
Advertise on podcast: Advice First
Rating
5from
This podcast has
40 episodes
Language
EnglishPublisher
Robert ClarkExplicit
No
Date created
2020/07/10
Latest episode
2026/01/23
Average duration
47 min.
Release period
116 days
Description
They’re out to sell you something. This is Advice First.
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Podcast episodes
Check latest episodes from Advice First podcast
Q4 Market Update Webinar
2026/01/23
Q2 2025 Investment Management Webinar
2025/07/18
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.
www.prosperitasfin.com
661-255-9555
[email protected]
Q1 2025 Investment Management Webinar
2025/04/11
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.
www.prosperitasfin.com
661-255-9555
[email protected]
Behind the Advisor: Fred Wachtel
2025/01/10
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 Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Fred Wachtel - [email protected]
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
Behind the Advisor: Rian Denich
2025/01/03
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 Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
The Philosophy of Finance: Mack Herrera
2024/12/20
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 Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
Behind the College Plan: Rudy Herrera
2024/10/24
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
Behind the Estate Plan: Andrew Cohen
2024/10/10
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
Behind the Advisor: Jerry Citarella
2024/09/30
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking for more content? Check out our Social Media pages.
Facebook - / prosperitasfin
LinkedIn - / prosperitasfin
Podcast - https://advicefirst.buzzsprout.com/
Instagram - / prosperitas_financial
Navigating 2024: Economy, Election & Investments
2024/04/11
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
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking 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/
Creating a Boutique Investment Management Firm with Jennifer Brown
2024/03/08
Jennifer Brown is the founder of Brown Investment Management. Brown Investment Management was designed to be a small boutique firm to cater to her client’s needs and goals. The company has fiduciary responsibilities to each individual client. Although Brown Investment Management is bound by rules and regulations, they are more agile when it comes to investing with each individual in mind rather than an age-based design, so commonly seen.
Jennifer is happy to say that joining Prosperitas Financial, allows her to have the same boutique style firm. We share the same core goals, which is to help clients understand their full financial picture. We lead them down a path that is designed to reach their goals and uncover new ones along the way. Her motto is in-line with Prosperitas Financial, which is making sure we reach as many people as possible and teach them to pay themselves first and remove the financial stress from their shoulders.
In her time away from the office, Jennifer enjoys spending time with her family and friends. Some of her favorite outdoor activities include hiking and biking. Whether it is in her RV or crossing the globe, traveling is a passion of hers. She enjoys taking agility classes with her dog, Murphy. Her prior work experience in the entertainment industry lends to her love of movies and therefore, she is a member of Film Independent. Jennifer is proud to be a member and friend of the LGBT community.
Connect with Jennifer
(818)436-2196
[email protected]
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking 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/
REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years
2024/02/01
REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years
The Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top realtors in Santa Clarita Valley, Bri King.
Bri's success is not defined by just the number of homes she sells each year, but by taking excellent care of each individual client even years after escrow has closed. Her process helps sellers optimize their exit to meet their specific goals, while helping them through the emotional process of moving on from their long-time home.
This episode highlights the intricacies of estate planning when parents are holding on to a home they've owned for 20+ years, and exactly what their options are to set themselves up for success in retirement and beyond.
Connect with Bri King:
(661) 433-4485
[email protected]
www.facebook.com/bri4re
www.youtube.com/channel/UC1jaXtNXT8VP-1tGtyqBVmQ
Connect with Jerry Citarella:
(661) 255-9555
[email protected]
www.instagram.com/jerrycitarella/
www.youtube.com/@jerrycitarellapresents
Prosperitas Financial
661.255.9555
[email protected]
www.prosperitasfin.com
25060 Avenue Stanford, Suite 100
Valencia, CA 91355
Looking 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/
Building a Better Business with Selina Thomas of 6 Degrees HR Consulting
2022/10/20
The HR Guru, Ms. Selina Thomas, joins us on the Advice First podcast for an extremely insightful episode! Whether you own a business, or employed by one, you'll appreciate Selina's tips & tricks to working remotely, finding that dream candidate or job offer, and what it takes to be an attractive organization in today's climate.
Selina is pursuing a seat on Santa Clarita's City Council as the only no-party candidate. She shares her position on key issues which align well with small businesses throughout SCV.
You can connect with Selina here:
https://www.facebook.com/selina.m.thomas/
https://www.instagram.com/Voteforselinathomas/
https://www.youtube.com/user/PhilEnya2/videos
https://twitter.com/Selinaforcityc1
Strengthen the Body and Strengthen the Mind with Mike Yudin
2021/09/23
In this NEW episode of the #AdviceFirst podcast, Owner and Coach of Team Yudin Training, Mike Yudin, shares his passion for training a variety of athletes and making a positive impact in each of their lives. He views everyday as a chance to impact someone and it’s a choice to make it positive or negative. Mike’s initial objective with an athlete is getting their mind right and then to work on strengthening their body.
Connect with Mike Yudin:
Instagram - @TeamYudin
Facebook - Team Yudin Training
Twitter - @TeamYudin
Website - http://www.teamyudin.com/
NFL to E-Sports: The Mental Game of Winning it All with Brock Vereen
2021/08/26
In this episode of the Advice First podcast, we sit down with E-Sports commentator and former NFL player, Brock Vereen. Brock shares his journey to becoming a professional athlete, the mental strength needed at every level of the game, and transferring that mindset to his life off the field. Listen in as Brock walks us through the E-Sports landscape, some of the professional athletes behind the controls, and how ESTV is taking the E-Sports world by storm.
Podcast reviews
Read Advice First podcast reviews
AskAmandabB 2021/05/04
Advice First, Always
So happy this podcast exists! Such a great selection of guests, full of tips and stories. Listeming to others experiences is so helpful. Can’t wait f...
TJY011 2021/04/13
Amazing Podcast!
I love listening to the Advice First Podcast... Robert’s guests are from a variety of different fields which makes listening to the podcast a true lea...
Kbird7469 2021/03/30
Really, really, REALLY good advice and pretty entertaining
I’d highly recommend! This stuff is great!
AmberNicoleClark 2021/03/12
Amazing content!!!
I love learning new business ideas from all the guests and the enthusiasm Robert has for all his guests. Can’t wait to hear more!
Bostick30 2021/02/25
Great podcast!
Robert does a fantastic interview because he’s genuinely interested in people and what they have to say. Check it out!
Chasing work optional 2021/02/22
Love the guests
The guests on this show have really insightful tips about their specific professional worlds. Love the guests and this podcast!
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