Registered Investment Advisor Podcast Market Domination

Based in Georgia and Florida, Chris Quintana is a financial strategist and estate planner renowned for her innovative financial planning and alternative investment strategies. With a focus on empowering women in financial literacy, Quintana is a trusted advisor committed to her clients' success.

Listen to this insightful RIA episode with Chris Quintana about how to find financial freedom.
Here is what to expect on this week’s show:
- How the financial system and the government are rigged against the people.
- Why the 45-year retirement plan using the stock market is flawed.
- How people need help from attorneys and CPAs with their tax and estate planning.
- Why having a podcast is a great way to get new clients and referrals.
- How inflation is probably higher than what is being reported to the masses.

Connect with Chris:
Links Mentioned:
cqconsultingservices.com

X
@CQConsulting4U
Instagram
@chrisquintana_fc
Facebook
facebook.com/CQfinancialconsulting
LinkedIn
linkedin.com/in/christinaquintana
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Introducing John on Mark Pope and Playoff Picks, Plus Jamal Crawford on 1-on-1 vs Kobe and the Return of the NBA to Seattle from Point Game with John Wall and C.J. Toledano.
Follow the show: Point Game with John Wall and C.J. Toledano
John and C.J. talk about the Mark Pope coaching hire at Kentucky, NBA Playoff positioning and the Gortat screen. Plus Jamal Crawford joins the show and they discuss playing in Pro-Am's, their AAU programs, the return of an NBA franchise to Seattle, mastering their flow on the court, 1-on-1 vs Kobe, and what they want to see in the playoffs this season including Jokic, Luka, Kyrie and the Suns. 
See omnystudio.com/listener for privacy information.
DISCLAIMER: Please note, this is an independent podcast episode not affiliated with, endorsed by, or produced in conjunction with the host podcast feed or any of its media entities. The views and opinions expressed in this episode are solely those of the creators and guests. For any concerns, please reach out to team@podroll.fm.

Bartlett President, Wealth Advisor, and Principal Holly Mazzocca serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition. Holly lends her expertise on several committees that reflect key areas of specialty, and is a leading voice on Bartlett’s Environmental, Social, and Governance (ESG) team, focused on sustainable investing. She is a passionate champion of Bartlett’s women-centric service initiatives.

Listen to this insightful RIA episode with Holly Mazzocca about empowering women in finance.
Here is what to expect on this week’s show:
- How Barlett helps clients navigate personal and exciting transitions such as retirement or selling a business.
- Why maintain communication and a strong culture is important when you have offices across multiple states.
- How Bartlett focuses marketing efforts on digital experiences, events, and leveraging their expertise by working with business owners.
- Why legacy planning and charitable giving require thoughtful planning and discussions.
- How it’s vital to focus on long-term results in an industry that focuses on short-term gains.

Connect with Holly:
Links Mentioned:
bartlett1898.com

Instagram
@bartlett1898
Facebook
facebook.com/Bartlett1898
LinkedIn
linkedin.com/company/bartlettwealthmanagement





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Unlocking Precious Metals Secrets

– The RIA Podcast with Seth Greene Episode 148 Dana Samuelson
Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion.

A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S.

For twelve years Dana served on the Board of Directors of the Professional Numismatists Guild, an exclusive nonprofit organization composed of the world's top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers.

As PNG President in 2016, Dana conceived of and helped to establish the industry anti-counterfeiting task force, which today works with the Secret Service and Homeland Security to interdict and seize counterfeit coins and bars coming to the country from Asia.

In 2020, Dana worked with the Commodity Futures Trading Commission (CFTC) in their quest to end the allegedly fraudulent business practices of a precious metals seller to elderly IRA investors. The CFTC closed the business and seized their assets. The case is pending in court.

American Gold Exchange is a leading national mail order precious metals and vintage US gold coin company operating out of Austin, TX with an A+ Better Business Bureau rating and almost perfect Trust Pilot customer reviews.

Listen to this insightful RIA episode with Dana Samuelson about unlocking precious metals secrets.
Here is what to expect on this week’s show:
- How American Gold Exchange is a national mail-order physical precious metals and vintage US gold and silver coin dealership.
- Why American Gold Exchange specializes in mainstream, widely traded items.
- How American Gold Exchange offers a market for modern minted gold and silver bullion coins and bars.
- Why precious metals ownership offers insulation from financial crises and inflation.
- How the volatility in Bitcoin has led some to consider investing in precious metals for their stability.

Connect with Dana:
Links Mentioned:
amergold.com

X
@AmGoldEx
Instagram
@amgoldex
Facebook
facebook.com/AmericanGoldExchange
LinkedIn
linkedin.com/company/American-gold-exchange-inc





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From Equity Analyst to Personal CFO
– The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP®
Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success.

Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.

Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO.
Here is what to expect on this week’s show:
- How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services.
- How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital.
- Why satisfied clients are a great way to lead to new client acquisition.
- How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities.
- Why it’s important to stay ahead of your clients’ needs and market trends.

Connect with Jon:
Links Mentioned:
bordeauxadvisors.com
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As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first.

In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement.

Listen to this insightful RIA episode with Gerry Goldberg about the importance of teamwork and giving back.
Here is what to expect on this week’s show:
- How client referrals and building strong networks can lead to a successful business.
- Why GYL Financial Synergies focuses on hard work, teamwork, and holistic planning to meet their clients’ needs.
- How managing time effectively and setting priorities while maintaining a work-life balance is vital.
- Why providing peace of mind to your clients allows you to help them navigate challenging financial situations.
- How it’s important for companies to give back to their community and support charitable initiatives as part of their values.

Connect with Gerry:
Links Mentioned:
gylfinsyn.com

LinkedIn
linkedin.com/company/gyl-financial-synergies





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