In this episode, Preston and Henry sit down with Joe Mackey, Wealth Advisor, Visionary & Partner at MKD Wealth. They discuss how the friends around you can determine your future, the impact of the right and wrong mentor in your life, and the pursuit of healing the world by first healing yourself.

Joe Mackey grew up in Greenfield, Indiana before going to work for a large food distribution company where his path set him to climb the corporate ladder. Realizing it wasn’t meant for him, he joined a small financial services firm before starting his own, MKD Wealth, where he’s been for the last 23 years. MKD Wealth strives to deliver clarity, confidence, freedom, and meaningful impact for families and businesses.

Links:

MKDWealth

Get in touch with Joe: joe@mkdwealth.com

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Henry and Preston sit down with Rick Sutkiewicz, Chairman of ThermalNetics. They discuss how a competitive spirit can be used as a tool to drive an entrepreneurial organization, the desirable and undesirable consequences of being the one in control, and eventually learning to give up that control.

Rick graduated from University of Michigan with a degree in Industrial Engineering, and a collegiate football career as a placekicker for Michigan, playing under Bo Schembechler alongside Jim Harbaugh. After graduating, he went on to technical sales at a large organization, eventually deciding to pursue a career in business ownership. He acquired ThermalNetics in 2004, a HVAC company whose mission is to provide more comfortable and healthy indoor environments through innovative HVAC solutions.

Please enjoy the show.

Links:

ThermalNetics

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In this episode, Preston and Henry sit down with John & Joe Graziano, President and Vice President of FFP Wealth Management. They discuss the importance of instilling culture into your business, the impact of hiring a wrong-fit teammate, and the role of mentors in a business.

John, who became a Certified Public Accountant in 1987, expanded his CPA firm in 1989 to include financial planning. This expansion stemmed from his concerns regarding the caliber of financial advice that his tax clients were receiving from other advisors. He takes an active role in mentoring over 100 CPA firms, and he has written articles and co-authored a book about financial planning with his brother, Joe.

Joe developed an interest in financial services after his father's death at a young age emphasized the importance of financial planning. He joined John's firm 10 years ago and is a Certified Financial Planner, helping the company advise clients on billions of dollars in assets.

Links:

FFP Wealth Management

Get TPA Fit