LeadershipNOW‪™‬ Tom Mathews

In this heartfelt episode of LeadershipNOW, Carlin Wong interviews Dennis Farrar, a devoted father and advocate for special needs families. Dennis opens up about his personal challenges and triumphs in navigating the complex landscape of government benefits and legal planning for his son with autism. From a career setback to finding his purpose at WealthWave, Dennis discusses how his mission to educate and support other special needs families developed. His detailed insights into the unique financial education needs of these families emphasize the importance of tailored advice and robust community support.

In this episode of LeadershipNow, Marico Walker delves into the transformative journey of Justin Smith, a former healthcare technology manager who pivoted to a career in financial education with WealthWave. Starting from a casual conversation about life insurance, Justin's interaction with WealthWave illuminated a new path for him, blending his expertise with newfound passions. He shares his personal experiences, from his initial client interactions to his decision to join WealthWave, highlighting the mentorship and leadership that guided him. Tune in to uncover how Justin's story reflects the potential for personal and professional growth within WealthWave's community.

In this episode, Kim Scouller sits down with Wendy Boyd, Senior Vice President at Transamerica, to discuss her journey in the financial services industry. With over 30 years of experience, Wendy shares insights into her rise to leadership and the challenges she faced as a woman in a male-dominated field. From leveraging her gender as a differentiator to embracing risk-taking and the importance of financial literacy, Wendy offers invaluable advice for women looking to advance in their careers. Join the conversation as they explore the power of mentorship, the significance of work-life integration, and the impact of having a personal board of directors. Discover how Wendy's four fundamental blocks—learning, integrity, curiosity, and fun—have shaped her success and inspired others in the industry.

In this episode of "On Second Thought," Chuck Boozer of WHKY 1290 AM 102.3 FM speaks with JD Phillips from Wealthwave about the critical importance of financial literacy. They discuss the book "HowMoneyWorks: Stop Being a Sucker," which aims to provide practical and accessible guidance to anyone seeking to understand personal finance. JD Phillips emphasizes key concepts such as compound interest, the rule of 72, and the 7 Money Milestones, creating a roadmap to financial success regardless of one's income. Listeners will gain valuable insights into managing their money effectively, avoiding common pitfalls, and securing their financial future.

In this engaging episode of LeadershipNow, Marico Walker hosts Candy Martin, a seasoned tax professional transitioning to a strategic financial educator. Candy shares her journey from handling taxes in Slidell, Louisiana, to empowering her clients with financial knowledge. She discusses the challenges her clients faced with understanding tax documents and the lack of personalized financial advice available to them. Discover how Candy's collaboration with WealthWave offers a tailored approach to financial education, aiming to eradicate financial illiteracy and create lasting legacies within her community.

Join WealthWave leader Christa Mathews and Wendy Boyd, Senior Vice President and Head of Life Distribution for Transamerica, as they shares valuable insights on financial literacy and personal finance, particularly for the next generation of Gen Z and Millennials. In this episode, Wendy discusses the importance of starting early, the power of compound interest, and the value of understanding various financial products. Through engaging anecdotes and practical advice, she highlights the significance of financial education and making informed decisions to secure a stable financial future. Tune in to learn how to avoid common financial pitfalls and empower yourself with the knowledge to navigate the complexities of money management.