Passionate about his work, and incredibly compassionate towards others, David Schneider of The Law Offices of David R. Schneider, APC, thoughtfully walks us through the daunting topic that not many want to think about: Estate planning, probate, and beyond.

Estate planning and probate are meticulous, and oftentimes, overlooked. David shares his personal experiences with the challenges he’s faced surrounding this topic and em...

A natural born leader and, one might say, philosopher, Robert Grossman of Black Diamond Leadership takes us on a journey through his own life experiences to show us why emotional mastery and psychological safety is so important in the workplace.

From starting off his early career selling personal computers to launching his first company selling a proprietary presentation platform, Robert quickly learned the vital importance...

Financial expert and a thrill seeker at heart, Uziel Gomez is paving the way for first-generation wealth builders through the firm he founded, Primeros Financial.

Born and raised in the San Fernando Valley, Uziel was inspired at a young age to learn how to take control of finances. With a little risk and a leap of faith, he launched Primeros Financial, providing real financial planning for first-generation wealth builders. ...

Composed and wise beyond his years, Miles Rader is undoubtedly making a name for himself in the wealth management world.

As a wealth advisor at Willner Heller LLC, Miles discusses his role within the firm and how he transitioned to get there from his earlier career journey at UBS. He emphasizes the importance of maintaining a collaborative approach with his clients, and how he creates customized services for high net worth ...

One-of-a-kind in both her personal and professional life, Meredith Sesser of Sesser Law dives into the world of ERISA and demonstrates to us why she is truly unstoppable.

Los Angeles native, Meredith Sesser is among the nation’s leading authorities on employee benefits law, ERISA and benefits taxation. With 25 years of experience, she walks us through everything there is to know about what ERISA is, its interconnectedness w...

A mortgage broker with a passion for uncovering hidden opportunities, Sean Hart of CMG Home Loans uncovers his unique journey from a family mining legacy in Montana to a thriving career in mortgage brokerage.

We learn how Sean’s experiences in gold mining, even being featured on Discovery Channel’s Mine Rescue, mirrors his passion for helping families achieve the dream of homeownership. Hear tales of perseverance, innovatio...

Strategic, personable, insightful. Join us for an engaging and compelling conversation with Jon Wingent, a knowledgeable wealth expert whose journey from the UK to Southern California led him to a transformative role at Morton Wealth.

When the COVID-19 pandemic hit the world, Jon’s career took a different path. His new role at Morton Wealth, and the entrepreneurial and emotionally intelligent culture that came with it,...

Worldly. Empathetic. Purposeful. Tom Drucker takes us on a remarkable journey of transitioning from clinical psychology therapy to corporate consulting, where he helps leaders enhance productivity and emotional intelligence.

Tom shares his transformative path from the therapeutic office to the corporate boardroom, with a desire to foster productivity and emotional intelligence in leadership. With a diverse clientele across ...

A fitness fanatic, a knowledge wielder, and travel connoisseur, Jordi Pujol promises to broaden your understanding of the health tech industry and his journey into it.

In this insightful episode, Jordi dives into the intriguing world of valuation and sales in the biotech and health tech sectors of modern-day society. He shares his unique journey from growing up in Costa Rica, and later on, thriving in the tech landscape of ...

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews De Ivett, CEO of 5D Spectrum. De shares her story of how her journey into creative marketing began. What are the 5D's of 5D Spectrum? Who are some of her mentors? What genre of music does she like playing? How did she balance the needs of an ever-evolving technology-filled marketing industry with motherhood? Listen to how De got her start.

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Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Thao Truong, Wealth Advisor with Morton Wealth. Thao shares her story of how her journey into wealth advising began. Who was her mentor into wealth advising? What is Herself? How has her journey enforced the importance of financial literacy and of self identity? Listen to how Thao got her start.

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Nicole Moser of FOR•GE Advisory, an outsourced marketing company, takes us through her journey of creating FOR•GE, their focus on providing high-quality marketing resources to small businesses and startups, and what her passions are outside of work.

The importance of accessibility and affordability in marketing services is key for her firm, but also the business practice that they follow to make sure their clients get ...

A passionate collector of sports memorabilia, family law attorney Scott Levin—also known as the Chief Peacekeeper—gives us a play-by-play of his transition from litigator to mediator.

He tells us about the benefits of helping couples navigate an out-of-court settlement during the divorce process. He shares his background which includes studying Metropolitan Studies in New York. Scott breaks down the importance of creat...

After finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry.

Out of college with a major is business accounting and a natural conversationalist, Don Jones kicked off his career as a “stockbroker”. Just few years later, he started his own investment advisory company and has been forging his own path ever since.  Now an insurance expert, Do...

Jerri Hemsworth, CEO of Newman Grace Marketing, interviews Jennifer Caruso, Wealth Advisor at Morton Wealth. Jennifer shares her story of how her journey into becoming a wealth advisor began. How did her finance degree prepare her for her journey into her career? What drew her to Morton Wealth? Where is the next marathon she is running in located? Listen to how Jennifer got her start.

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A lover of the English language. A voracious reader of historical knowledge. A fierce litigator. Terence “Terry” Sternberg has made a name for himself in and out of the courtroom.

Terry’s path into law is an interesting one. One that was partly born out of the search for an intellectual challenge. Working in many different 9-to-5 jobs, Terry wanted more out of life and was searching for knowledge. He entered a paralega...

Tax strategist Vardan Pogosian is a former IRS agent who has taken tax planning to the next level.

Born in Armenia and raised in Mongolia, Vardan had his first experience in the business world running numbers and crunching data for his uncle at their fast-food restaurant in Russia. After moving to the U.S., Vardan was accepted into USC, where he thrived in accounting. His lifelong dream of becoming an IRS agent became ...

Ultraman World Champion. Ironman. Lifelong learner. A fierce litigation lawyer, Adam Grant has made a name for himself in and out of the courtroom.

Adam was born in Phoenix, Arizona but grew up in La Jolla, Calif. It was here where his cultivation for not only his gift for gab but also his enjoyment for the endurance sports had been planted. He made his way up to the Los Angeles area with the love of his life. Once her...

Echelon at the original Mixer with Frank Mottek from 790 KABC's Mottek On Money and Matt Coletta of M&A Business Advisors.

Frank interviews Matt Coletta, CEO of M&A Business Advisors. Frank Mottek conducts podcast interviews for Echelon Business Development at The Original Mixer at The Luxe Hotel in Los Angeles. Read here for information on Matt Coletta.

The Original Mixer is a business networking event tha...