In this episode of the WEInvested Podcast, Wesley Earp sits down with Joel Miller, CFP®, Founder & CEO of Flames Financial Planning. Joel shares his journey into wealth management, the inspiration behind starting his own firm, and his approach to helping clients build lasting financial confidence. From breaking down the importance of financial planning at every life stage to discussing strategies for creating generational wealth, Joel offers practical insights and actionable advice you can start applying today.
Whether you’re new to financial planning or looking to refine your wealth-building strategy, this conversation is packed with wisdom for anyone serious about securing their financial future.
Website: https://www.flamesfp.com
Brian McAboy, A.K.A. The Profit Assurance Coach, helps traders conquer their struggles through his unconventional, yet highly effective process-focused approach. With over 20 years of experience in both trading and quality systems, Brian brings a powerful and practical lens to the challenges traders face, guiding them to sustainable confidence, consistency, and profits.
Shawn Owen, Founder and CEO of SALT Lending, revolutionized the idea of crypto-backed loans, raising over $124 million in the process. Since diving into the world of Bitcoin in 2011, Shawn has been committed to fostering financial freedom through blockchain technology. This includes authoring the upcoming 'The Bitcoin Advantage,' designed to open new doors for managing wealth beyond traditional systems.
Gideon Pfeffer is the visionary CEO and Managing Partner of the GSH Group and a trailblazer in opportunistic real estate investing. With over a decade of experience in the industry, Gideon has become a leading expert in passive investing as a means to create and increase wealth. His expertise extends to real estate investing, where he has successfully overseen the acquisition and renovation of thousands of single-family homes in the Midwest and Southeast.
Under Gideon's remarkable leadership, The GSH Group has achieved outstanding results, raising and placing over $300 million of equity and amassing a lucrative portfolio of more than 7,000 apartment units across five states, with a total value surpassing a billion dollars. His dedication to strategic partnership initiatives and ventures, coupled with his astute decision-making on investments and acquisitions, has propelled the company to the forefront of the real estate market.
For podcasts with an audience of CEOs and high net worth individuals seeking valuable insights, Gideon would be a phenomenal addition to your show. His expertise in passive investing provides a fresh perspective on creating sustainable wealth outside the stock market. Moreover, his profound knowledge of real estate investing and multi-family properties offers invaluable guidance to those looking for safe and profitable opportunities. Don't miss the chance to learn from a true industry leader, as Gideon shares his wisdom and strategies for financial success on your show!
Doug C. Brown is the CEO of CEO Sales Strategies and a Sales Revenue and Profit Growth Expert.
He has led client award-winning and high-performance teams as well as pioneered profitable development programs for companies. He has advised companies such as Intuit, CBS Television, Procter & Gamble, Enterprise Rent-A-Car, Nationwide, Embassy Suites, Inc. 500 to 5000 companies, and thousands of other businesses and entrepreneurs.
As an independent division head, Doug created, trained, and presented high-impact, results-oriented web seminars for prospects of Tony Robbins and Chet Holmes. Doug increased their division sales by 864% and close rate by 62% in just six months.
Today, he helps companies and individuals increase their sales by incorporating sales revenue and profit growth strategies used by top 1% performers through the Top 1% Academy, Sales Revenue, and Profit Growth Masterminds. He also specializes in creating commission-only sales teams and advises companies on how to properly prepare for a high-performing sales team so they can attract and retain elite sales producers.
Ed Meek, CFPTM is the founder and CEO of Edge Financial Advisors, the registered investment advisor (RIA) firm that exists to provide small business owners with a sense of confidence, freedom, and hope about their financial futures.
Ed’s passion is to provide holistic financial planning and customized portfolio management solutions that fit the unique life situation of entrepreneurs and give them a plan to achieve the lives they have only dreamt about.
After more than a decade as a financial adviser for a retail branch of Fidelity, Ed founded Edge Financial Advisors in 2005, with the goal of working with fewer clients in a much more comprehensive and effective way. 19 years later, he has built a team of 8 people who are currently helping more than 300 clients thrive financially. He is on a mission to help over 1,000 people achieve financial wellbeing in the next 5 years.
Ed has 25+ years of experience as a CFPTM and is one of the nation’s leading experts in Defined Benefit Plans, an extremely tax-efficient way of helping business owners and their employees save for retirement. He lives in Wheaton, IL, with his wife and is a father of three adult children, and also co-hosts the video podcast, Ed’s Edge, a show for the regular Joe and Jane investor who aspires to live a life of freedom and generosity.
Mike Andes is the founder of Augusta Lawn Care that has 170+ franchise locations across the United States and Canada.He is dedicated to helping home service business owners make their businesses more profitable and better work environments.Founder of CopilotCRM.com and other companies shown at MikeAndes.com
Louis O’ Connor, Founder, and Principal of Strategic Metals Invest. They are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals.
