Maven Money Talks
Maven Money Talks is the podcast for business owners, entrepreneurs, and high-net-worth individuals who want to make smarter financial decisions, grow their businesses, and plan for successful exits. Hosted by the team at Maven Group, each episode features insights from financial experts, attorneys, accountants, and consultants—sharing real strategies, success stories, and lessons learned to help you build better strategies and strive to increase business value.
Episodes
In this episode of the Maven Group Investment Strategies podcast Maven Money Talks - Meet Your Maven, we’re excited to introduce you to Nicole, our trusted insurance consultant specializing in life insurance solutions for our clients across Orange County. Based in Irvine, CA, Nicole plays a vital role in helping individuals and families safeguard their financial future with comprehensive life insurance strategies. Tune in as we exp...
Welcome to another episode of the Maven Group Investment Strategies podcast, where we bring you closer to the team making a difference in your financial future! In this episode, we sit down with Hannah, our administrative assistant and the friendly face behind the scenes at our Irvine, CA office. Join us as we get to know Hannah’s journey, her role at Maven, and how her dedication helps our clients stay on track toward their financ...
In this insightful episode, we introduce James Hass, CFP® a financial advisor at Maven Group Investment Strategies, located in Irvine, CA. James has years of experience helping individuals, families, and business owners in Orange County with personalized financial planning and wealth management solutions. As a CERTIFIED FINANCIAL PLANNER®, James is dedicated to guiding clients through the complexities of financial planning, retirem...
Looking to improve your company’s health insurance benefits? In this episode of Meet Your Maven, we sit down with Morgan Atkinson, co-founder of Maven Associates Insurance Solutions, to learn what sets Maven apart from traditional health insurance brokers.
Morgan shares his personal story, professional background, and what drives his passion for helping businesses navigate complex group h...
In this kickoff episode of Maven Money Talks, we sit down with Paolo Quiroga—the founder of Maven Group Investment Strategies—to uncover the story behind the firm and the mission driving its success. Paolo is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Certified Exit Planning Advisor (CEPA®), Chartered Retirement Plans Specialist™ (CRPS™), and Non-Qualified Plan Consultant™ (NQPC™), bringing a uniquely compreh...
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