Just Peachie Show

Listen to or watch Peachie interview experts on insurance, finances, taxes and lifestyle

Just Peachie ShowJust Peachie Ep#32: Economic and Market Update April/May 2023 with Mario Nardone, CFA

Peachie Thompson, AALU, ALMI, ACS interviews Mario Nardone, CFA of East Bay Investment Solutions and they talk about some recent economic and market updates, latest banking turmoil, March madness in the financial world, labor market, global economy, and dollar strength.

May 10th, 2023
Just Peachie ShowJust Peachie Ep#31: Greenwise -Peachie's Favorite Grocery - with Josh Pafford

Peachie interviews Josh Pafford, Assistant Manager for Greenwise Nocatee, her favorite place for food shopping. They talk about how Greenwise is different than a regular Publix or supermarket. You'll also learn how to save money while shopping for Specialty, Natural and Organic foods as well as how to make the most out of this uniquely awesome store. The store is getting converted into a regular Publix. Now is the time to watch this episode before it's too late. This was recorded in January, way before we learned of this upcoming change!

April 27th, 2023
Just Peachie ShowJust Peachie Ep#30: Selling your own RIA (Registered Investment Advisor) Firm with Scott Snider CFP®, RICP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews one of the partners of Paragon Wealth Strategies, Scott Snider, CFP®, RICP®. Hear Scott's journey in the financial industry from working for big banks to owning then selling his own Registered Investment Advisor firm.

April 12th, 2023
Just Peachie ShowJust Peachie Ep#29: Pinay Power: Interview with a lawyer with Jonah Toleno, JD

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an award winning Filipina lawyer, Atty. Jonah Toleno. They talk about litigation in business, securities and financial services industry as well as what a successful "Pinay" lawyer does, tips on how to avoid litigation and a story of an Aushwitz survivor.

March 27th, 2023
Just Peachie ShowJust Peachie Ep#28: Aging and long term care with Barbara Micheletti, MS, gerontologist

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews aging expert and gerontologist, Barbara Micheletti, MS, founder of Interrupting Aging. They talk about how to slow down the aging process, especially as a woman, the connection of financial health and getting old as well as topics related to aging gracefully including long term care.

March 17th, 2023
Just Peachie ShowJust Peachie Ep#27: Working with a real estate agent with Tanya Cosmini

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an amazing realtor and owner of a real estate brokerage, Tanya Cosmini of Realty One Group in Jacksonville and St. Augustine, Florida. They talk about what it means to be a realtor, how to work with one, how they get paid, what's negotiable and what buyers or sellers should pay attention to when buying or selling a home.

February 8th, 2023
Just Peachie Show Just Peachie Ep#26: Get in the flow with Dr. Jordan Hutchinson

Peachie Thompson, AALU, ALMI, ACS interviews Dr. Jordan Hutchinson of Shaping Wealth for part 2 of the "State of Flow". What it means for advisors, business owners, employees, employers and clients. They also talk about OCBO (Outsource Chief Behavioral Officer) and his recently published research.

January 20th, 2023
Just Peachie ShowJust Peachie Ep#25: Incapacity Planning for All w/ Julia McKillop, Esq.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an attorney that focuses her practice on estate planning, probate, business entity formation, and real estate, Julia McKillop, a senior partner at McKillop Law Firm.

November 1st, 2022
Just Peachie ShowJust Peachie Ep#24: Financial Considerations for the Family w/ Adam House, CFP®

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 25 years, Adam House, CFP®, President and CEO of ACH Wealth Management. Adam has spent the past 7 years as a wealth management advisor to approximately 700 clients. He is motivated to maximize clients' opportunities and benefits to give his clients a breath of reassurance in their financial world.

October 18th, 2022
Just Peachie ShowJust Peachie Ep#23: Navigating Divorce & Finances as a Woman w/ Deana Brown, CFP®, CDFA™

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the investment and financial services industry for over 24 years, Deana Brown, CFP®, CDFA™, Managing Director of Contemporary Financial Planning. Deana specializes as an advocate for ultra-high-net-worth women who are about to or are going through the divorce process.

