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The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The podcast gives you the "behind the scenes" of what Andy has seen in 10 years of financial services, the good, the bad, and the complex. It also tells the stories of how financial history has shaped Kansas City. Andy and other experts in the Kansas City financial community will be delivering expert insights and even some unconventional advice on how to plan your finances and i ...
 
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Andy Flattery and Bryan Gum discuss the true role of a Financial Advisor, which is to empower people in taking control of their own finances. Show notes & transcript for this episode- https://simplewealthkc.com/16 Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfi…
 
Garmin is a worldwide leader in developing innovative, high-quality, state-of-the-art products that inspire individuals in their adventures. On this show we talk with Jessica Zlab, Garmin University Relations Recruiting Team Lead and Jen Larson, Garmin University Relations Recruiter about the workforce, talent and recruitment efforts that make that…
 
The show discusses Dave's impressive background, why he started InnovaPrep and became an entrepreneur, what he learned from MRIGlobal, how his experience at Pipeline and other accelerators impacted him, why he enjoys his job, how he connects with customers, what he did to innovate and accelerate growth during Covid-19, and much more in our Best For…
 
Anita Davis has worked in the fields of community, economic and workforce development for nearly 20 years. She empowers people through work each and every day. This show discusses Anita's impressive background, why Goodwill, how the Denver and Kansas City markets are different, what does a Chief Mission Officer do, what is the key mission of MoKan …
 
Super interesting show this week featuring an innovative and experienced wealth management advisor. Chad Esslinger, Esslinger Financial / Northwestern Mutual, joins the show and shares his story, background, how he engages and helps others, process he uses, shares what factors are important when deciding to start financial planning, his overall phi…
 
Fascinating show detailing the story of an entrepreneur and business owner who spent 15 years as a leader in the public sector that now has grown a leading energy, LED and and UVC innovation company in the private sector. Guests include Inayat Noormohmad, President and Founder of Sarin Energy and Alan Farris, Senior VP at Landmark National Bank. In…
 
Guests - This show focuses on what the future of work looks like, office spaces moving forward and commercial real estate updates and trends with industry experts. Guests include an all-star lineup of Jill McCarthy, Senior Executive of Corporate Attraction at Kansas City Area Development Council, Peter Sloan, Director of Interior Design at HOK, Lea…
 
I read the poem "If" by Rudyard Kipling and offer some brief commentary on why this poem is timely for investors right now. Show notes for this episode- https://simplewealthkc.com/if Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy …
 
Guests - Jason is joined by Andrew Bash, Founder of Bash and Co. Sotheby International Realty. Andrew updates us on the growth of Bash and Co. with Sotheby International Realty and how this helps clients in KC and across the country, what the current real estate market looks like, what buyers should be doing, what sellers should be doing, trends we…
 
Guests - Jason is joined by Logan Freeman, Co-Founder / Principal at FTW Investments (www.ftwinvestmentsllc.com/grillnation). We discuss everything commercial and multi-family real estate investing and why it is an interesting and approachable investment. Additionally, we learn what the process and parameters are to do it, how private placements ar…
 
Guests - Jason is joined by Dr. Saad Syed, a pain managment specialist who practices in acute and chronic pain managment. We discuss what chronic pain is, why the opioid epidemic has grown, why traditional treatments aren't effective and cause long term harm, what spinal cord stiulation is, how it works and why it has been so effective. Additionall…
 
Guests - Jason is joined by Jim Carr, CEO - NAIA (National Association of Intercollegiate Athletics) and Jeff Phillips, Senior VP - Landmark National Bank. We learn all about the NAIA and how it has grown as an organization, what leadership traits Jim believes lead to its continued success, the impact it has each and every day, new competitive coll…
 
Ben Olsen of the DVS Group makes the case for why buying a private small business can be an attractive opportunity. Show notes for this episode- https://simplewealthkc.com/ben Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flatter…
 
Guests - Jason is joined by Christina Livers, Restaurant Operations Consultant at US Foods. We talk about ghost kitchens, examples of them, success stories, initial development and the reason they are resonating in the restaurant and consumer community, initial investment costs, revenue growth, digital integration and branding of them for existing …
 
Guests - Jason is joined by Jonathan Cole, Pendulum Studio, and Tim Bowman, Compass Smart, to discuss the exciting 31st and Troost Development Project and the upcoming Troost Village. This is a one of kind development that will transform a historic site, area and neighborhood in Kansas City, Mo. We talk about how this project came together, why the…
 
