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Investment Strategies as a CIO with Chris Gee

Investment Strategies as a CIO with Chris Gee

by Tim Fergestad | Jan 21, 2025 | Phoenix Prosperity Podcast

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad sits down with Chris Gee, CFA charterholder and Chief Investment Officer at RBG Capital, to explore how high-net-worth and ultra-high-net-worth individuals can navigate complex financial landscapes....
Know Your Lane, Direct Sales with Charles Gibbs

Know Your Lane, Direct Sales with Charles Gibbs

by Tim Fergestad | Jan 20, 2025 | Phoenix Prosperity Podcast

Welcome to the Phoenix Prosperity Podcast with Tim Fergestad! In this episode, we are joined by Charles Gibbs, a seasoned entrepreneur with over 40 years of experience in direct sales and marketing. Charles shares his insights into the art of problem-solving as the...
Celebrating Mexican Spirits with Jimmie Munoz

Celebrating Mexican Spirits with Jimmie Munoz

by Tim Fergestad | Jan 18, 2025 | Phoenix Prosperity Podcast

In this episode of the Phoenix Prosperity Podcast, Tim Fergestad dives into the world of Mexican spirits with Jimmie Muñoz, a passionate advocate for preserving and sharing the rich traditions of agave distillation. As the founder of Passport Destilados, Jimmie...
Consulting & Candles with Mechelle Tucker

Consulting & Candles with Mechelle Tucker

by Tim Fergestad | Jan 17, 2025 | Phoenix Prosperity Podcast

In this episode of the Phoenix Prosperity Podcast, I’m joined by Mechelle Tucker, the powerhouse entrepreneur behind 1st Class Consultant, 1st Class Candles, and 1st Class Notary. Mechelle shares her inspiring journey from starting a candle business during the...
Fee Only Financial Planning with Dale Shafer

Fee Only Financial Planning with Dale Shafer

by Tim Fergestad | Jan 16, 2025 | Phoenix Prosperity Podcast

Tim sits down with Dale Shafer, founder of Life Moves Wealth Management, to discuss fee-only financial planning and the art of preparing for a successful business transition. Dale offers invaluable insights for business owners and individuals seeking to align personal...
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