Wealth Harmony

Wealth Harmony with April Turch, Ep 15

In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice).

Tune in to the episode to hear about:

*The importance of ethical decision-making and navigating gray areas in compliance

Wealth Harmony with April Turch, Episode 14

In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business g...

Wealth Harmony with April Turch, Episode 13

We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker.

Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class co...

Wealth Harmony with April Turch, Episode 12

In this episode of Wealth Harmony, April Turch speaks with Ellen Bruno, Founder and Head of Compliance Advisor Professionals, a compliance consulting firm dedicated to helping investment professionals and investment advisory firms meet their regulatory compliance needs. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping th...

Wealth Harmony with April Turch, Episode 11

In this episode of Wealth Harmony, April Turch speaks with Emily Newman, a seasoned fitness professional and nutritional coach. Emily brings a unique perspective to the table, having transitioned from a career in art and design to fitness and nutrition, fueled by her passion for helping others achieve their best selves. Her approach is all about finding the sweet spot between health and w...

Wealth Harmony with April Turch, Episode 10

In this episode of Wealth Harmony, April Turch speaks with Larry Finkelberg, Senior Vice President and Branch Manager at Atlantic Coast Mortgage. With a wealth of experience in the mortgage industry, Larry brings invaluable insights into navigating the complexities of home buying, especially in a challenging market. His unique perspective on balancing financial decisions with emotional co...

Wealth Harmony with April Turch, Episode 09

In this episode of Wealth Harmony, April Turch speaks with Susan Bradley, a financial expert and author specializing in change management and financial transitions. Susan is the creator of The Sudden Money® Institute, which focuses on developing processes and tools to help financial professionals and clients manage life's financial transitions.

Tune in to the episode to hear...

Wealth Harmony with April Turch, Episode 08

In this episode of Wealth Harmony, April Turch speaks with Sean Fitzgerald, Director of Client Service and Operations at Wolf Group Capital Advisors.

Tune in to the episode to hear about:

 * Sean’s role with Wolf Group Capital Advisors and his day-to-day responsibilities including quarterly performance reporting, client onboarding, client requests, maintaining accurate data insi...

Wealth Harmony with April Turch, Episode 7

In this episode of Wealth Harmony, April Turch speaks with Joseph Brunsman, a self-taught expert in robotics and cybersecurity law, who transitioned from the Navy to a successful career in insurance, leveraging his expertise to provide comprehensive coverage solutions at his firm in New York City.

Tune in to the episode to hear about:

* Educational Autodidacticism: Despite skippi...

Wealth Harmony with April Turch, Episode 6

In this episode of Wealth Harmony, April Turch interviews Joan Bowling, a renowned motivational communication expert, author, and owner of Joan Bowling Presents, LLC. With over two decades of experience in broadcast sales and television hosting, Joan has garnered international recognition, reaching the semi-final round of the Toastmasters 2018 International Speech Competition, and her...

Wealth Harmony with April Turch, Episode 5

In this episode of Wealth Harmony, April Turch speaks with Kevin Ostergaard, a Senior Financial Advisor at Wolf Group Capital Advisors. Kevin's career journey began in the insurance industry and evolved into the investment management space. With over 11 years of experience, he has been instrumental in helping clients achieve financial fulfillment at WGCA and mentoring the next generati...

Wealth Harmony with April Turch, Episode 04

In this episode of Wealth Harmony, April Turch speaks with Charles Verruggio. Charles is part of the ownership group at Wolf Group Capital Advisors and oversees the firm’s investment division. He also serves as a senior advisor to over 60 clients. He assists clients with constructing efficient portfolios while also advising them on financial planning matters and always keeping an eye on e...

Wealth Harmony with April Turch, Ep 03

In this episode of Wealth Harmony, April Turch speaks with Allison Felix, COO and Managing Partner of Cassaday & Company, Inc.

Tune in to the episode to hear about:

 * What is the importance of self care?

 * How important is it to have a supportive network?

 * What does it mean to take a sabbatical?

 * Do you have any tips and advice for when you need to take a step away?

 * What does weal...

Wealth Harmony with April Turch, Ep 2

In this episode of Wealth Harmony, April Turch speaks with Mishkin Santa, a seasoned tax attorney renowned for his expertise in international tax law.

Tune in to the episode to hear about: 

* Global Tax Disputes: Ongoing international tax cases could reshape US tax laws in favor of taxpayers. 

* Tax Law Changes: The 2017 Tax Cuts and Jobs Act ends in 2025, sparking debates on new legislation or...

Wealth Harmony with April Turch, Episode 1

In this episode of Wealth Harmony, April Turch delves into the world of Bob Len, the Managing Director of Wolf Group Capital Advisors, a prestigious wealth management firm in the Washington DC area. Bob shares insights about his widely acclaimed weekly blog, "Are We There Yet," discussing its inception during the pandemic, its evolution into a platform for profound life lessons, ...