Financial Advisor Episodes

Chad Coe on Building Wealth Through Trust and Strategy | 1,517 Chad Coe doesn’t build transactions. He builds trust. Wealth strategist. Master auctioneer. Author. Relationship-driven leader. Known as a force of nature in business and on stage, Chad Coe brings intensity, conviction, and human connection into every room he enters. As the founder of Coe Financial Group, his philosophy is simple: people come before profit, and lasting wealth is built through strategy, resilience, and authentic relationships. Through his books, leadership training, and financial guidance, Chad challenges people to think bigger, lead stronger, and build lives with purpose behind the success. Because real abundance is never accidental. It’s built with vision, discipline, and the right people beside you. ━━━━━━━━━━━━━━━━━━━━━━━ Enjoying the show? Support the conversation! 👉 Today’s guest: www.coefinancial.com 🎬 Need standout video, podcast, or branding content? 🌐 www.positivetalkproduct…

1,488 | Ben Millan on Smart Retirement Planning That Works Ben Millan is the President of Serenity Retirement and a Retirement Income and Medicare Planning Specialist focused on helping individuals shift from building wealth to sustaining it with clarity and structure. With nearly 20 years of experience in financial services, his work centers on the critical transition into retirement, where decisions around income, healthcare, taxes, and timing begin to matter more than accumulation alone. He helps clients design coordinated strategies that align retirement income, Medicare planning, Social Security decisions, tax efficiency, and asset protection into one clear direction. Rather than relying on reactive decisions, Ben’s approach is built on disciplined planning and long-term stability. His focus is on reducing uncertainty, helping retirees understand their options, and creating systems designed to hold up through market shifts and rising healthcare costs. His philosophy i…

1,441 | How Dr Mellisa Lambert Teaches Generational Wealth Dr. Mellisa Lambert is a financial consultant with CORE Financial Partners and a licensed practitioner with the Nelson Nash Institute, specializing in the Infinite Banking Concept. She is dedicated to helping families protect their children early, when they are most insurable and coverage is still affordable. Her work focuses on building generational wealth through education, strategy, and long term financial systems. Through her signature approach, The 5 Pathways to Secure Your Child’s Future Wealth Today, Dr. Lambert teaches parents how to create protection, build cash value, secure lifelong insurability, and position their children for financial independence from an early age. Aligned with CORE Financial Partners, she helps families reduce unnecessary wealth loss, increase cash flow, and create a pool of capital that offers control, liquidity, and uninterrupted growth. Her mission is to shift how families think abo…

1,397 | Amanda Cassar Shares How to Reclaim Financial Confidence Amanda Cassar is a financial adviser, author, and advocate whose work sits at the intersection of money, relationships, and personal autonomy. With more than two decades of experience, she supports individuals and families through life transitions with clarity, dignity, and confidence. Internationally recognized for her leadership in financial abuse awareness, Amanda equips professionals to identify and respond to hidden forms of control and coercion. Through her writing, speaking, and her podcast *Financial Secrets Revealed*, she challenges outdated money myths and reframes financial conversations around safety, values, and informed choice. At her core, Amanda believes money should be a tool that supports a life well lived, not a force that limits it. ━━━━━━━━━━━━━━━━━━━━━━━ 🎧 Love our show? Show some love! 👉 Check out today’s guest: https://www.wealthplanningpartners.com.au 🎬 Need stunning videos, clean…

977 | Master Your Money: Expert Financial Advice with Rick Salmeron Rick Salmeron (SAL-muh-ron) is a financial advisor with clients throughout America. Based in Dallas, TX, he’s a Certified Financial Planner and President of Salmeron Financial. He entered the business in 1990, then branched out to begin his own firm in 2001. His guidance and experience help clients spend less time worrying about their money so that they can enjoy other areas of life! Support our podcast show by: https://kmmedia.pro/our-store Affiliate(s): Lyric Vids - https://positivetalkradio.net/Lyricvids NordVPN - https://positivetalkradio.net/NordVPN Patreon - patreon.com/positivetalkradio Facebook - https://www.facebook.com/positivetalkradio Instagram - https://www.instagram.com/positivetalkradio/ TikTok - https://www.tiktok.com/@positivetalkradio?lang=en Twitter - https://twitter.com/positivetradio https://www.positivetalkradio.net/support/

Joseph’s mission is simple: he wants to help you secure a financially stable future for your family or business. He’s dedicated to offering personalized financial solutions designed specifically for your needs and goals. Plus, he’ll keep an eye on your progress, ensuring you stay on track toward achieving those goals throughout your life. Joseph chose a career in financial services because of a personal tragedy. His father, once a successful construction business owner, lost a $15 million company due to an accident. This not only led to a physical disability but also caused severe financial difficulties. From this experience, Joseph learned the importance of protecting assets. He now teaches those in the contracting business how to safeguard their wealth, focusing on income protection through disability income insurance and long-term care insurance. He also assists small business owners and young families in growing their assets over time with life insurance and various investment …

After spending a combined 20 years as a Financial Advisor and Mortgage Advisor, and having countless conversations with women, I decided to pursue my dream of Financial Coaching for Women. I'm a teacher at heart and I love to educate and empower women with money smarts! Understanding that money can be an overwhelming topic for many, I'm audaciously passionate about creating financial confidence when it comes to your well-being. This has been the catalyst to follow my passion of empowering and educating women in their financial journey. Support our podcast show by: https://www.positivetalkradio.net/support/ https://kmmedia.pro/our-store Patreon - patreon.com/positivetalkradio Facebook - https://www.facebook.com/positivetalkradio Instagram - https://www.instagram.com/positivetalkradio/ TikTok - https://www.tiktok.com/@positivetalkradio?lang=en Twitter - https://twitter.com/positivetradio

After spending a combined 20 years as a Financial Advisor and Mortgage Advisor, and having countless conversations with women, I decided to pursue my dream of Financial Coaching for Women. I'm a teacher at heart and I love to educate and empower women with money smarts! Understanding that money can be an overwhelming topic for many, I'm audaciously passionate about creating financial confidence when it comes to your well-being. This has been the catalyst to follow my passion of empowering and educating women in their financial journey. Support our podcast show by: https://www.positivetalkradio.net/support/ https://kmmedia.pro/our-store Patreon - patreon.com/positivetalkradio Facebook - https://www.facebook.com/positivetalkradio Instagram - https://www.instagram.com/positivetalkradio/ TikTok - https://www.tiktok.com/@positivetalkradio?lang=en Twitter - https://twitter.com/positivetradio