Tag: Financial Planning
The Taste of Resilience: Chef Ashish Sathyan’s Global Culinary Journey (Ep. 25)

The Taste of Resilience: Chef Ashish Sathyan’s Global Culinary Journey (Ep. 25)

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From growing up on a farm in India to cooking in five-star hotels in the Middle East and now running his own restaurant in the U.S., Chef Ashish Sathyan’s story is truly inspirational.

In this episode, Jon Schuetz and Brent Connelly interview Ashish Sathyan, owner of Kinaara Indian Cuisine, about his global culinary journey, the challenges he faced along the way, and how he finally managed to live the American dream.

Ashish discusses:

  • The early days — living in a big family and working on a farm
  • The challenges he faced after moving, including language barriers and cultural adjustments
  • How it felt to start a restaurant two weeks before COVID-19 restrictions took effect (and how he weathered through them)
  • Challenges facing new business owners that Soar Wealth Strategies can assist with
  • And more

Connect With Jon Schuetz and Brent Connelly:

Connect With Ashish Sathyan:

About Our Guest:

Chef Ashish Sathyan loves eating homemade food, especially fish curry. His favorite thing to do when he is not working is playing cricket. He is one of the best bowlers in Omaha Cricket, which he described as his extended family. Kimberly was born and raised in Omaha. Eating, traveling, watching movies, and reading have been her favorite things for most of her life. She has been a hairstylist for 11 years. This allowed her to travel all over the world and throughout the United States. While doing this she also earned a Bachelor’s degree in Economics from the UNO College of Business.

Her studies took her to India, where she fell in love with the culture. A few months after she got back, she and Ashish met. With both of their experiences in customer service and Kimberly’s business degree, they want to bring you the best Indian food and the best experience. With Omaha having the most restaurants per capita, they know you have many choices when deciding where to eat. They want to show that they will always respect your money, and will give you high-quality food at a reasonable rate. It will always be true that you are only as good as the last dish you served.

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Providing an Elite Client Service Experience with Penny Kreikemeier (Ep. 23)

Providing an Elite Client Service Experience with Penny Kreikemeier (Ep. 23)

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Looking for ways to not only create but foster client relationships? 

Join Jon Schuetz and Brent Connelly as they chat with their Senior Client Relationship Manager, Penny Kreikemeier to find out how she does that.

Penny shares her upbringing in a small town in Nebraska and her introduction to the financial world through her parents. They discuss the transition from banking to the financial industry, the importance of follow-up in client service, and Penny’s excitement about advancing her career and studying to be a licensed financial advisor.

Penny discusses:

  • Her journey from a small town in Nebraska to a continuously evolving financial world
  • How she creates and nurtures long-term client relationships
  • The value of continued education and “following up”–no matter what field you’re in
  • Her work ethic, and love for being organized 
  • What makes her a successful client relationship manager
  • And more

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Penny Kreikemeier is a Client Relationship Manager for Soar Wealth Strategies. Penny strives to provide the highest level of service possible. She is very knowledgeable in all the administrative and operational duties of running an office. Whenever clients have needs or questions, she follows through in an accurate and timely manner.

Prior to Soar Wealth Strategies, Penny was Senior Branch Office Administrator for Jon Schuetz for more than 10 years. Together they built long-lasting client relationships and helped clients reach their financial goals. Penny’s love for numbers originally led her to a career in banking, but helping people reach their financial goals in retirement has become her passion.

Penny and her husband Adam have four children: Grace, Isaac, Eli and Chloe. They spend a lot of time running to various activities and creating memories that will last a lifetime.

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The Flight to Financial Success: Our Process (Ep. 16)

The Flight to Financial Success: Our Process (Ep. 16)

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Join Jon and Brent as they take you on an extraordinary adventure, where they talk about what their process is if you want to take flight with the team from Soar Wealth Strategies.

