looking to live—and retire—with purpose.

11 de jul de 202545 min
episode Money Across America Hosted By Garry Thurman| #4 Chris Bulman (Bulman Wealth Group) artwork

Money Across America Hosted By Garry Thurman| #4 Chris Bulman (Bulman Wealth Group)

In this episode, we sit down with Chris Bulman, President and Financial Advisor at Bulman Wealth Group, to explore how decades of experience, Midwestern values, and a heart for service shape the way he helps families navigate retirement. With over 20 years in financial services and a background in both securities and life insurance, Chris brings clarity and strategy to every stage of financial planning. From running a house-painting business in college to hosting Your Financial Compass radio show, Chris has always believed in the power of discipline, leadership, and vision. Tune in as we discuss the importance of planning ahead, investing with purpose, and the role family plays in building lasting financial legacy. 📍 Featuring: Chris Bulman 🏛️ President | Bulman Wealth Group 🎧 Now streaming – listen in and level up your financial game!

27 de jun de 202538 min