Episode 006 David Romanelli
The Wealth Optimizer Podcast with Chuck Peterson
Release Date: 02/16/2020
Episode 011 John Dwyer
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.
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Episode 010 Bryan Bloom Part II
The 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.
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Episode 009 Bryan Bloom
The 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.
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Episode 008 Chuck Peterson Part II
The 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.
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Episode 007 Chuck Peterson
The 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.
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Episode 006 David Romanelli
The 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.
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Episode 005 Jonathan Leonard
The 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.
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Episode 004 Dan Kaminski
The 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.
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Episode 003 Emily Prendiville
The 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?"
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Episode 002 Gene Volpe
The Wealth Optimizer Podcast with Chuck Peterson
Gene Volpe is the Lead Digital Architect at GVI Media.
info_outlineIn episode 6, Chuck welcomes Dave Romanelli.
David Romanelli is a #1 bestselling author, international speaker, and your guide to bringing old wisdom and ancient healing practices to your modern life.
David initiates connection and conversation between the old and the young. Our elders in their 80’s, 90’s and 100’s fought in WWII, survived the Holocaust, marched for civl rights. They are our most precious resource of wisdom and history. Yet, most elders lack a voice in popular culture, and live out their final years in isolation. We can do better. We have to better.
David creates an ongoing series of events called DRINKS WITH YOUR ELDERS, bringing the old together with the young in communities across the nation. This inspired David’s third book, LIFE LESSONS FROM THE OLDEST AND WISEST, which shares elders’ advice on parenting, marriage, loyalty, resilience, and having a sense of humor through all the ups and downs.
David started teaching yoga in 1999, developed a following, and put a pop-culture spin fusing yoga with modern passions. He started with Yoga + Chocolate which led to Yoga + Wine, Yoga for Foodies and Yoga + Jazz. This fusion of the ancient Eastern world with the pop culture of the modern Western world led to acclaim in The New York Times, O Magazine, Food & Wine, and The Wall Street Journal. During this time, David wrote his debut book, Yeah Dave’s Guide to Livin’ the Moment, which reached #1 on Amazon’s Self Help Bestseller List.
From yoga, David found a natural segue into the ancient practice of meditation. He leads guided meditation programs for every generation (adults, teens, and kids). These programs are entertaining and totally relatable, with a focus on real life…marriage, parenting, sports, business, friendships.
His meditations are featured on the award winning mobile app Happier and his kids meditations are featured on Stop, Breathe, Think which has won multiple Webby Awards for Best App in the Health Category.
Connect with Dave:
Web: http://www.davidromanelli.com
Facebook: https://www.facebook.com/yeahdave
LinkedIn: https://www.linkedin.com/in/david-yeah-dave-romanelli-04a95a10/
HIGHLIGHTS
0:20 Chuck introduces Dave.
2:10 How does Dave look at Wealth Optimization?
4:40 Chuck divulges all of his passwords.
6:02 Drinks with Elders.
11:20 Dave’s 2020 projects.
15:21 Do we always have a choice?
18:34 Charlie Herari story.
20:12 Willingness.
21:05 Lesson from Drinks with Elders.
24:00 Some QUICK FIRE QUESTIONS!