The wait is over!
Our first episode of 2025 featuring Thomas Johnson III is now live! đź’Ą
Thomas Johnson III brings over 50 years of experience to Advocacy Wealth Management. Starting his career as a mailroom runner at his family’s brokerage firm, he later became the CEO of his own firm. In 2014, Thomas joined Advocacy Wealth Management to partner with Forge Consulting in creating services for plaintiffs.
Tune in for powerful insights that will inspire and challenge you to make an impact.
Watch now on our YouTube channel @podcastwhatmatters and don't forget to hit the notification bell so you never miss an episode!
The latest episode of the What Matters Podcast is now LIVE!
Join Jamie Menges as he shares insights on the significant growth of PDS Planning, the impact of a flat fee structure, and the importance of ethical standards and team growth.
Plus, learn about the “Three C’s” model and why turning employees into advocates is key to their success.
Tune in now!
Watch on YouTube @podcastwhatmatters and hit the bell for new episodes.
The wait is over! The newest episode of the What Matters Podcast featuring Steven Gattuso is here.
Steven Gattuso is Co-Chief Investment Officer and Senior Portfolio Manager at Courier Capital, with over 25 years of investment experience, including roles at Wilmington Trust and General Motors
Join us as Steven unpacks powerful strategies for leadership, cultivating growth, and creating a lasting impact in business. This is a conversation you won’t want to miss.
Tune in now on our YouTube channel, @podcastwhatmatters. Be sure to subscribe and hit the notification bell to stay ahead of the game with our latest episodes.
If you haven't caught the latest episode of the What Matters Podcast yet, now is your chance!
Steve Tuttle of Signet Financial Management shares powerful insights on financial management and how to build a strong financial future. Don’t miss this valuable conversation.
Watch now on YouTube, and be sure to subscribe to @podcastwhatmatters and hit the notification bell to stay up-to-date with future episodes.
It’s LIVE!
The latest episode of the What Matters Podcast featuring Steve Tuttle is now available!
Steve brings over 25 years of experience in the investment industry to Signet Financial Management, a national wealth management firm with approximately $1B in assets under management. He specializes in equity and fixed income investments, options strategies, portfolio management, and financial planning.
Tune in as Steve shares invaluable insights on mastering financial management and securing your future.
Watch now on YouTube and be sure to subscribe to @podcastwhatmatters and hit the notification bell so you never miss an episode!
Have you watched the latest episode of the What Matters Podcast yet?
Jake Tomes, CEO of Level Four® Advisory Services, LLC, shares invaluable insights on leadership and financial strategies that you won’t want to miss.
Head over to our YouTube channel @podcastwhatmatters to catch the episode. Be sure to subscribe and turn on notifications to stay updated with every new release!
The latest episode of the What Matters Podcast featuring Jake Tomes is now streaming!
Jake Tomes is the CEO of Level Four® Advisory Services, LLC, a firm he founded in 2000 to revolutionize the financial services industry with a focus on fiduciary, independent, and personalized financial advice. Under his leadership, the firm grew significantly, merging with Top 20 CPA firm Carr, Riggs & Ingram in 2014. With over 20 years of experience, Jake leads a team of 200 associates, driving rapid growth while maintaining a client-first approach.
Catch the full episode now on our YouTube channel @podcastwhatmatters. Make sure to subscribe and turn on notifications so you never miss an update!
Get ready to dive into the world of financial strategies and leadership with Jake Tomes, CEO of Level Four® Advisory Services, LLC, on the latest episode of The What Matters Podcast!
Launching November 28!
Subscribe to our YouTube channel @podcastwhatmatters and hit that notification bell to be the FIRST to catch this insightful episode. Don’t miss it!
The latest episode of the What Matters Podcast featuring Jeff Broaddus is officially out now!
Jeff Broaddus is Vice President of Operations at ISC Group, a financial services firm in Dallas, TX. Previously, Jeff was a retirement plan Advisor at Marsh McLennan Agency, where he helped expand market share and supported Private Equity and M&A teams. He was named one of the top 100 retirement plan Advisors under 40 by the National Association of Plan Advisors
Get ready for a deep dive into powerful insights that will inspire and motivate you to take your next steps toward success.
Head over to @podcastwhatmatters on YouTube to watch now, and don’t forget to hit that notification bell so you never miss an episode!
Haven’t watched it yet? Here’s your chance!
The latest episode of the What Matters Podcast featuring Dave Sather of Sather Financial Group Inc. is now LIVE!
Dive into an insightful conversation about building a secure financial future and making smarter financial decisions.
Catch it now on our YouTube channel @podcastwhatmatters!
It’s LIVE!
The latest episode of the What Matters Podcast featuring Dave Sather is now available!
Dave Sather is a Certified Financial Planner™ and CEO of Sather Financial Group, Inc., a fee-only strategic planning and investment management firm overseeing approximately $1.8 billion in assets. Ranked among the top wealth management firms in the nation, Sather Financial serves clients with tailored financial strategies.
Get ready for an insightful conversation about all things finance and how to build a secure financial future.
Catch the full episode now on our YouTube channel @podcastwhatmatters!
Haven't caught our latest episode yet? You’re missing out!
Michael Bryan of Strategic Blueprint shares powerful financial insights on the What Matters Podcast that can help you make smarter, more resilient decisions in today’s market.
Head over to our YouTube channel @podcastwhatmatters and check it out now! Don’t forget to subscribe and hit the so you never miss an update!