Retain provides on-demand HR for startups and small businesses that need access to core Human Resources services without having to hire full-time HR staff. Retain was founded by Lisa-Maree Blumenfeld who has 20+ years of HR experience and was most recently VP of People at Expa, where she lead a centralized HR and Recruiting team that worked on behalf of 20+ startups. Prior to Expa, Lisa has worked with fast-moving startups (Lyft, NinthDecimal, Aria Systems) as well as with larger Fortune 500 companies (PG&E, Blue Shield of California). Her passion for early to mid-stage startups encouraged the start of Retain and her deep network of experienced HR professionals make up the team.
Lisa-Maree Blumenfeld has revolutionized HR at various levels, from startups like Lyft to larger corporations. Merging HR with financial literacy seems like a natural progression. Her practical tips could empower your listeners to enhance both their organizational culture and financial health.
Carlos Samaniego EA is a recognized tax resolution expert, dynamic speaker, and founder of Tax Debt Consultants, LLC. Licensed by the U.S. Department of Treasury as an Enrolled Agent (EA), he specializes in resolving complex IRS and state tax issues for self-employed professionals and small business owners. Carlos is a best-selling author who co-authored Never Give Up with sports commentator Dick Vitale and wrote How to Make the IRS an Offer They Can't Refuse, sharing his personal journey and strategies for overcoming tax troubles. His upcoming book,
The FTB Taxpayer Survival Guide, offers essential advice for handling tax disputes with the California Franchise Tax Board. Carlos has received the Quilly Award and the Expy Award, recognizing his contributions to tax resolution. He has been featured on major media outlets such as Fox, NBC, CBS, ABC, and USA Today, and in a PBS documentary hosted by Dennis Quaid.
As host of the Tax Debt Consultant Podcast—ranked among the Top 10 Small Business Tax Podcasts by Feedspot—Carlos provides invaluable tax advice to a global audience.
Additionally, Carlos mentors CPAs, EAs, and attorneys nationwide, helping them develop successful practices. His dedication to education and client service earned him the 2020 Tax Professional of the Year title.
Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. With a career rooted in precision and innovation, Janna’s journey began in December 2021 when her accounting clients raised concerns about the accuracy and reliability of existing crypto tax solutions. Driven by her commitment to excellence, she embarked on a rigorous two-year research initiative, collaborating with leading institutions like the SEC, IRS, and prominent universities to uncover and address gaps in crypto tax compliance.
Janna’s work has set a new standard in the industry, earning recognition from regulatory bodies and academic experts alike. DeFi Tax is now celebrated for its audit-ready reporting, direct blockchain data integration, and user-centric approach. By combining her expertise with a deep understanding of the evolving financial landscape, Janna has made it her mission to empower individuals, businesses, and institutions to navigate cryptocurrency taxes confidently. Her dedication to precision, transparency, and client protection continues to shape the future of crypto tax compliance.
Meet David Steele, founder & CEO of One Wealth Advisors, an independent RIA firm handling over $1.1B in assets, who also is a prolific restaurateur, having opened 6 restaurants in 6 years in the competitive Bay Area. And that's just the start - he's also a yoga studio owner, artist, philanthropist, and more.
KATHY ROBERTS is CEO of Switch Reward Card - a blockchain finance ecosystem. Switch Reward Card isn’t just a card; it’s a comprehensive system that aligns with the ever-evolving world of digital finance. Join us, and experience the future of trading. Kathy started her career with Sears and then transferred over as an early executive (or Dawner as they called them) when Sears started Discover Card. Kathy went on to become the President of Discover Bank and served as the first female Chair of the Delaware Bankers Association. Current member of Salt Lake Chamber’s Board of Governors.
Kathy Roberts’ charitable endeavors include but in no way are limited to the following organizations: Delaware Junior Achievement (Board of Directors), New Mexico Museum Foundation, WHOlives (Board of Directors), https://wholives.org/ - Providing clean water in the developing world using the innovative Village Drill. The History Makers, https://www.thehistorymakers.org/ - Documenting video oral histories of influential and sometimes unsung African Americans heroes. Kathy currently splits her time between Santa Fe, NM and Salt Lake City with her son Malachi, who is a musician.
Dr. Harms transforms the often daunting task of end-of-life planning into a compassionate journey, helping people navigate the emotional aspects of planning personal finances. She has witnessed death up close many times throughout her life, including the loss of her mother and her son to suicide and, eventually, her husband from a broken heart after their son’s death. These events shaped her views on finding meaning in grief, and she set out on a mission to end the stigma around end-of-life planning. As a fourth quarter coach and international speaker specializing in grief, conflict resolution, and legacy planning, Dr. Harms goes beyond spreadsheets to help clients — often with the aid of financial planners — arrange their personal finances and estates with care and empathy, turning what can be a difficult process into a meaningful experience for families. Her book Are You Ready? How to Build a Legacy to Die For talks about how to build a legacy that lives on after your death. It was a #1 bestseller on Amazon and Barnes & Noble, and has won numerous awards, including being named the most inspirational book of 2024 by the Pacific Book Awards.
