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Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. Itâs not just about money, itâs about life!Hosts:Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100âIrvine, 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 Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice. 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Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. Itâs not just about money, itâs about life!<br><br></p><p><b>Hosts:</b></p><p><b>Jared Tanimoto, CFP®<br></b>Sedai Wealth<br>530 Technology Dr, Suite 100<br>âIrvine, CA 92618<br><br><b>Jay Boekeloo, CFP®<br></b>High Note Financial<br>418 W Main St #1224<br>Battle Ground, WA 98604</p><p><br></p><p><b>Disclosures: <br></b>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 Note Financial LLC, nor any of its representatives may give legal or tax advice. Always consult with a tax or legal advisor. None of the information on the podcast should be considered investment advice. </p> 246 </div> 247 <label class="peer-checked:hidden font-bold cursor-pointer" for="show_more">Show More</label> 248 </div> 249</div> 250 251 </div> 252 <div> 253 <div id="contributors"> 254 <h1 class="text-4xl md:text-7xl">Contributors</h1> 255 <div class="max-w-3xl pt-6 md:pt-10"> 256 <article class="flex gap-6 md:gap-12 mb-10 md:mb-20">
257 <div class="text-center shrink-0"> 258 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTMyMDI0Mzk5LCJwdXIiOiJibG9iX2lkIn19--e7e767377d64312e98c09b231fd07f812a4e40e8/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/jt.jpg" /> 259 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 260 Host 261 </div> 262 </div> 263 <div dir="auto" class="text-sm md:text-base"> 264 <h2 class="text-2xl md:text-3xl font-bold">Jared Tanimoto, CFP</h2> 265 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 266 <p>Jared Tanimoto is a CERTIFIED FINANCIAL PLANNER⢠and founder of Sedai Wealth, a fee-only RIA based out of Irvine, CA, and has been working in the financial advisory industry for over 14 years. <br><br>Jared is an Investopedia Top 100 Advisor, an Investopedia Advisor Council founding member, and was nominated to InvestmentNewsâ 40 Under 40 list for 2021. He is also a past President of the Financial Planning Association of Orange County and is a member of Advisors in Philanthropy. <br><br>Outside his professional life, Jared and his wife live an active lifestyle with their two kids and enjoy anything that involves the outdoors. While out of the office, you can find him rock climbing, mountain biking, free diving, skiing, and playing golf. </p><p><br><br></p> 267 268</div> 269</div> 270 <a class="inline-block mt-4 underline hover:no-underline" href="https://www.sedaiwealth.com/">https://www.sedaiwealth.com/</a> 271 </div> 272</article> 273<article class="flex gap-6 md:gap-12 mb-10 md:mb-20"> 274 <div class="text-center shrink-0"> 275 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTMyMDI0Mzc0LCJwdXIiOiJibG9iX2lkIn19--9ee9ce58a7791aa706ad5cae757af40ea92237ea/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/jayb.jpg" /> 276 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 277 Host 278 </div> 279 </div> 280 <div dir="auto" class="text-sm md:text-base"> 281 <h2 class="text-2xl md:text-3xl font-bold">Jay Boekeloo, CFP</h2> 282 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 283 <p>Jay works as a Fee-Only Financial Planner in Vancouver, WA, where he has the privilege of working with incredible clients every day, learning about their unique backgrounds. By taking the time to understand their history and current beliefs regarding money, Jay helps clients create financial plans that leverage their strengths and financial behaviors to improve their chances of achieving their financial goals.<br><br></p><p>When not nerding out in finances at work, you'll likely find Jay recording songs in his home studio, training in various martial arts, or out on the baseball diamond with his wife Kelsey and son Conlan.