Gain invaluable insights into what it’s like to work with the team at Soar Wealth Strategies, and the different steps in their process. Discover the core values, and the significance of the FIT meeting, to assess your attitude, ability, and assets to create a tailored financial flight plan. 

Jon and Brent talk about:

  • How they got their name: Soar Wealth Strategies
  • Their philosophy of building strong client relationships and the value they place on trust, empathy, and open communication.
  • What their FIT meeting entails
  • The three “A’s” (attitude, ability, and assets) to partner with the team
  • And more

Resources: 

Connect With Jon Schuetz and Brent Connelly:

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From Homelessness to Entrepreneurship with Liz Dein (Ep. 11)

From Homelessness to Entrepreneurship with Liz Dein (Ep. 11)

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Get ready to be inspired by Liz’s incredible journey from homelessness to being a successful business owner!

Liz shares her story of being a homeless single mother, forced to leave with only one bag of belongings and no money. Despite facing tremendous hardship, Liz persevered, working at a steakhouse and eventually enrolling in cosmetology school. With the help of state programs and support from others, Liz was able to complete her degree and start her successful career.

In this week’s episode, we sit down with Liz Dein, the owner of Liz Henne Studios, to hear about her path to becoming a professional cosmetologist and why it is important for financial planners to understand the motivation behind what people want to do with their money.

Liz discusses:

  • How she went from a homeless single mother to a professional cosmetologist
  • What she sacrificed to get to where she is today
  • The people who helped her along the way 
  • The state programs and opportunities she took advantage of to survive
  • And more!

Resources: 

Connect With Jon Schuetz and Brent Connelly:

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The Importance of Personalized Financial Planning and Avoiding Blanket Advice (Ep. 9)

The Importance of Personalized Financial Planning and Avoiding Blanket Advice (Ep. 9)

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Given the potential harm of providing blanket advice that may not suit everyone, tailoring financial advice to an individual’s unique financial situation is crucial.

In this episode, financial advisors Jon Schuetz and Brent Connelly provide insights into some of the prevalent misconceptions in the financial community. They highlight the significance of personalized financial planning and offer tips on avoiding one-size-fits-all advice.

Jon and Brent discuss the risks associated with blanket advice, the purpose of annuities, the meaning of a fiduciary relationship, the debate surrounding gold investment, and the usage of scare tactics in stock commercials, among other topics.

Jon and Brent discuss:

  • The potential harm of providing blanket financial advice 
  • The significance of understanding the purpose and implications of annuities in financial planning
  • The importance of comprehending the fiduciary responsibility that financial advisors have toward their clients
  • The risk of investing all funds in a single stock in a portfolio
  • The use of scare tactics in stock commercials and their potential to mislead investors
  • And more

Resources: 

Connect With Jon Schuetz and Brent Connelly:

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Promoting Positivity Through the World of Communications with Brandi Petersen Paul (Ep. 8)

Promoting Positivity Through the World of Communications with Brandi Petersen Paul (Ep. 8)

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Are you considering moving into a career that would allow you to spend more time with your family and wondering if it’s the right thing to do? 

Jon Schuetz and Brent Connelly talk to Brandi Petersen Paul, a former successful television news anchor with KETV. She moved from a role that most people covet to become the director of communications for Westside Community Schools to spend more time with her family. 

In this episode, Brandi discusses how she continues to pursue her passion for telling inspiring stories through everything she does. Additionally, she highlights the importance of having financial advisors guide you from a young age to achieve your long-term and retirement goals.

