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No frills, no fluff, no commissions.These promises are what True North Wealth Radio brings with their weekly episodes. Lots of “investment groups” talk about Social Security, retirement, and 401k’s but True North Wealth Radio is committed to presenting conversations that will better your life AND be there when YOU are ready to talk Social Security, retirement, and 401k’s.True North Wealth specializes in high net worth clients. So, they know what you expect from the company you trust to help ...
 
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show series
 
Joe Griffin CEO, Marty Watkins Founder and CFP at True North Wealth discuss with and Shanna Beeman about how different work environments can affect the personality of employees. They share personal experiences of the impacts of both positive and negative work environments. Additionally, Joe and Marty address recent concerns about investing in finan…
 
Joe Griffin, CEO of True North Wealth, and Sam Watkins, CIO and CFP at True North Wealth, chat with The Job Doctor, Tessa White. They discuss important topics such as understanding what's important to you as an employee, choosing the right company, making smart decisions about advancing within a company, and how to ask for a raise. Tessa also share…
 
Joe Griffin, CEO of True North Wealth, and Sam Watkins, CIO and CFP of True North Wealth, chat with The Job Doctor, Tessa White. They explore the current landscape of employer-employee relationships. Tessa describes the need for employees to be seen and heard by employers and how to have the conversations to achieve that goal.…
 
Joe Griffin, CEO of True North Wealth, and Marty Watkins, Founder and President explore the question, "How much should I be saving?" They also discuss the most common causes of debt and how to avoid them At True North Wealth we build long-term client relationships, beginning from a foundation of mutual trust and respect. We’re here to help you achi…
 
Joe Griffin, CEO of True North Wealth, and Marty Watkins, Founder and President explore the quote from the White Coat Investor - "Show me what someone did financially their first year out of residency and I can with surprising accuracy predict the rest of their financial journey” Instant (or immediate) gratification is a term that refers to the tem…
 
When thinking about tax planning/tax strategy who do you have working on your side? Gather your team. Make a plan. Tax incentive and credit Cash Recovery Expert. We help the small business owner recover and use the tax incentives and credits available to them. Amazon, Starbucks, Microsoft all have legions of tax advice enabling them to use every st…
 
Joe Griffin, Sam Watkins, and Marty Watkins are joined by Justin Maxwell of Small Business Incentive Consultants. They discuss the importance of tax strategy and how CPAs and financial planners can work together to serve their clients most effectively. Tax incentive and credit Cash Recovery Expert. We help the small business owner recover and use t…
 
Joe Griffin interviews Devin Thorpe for a second week. Devin shares some of the challenges he experienced in the years leading up to his parents' passing. The conversation transitions into the importance of estate planning and family relationships. Devin and Joe also discuss the roles of purpose and passion during working years and into retirement.…
 
Joe Griffin hosts Devin Thorpe as he discusses running for congress, writing 6 books, and why he considers himself to be a "champion of social good." Devin is a champion of social good. Drawing on more than 1,200 interviews with changemakers, he shares their “superpowers for good.” As a Forbes contributor, with over 500 bylines and over two million…
 
Today on True North Wealth Radio, Sam Watkins and Joe Griffin host Clint Pulver. They discuss the difference between leadership and management, how being a leader means being a mentor, and the importance of making connections with employees. Clint also shares his perspective on the mindset of employees in today's climate and what they are seeking i…
 
Joe Griffin interviews Clint Pulver about his new book, I Love It Here: How Great Leaders Create Organizations Their People Never Want to Leave. Clint also describes the support he's received from business leaders such as John Maxwell. To find out more about True North Wealth - Please visit TrueNorthWealth.com…
 
Joe, Marty, and Sam discuss the ins and outs of 529 plans. They specifically outline Utah's 529 plan which provides a financially savvy way for families to save for college and other qualified education expenses. You can find more information about Utah's 529 plan at My529.org.저자 True North Wealth
 
A wedding dress, an iPhone find your phone app, and an eye to the future - some of the many stories shared in this episode. Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in suc…
 
Are you being greedy? Are you being complacent? Are you being Arrogant? Those 3 questions posed to Eric by his mentor Claude Hicken have shaped the way Eric ran Executech and the way he has lived his life. Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participa…
 
How does one of the world's oldest sports lead to a multi-million dollar IT business? Find out as we visit with Eric Montague, Entrepreneur & Business Leader, and founder of Executech, a multi-state IT services company. Beyond Executech, Montague participates in numerous other businesses, and his focus is bringing others with him in success.…
 
