Advice First

Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Fred Wachtel - fwachtel@prosperitasfin.com Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)! Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - / prosperitas_financial

Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - https://www.instagram.com/prosperitas_financial/

Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen. Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture. We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders. In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community. Connect with Jennifer (818)436-2196 JBrown@prosperitasfin.com Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - https://www.instagram.com/prosperitas_financial/

REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King. Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home. This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond. Connect with Bri King: (661) 433-4485 Bri4re@gmail.com www.facebook.com/bri4re www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ Connect with Jerry Citarella: (661) 255-9555 jcitarella@prosperitasfin.com www.instagram.com/jerrycitarella/ www.youtube.com/@jerrycitarellapresents Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355 Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/ Instagram - https://www.instagram.com/prosperitas_financial/

The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate. Selina is pursuing a seat on Santa Clarita's City Council as the only no-party candidate. She shares her position on key issues which align well with small businesses throughout SCV. You can connect with Selina here: https://www.facebook.com/selina.m.thomas/ https://www.instagram.com/Voteforselinathomas/ https://www.youtube.com/user/PhilEnya2/videos https://twitter.com/Selinaforcityc1

In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it’s a choice to make it positive or negative. Mike’s initial objective with an athlete is getting their mind right and then to work on strengthening their body. Connect with Mike Yudin: Instagram - @TeamYudin Facebook - Team Yudin Training Twitter - @TeamYudin Website - http://www.teamyudin.com/

In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the controls, and how ESTV is taking the E-Sports world by storm.

In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and what values she prioritizes. She discusses how a single experience made her come to some interesting realizations and what guidelines she set for herself moving forward.

In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is dissimilar to the traditional dental practice. Brian showcases his mindset to work ON the business, as opposed to IN the business at least one day a week and how this has tremendously improved his practice and life. Connect with Brian: Instagram - threesixtydentistry Facebook - Three Sixty Dentistry by Brian T. Edwards, DDS Inc. Website - www.threesixtydentistry.com Phone Number - 661-254-4000

In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who were being deployed and ensuring they have what they need overseas. He explains how it has shifted into much more than that, especially during the initial scare of COVID and other events during 2020.

George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this episode, George shares how they've grown their family - both personal & professional families - their business, and their passion for baseball along the way. George's daughter is known as the 1% of the 1%, but it's a different story than you might think. You'll love this episode and what George has to share. Connect with George and his team below: iComfort Heating & Air: https://www.calicomfort.com Phone: 818-837-0022 Facebook: https://www.facebook.com/iComfortHVAC Instagram: https://www.instagram.com/icomfort.hvac/

We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 things business owners can do to enhance their brand TODAY, how to maximize your marketing ROI, and how she created Ask Amanda Consulting by serving an unmet need of her clients. Make sure to tune in to Amanda's podcast "The Ask Amanda Show" on YouTube or your favorite podcast platform. How to connect with Amanda: Email: Amanda@askamandaconsulting.com Phone: (661) 714-9443 Website: https://www.askamandaconsulting.com LinkedIn: https://www.linkedin.com/in/askamandaconsulting Instagram: https://www.instagram.com/askamandaconsulting/ Youtube: https://www.youtube.com/amandabensonofaskamanda About Amanda: Amanda Benson-Tilch started her career as a business owner in Valencia, California. She owned and operated a flower shop for 3 years prior to getting into real estate. Her hard work, dedication to making a difference, and knowledge of the area quickly helped her gain many loyal clients and began establishing her presence in the Santa Clarita Valley. Six years and two children later, she joined the Hyatt Valencia family as Catering Manager, eventually being promoted to Business Travel Manager and Social Media Ambassador. Amanda’s sales, marketing, social media experience, and community involvement landed her the Hyatt Public Relations Award of the Year in 2015 from Hyatt Corporate. The impression she made at Hyatt and the long-standing relationships she developed in the community over time led her to the Associate Publisher’s position at élite Magazine, a Santa Clarita Valley community magazine. During her time there, many of her advertising clients asked for her advice in marketing, social media direction or ways to help improve customer service. She loved helping people reach their goals and “Ask Amanda” Consulting was born. Since its inception in 2017, Ask Amanda has helped over 50 businesses with connecting Business to Business (B2B), being an influencer, and Business to Customer (B2C). She specializes in those connections as well as teaching business owners how to be social on social media, offering marketing advice, and improving customer service by providing an unbiased opinion on how businesses are perceived by their customers. Ask Amanda Consulting has recently grown to include The Behind the Business video series and The Ask Amanda Show, an interview style video & podcast series.

In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as opposed to a stock broker, that he finally took a liking to how he was able to help people with their best interest in mind. Fred shares the difference between the two roles, and how you can uncover which type of financial professional you may be working with. To connect with Fred: https://prosperitasfin.com/fred-wachtel-financial-advisor/

In this episode, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way. Afterburn Fitness started from an outdoor bootcamp in public parks and mall parking structures. 10 years later, Afterburn has two 10,000+ sq ft locations in Southern California. How to connect with Tony Velasco: Instagram: @tonyvelasco_ (https://www.instagram.com/tonyvelasco_/) TikTok: @mindset_Tony (https://www.tiktok.com/@mindset_tony?lang=en) How to learn more about Afterburn Fitness: https://afterburnfitness.com