Registered Investment Advisor Podcast

Unlocking Precious Metals Secrets

– The RIA Podcast with Seth Greene Episode 148 Dana Samuelson

Dana Samuelson is the President of American Gold Exchange and has 43 years in the industry. He enjoys an impeccable national reputation for honesty and integrity with his peers and his clients. He has flawlessly overseen transactions approaching $2 billion and he’s looking forward to his next $2 billion.

A professional numismatist since 1980, Dana worked for some of the most influential precious metals trading companies in the nation before founding AGE in 1998. For nearly a decade he was a personal protege of James U. Blanchard III, one of the true giants of the industry and the individual most responsible for re-legalizing the private ownership of gold in the U.S.

For twelve years Dana served on the Board of Directors of the Professional Numismatists Guild, an exclusive nonprofit organization composed of the world’s top rare coin and paper money experts, whose primary mission is to make the hobby safe for collectors and investors by maintaining rigorous standards of excellence among dealers.

As PNG President in 2016, Dana conceived of and helped to establish the industry anti-counterfeiting task force, which today works with the Secret Service and Homeland Security to interdict and seize counterfeit coins and bars coming to the country from Asia.

In 2020, Dana worked with the Commodity Futures Trading Commission (CFTC) in their quest to end the allegedly fraudulent business practices of a precious metals seller to elderly IRA investors. The CFTC closed the business and seized their assets. The case is pending in court.

American Gold Exchange is a leading national mail order precious metals and vintage US gold coin company operating out of Austin, TX with an A+ Better Business Bureau rating and almost perfect Trust Pilot customer reviews.

Listen to this insightful RIA episode with Dana Samuelson about unlocking precious metals secrets.

Here is what to expect on this week’s show:

– How American Gold Exchange is a national mail-order physical precious metals and vintage US gold and silver coin dealership.

– Why American Gold Exchange specializes in mainstream, widely traded items.

– How American Gold Exchange offers a market for modern minted gold and silver bullion coins and bars.

– Why precious metals ownership offers insulation from financial crises and inflation.

– How the volatility in Bitcoin has led some to consider investing in precious metals for their stability.

Connect with Dana:

Links Mentioned:

amergold.com

X

@AmGoldEx

Instagram

@amgoldex

Facebook

facebook.com/AmericanGoldExchange

LinkedIn

linkedin.com/company/American-gold-exchange-inc

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From Equity Analyst to Personal CFO

– The RIA Podcast with Seth Greene Episode 147 Jon Ekoniak, CFP®

Jon Ekoniak’s professional career blends across a range of investment and financial experience. He understands firsthand the financial challenges and opportunities that executives face and is very astute at helping to simplify complex financial issues to generate long-term financial success.

Prior to joining Bordeaux Wealth Advisors, Jon served in various executive roles in Silicon Valley and Denver. He served as an equity analyst at Robertson Stephens and Piper Jaffray where he conducted in-depth research on software stocks. He then joined one of the software companies that he followed, Oracle, helping his group grow their revenues more than fivefold to over $1.0 billion. He then returned to financial services to join Charles Schwab & Co where he led a consulting team to many of the elite independent wealth management firms across the country.

Listen to this insightful RIA episode with Jon Ekoniak about transitioning from being an equity analyst to becoming a personal CFO.

Here is what to expect on this week’s show:

– How Bordeaux Wealth Advisors positions itself as a personal CFO for clients, offering comprehensive financial services.

– How the firm specializes in tax guidance, estate planning, and investments, including alternatives like private equity and venture capital.

– Why satisfied clients are a great way to lead to new client acquisition.

– How Bordeaux Wealth Advisors focuses on finding the best managers for various asset classes rather than investing in individual equities.

– Why it’s important to stay ahead of your clients’ needs and market trends.

Connect with Jon:

Links Mentioned:

bordeauxadvisors.com

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As CEO and Co-Founder of GYL Financial Synergies, Gerry Goldberg provides the vision required to move the firm forward, and the leadership necessary to deliver on GYL’s core promise: to be a firm with a conscience that puts client’s interests first.

In addition to his primary role as CEO, he provides wealth advisory services to a variety of clientele, including corporations, municipalities, self-insurance funds, non-profit organizations, and high-net-worth private clients. A believer in taking a process-driven approach to asset management, Gerry emphasizes advice covering investment policy, asset allocation, investment selection, and oversight in each engagement.

Listen to this insightful RIA episode with Gerry Goldberg about the importance of teamwork and giving back.

Here is what to expect on this week’s show:

– How client referrals and building strong networks can lead to a successful business.

– Why GYL Financial Synergies focuses on hard work, teamwork, and holistic planning to meet their clients’ needs.

– How managing time effectively and setting priorities while maintaining a work-life balance is vital.

– Why providing peace of mind to your clients allows you to help them navigate challenging financial situations.

– How it’s important for companies to give back to their community and support charitable initiatives as part of their values.

Connect with Gerry:

Links Mentioned:

gylfinsyn.com

LinkedIn

linkedin.com/company/gyl-financial-synergies

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Aaron White is a Principal at Adero with over 17 years of experience in pre-liquidity planning, wealth transfer, private investments, and tax strategy. As Adero’s Chief Growth Officer, Aaron focuses on business development, strategic partnerships, marketing, and supporting our advisor team.

