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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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.
info_outline
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?"
info_outline
Episode 002 Gene Volpe
The Wealth Optimizer Podcast with Chuck Peterson
Gene Volpe is the Lead Digital Architect at GVI Media.
info_outlineIn episode 9, Chuck welcomes the advisor’s advisor, Bryan Bloom
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.
He graduated in 1976 with a Bachelor’s Degree from University of Illinois. In 1997 he received his CPA, and in 1989 his Master’s Degree (MBA) from the University of Illinois.
Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if structured correctly.
He’s most proud of receiving The Navigator Award, since it is awarded based on an individual’s integrity. His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren. If Bryan could have dinner with anyone, he’d choose Jesus Christ because he would love to have a road to Emmaus experience to ask anything.
Connect with Bryan:
Facebook: https://www.facebook.com/bryan.bloom.52
Web: https://www.theamericagroup.com/imt_team/bryan-bloom/
LinkedIN: https://www.linkedin.com/in/bryanbloom/