The Wealth Optimizer Podcast with Chuck Peterson

Chuck Peterson

5.0 (3)
Business

Helping people to be the best version of themselves living with Arete! Living Your Ideal Life- The Life & Wealth Optimizer- so that they can leave a legacy for themselves, their family, and the world a better place. Exposing the Anit-Hack.

08/19/2020

Episode 011 John Dwyer

In episode 11, Chuck welcomes John Dwyer. John co-founded Solid Rock 10 years ago to help advocate for people about how money really works while creating a place to belong for financial professionals who desire to thrive and win in a culture of success. As the President and CEO of Solid Rock Financial Group, John's singular focus to help people within Solid Rock and throughout the U.S. understand how money actually works has helped him position Solid Rock as a consistently growing group of thriving individuals. John's vision: Create financial independence and impact lives for generations. Our mission: Challenge conventional wisdom around traditional wealth accumulation strategies and - even more important - wealth distribution strategies. Connect with John: p. 701.223.1000 e. john@srfinancial.net
06/18/2020

Episode 010 Bryan Bloom Part II

In episode 10, Chuck welcomes BACK the advisor's advisor, Bryan Bloom. Bryan serves a CPA at The America Group, or "an advisor's advisor." He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National. He graduated in 1976 with a Bachelor's Degree from University of Illinois. In 1997 he received his CPA, and in 1989 his Master's Degree (MBA) from the University of Illinois. Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if structured correctly. He's most proud of receiving The Navigator Award, since it is awarded based on an individual's integrity. His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren. If Bryan could have dinner with anyone, he'd choose Jesus Christ because he would love to have a road to Emmaus experience to ask anything. Connect with Bryan: Facebook: https://www.facebook.com/bryan.bloom.52 Web: https://www.theamericagroup.com/imt_team/bryan-bloom/ LinkedIN: https://www.linkedin.com/in/bryanbloom/
04/06/2020

Episode 009 Bryan Bloom

In episode 9, Chuck welcomes the advisor's advisor, Bryan Bloom Bryan serves a CPA at The America Group, or "an advisor's advisor." He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National. He graduated in 1976 with a Bachelor's Degree from University of Illinois. In 1997 he received his CPA, and in 1989 his Master's Degree (MBA) from the University of Illinois. Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if structured correctly. He's most proud of receiving The Navigator Award, since it is awarded based on an individual's integrity. His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren. If Bryan could have dinner with anyone, he'd choose Jesus Christ because he would love to have a road to Emmaus experience to ask anything. Connect with Bryan: Facebook: https://www.facebook.com/bryan.bloom.52 Web: https://www.theamericagroup.com/imt_team/bryan-bloom/ LinkedIN: https://www.linkedin.com/in/bryanbloom/
04/01/2020

Episode 008 Chuck Peterson Part II

In episode 8, Chuck rolls solo. There is so much in this episode about his successes that came directly from his failures. Tune in to see what got him where he is and how he plans to keep moving forward. He shares a little about his business and his thoughts on insurance and preparing your loved ones in the event that you depart before them. Connect with the Show: Web: https://wealthoptimizershow.com/ Insta: https://www.instagram.com/pitoninsurance/ Youtube: https://www.youtube.com/channel/UCs69ujiqv1IjuCleLOL3e3Q HIGHLIGHTS 0:20 Panic in the streets! Don't worry it gets better. 2:08 Some people are NOT worried, why? 2:52 Why should your retirement money be at risk during a virus? 3:50 This is a GREAT time for people that have money. 7:03 A different financial path is available for you. 11:00 It is time to take back control. 12:15 Chuck's purpose moving forward. 14:30 Info about the new course coming out to optimize your wealth.
03/10/2020