Before joining Adero in 2009, Aaron worked as a business valuation and litigation consultant for a regional accounting firm. He provided business and stock option (409A) valuation services for early-stage companies and forensic financial analysis for expert testimony.

Aaron graduated Summa Cum Laude with a Finance degree from the University of San Francisco and is a CERTIFIED FINANCIAL PLANNER™ professional.

Listen to this insightful RIA episode with Aaron White about integrated wealth management using the family CFO approach.

Here is what to expect on this week’s show:

– How Adero Partners distinguishes itself with its tax background, offering an integrated approach to financial services.

– How a family CFO model allows clients to make decisions while leveraging a team for research, analysis, and recommendations.

– Why it’s important to have a Center of Influence strategy that involves developing relationships with other professionals like accountants and attorneys.

– How a well-defined process for recruiting advisors includes top-grading, technical assessments, and cultural fit evaluations.

– How having a team email system streamlines client communication by routing messages to appropriate support staff.

Connect with Aaron:

Links Mentioned:

aderopartners.com

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Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency’s clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife’s visionary leadership led to the inception and growth of this large, dynamic agency which today has more than 500 agents, more than 20,000 clients and more than $33 million in commissions. Graduating with a Bachelor of Science in Computer Science from Federal University of Para in Brazil in 1998, Gustavo also completed two prestigious professional certificate programs at the University of California, Berkeley, specializing in Computer Information Systems: Analysis, Design, and Management, as well as Project Management.

An Options Trader for nearly two decades, Gustavo’s in depth familiarity with the high-risk/high volatility behavior of the stock market has led him to ONLY recommend and work with safe strategies such as fixed indexed annuities or fixed indexed universal life products with his clients and associates. This expertise in safe accumulation and lifetime income strategies sets the Brazillionaires®’ philosophy apart from other financial professionals.

Listen to this insightful RIA episode with Gustavo Couto about cultivating a niche market.

Here is what to expect on this week’s show:

– How it’s important for middle Americans to understand money and financial planning.

– Why focusing your business on a niche market can lead to success.

– How it’s important to maintain the quality of training while growing your business.

– Why understanding money and financial planning can change lives and empower individuals and families.

– How Brazilian Heirs serve over 20,000 clients with a focus on life insurance.

Connect with Gustavo:

Instagram

@gustavo_hcouto

LinkedIn

linkedin.com/in/gustavocouto

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With 15+ years in marketing, growth, and investment, David Doss has led teams and managed budgets over seven figures in tech, media, finance, and alternative assets. He holds a summa cum laude BA from UC Berkeley, an MA as a Fulbright Scholar, and an MBA in strategy and innovation. His expertise spans non-profits, startups, and corporate giants like Saks 5th Avenue and Citi. With six-plus years in blockchain, he chairs CKC.Studio (blockchain growth studio) and manages CKC.Fund(digital asset fund advisor). David also serves on ChainBLX’s board, fostering Davos-centric corporate events and development, as well as Cayman-based alternative asset funds including social impact projects. His mission: use tech and innovation for global change via CKC’s web3 and digital asset infrastructure support.

Listen to this insightful RIA episode with David Doss about digital asset wealth management.

Here is what to expect on this week’s show:

– How analyzing and responding to changing market trends and economic conditions in the digital asset space is a continual process that requires dedication.

– How the digital asset space is characterized by rapid development, making it challenging to stay updated

– Why it’s important to diversify and avoid assets that exhibit high correlation with each other.

– How digital assets like Bitcoin have shown low correlation with traditional asset classes.

– How risk management strategies include active management, reblanancing, and adapting to market conditions.

Connect with David:

Links Mentioned:

ckc.fund

Twitter

@ckcfund

LinkedIn

linkedin.com/in/davidambrosedoss

linkedin.com/company/ckc-fund

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Charlotte Dunford is a graduate of The Georgia Institute of Technology where she earned her B.S. in Business with a focus on business analytics and technology. Charlotte, along with her business Partners, currently sponsors the repositioning of 24 value-add and turnaround mobile home parks.

Listen to this insightful RIA episode with Charlotte Dunford about maximizing investor returns in mobile home parks.

Here is what to expect on this week’s show:

– How mobile park homes have high-cap rate deals with less competition than multifamily properties.

– Why investing in mobile parks can help address the affordable housing crisis in the United States.

– How it’s important to improve the curb appeal and infrastructure in mobile home parks.

– Why landlords should advocate for tenants especially during challenging times.

– How creating better living conditions for those whole live in mobile home parks increases its value.

Connect with Charlotte:

Links Mentioned:

johnscreekcapital.com

Twitter

@CapitalJohns

Instagram

@johnscreek.capital

Facebook

facebook.com/johnscreekcapital

LinkedIn

linkedin.com/company/johns-creek-capital-llc

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Jeffrey Gill, the founder of Peak Mutual, embarked on his financial industry journey in 2001 and found an immediate fit. Intrigued by the complexities of the industry and the immense potential it held to help others achieve their financial goals, Jeff soon became a prominent figure in his field.

