- 16
- Episodes
- 7
- Ratings
- 2024
- First episode
About Wealth Harmony
The Wealth Harmony podcast, hosted by April Turch, is aimed to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.
- Publisher
- April Turch
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 12 Feb 2024
- Latest episode
- 23 Apr 2025
Latest episodes
16 episodes in the feed.
23 Apr 2025
Teaching Financial Literacy to Kids with Stefani Tueme
Wealth Harmony with April Turch, Episode 16 In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA). Tune in to the episode to hear about: - Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management - The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education - Tips for parents on teaching children about financial priorities, delayed gratification, and creating a healthy relationship with money, stressing the importance of evolving fulfillment throughout life Learn more about Stefani Tueme: - Read Stefani’s bio on Wolf Group Capital Advisors’ website: https://wolfgroupcapital.com/stefani-tueme - Consider buying Stefani’s book, “My Very First Cash:” https://www.amazon.com/Very-First-Cash-Stefani-Tueme/dp/B0BJYGK8C3 *********************************** 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 or listen to more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU * Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 * Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D * iHeart Radio: https://iheart.com/podcast/214975574 * 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 * Facebook: https://www.facebook.com/wolfgroupcapital DISCLAIMER: The views expressed on this program are not necessarily the views of this station. 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
19 Mar 2025
Balancing Compliance & Client Interests: A Conversation with Jon Simone
Wealth Harmony with April Turch, Ep 15 In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice). Tune in to the episode to hear about: *The importance of ethical decision-making and navigating gray areas in compliance * The significance of proactive policy-making and staying vigilant amid regulatory changes and uncertainty * How clients can evaluate advisors based on values and compliance, likening the process to dating where alignment is crucial * Jon’s definition of "wealth harmony" as a balance that one can comfortably live with, noting that values and harmony evolve over time Learn more about Jon Simone: * Connect with Jon on LinkedIn: https://www.linkedin.com/in/jon-j-simone-cscp%C2%AE-11635216 (https://www.linkedin.com/in/jon-j-simone-cscp%C2%AE-11635216) * Visit MyComplianceOffice Ltd.’s website: https://mco.mycomplianceoffice.com (https://mco.mycomplianceoffice.com) * Email: jon.simone@mycomplianceoffice.com (mailto:jon.simone@mycomplianceoffice.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 or listen to more episodes of Wealth Harmony: * YouTube: https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Spotify: https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D (https://open.spotify.com/show/0ZyFln0bDfUevP3Rg0CO3D) * iHeart Radio: https://iheart.com/podcast/214975574 (https://iheart.com/podcast/214975574) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital (https://www.facebook.com/wolfgroupcapital) DISCLAIMER: The views expressed on this program are not necessarily the views of this station. 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
6 Feb 2025
The Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)
Wealth Harmony with April Turch, Episode 14 In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications. Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm (https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm) Read more about The Wolf Group leadership team: https://thewolfgroup.com/about-us/who-we-are (https://thewolfgroup.com/about-us/who-we-are) Len Wolf on LinkedIn: https://www.linkedin.com/in/lenwolf (https://www.linkedin.com/in/lenwolf) Bob Len on LinkedIn: https://www.linkedin.com/in/bob-len-8b486710 (https://www.linkedin.com/in/bob-len-8b486710) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital (https://www.facebook.com/wolfgroupcapital) 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
30 Jan 2025
How Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor Podcast
