Advice First
Robert Clark
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Recent Episodes
Q4 Market Update Webinar
Q2 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com
Q1 2025 Investment Management Webinar
Chris and Robert take a deep dive into the current state of the economy, and offer valuable advice going forward.www.prosperitasfin.com661-255-9555info@prosperitasfin.com
S3E10 Behind the Advisor: Fred Wachtel
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…
S3E9 Behind the Advisor: Rian Denich
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…
S3E8 The Philosophy of Finance: Mack Herrera
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,…
S3E7 Behind the College Plan: Rudy Herrera
Prosperitas Financial 661.255.9555 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages.…
S3E6 Behind the Estate Plan: Andrew Cohen
Prosperitas Financial 661.255.9555 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages.…
S3E5 Behind the Advisor: Jerry Citarella
Prosperitas Financial 661.255.9555 [email protected] www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages.…
S3E4 Navigating 2024: Economy, Election & Investments
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…
S3E3 Creating a Boutique Investment Management Firm with Jennifer Brown
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…
S3E2 REAL Estate Planning: How to (Properly) Exit Your Home of 30 Years
REAL Estate Planning: How to (Properly) Exit Your Home of 30 YearsThe Advice First podcast was lucky enough to welcome back financial advisor, Jerry Citarella, to the studio along with one of the top…
S3E1 Building a Better Business with Selina Thomas of 6 Degrees HR Consulting
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…
Strengthen the Body and Strengthen the Mind with Mike Yudin
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…
NFL to E-Sports: The Mental Game of Winning it All with Brock Vereen
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…
Valuing Your No's with Denise Lite
In this NEW episode of the #AdviceFirst podcast, we chat with Family Law Attorney, Denise Lite, and College Planning Specialist, Rudy Herrera. We learn how Denise got into the legal profession and…
Working ON The Business, Not IN The Business with Dr. Brian Edwards
In this NEW episode of the #AdviceFirst podcast, host Robert Clark interviews Dr. Brian Edwards, Owner and Dentist at Three Sixty Dentistry. We find out how his unique approach to dentistry is…
The Passion Project with Eric Larson
In this NEW episode of the #AdviceFirst podcast, we sit down with Eric Larson, Owner of Cobra Tactical. Eric discussed with us how he kickstarted his business with the mindset of helping folks who…
Recap
S1 Raising the 1% of the 1% with George Colon
George Colon is the founder and owner of iComfort Heating & Air in Southern California. George and his wife had their first child at 16 years old and have been writing history ever since. In this…
Frequently Asked Questions
Advice First has published 40 episodes since July 2020, covering topics in Business, Entrepreneurship.
Advice First is currently moderate with new episodes monthly. Average episode length is 41m.
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