Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® and Josie Allred | Podcast on RSS.com

Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® and Josie Allred

Lets Talk Wealth Podcast - Hosted by Robert Montes, CPFA® and Josie Allred

by Robert Montes

Entrepreneurship Investing

Season 1

EP. 16 : Ryan Nahapetian | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to the Let's Talk Wealth Podcast! In this compelling episode, we are joined by Ryan Nahapetian, a dedicated pulmonologist based in Missoula, Montana. With years of experience working in the ICU and clinic, Ryan shares powerful stories and insights from the medical field that will leave you inspired and informed. 🩺 During this conversation, we dive into: Ryan's intense experiences in the ICU, working on the frontlines of critical care. The challenges and rewards of practicing medicine in a community like Missoula. How his role as a pulmonologist has shaped his perspective on health, resilience, and life. This episode offers a unique look into the world of medicine and the incredible work being done by healthcare professionals like Ryan. 🌟💡 Have questions or want to connect with us?📩 Contact us: Josie Allred: josie@nexuswealthmanagement.org Robert Montes: robert@nexuswealthmanagement.org 🌐 Visit us online for more inspiring content and resources: letstalkwealthpodcast.com nexuswealthmanagement.org 👉 Don’t forget to like, comment, and subscribe for more powerful conversations about success, resilience, and building a wealthy, fulfilling life.

EP. 15 : Derrick Paulson | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to the Let's Talk Wealth Podcast! In this episode, we’re excited to have Derrick Paulson as our guest! Derrick is a successful construction business owner from Missoula, Montana, a passionate Brazilian Jiu-Jitsu (BJJ) practitioner, and a devoted husband. 🏗️🤼‍♂️💍 Derrick shares his journey of building a thriving construction business in Montana while balancing his passions and personal life. We discuss: - The challenges and rewards of being a business owner in the construction industry. - How Brazilian Jiu-Jitsu has impacted his mindset, discipline, and approach to life. - Insights on maintaining balance between being a business leader, friend, and husband. This episode is packed with motivational stories, practical advice, and a behind-the-scenes look at Derrick’s entrepreneurial and personal journey. 🌟 Please visit Letstalkwealthpodcast.com 💡 Have questions or want to get in touch with the hosts? 📩 Contact us: Robert Montes: Robert@Nexuswealthmanagement.org Josie Allred: Josie@Nexuswealthmanagement.org 👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about building wealth, pursuing passions, and achieving success! Shoutout to Weezle Marketing for helping with the edit of the podcast!

EP. 14 : Sam Dasios | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to the Let's Talk Wealth Podcast! In this exciting episode, we’re joined by the talented Sam Dasios, a wedding DJ based in Missoula, Montana, with roots in beautiful Greece! 🎧🇬🇷 Make sure to Book Sam for your Wedding at djdasios.com or Call or Text him at (406) 293-1731 Sam shares his unique journey from growing up in Greece to becoming one of the most sought-after wedding DJs in Montana. We dive into: - How his Greek heritage influenced his energetic passion for entertaining and connection with people. - The inside scoop on the wedding DJ industry - His entrepreneurial mindset and how he turned his love for music into a thriving business. This episode is full of uplifting stories, cultural inspiration, and practical advice for anyone looking to follow their passion and build a business that makes people smile. 🌟 💡 Whether you’re a music lover, entrepreneur, or just here for a great story, you don’t want to miss this! 👉 Don’t forget to like, comment, and subscribe to hear more inspiring conversations about success, creativity, and wealth-building. 👉 If you need financial help, please reach out to Robert Montes, the host of the podcast at Robert@NexusWealthManagement.org or Josie Allred at Josie@nexuswealthmanagement.org Visit our Website at Letstalkwealthpodcast.com

EP. 13 : Mike Brown | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to the Let's Talk Wealth Podcast!In this episode, we’re thrilled to have Mike Brown as our guest—a proud Montana business owner, veteran, and an inspiring leader in his community. 🇺🇸💼Mike shares his incredible journey from serving in the military to becoming a successful entrepreneur in Montana. He opens up about: The lessons he learned in the military that shaped his leadership and discipline in business. His experiences as a Montana business owner and the challenges of building and sustaining a business in today’s world. How his story can inspire others to pursue their goals with resilience, determination, and purpose. This conversation is packed with actionable advice, motivational insights, and a look into Mike’s unique perspective on life, business, and giving back to the community. 🌟💡 If you’re looking to learn from a veteran turned entrepreneur, this episode is for you! 👉 Don’t forget to like, comment, and subscribe for more inspiring conversations about wealth-building, success, and personal growth.