Wealth Harmony with April Turch, Episode 13 We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker. Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present. Key moments: [01:58] - April's money moment. [07:19] - What makes a great operator. [08:39] - What it takes to build a great team. [10:14] - Attracting the best people. [12:38] - Helping clients plan their wealth. [14:15] - Creating valuable content. [17:21] - Why compliance should not slow growth. [19:32] - April's thoughts about the future of the industry. [20:41] - Compliance challenges with AI. [25:03] - April's Milemarker Minute. Learn more about Connected Advisor’s hosts: * https://milemarker.co (https://milemarker.co) * Connect with Kyle on LinkedIn: https://www.linkedin.com/in/kylevanpelt (https://www.linkedin.com/in/kylevanpelt) * Connect with Jud on LinkedIn: https://www.linkedin.com/in/judmackrill (https://www.linkedin.com/in/judmackrill) * Subscribe to the Connected Advisor on Apple: https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257 (https://podcasts.apple.com/us/podcast/the-connected-advisor/id1691759257) * Subscribe to the Connected Advisor on Spotify: https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?si=3acf804eb24841a3 (https://open.spotify.com/show/0Lw8kHGnS1JJBMZLPYxc9S?si=3acf804eb24841a3) * Subscribe to MileMarker on YouTube: https://www.youtube.com/@milemarkerinc (https://www.youtube.com/@milemarkerinc) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital (https://www.facebook.com/wolfgroupcapital) DISCLAIMER: The Connected Advisor and Wolf Group Capital Advisors are not affiliated entities. 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
6 Dec 2024
Protecting Prosperity & Understanding Diminished Capacity with Ellen Bruno
April Turch speaks with Ellen Bruno, a compliance expert, about protecting prosperity and understanding diminished capacity, emphasizing early conversations and ongoing support for individuals with disabilities.
15 Nov 2024
Finding Your Balance: Health, Wealth, & Prosperity with Emily Newman
Wealth Harmony with April Turch, Episode 11 In this episode of Wealth Harmony, April Turch speaks with Emily Newman, a seasoned fitness professional and nutritional coach. Emily brings a unique perspective to the table, having transitioned from a career in art and design to fitness and nutrition, fueled by her passion for helping others achieve their best selves. Her approach is all about finding the sweet spot between health and wealth, emphasizing balance, mindfulness, and sustainable habits. Tune in to the episode to hear about: * Emily's journey from art to fitness and how it shaped her holistic approach to wellness * The concept of "Primary Food" and how aspects of your life beyond diet impact your health * Practical nutrition and exercise tips that promote balance rather than extremes * The role of mindset in achieving health and wealth, and how to cultivate an abundance mentality * Emily's favorite strategies for creating a lifestyle that harmonizes health and financial well-being Free download — Circle of Life! Download this resource for to do your own evaluation of the different areas in your life: Emily Newman's The Circle of Life.pdf (https://drive.google.com/file/d/1bjQBCeX6lQVbt1pL1QgeoLsExLJ2rtRy/view?usp=sharing) Learn more about Emily Newman: * Connect with Emily on LinkedIn: https://www.linkedin.com/in/emily-newman-1483236 (https://www.linkedin.com/in/emily-newman-1483236 ) * Visit Emily’s business website: http://www.inwardoutphysiques.com (http://www.inwardoutphysiques.com) * Follow Emily on Facebook: http://facebook.com/Inwardoutphysiques (http://facebook.com/Inwardoutphysiques ) * Follow Emily on Instagram: https://www.instagram.com/inwardoutphysiques (https://www.instagram.com/inwardoutphysiques) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
4 Oct 2024
Financial Fulfillment Through Real Estate Investments with Larry Finkelberg
Wealth Harmony with April Turch, Episode 10 In this episode of Wealth Harmony, April Turch speaks with Larry Finkelberg, Senior Vice President and Branch Manager at Atlantic Coast Mortgage. With a wealth of experience in the mortgage industry, Larry brings invaluable insights into navigating the complexities of home buying, especially in a challenging market. His unique perspective on balancing financial decisions with emotional considerations offers listeners practical advice on achieving financial fulfillment through real estate investments. Tune in to the episode to hear about: * The importance of understanding the emotional journey in home buying and making sound