Investing & Capital

Nick Novakovic is Vice President of WestPac Wealth Partners. He helps individuals and families overcome financial hurdles and establish stability. After a career-ending basketball injury in 2005, Nick transitioned to finance to guide others through financial disruptions. Recognized as a Forbes Top Best-in-State Security Professional in Florida in 2023, Nick is dedicated to being a […]

In Episode 17 of Light Bulb Moments, I sit down with Scott Schamber, Partner & Managing Director of BFI Bullion, where he leads a team specializing in the purchase and secure storage of physically allocated metals in Switzerland. With over two decades of experience at BFI Bullion, Scott has been instrumental in helping clients safeguard their

In Episode 13 of Light Bulb Moments, I’ll be speaking with Ryan Williamson, a dedicated financial advisor with over two decades of experience. Since 2000, Ryan has been providing tailored financial guidance, emphasizing the uniqueness of each client’s needs and goals. He is the author of Drafting Your Financial Quarterback: What You Need to Know

In Episode 12 of Light Bulb Moments, I’ll be speaking with Joe Shadle, President of Tax Relief, Inc. Joe is an Enrolled Agent, National Tax Practitioners Institute Fellow, and a financial services veteran with experience spanning New York, New Jersey, and Florida. He’s worked in disaster relief loans for the Small Business Administration and is

In episode four of Light Bulb Moments, I speak with Greg Johnson, a wealth manager at Paradigm Wealth Management. With over 30 years in the financial services industry, Greg’s experience spans top firms like Northern Trust, Bear Stearns, and Koch Industries.  Meet Greg Johnson Greg is a strategic thinker and community advocate. His understanding of