
Advice First
They’re out to sell you something. This is Advice First.
Episodes
38 episodes
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
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1:01:17

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 say about fantasy football! Prosperitas...
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Season 3
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Episode 10
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1:03:26

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 relationships. Prosperitas Financial66...
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Season 3
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Episode 9
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51:40

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, too)!Prosperitas Financial661.255.9555...
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Season 3
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Episode 8
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53:50

Behind the College Plan: Rudy Herrera
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook -
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Season 3
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Episode 7
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51:58

Behind the Estate Plan: Andrew Cohen
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook -
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Season 3
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Episode 6
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47:50

Behind the Advisor: Jerry Citarella
Prosperitas Financial 661.255.9555 info@prosperitasfin.com www.prosperitasfin.com 25060 Avenue Stanford, Suite 100 Valencia, CA 91355Looking for more content? Check out our Social Media pages. Facebook -
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Season 3
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Episode 5
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54:24

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 Investments, Market Review, Election Year, and The Year ...
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Season 3
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Episode 4
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40:07

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 responsibilities to each individual client.&n...
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Season 3
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Episode 3
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50:40

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 realtors in Santa Clarita Valley, Br...
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Season 3
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Episode 2
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46:31

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 to working remotely, finding that dream candi...
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Season 3
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Episode 1
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36:51

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 i...
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28:32

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 strength needed at every level of the game, and tran...
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40:44

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 what values she prioritizes. She discusses how ...
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39:03

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 dissimilar to the traditional dental practice. Bria...
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45:52

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 were being deployed and ensuring they have what...
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30:36

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 episode, George shares how they've grown the...
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Season 1
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50:06

How to Grow Your Small Business with Amanda Benson-Tilch
We were lucky enough to have Amanda Benson-Tilch of Ask Amanda Consulting in the studio to share some advice alongside Prosperitas Financial's founder, Christopher Ingram. Amanda shares her top 3 things business owners can do to enhance their b...
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54:45

The Difference Between a Stock Broker and a Financial Advisor with Fred Wachtel
In this episode, we sit down with Fred Wachtel of Prosperitas Financial. Fred shares his story of how he started in financial services and why he didn't like it at first. It wasn't until he discovered the role of being a financial advisor, as o...
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30:00

Fearing Regret not Failure: Your Recipe For Success with Tony Velasco
In this episode, we grab time with Tony Velasco, owner of Afterburn Fitness in Southern California. Tony shares his insights around adopting a winning mindset, building and scaling a business, and leaving a legacy along the way. Afterburn...
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Season 1
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38:36

Tackling Student Loan Debt & Advancing Healthcare Along the Way with Dr. Brian Ostick, MD
What a phenomenal conversation with Dr. Brian Ostick, MD, ER Physician and Chief of Staff at Valley Presbyterian Hospital in Southern California. Dr. Ostick shares how he and his wife, Dr. Aimee Ostick, tackled over a half a million dollars of ...
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Season 1
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33:36

How to Transition from Corporate America to Successful Entrepreneur with Karen Santilla
Our guest today left the corporate world after almost 30 years in a leadership role. With her high energy - failure's not an option - mindset, Karen Santilla carried her momentum into the world of entrepreneurship. That was 10 years ago! Listen...
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Season 1
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36:22

How to Plan (and Pay) for College with Rudy Herera
Rudy Herrera is the founder and CEO of College Assurity. Throughout his life Rudy coached various sports teams and in 2005 he Founded a Club softball organization (10U-18gold) that helped close to 200 girls get recruited and achieve their...
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Season 1
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32:47
