We're kicking off a new series on the podcast called "Everything Has A Purpose" and the goal is to help our listeners connect the dots through their whole story and see how everything - the hard stuff AND the good stuff - has been an important part of getting them to where they are today.

Today's guest is David Auerbach, the Managing Director at Armada ETFs (www.armadaetfs.com).  David knows a thing or two about how your career can go from the highest highs to the lowest lows, and how you can find yourself contemplating things you never imagined just to escape the life that you hate and that you feel you don't have any control over.

Yes, this is a finance show and we talk about finance...but we do that through hearing the stories of people in finance, or sometimes people who used money to accomplish incredible things in their lives, and even people who've learned something about money that could help others.

Thanks for listening in!

Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better.

Get to Know Mark:

Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.

Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.

Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.

Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.

Connect with Mark:
Twitter: @bleakleyva
Mark@BleakleyVa.com
www.bleakleyva.com

Two things are given to you without your choice: your family and your biology. These things do not have to define you...but they CAN inform you. In this episode, Mark and I talk about how his formative years and his ADHD diagnosis could have (and maybe should have) put him on a path toward destruction. Instead, with the generosity and care of a few people early in life, he chose to make one small change every day and relentlessly pursued better.

Get to Know Mark:

Mark started his professional work life as a consultant with Accenture, where he helped clients for 14 years. He founded The Bleakley Financial Group of Virginia in 2005, and for the last 16 years he has been the coach/lead advisor for the firm as well as its CEO. Prior to graduating from university, he was an auto mechanic, was in the auto parts industry, and spent time as a retail store manager. Mark’s focus has always been either providing advice or fixing things. What drives Mark is helping others reach their goals.

Mark’s role is primarily as lead advisor and client strategist. Mark’s passion is ensuring that the Counselor team is completely focused on properly caring for you, that you enjoy working with us, and that you receive value from everything the team does for Counselor’s clients.

Mark believes both financial freedom and fun can occur concurrently. You will find that he has an active (sometimes too active!) sense of humor. He’s quite proud that his teammates, Angela and Melissa, have been with Counselor for 14 and 12 years and will do everything possible to make sure Danielle stays “forever”, as well. He’s a little nutty about college basketball, golf, and several other sports. In addition, he loves taking beach and golf trips with his family and is an avid reader.

Mark holds an Accounting degree from Virginia Commonwealth University as well as the CFP® and RICP® designations. He is life and health licensed in Virginia, has the 7 registration held through LPL Financial and the 66 registration held through both LPL Financial and Private Advisor Group.

Connect with Mark:

Twitter: @bleakleyva
Mark@BleakleyVa.com
www.bleakleyva.com

Justin and I share a similar passion: examining the intersections of fitness and finance. His journey has taken him down the path of becoming a financial planner for fitness professionals, and his work in this space is creating solutions for both in-person and online fitness coaches, along with inspiring other financial advisors who have decided to build a planning firm specifically for a focused community.

Get to Know Justin:

Justin founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. He's passionate about helping individuals grow their net worth while building an intentional business and focusing on serving their clients.

In his free time, Justin loves to spend time with his fiancée, family, and friends. He's usually in a gym or somewhere by the water. He loves to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during his downtime.

Justin is passionate about helping his peers build an intentional life that best serves them and their families.

He was feature on Investment News about his decision to work with online fitness coaches and fitness entrepreneurs.

Certified Financial Planner™ Professional
Master of Science in Personal Financial Planning, Kansas State University
Bachelors of Science in Sports Management, State University of New York at Cortland

Connect with Justin:
Twitter: @justingreenfp
Instagram: @justingreenfp

www.assistfp.com

Justin and I share a similar passion: examining the intersections of fitness and finance. His journey has taken him down the path of becoming a financial planner for fitness professionals, and his work in this space is creating solutions for both in-person and online fitness coaches, along with inspiring other financial advisors who have decided to build a planning firm specifically for a focused community.

Here's a little about Justin!

Justin founded Assist FP to help online fitness coaches and fitness entrepreneurs navigate the financial challenges associated with being a business owner. He's passionate about helping individuals grow their net worth while building an intentional business and focusing on serving their clients.

In his free time, Justin loves to spend time with his fiancée, family, and friends. He's usually in a gym or somewhere by the water. He loves to read business and personal growth books, listen to podcasts, binge documentaries, or watch Boston sports during his downtime.

Justin is passionate about helping his peers build an intentional life that best serves them and their families.

He was feature on Investment News about his decision to work with online fitness coaches and fitness entrepreneurs.