financial decisions * Strategies for navigating tight real estate markets and gaining a competitive advantage * The critical role of choosing the right lender and debunking common misconceptions about mortgages * The concept of Wealth Harmony and how to align financial goals with personal values for long-term success Learn more about Larry Finkelberg: * Connect with Larry on LinkedIn: https://www.linkedin.com/in/larryfinkelbergteam/ (https://www.linkedin.com/in/larryfinkelbergteam/) * Follow Atlantic Coast Mortgage on LinkedIn: https://www.linkedin.com/company/acmlending (https://www.linkedin.com/company/acmlending) * Visit Larry’s website: http://www.thefinkelbergteam.com (http://www.thefinkelbergteam.com) * Follow Larry on Facebook: https://www.facebook.com/LarryFinkelbergTeam/ (https://www.facebook.com/LarryFinkelbergTeam/) * Follow Larry on Instagram: https://www.instagram.com/larryfinkelberg/ (https://www.instagram.com/larryfinkelberg/) * Call Larry’s office: (240) 762-6063 * Call Larry’s cell: (240) 606-3762 *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital (https://www.facebook.com/wolfgroupcapital) 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
5 Sept 2024
Navigating Life's Financial Transitions with Susan Bradley
Wealth Harmony with April Turch, Episode 09 In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions. Tune in to the episode to hear about: * The concept of financial transitions and the unique challenges they pose, including how to navigate major life changes with financial implications. * Susan Bradley's journey in developing the financial transition model and how it has impacted the financial planning industry globally. * Practical advice for managing transitions, including the "Decision-Free Zone" method which helps in categorizing decisions based on urgency and importance. * The role of emotional resilience and strategies for maintaining stability during uncertain times. * Insights into the cultural and structural changes needed within the financial industry to better support clients through transitions. Learn more about Susan Bradley: * Connect with Susan on LinkedIn: https://www.linkedin.com/in/susanbradleycfp (https://www.linkedin.com/in/susanbradleycfp/) * Visit The Sudden Money® Institute’s website: https://www.suddenmoney.com (https://www.suddenmoney.com) * Check out Susan’s podcast, Sudden Money Insights: https://www.financialtransitionist.com/suddenmoneyinsights (https://www.financialtransitionist.com/suddenmoneyinsights) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com) * Facebook: https://www.facebook.com/wolfgroupcapital (https://www.facebook.com/wolfgroupcapital) 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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
6 Aug 2024
Home Harmony: Effective Home File Organization with Sean Fitzgerald
Wealth Harmony with April Turch, Episode 08 In this episode of Wealth Harmony, April Turch speaks with Sean Fitzgerald, Director of Client Service and Operations at Wolf Group Capital Advisors. Tune in to the episode to hear about: * Sean’s role with Wolf Group Capital Advisors and his day-to-day responsibilities including quarterly performance reporting, client onboarding, client requests, maintaining accurate data inside their portfolio management, reporting software, and their CRM, and more. * Sean’s tips on working from a home office effectively, including advice on organization and management software * Tips and strategies for people who are considering transferring their document storage into a cloud-based program * Personal finance lessons Sean has learned from his experience working at Wolf Group Capital Advisors, covering investing, taxable versus retirement accounts, contribution limits and eligibility tax consequences, consequences of transactions, savings, cashflow, budgeting, and more. Learn more about Sean Fitzgerald: * Connect with Sean on LinkedIn: https://www.linkedin.com/in/swfitzgerald (https://www.linkedin.com/in/swfitzgerald/) * Follow Wolf Group Capital Advisors on LinkedIn: https://www.linkedin.com/company/wolfgroupcapitaladvisors (https://www.linkedin.com/company/wolfgroupcapitaladvisors/?trk=similar-pages_result-card_full-click&originalSubdomain=fr) * Learn more about Sean on Wolf Group Capital Advisors’s website: https://wolfgroupcapital.com/sean-fitzgerald (https://wolfgroupcapital.com/sean-fitzgerald) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) * Spotify: Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