Episode 007 Chuck Peterson

In episode 7, Chuck rolls solo. There is so much in this episode about his successes that came directly from his failures. Tune in to see what got him where he is and how he plans to keep moving forward. He shares a little about his business and his thoughts on insurance and preparing your loved ones in the event that you depart before them. Connect with the Show: Web: https://wealthoptimizershow.com/ Insta: https://www.instagram.com/pitoninsurance/ Youtube: https://www.youtube.com/channel/UCs69ujiqv1IjuCleLOL3e3Q HIGHLIGHTS 0:35 Chuck describes the vulnerability of this solo episode. 2:15 The explanation for Arete and Chuck's naming his company. 5:00 Strategies that protect you from 2020 fears. 6:04 A little background on losing. 7:50 The Big 3. 10:46 The Kobe Bryant factor. 15:05 The numbers and rates of return. 17:08 What is Chuck focused on RIGHT NOW? 19:30 ARETE 16:30 Some QUICK FIRE QUESTIONS!
02/16/2020

Episode 006 David Romanelli

In episode 6, Chuck welcomes Dave Romanelli. David Romanelli is a #1 bestselling author, international speaker, and your guide to bringing old wisdom and ancient healing practices to your modern life. David initiates connection and conversation between the old and the young. Our elders in their 80's, 90's and 100's fought in WWII, survived the Holocaust, marched for civl rights. They are our most precious resource of wisdom and history. Yet, most elders lack a voice in popular culture, and live out their final years in isolation. We can do better. We have to better. David creates an ongoing series of events called DRINKS WITH YOUR ELDERS, bringing the old together with the young in communities across the nation. This inspired David's third book, LIFE LESSONS FROM THE OLDEST AND WISEST, which shares elders' advice on parenting, marriage, loyalty, resilience, and having a sense of humor through all the ups and downs. David started teaching yoga in 1999, developed a following, and put a pop-culture spin fusing yoga with modern passions. He started with Yoga + Chocolate which led to Yoga + Wine, Yoga for Foodies and Yoga + Jazz. This fusion of the ancient Eastern world with the pop culture of the modern Western world led to acclaim in The New York Times, O Magazine, Food & Wine, and The Wall Street Journal. During this time, David wrote his debut book, Yeah Dave's Guide to Livin' the Moment, which reached #1 on Amazon's Self Help Bestseller List. From yoga, David found a natural segue into the ancient practice of meditation. He leads guided meditation programs for every generation (adults, teens, and kids). These programs are entertaining and totally relatable, with a focus on real life…marriage, parenting, sports, business, friendships. His meditations are featured on the award winning mobile app Happier and his kids meditations are featured on Stop, Breathe, Think which has won multiple Webby Awards for Best App in the Health Category. Connect with Dave: Web: http://www.davidromanelli.com Facebook: https://www.facebook.com/yeahdave LinkedIn: https://www.linkedin.com/in/david-yeah-dave-romanelli-04a95a10/ HIGHLIGHTS 0:20 Chuck introduces Dave. 2:10 How does Dave look at Wealth Optimization? 4:40 Chuck divulges all of his passwords. 6:02 Drinks with Elders. 11:20 Dave's 2020 projects. 15:21 Do we always have a choice? 18:34 Charlie Herari story. 20:12 Willingness. 21:05 Lesson from Drinks with Elders. 24:00 Some QUICK FIRE QUESTIONS!
01/30/2020

Episode 005 Jonathan Leonard

In episode 5, Chuck welcomes Jonathan Leonard. Leonard Financial Solutions was founded by Jonathan Leonard in 2017 out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career but still passionate about helping people, Jonathan branched into the insurance industry to provide his clients with education and truth to how wealth accumulation and distribution actually works - and that everyone has an opportunity to have a completely tax free retirement - and during their lifetime have access to use and save their money at the same time. We help our clients build tax-free wealth that they can use their entire lifetime. Lives in Mt. Laurel, NJ Host of #1on1tv Former Pastor at Grace Alliance Chapel Bachelor degree from Muhlenberg College, Master of Arts (Christian Studies) from Crown College and Master of Education from Manhattanville College. Connect with Jonathan: Website: www.leonardfs.com Facebook Page: https://www.facebook.com/leonardfinancialsolutions/ Instagram: https://www.instagram.com/jonathan_leonard_lfs/ LinkedIn: https://www.linkedin.com/in/jonathanleonardlfs HIGHLIGHTS 0:20 Chuck introduces Jonathan. 2:45 Why Jonathan wanted his own business. 3:45 Work/life balance. 4:35 Turning $1 into $4, without magic. 6:14 More on Jonathan's journey. 10:10 Money in this day and age. 12:15 A review of our current and past market. 15:10 What is Jonathan's take on change? 16:30 Some QUICK FIRE QUESTIONS!
01/23/2020

