Wealth Harmony

The Wealth Harmony podcast, hosted by April Turch, is aimed to share meaningful insights on ways we help our clients and community reduce stress and focus on what is important.

Wealth Harmony is a business podcast hosted by April Turch, with 16 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

April Turch hosts Wealth Harmony, a business show with 16 episodes published.

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  Wealth Harmony

  Teaching Financial Literacy to Kids with Stefani Tueme

  Apr 23, 202530 minS0

  <p>Wealth Harmony with April Turch, Episode 16</p><p>In this episode of Wealth Harmony, April Turch speaks with Stefani Tueme, Certified Financial Planner™ (CFP) with Wolf Group Capital Advisors and an IRS Enrolled Agent (EA).</p><p>Tune in to the episode to hear about:</p><p>- Stefani ‘s book "My Very First Cash," which aims to teach financial literacy to children, emphasizing the importance of saving and the excitement around money management</p><p>- The difference between being rich and being wealthy, focusing on the mindset and fulfillment aspects of financial planning and education</p><p>- Ti...

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  Wealth Harmony

  Balancing Compliance & Client Interests: A Conversation with Jon Simone

  Mar 19, 202536 minS0

  <p>Wealth Harmony with April Turch, Ep 15</p><p>In this episode of Wealth Harmony, April Turch speaks with Jon Simone, a Senior Sales Solution Consultant at MCO (MyComplianceOffice).</p><p>Tune in to the episode to hear about:</p><p>*The importance of ethical decision-making and navigating gray areas in compliance</p><p>* The significance of proactive policy-making and staying vigilant amid regulatory changes and uncertainty</p><p>* How clients can evaluate advisors based on values and compliance, likening the process to dating where alignment is crucial</p><p>* Jon’s definition of "wealth harmony" as a balance that on...

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  Wealth Harmony

  The Wolf Group’s Origin Story with original partners, Len Wolf & Bob Len (Interview by Mishkin Santa)

  Feb 6, 20251h 20mS0

  <p>Wealth Harmony with April Turch, Episode 14</p> <p>In this special episode of Wealth Harmony, April Turch shares an episode from her colleague and Partner at the Wolf Group, PC (Global Tax Advisory), Mishkin Santa’s podcast, The Essential Tax Podcast, in which he highlights the original partners of The Wolf Group, Len Wolf and Bob Len. Together, Mr. Wolf and Mr. Len discuss how The Wolf Group got started and share insights into business growth and tax implications.</p> <p>Mishkin Santa's bio & contact info: https://thewolfgroup.com/our-people/tax-team/mishkin-santa-jd-llm</p> <p>Read more about The Wolf Gr...

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  Wealth Harmony

  How Compliance Fuels Sustainable Growth — April Turch on the Connected Advisor Podcast

  Jan 30, 202528 minS0

  <p>Wealth Harmony with April Turch, Episode 13</p> <p>We’re happy to kick off Wealth Harmony’s second season by sharing April Turch’s special appearance on The Connected Advisor podcast with host Kyle Van Pelt, co-founder and CEO of Milemarker. </p> <p>Tune in as April talks with Kyle about compliance and growth in wealth management. They discuss why compliance should not hinder growth, how advisors can leverage compliance to build a world-class company, the role of technology in reshaping the industry, and the regulatory challenges that AI and cryptocurrency present.</p> <p>Key moments: </p> <p>[01:58] - April...

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  Wealth Harmony

  Protecting Prosperity & Understanding Diminished Capacity with Ellen Bruno

  Dec 6, 202430 minS0

  <p>Wealth Harmony with April Turch, Episode 12</p> <p>In this episode of Wealth Harmony, April Turch speaks with Ellen Bruno, Founder and Head of Compliance Advisor Professionals, a compliance consulting firm dedicated to helping investment professionals and investment advisory firms meet their regulatory compliance needs. Ellen has over 18 years of experience in compliance consulting for investment advisory firms, specializing in helping them stay in line with SEC regulations. </p> <p><br />Tune in to the episode to hear about:</p> <p> * Ellen's journey from being a neophyte accountant to founding her own compliance consulting firm, specializing in working with i...

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