Broker Check

The Wilde Wealth Way Podcast

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

 

Episode 002 - 2021 Forecast Outlook ft. Trevor Wilde & Gene Goldma