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The Admired Advisor Podcast

Jan 10, 2022

Most of Mary’s professional life has revolved around succession. In the midst of taking over her father’s advisory firm, Mary linked up with the successor of her uncle’s firm and merged the two businesses to form Cambium Wealth & Legacy Strategies. Now, although years from her own retirement, Mary has trained a...


Dec 27, 2021

Most investors play the long game. Rather than worrying about an ROI tomorrow, they hold with confidence, knowing their gains will be greater the longer they hold steady. Eric’s approach to his firm is much the same. Rather than focusing on immediate client ROI, Eric spends weeks getting to know each client before...


Dec 6, 2021

At the very end of our lives, we shouldn’t be concerned about the financial well-being of those we’re leaving behind. Unfortunately for many, that peace of mind is a luxury. Neel Shah of Beacon Wealth Solutions is on a mission to bring that financial peace to as many clients as possible through a complete planning...


Nov 22, 2021

It’s no secret that athletes need someone in their corner. Mike George of Athletes Financial strives to be that someone, helping athletes with their financial lives through education and earned trust. 

Mike began his career at IMG working with the likes of Peyton Manning and Derek Jeter. When he opened his own firm,...


Nov 8, 2021

In this episode, Steve talks with Barry LaValley of the Retirement Lifestyle Center. 

While Barry always thought that graduate school was in his future, the financial services industry called his name before he could start down the academic path. After spending eight years as an investment advisor, Barry landed a...