Certified Financial Planner™ Professional
Master of Science in Personal Financial Planning, Kansas State University
Bachelors of Science in Sports Management, State University of New York at Cortland

Connect with Him:
Twitter: @justingreenfp
Instagram: @justingreenfp

www.assistfp.com

Ramona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world.

"Life is not about waiting for the storm to pass... it is learning to dance in the rain."

- Pema Chodron

Ramona Maior has always been passionate about serving others and making a positive impact on her community. From her service in the United States Navy, to her service as a financial advisor, Ramona advocates for financial literacy and good stewardship of wealth within all communities including women, minorities and LGBTQ+.

With more than 10 years of financial services experience, Ramona seeks to build authentic relationships while implementing personalized investment plans, managing portfolios, and offering guidance on comprehensive financial planning topics.

Ramona provides a holistic approach to life planning and financial coaching while uncovering her client’s ideal life goals, navigating their values and money beliefs, and evolving their behavior to pursue those dreams. Additionally, her skills include Sales Leadership, Change Management, and Emotional Intelligence.

Her academic credentials include both a Bachelor’s degree in Business and a Master’s degree in Leadership from Grand Canyon University. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Series 7, and 63 with LPL Financial, Series 65 with WCG Wealth Advisors, LLC, as well as her Arizona, California, Oregon and Washington State Life Insurance licenses.

Ramona is a dedicated volunteer with Project Homeless Connect; Human Rights Campaign; United Way; Junior Achievement of Arizona and Southwest Behavioral & Health Services. In her spare time, she enjoys being in nature, meditation, traveling abroad, and reading.

- CERTIFIED FINANCIAL PLANNER™ Professional
- Personal CFO
- Financial Coach
- LGBTQ+, Financial, and Social Advocate
- Veteran Affiliate
- Mental Health Advocate
- Special Needs Consultant
- Holistic Wellness Coach

Twitter: @ramonacfp
website: www.familywmg.com

Ramona has an incredible skillset for working through obstacles. On one side of the coin, this has been borne through many moments of struggle beginning in childhood. On the other side of the coin, Ramona chose to own her experience and became determined to continue to evolve into the person who has the space and freedom to bring her skills and passions to this world.

"Life is not about waiting for the storm to pass... it is learning to dance in the rain."

- Pema Chodron

Ramona Maior has always been passionate about serving others and making a positive impact on her community. From her service in the United States Navy, to her service as a financial advisor, Ramona advocates for financial literacy and good stewardship of wealth within all communities including women, minorities and LGBTQ+.

With more than 10 years of financial services experience, Ramona seeks to build authentic relationships while implementing personalized investment plans, managing portfolios, and offering guidance on comprehensive financial planning topics.

Ramona provides a holistic approach to life planning and financial coaching while uncovering her client’s ideal life goals, navigating their values and money beliefs, and evolving their behavior to pursue those dreams. Additionally, her skills include Sales Leadership, Change Management, and Emotional Intelligence.

Her academic credentials include both a Bachelor’s degree in Business and a Master’s degree in Leadership from Grand Canyon University. She is a CERTIFIED FINANCIAL PLANNER™ Professional and holds Series 7, and 63 with LPL Financial, Series 65 with WCG Wealth Advisors, LLC, as well as her Arizona, California, Oregon and Washington State Life Insurance licenses.

Ramona is a dedicated volunteer with Project Homeless Connect; Human Rights Campaign; United Way; Junior Achievement of Arizona and Southwest Behavioral & Health Services. In her spare time, she enjoys being in nature, meditation, traveling abroad, and reading.

- CERTIFIED FINANCIAL PLANNER™ Professional
- Personal CFO
- Financial Coach
- LGBTQ+, Financial, and Social Advocate
- Veteran Affiliate
- Mental Health Advocate
- Special Needs Consultant
- Holistic Wellness Coach

Twitter: @ramonacfp
website: www.familywmg.com

In this episode, Curtis gets real with why he left the broker-dealer world and started his own investment firm dedicated to helping people connect their wealth with building a life they love.

A little about Curtis: Curtis is the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm, where he focuses on helping working professionals and retirees improve their financial life.

Before launching Quiet Wealth Management, Curtis was a Portfolio Manager and Advisor at UBS Financial Services and started his career at Merrill Lynch. His experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path.

Curtis' specialties include:
- Financial Planning
- Investment Management
- Tax Planning & Preparation
- Asset Protection
- Wealth Transfer & Legacy Planning
- Retirement Planning
- Income & Distribution Planning
- Charitable Giving

www.quietwealth.com

https://www.amazon.com/Quality-Time-Left-Curtis-Bailey-ebook/dp/B09QQV75MJ/ref=sr_1_4?keywords=curtis+bailey&qid=1653572232&s=books&sr=1-4