walter@thirdwheelmedia.com

S3 E11: Tax Planning with the Power of Zero

Over the past 20 years, David McKnight has helped put thousands of Americans on the road to a zero percent tax bracket and has received national recognition for his work. Today he joins the show to share his journey, explain his philosophy on taxes, and break down the tax trajectory our country’s is on.

Read More

S3 E10: The Authentic Story of Struggle and Success with Marques Ogden

We were able to catch up with Marques Ogden recently to pick his brain on some of the areas where he’s really excelled and hopefully glean a little wisdom along the way. Once you hear his journey and all of the lows he had to experience before reaching the highs, you’ll have a better appreciation for all he’s accomplished.

Read More

S3 E9: Staying Truly Independent with Co-Chief Executive Officer at FIG

The Co-Chief Executive Office at Financial Independence Group joins us today to discuss his journey to a leadership role, how FIG gives advisors a competitive advantage and much more about the future of advising at FIG.

Read More

S3 E8: Leadership Learned Through a Decorated Naval Career

Today we’re taking a break from the financial services industry and turning our attention to leadership. There aren’t many places where you’ll find better examples of this than our military, where officers are some of the best leaders in the world.

Read More

S3 E7: Faith-Based Planning Strategies with Crystal Clear Finances

Today we welcome the founder and CEO of Crystal Clear Finances to the show to share her passion for financial planning and education. Crystal and her business have a very unique way of constructing portfolios by using life insurance and faith-based investing, and that separates her from other professionals.

Read More

S3 E6: Taking Ownership of Your Career with NFL Coach Pete Hoener

Winning a football game is a lot like winning in business, there are a lot of parallels between these two industries and we are going to explore those similarities today with our guest, sports legend and NFL Coach, Pete Hoener.

Read More

S3 E5: Making the Most Out of Your Marketing Plan

The Director of Marketing at FIG’s marketing agency, All Points Media joins us on today’s episode to unpack marketing trends and strategies independent advisors need to be aware of when it comes to gaining leads. Tom is helping FIG advisors make the most out of their marketing plans and the money they put into those plans.

Read More

S3 E4: Facts and Logic in Marketing and Sales

On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.

Read More

S3 E3: Using First Party Data with Lone Beacon

On today’s episode, we are joined by a pioneer at Lone Beacon who is revolutionizing their marketing platform with a turnkey digital solution. Mike has helped develop one of the leading independent advisor marketing tools in the industry.

Read More

S3 E2: Becoming an Integrated Advisor with Alphastar

On today’s episode, Sean, the Chief Sales officer at Alphastar Capital Management joins us to discuss his journey to Alphastar, risk protection, structured notes, unique solutions for wealthy clients, and more.

Read More