The Wealth Optimizer Podcast with Chuck Peterson
John co-founded Solid Rock 10 years ago to help advocate for people about how money really works while creating a place to belong for financial professionals who desire to thrive and win in a culture of success.
info_outline Episode 010 Bryan Bloom Part IIThe Wealth Optimizer Podcast with Chuck Peterson
Bryan serves a CPA at The America Group, or “an advisor’s advisor.” He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National.
info_outline Episode 009 Bryan BloomThe Wealth Optimizer Podcast with Chuck Peterson
Bryan serves a CPA at The America Group, or “an advisor’s advisor.” He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National.
info_outline Episode 008 Chuck Peterson Part IIThe Wealth Optimizer Podcast with Chuck Peterson
Chuck, PART II | In episode 8, Chuck rolls solo. There is so much in this episode about his successes that came directly from his failures. Tune in to see what got him where he is and how he plans to keep moving forward.
info_outline Episode 007 Chuck PetersonThe Wealth Optimizer Podcast with Chuck Peterson
In episode 7, Chuck rolls solo. There is so much in this episode about his successes that came directly from his failures. Tune in to see what got him where he is and how he plans to keep moving forward.
info_outline Episode 006 David RomanelliThe Wealth Optimizer Podcast with Chuck Peterson
David Romanelli is a #1 bestselling author, international speaker, and your guide to bringing old wisdom and ancient healing practices to your modern life.
info_outline Episode 005 Jonathan LeonardThe Wealth Optimizer Podcast with Chuck Peterson
Leonard Financial Solutions was founded by Jonathan Leonard in 2017 out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career but still passionate about helping people, Jonathan branched into the insurance industry to provide his clients with education and truth to how wealth accumulation and distribution actually works.
info_outline Episode 004 Dan KaminskiThe Wealth Optimizer Podcast with Chuck Peterson
Dan specializes in overfunded whole life insurance which they’ve branded as the AndAsset. He doesn't believe in putting money in Wall Street and is currently writing a book called "401 not okay" because he thinks it's the worst place to put your money.
info_outline Episode 003 Emily PrendivilleThe Wealth Optimizer Podcast with Chuck Peterson
For over 20 years Emily followed traditional teachings until she was awakened after the Economic Meltdown of 2008. Her first step in response to these events was to become independent and that was the birth of Financial Transitions, LLC. After '08, she believed the economics of the world had changed. Her question became, "if the economics of the world have changed does it make sense to continue to tell my clients to do the same thing?"
info_outline Episode 002 Gene VolpeThe Wealth Optimizer Podcast with Chuck Peterson
Gene Volpe is the Lead Digital Architect at GVI Media.
info_outlineIn episode 4, Chuck welcomes Dan Kaminski.
Dan specializes in overfunded whole life insurance which they’ve branded as the AndAsset. He doesn't believe in putting money in Wall Street and is currently writing a book called "401 not okay" because he thinks it's the worst place to put your money.
With a passion for challenging the status quo, Dan is currently pushing the financial services industry into the 21st century. Proving that data security, efficiency and simplicity are not mutually exclusive. he is building a platform for Better Wealth Solutions to educate and coach as many people as there are willing to listen. They believe the current financial model is flawed. They know there are proven, better ways to true financial freedom. Dan implores you to challenge the status quo and change the way you think about money.
Chief of Ops at Better Wealth Solutions
Connect with Dan:
Website: http://andasset.com
Facebook Page: https://www.facebook.com/righthanddan
Instagram: https://www.instagram.com/right_hand_dan/
LinkedIn: https://www.linkedin.com/in/right-hand-dan/
HIGHLIGHTS
0:30 Chuck introduces Dan.
2:08 What is Dan’s background and where does he come from?
6:15 Discussing being where you are supposed to be after not realizing why it was happening at the time.
7:32 Dan wants to talk to everybody.
10:23 Going back to your entrepreneurial nature.
13:25 The start of Better Wealth Solutions.
14:35 A mission to insure one million people by 2025.
17:14 Can you cover a $1000 expense?
18:55 What book should everyone read?
22:15 Some QUICK FIRE QUESTIONS for Dan.