Wealth Harmony

April Turch
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The Wealth Harmony podcast, hosted by April Turch, is aimed to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

  1. Teaching Financial Literacy to Kids with Stefani Tueme

    23/04/2025

    Teaching Financial Literacy to Kids with Stefani Tueme

    Wealth Harmony with April Turch, Episode 16 In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA). Tune in to the episode to hear about: - Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management - The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education - Tips for parents on teaching children about financial priorities, delayed gratification, and creating a healthy relationship with money, stressing the importance of evolving fulfillment throughout life Learn more about Stefani Tueme: - Read Stefani’s bio on Wolf Group Capital Advisors’ website: https://wolfgroupcapital.com/stefani-tueme - Consider buying Stefani’s book, “My Very First Cash:” https://www.amazon.com/Very-First-Cash-Stefani-Tueme/dp/B0BJYGK8C3 *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. Watch or listen to more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU * Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 * Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D * iHeart Radio: https://iheart.com/podcast/214975574 * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ * LinkedIn: https://www.linkedin.com/in/aprilturch/ * Email: aturch@wolfgroupcapital.com * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    30 min
  2. Balancing Compliance & Client Interests: A Conversation with Jon Simone

    19/03/2025

    Balancing Compliance & Client Interests: A Conversation with Jon Simone

    Wealth Harmony with April Turch, Ep 15 In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice). Tune in to the episode to hear about: *The importance of ethical decision-making and navigating gray areas in compliance * The significance of proactive policy-making and staying vigilant amid regulatory changes and uncertainty * How clients can evaluate advisors based on values and compliance, likening the process to dating where alignment is crucial * Jon’s definition of "wealth harmony" as a balance that one can comfortably live with, noting that values and harmony evolve over time Learn more about Jon Simone:  * Connect with Jon on LinkedIn: https://www.linkedin.com/in/jon-j-simone-cscp%C2%AE-11635216  * Visit MyComplianceOffice Ltd.’s website: https://mco.mycomplianceoffice.com  * Email: jon.simone@mycomplianceoffice.com *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.  Watch or listen to more episodes of Wealth Harmony:  * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU  * Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327  * Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D  * iHeart Radio: https://iheart.com/podcast/214975574  * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch:  * Website: https://wolfgroupcapital.com/  * LinkedIn: https://www.linkedin.com/in/aprilturch/  * Email: aturch@wolfgroupcapital.com  * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    36 min
  3. The Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)

    06/02/2025

    The Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)

    Wealth Harmony with April Turch, Episode 14 In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications. Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm Read more about The Wolf Group leadership team: https://thewolfgroup.com/about-us/who-we-are Len Wolf on LinkedIn: https://www.linkedin.com/in/lenwolf Bob Len on LinkedIn: https://www.linkedin.com/in/bob-len-8b486710 *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.  Watch more episodes of Wealth Harmony:  * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU  * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327  * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch:  * Website: https://wolfgroupcapital.com/  * LinkedIn: https://www.linkedin.com/in/aprilturch/  * Email: aturch@wolfgroupcapital.com  * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    1 h 20 min
  4. How Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor Podcast

    30/01/2025

    How Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor Podcast

    Wealth Harmony with April Turch, Episode 13 We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker. Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present. Key moments: [01:58] - April's money moment. [07:19] - What makes a great operator. [08:39] - What it takes to build a great team. [10:14] - Attracting the best people. [12:38] - Helping clients plan their wealth. [14:15] - Creating valuable content. [17:21] - Why compliance should not slow growth. [19:32] - April's thoughts about the future of the industry. [20:41] - Compliance challenges with AI. [25:03] - April's Milemarker Minute. Learn more about Connected Advisor’s hosts: * https://milemarker.co * Connect with Kyle on LinkedIn: https://www.linkedin.com/in/kylevanpelt * Connect with Jud on LinkedIn: https://www.linkedin.com/in/judmackrill * Subscribe to the Connected Advisor on Apple: https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257 * Subscribe to the Connected Advisor on Spotify: https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?si=3acf804eb24841a3 * Subscribe to MileMarker on YouTube: https://www.youtube.com/@milemarkerinc *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. Watch more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ * LinkedIn: https://www.linkedin.com/in/aprilturch/ * Email: aturch@wolfgroupcapital.com * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The Connected Advisor and Wolf Group Capital Advisors are not affiliated entities. The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    28 min
  5. Protecting Prosperity & Understanding Diminished Capacity with Ellen Bruno

    06/12/2024

    Protecting Prosperity & Understanding Diminished Capacity with Ellen Bruno

    Wealth Harmony with April Turch, Episode 12 In this episode of Wealth Harmony, April Turch speaks with Ellen Bruno, Founder and Head of Compliance Advisor Professionals, a compliance consulting firm dedicated to helping investment professionals and investment advisory firms meet their regulatory compliance needs. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping them stay in line with SEC regulations.  Tune in to the episode to hear about: * Ellen's journey from being a neophyte accountant to founding her own compliance consulting firm, specializing in working with investment advisory firms * The concept of diminished capacity with an emphasis that it's not solely related to aging but can result from various factors * The importance of having early conversations with clients and their families about what steps to take if signs of diminished capacity appear * The need for ongoing conversations and support, including financial coaching, to help individuals with disabilities navigate their finances effectively Learn more about Ellen Bruno: * Connect with Ellen Bruno on Linkedin: https://www.linkedin.com/in/ellen-m-bruno-8833702 * Visit Compliance Advisor Professionals’s website: https://www.complianceadv.com *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. Watch more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com * LinkedIn: https://www.linkedin.com/in/aprilturch * Email: aturch@wolfgroupcapital.com * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    30 min

