Posts tagged with "Just Peachie Show"

Browse all articles related to Just Peachie Show

Just Peachie Ep#32: Economic and Market Update April/May 2023 with Mario Nardone, CFA
Just Peachie Show Just Peachie Ep#32: Economic and Market Update April/May 2023 with Mario Nardone, CFA

Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.

Just Peachie Ep#31: Greenwise -Peachie's Favorite Grocery - with Josh Pafford
Just Peachie Show Just Peachie Ep#31: Greenwise -Peachie's Favorite Grocery - with Josh Pafford

Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping. They talk about how Greenwise is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as ho...

April 27, 2023
Just Peachie Ep#30:  Selling your own RIA (Registered Investment Advisor) Firm with Scott Snider  CFP®, RICP®
Just Peachie Show Just Peachie Ep#30: Selling your own RIA (Registered Investment Advisor) Firm with Scott Snider CFP®, RICP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.

April 12, 2023
Just Peachie Ep#29: Pinay Power: Interview with a lawyer with Jonah Toleno, JD
Just Peachie Show Just Peachie Ep#29: Pinay Power: Interview with a lawyer with Jonah Toleno, JD

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a st...

March 27, 2023
Just Peachie Ep#28: Aging and long term care with Barbara Micheletti, MS, gerontologist
Just Peachie Show Just Peachie Ep#28: Aging and long term care with Barbara Micheletti, MS, gerontologist

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as top...

March 17, 2023
Just Peachie Ep#27: Working with a real estate agent with Tanya Cosmini
Just Peachie Show Just Peachie Ep#27: Working with a real estate agent with Tanya Cosmini

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what...

February 8, 2023
Just Peachie Ep#26:  Get in the flow with Dr. Jordan Hutchinson
Just Peachie Show Just Peachie Ep#26: Get in the flow with Dr. Jordan Hutchinson

Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow". What it means for advisors, business owners, employees, employers and clients. They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research...

January 20, 2023
Just Peachie Ep#25: Incapacity Planning for All w/ Julia McKillop, Esq.
Just Peachie Show Just Peachie Ep#25: Incapacity Planning for All w/ Julia McKillop, Esq.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

November 1, 2022
Just Peachie Ep#24: Financial Considerations for the Family w/ Adam House, CFP®
Just Peachie Show Just Peachie Ep#24: Financial Considerations for the Family w/ Adam House, CFP®

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approxi...

October 18, 2022
Just Peachie Ep#23: Navigating Divorce & Finances as a Woman w/ Deana Brown, CFP®, CDFA™
Just Peachie Show Just Peachie Ep#23: Navigating Divorce & Finances as a Woman w/ Deana Brown, CFP®, CDFA™

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ult...

October 3, 2022