Welcome to the Planning & Beyond podcast with Ashley Quamme, where we highlight leaders transforming the financial services industry. Our guests empower advisors and clients alike with practical insights. We emphasize self-care for practitioners to enhance client service. Join us to deepen client relationships, improve communication, and grow personally. It’s all about planning... and beyond.
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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Ross Marino and his guests provide listeners with information and trends that effect their retirement and long term planning.
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Tasha Code is my personal guide and journey to liberated vision through mindset changes and breaking through cultural conditioning. We’re getting raw + real on this podcast as it’s my personal code for enjoying my best life, even if it goes against the way I’ve been conditioned to think (and spoiler: it does). We’re going to cover alllllll the self-things: self-awareness, self-acceptance, self-love, and self-care. We’ll back it up to my time as a solo traveler and how that helped me break cu ...
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Improving Your Relationship with Money with Financial Therapist Ashley Quamme
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Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™ https://www.linkedin.com/in/ashley-quamme The Wealthy Marriage https://www.thewealthymarriage.com/ hello@thewealthymarriage.com https://www.instagram.com/thewealthymarriage/ https://www.facebook.com/thewealthymarriage Beyond the Plan https://www.beyondthefp.com/ https://www.linkedin.com/company/beyon…
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9. Mindset & Skills for Nailing Your Prospect & Discovery Meeting
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In this episode, we talk with Brendan Frazier, Chief Behavioral Officer of RFG Advisory, about the mindset and skill set that advisors need to nail their prospect and discovery meeting. Brendan shares practical tips on how to quickly build trust from the first conversation as well as how to continue building on that trust in future meetings by acti…
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Building Wealth with Purpose: Group Recap and Insights
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Oleh Jay Boekeloo, Brett Maikowski, Jared Tanimoto
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8. From Advisor to Retiree: Tackling the Challenges of Stepping Away with Dan Haylett
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You plan for your clients’ retirement, but are you planning for yours? In this episode, Dan Haylett helps unpack the unique challenges financial advisors face when planning their own retirement. From building self-sustaining teams to seeking our own financial planners, we share essential strategies to avoid common pitfalls. Beyond the financial asp…
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7. Insights for Navigating the Retirement Rebel Revolution with Dan Haylett
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In this episode of Planning and Beyond, we sit down with Dan Haylett, a trailblazer in the world of retirement planning. Together we explore the emotional difficulties of modern day retirement and how advisors can support their clients in being what Dan calls a "retirement rebel.” Dan shares his innovative approaches to helping first-generation ret…
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Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
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Episode 4 with Colin Koach Email: ckoach.work@gmail.com Social Media: https://www.linkedin.com/in/colinkoach/Oleh For The Wealth Pod
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6. The Path to Funded Contentment with Brian Portnoy
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What is "funded contentment," and how do you live a truly meaningful life? In this episode, we talk with Brian Portnoy, founder of Shaping Wealth, about how true wealth is more than just having lots of money. We also talk about how financial advisors can focus on helping people with their life goals, not just their finances. Finally, we dive into h…
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Living Big by Going Small w/ Tiny House Adviser Laura Lynch
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Episode 3 with Laura Lynch Email: laura@thetinyhouseadviser.com Website: https://www.thetinyhouseadviser.com/ Social Media: https://www.linkedin.com/in/tinyhouseadviser/ Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcastOleh For The Wealth
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5. Considerations for Integrating Financial Psychology into Practice
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Unlock the secrets of integrating financial psychology into your practice with insights from Dr. Meghaan Lurtz. We tackle the nuanced challenges and uncover strategies to bring financial psychology into firms effectively. From hiring specialized experts to comprehensive advisor training, each method has its unique advantages in understanding client…
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Building Wealth through Real Estate with Kirk Godman
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Episode 2 with Kirk Godman Email: realtorkirkgodman@gmail.com Phone: (360) 798-0184 Social Media: https://www.instagram.com/kirkgodman/ https://www.facebook.com/godmanrealestate/Oleh For The Wealth
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4. How Not to Ask Stupid Questions with Dr. Meghaan Lurtz
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Ready to transform your client communication? In this episode, Dr. Meghaan Lurtz, Partner at Shaping Wealth, joins us to reveal the secrets of effective questioning in financial planning. Discover how the right phrasing turns questions into engaging conversations, strengthening client relationships. Learn to frame inquiries with empathy and calmnes…