In 2019, he decided to shift his focus towards enabling others to accumulate wealth using the strategies and methods he had mastered over his years in the industry. His passion for his work is palpable, and his greatest joy lies in witnessing the financial success of others and helping them avoid common tax obstacles that can impede growth.

Away from his professional pursuits, Jeff is a loving husband to Sarah and a proud father to their three children, Josephine, and twins, Jett and Jewel. The family resides in Chickamauga, Georgia, where they own a charming small farm. When they’re not tending to the farm or enjoying quality family time, they love to traverse the globe, immersing themselves in new experiences and creating unforgettable memories.

Jeff is licensed to operate in 46 states, broadening the scope of his services and the number of individuals he can assist. With his wealth of experience and his passion for helping others, Jeff is determined to make Peak Mutual a trusted partner in your financial journey.

Listen to this insightful RIA episode with Jeffrey Gill about helping federal employees achieve financial freedom.

Here is what to expect on this week’s show:

– How it can be difficult for independent agents to find ideal contacts due to the lack of large marketing support.

– Why federal employees need someone to help them navigate their unique retirement benefits and plan for their future.

– How many federal employees have conservative investment tendencies and need help to have better retirement outcomes.

– Why debt management is a critical aspect of retirement planning.

– Why people should focus on investments that generate income over only focusing on the rate of return.

Connect with Jeffrey:

Links Mentioned:

peakmutual.com

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In 2005, Ed founded Edge Financial Advisors with the goal of providing all his clients a more comprehensive financial planning and investment management experience than what they had received previously. Since then, Ed has been able to spend a lot more time with a select group of clients in order to fully assist them in achieving their financial goals.

Prior to founding Edge, Ed helped launch the Private Access Group at Fidelity Investments, where he was a Senior Account Executive & Vice President. In this position, he provided financial planning, investment management, and retirement planning solutions for all of his clients. With 25+ years of experience as a CERTIFIED FINANCIAL PLANNER™ and investment advisor, Ed oversees all aspects of the financial planning and investment process for his clients at Edge Financial Advisors.

Ed graduated from Loyola University in Chicago with a Bachelor of Business Administration. He lives in Wheaton, IL with his wife and their three children.

Listen to this insightful RIA episode with Ed Meek about transitioning from Fidelity Investments to Financial Planning.

Here is what to expect on this week’s show:

– How Edge Financial Advisors specializ3s in defined benefit plans.

– How defined benefit plans can help business owners save significant amounts of money before taxes.

– Why it’s helpful to use various marketing methods to find ideal clients.

– How starting a podcast allows you to share your passions and expertise.

– Why podcasting is a valuable tool for building trust with prospective clients.

Connect with Ed:

Links Mentioned:

edgefa.com

Twitter

@advisors_edge

Facebook

facebook.com/profile.php?id=100057522786296

LinkedIn

linkedin.com/company/edge-portfolio-management-llc

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Ken Kencel serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 500 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp. (NCDLC) and Nuveen Churchill Private Capital Income Fund (PCAP), Churchill’s publicly registered business development companies.

Throughout his over 35-year career in the investment industry, he has accrued a broad range of experience in leading private credit investment businesses. Previously, Ken served as a Managing Director of The Carlyle Group, where he also served as President and a Director of Carlyle Secured Lending, Inc. (Carlyle’s publicly traded business development company). Prior to that he founded and was President and CEO of Churchill Financial Group, served as Head of Leveraged Finance for Royal Bank of Canada and was Head of Indosuez Capital, a leading middle market merchant banking and asset management business in partnership with Credit Agricole Group. Ken was also a founder of the high yield finance business at Chase Securities (now JP Morgan Chase). He began his career in the Mergers & Acquisitions Group at Drexel Burnham Lambert. He regularly appears as a guest commentator on private credit markets on Bloomberg, CNBC, The Wall Street Journal and The Financial Times.

Ken graduated with a B.S. in Business Administration, magna cum laude, from Georgetown University and a J.D. from Northwestern University Pritzker School of Law. He serves on the Pension Investment Advisory Committee for the Archdiocese of New York, the Board of Trustees and Chairman of the Investment Committee of Canisius High School (a private Jesuit Preparatory school in Buffalo, NY), the Advisory Board of Teach for America (Connecticut) and the Milken Institute’s Diversity, Equity, and Inclusion in Asset Management Executive Council. Ken is a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University.

Listen to this insightful RIA episode with Ken Kencel about building a billion-dollar private credit firm.

Here is what to expect on this week’s show:

– How it’s important for leaders to focus on empowering and supporting their team.

– Why companies must identify and foster a strong sense of company culture.

– How Churchill Asset Management emphasizes values like collaboration, inclusivity, integrity, and commitment to excellence.

– Why creating an environment where talented people feel valued and empowered is crucial for success.

– How it’s vital to hire the right employees to ensure the growth of your company.

Connect with Ken:

Links Mentioned:

churchillam.com

LinkedIn

linkedin.com/company/churchill-asset-management

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