Jim is a partner at Southern Impression Homes, a company that specializes in building rental portfolios for individual investors and institutional buyers in Florida’s high-growth markets. With a strong focus on the Build-to-Rent niche, Southern Impression Homes provides new construction, low-density properties such as single-family homes, duplexes, and quads with property management in place. Jim’s experience in real estate investment extends beyond his partnership with Southern Impression Homes. He has done over 2,000 rehabs and formerly owned Jax Wealth Investments, which focused on bulk foreclosures. After a successful joint venture partnership with Southern Impression Homes, the two companies merged in 2022 to better serve their growing client base in the Build to Rent niche.
In addition to his thriving career in real estate, Jim is a respected figure in family education. As the co-founder and owner of 18 Summers, he offers keynotes, workshops, and retreats to entrepreneurs, professionals, and family-focused companies who seek to balance their success in business with strong family relationships. Jim and his wife Jamie are the bestselling authors of “The Family Board Meeting” on Amazon. Their “Board Meeting” strategy, “Date Night with A Question” program, and other straightforward frameworks have benefited numerous business leaders worldwide in rebuilding and strengthening their family connections.
Named one of the most influential “Female Pioneers in Technology”, Elizabeth Bieniek is an author, founder, and Fortune 100 leadership veteran focused on “good peopling” as the secret to exceptional execution. After turning corporate innovation on its head with her own unconventional success story, Elizabeth now helps leaders tap into the individual genius within their teams to unlock unrivaled innovation and uncover joy in the journey.
Book Link: Cake on Tuesday: 25 Lessons to Unlock Corporate Innovation
Alex Chompff, a serial entrepreneur, seasoned investor, and U.S. Marine Corps veteran who is reshaping the venture capital landscape.
As Co-Founder and Executive Director of Evolution Ventures and Lead General Partner of MinervaFund, Alex focuses on investing in women and entrepreneurs of color—groups often overlooked by traditional investors.
Alex and his partners recognize that smart capital, when quickly deployed, can address these oversights and build diverse portfolios positioned for elevated returns. Their investment strategy is driven by the belief that unlocking the potential in underrepresented founders isn’t just ethical, it’s good business.
Their combined portfolio features many disruptive startups with significant growth potential, including Dope Dog, a brand offering CBD-infused products for dogs, and Aermetric, an aircraft maintenance app trusted by major carriers like Alaska Airlines, JetBlue, and the U.S. Air Force.
Alex served in the U.S. Marine Corps before becoming the Director of Technology during the dotcom boom at Kleiner Perkins (known for its early investments into giant tech companies, including Facebook, Google and Amazon. He has also co-founded several businesses that have raised millions of dollars in funding and facilitated billions in real-world transactions.
Lou Scatigna, CFP® has worked in the financial field for more than 36 years. During this time, he has helped a number of people manage their financial problems. This includes helping people plan for retirement and create budget plans. Additionally, Lou is a certified financial planner and tax accountant.
A little over 20 years ago, Lou decided to go a step further and began a weekly radio show entitled The Financial Physician, and he has since transitioned to making the show available more frequently in podcast form. He offers honest advice and does not shy away from problems or challenging conventional norms. On the show, he puts his years of financial experience to work. The advice he offers has been thoroughly researched and largely shown to be accurate over the course of time.
In 2009, Lou published a book under the same name as his radio show. The book offers a financial literacy quiz, advice and resources on how to manage your money. By comparing financial problems to physical ones, it helps to clarify concerns that may otherwise be difficult to understand.
Lou’s work is well-known and has been featured on major media outlets such as CNN, USA Today, Dallas Morning News, CNBC, Fox News and MSNBC.
Subscribe to The Financial Physician to never miss a new episode where host Lou discusses money, markets, politics and other items that affect your financial life!
Jason Schappert is a serial entrepreneur and financial technology visionary dedicated to empowering individuals to achieve financial freedom. He is the co-founder of Moola, an AI-driven investment platform that simplifies complex financial concepts and provides personalized insights and recommendations to help users make informed investment decisions. Prior to Moola, Jason successfully built and exited a previous business, demonstrating his entrepreneurial prowess and ability to build successful ventures from the ground up. He is a passionate advocate for financial literacy and believes that everyone deserves access to the tools and knowledge necessary to achieve financial security. Jason is a strong leader, committed to continuous learning and personal development, and a devoted husband and father. His mission is to empower the next generation to take control of their financial futures and create a world where everyone has the opportunity to achieve financial freedom and live a life free from financial stress.
YEMA, inspired by East African lineage and Bay Area’s urban street wear, is a high end clothing brand located in Tiburon, CA. The brand weaves history, culture, tradition and diversity with high-quality garments. Hawi and Yema take great pride in their heritage and aim to tell a story of the two countries with every design. As they expanded their clothing brand they began to focus on providing high end fashion and bold expressive looks. With Ethiopian Fidel and art, Kenyan colors and patterns the two designers strategically created their clothing to entice curiosity and appease the fashionista in their customers.
Website: https://www.yemacalif.com