Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!
Hosts:
Jared Tanimoto, CFP®
Sedai Wealth
530 Technology Dr, Suite 100
Irvine, CA 92618
Jay Boekeloo, CFP®
High Note Financial
418 W Main St #1224
Battle Ground, WA 98604
Disclosures:
Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice.
Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans
In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses. From consistency and structure to overcoming setbacks, Devon shares how the same principles that build a strong body can also build a successful career. If you’re looking for practical ways to level up in life and business, this conversation carries its weight!
17 Feb 2026
There's No Perfect Time: Leaving Corporate To Start Your Own Business with Daleele Alison
In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway, and using a “worst case scenario” test to manage the fear of uncertainty. Daleele also opens up about the grind of the early years (yes, seven-day workweeks) and how he eventually found better systems to regain ownership over his time.
21 Oct 2025
Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA
After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now. Nicole discusses the power of choosing experiences over things, surrounding yourself with ...
27 Sept 2025
$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story
In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investment to S&P 500 returns is problematic, discussing factors often overlooked in such comparisons: cash flows, expenses, taxes, inflation, lifesty...
31 Jul 2025
Lessons from Our Guests: What We've Learned About Living Intentionally
Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy life. The hosts explore key takeaways including the power of living with intention, the importance of sys...
15 Jul 2025
The Underdog Mentality: Building Unshakeable Self-Belief with Tyler Monk
In this episode, we sit down with Tyler Monk, founder and CEO of The Underdog Mentality, to explore his powerful philosophy that we are all underdogs capable of extraordinary growth. Tyler shares his four pillars to the power of choice: PerspectivePotentialPossibilityPrioritizationHe also explains why gratitude is the foundation of lasting happiness. From his journey through 20-plus jobs to becoming a sought-after speaker, Tyler offers practical insights on overcoming fear, building systems o...
17 Jun 2025
Where Work Ends, Life Begins: Navigating the Psychology of Successful Retirement Planning with Joy Lere, Psy.D.
Clinical psychologist Joy Lere, Psy.D., discusses the psychological challenges of retirement with hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto, highlighting the importance of viewing retirement as an existential transition in this interview.
30 May 2025
Wealth without Borders: Financial Planning for US Expats with Arielle Tucker, CFP®
Arielle Tucker, CFP®, discusses cross-border financial planning for US expats living in Europe, sharing her journey from suburban life to helping others navigate international finances in this interview.
18 Apr 2025
Engineering the Perfect Cut: How Focusing on the Fundamentals Can Lead to Exponential Growth with Zac Reese
Zac Reese is the Founder/CEO of Danckuts, a barbershop that has grown from a single chair to multiple locations. He shares how he transformed the traditionally subjective art of cutting hair into a systematized, technology-driven enterprise by developing proprietary software that records and replicates haircuts with precision. Zac reveals his entrepreneurial journey, including creative fundraising methods, high-interest loans, and the constant financial challenges of scaling a business....
7 Feb 2025
Food for Thought: Investing in a Healthier Life with Registered Dietitian Teresa Spirlin
Registered Dietitian Teresa Spirlin shares insights on making sustainable healthy choices, debunks nutrition myths, and draws fascinating parallels between financial planning and nutrition planning. From discussing the truth about "superfoods" to exploring how small dietary changes can lead to long-term health wealth, Teresa offers practical wisdom for anyone looking to invest in their wellbeing. She also shares her personal approach to work-life balance while managing multiple roles an...
3 Jan 2025
From Spreadsheets to Sketches: FinArtist Josh Passler's Journey
Josh Passler shares his inspiring journey from financial advisor to artist, showcasing how he combines creativity with financial branding to enhance communication and value for clients. The episode explores themes of wealth, creativity, and the importance of client collaboration in branding.• Josh's transition from finance to art • Discovering the vital connection between art and financial concepts • Emphasizing the importance of holistic planning services • The role of collabo...
1 Nov 2024
The Business Owner's Reality Check with Jerry Petrick
Podcast Guest:Jerry PetrickCertified Business AdvisorAmerica's SBDC - Washingtonhttps://wsbdc.org/advisors/jerry-petrick/Resources mentioned in this episode:Find your local SBDC AdvisorThe E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About ItNolo.com
18 Oct 2024
Improving Your Relationship with Money with Financial Therapist Ashley Quamme
Episode 6 with Ashley Quamme, LMFT, FBS®, CFT-I™https://www.linkedin.com/in/ashley-quammeThe Wealthy Marriagehttps://www.thewealthymarriage.com/hello@thewealthymarriage.comhttps://www.instagram.com/thewealthymarriage/https://www.facebook.com/thewealthymarriageBeyond the Planhttps://www.beyondthefp.com/https://www.linkedin.com/company/beyond-the-plan/https://twitter.com/bamconsultshttps://www.instagram.com/beyondthefp/Planning & Beyond Podcasthttps://www.planningandbeyond.com/
27 Sept 2024
Building Wealth with Purpose: Group Recap and Insights
6 Sept 2024
Your Inner Wealth: Balancing Growth and Goals w/ Colin Koach
Episode 4 with Colin KoachEmail: ckoach.work@gmail.comSocial Media:https://www.linkedin.com/in/colinkoach/
23 Aug 2024
Living Big by Going Small w/ Tiny House Adviser Laura Lynch
Episode 3 with Laura LynchEmail: laura@thetinyhouseadviser.comWebsite: https://www.thetinyhouseadviser.com/Social Media: https://www.linkedin.com/in/tinyhouseadviser/Pocast: https://www.thetinyhouseadviser.com/less-house-more-moola/podcast
9 Aug 2024
Building Wealth through Real Estate with Kirk Godman
Episode 2 with Kirk GodmanEmail: realtorkirkgodman@gmail.comPhone: (360) 798-0184Social Media:https://www.instagram.com/kirkgodman/https://www.facebook.com/godmanrealestate/
26 Jul 2024
Leaving Wall Street to Find True Wealth with Cara Macksoud
Episode 1 with Cara MacksoudEmail: cara@moneyhabitudes.comWebsite: https://www.moneyhabitudes.com/Social Media: https://www.linkedin.com/in/caramacksoud/
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