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Platinum Talks Wealth

Education Podcasts

Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management as she talks with your neighbors, friends and several famous names throughout the world about their money memories and how those memories molded their future relationship with finances as an adult. Jennifer and her guests will also be bringing to light personal financial infidelities and how we can all learn from them. Please join us for this journey, share and subscribe! Guests and/or their company are not affiliated with or endorsed by Platinum Wealth Management and/or LPL Financial.

Location:

United States

Description:

Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell, President of Platinum Wealth Management as she talks with your neighbors, friends and several famous names throughout the world about their money memories and how those memories molded their future relationship with finances as an adult. Jennifer and her guests will also be bringing to light personal financial infidelities and how we can all learn from them. Please join us for this journey, share and subscribe! Guests and/or their company are not affiliated with or endorsed by Platinum Wealth Management and/or LPL Financial.

Language:

English


Episodes
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What It Takes to Become a Financial Advisor...

5/19/2025
Episode 97: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Ilyana Gutierrez the newest Wealth Advisor on the Platinum Wealth Management team. Ilyana shares her personal journey from years of interning to becoming a financial advisor. Join our conversation... Guest:Ilyana Gutierrez https://www.platinumwealth.net/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:23:30

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What If You Could with Matt Enyedi from LPL Financial...

5/12/2025
Episode 96: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Matt Enyedi, Managing Director of Client Success at LPL Financial. They discuss his new podcast, "If you Could." His biweekly podcast explores breakthrough strategies and untold stories from the most innovative minds in and beyond the financial world. Join our conversation as Matt's shares his personal money memories and financial infidelities. Guest: Matt Enyedi https://podcasts.apple.com/us/podcast/if-you-could-with-matt-enyedi/id1798331260 Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:25:37

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Behind the Curtain: What A Recruiter Can Do for You

4/16/2025
Episode 95: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Sue Colina: Executive Vice President of Sierra Executive Solutions (SES), Inc. Sue has more than 1,000's of successful career placements and has been headhunting professionals for 20 years! She shares her successes achieving long term, "good fit" career placements.Join our conversation as we delve into personal money memories and financial infidelities. Guest: Sue Colina https://www.linkedin.com/in/suecolina/ sue.colina@ses-nev.com 775-358-2800 Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:26:11

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Financial Feminist

4/9/2025
Episode 94: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Tara Johnson: Lead Strategist at Alchemy Wealth Marketing. She shares the belief everyone deserves to be heard and valued... especially women in the financial world who are lifting and empowering others on their financial journey. Join our conversation as we delve into personal money memories and financial infidelities. Guest: Tara Johnsonhttps://alchemywealthmarketing.com/about/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:25:50

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Queen Realtor & Connector

3/5/2025
Episode 93: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Wendi Archuleta about entrepreneurship, real estate, mindset and work ethic. We also share the importance of women lifting women. Join our conversation as we delve into personal money memories and financial infidelities. Guest: Wendi ArchuletaSellingReno.Wendi@yahoo.com 775-291-3647 Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:20:18

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A Divorce Solutionist

2/27/2025
Episode 92: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she speaks with Tracey Bee, a Family Court Strategist with over 20 years of experience as a former family law attorney. Tracey specializes in guiding both pro se litigants and some lawyer-represented clients through the most challenging aspects of the Family Court process. Join our conversation as we delve into personal money memories and financial infidelities. Guest: Tracey Beewww.TheDivorceSolutionist.com Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:24:57

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Millionaire Migrant

2/10/2025
Episode 91: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Jeremy Savory, CEO of Millionaire Migrant, a consulting firm supporting high-net-worth individuals as they navigate dual citizenship and the journey of moving themselves and their businesses to a new country. Join the conversation as we discuss global lifestyles, personal money memories and financial infidelities. Guest: Jeremy Savory https://www.millionairemigrant.com Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:35:04

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Hack My Honeymoon

2/3/2025
Episode 90: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Elliot Rosenberg the founder of Hack My Honeymoon. Self-proclaimed travel junkie, Elliot, was introduced to the concept of travel hacking and dove deep into luxury travel. He amassed nearly 1 million points from over a dozen credit cards and set off on with a carry-on across 17 countries over 15 months. From crossing the world’s highest mountain pass on a 19-day trek in Nepal’s Himalayas, getting Scuba-certified in the Philippines, to flying in a $17,000 first class “apartment” on Etihad Airways for only $6. His last stop was the bustling and multi-faceted country of India, where he landed in 2015 and started his company to help others travel on points. Join the conversation as we discuss the importance of being disciplined with credit cards (by paying off balances monthly) and personal money memories. Guest: Elliot Rosenberg https://www.hackmyhoneymoon.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:17:55

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Hey Brave Girl: Self-love & A Money Mindset

1/27/2025
Episode 89: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with author Jennifer Bloom. Are you a parent who worries about your daughter's future with all the additional pressures she will face in this new world of online access and social media? That question is the actual "why" Jennifer Bloom created her newest book. Join the conversation as we discuss the subconscious mind, affirmations, and personal money memories. Guest: Jennifer Bloom https://bloomngrow.co/ https://www.instagram.com/bloomngrow.co/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:34:08

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New Year, Weight Loss & Financial Gain

