We're excited to welcome back Joe Casey, CEO and co-founder of Catalyst Wealth Coaching and a mentor to financial advisors nationwide, to wrap up the 2025 season! Joe joins the show to dig into the realities of market manipulation, trend analysis, and why most investors- and even many advisors- misread what the market is actually telling them. He breaks down how algorithms, dark pools, and institutional behavior shape price movements, and explains the disciplined framework he teaches advisors to help them stay on the right side of trends.

Episode Links:

Catalyst Wealth Coaching

https://www.catalystwealthcoaching.com/

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

In this episode, John and Tom sit down with fitness expert and Air Force veteran Nichole Van Cliff to explore why taking care of your health is one of the most important parts of a successful retirement. Nichole shares powerful insights from her work with seniors, veterans, and personal training clients- showing how strength, mobility, and small daily habits can transform your quality of life at any age. From breaking old patterns to building confidence through movement and nutrition, she explains how anyone can start improving their health right now, no matter their limitations.

Learn more about Fit Fin Wellness:

https://fitfinwellness.com/

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623

In this episode, John and Tom are joined by Jared Trexler, Senior Vice President and Chief Marketing & Strategy Officer at The American College of Financial Services, to discuss why education and specialization matter more than ever in the financial world. They explore how a well-educated advisor can deliver deeper, more personalized planning- especially in areas like tax, estate, and retirement income strategy- and why consumers should understand the difference between generalists and true specialists. Jared also shares insights into The American College’s mission to elevate the profession through lifelong learning, new certifications such as the Tax Planning Certified Professional program, and a growing public campaign to help consumers identify qualified advisors.

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 758-9889

Call Thomas: (973) 394-0623