Brandi discusses:

  • The importance of family and finding balance in your career
  • The power of hard work and taking control of your opportunities
  • The value of telling inspiring stories and making a positive impact
  • Why you should make sound financial decisions early on for long-term success
  • And more

Resources: 

Connect With Brandi:

Connect With Jon Schuetz and Brent Connelly:

About Our Guest:

Brandi (Petersen) Paul is a former television news anchor with KETV-Newswatch 7, who continues to promote positive people, events and opportunities through the world of communications. As an award-winning journalist, Brandi covered historic events across Nebraska and Iowa, secured high-profile interviews, and traveled throughout the United States and beyond to share powerful stories. That mission to share inspiring stories continued at Westside Community Schools where Brandi is currently the Director of Communications and Engagement, building public trust with valued stakeholders and providing transparency and understanding with all staff and families. Telling stories continues to be a personal as well as career passion; Brandi writes on her blog, Anchor’s Away, and cohosts the Question Marks podcast. She loves to read and is an avid baseball fan (always cheering for the Nebraska Cornhuskers and Atlanta Braves!) Her most cherished moments are any spent with her husband, Brian, their two little boys, Easton and Evan, and their two bulldogs, Chester and Abe.

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Story of Perseverance with Dr. Vanessa Wieseler (Ep. 6)

Story of Perseverance with Dr. Vanessa Wieseler (Ep. 6)

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Starting a business can be challenging, especially in a small town. But with the help of a financial advisor, you can achieve your goals. 

Meet Vanessa Wieseler, a Doctor of Chiropractic, who is determined to make a difference. She understands the importance of professional guidance, inspiration, and what it takes to reach success. 

In this episode, Dr. Vanessa shares her journey through entrepreneurship, what she’s learned along the way, how she overcame a dark place in her life, and the inspiration that got her into the position she is in today.

Dr. Vanessa discusses:

  • How growing up in a small town impacted her career decision
  • What it was like to overcome cancer
  • The financial mistakes she made and how business owners can avoid them
  • The financial advice she received and her relationship with money
  • And more

Resources: 

Connect With Dr. Vanessa Wieseler:

Connect With Jon Schuetz and Brent Connelly:

About our Guest:

Dr. Vanessa Wieseler is a small town Kansas girl who took a leap of faith to become a chiropractor. Growing up in Fredonia, Kansas, Vanessa had a typical small town upbringing. She had a variety of jobs throughout her childhood and teenage years, but she always had an interest in the medical field. Vanessa attended Kansas University, where she started out studying pharmacy but eventually pivoted to become a Chiropractor. After graduating from Cleveland Chiropractic College, Vanessa decided to start her practice in Omaha, Nebraska. 

As her business and personal life were going well a few years ago, she received a devastating diagnosis of cancer. She is doing well now and continues to inspire others with her story of perseverance and determination.

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How to Transfer Your Hard Earned Assets Efficiently with Nick Montague, J.D., CAP® (Ep. 5)

How to Transfer Your Hard Earned Assets Efficiently with Nick Montague, J.D., CAP® (Ep. 5)

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If you want to ensure your assets are protected seamlessly, especially when it involves family, you should get an attorney involved. 

In this episode, we are joined by Nick Montague, Attorney and Chartered Advisor in Philanthropy CAP®, to talk about wills, living wills, powers of attorney and discuss why they’re essential for you and your family.

Nick discusses:

  • His life story and taking a leap of faith at a very young age
  • The reason why he pursued a degree in law
  • The four different areas involved in asset protection and estate planning
  • The unique approach to client interactions at Smith Pauley
  • What to look for in an attorney that will handle your family affairs and assets
  • And more

Connect With Nick Montague:

Connect With Jon Schuetz and Brent Connelly:

About Nick Montague:

Nick Montague is a partner at Smith Pauley. He develops personalized estate planning solutions for individuals and families throughout Iowa, Nebraska, and Missouri. He guides clients through a holistic approach to planning; identifying specific strategies and implementing plans to meet the needs of the client. He develops multigenerational relationships to ensure the legacy of the client and ensure continuity of planning.

His practice ranges from traditional estate planning (e.g. powers of attorney, wills and trusts) to asset protection and wealth transfer strategies. He has dedicated himself to continued learning and has attained the designation of Chartered Advisor in Philanthropy CAP® where he developed the skills necessary to help guide clients through strategic and intentional gifting. 

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