We found 2 episodes of Off The Dome Radio with the tag “wealth management”.
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Episode 219: The Importance of Genuine Curiosity, The Right Way to Approach Personal Development, and Personal Accountability Mindset Shifts
Episode | November 23rd, 2023 | 1 hr 24 mins
bibibop, copywriting tips, corporate resume, gary v, health and wellness tips, how to have healthy conversations, informational interviews, mental health, mindset shifts, nietzche, resume writing tips, sweet green, wealth management
Dive into this episode where we blend personal growth, professional insights, and diverse discussions. We begin with Slager's discovery of Sweet Green, a potential rival to BiBibop, and reflect on the importance of genuine curiosity from our chat with Ryan Danley. Tim shares how he's reshaped Slager's view on diverse opinions, while Slager discusses his strategic approach to wealth management. Tim brings life lessons from his first professional pickleball tournament and updates on his corporate resume project. We also explore networking strategies and Slager's latest writing ventures in the cannabis industry and content creation. The episode concludes with insightful book discussions, exploring Nietzsche's philosophy on walking and reflection, and Gary Vee's "Crush It!" for insights on passion-driven success. Tune in for an episode rich in wisdom and practical advice.
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Episode 173: Art Locke, Investor, CPA, and Founder of Locke Advisory Services
Episode | December 31st, 2021 | 1 hr 4 mins
cryptocurrency, entrepreneur, how to invest, how to start a business, investing advice, investing tips, locke advisory services, tax planning, us dollar, wealth management
Art Locke (@financegolfer) is an investor, CPA, and Founder of Locke Advisory Services, a firm dedicated to wealth management, financial planning, and tax strategy. Previously, Art served in an executive capacity for 5 publicly-traded companies, including Chief Financial Officer of 3. In 2006, Art was a top-five finalist for the 2006 Greater Washington Technology Council Public Company CFO of the Year. He also served in an advisory capacity to several private companies and their owners. He started his career working for 2 of the world's largest CPA firms. Art received a Bachelor of Science in Business Administration from American University with a double major in accounting and computer systems.
In this interview, Art describes the process of leaving corporate life to start his own business. He also provides meaningful financial advice for professionals of all ages. To learn more about Art, you can visit his website at lockeadvisoryservices.com