Money Talk with Brandon Steele Podcast

Money Talk with Brandon Steele

Mainsail Financial Group
The Money Talk with Brandon Steele, CFP®, ChFC® Podcast brings you interviews with a variety of industry professionals who share their unique perspectives and experiences in the business world. Past guests have included experts from aerospace, technology, insurance, accounting, real estate, and more! Advisory services offered through Mainsail Financial Group, LLC, a Registered Investment Adviser.
Benefits of Joining Your Local Chamber of Commerce with Bellevue Chamber Directors Sarah Martinez and Sam Jones
As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.Jeff Gilbert has been operating his law practice in Mukilteo, WA since 1995, serving the greater Snohomish, King, and Island county. His practice focuses primarily in the areas of estate, trust, probate, family law, contract review and preparation, and small business formation. He is involved in the local community, serving as past president and as a board member for the Mukilteo Chamber of Commerce and in the Chamber's scholarship committee. Jeff lives in the city of Mukilteo since 1992 with his wife and 3 daughters.This episode was filmed at Honor Coffee in Downton Bellevue, a coffee shop serving the finest coffee, matcha, and baked goods.
Apr 3, 2023
How to Reduce Estate Tax Through Gifting with Jeff Gilbert
As the saying goes, nothing is certain except death and taxes. But how can one reduce taxes for those who benefit from your estate? How can strategic gifting benefit your estate planning? And what might change for inheritance and estate tax in the future? In this conversation, estate, trust probate, and family lawyer Jeff Gilbert joins Brandon to share insight into estate gifting strategies, the SECURE Act 2.0 , and what legislation changes may be on the horizon from an estate planning perspective.Jeff Gilbert has been operating his law practice in Mukilteo, WA since 1995, serving the greater Snohomish, King, and Island county. His practice focuses primarily in the areas of estate, trust, probate, family law, contract review and preparation, and small business formation. He is involved in the local community, serving as past president and as a board member for the Mukilteo Chamber of Commerce and in the Chamber's scholarship committee. Jeff lives in the city of Mukilteo since 1992 with his wife and 3 daughters.This episode was filmed at Honor Coffee in Downton Bellevue, a coffee shop serving the finest coffee, matcha, and baked goods.
Mar 1, 2023
How to Determine What Insurance You Really Need with Ryan Ferrie
The number of insurance options out there can be confusing. How do you determine what insurance you really need and select the right coverage for yourself and your family? In this conversation, insurance expert Ryan Ferrie joins Brandon to share insight into what insurance options are available, what you may need, and the latest update about Long Term Care Coverage and the CARES Fund. Ryan Ferrie has been in the insurance industry for over 20 years, serving as a claims adjuster, sales manager, and agency owner at Empire Insurance Brokers. When he’s not busy at work, Ryan is an avid football fan and father to three children who keep him going daily. He loves his home in the Pacific Northwest, and all the great outdoors offer. This episode was filmed at Top Pot Doughnuts in Downton Bellevue, a favorite treat for many celebrations here at Mainsail. Learn more at toppotdoughnuts.com!
Feb 1, 2023
Mid Term Election Impacts on the Stock Market and Legislation
In this special edition of the Money Talk podcast, Brandon shares the impacts of the recent mid term elections. From the stock market to the economy and upcoming legislation, tune in below to discover what may be on the horizon as we look ahead into 2023.
Nov 22, 2022
What's Happening with the Economy in Bellevue, WA with Deputy Mayor Jared Nieuwenhuis
The local economy can have a huge impact on resident’s quality of life. How is the current economy, housing market, and pandemic recovery affecting Bellevue, WA locals? In this conversation, Deputy Mayor Jared Nieuwenhuis joins Brandon to share insight into what is happening in the local economy here in the greater Bellevue area.Deputy Mayor Jared Nieuwenhuis was elected to the Bellevue City Council in November 2017, and chosen as deputy mayor in January 2020. His focus is on neighborhoods and results-oriented local government. Jared represents the council on the King County Domestic Violence Initiative Regional Task Force. He is council liaison to the East Bellevue Community Council and Human Services Commission. Outside of his time on the council, he is an avid cyclist who enjoys riding through Bellevue’s neighborhoods and spending time at Downtown Park with his family.This episode was filmed at Bake's Place in Downton Bellevue, a favorite happy hour, event, and outdoor dining spot. Learn more at bakesplacebellevue.com!
