From Startup to Scale: A Conversation with Helen Kakouris, CPA

Spring Cleaning For Your Finances

In this episode, we’re walking through ways to declutter and organize your financial life. From reviewing budgets and subscriptions to updating beneficiaries, insurance coverage, savings goals, and investment accounts, this conversation is focused on creating clarity, simplifying your finances, and building stronger financial habits for the future. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.   Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.   SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

Market Volatility: Staying Calm When It Matters Most

When the market gets volatile, it is not just about numbers. It is about behavior. In this episode, we walk through why downturns feel so uncomfortable and how emotions can quietly derail even the best financial plans. We cover what not to do, what actually works, and how long term investors can stay grounded when headlines get loud. Because in moments like these, discipline matters more than prediction. www.rmwadeco.com Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.   Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.   The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.   SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [ SmartVestor investing professionals | https://www.ramseysolutions.com/ ]1 to learn more.

The Millionaire Mindset: What Wealthy People Do Differently

In this episode, we explore the mindset and habits that often define true wealth, inspired by ideas from The Millionaire Next Door. Contrary to what many people think, most millionaires live modestly, prioritize saving, and make intentional financial decisions over time. We break down what separates high earners from true wealth builders and how these behaviors show up in everyday life. If you’re looking to build lasting wealth, this conversation will challenge how you think about money and success. Link to the book we referenced - The National Study of Millionaires: https://www.ramseysolutions.com/retirement/the-national-study-of-millionaires-research?srsltid=AfmBOooIIqr3I0i6mOonI8ype-n-_PEcHkrfDNX_8mZKGYcr2_dCATSf [https://www.ramseysolutions.com/retirement/the-national-study-of-millionaires-research?srsltid=AfmBOooIIqr3I0i6mOonI8ype-n-_PEcHkrfDNX_8mZKGYcr2_dCATSf] www.rmwadeco.com [http://www.rmwadeco.com/] Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com [https://www.ramseysolutions.com/] ]1 to learn more.

From Startup to Scale: A Conversation with Helen Kakouris, CPA

In this episode, we sit down with Helen Kakouris, CPA, to talk about what it really looks like to build and scale a business from the ground up. From launching Tentho to navigating its acquisition and stepping into her role as Head of Growth, Helen shares her perspective on leadership, growth, and what success means beyond the numbers. We also discuss balancing entrepreneurship with family and how to begin teaching the next generation about money. Check out Helen’s children’s book, A Dollar is Magic, Here: LINK [https://www.amazon.com/Dollar-Magic-Helen-Braswell-Kakouris/dp/B0DJHDFKNJ/ref=sr_1_1?crid=2FAVGYIGKX3QN&dib=eyJ2IjoiMSJ9.cv-4iUc2clPw4lZ84Dod0Pxs6bzv5db8igchkUcZQ76eUBZe1H3SW7b48m7xAXId1qislagB6XBWiCTIWjBnDwPhfWMP41SA8eNVZNRlqWqd_-dHEChvzTHPxN3y8TsAZ40FBLDnsDQ71zKicXhDEeCEU2yUvDJApF38LUMBhvf6mJHYVJkd5KhSGumtuc7Pph7dt-mIzXULXXTGFicKUL-v5n8YSyBY1gbHNgbY4pE.wQfPZFlPmrg0dXlYNAG8cpqFTwpdBHmFkNO3pC8ZZI8&dib_tag=se&keywords=a+dollar+is+magic&qid=1775058747&sprefix=a+dollar+is+magi%2Caps%2C175&sr=8-1] www.rmwadeco.com [http://www.rmwadeco.com/] Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com [https://www.ramseysolutions.com/] ]1 to learn more.

Protecting Your Identity and Your Money

In this episode, we discuss how to protect your identity and your money in today’s digital world. From common risks to simple habits like multi-factor authentication and account monitoring, we walk through ways to stay one step ahead. We also touch on planning considerations for protecting loved ones as they age. www.rmwadeco.com [http://www.rmwadeco.com/] Follow us on Instagram: @rmwadeandcompany Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with R.M. Wade & Company, Ltd. may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit [SmartVestor investing professionals | RamseySolutions.com [https://www.ramseysolutions.com/] ]1 to learn more.