Just Peachie Show

Just Peachie Show

Just Peachie is a show to empower and educate consumers where insurance industry leader Peachie Thompson, AALU, ALMI, ACS interviews subject matter experts regarding lifestyle, insurance, finances & taxes.

Episodes

Episode 32: Economic and Market Update April/May 2023

May 10, 2023 • 39 mins
Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.
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Episode 31: Greenwise: Peachie's Favorite Grocery

April 27, 2023 • 28 mins
https://www.peachinsurance.net/ Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping.  They talk about how Greenwise  is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as how to make the most out of this uniquely awesome store.  There's a rumor that the store is g...
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Episode 30: Selling your own RIA (Registered Investment Advisor) firm

April 12, 2023 • 31 mins
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.
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Episode 29: Pinay Power: Interview with a lawyer

March 22, 2023 • 34 mins
https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.
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Episode 28: Aging and long term care for women

March 17, 2023 • 29 mins
https://peachinsurance.net/just-peachie-show Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.
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Episode 27: Working with a real estate agent

February 7, 2023 • 21 mins
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.
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Episode 26: Get in the flow

January 20, 2023 • 42 mins
Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow".   What it means for advisors, business owners, employees, employers and clients.  They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.
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Episode 25: Incapacity Planning for All

November 1, 2022 • 33 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.
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Episode 24: Financial Considerations for the Family

October 18, 2022 • 34 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassuranc...
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Episode 23: Navigating Divorce & Finances as a Woman

October 3, 2022 • 31 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.
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Episode 22: Disability Insurance

September 19, 2022 • 38 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a to...
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Episode 21: Entrepreneurship & Legal Considerations

September 6, 2022 • 40 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship. ...
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Episode 20: Volatility

August 23, 2022 • 30 mins
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.
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Episode 19: Financial Planning Profession for Career Changers

August 9, 2022 • 30 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.
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Episode 18: Real Estate & Airbnb Investment

July 22, 2022 • 32 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an awesome expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.
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Episode 17: Financial Considerations for Immigrants

July 12, 2022 • 30 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham.
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Episode 16: The State of Flow

June 28, 2022 • 40 mins
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the 'flow' and Director of Partnerships of XYZ Planning Network, Mr. Jordan Hutchinson
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Episode 15: How to Counter Inflation

June 13, 2022 • 28 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.
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Episode 14: Student Loans

June 1, 2022 • 34 mins
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.
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Episode 13: Opioids and Finances

May 13, 2022 • 29 mins
Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, who has been in the insurance brokerage business for 23 years.
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