Ep 8 - From Childhood Poverty to Wealth Management Industry Pioneer
The growth of Dynasty Financial Partners, insights into wealth management, and the importance of philanthropy and veteran support.
Ep 7 - From Transactions to Transformation: A Pioneer’s Journey in Financial Advisor Recruiting
Evolution of financial advisory careers, the rise of going independent in the financial advisor world, and building a thriving business from the ground up.
Ep 6 - How to Succeed in Volatile Markets: Things Most Won’t Hear From Big Brokerage Firms, Investment Banks and Financial Media (CNBC)
Jonathan addresses investor concerns about market volatility, offering insights and strategies to maintain a rational perspective during uncertain times.
Ep 5 - Prioritizing Purpose Over Profit for Success: NY State Assemblyman Steve Stern’s Journey from Childhood to Advocate for Veterans, Elders and the Long Island Community
Explore the intersection of wealth, policy, and service—discussing how financial well-being extends beyond numbers to impact communities and legislation.
Ep 4 - Financial and Life Survival Strategies with a Special Ops Veteran Chadwick Ford: Tactics for Overcoming Biases in Wealth and Warfare
Chadwick Ford, a special ops veteran and founder of Elysium Aero, to explore the striking parallels between military strategy and financial planning.