Chef to CEO: Aaron Chamberlin's Recipe for Success
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
1w ago
Today, I’m talking to my good friend and serial entrepreneur Aaron Chamberlin. Aaron is a well known chef here in the Phoenix area who has owned a number of restaurants, including Saint Francis, Taco Chelo, and Phoenix Public Market, diversified across industries, and achieved success in a field notorious for its extraordinary challenges.  In our conversation, Aaron shares lessons from his 37 years in the restaurant business. You’ll hear the story of how he honed his skills under Jean-Georges Vongerichten, why it’s so common for “successful” restaurants to barely turn a profit, and the ha ..read more
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Meditation, Mindfulness and Living with Intention with Elizabeth Winkler
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
1M ago
If you’re growing a business and a family, you’re probably more than a little familiar with moments of chaos. And if you’re listening to this podcast, you probably know how it feels to have too much on your plate and perhaps wondered how to make positive, powerful shifts in the face of big challenges.  Today, I’m excited to introduce you to my friend and mentor Elizabeth Winkler. Elizabeth is a Licensed Marriage and Family Therapist and Certified Meditation Teacher, and her work has helped thousands of people all over the world. In today’s episode, we dig into the power of mindfulness, ho ..read more
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How the 2024 Election Could Impact the Economy, Your Finances, and Your Retirement Savings
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
1M ago
For many people, election years bring a lot of stress. That’s especially true in the most recent elections. Media coverage is 24/7, and there are new polls and promises in the headlines, which can cause uncertainty among investors. So today, I’m jumping on the mic with John Gengle, a Financial Advisor at Bayntree Wealth, to discuss what history has taught us about previous election years and what to expect from this one.  In our conversation, you’ll hear how changes to which party is in power rarely lead to a significant impact on the economy, how fixed-income investments have been underv ..read more
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Challenges, Choices, and Triumphs: An Aussie's American Dream in Arizona with Adrian Heyman
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
1M ago
Building a successful career in an incredibly competitive real estate market doesn’t happen by accident, especially when your area of expertise is luxury residential real estate. Today’s guest has climbed to the top and is recognized as one of Arizona’s top real estate advisors. As you’ll hear, tremendous success doesn’t happen without developing great partnerships and long-term relationships. Adrian Heyman is a Real Estate Advisor at The Agency, a luxury real estate firm in Scottsdale, AZ. Adrian was The Agency’s top-producing agent from 2018-2021 and reclaimed the title in 2023. In addition ..read more
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Unlocking the Wealth Mindset to Create the Future You Want with Anne Lester
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
2M ago
It’s very easy to rack up credit card debt. It’s much more difficult to pay it off and considerably tougher to set yourself up for long-term financial success, to make good long-term decisions, or to avoid falling into classic pitfalls managing debt–especially for younger generations entering the workforce.  I’m thrilled to share this conversation with Anne Lester. Anne is a retirement expert, speaker, media commentator, and author of a new book titled How to Save Smart Now for the Future You Want. Anne was the Head of Retirement Solutions for JPMorgan Asset Management for 20 years, where ..read more
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Leveraging the Power of AI and LinkedIn to Grow Your Business with Joe Apfelbaum
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
3M ago
Today, I’m joined by Joe Apfelbaum. Spoiler alert! This episode is jam-packed with energy and passion. If you’re interested in how AI, ChatGPT and LinkedIn can be used to its full potential to grow your businesses, this episode is for you.. Joe Apfelbaum is an accomplished author, speaker, Certified Google Trainer, and the Founder and CEO of Ajax Union. Joe is a B2B marketing and LinkedIn Expert who has helped over 1,100 clients with digital marketing and getting the most out of LinkedIn.  In our conversation, you’ll hear why Joe believes all business owners should get to know how to use ..read more
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How Andrew The Home Buyer Became a Household Name with Kyle Wyloge
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
4M ago
Anyone living in Arizona, Nevada, or Utah has likely seen the TV commercials and the billboards for Andrew The Home Buyer. Today, you’ll get a glimpse of the man who created the company that keeps growing year after year. Kyle Wyloge is a serial entrepreneur and the Founder of Andrew the Home Buyer. After several years of grinding in real estate and building his sales team, he decided to create a TV commercial in 2019. This became a pivotal moment in their growth and marketing strategy with more leads coming to them versus the outbound sales model. Fast forward to today, Kyle has scaled t ..read more
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The Importance of Financial Literacy with Vince Shorb
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
4M ago
It’s fair to say that our education system is flawed, but that’s especially true when it comes to educating kids about money. Financial literacy still isn’t being taught in schools no matter how much we talk about it–and what you do learn is the same stuff that was being taught 20 or 30 years ago.  Today’s guest, Vince Shorb, is on a mission to change that. He’s the CEO of the National Financial Educators Council. After spending 15 years in financial services, he’s developed over 2500 financial education programs and is empowering students through financial literacy.  Vince’s work ha ..read more
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The Importance of Financial Literacy with Vince Shorb
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
4M ago
It’s fair to say that our education system is flawed, but that’s especially true when it comes to educating kids about money. Financial literacy still isn’t being taught in schools no matter how much we talk about it–and what you do learn is the same stuff that was being taught 20 or 30 years ago.  Today’s guest, Vince Shorb, is on a mission to change that. He’s the CEO of the National Financial Educators Council. After spending 15 years in financial services, he’s developed over 2500 financial education programs and is empowering students through financial literacy.  Vince’s work ha ..read more
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Helping Small Businesses Build a Powerful Marketing Funnel
Your Wealth & Beyond: The Financial Planning Podcast
by Andrew Rafal
4M ago
Building online businesses is tough–and closing that first deal can make or break your business. So many of us have been there, but today’s guest found a way through–and he’s here to talk about how he did it.  Brian is the co-founder of Rotive, a Salesforce partner that helps small businesses automate their processes through the power of Sales Cloud & Pardot. Brian started with Salesforce in his college days, working in sales and eventually becoming an account executive.  In today’s episode, we get into how Brian positioned himself, with a unique focus on YouTube, to become an ex ..read more
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