S2E7 - Financial Planning with Radical Integrity, with 310 Wealth Planning
Only 14% of individuals working with a financial advisor or advisory firm are receiving comprehensive financial advice.
This week, we're hearing from Caedmon Meisenheimer, AAMS® - co-founder of 310 Wealth Planning. 310 Wealth Planning helps small business owners and entrepreneurs reach their personal financial goals and save for retirement. It breaks Caedmon's heart that there are financial advisors misappropriating their client's money, making decisions that benefit their own pocket rather than their client's financial legacy.
In this episode:
- How a simple question sparked Caedmon to create 310 Wealth Planning
- The problems that financial advisors can solve for their clients
- The challenges facing financial advisors
- What values 310 Wealth Planning operates from that enable them to provide comprehensive advice
Get your free financial assessment (https://www.310wealth.com/freefinancialassessment) and learn more about 310 Wealth Planning on their website at 310wealth.com (https://www.310wealth.com/).
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Good Morning Grand Rapids is produced by In Phase Media, a GR-based podcast production agency. Want to start a podcast for your business or organization? Check out our website (https://inphasemedia.co/) to learn more about how we can help.
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Manta: one third of small business owners have no retirement plans (https://www.allbusiness.com/one-third-small-business-owners-no-retirement-plan-113020-1.html)
JD Power: Only 14% of investors receive comprehensive advice (https://www.jdpower.com/business/press-releases/2022-us-full-service-investor-satisfaction-study)
Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. 310 Wealth Planning is not affiliated with LSS or LSIA. LSS is affiliated with LSIA. Any thoughts shared in this podcast are not investment advice. Always consult with your financial advisor or tax planner as it relates to your individual situation.
8 Jun 2023
S2E6 - Raising Awareness for Lung Health, with Savannah DeGraaf from Breathe Deep Bracelets
More than 30 million Americans live with chronic lung disease. In this episode, you'll hear how one Grand Rapids small business is giving back and bring positive change to lung health in the US.
In this episode:
- Savannah DeGraaf's story: from a healthy lifestyle to losing a lung
- Starting Breathe Deep Bracelets to help raise awareness, give back, and bring positive change
- Upcoming event: Breathe Deep on the Blue Bridge
Learn more about Breathe Deep on the Blue Bridge (https://www.breathedeepbracelets.com/news-events).
Check out Breathe Deep Bracelets (https://www.breathedeepbracelets.com/) and follow on Instagram (https://www.instagram.com/breathedeep.bracelets/).
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Interested in being featured in an episode of the Good Morning Grand Rapids Podcast? Apply to be a guest here (https://share.hsforms.com/1jSYSI0tVQPOec41qlLjiVwdkvc2) or get in touch with Jared at jared@inphasemedia.co.
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Good Morning Grand Rapids is produced by In Phase Media - learn more about who we are and what we do at inphasemedia.co. (https://inphasemedia.co/)
30 Mar 2023
S2E5 - Full Speed Ahead, with Vine Line Logistics
Vine Line Logistics is setting itself apart in a crowded industry by providing exceptional care to customers, carriers, vendors, and employees.
This week, we hear from Steve Lyons, president of Vine Line Logistics. In this episode, you'll hear:
- What a third-party logistics company does
- Why Vine Line Logistics feels like a startup, even with 15 years of history
- How Vine Line is providing exceptional care to everyone they work with
Connect with Vine Line Logistics on their website (https://www.vinelinelogistics.com/) or on LinkedIn (https://www.linkedin.com/company/vine-line-logistics-llc/).
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Interested in being featured in an episode of the Good Morning Grand Rapids Podcast? Apply to be a guest here (https://share.hsforms.com/1jSYSI0tVQPOec41qlLjiVwdkvc2) or get in touch with Jared at jared@inphasemedia.co.
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Good Morning Grand Rapids is produced by In Phase Media - learn more about who we are and what we do at inphasemedia.co. (https://inphasemedia.co/)
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