Category Archives: Business Professionals and Financial Advisors

Business Professionals and Financial Advisors, Interviews, Retirement

How a Couple Built $9 Million Starting in Their 40s (and What You Can Learn)

When it comes to building wealth, time is the most valuable and most underestimated asset people have.

Yet too often, individuals tell themselves they’ll start “later,” once they have more savings, fewer expenses, or a clearer plan. Unfortunately, later can turn into years of lost growth, missed compounding, and postponed dreams.

Stephen Wilson, CFP®, has seen firsthand how waiting can impact a client’s future. Many people believe investing is only for those with large sums to spare, but in reality, small, consistent contributions made early in life can grow into significant wealth over time.

On the flip side, delaying even a few years can mean the difference between financial independence and struggling to catch up.

It goes way beyond just building a retirement fund. It’s about securing options, reducing stress, and knowing that your financial future is under control.

Whether you’re in your 20s, 30s, or 40s, the earlier you start, the more flexibility you’ll have later. Continue reading How a Couple Built $9 Million Starting in Their 40s (and What You Can Learn) →

Business Professionals and Financial Advisors, Interviews, Investing

Why Panic Selling Costs Investors Millions – Insights from Dave Sather, CFP® & CEO of a $2B Advisory Firm

The stock market has a way of stirring up strong emotions, especially when headlines scream about record highs or sudden crashes. But reacting to fear or hype can be one of the costliest mistakes an investor makes.

Dave Sather, CFP®, has built a career and a $2 billion advisory firm on successfully guiding clients through booms, busts, and everything in between.
His advice? Step back from the noise, focus on what actually drives long-term value, and resist the urge to follow the crowd.

His message is refreshingly straightforward: discipline beats hype.

In this insightful interview, Sather shares why chasing fads or selling in a panic rarely ends well, how disciplined planning can protect you from costly missteps, and why “cheap” investments aren’t always the best ones.

You’ll hear practical strategies from maximizing tax-advantaged accounts to keeping your estate plan current that help clients weather market volatility without sacrificing growth. Continue reading Why Panic Selling Costs Investors Millions – Insights from Dave Sather, CFP® & CEO of a $2B Advisory Firm →

Business Professionals and Financial Advisors, Finance, Investing

Discover Smarter Investing with Edward Papier, CIMA®, Certified Financial Fiduciary®

When it comes to building and protecting wealth, most investors stick to the usual suspects: stocks, bonds, mutual funds. But what if you could tap into investment opportunities that aren’t tied to the rollercoaster of public markets—ones that offer stable income, tax advantages, and non-correlated diversification?

In this interview, we sit down with Edward Papier, CEO and Founder of Amadeus Wealth Alternatives, to explore exactly that. With decades of experience, an MBA from NYU, and credentials in fiduciary investing, mergers & acquisitions, and alternative assets, Ed brings a rare level of depth and clarity to the often-confusing world of private investing. Continue reading Discover Smarter Investing with Edward Papier, CIMA®, Certified Financial Fiduciary® →

Business Professionals and Financial Advisors, Interviews

Interview with Leading Award-Winning California Business Broker Steve Sharp

Selling a business isn’t just a financial transaction—it’s often the emotional exit from years of hard work, long nights, and personal sacrifice. That’s why for small business owners in California, finding the right broker isn’t just helpful—it’s essential.

One name that comes up again and again among satisfied clients is Steve Sharp, founder of Sharp Business Brokers. With a background as a successful entrepreneur himself—and a long list of credentials including Certified Business Broker (CBB), Certified Business Intermediary (CBI), and decades of real-world experience—Sharp brings a rare combination of empathy, insight, and negotiation expertise to the business transfer process. Continue reading Interview with Leading Award-Winning California Business Broker Steve Sharp →