October 3rd, 2022
Just Peachie ShowJust Peachie Ep#22: Disability Insurance w/ Michael Prothe

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has been in the financial services industry for over 28 years, Michael Prothe, Brokerage Sales Director for Disability Insurance of Mutual of Omaha. Michael has over 15 years of experience as a financial advisor and 13 years in the disability insurance world. They talk about the value of having disability insurance as a tool to protect your income.

September 19th, 2022
Just Peachie ShowJust Peachie Ep#21: Entrepreneurship & Legal Considerations w/ Richard L. Brooks II, Esq.

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who comes from the legal profession with a strong business background and understands the excitement and struggle of a new business venture, Richard Brooks II, Esq., the founder of St. Augustine Law Group. They talk about the value of an attorney in the early stages of the business and practical concepts of entrepreneurship.

September 6th, 2022
Just Peachie ShowJust Peachie Ep#20: Volatility w/ Chad Holmes, CPA, CFP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who has over a decade of experience in finance and accounting, Chad Holmes, CPA, CFP® of Formula Wealth. They talk about the volatility of the stock market and how it affects your investments.

August 23rd, 2022
Just Peachie ShowJust Peachie Ep#19: Financial Planning Profession for Career Changers w/ Hannah Moore, CFP

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.

August 9th, 2022
Just Peachie ShowJust Peachie Show now on iHeart!

Just Peachie Show's podcast version is now live on iHeart for your listening pleasure. You may now listen to the show using iHeart Podcast, Amazon Music, Spotify, Apple or Google Podcasts.

July 27th, 2022
Just Peachie ShowJust Peachie Ep#18: Real Estate & Airbnb Investment w/ Andrea Ducharme

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews an Airbnb ambassador and expert in short-term and long-term rental investing, Ms. Andrea Ducharme. They talked about real estate investing and managing Airbnb rentals.

July 22nd, 2022
Just Peachie ShowJust Peachie Ep#17: Financial Considerations for Immigrants w/ Jane Mepham

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is passionate about simplifying wealth management and making it accessible to everybody, Ms. Jane Mepham. They talk about the cultural differences of immigrants and how financial advisors can help.

July 12th, 2022
Just Peachie ShowJust Peachie Ep#16: The State of Flow w/Jordan A. Hutchinson

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews someone who is an expert in the topic of 'flow' and Head of Product at Shaping Wealth, Mr. Jordan Hutchinson

June 28th, 2022
Just Peachie ShowJust Peachie Ep#15: How to Counter Inflation w/Blaine Thiederman, MBA, CFP®

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Blaine Thiederman, MBA, CFP® who is an award winning tax and financial planning expert specialized in helping high-earning individuals. They tackled ways on how to counter inflation.

June 14th, 2022
Just Peachie Show Just Peachie Ep#14: Student Loans w/Ryan Frailich, CFP®

In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ryan Frailich, CFP® who aspires to help people who feel overwhelmed with their finances, always wondering if they're making mistakes and are taken advantage of or shut out by our financial institutions.

June 1st, 2022
Just Peachie ShowJust Peachie Ep#13: Opioids and Finances w/Cheryl Canzanella, CLU, ChSNC, LUTCF

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Ms. Cheryl Canzanella, CLU, ChSNC, LUTCF who is passionate about educating people on the financial consequences of the opioid epidemic, and has been in the insurance brokerage business for 23 years.

May 13th, 2022
Just Peachie ShowJust Peachie Ep#12: Raising Empowered and Compassionate Kids w/Jo Lawson

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a dedicated educator, Jo Lawson, Director and Facilitator of Sapna Academy. They talk about self-directed learning and its benefits for the development of children and its difference from traditional learning. Empowerment of children and instilling a sense of compassion and empathy were also one of the topics.

May 3rd, 2022
Just Peachie ShowJust Peachie Ep#11: Prioritizing Health for High Performance w/ Dr. Vasco Valov

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Dr. Vasco Valov, Founder of Abundant Life Health Center and awesome health guru. They talk about how he helps high performers and some health tips for people desiring to get healthy

April 18th, 2022
Just Peachie ShowJust Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita. They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also discussed what Equita does for women financial planners.

