F3 Podcast - Faith, Family, and Finance

As I sat across from Leah Anne Brooks, a sensation of awe struck me—not just because of her status as a senior partner at Gaddis Premier Wealth Advisors, but because of the intricate tapestry of her journey that she was about to unfold. Prepare to be captivated by Leah Anne's candid stories of navigating the complexities of a firm merger, her disciplined tennis background shaping her business mindset, and the peculiar yet intriguing intersection of wealth management with the world of pickleball.
This conversation isn't just about balance sheets and asset management; it's a heartfelt narrative where we explore the essence of personal evolution, discussing the profound impact of family dynamics, career pivots, and the relentless current of technological innovation that keeps us on our toes in the financial realm. It's the story of two professionals who found harmony in the confluence of personal passions and professional pursuits.
But it's also a dialogue that transcends the cut-and-dry aspects of finance, delving into the soulful connection between faith, business ethics, and the redemptive power of philanthropy. Leah Anne and I illuminate how hobbies like quilting weave through the fabric of our lives, strengthening bonds with clients and colleagues alike. So, join us for this inspiring episode where business acumen meets personal growth, and where the boardroom and quilt room can surprisingly share common ground.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

What inspires someone to step into the challenging arena of politics, especially during a global pandemic? Join us for this riveting episode as Cody Maynard, Oklahoma State Representative for District 21, shares his transformative journey. Cody talks about the profound conversations with his wife and the introspective moments during the COVID-19 lockdown that led him to pursue public office. By overcoming initial hesitations and leveraging his background in accounting, Cody found the courage to run, driven by a vision to impact future generations positively.
Balancing the demands of legislative duties and family life is no small feat. Cody opens up about his strategies to ensure he remains present for his family, highlighting the importance of planning intentional family time. Our conversation delves into the rapid cultural shifts over the past two decades, tackling controversial topics like the role of religion in education and the influence of the transgender movement on parental rights. Through these discussions, Cody offers insights into preserving traditional values and the broader societal implications of these changes.
The episode takes a deeper look at the role of government and religious institutions in shaping moral values, particularly as parents navigate mature themes with their children. We reflect on core values such as integrity, personal responsibility, and the importance of lifelong learning, drawing inspiration from historical figures like Viktor Frankl. Cody shares personal anecdotes and family traditions that reinforce these values at home. Finally, we explore the complexities of national and state financial responsibilities, the implications of fiat currency and inflation, and the hard choices required for economic stability. This thought-provoking episode is packed with valuable insights that will leave you contemplating the future of our society.

Derek sits down to talk with Dave Reed, in this episode we hear Dave's story, about his family and some funny stories from back when he worked at a pawn shop! You won't want to miss this one.
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints, and analyses of the speakers. It does not necessarily represent those of Gaddis Premier Wealth Advisors, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by or Gaddis Premier Wealth Advisors, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of Gaddis Premier Wealth Advisors, a registered investment advisor. Private Client Services and Gaddis Premier Wealth Advisors are unaffiliated entities. Advisory services are only offered to clients or prospective clients where Gaddis Premier Wealth Advisors and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by Gaddis Premier Wealth Advisors unless a client agreement is in place.

Welcome to our first episode of season 2! Uncover the compelling journey from traditional IT roles to the dynamic world of fractional CTOs with our special guest, Matthew Weir from Fulcrum Insights. Matthew shares his passion for problem-solving through tech leadership and the boundless creativity that modern technology offers businesses. Our conversation highlights how today's CTOs are not just tech custodians but innovative leaders who bridge business needs with cutting-edge tools and solutions, moving beyond routine IT tasks into realms of automation and innovation.
We also navigate the critical realm of data security in a world rapidly shifting to cloud services. Matthew sheds light on the common pitfalls of inadequate cybersecurity measures and offers insights into the robust layers of protection provided by advanced platforms like Microsoft 365. Our discussion underscores the urgency for businesses to prioritize comprehensive cybersecurity strategies to guard against data breaches, emphasizing the pivotal role of specialized firms in safeguarding sensitive information.
Dive into the transformative power of AI in business productivity as we explore its seamless integration with existing technologies like CRMs and VoIP systems. Matthew and I discuss AI’s ability to enhance customer interactions through natural language processing and efficient scheduling capabilities. Lastly, we reflect on the themes of perseverance, faith, and community influence as essential drivers of personal and professional success. From personal stories of resilience to the importance of authentic relationships, this episode is a heartfelt exploration of what it takes to achieve one's goals with purpose and integrity.

Join us and explore the incredible fitness journeys that redefine limits with our guest, Mark Meeks, co-owner of Redline Functional Fitness and mastermind behind the Fit Over 40 program. Hear about extraordinary personal milestones, like a new mom impressively deadlifting 220 pounds, and the vibrant sense of camaraderie that turns workouts into friendly competitions. We delve into the magic of pushing past perceived limits with the concept of progressive overload, showing how persistence and community support lead to unexpected achievements for those who once doubted their abilities.
Our conversation doesn't stop at physical strength; it uncovers the transformative power of fitness in overcoming personal fears and health challenges. From aspirations like playing with children to mending family health issues through minor lifestyle changes, the narratives highlight diverse motivations that drive people to hit the gym. As we share heartfelt stories, including a nurse practitioner's inspiring journey to better health, we underscore how personalized fitness plans and community encouragement can profoundly impact lives.
Prepare to be inspired by Amanda's remarkable transformation, a journey of healing fueled by faith, exercise, and nutrition. Her story is a testament to the power of belief, leading to improvements in health and vision, and a loss of 46 pounds, all achieved through consistency and support. We also cover essential topics like foundational movements for longevity and the importance of a growth mindset, illustrating how resilience and community are key to achieving long-term health and well-being. Tune in for practical insights and motivational stories that may just spark your own fitness transformation.