Financial Advisory Podcast, hosted by Anthony Ficarra, is an engaging in-person podcast where the host along with producer/engineer Ace, dive into the world of entrepreneurship in a conversational and accessible manner. While insightful and informative, the show emphasizes that it does not offer official financial advice.
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Helping small business owners, entrepreneurs and startups CEOs with financial strategies to secure, protect and grow their business.
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At Heritage, we believe we can affect positive change in peoples' lives, by helping them use their money as a tool to increase their return on life.
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Here in the Kingdom of My Castle Life, we journey down to the financial district where we have candid conversations about, you guessed it, financial endeavors.
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How Networking Can Skyrocket Your Success - With Bree Volpentesta
1:15:16
1:15:16
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In this episode, we dive deep into the power of networking with Bri Volpentesta, a top expert in brand management and event coordination. Bri shares insights on the significance of meeting new people and leveraging connections for professional growth. This episode is packed with valuable tips on anything and everything regarding finances, from esta…
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The Power of Networking: Unlock Career Success - Keith Thumes
1:22:23
1:22:23
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Join Anthony as he dives deep into the power of networking to unlock career success with special guest Keith Tooms, a successful business owner from Colorado. Keith shares his invaluable insights on how networking can transform your career and business, highlighting the importance of surrounding yourself with the right people. Listen as they discus…
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Credit Hacks Every Young Entrepreneur Needs to Know - Alexandra Erlich - Episode 22
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"Featured Sponsor" of this episode: Momentum Commercial Capital https://momentum-commercial-capital.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco…
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Becoming a Top 1% Podcast: Celebrating The Milestone
1:23:08
1:23:08
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@livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Youtube @FinancialAdvisoryPodcast Follow us on Instagram @financial_advisorypod Follo…
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Surviving Setbacks: Carmen Bucci’s Journey from MLB to Entrepreneurship
55:20
55:20
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"Featured Sponsor" of this episode: Momentum Commercial Capital https://momentum-commercial-capital.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco…
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How Record Labels Work and Make Money - Brian Slagel - Metal Blade Records
48:48
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Join us for an insightful episode of the Financial Advisory Podcast, where we dive deep into the world of the music business with industry legend Brian Slagel, founder of Metal Blade Records. Brian shares his journey, revealing the costly mistakes to avoid in the music business and offering invaluable advice for aspiring entrepreneurs and financial…
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Pro Football Dream Turned Tequila Entrepreneur - Origin Story of Telson Tequila
34:35
34:35
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In this episode, we dive deep with Jake Bofshever into the challenges and triumphs of walking awsay from his lifelong football dreams and establishing a successful tequila brand, the importance of owning a distillery, and the unique aspects that set Telson Tequila apart in a competitive market. Jake also reveals how strategic partnerships and organ…
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The High-Risk Career Change That Paid Off - My Story
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Anthony Ficarra, a prominent financial professional, shares his inspiring journey of how he turned side hustles into his main gig. Dive deep into his story, from high school dreams of becoming an electrician to excelling as a journeyman lineman, and eventually transitioning to a successful career in financial planning. Anthony's resilience and dete…
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Breaking The Mold: John Cerasani's Journey From W2 to Multi-Millionare
54:19
54:19
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In this engaging discussion, we delve into everything from the initial leap of faith leaving a secure job, to the intricate details of building a competitive business that stands tall among billion-dollar giants. John's story is not just about financial success but a testament to the power of resilience and visionary thinking in the financial lands…
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From 400+lbs to Fitness Guru: Rodney's Incredible Journey
48:16
48:16
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Listen about the transformation of Rodney, once weighing 400 lbs, now a seasoned fitness guru, in Dive into Rodney's personal anecdotes and insightful experiences that highlight his weight loss and fitness achievements. From life-threatening accidents to conquering mental barriers and embracing a healthier lifestyle, Rodney's story isn't just about…
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Life Insurance 101 - Q&A Session - Anthony Ficarra Presentation
1:16:03
1:16:03
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@livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Youtube @FinancialAdvisoryPodcast Follow us on Instagram @financial_advisorypod Follo…
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The Strongest Influencer In The Industry - @OriginalLittleSam's Incredible Journey
45:20
45:20
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In this episode, we dive deep into the unbelievable journey of Sam, a once adopted child who transformed his life to become a fitness icon. This episode not only explores Sam's unique story but also connects it with the broader theme of overcoming obstacles to achieve greatness in both fitness and finances. From his roots in Colorado to becoming a …
