The BAM School Podcast

Buddy Rathmell

The Bam School Podcast is all about Business, Adventure and Mission. Join us as we have great conversation around the intersection of these topics.

Leading with Generosity and Gratitude - James KwonThe Indiana Jones of Social Entrepreneurship - Evan "Coach K" KubickConnecting Cultures Through Beauty - Liv shares about her adventure launching her own Business as Mission projectBob Brown - Wearing Your Faith on Your SleeveThe Value of Talking to Strangers & Adding ValueLead Like Jesus & Be a Remarkable Manager - Dr. Ray WheelerBusiness for Transformation - Matt KThe Importance of Measuring Spiritual Impact - James WatersRetired at 43 & Traveling the World FI.  - Bonnie TruaxSuccessful Financial Planning & Crypto - Erik Olson
Erik Olson is a servant leader who helps clients meet their goals with financial planning.  I think you'll enjoy our conversation and it might just inspire you to do something wiser with your finances.   https://www.linkedin.com/in/financialerik/ Arete Wealth Planning LLC — A financial planning and investment management advisory firm Erik C. Olson, CFP®, CKA®   Clients who seek our advice tend to be bright, accomplished people who continue to enjoy their careers and families, but who recognize they are facing a variety of consequential financial decisions beyond their own expertise. These commonly include retirement, Social Security and Medicare, investments, insurance, caring for aging parents, tax planning, estate planning, and education planning.      The clients who choose us over other advisors tend to value our rigorous and comprehensive planning process, our research-driven low-cost investment approaches, our independence, the access we offer to investment options normally reserved for institutions and the ultra-wealthy, and the exacting care we take to ensure our recommendations are demonstrably offered as fiduciaries focused on clients’ best interests.     A subset of our clients also want investment portfolios that reflect their values, whether spiritual, environmental, social, or otherwise. As such we offer investment portfolios tailored to these values, including Biblically Responsible Investing portfolios, various customized Sustainable Investing (ESG) portfolios, and particular Impact Investments.  We currently are identifying potential opportunities for clients to invest directly in various Business as Mission and/or Kingdom-Impact businesses.   Our firm is dually registered as a Registered Investment Adviser (RIA) and as a broker-dealer (B-D). The main benefit of the B-D registration is that we can offer some carefully curated private equity and private debt investment opportunities to investors who qualify, and yet under the RIA registration offer these at a discount, stripped of the commission.     That said, I am committed to acting at all times as a fiduciary, and as such I work almost exclusively on a fee basis.  In very rare instances, and only after extensive planning and analysis based on the client’s specific circumstances, it may be that the best solution for a given client actually is a commission-based product. When that is the case, I carefully explain why, with full disclosure of any potential conflicts of interest. The client is then equipped to accept or decline that recommendation.   I am a Certified Financial PlannerTM (CFP®) practitioner, and have emphasized developing special expertise in retirement income planning, tax strategies, estate planning strategies, and factor-based investing.  Our core team includes my two assistants, and we are then backed by our firm’s compliance officers, investment due diligence team, and home office administrative support.  We also collaborate with various investment specialists, insurance experts, estate planning attorneys, and CPAs to provide you with carefully examined multi-disciplinary advice.   In most ca
May 19 2021
31 mins
Becoming who God made your to be - Adam JonesA Business as Mission Legend - Mike BaerThe Scosche Story.  The mountains and valleys of business with a strong faith foundation.  With Roger & Vince Alves.Doing What You Love With People You Love & Making A Big Difference - Matt ToddArtist and Adventurer & What the heck is an NFT? - Chris CohoonAdventures in App Business Brokering - Eric OwensLiving Water for shepherds and kings - Laurie NellRedeeming the People Business - Tyler BurtonAn Entrepreneur's Journey - Clayton Ferguson