3 Jul 2024
Navigating and Balancing Risks with Joseph Brunsman, Cyber Law + Liability Brokerage Expert
Wealth Harmony with April Turch, Episode 7 In this episode of Wealth Harmony, April Turch speaks with Joseph Brunsman, a self-taught expert in robotics and cybersecurity law, who transitioned from the Navy to a successful career in insurance, leveraging his expertise to provide comprehensive coverage solutions at his firm in New York City. Tune in to the episode to hear about: * Educational Autodidacticism: Despite skipping numerous English classes growing up, Joseph developed strong self-learning skills, leading to academic success in robotics and cybersecurity law. * Navigating Career Transitions: Transitioning from the Navy to law and eventually insurance, Joseph found his niche by leveraging family connections and recognizing his aversion to traditional schooling. * From Setback to Success: Initially hampered by restrictions on marketing his insurance services, Joseph's pivot to educational YouTube content unexpectedly propelled his business and industry influence. * Balancing Priorities: Prioritizing family and business while sacrificing social engagements, Joseph finds fulfillment in his passions and a deliberate approach to life's demands. * Empowering Through Education: Joseph's dedication to educating his children through unlimited book investments reflects his belief in the transformative power of curiosity and learning. * Overcoming Limiting Beliefs: Healthy amounts help foster curiosity and success. When out of balance it can hold us back from standing out and taking healthy risks. Learn more about Joseph Brunsman: * Connect with Joseph Brunsman on LinkedIn: https://www.linkedin.com/in/josephbrunsman (https://www.linkedin.com/in/josephbrunsman/) * Follow Brunsman Advisory Group LLC on LinkedIn: https://www.linkedin.com/company/brunsman-advisory-group-llc/about (https://www.linkedin.com/company/brunsman-advisory-group-llc/about) * Visit Joseph Brunsman on channel on YouTube: https://www.youtube.com/c/josephbrunsman (https://www.youtube.com/c/josephbrunsman) * Visit Joseph Brunsman’s website: www.thebrunsgroup.com (http://www.thebrunsgroup.com) * Get your free e-book today from Joseph Brunsman: www.thebrunsgroup.com/book2 (http://www.thebrunsgroup.com/book2) *********************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
6 Jun 2024
Joan Bowling on Mastering Communication
Wealth Harmony with April Turch, Episode 6 In this episode of Wealth Harmony, April Turch interviews Joan Bowling, a renowned motivational communication expert, author, and owner of Joan Bowling Presents, LLC. With over two decades of experience in broadcast sales and television hosting, Joan has garnered international recognition, reaching the semi-final round of the Toastmasters 2018 International Speech Competition, and her clients include TEDxRVA speakers and advertising agency owners. Tune in to the episode to hear about: * Joan's Diverse Communication Background: Joan Bowling's diverse career underscores the importance of adaptability and versatility in the field of communication. * Understanding Communication Basics: Effective communication requires not only sending messages clearly but also actively listening and understanding the perspectives of others. * Addressing Communication Challenges: Overcoming communication challenges, such as avoidance and fake listening, demands self-awareness, curiosity, and consistent practice. * Navigating Social Media: Social media platforms offer both opportunities and challenges for communication, highlighting the need for users to balance online engagement with real-life interactions. * Improving Advisory Meetings: Successful advisory meetings rely on thorough preparation, clear intentions, open dialogue, and ongoing communication to ensure alignment between clients and advisors. Learn more about Joan Bowling: * Connect with Joan on LinkedIn: https://www.linkedin.com/in/joanbowling (https://www.linkedin.com/in/joanbowling) * Visit Joan’s website: https://joanbowling.com/ (https://joanbowling.com/) * Follow Joan Bowling Presents on Facebook: https://www.facebook.com/JoanBowlingPresents/ (https://www.facebook.com/JoanBowlingPresents/) * Follow Joan Bowling Presents on Instagram: https://www.instagram.com/joanbowlingpresents/ (https://www.instagram.com/joanbowlingpresents/) * Visit Joan Bowling’s YouTube: https://www.youtube.com/@joanbowlingpresents9503 (https://www.youtube.com/@joanbowlingpresents9503) ******************************** 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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
