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The WEInvested PodcastEpisodes
Episodes of The WEInvested Podcast
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Jessica helps young adults, professionals and entrepreneurs live the lifestyle they WANT by introducing foundational principal of personal finances and wealth building, they were never taught. As a licensed Social Worker, Jessica brings a uni
Kimberly Ann Flynn, CFA is a highly accomplished President and partner at XA Investments, where she leads product and business development initiatives. Having previously served as the Senior Vice President and Head of Product Development for Nu
Dr. Daniel Daniel is the crypto trainer that entry level investors deserve. With a keen focus on breaking down the barriers to entry, Dr. Daniel is committed to demystifying crypto investing and stopping the gatekeeping of knowledge that can ma
Byron's gift for translating the complexities of business financial principles with a focus on small businesses into easily understood communication has made him one of the most highly sought financial and business consultants. He is the Founde
GARRETT SUTTON has sold more than a million books to guide entrepreneurs and investors. His best sellers include Start Your Own Corporation, Loopholes of Real Estate, and Veil Not Fail. For more than 30 years, he has run his practice assisting
Robert Plotkin is a leading expert in leveraging AI to maximize creativity and innovation. His book, The Genie in the Machine, was the first (and still the only) work to address the impact of generative AI on innovation and the patent system. R
Anne Lester is a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, where she worked almost 30 years. In 2020, Anne was recognized for her extraordinary lifetim
Greg is an investment banker, angel investor, entrepreneur and regular host of a career podcast about the world of work and business. His day job involves advising corporate clients and business owners as they relentlessly pursue growth at all
Nolan Bradbury is a seasoned professional with a passion for helping business owners achieve their dreams through sound accounting and financial strategies. Nolan is on a mission to empower entrepreneurs to achieve their goals and unlock the fu
Derek Mazzarella, CFP® is a dedicated financial advisor committed to helping individuals pursue financial freedom. With a strong background in management from Bryant University, Derek’s passion for assisting others led him to become a Certified
Michael Charles is the founder of Credit Freedom Solutions. Michael began to witness the relentless efforts his parents made to provide him with every possible advantage they couldn't afford for themselves. This experience instilled in him a de
Dr. Rob Scranton teaches people how to use their current debts and expenses to grow their wealth outside of the traditional approaches like scrimping, saving, and denying themselves the lifestyle that they want. He leverages his extensive backg
Tony Steuer, CLU, LA, CPFFE is an internationally recognized financial preparedness advocate, podcaster, and award winning author. His newest book, The Get Ready! Blueprint: A 52-Week Guide to Changing the Way You Think About Money, presents Th
Spencer Sherman (MBA, CFP®) is a leading financial advisor, author, and public speaker, renowned for his mindfulness-based approach to money. As the founder and former CEO of Abacus, a values-driven financial consulting firm managing over $3 bi
Michael Frew worked for two decades as an engineer, developer, and software architect on hundreds of consulting engagements with corporations including Lockheed Martin’s Artificial Intelligence Labs, IBM, Microsoft, Amazon, Salesforce, and Fire
Tyler Nicholls, a dynamic and seasoned entrepreneur with a passion for making a significant impact, is dedicated to serving people on a large scale through innovative software solutions. A graduate of Brigham Young University with a degree in
Jordan Berry is the Founder of Laundromat Resource and a multi-Laundromat store owner. Jordan works hard to make LaundromatResource.com a community that is dedicated to teaching one another, learning from one another, growing together, and succ
BEYOND FORMATION offers a holistic, hands-on, Agile approach to building, running, and funding a world-class business into easy-to-follow, customizable, results-oriented steps and strategies. GEOFF BLAISDELL teaches audiences how to align stake
Ann Garcia, aka The College Financial Lady, has helped thousands of families save millions of dollars on college. A fee-only Certified Financial Planner and managing partner of Independent Progressive Advisors, Ann specializes in helping famili
Brennan Schlagbaum is the Founder and CEO of BudgetDog, a financial literacy company that focuses on helping individuals achieve the financial freedom they deserve. Brennan has successfully achieved financial freedom by paying off over $300,00
TAYLOR LOHT is an experienced Multifamily and Self Storage real estate investor, who decided to break into real estate in 2015 following Wall Street’s major correction that year. In the time since he made the shift, Taylor has acquired, investe
For over 40 years, DR. KUNI BEASLEY has been helping students reach their college goals. Since 2011,Dr. Beasley and his team have helped students earn over $300 million in scholarships and grants, with students admitted to the top institutions
Tim Lyons is the co-founder & managing partner of CitySide Capital LLC, a real estate syndication and investment company that focuses on commercial real estate assets that yield strong returns for investors.Tim is also a lieutenant in the New
Dawn is the founder of “Productive PressureTM”, a philosophy and method that masterfully balances the drive for success with a safeguard against burnout. Her experiences in nurturing her veterinary practice, spearheading growth, fostering strat
Since earning a bachelor’s degree in finance, cutting his teeth in the financial industry, and earning a master’s degree in environmental science and management, Owen’s been on a professional rampage, pushing complacency and bureaucracy aside a
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