Episode 004 Dan Kaminski

In episode 4, Chuck welcomes Dan Kaminski. Dan specializes in overfunded whole life insurance which they've branded as the AndAsset. He doesn't believe in putting money in Wall Street and is currently writing a book called "401 not okay" because he thinks it's the worst place to put your money. With a passion for challenging the status quo, Dan is currently pushing the financial services industry into the 21st century. Proving that data security, efficiency and simplicity are not mutually exclusive. he is building a platform for Better Wealth Solutions to educate and coach as many people as there are willing to listen. They believe the current financial model is flawed. They know there are proven, better ways to true financial freedom. Dan implores you to challenge the status quo and change the way you think about money. Chief of Ops at Better Wealth Solutions Connect with Dan: Website: http://andasset.com Facebook Page: https://www.facebook.com/righthanddan Instagram: https://www.instagram.com/right_hand_dan/ LinkedIn: https://www.linkedin.com/in/right-hand-dan/ HIGHLIGHTS 0:30 Chuck introduces Dan. 2:08 What is Dan's background and where does he come from? 6:15 Discussing being where you are supposed to be after not realizing why it was happening at the time. 7:32 Dan wants to talk to everybody. 10:23 Going back to your entrepreneurial nature. 13:25 The start of Better Wealth Solutions. 14:35 A mission to insure one million people by 2025. 17:14 Can you cover a $1000 expense? 18:55 What book should everyone read? 22:15 Some QUICK FIRE QUESTIONS for Dan.
01/09/2020

Episode 003 Emily Prendiville

In episode 3, Chuck welcomes Emily Prendiville. For over 20 years I followed traditional teachings until I was awakened after the Economic Meltdown of 2008. My first step in response to these events was to become independent and that was the birth of Financial Transitions, LLC. After '08, I believed the economics of the world had changed. My question became, "if the economics of the world have changed does it make sense to continue to tell my clients to do the same thing?" My pursuit in answering this question gave me clarity to see that we have only been given half the story about wealth - as the financial information most of us receive is built on the agendas of the financial institutions, Wall St, and the Government. Today, I educate people as to how they can be in greater control of their wealth, so that they live with the freedom to spend more, save more, and give more. My message is multiplied through my mentoring financial advisors, to whom I teach these strategies, in partnership with personal and professional evolution. Writing my first book, currently titled "Awaken the Advisor Within". I had been a speaker at The Million Dollar Roundtable and is a Top of the Table member. I have been the featured speaker at many events throughout the country with my most recent message, "Change Your Words, Change Your World." Live outside Nashville, TN, with my son & dog. Love anything and everything outdoors, and have completed 6 Boston Marathons. Emily currently lives in Thompsons Station, TN and is the owner of Financial Transitions in Littleton, Mass. Connect with Emily Web: http://www.financialtransitions.us Web: http://www.emilyprendiville.com Facebook: https://www.facebook.com/emily.prendiville LinkedIn: https://www.linkedin.com/in/emily-prendiville-wealth-guide-1b12539/ HIGHLIGHTS 0:25 Chuck introduces Emily Prendiville. 1:19 Emily discusses her current metamorphosis. 1:56 Change your words, change your world. 3:45 Why can't people sometimes get out of their own way? 4:10 NLP and Tony Robbins 6:16 The value of experiencing new adventures. 8:55 Peeling back the layers of the onion. 10:35 Helping the financial community. 12:54 Leading with your heart. 15:07 What does Emily's morning routine look like? 17:01 Emily shares a meditation secret. 20:05 Emily is starting a private foundation or an impact fund. 21:28 Name a game changing book. 22:50 Something most people do not know about Emily. 23:18 Favorite guilty pleasure. 23:37 Favorite food. 24:00 Person in history that you would most like to meet and have dinner with. 24:28 Billboard material and where would it be?
12/19/2019