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Cutting Coach Sanders & Governor of Colorado's Hair - Sam Holland's Story
1:07:17
1:07:17
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Sam Holland is the owner of XAAK'S Barbershop Located on Northern Colorado. https://xaaksbarbershop.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco…
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Street Fights To Boxing Rings - Darrian Leu-Pierre's Story
1:12:38
1:12:38
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Darrian Leu-Pierre is an up and coming pro boxer and the founder of L&D Gives, a non-profit organization. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffc…
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Inside The Life Of A Freemason: Stephan Grenier's Story
1:24:09
1:24:09
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Stephan Grenier is a former electrical lineman, entrepreneur, and a 32° Freemason. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Yo…
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Becoming Mortgage Mavericks - Sarah Alberts & Shay Jenkins Origin Story
56:49
56:49
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Sarah Alberts and Shay Jenkins are mortgage lenders and owners of S&S Mortgage Team in the Denver Metro area. https://ssmortgageteam.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire…
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From Car Financing to Kid's Foundation: Clarence Strong's Story
1:09:47
1:09:47
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Clarence Strong is the Co-Founder and President of W.I.T.T (Non-profit) and the CSO of Caribou Financial Services. https://witt-kids.org/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire…
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My Journey To Starting A Successful Event Planning Business
1:28:39
1:28:39
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Miranda Grubb is the owner of RŌze Event Planning located in Denver, CO. https://www.rozevents.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop…
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Cameron Day - Episode #6 - Financial Advisory Podcast
1:14:52
1:14:52
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@livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Youtube @FinancialAdvisoryPodcast Follow us on Instagram @financial_advisorypod Follo…
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Life Insurance & Anthony Ficarra - Episode #5 - Financial Advisory Podcast
12:50
12:50
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@livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemovingco.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow us on Youtube @FinancialAdvisoryPodcast Follow us on Instagram @financial_advisorypod Follo…
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Mark Peters - Episode #4 - Financial Advisory Podcast
1:23:27
1:23:27
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Mark Peters is the owner and operator of R&M Construction Services in Colorado. After overcoming alcoholism and high job turnover, he made the daring step of entrepreneurship and hasn't looked back since. Mark's Business Website: https://rmcs5280.com/ @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Co…
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Cody Cornwell - Episode #3 - Financial Advisory Podcast
1:09:11
1:09:11
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Cody Cornwell is an entrepreneur, marketer, and founder of Heavy Marketing LLC. Prior to entrepreneurship, he was employed as a welder working a 9 to 5 job. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” Telson Tequila: https://telsontequila.com/ Alpine Moving Co: https://www.alpinemov…
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Will Grimes - Episode #2 - Financial Advisory Podcast
1:35:24
1:35:24
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Will Grimes is the owner of a Top 1% National real estate company, for Berkshire Hathaway; owner/host of the “DayOneDollarZero” podcast; Prior SOCOM Marine. @livewirecaffco Code “FINAD20” (20% off) @alpinemovingco Code “MOVE24” (10% off) @telsontequila Code “FINAD20” #FACast #financialadvisory #podcast #finance #lifeinsurance #telsontequila #livewi…
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Anthony Ficarra - Episode #1 - Financial Advisory Podcast
57:38
57:38
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Anthony Ficarra is a former electrical lineman turned financial professional. He has founded Valhalla Solutions, a leading financial planning firm in Colorado. bIn this podcast we dive deep into anything and everything regarding finances. Our Sponsors: Telson Tequila: https://telsontequila.com/ LiveWire Caffeine: https://livewirecaffco.shop/ Follow…
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Join Mike Desepoli for an update on the markets and the economy.
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Join Mike Desepoli as he discusses the markets and the economy for the week ending May 5th, 2023.
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It is with great sadness that I , The American Prince Charles III, have to bring such sad news. Queen Elizabeth II has died at the age of 96. My Prayers are with her family and although she's gone from our sights, never from our hearts. May my condolences bring her family comfort and my my prayers ease the pain of their loss.…
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Russian President Vladimir Putin's War on Ukraine has captured the world. Some may agree and most will disagree with this invasion; however, we all can agree that death and destruction is never an easy thing to accept. Join me as I discuss this topic as it's importance on our nation and us as a people.…
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Welcome to the Heritage Market Update for Tuesday March 22nd, 2022.
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Heritage Market Pulse | Friday March 18th, 2022
8:06
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Welcome to the Heritage Market Pulse for Friday March 18th!
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Heritage Market Update | Tuesday March 15th, 2022
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Join Mike Desepoli for the Heritage Market Update for March 15th, 2022
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Heritage Special Market Update | February 17th, 2022
19:40
19:40
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Join Mike Desepoli for a special market update for Thursday February 17th, 2022.