Sometimes numbers, figures, and stats can go in one ear and out the other. But on this episode, we’ll break down 5 important statistics that are worth taking a moment to understand. They’ll underscore some very real problems people face when prepping for retirement. Important Links: Steve's Website: http://wealthpartnerskc.com Call: 913-685-3207…
 
Guests - Jason is joined by Ryan Bennett, Founder, The Intentional Day. We discuss what the Intentional Day is, why it matters and what it entails including Ryan's book and training programs for individuals, teams and your business. We breakdown why typical goal setting doesn't work 92% of the time, the 4 elements of proven growth that include drea…
 
Guests - Jason is joined by Dr. Amy Patel, Medical Director, Liberty Hospital Women's Imaging and a well-recognized national expert in the medical profession. We discuss important updates on Covid-19 and vaccine that leads to an incredible dialogue with Dr. Patel. Additionally, we discuss screening awareness and recommendations, Amy's new website, …
 
Andy Flattery and Brandon Reed give a primer on concentrated investing, including the good, the bad, and the ugly. Brandon is a CFA and Portfolio Manager at Mitchell Capital Management in Overland Park, KS. Show notes for this episode- https://simplewealthkc.com/concentrated Sign up for The Reformed Financial Advisor monthly newsletter on financial…
 
Guests - Jason is joined by Megan Sturges Stanfield, President/CEO of Junior Achievement of Greater Kansas City. The two discuss Megan's career journey, Junior Achievement's background and innovative economic education programs for students, why financial literacy and entrepreneurship is so important for K-12 students, the new Junior Achievement Yo…
 
Guests - Jason is joined by Ed Lada, President/CEO of Goodwill of Western Kansas and Eastern Missouri. The two discuss Ed's career and life journey from New Orleans to Kansas City, what Goodwill does each day (hint its much more than just stores) to empower people to discover their potential and adapt for the future through the power of work, the A…
 
Guests – Jason is joined by David Hall, Executive Vice Chairman at Hallmark and KCADC Senior Co-Chair, Tim Cowden, President/CEO at KCADC and Jill McCarthy, Senior Executive, Corporate Attraction at KCADC. The group discusses what 2020 looked like for the Kansas City Area Development Council and KC, success stories of attracting new companies, peop…
 
Guests - Jason is joined by Dr. Rodney Smith, Vice President for Access and Engagement at William Jewell College. Dr. Smith shares his incredible story/experience and information about William Jewell's Opportunities Without Barriers initiatives (tuition recast plans, expanded grant programs and a holistic admission process eliminating standardized …
 
Ryan O'Connor is the Founder and Portfolio Manager at Crossroads Capital, a Private Investment Partnership based out of Kansas City, MO. In this conversation, Ryan tells me the story of why he is (successfully) running an investment fund modeled after Warren Buffett's early partnership. Show notes for this episode- https://simplewealthkc.com/ryan S…
 
Guests – Jason is joined by Jon Schram, CEO of The Purple Guys, a tech company that has grown since 2001 to become the Midwest’s premier provider of IT support services. Jon talks about his entrepreneurial journey, why and how the color purple became his branding jackpot, challenges that the business has overcome and how it made it stronger, market…
 
Guests - Jason is joined by Lee Mudd, President and Owner of RLM Underground, a fast growing telecom construction company operating throughout the United States. Lee talks about how he came to KC from Kentucky less than 5 years ago, the why behind starting his own company, what motivates him and his overall business / company values, how rurul broa…
 
You might be surprised to find out that a lot of people don’t do their due diligence or put in a considerable amount of thought into picking their advisor. And ultimately, that leads a lot of people to not understanding what they should expect from such a relationship. So, we want to clear some of that up on this episode and clarify some of the way…
 
Guests - Jason is joined by Jeff Phillips, Senior VP at Landmark National Bank and Joe Hirleman, Partner at Midwest Glass and Glazing. Jeff and Jason start the show discussing how and why access to people and resources are becoming more important in 2020. Joe then joins the discussion and shares valuable business lessons and growth strategies that …
 
Eddie & Katlin Van Buskirk sit down to tell the story of how they bought a $50,000 house on craigslist and rehabbed it into their dream home in Historic Northeast Kansas City. Show notes for this episode- https://simplewealthkc.com/lexington Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas C…
 
Guests - Jason is joined by Justin Watkins, CEO/Founder - Native Digital and Jake Jacobson, VP of Growth and Partnerships - Native Digital. The group discusses backgrounds, how Native Digital has grown, why Jake left larger business and healthcare world to join Justin, some great mentor advice, what Native Digital offers in digital marketing servic…
 
