The Wilde Wealth Way Podcast
Episode 010 - The Wilde Wealth Way Podcast - Financial Planning Basics ft. Janenne Lackey
Episode 009 - The Wilde Wealth Way Podcast - Market Update ft. Doug Cole
Episode 008 - The Wilde Wealth Way Podcast - Surviving Market Swings ft. Andrew Sampson
Timestamps
00:28 – Introductions
00:55 – Andrew’s Journey to Wilde Wealth
01:50 – Transitioning from the Fitness Industry to the Financial Industry
03:05 – Managing Client Meetings While Working from Home During COVID – 19
06:00 – Conversations with Clients During a Volatile Market
10:05 – His Surviving Market Swings Webinar and Some Factors That Influence Financial Markets
11:40 – Strategies to Navigate Volatile Markets
13:10 – Information that People Will Take Away from his Surviving Market Swings Webinar
15:05 – Conclusion / Outro
Episode 007 - The Wilde Wealth Way Podcast –Book, Hygiene & Diaper Drive ft. Anna Wales
Timestamps
00:28 – Introductions
00:50 – Anna’s Job Progression at Wilde Wealth
03:50 – Q1 Brown Bag Program Volunteer Event Results
04:45 – Book, Hygiene & Diaper Drive with Southwest Human Development
06:50 – Reading Buddies Program & Team Building Event
10:35 – The Importance “Giving Back” Plays into the Wilde Wealth Culture
13:00 – Upcoming Wilde Wealth Events
14:25 – Conclusion / Outro
Episode 006 - The Wilde Wealth Way Podcast - Retirement and Social Security ft. Kirtus Brutsman
Timestamps
00:28 – Introductions
01:10 – Kirtus’s Journey to Wilde Wealth
05:05 – Navigating Client Meetings during COVID-19
08:15 – Family and Personal Life during Pandemic
10:45 – Social Security Webinar & Kirtus’s Passion for Social Security
15:05 – Biggest Misconceptions People Have About Social Security
21:30 – Conclusion / Outro
Episode 005 - The History of Wilde Wealth ft. Vanessa Blaha
Timestamps:
00:28 - Introductions
04:00 - Vanessa’s Favorite Attributes of Wilde Wealth
06:36 - Top 20 Places to Work & Other Ratings
10:04 - Vanessa’s Career Journey
11:51 - Wilde Wealth Future + 10 Year Plan
15:00 - Why Recommend Wilde Wealth
17:27- Quarterly Events + Volunteer Events
18:25 - Conclusion / Outro
Episode 004 - Roth IRA Basics ft. Michael Obenauf
Timestamps:
00:28 - Introductions
02:53 - Michael’s transition to Wilde Wealth
04:50 - Michael & the 20-30 Club
06:43 - Webinar + Roth IRA Basics
08:44 - Roth IRA vs Traditional IRA
10:15 - Qualifications for Roth IRA
11:26 - Funding a Roth IRA
14:20 - Online webinar announcement
15:03 - Conclusion / Outro
Episode 003 - Giving Back ft. Alison Biggs
Timestamps:
00:28 - Introductions
01:57 - How Alison joined Wilde Wealth
02:47 - Alison’s 1st year with Wilde Wealth + COVID-19
06:26 - The Combat Dolls Non-Profit
11:32 - Wilde Wealth Charities + Fundraisers
15:00 - Future Events + Fundraisers
17:40 - Future of Events (Meeting in person + online)
22:50 - Conclusion