</p> 284 285</div> 286</div> 287 <a class="inline-block mt-4 underline hover:no-underline" href="https://www.highnotefinancial.com/">https://www.highnotefinancial.com/</a> 288 </div> 289</article> 290 291 </div> 292 </div> 293 294 <div id="guests"> 295 <h2 class="mt-12 md:mt-20 pt-8 md:pt-12 text-4xl md:text-5xl text-[--primary-color] border-t">Guests</h2> 296 <div class="max-w-3xl pt-10"> 297 <article class="flex gap-6 md:gap-12 mb-10 md:mb-20"> 298 <div class="text-center shrink-0"> 299 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTMxMTE3NTE3LCJwdXIiOiJibG9iX2lkIn19--8b0405bb6c0cfe1d1534833bcb97df15531fa8e4/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/Brett%20Headshot.jpg" /> 300 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 301 Guest 302 </div> 303 </div> 304 <div dir="auto" class="text-sm md:text-base"> 305 <h2 class="text-2xl md:text-3xl font-bold">Brett Maikowski, CFP</h2> 306 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 307 <p>As a CERTIFIED FINANCIAL PLANNER⢠professional, Brett is dedicated to helping individuals and families optimize their financial lives to achieve their short- and long-term goals. He takes great pleasure in analyzing investments and financial products to provide personalized recommendations to each of his clients.</p><p><br>Brett graduated magna cum laude from Southeast Missouri State University (SEMO) in 2010 with a bachelorâs degree in Sport Management and a minor in Business Administration.<br><br></p><p>Brett met his wife, Ashley, at SEMO in 2008, and they have been married since 2014. They have tw
307o daughters, Scarlett and Natalie, and a son named Owen. In their free time, they enjoy spending time together outdoors, exploring trails, parks, and lakes.</p><p><br></p> 308 309</div> 310</div> 311 <a class="inline-block mt-4 underline hover:no-underline" href="https://www.mywealthmetrix.com/">https://www.mywealthmetrix.com/</a> 312 <h3 class="pt-8 font-bold">Guest appearance on:</h3> 313 <ul> 314 <li><a class="underline hover:no-underline" href="/2395696/episodes/18870606-built-different-the-fitness-habits-that-drive-business-success-with-pro-bodybuilder-trainer-devon-grogans">Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans</a></li> 315 </ul> 316 </div> 317</article> 318<article class="flex gap-6 md:gap-12 mb-10 md:mb-20"> 319 <div class="text-center shrink-0"> 320 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY0NDIwOTIwLCJwdXIiOiJibG9iX2lkIn19--e44efe67af1525638843643694097476dd025cfa/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/Daleele%20Alison_RooksDM_Headshot.jpg" /> 321 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 322 Guest 323 </div> 324 </div> 325 <div dir="auto" class="text-sm md:text-base"> 326 <h2 class="text-2xl md:text-3xl font-bold">Daleele Alison</h2> 327 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 328 <p>Daleele Alison is a technology leader, entrepreneur, and Microsoft Partner committed to helping businesses save time by operating more efficiently. As the CEO and cofounder of RooksDM, he believes the right technology can drive efficiency and growth - ultimately helping businesses go further.</p><p><br></p><p>Always passionate about technology, Daleele was introduced to computers at a young age and launched his first business selling mix CDs at the flea market. Over time, his drive to solve business challenges through technology grew, leading him to start RooksDM.</p><p><br></p><p>He enjoys traveling, exploring local coffee shops, and spending time with his wife and dog. Always looking to bring people together, he has built communities around professional growth and discovering the best coffee shops in the city. Have a favorite spot? Let him know!</p><p>Stay connected with Daleele on LinkedIn â<a href="https://www.linkedin.com/in/daleele-alison/"> click here</a> to follow him.</p> 329 330</div> 331</div> 332 <a class="inline-block mt-4 underline hover:no-underline" href="https://www.linkedin.com/in/daleele-alison/">https://www.linkedin.com/in/daleele-alison/</a> 333 </div> 334</article> 335<article class="flex gap-6 md:gap-12 mb-10 md:mb-20"> 336 <div class="text-center shrink-0"> 337 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTY4Nzk4NjgyLCJwdXIiOiJibG9iX2lkIn19--9d5d2d84f7b1e557409987da00abe8f3dea172b8/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/1773156423504.png" /> 338 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 339 Guest 340 </div> 341 </div> 342 <div dir="auto" class="text-sm md:text-base"> 343 <h2 class="text-2xl md:text-3xl font-bold">Devon Grogans</h2> 344 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 345 <p>Devon Grogans is a Fitness and Health expert, providing you with information and reviews from diets to