April 4th, 2022
Just Peachie ShowJust Peachie Ep#9: Meal Planning w/ Alexia Lewis

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.

March 22nd, 2022
Just Peachie ShowJust Peachie Ep#8: Women and Financial Planning w/ Bridget Venus Grimes, CFP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They talked about financial issues of professional women especially women in executive positions. Financial anxiety was also tackled during their discussion.

March 7th, 2022
Just Peachie ShowJust Peachie Ep#7: The Financial Planning Profession w/ Ron Heymann, Jr. CFP®, ChFC

Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial planner.

February 22nd, 2022
Just Peachie ShowJust Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. They also discuss, Brooklyn's unique business model. This episode is for financial planners, and they will answer the question: "Why do financial planners need another financial planner to help them?" but, if you are a business owner, some of what they talk about may also apply to you. Enjoy!

February 10th, 2022
Just Peachie ShowJust Peachie Ep5: An Integrated Approach to Wealth Management with Beverly Whitman, CPA, CFP® and Adam Drake, CFA

Peachie interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do have them integrated. Also, here you will learn one key difference between a fee-based financial planner and fee-only financial planner.

January 24th, 2022
Just Peachie ShowJust Peachie Show now on Audible & Amazon Music!

Just Peachie Show's podcast version is now live on Audible & Amazon Music for your listening pleasure. You may now listen to the show using either Audible, Amazon Music, Spotify, Apple or Google Podcasts.

January 11th, 2022
Just Peachie ShowJust Peachie Show Now on Spotify!

Just Peachie Show's podcast version is now live on Spotify for your listening pleasure. You may now listen to the show using either Spotify, Apple or Google Podcasts.

January 10th, 2022
Just Peachie ShowJust Peachie Ep4: Innovation with Sara Frasca

Peachie interviews global innovation expert and award-winning entrepreneur, Ms. Sara Frasca. They talk about innovation, how to think outside the box, a positive disruption tool and how a restaurant called Trasca & Eatery thrived during the recent pandemic.

January 10th, 2022
Just Peachie ShowJust Peachie Show Now on Google Podcasts!

Just Peachie Show's podcast version is now live on Google Podcasts for your listening pleasure. You may now listen to the show using either Apple or Google Podcasts.

November 3rd, 2021
Just Peachie ShowJust Peachie Ep3: Cross-border Financial Planning w/ Marina Hernandez EA, CFP®, CEPA

Peachie and Marina talk about global financial planning and some things to think about before becoming a US citizen. Learn about tax requirements, financial considerations and insurance planning if you are a Swiss American living in the US or a Swiss citizen living in the US. Curious about Comilonas?

October 26th, 2021
Just Peachie ShowJust Peachie Show Now on Apple Podcasts!

Just Peachie Show's podcast version is now live on Apple Podcast for your listening pleasure. Google and Spotify coming very soon.

October 15th, 2021
Just Peachie ShowJust Peachie Ep2: A glimpse into a fiduciary financial advisor's mind w/ Sean Guldi, CFP ®

What is a fiduciary financial advisor? What are the questions to ask when interviewing potential financial advisors? What is a fee-only advisor? How do financial advisors get paid? Peachie interviews B&C Financial advisors, Chief Investment Officer Sean Guldi, CFP®. In this episode, they will answer these questions and talk about the current interest rate environment, alternative investments as well as what to do with the potential tax law changes in the horizon.

October 11th, 2021
Just Peachie ShowJust Peachie Ep1: Wills, Trust & Estates with Bill O'Leary, ESQ

Is estate planning just for the super wealthy? When and how do I get a will done? What is a trust? Peachie interviews esteemed estate planning attorney Bill O'Leary. In this inaugural episode, they demystify trusts, wills and estates for you.

August 31st, 2021
Just Peachie ShowBehind the scenes of the Just Peachie Show

Peachie shares the genesis of the Just Peachie show and what she hopes to deliver to her viewers.

August 26th, 2021
Just Peachie ShowPeachie is on YouTube!

Have you ever done something you never thought you would do? Here, I share a short version of how I decided to have my own YouTube channel to help demystify insurance, taxes, finance and lifestyle for the consumers.

August 3rd, 2021