EP. 12 : Robert Montes & Josie Allred | Lets Talk Wealth Podcast

🎙️ Welcome to the Let's Talk Wealth Podcast!In this special episode, join host Robert Montes and co-host Josie Allred as they sit down for a fun and motivational conversation that'll leave you feeling inspired and entertained! 🚀This episode is all about getting to know Robert and Josie on a deeper level. They dive into: Their personal journeys and motivations. Fun and lighthearted topics to keep things upbeat. Powerful insights to spark your own drive and ambition. Whether you're here for a dose of inspiration, a few laughs, or just to hang out with your favorite hosts, this episode has it all! 💬 Let us know your favorite part in the comments! 👍 Don’t forget to like, share, and subscribe to catch more inspiring episodes with Robert and Josie. 🌟 Stay tuned—this is just the beginning of something amazing! Robert@NexusWealthManagement.org Josie@NexusWealthManagement.org

EP. 11 : Zach Gratton | Lets Talk Wealth Podcast with Robert Montes and Josie Allred

🎙️ Welcome to Let's Talk Wealth Pod! In this episode, we sit down with Zach Gratton, a passionate and driven real estate agent from Missoula, Montana, who’s making waves in the world of property and investments. 🏡 Zach shares his journey into the real estate industry, offering valuable insights into the Missoula market, tips for first-time buyers, and how to build lasting wealth through property. Beyond his professional expertise, Zach is preparing for an exciting new chapter in life—becoming a father! 🤰👶 To help support Zach : - Website : Gfgrealestate.com - Instagram : @Gfgrealestate 💡 Whether you're looking to learn about real estate, gain wealth-building knowledge, or hear inspiring stories about balancing career and family, this episode delivers it all. 🌟 Don’t miss the chance to hear Zach’s advice, personal experiences, and his unique perspective on life, business, and the future! 🔔 Be sure to like, comment, and subscribe for more inspiring conversations on wealth, growth, and success! Special thanks to Weezle Marketing : Weezle.com for helping with our marketing

EP. 10 : John 'JW' Allendorf | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, where hosts Robert Montes and Josie Allred dive into the stories that inspire success and explore what it means to create a rich and fulfilling life. 🌟 In this episode, we’re thrilled to have sit down with John 'JW' Allendorf and talk "down old memory lane". We could have talked for 3 hours more about his life growing up, hitch hiking throughout the USA, going to Vietnam, his wife, and so much more! Very inspirational man with a lot of wise words to say. Get ready for an engaging conversation that covers everything from thriving in life, love, and respect with this episode. Special thanks to Weezle Marketing for producing this episode and helping us bring these impactful stories to life (Weezle.com) Subscribe now and join us as we explore the journeys of incredible individuals like John 'JW'. Let’s talk life, let’s talk balance, and most importantly, Let’s Talk Wealth! LetsTalkWealthpodcast.com

EP. 09 : Ty Hobbs | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, where hosts Robert Montes and Josie Allred dive into the stories that inspire success and explore what it means to create a rich and fulfilling life. 🌟 In this episode, we’re thrilled to sit down with Ty Hobbs, a dedicated dad, passionate supporter of Montana Grizz Sports, and expert in the world of real estate right here in Missoula, Montana. Ty shares his unique perspective on balancing family, business, and his love for sports while building a life full of purpose and connection. Get ready for an engaging conversation that covers everything from thriving in the real estate market, lessons learned on the field and in life, and how Ty defines true wealth beyond dollars and cents. Special thanks to Weezle Marketing for producing this episode and helping us bring these impactful stories to life (Weezle.com) Subscribe now and join us as we explore the journeys of incredible individuals like Ty Hobbs. Let’s talk life, let’s talk balance, and most importantly, Let’s Talk Wealth! LetsTalkWealthpodcast.com

