Mar 30, 2023
Today we are joined by Tom Watts, who started his career on the institutional side of Wall Street as an investment banker and sell-side stock analyst. In 2009, Tom founded Watts Capital Partners LLC, a wealth management firm in New York, which has since merged with WealthEdge, where he is now the director...
Mar 28, 2023
Today we are joined by Tom Shepard, CEO of Shepard Financial and author of the book Money Isn’t Everything, Everything Is Money. He is the inventor of the Evolutionary Method and founder of the Currency Institute and Currency Camp, which is a financial boot camp built on the Evolutionary Method.
In this episode,...
Mar 23, 2023
On today’s episode, we are joined by Joshua Wilson, the founder, and president of United Ethos Wealth Partners, a new tech-driven RIA that works to support independent-minded advisors. Joshua is a Ph.D. candidate, an adjunct professor at Baylor University, and has been recognized by Forbes as one of the top wealth...
Mar 21, 2023
On today’s episode we are joined by Ross Lawrence, an awarding winning advisor and owner of White Ember Financial Planning. When he is not in the office, Lawrence enjoys gardening, traveling, and competing in Ironman triathlons. His motto is to live life by design, not by default.
Join us today as we discuss these...
Mar 16, 2023
In this episode of the Balanced Growth Show, we’re spending time with Paul Hatch, a man with nearly 40 years of financial advising experience with some top companies.
Now he focuses his time with Vestria Capital to help empower other advisors by providing capital solutions to optimize growth. And he does this at...