John Prendergast founded Blueleaf, an all-in-one wealth management platform that handles reporting, billing, rebalancing, and practice management while helping advisors connect with and deliver for their clients. John built Blueleaf into a client-centric company that provides direct tech support to advisors and their clients, helping thousands of financial advisors better engage with their clients to build trust and nurture long-term relationships.

In addition to his role at Blueleaf, John hosts The Augmented Advisor podcast, featuring the most successful creators in wealth management. The podcast offers valuable real-world marketing tools and strategies for RIAs, wealth managers, and B/Ds to build an audience, establish a brand, and grow their business. John holds an MBA from Northwestern University's Kellogg School of Management and a BA from Boston College.

In this episode Luis and John discuss:

· How not to be afraid of taking risks as an entrepreneur

· How to test your idea with little investment

· How to be an entrepreneur while being an employee

· The importance of mission and passion while building your business

And much more…..

Resources:

Connect with John on LinkedIn

Being an Entrepreneur as an Employee LinkedIn Post

Alex Hormozi Book mentioned in the show

Follow John on IG

Follow John on X

Blueleaf.com

Matt Schulz is the author of "Ask Questions, Save Money, Make More: How To Take Control Of Your Financial Life" and is Chief Credit Analyst at LendingTree. A credit and personal finance expert, he has appeared on ABC World News Tonight, Good Morning America, NBC Nightly News, Today, and other national shows, and Bloomberg News, New York Times, Wall Street Journal, and other publications have showcased his expertise. A former journalist, he has run online news teams for TV stations, newspapers and websites and has written or edited for Bankrate, American Banker and USNews.com among other outlets. He lives in Austin, Texas, with his wife and son.

In this episode Luis and Matt discuss:

· Why you have more power over your money than you think

· Practical advice that you can do right now to start saving money

· How to best position yourself for a salary increase

· The power of growing your professional network

And much more…..

Resources:

Matt’s Website

Matt’s IG

Matt’s X

Matt’s LinkedIn

Lending Tree

In this special episode for Financial Literacy Month, Luis speaks with Jedidiah Collins, CFP®. Jed is also known as the fullback of finance, having played 5 seasons in the National Football League, and then transitioning into becoming a Certified Financial Planner™ pro. He’s also the author and creator of Your Money Vehicle, which is both a book and a premier financial literacy program, and he also hosts The Money Vehicle Movement Podcast. Tune in to learn how to drive the first mile in your financial journey.

In this episode Luis and Jed talk about:

• How time is on your side and the importance of starting early
• Embracing mistakes and failures and using them to your advantage
• Why we should all operate as a business
• Social media’s impact on our mental health and financial insecurity
• Why more money does not translate into more happiness

And much more……..

Resources:

· Your Money Vehicle Website

· Your Money Vehicle Book on Amazon

· Connect with Jed on LinkedIn

· Follow Jed on TikTok

· Follow Jed on Instagram

· Follow Jed on X/Twitter

· Follow Your Money Vehicle on Facebook