Wealth Harmony with April Turch, Episode 16

In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA).

Tune in to the episode to hear about:

- Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management

- The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education

- Tips for parents on teaching children about financial priorities, delayed gratification, and creating a healthy relationship with money, stressing the importance of evolving fulfillment throughout life

Learn more about Stefani Tueme:

- Read Stefani’s bio on Wolf Group Capital Advisors’ website: https://wolfgroupcapital.com/stefani-tueme

- Consider buying Stefani’s book, “My Very First Cash:” https://www.amazon.com/Very-First-Cash-Stefani-Tueme/dp/B0BJYGK8C3

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch or listen to more episodes of Wealth Harmony:

* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

* Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

* Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D

* iHeart Radio: https://iheart.com/podcast/214975574

* Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com/

* LinkedIn: https://www.linkedin.com/in/aprilturch/

* Email: aturch@wolfgroupcapital.com

* Facebook: ​​https://www.facebook.com/wolfgroupcapital

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Ep 15

In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice).

Tune in to the episode to hear about:

*The importance of ethical decision-making and navigating gray areas in compliance

• * The significance of proactive policy-making and staying vigilant amid regulatory changes and uncertainty

• * How clients can evaluate advisors based on values and compliance, likening the process to dating where alignment is crucial

• * Jon’s definition of "wealth harmony" as a balance that one can comfortably live with, noting that values and harmony evolve over time

• Learn more about Jon Simone:

  * Connect with Jon on LinkedIn: https://www.linkedin.com/in/jon-j-simone-cscp%C2%AE-11635216

  * Visit MyComplianceOffice Ltd.’s website: https://mco.mycomplianceoffice.com

  * Email: jon.simone@mycomplianceoffice.com

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  About Wealth Harmony:

  Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

  Watch or listen to more episodes of Wealth Harmony:

  * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

  * Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

  * Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D

  * iHeart Radio: https://iheart.com/podcast/214975574

  * Website: https://wolfgroupcapital.com/podcast

  Connect and learn more from your host, April Turch:

  * Website: https://wolfgroupcapital.com/

  * LinkedIn: https://www.linkedin.com/in/aprilturch/

  * Email: aturch@wolfgroupcapital.com

  * Facebook: ​​https://www.facebook.com/wolfgroupcapital

  DISCLAIMER:

  The views expressed on this program are not necessarily the views of this station. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 14

In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications.

Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm

Read more about The Wolf Group leadership team: https://thewolfgroup.com/about-us/who-we-are

Len Wolf on LinkedIn: https://www.linkedin.com/in/lenwolf

Bob Len on LinkedIn: https://www.linkedin.com/in/bob-len-8b486710

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch more episodes of Wealth Harmony:

* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

* Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

* Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com/

* LinkedIn: https://www.linkedin.com/in/aprilturch/

* Email: aturch@wolfgroupcapital.com

* Facebook: ​​https://www.facebook.com/wolfgroupcapital

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 12

In this episode of Wealth Harmony, April Turch speaks with Ellen Bruno, Founder and Head of Compliance Advisor Professionals, a compliance consulting firm dedicated to helping investment professionals and investment advisory firms meet their regulatory compliance needs. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping them stay in line with SEC regulations.

Tune in to the episode to hear about:

* Ellen's journey from being a neophyte accountant to founding her own compliance consulting firm, specializing in working with investment advisory firms

* The concept of diminished capacity with an emphasis that it's not solely related to aging but can result from various factors

* The importance of having early conversations with clients and their families about what steps to take if signs of diminished capacity appear

* The need for ongoing conversations and support, including financial coaching, to help individuals with disabilities navigate their finances effectively

Learn more about Ellen Bruno:

* Connect with Ellen Bruno on Linkedin: https://www.linkedin.com/in/ellen-m-bruno-8833702

* Visit Compliance Advisor Professionals’s website: https://www.complianceadv.com

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About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch more episodes of Wealth Harmony:

* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

* Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

* Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com

* LinkedIn: https://www.linkedin.com/in/aprilturch

* Email: aturch@wolfgroupcapital.com

* Facebook: ​​https://www.facebook.com/wolfgroupcapital

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

Wealth Harmony with April Turch, Episode 09

In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions.

Tune in to the episode to hear about:

* The concept of financial transitions and the unique challenges they pose, including how to navigate major life changes with financial implications.

* Susan Bradley's journey in developing the financial transition model and how it has impacted the financial planning industry globally.

* Practical advice for managing transitions, including the "Decision-Free Zone" method which helps in categorizing decisions based on urgency and importance.

* The role of emotional resilience and strategies for maintaining stability during uncertain times.

* Insights into the cultural and structural changes needed within the financial industry to better support clients through transitions.

Learn more about Susan Bradley:

* Connect with Susan on LinkedIn: https://www.linkedin.com/in/susanbradleycfp

* Visit The Sudden Money® Institute’s website: https://www.suddenmoney.com

* Check out Susan’s podcast, Sudden Money Insights: https://www.financialtransitionist.com/suddenmoneyinsights

***********************************

About Wealth Harmony:

Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Watch more episodes of Wealth Harmony:

* YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU

* Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327

* Website: https://wolfgroupcapital.com/podcast

Connect and learn more from your host, April Turch:

* Website: https://wolfgroupcapital.com/

* LinkedIn: https://www.linkedin.com/in/aprilturch/

* Email: aturch@wolfgroupcapital.com

* Facebook: https://www.facebook.com/wolfgroupcapital

DISCLAIMER:

The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.