2 May 2024
The Power of Discovery in Achieving Financial Fulfillment with Kevin Ostergaard
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/ (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/ (https://www.linkedin.com/company/wolfgroupcapitaladvisors/) * Visit Wolf Group Capital’s website: https://wolfgroupcapital.com/ (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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
8 Apr 2024
The Power of Knowing Yourself When Navigating Financial Decisions
Wealth Harmony with April Turch, Episode 04 In this episode of Wealth Harmony, April Turch speaks with Charles Verruggio. Charles is part of the ownership group at Wolf Group Capital Advisors and oversees the firm’s investment division. He also serves as a senior advisor to over 60 clients. He assists clients with constructing efficient portfolios while also advising them on financial planning matters and always keeping an eye on empowering them to live a fulfilling life. An avid reader, Charles enjoys reading behavioral finance books and has always been interested in simplifying the academic nature of wealth management through providing advice that allows clients to best apply his expertise through real-world application. He has more than 15 years of industry experience and holds an MBA degree from Carnegie Mellon University and a Bachelor's degree in Psychology and Business from the University of Pittsburgh. Tune in to the episode to hear about: * Simplifying that academic aspect of wealth management — Charles explains how he views his role as providing advice that allows clients to apply to simplify things that can be applied in the real world * The importance of knowing yourself in financial planning — often underappreciated when developing a financial plan, Charles explains how identifying client’s goals and motivations will lead to better decision-making on the road to achieving those goals * Stress testing your beliefs — Charles shares how we should find joy in discovering that an idea or belief of ours is wrong * The power of setting intentions — intentions help us improve outcomes; much of Charles’ job is helping his clients set realistic goals and intentions and holding them accountable to adhere to them * Wolf Group’s five values — Client commitment, collaboration, integrity, curiosity, and excellence — why curiosity is Charles’ favorite Further resource: * The Power of Conscious Connection by Talia Fox Learn more about Guest Name: * Connect with Charles on LinkedIn: https://www.linkedin.com/in/charles-verruggio-a476975/ (https://www.linkedin.com/in/charles-verruggio-a476975/) * Follow Wolf Group on LinkedIn: https://www.linkedin.com/company/wolfgroupcapitaladvisors/ (https://www.linkedin.com/company/wolfgroupcapitaladvisors/) * Visit Wolf Group’s website: https://wolfgroupcapital.com/ (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 (https://www.youtube.com/playlist?list=PLeWndA5j_QY2dxLdnTNd6_E1PB7-x25pU) * Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) * Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
8 Mar 2024
Intentional Self Care for Professional Growth
Wealth Harmony with April Turch, Ep 03 In this episode of Wealth Harmony, April Turch speaks with Allison Felix, COO and Managing Partner of Cassaday & Company, Inc. Tune in to the episode to hear about: * What is the importance of self care? * How important is it to have a supportive network? * What does it mean to take a sabbatical? * Do you have any tips and advice for when you need to take a step away? * What does wealth harmony mean to you? Learn more about Allison Felix: * Connect with Allison on LinkedIn: https://www.linkedin.com/in/allison-felix (https://www.linkedin.com/in/allison-felix/) * Check out Cassaday & Company, Inc: https://cassaday.com (https://cassaday.com/) * Follow Cassaday & Company, Inc on Facebook: https://www.facebook.com/CassadayAndCompanyInc (https://www.facebook.com/CassadayAndCompanyInc) * Connect with Cassaday & Company, Inc on LinkedIn: https://www.linkedin.com/company/cassaday-&-company-inc. (https://www.linkedin.com/company/cassaday-&-company-inc./) *********************************** 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/channel/UChlWJYX4a1triD0W3qvzsMQ (https://www.youtube.com/channel/UChlWJYX4a1triD0W3qvzsMQ) Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 (https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327) Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