We loved the article put together by SmartAsset.com so we decided to discuss "Mistakes People Make when Choosing a Financial Advisor" 1. Hiring an Advisor Who Is Not a Fiduciary 2. Hiring the First Advisor You Meet 3. Choosing an Advisor with the Wrong Specialty 4. Picking an Advisor with an Incompatible Strategy 5. Not Asking about Credentials 6. …
 
Mindset - In decision theory and general systems theory, a mindset is a set of assumptions, methods, or notions held by one or more people or groups of people. A mindset can also be seen as arising out of a person's world view or philosophy of life Identity- Identity is the qualities, beliefs, personality, looks and/or expressions that make a perso…
 
Growth mindset describes a way of viewing challenges and setbacks. People who have a growth mindset believe that even if they struggle with certain skills, their abilities aren’t set in stone. They think that with work, their skills can improve over time. About Dallin Parkinson Life’s struggles don’t just go away or clear up on their own. I help pe…
 
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century. Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in col…
 
Jody Farley started college in the early 1980s, but life had other plans. Marriage and children delayed her graduation by a quarter-century. Farley began at BYU out of high school, but she soon transferred to marry a medical student at the U. Later, she had two children and started working to support the family. Like so many other young moms in col…
 
Tessa is the founder of The Job Doctor, a company dedicated to moving employee performance from average to extraordinary, and building strong company leaders with highly engaged employees. Tessa is recognized nationwide as a media expert on people strategy and career navigation, and has been published in Forbes, Entrepreneur, Apple News, and Inc. F…
 
Dr. Vernon J. Cooley is an orthopedist in Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.…
 
Dr. Vernon J. Cooley is an orthopedist ins Salt Lake City and Park City, Utah and is affiliated with multiple hospitals in the area, including Heber Valley Medical Center and Intermountain LDS Hospital. He received his medical degree from Harvard Affiliated Hospitals and has been in practice for more than 20 years.…
 
Quinn is honored to work at Hale Centre Theatre. Quinn enjoys the opportunity to work both on the stage and behind the scenes. Quinn has been featured in several productions including Adam, in Seven Brides for Seven Brothers, Chauvlin in The Scarlet Pimpernel, and Gaston in Disney's Beauty and the Beast. When not on stage, Quinn helps in Developmen…
 
Quinn is honored to work at Hale Centre Theatre. Quinn enjoys the opportunity to work both on the stage and behind the scenes. Quinn has been featured in several productions including Adam, in Seven Brides for Seven Brothers, Chauvlin in The Scarlet Pimpernel, and Gaston in Disney's Beauty and the Beast. When not on stage, Quinn helps in Developmen…
 
If it involves ambulance billing in Utah, Dart has likely been involved in some form or another. He has focused on ambulance billing, collecting, claims processing, technology, and consulting for many of the Fire Departments in the State of Utah. Dart was instrumental in the integration of ImageTrend ePCR into the State of Utah as well as CAD/ePCR …
 
If it involves ambulance billing in Utah, Dart has likely been involved in some form or another. He has focused on ambulance billing, collecting, claims processing, technology, and consulting for many of the Fire Departments in the State of Utah. Dart was instrumental in the integration of ImageTrend ePCR into the State of Utah as well as CAD/ePCR …
 
Marty is the Founder and President of TrueNorth Wealth and the primary Certified Financial Planner® currently managing over $430 million in client assets. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons. But how did Marty become so passi…
 
David Paul Koelliker passed away peacefully in 2019. One of his favorite proverbs was, "Thee lift me, and I lift thee, and we'll ascend together." David lived a life of lifting others. Of all his many accomplishments, the role he cherished most was husband and father. He loved to coach, throw the ball, race, golf, camp, play 1-on-1, "ping it up", s…
 
1. What am I good at? 2. What do I like to do? 3. What does the world need? Dr. Richard S Boyer, MD is a doctor primarily located in Salt Lake City, UT, with other offices in Riverton, UT and Salt Lake City, UT. He has 48 years of experience. His specialties include Diagnostic Radiology, Neuroradiology, Pediatric Radiology.…
 
Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert. He’s also fun, dynamic, entertaining – and the no-stress speaker clients love to work with. In his new book, I LOVE IT HERE, retention and generational workforce expert Clint Pulver pulls back the curtain to reveal the research and unscripte…
 
Finding GREAT employees is hard enough as it is - but continually finding, training, and retaining GREAT employees is the hard of this discussion with Clint Pulver. Clint Pulver is an Emmy Award-winning, motivational keynote speaker, author, musician, and workforce expert. He’s also fun, dynamic, entertaining – and the no-stress speaker clients lov…
 
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