Perfectly Integrated
Welcome to Perfectly Integrated, a podcast for everyone empowered by wealth and finance. The truth is, managing money requires teamwork, but why and how? Each week we will explore the power of wealth and how to make it work for you instead of the other wa
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Recent Episodes
The Rules of Advertisement, Endorsements and Referrals With John Cataldo (Ep. 47)
When someone leaves a positive review about your business, that can be great advertising. But when does it cross the line between freely given advertisements...
How Creative Marketing Shapes Financial Planning Practices With Angel Gonzalez (Ep. 46)
There are some commercials that stick with you, either because they are funny or have a catchy image or something else. What they all have in common...
The Growing Role of CPAs in Financial Planning With Seth Fineberg and Paul Saganey (Ep. 45)
CPAs require rigorous testing, hours of training and most importantly, a high level of ethics. These three aspects contribute to the growing need...
An Update On Retirement Planning Using Secure Act 2.0 With Will Hackler And Jason Grantz (Ep. 44)
During the pandemic, the Secure Act became an essential piece of retirement planning for all ages. At the end of 2022, the Secure Act 2.0 came along...
The CrossFit and Finance Crossover With Jessica Bost (Ep.43)
There are a million moments that build trust with your clients, whether they are training in the gym or organizing their finances.
In this episode,...
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