Wealth Harmony with April Turch, Episode 5
In this episode of Wealth Harmony, April Turch speaks with Kevin Ostergaard, a Senior Financial Advisor at Wolf Group Capital Advisors. Kevin's career journey began in the insurance industry and evolved into the investment management space. With over 11 years of experience, he has been instrumental in helping clients achieve financial fulfillment at WGCA and mentoring the next generation of investors.
Tune in to the episode to hear about:
* Kevin's Journey: Kevin has 11 years of financial industry experience, transitioning from insurance to a large RIA in Washington D.C.
* Understanding Financial Planning: It involves recognizing clients' diverse goals like buying homes or retiring, and crafting tailored plans considering income, expenses, and trade-offs.
* The Importance of Discovery: Through in-depth discovery, planners align recommendations with clients' values, aspirations, and life stages.
* Challenges in Financial Planning: Clients face challenges like the "keeping up with the Joneses" mentality and struggle with implementing plans effectively.
* Empowering Clients: Financial planners provide tools and guidance, empowering clients to make informed decisions and take control of their financial futures.
* Definition of Wealth Harmony: Kevin defines it as finding peace and satisfaction in one's financial situation, embracing abundance while seeking balance and contentment in life.
Learn more about Kevin Ostergaard:
* Connect with Kevin Ostergaard on Linkedin: https://www.linkedin.com/in/kevin-ostergaard-cfp%C2%AE-cima%C2%AE-57a46631/
* Connect with Wolf Group Capital on Linkedin: https://www.linkedin.com/company/wolfgroupcapitaladvisors/
* Visit Wolf Group Capital’s website: https://wolfgroupcapital.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
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 represen
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Ruthie's Table 4
For more than 30 years The River Cafe in London, has been the home-from-home of artists, architects, designers, actors, collectors, writers, activists, and politicians. Michael Caine, Glenn Close, JJ Abrams, Steve McQueen, Victoria and David Beckham, and Lily Allen, are just some of the people who love to call The River Cafe home. On River Cafe Table 4, Rogers sits down with her customers—who have become friends—to talk about food memories. Table 4 explores how food impacts every aspect of our lives. “Foods is politics, food is cultural, food is how you express love, food is about your heritage, it defines who you and who you want to be,” says Rogers. Each week, Rogers invites her guest to reminisce about family suppers and first dates, what they cook, how they eat when performing, the restaurants they choose, and what food they seek when they need comfort. And to punctuate each episode of Table 4, guests such as Ralph Fiennes, Emily Blunt, and Alfonso Cuarón, read their favourite recipe from one of the best-selling River Cafe cookbooks. Table 4 itself, is situated near The River Cafe’s open kitchen, close to the bright pink wood-fired oven and next to the glossy yellow pass, where Ruthie oversees the restaurant. You are invited to take a seat at this intimate table and join the conversation. For more information, recipes, and ingredients, go to https://shoptherivercafe.co.uk/ Web: https://rivercafe.co.uk/ Instagram: www.instagram.com/therivercafelondon/ Facebook: https://en-gb.facebook.com/therivercafelondon/ For more podcasts from iHeartRadio, visit the iheartradio app, apple podcasts, or wherever you listen to your favorite shows. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.