Wealth & Life Podcast

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Episode 10

Learn how presidential elections can affect the market and your finances.
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Episode 10

Learn how presidential elections can affect the market and your finances.
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Episode 9

We are always planning for exciting events in our lives, such as retirement or having children, but part of our wealth management should be planning for those unforeseen events as well. Today Tony has two special guests to help him discuss this topic.
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Episode 8

Taxes are one of our largest expenses in life, and proper planning in this area can make a huge difference. So today Taki Bitounis, Certified Public Accountant and Managing Partner at Pappas & Bitounis CPAs, joins Tony on the show to discuss high impact personal and business tax planning strategies.
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Episode 7

In today's competitive capital markets, it is important to be on the same page when it comes to investment strategy and philosophy. Christian Newton, Vice President of Dimensional Fund Advisors, joins the show today to share his philosophy on investments and how he helps financial advisors to leverage Dimensional’s capital markets research.
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Episode 6

With the COVID-19 crisis—or any crisis we run into—we tend to look back at the business and financial decisions we’ve made to see how they are helping or hurting us. In this episode, John Furey, Managing Partner of Advisor Growth Strategies, joins Tony to discuss how you can put plans in place...
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Episode 5

There are a lot of misconceptions and overlooked areas of insurance plans and how they can help secure your business. Kurt Thomas joins the show today to discuss planning for the future of your business, as well as how to navigate the available insurance options.
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Episode 4

The families and businesses we work with have done a good job saving and growing wealth and we want to protect it. Michelle Hirsch from Brunswick Companies, a property and casualty insurance brokerage firm, joins the show today to share how you can keep your family or business safe.
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Episode 3

Dr. John Oswald joins the show today to share his career journey into dentistry and practice ownership, as well as the lessons he learned along the way. Tony and John discuss how important it was to not only learn how to be a good dentist but also how to be good at business. Listen in to get some great insight on the value of delegating, reaching out for help when you need it, and more.
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Episode 2

Estate planning can be a challenging and even uncomfortable topic, but it is something that we all must think about in order to ensure our loved ones are taken care of and prepared for when we are no longer here. Today Cindy Steeb of CLS Consulting joins the show to discuss estate planning...
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Episode 1

Welcome to Wealth & Life, where host and Certified Financial Planner Tony D’Amico shares insights, interviews, and a behind-the-scenes look into wealth management. In this opening episode, Tony sits down with the former VP of marketing and programming...
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Ep #03: Bootstrapping Ownership with Dr. John Oswald

Ep #02: Estate Planning and Passing on Wealth with Cindy Steeb

Ep #01: Building A Dream Career with Local Legend Kevin Salyer