The Art of Wealth Unbroken podcast is specifically researched for investors that are on a path of success in achieving their retirement goals, but are just as focused on their planning to not expose their wealth to avoidable mistakes. You will have a better understanding of the common mistakes often made, how to navigate around those pitfalls, and be more educated during these financial times. Our hosts are seasoned professionals in the field of financial planning and investment strategies. These discussions are designed to give you the knowledge you need to become financially independent to live the lifestyle you’ve always imagined and how to protect it.
Michael Wallin is a certified financial planner practitioner and Managing Partner of Optivise Advisory Services, LLC. and PanthRex Asset Management, an industry-leading money management platform that offers Biblically-Responsible investment strategies that allows investors to align their investment strategies with their principals and closely-held convictions.
Stacey Andres is CEO and founder of Anchor Wealth. He started the practice in 2013 after leaving his former company where they provided stock market and trading education. More than 43% of the students at that time where already retired and were in fear of outliving there money because their financial advisor had done nothing to protect their investments from the market crash in 2008 and 2009. Since then, he has made it his mission to help clients identify, understand implement a plan that helps protect against the pitfalls that come with their unique financial position. Together he and his clients develop and implement a strategy that provides a higher level of security for them in the life they are living now, and in their legacy plan.
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