For The Wealth of It

Jared Tanimoto, Jay Boekeloo
  • 5.0 (3)
  • Investing
  • Weekly

Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100‍Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604 Disclosures: Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice. 

  1. 4d ago

    Your Business Is NOT Your Retirement Plan… Yet!

    Is your business your retirement plan? For many entrepreneurs and small business owners, the answer is yes, but relying on the future sale of your business to fund retirement could be a costly mistake. In this episode of For The Wealth Of It, CERTIFIED FINANCIAL PLANNERS™ Jay Boekeloo, CFP®, and Jared Tanimoto, CFP®, explore the challenges of building a successful business while also building long-term personal wealth. Drawing on their experiences as both financial advisors and business owners, Jay and Jared discuss the trade-offs between reinvesting profits into your business and saving for retirement, the risks of having too much wealth concentrated in a single asset, and the importance of diversification and liquidity. They also explore tax-advantaged retirement plans for self-employed individuals, strategies for reducing business-owner dependency, and why developing a business exit strategy early can make all the difference. Whether you're launching a startup, growing an established company, or preparing to sell your business, this conversation offers practical financial planning insights to help you turn business success into lasting financial security.

  2. Nov 2

    Leaving Corporate America to Build a Wealthier Life with Mark Marcus

    What if building a wealthier life meant walking away from a successful career? In this episode of For The Wealth Of It, co-hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Mark Marcus, a former Vanguard professional turned real estate investor, entrepreneur, and business owner, to explore his decision to leave corporate America in pursuit of something more valuable: financial freedom, family time, and a more fulfilling life. From paying off nearly $200,000 in student loan debt to building multiple streams of income through real estate and entrepreneurship, Mark shares the financial decisions, sacrifices, and mindset shifts that helped make his career transition possible. Along the way, the conversation explores balancing business ownership with family life, the importance of living below your means, and a powerful question we should all consider: How much is enough?

  3. Oct 28

    What Wall Street Is Missing About AI and Investing with Kai Wu

    What if some of the most valuable assets a company owns aren't even reflected on its balance sheet? In this episode of For The Wealth Of It, hosts Jay Boekeloo, CFP®, Jared Tanimoto, CFP®, and Brett Maikowski, CFP®, sit down with Kai Wu, founder of Sparkline Capital, Harvard graduate, and former investment professional at GMO under legendary investor Jeremy Grantham. Kai shares how artificial intelligence is transforming the investment landscape by uncovering hidden value in companies; from brand recognition and intellectual property to human capital and innovation. Together, they explore the limitations of traditional value investing, the growing role of AI in financial analysis, and what Wall Street may be overlooking. But the conversation goes beyond investing. Kai opens up about his journey from working at a major investment firm to launching his own business, the risks and rewards of entrepreneurship, and the importance of balancing professional ambition with personal fulfillment. Along the way, Jay, Jared, Brett, and Kai explore how our definitions of success evolve and why some of the most valuable things in life, much like investing, can't always be measured in dollars.

  4. Mar 18

    Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans

    In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses. From consistency and structure to overcoming setbacks, Devon shares how the same principles that build a strong body can also build a successful career. If you’re looking for practical ways to level up in life and business, this conversation carries its weight!

    Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans

  5. Feb 17

    There's No Perfect Time: Leaving Corporate To Start Your Own Business with Daleele Alison

    In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway, and using a “worst case scenario” test to manage the fear of uncertainty. Daleele also opens up about the grind of the early years (yes, seven-day workweeks) and how he eventually found better systems to regain ownership over his time.

  6. 10/21/2025

    Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA

    After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now. Nicole discusses the power of choosing experiences over things, surrounding yourself with positive people, and measuring fulfillment through her “Happiness Wheel” - eight dimensions that keep life balanced and thriving. From surviving domestic violence to founding ProsperWell Financial and traveling the world empowering others, Nicole’s story is a testament to resilience, gratitude, and the courage to live fully. If you’ve ever felt stuck or wondered what your next chapter could look like, this episode will remind you that joy isn’t something to chase later - it’s something you can create today.

  7. 09/27/2025

    $10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story

    In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investment to S&P 500 returns is problematic, discussing factors often overlooked in such comparisons: cash flows, expenses, taxes, inflation, lifestyle benefits, and the illiquid nature of private businesses. The episode emphasizes the importance of comparing "apples to apples" when evaluating investment opportunities and highlights how sensational return percentages can be misleading without proper context. The discussion also touches on the intangible benefits of owning a sports franchise - from lifestyle perks to legacy planning - that pure stock market investments can't provide, reinforcing their "wealth beyond numbers" philosophy.

  8. 07/31/2025

    Lessons from Our Guests: What We've Learned About Living Intentionally

    Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy life. The hosts explore key takeaways including the power of living with intention, the importance of systematization in business, and how wealth extends far beyond financial metrics to include health, family time, and personal fulfillment. They also share their evolving vision for the podcast, hinting at future episodes that will expand the definition of wealth to encompass multiple dimensions of a fulfilling life. Whether you're an entrepreneur, a parent, or someone seeking more intentionality in your daily life, this episode offers valuable insights from real people who have successfully created their own version of a wealthy life - and it might just inspire you to redefine what wealth means to you.

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Ratings & Reviews

5
out of 5
3 Ratings

About

Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100‍Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604 Disclosures: Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice. 

Information

  • Creator
    Jared Tanimoto, Jay Boekeloo
  • Years Active
    2024 - 2026
  • Episodes
    21
  • Rating
    Explicit
  • Copyright
    © 2026 For The Wealth of It
  • Show Website
    For The Wealth of It