345supplements and everything in between.</p><p><br>Training Inquiries<br><a href="https://www.youtube.com/redirect?event=channel_description&redir_token=QUFFLUhqbUlpWVR4a2xsZUxUX2VmR01BUU11aTlmWk1Md3xBQ3Jtc0tudTExNElkb29HNE1wWUJobm5kMzhETUZ1VzlWanZBa0t5azB0OWd0NnU1MUVWWDVkaDZVY09Hd19tUnZSLV82NlBSUjlJMzItU2JaUmlBZEZzSDM2dk1udU4tLV9peFJld2psMnBBVEVvT005dG9Ucw&q=https%3A%2F%2Fnxtlevel-training.com%2F">nxtlevel-training.com</a></p><p><br></p><p>E-Mail: [email protected]</p><p>LinkedIn: <a href="https://www.linkedin.com/in/devon-grogans-ab345262/">https://www.linkedin.com/in/devon-grogans-ab345262/</a></p><p>Facebook: <a href="https://www.facebook.com/dgrogans/">https://www.facebook.com/dgrogans/</a></p><p>Youtube: <a href="http://www.youtube.com/@DGro39">http://www.youtube.com/@DGro39</a></p><p> <b><br></b><br></p> 346 347</div> 348</div> 349 <a class="inline-block mt-4 underline hover:no-underline" href="https://nxtlevel-training.com/">https://nxtlevel-training.com/</a> 350 <h3 class="pt-8 font-bold">Guest appearance on:</h3> 351 <ul> 352 <li><a class="underline hover:no-underline" href="/2395696/episodes/18870606-built-different-the-fitness-habits-that-drive-business-success-with-pro-bodybuilder-trainer-devon-grogans">Built Different: The Fitness Habits That Drive Business Success with Pro Bodybuilder & Trainer Devon Grogans</a></li> 353 </ul> 354 </div> 355</article> 356<article class="flex gap-6 md:gap-12 mb-10 md:mb-20"> 357 <div class="text-center shrink-0"> 358 <img alt="Headshot" class="w-20 md:w-36 h-20 md:h-36 rounded-full object-cover object-center" loading="lazy" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTU2NzA2MzUzLCJwdXIiOiJibG9iX2lkIn19--ecaeb8f7a300f9d75907712224df260cca5a08df/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fbGltaXQiOlsxMDgwLDE0NDAseyJjcm9wIjoiY2VudHJlIn1dLCJzYXZlciI6eyJxdWFsaXR5Ijo2MH0sImNvbG91cnNwYWNlIjoic3JnYiJ9LCJwdXIiOiJ2YXJpYXRpb24ifX0=--355526e0ad8d751b2d7838e573060e1c9e6162cc/nicole%20b&w%20smile%20hallway.jpg" /> 359 <div class="inline-block mt-4 py-1 px-3 text-sm md:text-base text-gray-800 font-bold bg-gray-200 rounded-full"> 360 Guest 361 </div> 362 </div> 363 <div dir="auto" class="text-sm md:text-base"> 364 <h2 class="text-2xl md:text-3xl font-bold">Nicole Middendorf, CDFA</h2> 365 <div class="pt-2 [&_p]:mb-4"><div class="trix-content"> 366 <p>Nicole is a knowledge junkie, a mentor, and a born coach. She is an entrepreneur who has run her own business since 2003. Nicole is the author of five books, and the mother of two phenomenal children. She is also a world traveler, a philanthropist, and an accomplished public speaker.</p><p><br></p><p>As a speaker Nicole shares a real-life perspective on life and happiness with audiences across the country. Her primary goal is to inspire others to make real change in their lives by taking complicated things and making them easy to understand and giving actionable items to make change.</p><p><br></p><p>Nicole loves to work hard to empower individuals to make crucial, positive changes in their own lives. Nicoleâs books have received local and national press coverage. She has become known for her thoughtful concise quotes, relaxed on-air presence, and articulate delivery during both radio and television interviews.</p> 367 368</div> 369</div> 370 <a class="inline-block mt-4 underline hover:no-underline" href="https://prosperwell.com/our-team/nicole-n-middendorf-cdfa/">https://prosperwell.com/our-team/nicole-n-middendorf-cdfa/</a> 371 </div> 372</article> 373 374 </div> 375 </div> 376 </div> 377</main> 378 379 380 <footer class=" bg-gray-50 mt-8 p-12 border-gray-100 border-t theme-[dark]:border-transparent theme-transparent"> 381 <div class="justify-items-center grid mx-auto text-center"> 382 <img alt="For The Wealth of It Artwork" class="size-12 md:size-20 rounded-md" src="https://www.forthewealth.com/rails/active_storage/representations/redirect/eyJfcmFpbHMiOnsiZGF0YSI6MTMxMTE2MzY0LCJwdXIiOiJibG9iX2lkIn19--078c8d7398328766d55e4095bbf865f8f0ff77ff/eyJfcmFpbHMiOnsiZGF0YSI6eyJmb3JtYXQiOiJqcGciLCJyZXNpemVfdG9fZmlsbCI6WzE0MDAsMTQwMCx7ImNyb3AiOiJjZW50cmUifV0sImRlZmF1bHRfdXJ
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