Episode 002 Gene Volpe

In episode 2, Chuck welcomes Gene Volpe. Gene Volpe is the Lead Digital Architect at GVI Media. Gene Volpe is the founder of GVI Media (formerly Your Real Estate Concierge), speaker and national marketing expert. He has 10+ years of experience in the marketing arena. He is also well versed in the real estate field including buying, selling, renting, marketing and consulting on over 200 real estate transactions. Before becoming a Marketing Architect, he served as a decorated technology manager for a Fortune 15 company. Gene played (and still plays) a major role in funding and designing the nation's first and most advanced proprietary Real Estate video marketing platform. He is the founder of a company that provides a cutting edge technical marketing advantage for many businesses. He is an expert in brand establishment and subconscious marketing while remaining on the cutting edge of marketing trends. He is a social media and video expert. Connect with Gene Facebook: https://www.facebook.com/genevolpemedia/ Instagram: http://www.instagram.com/thegenevolpe Web: http://www.genevolpe.com HIGHLIGHTS 1:05 Gene introduces himself. 2:20 Shout out to Pat McIntyre from SynergyGlassandDoor.com 2:45 the #CyberNinja 4:00 Optimize your life and your wealth. 7:45 Technology as a distraction. 8:15 Discussing Collin Kartchner and "Save the Kids". 9:28 Our time and being present. 9:59 Gene's definition of wealth. 11:45 How Ed Fordyce helped Gene get his health right. 12:50 Why Gene couldn't wait to turn 40 years old and can't wait to turn 45. 16:10 What is Gene doing to build his wealth now? 21:40 Arete 22:30 The Big Mo (momentum) 23:30 How's Gene doing in his cornhole league? 24:28 What is Gene's definition of "financial freedom"? 26:45 Doing more with less. 29:10 Putting Gene on the SPOT!
11/25/2019

Michael Glaspie

In episode 1, Chuck welcomes Michael Glaspie. Mike Glaspie is a commercial real estate broker in Fayetteville, NC. He was born and raised in Texas. After joining the military, Mike spent 10 years serving in various jobs in Special Operations. Mike bought his first house in 2014 and became an accidental landlord. In 2017, his passion for investing was ignited and he completed his first creative real estate investment through a 'Subject-To' deal. Since then Mike has acquired over 27 rental properties and co-founded the Five Pillars real estate team. All while Active Duty! Company: eXp Realty Five Pillars Real Estate Pints & Properties is a premier real estate investors meetup to collaborate over beers, share knowledge, and network with like-minded people. Connect with Michael Website: https://www.fivepillarsrealty.com/ Facebook Page: https://www.facebook.com/mike.i.g.31 Instagram: https://www.instagram.com/michael.s.glaspie/ LinkedIn: https://www.linkedin.com/in/michael-glaspie-ii-1a0731136/ HIGHLIGHTS 0:51 Michael Glaspie intro. 2:31 Michael talks about what wealth means to him. 5:36 Michael digs further in on what wealth means to him. 6:40 Being efficient and optimizing your tax strategy. 8:04 Active duty to civilian life 9:46 What does Michael's daily routine look like? HINT: The Miracle Morning by Hal Elrod 12:36 Closing the gap between where we are now and the ideal version of ourselves. 15:29 What's been your biggest struggle in the journey? 17:47 Some rapid fire questions.

11 Episodes

5

out of 5

3 Ratings

Helping people to be the best version of themselves living with Arete! Living Your Ideal Life- The Life & Wealth Optimizer- so that they can leave a legacy for themselves, their family, and the world a better place. Exposing the Anit-Hack.

Creator

Chuck Peterson
Years Active

2019 - 2020
Episodes

11
Rating

Explicit
Show Website

The Wealth Optimizer Podcast with Chuck Peterson