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Leaving Wall Street to Find True Wealth with Cara Macksoud
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Episode 1 with Cara Macksoud Email: cara@moneyhabitudes.com Website: https://www.moneyhabitudes.com/ Social Media: https://www.linkedin.com/in/caramacksoud/Oleh For The Wealth
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3. The Impact of Emotions on Professional Advice with Dr. Meghaan Lurtz
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Is the secret to exceptional financial advising hidden in your own self-awareness? Join me, Ashley Quamme, and Dr. Meghaan Lurtz in this episode of Planning and Beyond as we explore the crucial role of self-awareness in financial planning. We discuss how personal biases, money stories, and experiences shape professional advice and client interactio…
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2. Navigating Client Relationships in Financial Planning with Dr. Meghaan Lurtz
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How can understanding your clients' psychology change the way you offer financial advice? Discover the impact of client psychology in financial planning with Dr. Meghaan Lurtz, Partner at Shaping Wealth. In this episode, Dr. Lurtz shares her journey through personal financial challenges and offers insights on managing client relationships. Explore …
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1. Stepping Into the Unknown: Launching 'Planning and Beyond' with Ashley Quamme
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Starting something new is a wild ride, filled with the highs of excitement and the lows of anxiety. Just like Rapunzel stepping out of her tower in Disney's Tangled, I'm stepping into the unknown with this inaugural episode of Planning and Beyond. Join me, Ashley Quamme, as I share my journey of launching this podcast and the whirlwind of emotions …
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Shifting the Mindset in Retirement with Ashley Quamme
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Ashley Quamme and Ross Marino discuss how retirement effects a person's spending habits and how to shift their mindset to overcome their personal roadblocks.Oleh Ross Marino
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Helping Couples Communicate Retirement Hopes with Ashley Quamme
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Ashley Quamme joins Ross Marino discussing couples thinking through and discussing their retirement vision with their partner.Oleh Bryant Lester
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Discussing Estate Planning with Adult Children with Ashley Quamme
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Ashley Quamme joins Ross Marino with tips on how to approach discussing your final estate plans with your adult children.Oleh Bryant Lester
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Psychological Safety in the Workplace with Saira Gangji
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On today's episode of The Tasha Code, we are joined by Saira Gangji of hrology. Saira is an independent licensed workplace investigator with more than 20 years of experience in HR. She provides carefully considered recommendations for how to strengthen organizational culture so leaders can inspire trust and loyalty. Today, Saira walks us through: U…
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Path to Discovery with Daniel Hill
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On today's episode of The Tasha Code, we are joined by one of LaTasha's closest and longtime friends, Daniel Hill, Jr! Daniel graciously shares his journey with understanding himself. We'll chat about his LGBTQ+ coming out story and how he nagivated finding his spaces and being the main character in his story. Deciding when to share your authentic …
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Hey there, friends! Welcome back to The Tasha Code! You may know me as the founder of Liberated Vision, but it’s also a guide for my life! Join me today as I talk about how grief can shape our lives but also serve as a reminder to live out our values. On this episode I’m going to cover: What grief is and how it shows up Five Stages of Grief How gri…
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Feelings Behind Financial Behaviors with Ashley Quamme, LMFT
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On today's episode of The Tasha Code, we are joined by Ashley Quamme, Licensed Marriage and Family Therapist (LMFT) & Financial Couples Coach with The Wealthy Marriage. Ashley walks us through one of the most universally avoidant topics that touches the life of both individuals and couples- Finances! Follow along as we explore: Financial health and…
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Jump back into The Tasha Code as I chat about important life lessons I've learned from the lens of trying to keep plants alive! Caring for plants has been one of the most challenging and frustrating things I have done, which caused me to have a great deal of self-reflection. Join me as I pull some of my biggest takeaways! On this episode I cover: P…
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Daring through Dance with Cristell Reyes
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On today's episode we are joined by Cristell Reyes, Executive Director and Owner of Fusion Ballroom of Augusta and Fusion Ballroom FL! Cristell is a respected Dance Instructor, Opera Singer, Coach, and Mentor. Her story not only shares her background and passion for dance, but also taps into the power of discovering exactly what your body CAN do. F…
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We are back! And today, we're talking all about privilege. LaTasha tackles the importance of learning of growing from the experiences of others. What is privilege? How privilege affects social constructs Using your privilege to reduce your privilege Exploring how your privlege can harm others SPECIAL: Privilege Challenge Like what you hear on this …
