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The Bull of Wall Street
The Bull of Wall Street
48 episodes
2 days ago
This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors. The hosts Jimmy Lee, CEO, The Wealth Consulting Group (WCG), Jim Worden, CFA, CAIA, CMT, Chief Investment Officer (WCG), and Tally Léger, Chief Market Strategist (WCG) will have discussions that concern the markets, economy, strategies, financial planning, taxes, and life. The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.
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All content for The Bull of Wall Street is the property of The Bull of Wall Street and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors. The hosts Jimmy Lee, CEO, The Wealth Consulting Group (WCG), Jim Worden, CFA, CAIA, CMT, Chief Investment Officer (WCG), and Tally Léger, Chief Market Strategist (WCG) will have discussions that concern the markets, economy, strategies, financial planning, taxes, and life. The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.
Show more...
Business News
News
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#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)
The Bull of Wall Street
1 hour 4 minutes 32 seconds
5 months ago
#28 - Anh Tran, CFP, Esq., Managing Partner, Sagemint Wealth (recorded 05/27/25)

Anh and Jimmy talk about how she began her career as an attorney then transitioned into financial planning at Goldman Sachs before starting her entrepreneurial journey founding Sagemint Wealth.  What you will learn from this conversation is how Anh acquired an advisory business and integrated the clients into her practice.  We also discuss being a female and minority executive in finance, her parents immigration into the United States and how that foundation has translated into her family’s mantra “Live Well, Do Good” and conclude by learning about Anh’s passion for integrating health and longevity into her life and business.

The Bull of Wall Street
This podcast takes a unique approach in discussing various topics that are of interest to financial advisors and investors. The hosts Jimmy Lee, CEO, The Wealth Consulting Group (WCG), Jim Worden, CFA, CAIA, CMT, Chief Investment Officer (WCG), and Tally Léger, Chief Market Strategist (WCG) will have discussions that concern the markets, economy, strategies, financial planning, taxes, and life. The information herein is for informational and entertainment purposes and intended for use by advisors only, and should not be copied, reproduced, or re-distributed without the consent of WCG.