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Heritage Market Pulse | Black Friday Edition
7:27
7:27
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Welcome to the Black Friday Edition of the Heritage Market Pulse! If you were expecting a sleepy Friday, the stock market has other plans for you. Today all across the US economy businesses will slash their prices in hopes of attracting new customers and more sales. In keeping with the theme, we are seeing prices slashed all across the stock market…
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Heritage Market Pulse | Friday November 19th, 2021
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Welcome to the Heritage Market Pulse for Friday November 19th! The S&P 500 and Nasdaq edged higher to close, but the Dow took a hit and closed just under for the day. Investors are still digesting the combination of strong earnings, rising prices, labor shortages, inflation, and the future of the post-Covid economy. US jobless claims are edging dow…
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Welcome to the Heritage Market Minute for Monday October 11th! Markets are starting the week lower as the bond market is closed for Columbus Day. It's a busy week for the markets as earning season kicks off later this week, starting with the big banks. Earnings are always a critical part of our evaluation process as corporate profits are one of the…
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Welcome to the Heritage Market Minute for Monday October 4th! Markets have been ugly as of late, so we are taking some extra time this week to discuss market corrections and the role they play in extending the longevity of a bull market. Anytime the markets drop, investors first reaction is to ask "what's wrong with the market?", but it is importan…
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Heritage Market Minute | September 27th, 2021
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3:57
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Welcome to the Heritage Market Minute for Monday September 27th, 2021. Markets are starting the week off on a mixed note as the Dow Jones is higher and the Nasdaq is lower in Monday's session. Concerns about rising treasury yields have the market feeling uneasy, but our advisors think the market is mis-reading the fed statement from last week by an…
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Heritage Market Minute | September 20th, 2021
5:33
5:33
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Welcome to the Heritage Market Minute for Monday September 20th! Markets are starting the week sharply lower as concerns about China's real estate contagion grip global markets. Couple that with the fact that Congress is locked in a heated debate over the approaching debt ceiling and you have a recipe for a sell off. Join Mike Desepoli as he discus…
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Heritage Market Minute | September 13th, 2021
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Welcome to the Heritage Market Minute for Monday September 13th! Markets look to shrug off a two week losing streak and build momentum into the end of the 3rd quarter. There's been a repeating pattern of higher opens and lower closes in the market the last two week, a sign of a very anxious market. Even though markets sit just a few percentage poin…
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Heritage Market Minute | September 7th, 2021
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4:09
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Welcome to the Heritage Market Minute for Tuesday September 7th! Markets are kicking off the holiday shortened trading week in mixed fashion, with the Nasdaq higher and the Dow Jones lower on the day. The disappointing jobs report from Friday continues to hang over market, although it's not all bad news. Join Mike Desepoli as he discusses what the …
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Heritage Market Pulse | Friday September 3rd, 2021
4:56
4:56
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Welcome to the Heritage Market Pulse for Friday September 3rd! It's the last trading day before Labor Day weekend and the markets are relatively flat in a very subdued session. The big news we discuss today is the monthly jobs report covering the labor markets for August, as the actual number of jobs created came in well below economist expectation…
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Welcome to the Heritage Market Minute for Monday August 30th! Markets are building on their gains from last week after the Fed announced they would leave monetary policy unchanged for the time being. We will get a glimpse into the labor market recovery later this week with the big jobs report this coming Friday. Join Mike Desepoli as he discusses w…
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Welcome to the Heritage Market Minute for Monday August 23rd! Markets are sharply higher to start the week, building on top of Friday's robust gains. Hurricane Henri turned into Tropical Storm Henri and left the East coast largely unscathed this weekend, and for that there is much to be thankful for. Join Mike Desepoli as he discusses some key mark…
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The pictures all over the news were disheartening this weekend with the Taliban increasingly taking control of Afghanistan as city after city, including Kabul, surrenders to the militant group at a pace that foreign policy ‘experts’ could never have imagined. The Taliban has gained control of the country’s borders, so the only way out now is the Ka…
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Welcome to the Heritage Market Pulse for Friday August 13th! Markets are flat on the day and coming off all time highs yet again yesterday. The big economic news of the day is the consumer sentiment survey monthly reading plunged to it's lowest level in 5 months as investors grow concerned that the delta variant may dent the global economic recover…
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Welcome to the Heritage Market Minute for Monday August 9th! Markets kick off the week on a mixed note as the jobs report from last Friday came in well above expectations. Earnings season for Q2 is starting to wind down and the results have been strong. August tends to be a seasonally weak month, but that doesn't mean it's time to run for the exits…
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Welcome to the Heritage Market Minute for Monday August 2nd! Markets are looking to start the month of August on a positive note, as the S&P500 looks to build on a streak of 6 consecutive months of gains. Earnings reports continue to roll in, and we will get an update on the labor markets later this week. The delta variant continues to dominate the…
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The major markets returned to its record setting ways as the domestic markets closed higher once again last week. The Nasdaq, Dow Jones, S&P 500, and even the MSCI World Index saw new all-time highs by the end of the week. This left the Emerging Market index as the notable exception sitting in negative territory for the week and almost flat on the …
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Welcome to the Heritage Market Minute for Monday July 26th! Markets are higher to start the week as they shake off the Delta variant fears that plagued the market last week. This is a big week for earnings season as many large market components will report their 2nd quarter results. Tune in to here Mike's take on the action this week. Have a great …
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Heritage Market Outlook | July 2021 | Lou Desepoli
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Welcome to the Heritage Market Outlook for the 3rd quarter of 2021. We hope this email finds you enjoying yourself this summer. As part of our process, we are back with another quarterly update to bring you up to speed on our view of the markets, the economy, strategic changes we are making, and our outlook for Q3. There were many challenges for th…
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