EP. 08 : Natalie Buchman | Lets Talk Wealth Podcast with Robert Montes & Josie Allred

Welcome to the Let’s Talk Wealth Podcast, hosted by Robert Montes and Josie Allred, where we explore what it really means to live a rich and intentional life. In this episode, we’re joined by the incredible Natalie Buchman, a teacher, wife, and mother based in Missoula, Montana. Natalie shares her journey of balancing the multifaceted roles of educator, partner, and parent, while pursuing her own version of wealth and fulfillment.Together, Robert and Josie dive into an inspiring conversation with Natalie about the challenges, triumphs, and lessons learned as she builds a meaningful life centered around family, community, and personal growth.If you’re looking for real stories, heartfelt connections, and actionable insights to help you define wealth on your own terms, this episode is for you. Don’t forget to like, comment, and subscribe to join us on this journey of discovering what truly matters. Tune in and let’s talk wealth!

EP. 7 : Natalie Black at Worden Thane P.C. | Lets Talk Wealth Podcast hosted by Robert Montes & Josie Allred

Estate Planning Basics with Attorney Natalie Black (Worden Thane) | Wills, Trusts, Probate & Powers of Attorney (Note : Not official legal advise) On this episode of Lets Talk Wealth Podcast, host Robert and co-host Josie talk with Natalie Black, a partner at Missoula law firm Worden & Thane, about her path from law school intern to partner and her “work hard, play hard” philosophy. Natalie explains core estate-planning documents—wills, trusts, powers of attorney, and living wills—why powers of attorney matter even for young adults, and how failing to plan can trigger costly guardianship/conservatorship proceedings. The conversation covers probate in Montana, strategies to avoid it (beneficiary designations, joint ownership, transfer-on-death deeds, and trusts), and why beneficiary designations can override a will. They compare Montana practice to “big law,” discuss revocable vs irrevocable trusts (including estate-tax and specialized needs planning concepts), touch on UTMA and 529 considerations, and highlight real-world scenarios involving incapacity, family conflict, and fraud risks. ( Note : Not to take this as official legal advice ) 00:00 Welcome to the Lets Talk Wealth Podcast 00:40 Work Hard Play Hard 03:24 Becoming a Law Partner 05:17 Why Law School 09:39 Standing Out in Interviews 16:34 Big Law vs Montana Practice 21:59 Choosing Estate Planning 27:30 Estate Planning Basics 32:31 Recruiting Drive to MEPS 33:01 Wrong Way Crash Scene 34:04 First Responder Aftermath 34:53 Estate Planning Cost Reality 36:07 Holographic Wills Explained 37:44 Power of Attorney Pitfalls 39:56 Beneficiary Designation Nightmares 43:34 Why Beneficiaries Override Wills 46:15 Probate Process Breakdown 51:38 Guardianship for Minor Kids 55:57 UTMA and 529 Tradeoffs 59:36 Changing UTMA Needs Court 01:02:53 Parenting Tangent and Control 01:05:09 Control in Marriage 01:05:57 Trust Basics Explained 01:07:13 Revocable vs Irrevocable 01:09:53 Estate Tax Gifting Trusts 01:12:52 State Laws and Community Property 01:15:39 Prenups and Protecting Wealth 01:25:56 Medicaid Trusts and Lookback 01:28:24 Corporate Trustees and Compliance 01:31:55 Special Needs Trusts 01:33:23 Medicaid Workarounds Reality 01:33:54 Estate Planning Priorities 01:35:13 Power of Attorney Basics 01:35:57 Living Wills and Trusts 01:37:09 Durable vs Springing POA 01:39:13 Limiting Authority and Fiduciary Duty 01:42:43 Undue Influence Red Flags 01:45:46 Challenging Capacity in Court 01:47:55 Scams and Advisor Intervention 01:52:27 Stewardship and Value Mindset 01:56:16 How to Connect and Wrap Up ( Disclaimer : This podcast is for general information and educational purposes only. This is not official legal or wealth advice)

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