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For The Wealth of It: Daily Summaries Delivered
by Jared Tanimoto, Jay Boekeloo
Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604Disclosures: Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Not
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago22 min
Your Business Is NOT Your Retirement Plan… Yet!
Is your business your retirement plan? For many entrepreneurs and small business owners, the answer is yes, but relying on the future sale of your business to fund retirement could be a costly mistake. In this episode of For The Wealth Of It, CERTIFIED FINANCIAL PLANNERS™ Jay Boekeloo, CFP®, and Jared Tanimoto, CFP®, explore the challenges of building a successful business while also building long-term personal wealth. Drawing on their experiences as both financial advisors and business owner...
- 1 weeks ago39 min
Leaving Corporate America to Build a Wealthier Life with Mark Marcus
What if building a wealthier life meant walking away from a successful career? In this episode of For The Wealth Of It, co-hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Mark Marcus, a former Vanguard professional turned real estate investor, entrepreneur, and business owner, to explore his decision to leave corporate America in pursuit of something more valuable: financial freedom, family time, and a more fulfilling life. From paying off nearly $200,000 in student loan...
- 2 weeks ago48 min
What Wall Street Is Missing About AI and Investing with Kai Wu
What if some of the most valuable assets a company owns aren't even reflected on its balance sheet? In this episode of For The Wealth Of It, hosts Jay Boekeloo, CFP®, Jared Tanimoto, CFP®, and Brett Maikowski, CFP®, sit down with Kai Wu, founder of Sparkline Capital, Harvard graduate, and former investment professional at GMO under legendary investor Jeremy Grantham. Kai shares how artificial intelligence is transforming the investment landscape by uncovering hidden value in companies; from b...
- Mar 18, 202654 min
Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans
In this episode, Brett, Jared, and Jay sit down with IFBB pro bodybuilder and entrepreneur Devon Grogans to break down the habits, discipline, and mindset that translate from the gym to building multiple businesses. From consistency and structure to overcoming setbacks, Devon shares how the same principles that build a strong body can also build a successful career. If you’re looking for practical ways to level up in life and business, this conversation carries its weight!
- Feb 17, 202641 min
There's No Perfect Time: Leaving Corporate To Start Your Own Business with Daleele Alison
In this episode, Daleele shares what it really looked like to walk away from a stable job and go all-in on building a tech consulting company. He breaks down the practical side of preparing for the leap—paying down debt, building a cash runway, and using a “worst case scenario” test to manage the fear of uncertainty. Daleele also opens up about the grind of the early years (yes, seven-day workweeks) and how he eventually found better systems to regain ownership over his time.
- Oct 21, 202541 min
Don’t Wait for Someday: How to Design a Life That Matters and Start Living It Now with Nicole Middendorf, CDFA
After losing nearly everything - her marriage, her business, and her sense of self -Nicole Middendorf, CDFA, rebuilt her life from the ground up. In this inspiring conversation, Nicole shares how she transformed personal hardship into a movement: The Live It List™. What began as a simple bucket list became a life philosophy that helps people stop waiting for “someday” and start living intentionally now. Nicole discusses the power of choosing experiences over things, surrounding yourself with ...
- Sep 27, 202529 min
$10 Billion Lakers Deal: Why Simple Return Calculations Don't Tell the Whole Story
In this episode, Jay, Brett, and Jared dive into the financial implications of the Los Angeles Lakers' recent $10 billion sale by the Buss family. The hosts examine the viral social media claims about the investment's returns, breaking down the difference between absolute and annualized returns. They explore why comparing a sports franchise investment to S&P 500 returns is problematic, discussing factors often overlooked in such comparisons: cash flows, expenses, taxes, inflation, lifesty...
- Jul 31, 202518 min
Lessons from Our Guests: What We've Learned About Living Intentionally
Join Jay, Jared, and Brett as they take a reflective look back at the diverse guests who have shared their stories on For the Wealth of It. In this introspective episode, the three CERTIFIED FINANCIAL PLANNERS® discuss the common threads they've discovered among their guests - from Wall Street executives to barbers to dietitians - and how each has redefined what it means to live a wealthy life. The hosts explore key takeaways including the power of living with intention, the importance of sys...
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About For The Wealth of It
Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100Irvine, CA 92618Jay Boekeloo, CFP®High Note Financial418 W Main St #1224Battle Ground, WA 98604Disclosures: Jared Tanimoto is an Investment Adviser Representative offering advisory services through Sedai Wealth Partners LLC, a Registered Investment Adviser. Jay Boekeloo is an Investment Adviser Representative offering advisory services through High Note Financial LLC, a Registered Investment Adviser. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Sedai Wealth Partners LLC or High Not
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