Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia

What Does Money Smell Like? The Money Chronicles of David Novak

SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspective on money and success, giving him a unique and different perspective from the typical entrepreneur born in the United States.David also discusses ...

Lessons from my Friend’s Father: The Money Chronicles of William Cerynik

SummaryIn this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup.We discuss Amplify's all-in-one wealth management platform and how it was built to address the operational inefficiencies and client needs in the industry not being fulfilled by other vendors.The conversation then shifts to William's first memory of money and his worst money mistake, highlighting the importance of resilience and persisten...

Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo

SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. Madalyn shares how Dispatch operates behind the scenes of the tech stack to ensure client data flows smoothly across different platforms. She also discusses her background growing up on a family ranch and how her parents instilled financial discipline and a builder's mentality in her.To cap things off, Madalyn shares her wors...

Money with My Mom: The Money Chronicles of Tina Powell

SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Tina Powell, Head of Community at Intention.ly, and dive into her life story and explore her journey through the wealth management industry.Tina shares how growing up with a single mother who worked multiple jobs shaped her understanding of money and the value of hard work. She also discusses the importance of financial education and instilling good money habits in the next generation.TakeawaysGrowing up wi...

Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia

SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Robert Sofia, the CEO and founder of Snappy Kraken.We discuss Robert's journey in the financial industry and his inspiration for serving advisors, plus explore his first memories of money and how his parents' financial struggles influenced his own relationship with money.We wrap up the conversation focused on the importance of teaching financial independence to future generations and explore a deeply person...