29 Feb 2024
Global Tax Insights with Mishkin Santa
Wealth Harmony with April Turch, Ep 2 In this episode of Wealth Harmony, April Turch speaks with Mishkin Santa, a seasoned tax attorney renowned for his expertise in international tax law. Tune in to the episode to hear about: * Global Tax Disputes: Ongoing international tax cases could reshape US tax laws in favor of taxpayers. * Tax Law Changes: The 2017 Tax Cuts and Jobs Act ends in 2025, sparking debates on new legislation or a return to older tax codes. * Government Shutdown Impact: A potential February shutdown may disrupt tax deadlines, causing extensions and compliance issues. * IRS Challenges and Tech: Staff shortages in IRS due to retirements; focus on integrating AI for audits, especially in digital assets and business audits. * Tax Professionals' Shift: Boutique firms emphasize tailored advice and relationships beyond compliance for clients' broader financial goals. More about Mishkin Santa and The Wolf Group: * Website: www.thewolfgroup.com (http://www.thewolfgroup.com/) * Follow Mishkin Santa on Linkedin: https://www.linkedin.com/in/msanta/ (https://www.linkedin.com/in/msanta/) * Follow The Wolf Group on Linkedin: https://www.linkedin.com/company/the-wolf-group-pc/mycompany/ (https://www.linkedin.com/company/the-wolf-group-pc/mycompany/) *********************************** 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/@wolfgroupcapitaladvisors/videos Apple Podcasts: https://podcasts.apple.com/us/podcast/wealth-harmony/id1731849327 Website: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto: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 representative of the experience of others or indicative of future investment performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Past performance is not a guarantee of future results.
12 Feb 2024
Are We There Yet?
Wealth Harmony with April Turch, Episode 1 In this episode of Wealth Harmony, April Turch delves into the world of Bob Len, the Managing Director of Wolf Group Capital Advisors, a prestigious wealth management firm in the Washington DC area. Bob shares insights about his widely acclaimed weekly blog, "Are We There Yet," discussing its inception during the pandemic, its evolution into a platform for profound life lessons, and his motivations behind its continual creation. Tune in to the episode to hear about: * Origin of "Are We There Yet?": The blog began during the pandemic to alleviate client anxiety but evolved into a platform for sharing deeper life insights. * Evolution of Content: Initially light and amusing, the blog transitioned into offering meaningful stories and important life lessons about emotions, personal growth, and challenges. * Wealth and Fulfillment: Bob emphasizes that wealth extends beyond money and encompasses a balanced, fulfilled life, good health, and helping others. Learn more about Bob Len: * Visit Bob Len’s bio on Wolf Group Capital’s website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * Connect with Bob on LinkedIn: https://www.linkedin.com/in/bob-len-8b486710/ (https://www.linkedin.com/in/bob-len-8b486710/)] * Email Bob: blen@wolfgroupcapital.com (mailto:blen@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/@wolfgroupcaptialadvisors9671/podcasts (https://www.youtube.com/@wolfgroupcaptialadvisors9671/podcasts) Apple Podcasts: Stay tuned for the linkWebsite: https://wolfgroupcapital.com/podcast (https://wolfgroupcapital.com/podcast) Connect and learn more from your host, April Turch: * Website: https://wolfgroupcapital.com/ (https://wolfgroupcapital.com/) * LinkedIn: https://www.linkedin.com/in/aprilturch/ (https://www.linkedin.com/in/aprilturch/) * Email: aturch@wolfgroupcapital.com (mailto:aturch@wolfgroupcapital.com)
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 3 ratings
- Spotify
- 5.0 / 5
- 4 ratings
Podcast Authority Score: 57 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 71
- Social presence
- 0
- YouTube
- 72
- Engagement
- 32
Contact Wealth Harmony
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Wealth Harmony?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show
Podcast research with Pod Engine