1/13/2025
Episode 88: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Katie Sorensen, Nurse Practitioner and owner of Weight Loss NP. Growing up as a competitive gymnast she became intricately aware of nutrition along with the complicated relationship with food and exercise that many people experience when they have struggles with weight and/or body image. On this episode we talk about her journey in both her professional path and her personal money memories. Guest: Katie Sorensen https://thewlnp.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:21:27

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Holiday Grief & Loss While Moving into the New Year

1/5/2025
Episode 87: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Mery Vargas Mares MA, MFT, RYT, CIMHP. Mery started Yellow Mariposa Wellness from the inspiration surrounding the many yellow butterflies that appeared and continue to appear following the sudden traumatic death of her brother in 2012. She transformed pain to inspiration and started addressing her own mental health, buried pains & traumas, non-death losses & current relationships. On this episode we talk about loss, the grief journey and the psychology of money. Guest: Mery Vargas Mares https://www.yellowmariposawellness.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:26:02

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The Intergration Phase

12/8/2024
Episode 86: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Jordan Aspen. She specializes in producing virtual/hybrid large scale conferences and networking events. Join us as we talk through her personal money memories and financial infidelities... Guest: Jordan Aspen https://www.linkedin.com/in/jordan-aspen/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:21:46

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Speaking Your Truth Professionally and Financially...

11/30/2024
Episode 85: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Sally-Shakti Willow. She shares how writing her PhD in Utopian Poetics showed her what it means to be a writer. She wrote four books of poetry and a 60,000 word academic thesis, and started journaling as a way to ground and heal herself. Raised in a working-class family, she was the first of anyone she knew to pursue a PhD. Sally-Shakti Willow shares she had a lot of trauma and self-limiting beliefs both professionally and financially to overcome to get her where she is today. Guest: Sally-Shakti Willow https://www.writingthriving.com/ https://www.amazon.com/Manifesting-Magical-Moments-Extraordinary-Everyday/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:22:49

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Rising as a Phoenix Financially...

11/21/2024
Episode 84: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Christine Luken. As the Founder of the Financial Dignity® Movement, Christine has coached hundreds of high-earning professionals, business owners, and divorcing women to pay off staggering amounts of debt. The author of four books and host of the Wealthy Woman Book Club™, Christine blends money management with emotional intelligence. Join us as we talk about the personal side of feeling smart and "successful" on the outside, while your financial situation can be a bit of a hot mess on the inside and how to navigate the journey. Guest: Christine Luken https://www.christineluken.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:31:35

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Creating a Life by Design (Instead of Default)

11/2/2024
Episode 83: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Carly Pepin, a human design specialist, about creating a life by design. Do you feel stuck? Stuck in your business... your relationships... stuck in your situation or circumstances... stuck in your head... stuck in overwhelm... just plain stuck? We also talk through personal money memories and financial infidelities... Guest: Carly Pepin https://www.carlypepin.com/ https://www.linkedin.com/in/carlypepin/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:15:08

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Practice What You Preach....

10/22/2024
Episode 82: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Ashleigh McFarlin Investment Advisor. Both Ashleigh and Jennifer share how Financial Planning is a lifelong process, designed to address long-term needs and goals. Both knowing your clients and understanding what their needs are today - and what they will be tomorrow - is the key to successful financial planning. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Ashleigh McFarlin, CFP®, AFC® https://www.linkedin.com/in/ashleigh-mcfarlin-cfp%C2%AE-afc%C2%AE-7b734410/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:18:00

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Shift Your Day Job...

10/11/2024
Episode 81: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Brittany Cates. After starting as a teacher and struggling to ​switch careers, she finally took the leap. Brittany left ​teaching, built a ​portfolio, and gained corporate experience—​even through an unpaid internship. She now helps empower women to transform their careers that align with their true passions. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Brittany Cates Website: https://brittanycates.com/ Instagram: https://www.instagram.com/shiftyourdayjob/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:25:20

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Multipassionate Mama talks Money

10/5/2024
Episode 80: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Karaleigh Garrison Podcaster, Keynote Speaker, and Singer/Songwriter. Known as the “Multipassionate Mama,” she helps passionate entrepreneurs use all of their skills in one fulfilling, successful business. Karaleigh believes we serve clients better- and lead happier lives- when we allow our full selves to come to the table. You can find her two podcasts (Multipassionate Mama & Podcast Like A Mother) and her album (Seeking Sunshine) on your favorite streaming platforms. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Karaleigh Garrison https://karaleighgarrison.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:23:50

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Immigrating from Russia to the US to working in the world of finance....

9/24/2024
Episode 79: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Lev Revutsky. He has 25+ years of experience in the investment industry, a MS in Economics and Applied Mathematics from the University of Economics and Finance in St. Petersburg, Russia. Lev shares his views on risk assessment, risk analysis and risk management. Join us for the conversation as we also talk through personal money memories and financial infidelities... Guest: Lev Revutsky https://www.levrevutsky.com/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:27:10

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The Journey from America's Newsroom to America's Classroom

8/26/2024
Episode 78: Join Emmy® Nominated Wealth Advisor Jennifer Rogers Markwell President of Platinum Wealth Management as she talks with Terry Filipowicz, about her journey from newsroom to classroom. They also share money memories & personal financial infidelities... Guest: Terry Filipowicz https://www.linkedin.com/in/tfilipowicz/ Guests or their company are not affiliated with and/or endorsed by LPL Financial or Platinum Wealth Management.

Duration:00:38:12