Adam's website: www.libertaswealth.com
Summary: Meet Adam, President of Libertas Wealth. When I spoke with Adam, I was struck by his genuinely authentic approach to wealth management. He meets you where you are-- if you packed with knowledge or a newbie to investing--he can speak your language. I think this is especially important for women that are new to investing, or people that are just plain uncomfortable talking about numbers.
Ethan's email: ethanho@kalacapitalpartners.com Ethan's website: https://www.kalacapitalpartners.com/
Summary: Meet Ethan Ho, owner of Kala Capital Partners in Hawaii, and one of his clients, Chelsea. In this unique conversation between a financial advisor and his client, you'll hear details on how Chelsea discovered Kala Capital Partners, how Ethan helped her find her financial North Star, and how physical fitness is closely related to financial fitness.
Hannah Chapman owns X2Wealth. She empowers visionary entrepreneurs in enjoying their lives and growing their wealth with ease. So many successful people want to be entrepreneurs, but aren't sure how to leverage their existing investments and retirement savings to bootstrap their dreams. Hannah does a fabulous job helping people navigate the impact of using these funds while understanding what happens if you don't follow your dreams.
HANNAH CHAPMAN, CFP®, APMA®, CRPC® CEO, ENTREPRENEURIAL WEALTH COACH, AND FINANCIAL ADVISOR
WEBSITE: X2WEALTH.COM
PHONE: 513.783.2088
CONNECT: FIND ME ONLINE
In this episode of Money Loves Me, Money Loves Me Not, Dawn Parks interviews Ethan Ho, Owner of Kala Capital Partners in Hawaii.
The purpose of Money Loves Me, Money Loves Me Not is to inspire you to get educated to dig in, take action, and to think differently, reinventing your relationship with money. We want to provide you with information and access to resources you never even imagined.
Learn more about and connect with Ethan Ho:
Company Website: https://www.kalacapitalpartners.com/
Email: ethanho@kalacapitalpartners.com
Learn more about and connect with your host, Dawn Parks:
On LinkedIn: https://www.linkedin.com/in/dawnparks/
Get Dawn's Budgeting Workbook for FREE: http://moneylovesme.show/
Watch more episodes of Money Loves Me, Money Loves Me Not: http://moneylovesme.show/
In this episode of Money Loves Me, Money Loves Me Not, Dawn Parks interviews Kevin Clark, Owner of Arch City Tax Services LLC and Financial Advisor at Ameriprise Financial Services, LLC. Listen to the episode to hear how Kevin came to work in the financial industry and serve the creative people of the world.
The purpose of Money Loves Me, Money Loves Me Not is to inspire you to get educated to dig in, take action, and to think differently, reinventing your relationship with money. We want to provide you with information and access to resources you never even imagined.
Learn more about and connect with Kevin R. Clark, CFP®, CIMA®, EA:
On LinkedIn: https://www.linkedin.com/in/krclark7
Company Website: https://www.archcitytax.com/
Email: kevin@archcitytax.com
Follow on Facebook: https://www.facebook.com/krclark77
Learn more about and connect with your host, Dawn Parks:
On LinkedIn: https://www.linkedin.com/in/dawnparks/
Get Dawn's Budgeting Workbook for FREE: http://moneylovesme.show/
Watch more episodes of Money Loves Me, Money Loves Me Not: http://moneylovesme.show/
Subscribe to Dawn Parks' YouTube Channel and save the Money Loves Me, Money Loves Me Not Playlist: https://www.youtube.com/playlist?list=PLDNoIuIp_SzSzEjQa5k--HAYKACKiwGqp
The purpose of Money Loves Me, Money Loves Me Not is to inspire you to get educated to dig in, take action, and to think differently, reinventing your relationship with money. We want to provide you with information and access to resources you never even imagined.
In this episode of Money Loves Me, Money Loves Me Not, Dawn Parks interviews Edward Rodriguez, founder and CEO of BPN Capital Group and creator of the famous Billionaire Structure in the financial industry!
Learn more about and connect with Edward Rodriguez:
On LinkedIn: https://www.linkedin.com/in/bpnerod/
Company Website: https://bpncapitalgroup.io/
On Twitter: https://twitter.com/ceoerod
Learn more about and connect with your host, Dawn Parks:
On LinkedIn: https://www.linkedin.com/in/dawnparks/
Get Dawn's Budgeting Workbook for FREE: http://moneylovesme.show/
Watch more episodes of Money Loves Me, Money Loves Me Not: http://moneylovesme.show/
Subscribe to Dawn Parks' YouTube Channel and save the Money Loves Me, Money Loves Me Not Playlist: https://www.youtube.com/playlist?list=PLDNoIuIp_SzSzEjQa5k--HAYKACKiwGqp
The purpose of Money Loves Me, Money Loves Me Not is to inspire you to get educated to dig in, take action, and to think differently, reinventing your relationship with money. We want to provide you with information and access to resources you never even imagined.
In this episode of Money Loves Me, Money Loves Me Not, Dawn Parks interviews Kaaren Hall, Self-Directed IRA Expert and CEO at uDirect IRA Services and OCREIA.
Learn more about and connect with Karen Hall:
On LinkedIn: https://www.linkedin.com/in/kaarenhall/
Company Website: https://udirectira.com/
Learn more about and connect with your host, Dawn Parks:
On LinkedIn: https://www.linkedin.com/in/dawnparks/
Get Dawn's Budgeting Workbook for FREE: http://moneylovesme.show/
Watch more episodes of Money Loves Me, Money Loves Me Not: http://moneylovesme.show/
Subscribe to Dawn Parks' YouTube Channel and save the Money Loves Me, Money Loves Me Not Playlist: https://www.youtube.com/playlist?list=PLDNoIuIp_SzSzEjQa5k--HAYKACKiwGqp
The purpose of Money Loves Me, Money Loves Me Not is to inspire you to get educated to dig in, take action, and to think differently, reinventing your relationship with money. We want to provide you with information and access to resources you never even imagined.
In this episode of Money Loves Me, Money Loves Me Not, Dawn Parks interviews Ryan Cullen, Founder & CEO of Cullen Investment Group. Ryan is also Co-founder & CEO of Cullen Cioffi.
Learn more about and connect with Ryan Cullen:
On LinkedIn: https://www.linkedin.com/in/ryancullenfinance/
Company Website: https://www.cullencioffi.com
Ryan's Bio: https://www.cullencioffi.com/ryan-cullen
Learn more about and connect with your host, Dawn Parks:
On LinkedIn: https://www.linkedin.com/in/dawnparks/
Get Dawn's Budgeting Workbook for FREE: http://moneylovesme.show/
Watch more episodes of Money Loves Me, Money Loves Me Not: http://moneylovesme.show/
Subscribe to Dawn Parks' YouTube Channel and save the Money Loves Me, Money Loves Me Not Playlist: https://www.youtube.com/playlist?list=PLDNoIuIp_SzSzEjQa5k--HAYKACKiwGqp