Money Chronicles

Three Crowns Copywriting & Marketing
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Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.

Episodes

  1. 05/01/2024

    Creating a Healthy Financial Mindset: The Money Chronicles of Robert Sofia

    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Robert Sofia, the CEO and founder of Snappy Kraken.We discuss Robert's journey in the financial industry and his inspiration for serving advisors, plus explore his first memories of money and how his parents' financial struggles influenced his own relationship with money.We wrap up the conversation focused on the importance of teaching financial independence to future generations and explore a deeply person...

    12 min

  2. 05/01/2024

    Lessons from my Friend’s Father: The Money Chronicles of William Cerynik

    SummaryIn this conversation, Johnny Sandquist and Torie Happe interview William Cerynik, the director of PR and communications at Amplify, a fintech startup.We discuss Amplify's all-in-one wealth management platform and how it was built to address the operational inefficiencies and client needs in the industry not being fulfilled by other vendors.The conversation then shifts to William's first memory of money and his worst money mistake, highlighting the importance of resilience and persisten...

    19 min

  3. 05/01/2024

    Money Lessons from the Ranch: The Money Chronicles of Madalyn Armijo

    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Madalyn Armijo, co-founder and COO of Dispatch, a data orchestration company. Madalyn shares how Dispatch operates behind the scenes of the tech stack to ensure client data flows smoothly across different platforms. She also discusses her background growing up on a family ranch and how her parents instilled financial discipline and a builder's mentality in her.To cap things off, Madalyn shares her wors...

    14 min

  4. 05/01/2024

    Money with My Mom: The Money Chronicles of Tina Powell

    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Tina Powell, Head of Community at Intention.ly, and dive into her life story and explore her journey through the wealth management industry.Tina shares how growing up with a single mother who worked multiple jobs shaped her understanding of money and the value of hard work. She also discusses the importance of financial education and instilling good money habits in the next generation.TakeawaysGrowing up wi...

    17 min

  5. 05/01/2024

    What Does Money Smell Like? The Money Chronicles of David Novak

    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview David Novak, the founder and CEO of Fiduciary Genius.David shares his journey of starting Annuities Genius and Fiduciary Genius and his passion for changing the financial industry. He talks about his experience as an immigrant and how it has shaped his perspective on money and success, giving him a unique and different perspective from the typical entrepreneur born in the United States.David also discusses ...

    17 min

  6. 05/01/2024

    “I got scammed before the age of 5” The Money Chronicles of Matt Morris

    SummaryIn this episode of Money Chronicles, Johnny Sandquist and Torie Happe interview Matt Morris, the co-founder and CEO of EncorEstate Plans.We discuss Matt's journey into the financial services industry and his passion for helping advisors. Matt shares his first memories of money, including being scammed by his older sister and learning the value of saving.He also talks about his experience at Riskalyze and his biggest money mistake, which occurred during the 2008 housing market crash. De...

    16 min

  7. 10/24/2023

    Chapter 4: Being Self-Taught and Unpacking Religion’s Impact, with Jess Bost of Alpha Architect

    Forgive them listeners, for our Money Chronicles co-hosts have sinned. In this episode, Johnny Sandquist and Torie Happe sit down with Jess Bost of Alpha Architect and spill the secrets of what they were really thinking when the collection plate landed in their lap at church as a kid.We unpack a lot with Jess as we chat about how our money lessons we learn as a child are intertwined in multiple channels: religion, personality, parents and more.Jess is Vice President of Strategic Partnerships ...

    21 min

  8. 10/10/2023

    Chapter 3: The Art of Investing in Technology and Talent, with Corey Westphal, CEO and Founder of Mobile Assistant

    Corey Westphal learned his work ethic at a young age when he discovered that skills (i.e., tennis) could not only fulfill needs, but earn him money, as well. Now as CEO and founder of Mobile Assistant, he combines his tried and true work ethic with his fintech expertise and passion for helping advisors. What started as a father-and-son medical transcription business has transformed into a trusted technology in the fintech space. Corey helps financial advisors save time and gather crucial...

    29 min

  9. 09/26/2023

    Chapter 2: Teaching Money Accountability and Navigating AI in Wealth Management, with Kristen Schmidt of RIA Oasis

    Kristen Schmidt has her finger on the pulse on advisors’ and clients’ best interests. She’s seen the industry from the perspective of an operations employee, a client support specialist, an executive level employee running a billion dollar firm, and now curates her insights as a speaker, consultant and technology strategist. The founder of RIA Oasis sits down with Money Chronicles co-hosts Johnny Sandquist and Torie Happe to talk about her approach to money in the workplace and at home a...

    39 min

  10. 09/10/2023

    Chapter 1: Lessons in Financial Responsibility – Alison Susko’s Story

    The inaugural episode of Money Chronicles is here! Alison Susko, Vice President of Community and Partnerships at Asset-Map, sits down with Money Chronicles co-hosts Johnny Sandquist and Torie Happe to talk about all things money: her relationship with it, how her parents influenced her relationship with it and more. The three also discuss technology advancements in finance, and entertain the question: Is the digital evolution of payments negatively impacting our perspective on money?Mone...

    39 min
  • 10 Episodes

Ratings & Reviews

4
out of 5
4 Ratings

About

Money Chronicles is a show where we go deep into our guests’ personal lives to discuss how they learned about money growing up, and how that history has impacted their careers in financial services. Join hosts Torie Happe of Holistiplan and Johnny Sandquist of Three Crowns Marketing to get to know your favorite people in the wealth management industry better than you ever thought you would.

Information

  • Creator
    Three Crowns Copywriting & Marketing
  • Years Active
    2023 - 2024
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © Three Crowns Copywriting & Marketing
  • Show Website
    Money Chronicles