  6. 15/11/2024

    Finding Your Balance: Health, Wealth, & Prosperity with Emily Newman

    Wealth Harmony with April Turch, Episode 11 In this episode of Wealth Harmony, April Turch speaks with Emily Newman, a seasoned fitness professional and nutritional coach. Emily brings a unique perspective to the table, having transitioned from a career in art and design to fitness and nutrition, fueled by her passion for helping others achieve their best selves. Her approach is all about finding the sweet spot between health and wealth, emphasizing balance, mindfulness, and sustainable habits. Tune in to the episode to hear about: * Emily's journey from art to fitness and how it shaped her holistic approach to wellness * The concept of "Primary Food" and how aspects of your life beyond diet impact your health * Practical nutrition and exercise tips that promote balance rather than extremes * The role of mindset in achieving health and wealth, and how to cultivate an abundance mentality * Emily's favorite strategies for creating a lifestyle that harmonizes health and financial well-being Free download — Circle of Life! Download this resource for to do your own evaluation of the different areas in your life: Emily Newman's The Circle of Life.pdf (https://drive.google.com/file/d/1bjQBCeX6lQVbt1pL1QgeoLsExLJ2rtRy/view?usp=sharing) Learn more about Emily Newman: * Connect with Emily on LinkedIn: https://www.linkedin.com/in/emily-newman-1483236 * Visit Emily’s business website: http://www.inwardoutphysiques.com * Follow Emily on Facebook: http://facebook.com/Inwardoutphysiques * Follow Emily on Instagram: https://www.instagram.com/inwardoutphysiques *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important. Watch more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com * LinkedIn: https://www.linkedin.com/in/aprilturch * Email: aturch@wolfgroupcapital.com * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    33 min

  7. 04/10/2024

    Financial Fulfillment Through Real Estate Investments with Larry Finkelberg

    Wealth Harmony with April Turch, Episode 10 In this episode of Wealth Harmony, April Turch speaks with Larry Finkelberg, Senior Vice President and Branch Manager at Atlantic Coast Mortgage. With a wealth of experience in the mortgage industry, Larry brings invaluable insights into navigating the complexities of home buying, especially in a challenging market. His unique perspective on balancing financial decisions with emotional considerations offers listeners practical advice on achieving financial fulfillment through real estate investments. Tune in to the episode to hear about:  * The importance of understanding the emotional journey in home buying and making sound financial decisions  * Strategies for navigating tight real estate markets and gaining a competitive advantage  * The critical role of choosing the right lender and debunking common misconceptions about mortgages  * The concept of Wealth Harmony and how to align financial goals with personal values for long-term success Learn more about Larry Finkelberg:  * Connect with Larry on LinkedIn: https://www.linkedin.com/in/larryfinkelbergteam/   * Follow Atlantic Coast Mortgage on LinkedIn: https://www.linkedin.com/company/acmlending  * Visit Larry’s website: http://www.thefinkelbergteam.com    * Follow Larry on Facebook: https://www.facebook.com/LarryFinkelbergTeam/    * Follow Larry on Instagram: https://www.instagram.com/larryfinkelberg/    * Call Larry’s office: (240) 762-6063  * Call Larry’s cell: (240) 606-3762 *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.  Watch more episodes of Wealth Harmony:  * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU  * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327  * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch:  * Website: https://wolfgroupcapital.com  * LinkedIn: https://www.linkedin.com/in/aprilturch  * Email: aturch@wolfgroupcapital.com  * Facebook: ​​https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    35 min

  8. 05/09/2024

    Navigating Life's Financial Transitions with Susan Bradley

    Wealth Harmony with April Turch, Episode 09 In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions. Tune in to the episode to hear about:  * The concept of financial transitions and the unique challenges they pose, including how to navigate major life changes with financial implications.  * Susan Bradley's journey in developing the financial transition model and how it has impacted the financial planning industry globally.  * Practical advice for managing transitions, including the "Decision-Free Zone" method which helps in categorizing decisions based on urgency and importance.  * The role of emotional resilience and strategies for maintaining stability during uncertain times.  * Insights into the cultural and structural changes needed within the financial industry to better support clients through transitions. Learn more about Susan Bradley:  * Connect with Susan on LinkedIn: https://www.linkedin.com/in/susanbradleycfp  * Visit The Sudden Money® Institute’s website: https://www.suddenmoney.com  * Check out Susan’s podcast, Sudden Money Insights: https://www.financialtransitionist.com/suddenmoneyinsights *********************************** About Wealth Harmony: Our objective is to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.  Watch more episodes of Wealth Harmony:  * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU  * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327  * Website: https://wolfgroupcapital.com/podcast Connect and learn more from your host, April Turch:  * Website: https://wolfgroupcapital.com/  * LinkedIn: https://www.linkedin.com/in/aprilturch/  * Email: aturch@wolfgroupcapital.com  * Facebook: https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. Content is for educational purposes only. All content presented is for educational purposes only and should not be construed as an endorsement of any third party or such third party’s views, or as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services, and should not be acted upon without obtaining specific advice from a qualified professional. We believe the information presented to be reliable but is not guaranteed as to its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Any opinions or statements by third parties are their own and may not be representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.

    36 min
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À propos

The Wealth Harmony podcast, hosted by April Turch, is aimed to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Informations

  • Création
    April Turch
  • Années d’activité
    2024 - 2025
  • Épisodes
    16
  • Classification
    Tous publics
  • Copyright
    © April Turch
  • Site web de l’émission
    Wealth Harmony