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Advice First - Podcast

Advice First

They’re out to sell you something. This is Advice First.

Money Finance Advice Mindset Sales Investing Business Entrepreneur Marketing Growth Entrepreneurship
Update frequency
every 14 days
Average duration
41 minutes
Episodes
39
Years Active
2020 - 2025
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The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel

The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel

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 discovere…

00:30:00  |   Wed 24 Mar 2021
Fearing Regret not Failure: Your Recipe For Success with Tony Velasco

Fearing Regret not Failure: Your Recipe For Success with Tony Velasco

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 le…

00:38:36  |   Wed 17 Mar 2021
Tackling Student Loan Debt & Advancing Healthcare Along the Way with Dr. Brian Ostick, MD

Tackling Student Loan Debt & Advancing Healthcare Along the Way with Dr. Brian Ostick, MD

What a phenomenal conversation with Dr. Brian Ostick, MD, ER Physician and Chief of Staff at Valley Presbyterian Hospital in Southern California. Dr. Ostick shares how he and his wife, Dr. Aimee Osti…

00:33:36  |   Wed 10 Mar 2021
How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla

How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla

Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of en…

00:36:22  |   Wed 03 Mar 2021
How to Plan (and Pay) for College with Rudy Herera

How to Plan (and Pay) for College with Rudy Herera

Rudy Herrera is the founder and CEO of College Assurity.  Throughout his life Rudy coached various sports teams and in 2005 he Founded a Club softball organization (10U-18gold) that helped close to 2…

00:32:47  |   Wed 24 Feb 2021
The Six Pillars of Business Success with Roger Doumanian

The Six Pillars of Business Success with Roger Doumanian

Incredible episode with Roger Doumanian - Attorney, speaker, author, coach, consultant.

How to find Roger: https://www.rogerdoumanian.com

Roger's book: https://www.6pillars.com

Facebook: https://www.fa…

00:26:39  |   Wed 17 Feb 2021
Living (and loving) Your Authentic Self with Ryan Miller

Living (and loving) Your Authentic Self with Ryan Miller

In this episode, Ryan Miller joins us in studio to lay down the law on all things #authenticity. In such a noisy world, how do we stand out? How do we find our own message? Our own purpose? Ryan shar…

00:45:15  |   Wed 10 Feb 2021
The Elon Musk of Business Risk Management, Christian Moore

The Elon Musk of Business Risk Management, Christian Moore

Hey podcast listeners, on today's episode of the advice first podcast we get time with Christian Moore Christian's a co-founder of MaxPro Insurance Solutions out here in southern California and they …

00:39:33  |   Wed 03 Feb 2021
Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen

Where There's a Will There's a ... Probate? with Estate Planning Specialist, Andrew Cohen

Hey podcast listeners, on today's episode of the Advice First podcast we have Fred Wachtel with Prosperitas Financial yet again and his good friend Andrew Cohen.  Andrew is an estate planning attorne…

00:35:38  |   Wed 27 Jan 2021
What Your Body is Trying To Tell You with Doctor Guy - Naturopathic Doctor & Hormone Specialist

What Your Body is Trying To Tell You with Doctor Guy - Naturopathic Doctor & Hormone Specialist

On this episode we sit down with Doctor Guy Citron and Christopher Ingram with Prosperitas Financial.  Doctor Guy is a naturopathic doctor in Los Angeles California, a phenomenal individual, and fran…

00:57:01  |   Wed 20 Jan 2021
Alternative Assets with Classic Car Legend Steve Ingram

Alternative Assets with Classic Car Legend Steve Ingram

Hey, podcast listeners on today's episode of the advice first podcast we interview Steve Ingram and his son Christopher Ingram now Christopher is a financial advisor with Prosperitas Financial and St…

00:47:50  |   Wed 13 Jan 2021
Marrying your Tax Plan and Your Financial Plan with Jorge Perazzo, CPA

Marrying your Tax Plan and Your Financial Plan with Jorge Perazzo, CPA

Hey podcast listeners on today's episode of the advice first podcast we sit down with Jorge Parazzo and Fred Wachtel with Prosperitas Financial. Jorge is a certified public accountant here in Santa C…

00:43:17  |   Wed 06 Jan 2021
It All Starts With Your Gut with Real Andrews

It All Starts With Your Gut with Real Andrews

Hey podcast listeners, welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas Financial yet again with his good friend Real Andrews. Real…

00:32:08  |   Wed 30 Dec 2020
Avoiding Insurance Pitfalls with Enrique Borja

Avoiding Insurance Pitfalls with Enrique Borja

Hey podcast listeners welcome to another episode of the advice first podcast on today's episode we interview Fred Wachtel with Prosperitas financial and Enrique Borja.  Enrique owns two property casu…

00:49:16  |   Wed 23 Dec 2020
Pivoting to Success: Michael Anthony Photography

Pivoting to Success: Michael Anthony Photography

Hey podcast listeners on this episode we sit down with Mike and Jen from Michael Anthony photography.  Mike and Jen are not just any average photographers they run a wedding specialty photography bus…

00:37:56  |   Wed 16 Dec 2020
Protecting Your Assets from Long Term Care Expenses with Scott Zimmerman

Protecting Your Assets from Long Term Care Expenses with Scott Zimmerman

In this episode, we invite Scott Zimmerman into the studio to talk about the realities of long term care in our current environment. Long Term Care is a blanket term referring to home health care, as…

00:31:55  |   Wed 09 Dec 2020
Recover Your Body, Recover Your Business with Troy Yudin

Recover Your Body, Recover Your Business with Troy Yudin

In this episode, we asked Troy Yudin, founder of ICE Recovery & Wellness (Valencia, CA), to share his experience as a business owner who lost 47% of his revenue in March 2020 due to COVID-19. Not onl…

00:45:43  |   Wed 02 Dec 2020
Financial Headlines are Costing You Money, with Chris Ingram

Financial Headlines are Costing You Money, with Chris Ingram

In this episode, we grab time with Christopher Ingram, CEO & Founder of Prosperitas Financial, to find out how those sneaky financial media headlines are affecting our finances. Chris shares some sta…

00:41:51  |   Wed 02 Dec 2020
1. Welcome to Advice First

1. Welcome to Advice First

Welcome to the Advice First Podcast, presented by Prosperitas. In this episode, we highlight what you can expect from the Advice First podcast for the long haul; some of our guests, topics, and all a…

00:05:16  |   Thu 02 Jul 2020
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