Oct 10, 2022
How to Find Networking Events and Build Relationships with Marissa Gaston
Building relationships and networking can be key no matter what stage of life you are in. But how can you build stronger relationships, and find networking events? In this conversation, Young Professionals Director Marissa Gaston joins Brandon to share networking tips and tricks for your next in person event. Marissa Gaston is the Young Professionals Director at the Washington Policy Center. Washington Policy Center (WPC) is an independent, non-profit 501(c)(3) research and educational organization informing people about bills, roll call votes and other legislative action taking place in Olympia. In September 2021, Marissa was named a 30 under 30 honoree by 425 Business magazine. You can learn more about Marissa and her work with Washington Policy Center here: https://www.washingtonpolicy.org/
Aug 2, 2022
The Impact of Rising Interest Rates on Seattle Real Estate with Rob McGarty
With rising interest rates nationwide, what does this mean for the Seattle real estate market? In this conversation, real estate broker Rob McGarty joins Brandon to share what he is currently seeing in the housing market and what we might expect ahead.Rob McGarty is the founder and designated broker at Bushwick Real Estate in Seattle. Rob has been helping his clients buy and sell homes in the Seattle community since 2004. Additionally, Rob was the first agent at Redfin. He’s known for his experience and skills negotiating top dollar when selling, winning the multiple-offer situations, and is full of expert ideas and advice for making your house your home. You can get in touch with Rob McGarty on his website, Facebook, LinkedIn, or Instagram.
Jul 1, 2022
How to Handle Finances in a Relationship with Evonne Noble, MA, LMHC
What is one area that most couples struggle with? Finances. No matter where you are at in your relationship, managing finances can be a challenge. In this conversation, psychotherapist Evonne Noble joins Brandon to how to handle finances in a relationship and how to handle money conversations as a couple.Evonne Noble, MA, LMHC is the owner and CEO of Puget Sound Psychotherapy in the Madison Valley neighborhood of Seattle. She offers counseling services and co-manages her vibrant group practice. She specializes in working with couples and families, but also see individuals experiencing anxiety, relationship challenges, parenting, work stress/conflict, and other life challenges.When she is not working with clients, Evonne enjoys walking, biking, hiking, swimming, and gardening. When not outside, she prefers to be reading, writing, or cooking for friends and family. You can get in touch with Evonne Noble on her website.
Jun 2, 2022
The Power of Branding Yourself with Shelby Elmore
What is personal branding, and why is it so important? In this conversation, marketing director Shelby Elmore joins Brandon to share the power of branding ourselves and how we can utilize this to stand out, whether that is in our career, in our side hustle, or in our business.Shelby Elmore is an outgoing field marketing professional who specializes in leading teams and growing organizations through exceptional marketing, branding, and advertising initiatives. She got her start as the first-ever women’s fitness writer for sports retailer Finish Line. At the same time, Shelby led market research and brand development at a pioneering influencer tech start-up, influence.co. Currently, Shelby sits on the Executive Leadership Team for Ascend Hospitality Group, where she is responsible for all marketing, advertising, public relations, design, and brand development for the multi-brand restaurant hospitality company. You can learn more about Shelby Elmore on her website, follow her on Instagram, or connect with her on LinkedIn. You can learn more about Rouge Cocktail Lounge, where this episode was filmed, by visiting rougebellevue.com.
Apr 1, 2022
The Psychology of Investing and Financial Wellness with Kate Dorman
When it comes to investing and your overall financial wellness, how does psychology play a part? In this conversation, financial therapist Kate Dorman joins Brandon to share how our early experiences, relationships, values, culture, social media, and feeling play into one’s relationship with money and financial behaviors.Kate Dorman LSWAIC, MHP, MSW is a personal finance nerd turned mental health therapist. At Sound Financial Therapy, Kate is passionate about helping people feel confident and in control of their personal finances and celebrating the small successes on the journey to reaching major accomplishments. Kate believes that personal finances are nuanced, financial decision making cannot simply be reduced to numbers, and change is always possible. You can learn more about Kate and Sound Financial Therapy here.
Mar 1, 2022
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