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Joel Weldon is a nationally known hall of fame speaker and speech coach. Today he joins the show to talk about the importance of communication between an advisor and their client. Communication is essential, whether it be in our professional or personal lives, and it is the ability to communicate effectively to others that can determine the level of success we can achieve. Listen in as Joel shares some great ideas on how you can improve your communication skills. You can find show notes and more information by clicking here: https://bit.ly/3sVlCAm 

Should the upcoming election be on your mind as you create your next investment or financial plan? Today Tony will be walking you through historical data that relates to presidential elections and how they affect the market and your finances. You'll learn the best areas to be focusing on and the key to maintaining the right focus in order to be in the best position with your finances over the long term. You can find show notes and more information by clicking here: https://bit.ly/2EM250p

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic, his wife Amy D’Amico, President and Managing Partner at Fidato Wealth, and Brian Eberhardt, Lead Wealth Advisor at Fidato Wealth. Listen in as the three talk about the importance of having a rainy day fund so that your clients and your team can feel confident and comfortable that they will be supported.  You can find show notes and more information by clicking here: https://bit.ly/3atg0Vh 

Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies. His insight into the industry is extremely valuable when it comes to specific tax laws and benefits that can be planned for in advance. You can find show notes and more information by clicking here: https://bit.ly/2NlROJH

In today's competitive capital markets, it is important to be on the same page when it comes to investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins the show today to share his philosophy on investments and how he helps financial advisors to leverage Dimensional’s capital markets research. You can find show notes and more information by clicking here: https://bit.ly/3dbivvP

With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies, joins Tony to discuss how you can put plans in place to help your business grow and thrive through challenging times. You can find show notes and more information by clicking here: https://bit.ly/2CAjjgo 

There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your business. Kurt Thomas joins the show today to discuss planning for the future of your business, as well as how to navigate the available insurance options. Whether you are looking into a succession plan or wanting to secure your business from various risks, this episode is full of great insight and tips on insurance for yourself and your business. You can find show notes and more information by clicking here: https://bit.ly/2RkTvt3 

The families and businesses we work with have done a good job saving and growing wealth and we want to protect it. Michelle from Brunswick, a property and casualty insurance brokerage firm, joins the show today to share how you can keep your family or business safe. She highlights many of the key issues that come up and how these would challenge the safety of your savings and assets. You can find show notes and more information by clicking here: https://bit.ly/2XhKSDB 

Dr. John Oswald joins the show today to share his career journey into dentistry and practice ownership, as well as the lessons he learned along the way. Tony and John discuss how important it was to not only learn how to be a good dentist, but also how to be good at business. Listen in to get some great insight on the value of delegating, reaching out for help when you need it, and more. You can find show notes and more information by clicking here: https://bit.ly/34hWxDK 

Estate planning can be a challenging and even uncomfortable topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and prepared for when we are no longer here. Today Cindy Steeb of CLS Consulting joins the show to discuss estate planning and how to navigate the difficult decisions ahead of time in order to pass on businesses and wealth to future generations in a thoughtful way. You can find show notes and more information by clicking here: https://bit.ly/2JOMqwF 

Welcome to Wealth & Life, where host and Certified Financial Planner Tony D'Amico shares insights, interviews, and a behind-the-scenes look into wealth management. In this opening episode, Tony sits down with the former VP of marketing and programming and the executive producer of local programming of Fox 8, Kevin Salyer, to discuss how he achieved his dream career, the challenges he faced, and the lessons he learned through it all. You will get an inside look at Kevin's unique path and what it takes to build a career, team, and life that matters. You can find show notes and more information by clicking here: https://bit.ly/2wloUV0