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36 minutes | 2 days ago
How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla
Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of entrepreneurship. That was 10 years ago! Listen to Karen's story to hear where she is today, how she got there, and what she's learned along the way.
33 minutes | 9 days ago
How to Plan (and Pay) for College with Rudy Herera
Rudy Herrera is the founder and CEO of College Assurity. Throughout his life Rudy coached various sports teams and in 2005 he Founded a Club softball organization (10U-18gold) that helped close to 200 girls get recruited and achieve their dreams to attend a 4-year university on Athletic & Merit Scholarships. The Softball Organization is now run by Rudy’s closest friend still going strong, and has helped numerous student athletes. Establishing that organization motivated Rudy to further assist students by helping them realize their collegiate goals, which sparked the creation of College Assurity.How to find Rudy:https://www.collegeassurity.comCall: (661) 600-8247Email: rudy (at) collegeassurity.com
27 minutes | 16 days ago
The Six Pillars of Business Success with Roger Doumanian
Incredible episode with Roger Doumanian - Attorney, speaker, author, coach, consultant. How to find Roger: https://www.rogerdoumanian.comRoger's book: https://www.6pillars.comFacebook: https://www.facebook.com/rogerdoumanianInstagram: http://www.instagram.com/rogerdoumanianLinkedIn: http://www.linkedin.com/in/rogerdoumanianYouTube: https://www.youtube.com/rogerdoumanianTwitter: http://www.twitter.com/rogerdoumanian
45 minutes | 23 days ago
Living (and loving) Your Authentic Self with Ryan Miller
In this episode, Ryan Miller joins us in studio to lay down the law on all things #authenticity. In such a noisy world, how do we stand out? How do we find our own message? Our own purpose? Ryan shares some incredible experiences and insights into his journey of living an authentic life. In addition to his brand, Be Authentic, Ryan is always creating content for your favorite social channel. You can find him below.How to find Ryan:www.ryanjamesmiller.comAuthentic Conversations Podcast: http://ryanjamesmiller.com/podcast/YouTube: https://www.youtube.com/ryanjamesmillerLinkedIn: https://www.linkedin.com/in/rjmsalespro/Instagram: https://www.instagram.com/rjmsalesproAbout Ryan:I coach high performers, helping them to achieve all that they want out of life and business. I consult industry leaders, creating strategic sales and marketing plans, developing leaders, and ensuring great culture. I also host the Authentic Conversations podcast.The short version of my story is that through crazy risks, deep heartaches, and immense support, the business I started with $500 to my name is now providing for a family of four in Orange County. I walk the talk I give to my clients.
40 minutes | a month ago
The Elon Musk of Business Risk Management, Christian Moore
Hey podcast listeners, on today's episode of the advice first podcast we get time with Christian Moore Christian's a co-founder of MaxPro Insurance Solutions out here in southern California and they specialize in commercial insurance like workers comp, general liability but not your average insurance policies and this is where it got really interesting their specialty is in those hard to place or complex industries now what's most impressive is hearing what drove Christian down this path enough for him to leave a major financial institution at a very young age and join his partner to start max pro and the priority that they've put behind building systems within their business now Christian is a phenomenal young professional as you will soon find out and there's some huge takeaways in what he had to share. I hope you enjoy!
