January 23, 202628 min
Episodes
40
Latest episode
Jan 2026
Language
EN-US
About the show
They’re out to sell you something. This is Advice First.
Listen to episodes
July 18, 202541 min
Q2 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com
April 11, 20251 hr 1 min
Q1 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com
January 10, 2025Episode 101 hr 3 min
Behind the Advisor: Fred Wachtel
Robert and Chris talk to Prosperitas advisor Fred Wachtel about college planning, investment advice, and what it was like coming all the way from New York to LA. Plus, see what "The Comish" has to say about fantasy football! Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Fred Wachtel - fwachtel@prosperitasfin.comLooking for more content? Check out our Social Media pages.Facebook - / prosperitasfinLinkedIn - / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
January 3, 2025Episode 951 min
Behind the Advisor: Rian Denich
Robert and Chris talk to Prosperitas advisor Rian Denich about building a career straight out of college, finding passion in the financial industry, and the best ways to build client relationships. Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking for more content? Check out our Social Media pages.Facebook - / prosperitasfinLinkedIn - / prosperitasfinPodcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
December 20, 2024Episode 853 min
The Philosophy of Finance: Mack Herrera
Robert and Chris talk to Prosperitas advisor Mack Herrera about the early years of being a financial advisor, growing your business, and the future of the US economy (plus some sports talk, too)!Prosperitas Financial661.255.9555info@prosperitasfin.comwww.prosperitasfin.com25060 Avenue Stanford, Suite 100Valencia, CA 91355Looking for more content? Check out our Social Media pages.Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
October 24, 2024Episode 751 min
Behind the College Plan: Rudy Herrera
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
October 10, 2024Episode 647 min
Behind the Estate Plan: Andrew Cohen
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
September 30, 2024Episode 554 min
Behind the Advisor: Jerry Citarella
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook - / prosperitasfin LinkedIn - / prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - / prosperitas_financial
April 11, 2024Episode 440 min
Navigating 2024: Economy, Election & Investments
Our Quarterly Investment Webinar of Q1 2024 featuring Christopher Ingram and Robert Clark, founders of Prosperitas Financial. A discussion on the key topics shaping 2024: Media & Your Investments, Market Review, Election Year, and The Year Ahead. Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook - https://www.facebook.com/Prosperitasfin LinkedIn - https://www.linkedin.com/company/prosperitasfin Podcast - https://advicefirst.buzzsprout.com/Instagram - https://www.instagram.com/prosperitas_financial/
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