Surprise and Delight With Erin Richardson

“Listen intently and respond creatively”. Listen to how Erin and Mike Richardson deepen relationships through intentional listening and then responding to other’s needs. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik’s fifth pillar of financial security: “Give To Others.” […]

Basics of Estate Planning for Everyone with Ryan McBride

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, are joined by Attorney at Law Ryan McBride to discuss the basics of estate planning. They discuss what estate planning is, the importance of beneficiary designations on life insurance and retirement accounts, and finally one of […]

Serving Veterans With Rob Bowen

Rob is passionate about veterans. Hear how he meets their needs, from mental health to dressing nicely. Thank you for your service. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik’s fifth pillar of financial security: “Give To Others.” Dive […]

Going Where Others Won’t With Mohamad Momin

Hear how at an early age, giving to others was instilled in Mohamad as a value. He’s driven to make a positive impact in the lives of others the way THEY need to be helped.   Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring […]

Making Each Other Better

In this episode of the Stuff About Money podcast, Erik Garcia, CFP®, BFA and Xavier Angel, CFP®, ChFC, CLTC, take you on a trip down memory lane. They reminisce on how they first met (it has something to do with shoe shopping) and how Xavier ended up joining the Plan Wisely Wealth Advisors team. They […]

Changing lives through swimming with Margaret Rutherford

Hear how Margaret connects her 3 agency locations to different organizations she supports. And you do not want to miss her story about the Special Tigers swim team! Oh my goodness, grab your Kleenex.  Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the […]

Welcome to America with Michael Overstreet

Michael’s mom taught him to consider others who have less. Hear Michael’s heart for the refugee. “Withhold judgment until you hear other’s stories”.  Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik’s fifth pillar of financial security: “Give To Others.” […]

2 Things Erik and Xavier Are Doing to Better Their Finances in 2024

Better health and finances always top the charts for New Year’s resolutions. Clearly, improving your health and finances are both noble causes that many value. But only 1% of Americans follow through on their resolutions! Is it even worth making resolutions? For this reason, in this episode of the Stuff About Money podcast, Erik Garcia, […]

Always be giving with Gertha Jean

Hear how Gertha passionately serves her community and meets the needs of others. She says, “Bless others as you are blessed”, and “If we have and you need it, come and get it”. Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence […]

“My heart is smiling,” with Chris Paradiso

Chris shares his dad’s wisdom “The greatest gift we can give is to someone who could never repay us.” Hear how Chris involves his team and his family in giving.  Welcome to “Insurance Professionals Are Givers,” a podcast series led by Erik Garcia CFP® and guest co-host Billy Wagner, exploring the essence of Erik’s fifth […]