Guests - Jason is joined by Melissa Vincent, Executive Director of the Pipeline Entrepreneurship Program. Melissa shares her impressive entrepreneurial journey, successes, failures, best business advice every received, her startup investment thoughts, information about the Pipeline Entrepreneurship Program including its large successes, major partn…
 
Guests - Jason is joined by Jarrett Sutton, NBA Scout (New Orleans Pelicans) / ESPN Color Commentator (SEC Network). The two discuss Jarrett's time at Mizzou, how games guarding Coach Mike Anderson at the rec center played a role on how he ended up on the basketball team as a scholarship player, and how a timely, unexpected meeting at the Big 12 to…
 
Guests - Jason is joined by Michelle Altrich, President at Viracor Eurofins Clinical Diagnostics. The two discuss Michelle's career work and focus on how Viracor, based in the KC region, has become a worldwide leader in lab testing during the Covid-19 pandemic. Michelle's company just launched and gained FDA authorization for its At-Home Covid-19 t…
 
Are Financial Advisors worth the money? To answer that question, Andy Flattery goes through the best (and worst) Financial Advisors in movies and how they can help us understand commission, fee-based, and fee-only financial advisors. Commentary is offered on these films - Groundhog Day The Wolf of Wall Street Glengarry Glen Ross Wall Street Moneyba…
 
Guests - Jason is joined by Jeff Phillips, Senior VP at Landmark National Bank and Dan Walsh, Managing Partner and Founder of Spokes (Coffee, Cafe, Cyclery) in Kansas City. Jeff and Jason start the show and discuss the uptick in growth of companies throughout the KC region and the Excellence Wins book. Dan then joins and discusses his journey from …
 
Guests - Jason is joined by Tory Schwope, Founder and Owner of DCA Outdoor and Colonial Gardens. Fascinating show discussing DCA Outdoor's business and the 12 brands under it, how Colonial Gardens is becoming an agritourism destination, Tory's background and passion for plants, trees, ecology, what the future holds, top tips for planting season, fa…
 
Guests - Jason is joined by Sayard Parrish, VP at Landmark National Bank and Diana Holt, CEO and President at Wilkerson Crane Rental. Jason and Sayard discuss what she is seeing with business clients finishing 2020 and looking forward to 2021. They then talk with Diana about Wilkerson Crane, acquiring the company, growth of the business, project ex…
 
There’s a popular podcast called Stuff You Should Know, where they break down things like how sneezing works. Typically, it doesn’t have anything to do with the financial world. On today’s show, we’ll embrace the concept of “Stuff you should know”, but all based in the financial realm. Important Links: Steve's Website: http://wealthpartnerskc.com C…
 
A quick update on the future of the podcast. Sign up for The Reformed Financial Advisor monthly newsletter on financial planning, investing, and Kansas City history - www.reformedfinancialadvisor.com Follow Andy Flattery on Twitter The Reformed Financial Advisor is the project of Andy Flattery, a CERTIFIED FINANCIAL PLANNER™ in Kansas City, MO. The…
 
Guests – Jason is joined by KCADC leaders and team of Tim Cowden, Jonathan Knecht, Jessica Palm and Jennifer Lyon to discuss the KC Heartland Campaign / KC.org. The group talks about the why behind it, how it has progressed in year one, how it is leveraging uncertainty in 2020, flexibility in platform, different activations locally and nationally, …
 
Does if feel like our union is is fragile as it's ever been in the U.S? Well, we know at least one time where it's been worse. Here's a story for my KC friends about the civil war, buried treasure, and the building of our city. Show notes for this episode- simplewealthkc.com/donnelly Sign up for The Reformed Financial Advisor monthly newsletter on …
 
Guests - Jason is joined by Mark Grimes, Founder of 31 Startups in 31 Days and 90 Days to Cash Flow Positive, from Portland, Oregon. The two discuss Mark's impressive entrepreneurial journey from starting a Top 20 interactive ad agency according to Adweek Magazine, to getting into the startup and business coworking space early on, to his diverse an…
 
Vanguard’s “How America Saves 2020” report is packed with lots of intriguing stats and findings about Americans and how they save for retirement in the crazy year that is 2020 (most of the recent data is technically from 2019 although some figures are current through the Spring of 2020). Let’s look at some of the top takeaways from the study and ho…
 
Eric Jorgenson did something incredible with his book "The Almanack of Naval Ravikant: A Guide to Wealth and Happiness." Eric curated the best of Naval’s wisdom from twitter, podcasts, and writings into one resource. I was only vaguely familiar with Naval’s work prior to reading the book and am grateful that Eric created the resource for learning m…
 
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