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Podcast: Path to Abundant Living

We address pertinent topics surrounding wealth management to help better position yourself, your family, and your business for success.
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Episode 31 | February 12, 2024

Charis Your Life and Be Fulfilled! (Feat: Charis Santillie)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Join us in this enlightening episode as we sit down with Charis Santille, founder of Charis Your Life, a renowned organization dedicated to helping individuals achieve balance in their lives.

51:45

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Episode 31 | February 12, 2024

Charis Your Life and Be Fulfilled! (Feat: Charis Santillie)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.Join us in this enlightening episode as we sit down with Charis Santille, founder of Charis Your Life, a renowned organization dedicated to helping individuals achieve balance in their lives.

51:45
Episode 30 | December 11, 2023

The Benefits of Concierge Medicine with Dr. Dan Carlin

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.On the latest episode of Path to Abundant Living, we unravel the transformative world of Concierge Medicine with none other than Dr.

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Episode 29 | October 24, 2023

The Challenges of Real Estate in 2023 with Brooks Warner

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.The real estate market has been rapidly changing over the last few years, and rising interest rates are making an impact on home purchases at large!On the latest episode of Path to Abundant Living, we're thrilled to welcome Brooks Warner, Co-Owner of the Mitten Home Team, to unpack a variety of pressing real estate questions, best practices when buying a home, and what you should be on the lookout for!Brooks' extensive experience in real estate will leave you with some helpful considerations, should you be interested in purchasing a home.

42:38
Episode 28 | September 12, 2023

Fly Into the Wind! (Feat: Lt. Col. Dan Rooney)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.It all began with Lieutenant Col.

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Episode 27 | August 3, 2023

The Power of Body Language and Nonverbal Communication with Former FBI Agent Joe Navarro

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.In a world where words often fall short, understanding the subtle art of nonverbal communication can be a game-changer.

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Episode 26 | June 23, 2023

Seven Things You Should Do Right Now!

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.It's easy to drag your feet on making financial decisions.

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Episode 25 | June 7, 2023

Client Questions Answered!

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.On the latest episode of Path to Abundant Living, we're taking a different approach to our typical conversations.

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Episode 24 | May 4, 2023

Living Your Life On Target! (Feat: Chris and Matt Johnson)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.While wealth is a primary focus on our podcast, we're taking a different approach today and examining the importance of health.

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Episode 23 | April 12, 2023

Legacy Planning for You and Your Family (Feat: Cindy Arledge)

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.On the latest episode of Path to Abundant Living, we're pleased to welcome Cindy Arledge to the show to discuss the increasingly popular topic of legacy planning!Cindy Arledge, MBA brings a fresh new approach to an age-old problem: how to transfer wealth without destroying your beneficiaries’ ambition and drive, and their relationships to each other.Motivated by the most painful experience of her life, losing a brother’s relationship over a shared inheritance, Cindy developed a process to help business owners preserve family relationships through emotional and financial storms.Cindy shares her unique insights into the world of legacy planning and gives us some considerations for our own futures.

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