For The Wealth of It

Jared Tanimoto, Jay Boekeloo
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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. Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans

    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!

    55 min

  2. 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.

    42 min

  3. 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.

    42 min

  4. 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.

    30 min

  5. 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.

    18 min

  6. 07/15/2025

    The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk

    In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice: PerspectivePotentialPossibilityPrioritizationHe also explains why gratitude is the foundation of lasting happiness. From his journey through 20-plus jobs to becoming a sought-after speaker, Tyler offers practical insights on overcoming fear, building systems over relying on motivation, and embracing the "challenging conversations" that lead to real growth. Whether you're an entrepreneur, employee, or anyone looking to unlock your potential, Tyler's authentic approach to personal development will inspire you to bet on yourself and change your perspective on what's possible. Guest: Tyler Monk - Founder, Speaker, Inspirational Storyteller at The Underdog Mentality Website: https://theunderdogmentality.net/ Social Media Facebook Instagram LinkedIn X

    1h 4m

  7. 06/17/2025

    Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.

    In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transitioning to retirement, and why she views retirement as an "existential transition" rather than just a financial milestone. The conversation covers the importance of Dr. Brian Portnoy's "Four C's" framework for human flourishing (connection, control, competence, and context), why successful retirement planning should begin early by cultivating relationships, hobbies, and purpose outside of work, and offers actionable advice for both pre-retirees and those already in retirement that may be feeling lost in their post-career years.

    32 min

  8. 05/30/2025

    Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®, EA

    Join us for an inspiring conversation with Arielle Tucker, CFP®, a financial planner and enrolled agent who specializes in cross-border financial planning for US expats living in Europe.  After feeling trapped by the predictable suburban American lifestyle, Arielle and her husband made the bold decision to move to Switzerland, where she discovered her passion for helping Americans navigate the complex world of international finances. In this episode, Arielle shares her personal journey from travel agent to specialized financial planner, explaining the unique challenges US citizens face when living abroad - from dual tax filing requirements to investment account restrictions. She breaks down the key considerations for different types of expats, whether you're moving for love, career, or retirement, and discusses the critical importance of pre-planning before making an international move. Arielle also reflects on finding community abroad, the value of living intentionally, and how true wealth means having the freedom to design your life on your own terms. Whether you're dreaming of an international move or already living abroad, this episode provides essential insights for building and maintaining wealth while pursuing your global adventures. Guest: Arielle Tucker, CFP® & Enrolled Agent - Connected Financial Planning Connected Financial Planning Website: https://www.connectedfinancialplanning.com/ Passport to Wealth (Podcast) Website: https://www.passporttowealth.com/ YouTube: https://www.youtube.com/@connectedfinancialplanning LinkedIn: https://www.linkedin.com/company/connected-financial-planning Instagram: https://www.instagram.com/usexpatabroad/ Facebook: https://www.facebook.com/usexpatfinancialplanning/

    1h 6m
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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
    18
  • Rating
    Explicit
  • Copyright
    © 2026 For The Wealth of It
  • Show Website
    For The Wealth of It