36 minutes | a month ago
Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen
Hey podcast listeners, on today's episode of the Advice First podcast we have Fred Wachtel with Prosperitas Financial yet again and his good friend Andrew Cohen. Andrew is an estate planning attorney here in Santa Clarita, California and he specializes in simplifying this crazy world of designing building and maintaining a trust. Andrew points out some of the key differences between having a will and having a trust and why you'd want one over the other. I found this extremely insightful and then lastly he was kind enough to share his experience as a business owner through covid19 with so many things going on I think you'll get a lot from this episode and I hope you enjoy.More About Andrew“How do I help my client make informed choices? I begin any conversation with a client by listening with a focus on fully understanding their situation now, and any possible future situations that may arise or impact them. Next, informing recommendations for their best interests, I present them with choices that identify both the pros & cons, the benefits & downsides; and then continue to communicate throughout the design and drafting process.”Attorney Andrew C. Cohen provides focused legal services in these related areas:Estate planningPreparation of trusts and willsAdvanced Planning mattersAsset ProtectionProbate and Trust administrationSpecial needs trusts and fundingand Business planning25060 Avenue Stanford, Suite 255Santa Clarita, CA 91355 661-481-0100
57 minutes | a month ago
What Your Body is Trying To Tell You with Doctor Guy - Naturopathic Doctor & Hormone Specialist
On this episode we sit down with Doctor Guy Citron and Christopher Ingram with Prosperitas Financial. Doctor Guy is a naturopathic doctor in Los Angeles California, a phenomenal individual, and frankly Doctor Guy dropped the mic on what it means to be healthy if you have nagging injuries illnesses what those things are trying to tell you and the best avenues to consider healing your body for good. A phenomenal episode and we also tie in you know the correlation between your health and your finances phenomenal topics phenomenal answers coming out of these questions and probably my favorite episode to date. I hope you enjoy!More About Doctor Guyhttps://www.doctorguy.com/ 8920 Wilshire Boulevard, Suite 610Los Angeles, CA 90211Phone: 323-250-6926My mission is to provide balanced solutions to help you thrive with as little medication as possible.” – Dr. Guy Citrin Guy Citrin, NDDriven and warmhearted naturopathic doctor Guy Citrin, ND, dedicates his time and expertise to helping men and women improve their general health and quality of life at his private practice, Doctor Guy, in Mid-Wilshire, Los Angeles.Dr. Guy combines innovative integrative modalities with functional, naturopathic, and conventional medicine for the best possible results. He has diverse experience, education, and training, and specializes in treating chronic disease, hormone imbalance, joint pain, gut health, anti-aging, and regenerative medicine.Dr. Guy received his naturopathic medical degree from the National University of Health Sciences in Lombard, Illinois. He was a resident at a renowned affiliate site through Bastyr University before relocating to Los Angeles.Dr. Guy is a member of the Endocrinology Association of Naturopathic Physicians, the California Naturopathic Doctors Association, and a nationally recognized speaker on gut health for Microbiome Labs. He specializes in gut health, hormones, and regenerative medicine. However, he has a broad background and expertise in primary care and treats many conditions. He attempts to help the body heal naturally and therefore, take people off medication when it is safe to do so. Many patients visit Doctor Guy feeling overprescribed and underappreciated. For Dr. Guy, he doesn’t just want to make you feel better in the moment, but he wants you to feel better into the future. He believes that health truly is wealth, and he enjoys helping patients feel better and restoring richness and vitality on a deeper level.Dr. Guy’s objective is to provide exceptional and personalized care that doesn’t just mask the symptoms but improvesWith initial 90-minute consultations, Dr. Guy spends ample time with patients and leaves no stone unturned. New patients are welcome.
48 minutes | 2 months ago
Alternative Assets with Classic Car Legend Steve Ingram
Hey, podcast listeners on today's episode of the advice first podcast we interview Steve Ingram and his son Christopher Ingram now Christopher is a financial advisor with Prosperitas Financial and Steve Chris's father is a legend in the classic car world we get to dive into some classic cars as an actual asset class this sounds crazy but after hearing a couple of Steve's stories you will absolutely see why and in addition to those classic cars we explore just alternative assets in general how they may compare to what we're more familiar with whether it's stock market equities or real estate assets so very interesting episode very enlightening and I hope you enjoy it.
43 minutes | 2 months ago
Marrying your Tax Plan and Your Financial Plan with Jorge Perazzo, CPA
Hey podcast listeners on today's episode of the advice first podcast we sit down with Jorge Parazzo and Fred Wachtel with Prosperitas Financial. Jorge is a certified public accountant here in Santa Clarita California and he specializes in personal and business tax planning Jorge shared phenomenal insights into the key aspects of tax planning the importance of aligning your financial plan with your tax plan and so much more I got a lot out of this episode it was phenomenal to sit down and hear what he had to say I hope you enjoy it!About Jorge Perazzo661-593-7373https://www.jorgeperazzo.com/https://www.facebook.com/jorgeperazzocpa
32 minutes | 2 months ago
It All Starts With Your Gut with Real Andrews
Hey podcast listeners, welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas Financial yet again with his good friend Real Andrews. Real is a phenomenal individual, he focuses on the alignment between mental physical and financial health so having Fred in the room was awesome this podcast was hilarious it might be my favorite episode to date I really hope you enjoy!About Realhttps://firstname.lastname@example.org://www.facebook.com/realandrewshttps://twitter.com/realandrewshttps://www.instagram.com/realandrews/
