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28  <meta name="twitter:description" content="Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life!Hosts:Jared Tanimoto, CFP®Sedai Wealth530 Technology Dr, Suite 100‍Irvine, 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.&nbsp;">
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241  <h1 dir="auto" class="block md:hidden pt-4 px-5 text-4xl text-center">For The Wealth of It</h1>
242    <div  dir="auto" class="pt-2 md:pt-6 pb-6 px-5 md:px-0 text-center md:text-start">
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245        <p>Embark on a wealth-building journey with ‘For the Wealth of It’. Two millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s 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>‍Irvine, 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.&nbsp;</p>
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254        <h1 class="text-4xl md:text-7xl">Contributors</h1>
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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.&nbsp;<br><br>Jared is an Investopedia Top 100 Advisor, an Investopedia Advisor Council founding member, and was nominated to&nbsp; InvestmentNews’ 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.&nbsp;<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.&nbsp; While out of the office, you can find him rock climbing, mountain biking, free diving, skiing, and playing golf.&nbsp;</p><p><br><br></p>
267
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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
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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
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286</div>
287    <a class="inline-block mt-4 underline hover:no-underline" href="https://www.highnotefinancial.com/">https://www.highnotefinancial.com/</a>
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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 bachelor’s 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
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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 &amp; 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" />
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323    </div>
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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 –<a href="https://www.linkedin.com/in/daleele-alison/"> click here</a> to follow him.</p>
329
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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&amp;redir_token=QUFFLUhqbUlpWVR4a2xsZUxUX2VmR01BUU11aTlmWk1Md3xBQ3Jtc0tudTExNElkb29HNE1wWUJobm5kMzhETUZ1VzlWanZBa0t5azB0OWd0NnU1MUVWWDVkaDZVY09Hd19tUnZSLV82NlBSUjlJMzItU2JaUmlBZEZzSDM2dk1udU4tLV9peFJld2psMnBBVEVvT005dG9Ucw&amp;q=https%3A%2F%2Fnxtlevel-training.com%2F">nxtlevel-training.com</a></p><p><br></p><p>E-Mail: [email protected]</p><p>LinkedIn:&nbsp;<a href="https://www.linkedin.com/in/devon-grogans-ab345262/">https://www.linkedin.com/in/devon-grogans-ab345262/</a></p><p>Facebook:&nbsp;<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>&nbsp;<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 &amp; 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&amp;w%20smile%20hallway.jpg" />
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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. Nicole’s 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
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