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Escaping Shame & Finding Pleasure with Melissa Coats, LPC
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Meet Melissa Coats, a licensed professional counselor and Sex Therapist near Atlanta, GA. Melissa is the founder of Coats Counseling, a private practice that focuses on healthy relationships and specializes in sex therapy. Melissa is passionate about helping to reduce the effects of stress, shame, and self-loathing while taking a journey toward hea…
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Benefits of a Coach and Course: VITALITY Pt 5
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We are wrapping up VITALITY Week by chatting about the benefits of coaching and digital courses. It's time you created a life you seriously can't get enough of! It’s time to rewire your brain and become okay with not meeting the expectations of the world and instead, meeting your own expectations—regardless if that looks different than what’s expec…
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It's time to unlearn the BS that has kept you in a box and unfulfilled for years. Join LaTasha as she covers: Connection between an inauthentic life and lack of fulfillment Leaving a life of complacency Understanding your why’s (and why nots) Being intentional with what’s important Living for holidays and weekends Lifestyle aligning with values Sig…
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Self-Love Languages: VITALITY Pt 2
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Living in a way that fulfills you is easier when you know just what gives YOU those feel-good moments you crave! On today's episode, LaTasha chats all about the importance of knowing how to love yourself. Understanding love languages Miscommunication from love languages What is a self-love language and why is it important How to be intentional with…
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Authentic Living: VITALITY Pt 1
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It’s time to wave your middle fingers in the air to all the “shoulds” and imposed expectations, and start living a more authentic and fulfilling life doing what you want. On today's episode, LaTasha chats about: What it means to live an authentic life? Reasons we don’t show up authentically When environments don't fit How living inauthentically aff…
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What does it mean to pivot in your life? Today, LaTasha talks about what it takes to expose yourself to new opportunities and life experiences. Like what you hear on this episode? Like it, Share it, and Review it! Ready to Pivot? Be the first to learn about LaTasha's digital course and live program, Vitality! Sign up on the waitlist TODAY to receiv…
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Navigating Trauma and Finding Peace with Dr. Uche Ukuku, Ph.D.
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Meet Dr. Uchechi Ukuku, a licensed psychologist in Philidelphia and co-founder of TalkNaija, a non-profit that promotes mental health awareness in the Nigerian community. Dr. Ukuku is a first generation Nigerian-American specializing in the treatment of trauma. When Dr. Ukuku takes off her counselor cape, she is a die-hard college football fan (Go …
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Join LaTasha as she drops meaningful lessons learned on an excursion in the Dominican Republic. During this episode, LaTasha talks: Feeling out of place in new environments Understanding where the fear comes from Moving past fear to find beauty Creating signals for safety Acclimating to new experiences Like what you hear on this episode? Like it, S…
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Check in with LaTasha as she discusses: Her 3 social strikes People projecting their insecurities onto others Dangers of accepting false meanings that others create Unhealthy lifestyles and mindset based on what soicety deems as "bad" Creating your own story Like this episode? Like it, share it, and review it! Thanks for tapping into The Tasha Code…
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Living Out 6 Practical Habits to Thrive Daily with Tunji Adebayo
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On today's episode we are joined by Tunji Adebayo of RHYME LLC (Ruggedly Handsome Young Mens Establishment). Tunji is a nationally respected and recognized educator who leverages his background in nutrition and fitness to create a global and holistic health movement. He drops gems on strategies and habits to help you chase your FLOW state, the heal…
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Hey there, friends! Welcome back to The Tasha Code! You may know me as the founder of a company called Liberated Vision, but it’s also a guide for my life! On this episode I’m going to cover: What does is mean to have liberated vision? How trends affect cultural acceptance How questioning things allowed me to consider alternative solutions Crafting…
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Meet LaTasha, Founder of Liberated Vision
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Hey there, friends! I am so incredibly excited for you all to be joining me on my personal journey to liberated vision. Today, I invite you to get to know me a bit better. I’m sharing my story and why this journey and work is so important to me. On this episode I’m going to cover: My love for community What has influenced my role as a helper My bac…
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The Tasha Code is my personal guide and journey to liberated vision through mindset changes and breaking through cultural conditioning. We're gettng raw + real on this podcast as it's my personal code for enjoying my best life, even if it goes against the way I've been conditioned to think (and spoiler: it does.) We're going to cover alllllll the s…
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continue reading