49 minutes | 2 months ago
Avoiding Insurance Pitfalls with Enrique Borja
Hey podcast listeners welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas financial and Enrique Borja. Enrique owns two property casualty insurance offices here in southern California and he walks us through some massive pitfalls to be aware of in your personal and commercial insurance policies now it might sound boring but those pitfalls could literally take away everything that you've worked so hard to build and so that's why this conversation was extremely enlightening I hope you enjoy!About Enrique BorjaEnrique Borja Ins Agency Inc(424) 206-1082https://www.borjainsurance.com/https://www.facebook.com/EnriqueBorjaStateFarm/
38 minutes | 3 months ago
Pivoting to Success: Michael Anthony Photography
Hey podcast listeners on this episode we sit down with Mike and Jen from Michael Anthony photography. Mike and Jen are not just any average photographers they run a wedding specialty photography business creating some amazing images that you will be sure to want to see and we dive into what it's been like running a business that specializes in weddings in the year that is 2020 dealing with covid19 all of these fun things if you're not aware you know all of these dates are getting push backed delayed and so how do you run a business when there's no weddings happening and so Michael dives into what he's been doing to not just survive but thrive in the year that is 2020. Michael and Jen also go through and help us understand what it's like being married and running a very demanding business together and last and probably one of my favorite points is you know at some point in their lives they had to pivot careers to get into the business that that they're in now and they dive into what that was like how scary that was and what they would do differently knowing what they know today so I think you'll enjoy this episode in fact I know you'll enjoy this episode and I hope you do would love to hear it. EnjoyAbout Michael Anthony Photographyinfo@michaelanthonyphotography.com(800) 380-1217https://www.michaelanthonyphotography.com/https://www.instagram.com/michaelanthonyphotography/https://www.facebook.com/MAPhotoLA/
32 minutes | 3 months ago
Protecting Your Assets from Long Term Care Expenses with Scott Zimmerman
In this episode, we invite Scott Zimmerman into the studio to talk about the realities of long term care in our current environment. Long Term Care is a blanket term referring to home health care, assisted living facilities, and skilled nursing care. The number of individuals utilizing long term care and the costs of care are significantly increasing in every city around the United States. Scott helps us understand what's available in today's insurance markets to help protect us from these costs, or in the least, limit catastrophic exposures from taking over the nest eggs we've worked so hard to build. About Scott Zimmerman:Phone: (818) 377-7260 Email: Scott@CorpStrat.comLinkedIn: https://www.linkedin.com/in/scott-zimmerman-9463a12Facebook: https://www.facebook.com/scott.zimmerman.75491?fref=tsScott Zimmerman is a 20 year industry veteran, specializing in life insurance, financed life insurance, life settlements, and business succession planning. He is a noted speaker and Life and Qualifying member of the Million Dollar Round Table, and elite group of professionals representing the top 1% of insurance agents in the world.
46 minutes | 3 months ago
Recover Your Body, Recover Your Business with Troy Yudin
In this episode, we asked Troy Yudin, founder of ICE Recovery & Wellness (Valencia, CA), to share his experience as a business owner who lost 47% of his revenue in March 2020 due to COVID-19. Not only was he able to recover, but he's leaving 2020 with more loyal members than he's ever had before. Listen in to hear how Troy made the most of unfortunate circumstances, and if you're in Southern California, make sure to stop by ICE and meet Troy for yourself.About ICE:www.ICERandW.com@ICErecovery on FB & IGICE Recovery & Wellness was founded in 2016 with one driving purpose in mind: to introduce Santa Clarita, CA residents to the extensive benefits of cryotherapy and NormaTec compression.With deep roots in his community, ICE Recovery & Wellness Owner, Troy Yudin, is committed to providing student/ professional athletes, fitness aficionados, those suffering from pain and more with a cryotherapy experience that exceeds every expectation. Starting as the first Cryotherapy location in the Santa Clarita Valley we strive to promote the importance of recovery and self-care through every session.
42 minutes | 3 months ago
Financial Headlines are Costing You Money, with Chris Ingram
In this episode, we grab time with Christopher Ingram, CEO & Founder of Prosperitas Financial, to find out how those sneaky financial media headlines are affecting our finances. Chris shares some staggering headlines that mislead thousands of consumers daily, and steps you can take to better prepare you and your money against attention-seeking financial news. About Prosperitas Financial:www.prosperitasfin.comhttps://www.facebook.com/Prosperitasfinhttps://www.youtube.com/channel/UCsrIrXfEKfI_g2-3VS3sanAProsperitas Financial was founded with the primary goal being to provide exceptional comprehensive financial advice and services to clients in order to assist them in achieving their financial goals. Prosperitas does this by providing an extensive array of tools and resources to elite financial advisors and financial service providers, so that they are able to meet the wide-ranging needs of their clients. This unique collaboration of financial service providers allows us to advise our clients on the myriad of financial needs they may have.
5 minutes | 8 months ago
1. Welcome to Advice First
Welcome to the Advice First Podcast, presented by Prosperitas. In this episode, we highlight what you can expect from the Advice First podcast for the long haul; some of our guests, topics, and all around edutainment.
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