Real Oklahoma Business Jimmy Steele

Quick Episode Notes

Here’s what you’ll learn:


What he’s learned as one of the few Dave Ramsey Smartvestor Pros in Oklahoma.
The story behind why Luke decided to become an independent financial planner after 10 years with a traditional company.
The trends he’s seeing from Dave Ramsey fans who reach out to him.
How a “personal CFO” can save you time and money.

Resource Links


Full Interview notes - https://realoklahomabusiness.com/norman-financial-planner-dave-ramsey-smartvestor-pro-luke-milholland-vault-wealth-strategies/
Luke’s website - https://www.vaultwealthstrategies.com/smartvestor

Have you ever left a meeting with your CPA and felt like you expected more direction or recommendations?

Have you ever wished there was one place you can go to get your bookkeeping, business planning, and legal headaches solved?

Then I’d like to introduce you to Chris Papin or Papin CPA and Papin Law.

In this episode we discuss:


How the usual CPA and Legal training misses essential overlaps that can help make a business owner's life easier.
How the new tax law has affected business owners, and what many businesses are missing out on with filing changes.
The question that Chris asks all of his business owners that most CPAs never bring up.

Check out the full interview with Chris Papin of Papin Law and Papin CPA at:

https://realoklahomabusiness.com/edmond-cpa-and-business-law-firm-chris-papin-papin-cpa-and-papin-law/

Check out the business owners website at:

https://www.papincpa.com/

https://papinlaw.com/

Where can I find affordable event space, perfect for…

…a small wedding?

…a business team planning session?

….the perfect photo shoot?

Kelsi has a few ideas for you.

In this interview, I talk with Kelsi Thompson, the founder of White Moose Studios.

Check out the full interview at:

https://realoklahomabusiness.com/event-space-owner-kelsi-thompson-white-moose-studios/

Check out the business owners website at:

https://www.whitemoosestudios.com/

How can I afford to offer my employees health benefits?

For small business owners with less than 100 employees it is difficult to get personalized help with employee benefit planning.

Ryan is here to change that.

In this interview, I talk with Ryan Robbins, a partner at Robbins Harvatin Consulting, on how they are changing employee benefits for real small businesses.

Check out the episode at:

https://realoklahomabusiness.com/employee-benefits-consultant-ryan-robbins-robbins-harvatin-consulting/

Check out Ryan's company website at:

https://www.robbinsharvatin.com/

Why start a Hedge Fund in Oklahoma City?

And… ummm… what exactly does a hedge fund do?

Anthony explains how smaller closed funds can outperform the larger institutional investors.

In this interview, I talk with Anthony McCarty, the founder of Alpha Kairos Asset Management.

Check out full show notes on our website - Alpha Kairos interview on Real Oklahoma Business.

Small business owners are what make Oklahoma strong.

Learn the story behind the entrepreneurs, business owners, and CEOs that bring jobs, innovation, and growth to Oklahoma.

Get tips from experienced local business owners on what it takes to start and run a small business in today's competitive world.

Support Oklahoma business by knowing who you can hire locally for expert service.

Visit https://realoklahomabusiness.com/