Forsidebilde av showet For The Wealth of It

For The Wealth of It

Podkast av Jared Tanimoto, Jay Boekeloo

engelsk

Business

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Les mer For The Wealth of It

Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100‍Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604Disclosures: Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.

Alle episoder

17 Episoder

episode Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA cover

Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA

After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now. Nicole discusses the power of choosing experiences over things, surrounding yourself with positive people, and measuring fulfillment through her “Happiness Wheel” - eight dimensions that keep life balanced and thriving. From surviving domestic violence to founding ProsperWell Financial and traveling the world empowering others, Nicole’s story is a testament to resilience, gratitude, and the courage to live fully. If you’ve ever felt stuck or wondered what your next chapter could look like, this episode will remind you that joy isn’t something to chase later - it’s something you can create today.

21. okt. 2025 - 41 min
episode $10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story cover

$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story

In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investment to S&P 500 returns is problematic, discussing factors often overlooked in such comparisons: cash flows, expenses, taxes, inflation, lifestyle benefits, and the illiquid nature of private businesses. The episode emphasizes the importance of comparing "apples to apples" when evaluating investment opportunities and highlights how sensational return percentages can be misleading without proper context. The discussion also touches on the intangible benefits of owning a sports franchise - from lifestyle perks to legacy planning - that pure stock market investments can't provide, reinforcing their "wealth beyond numbers" philosophy.

27. sep. 2025 - 29 min
episode Lessons from Our Guests: What We've Learned About Living Intentionally cover

Lessons from Our Guests: What We've Learned About Living Intentionally

Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy life. The hosts explore key takeaways including the power of living with intention, the importance of systematization in business, and how wealth extends far beyond financial metrics to include health, family time, and personal fulfillment. They also share their evolving vision for the podcast, hinting at future episodes that will expand the definition of wealth to encompass multiple dimensions of a fulfilling life. Whether you're an entrepreneur, a parent, or someone seeking more intentionality in your daily life, this episode offers valuable insights from real people who have successfully created their own version of a wealthy life - and it might just inspire you to redefine what wealth means to you.

31. juli 2025 - 18 min
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