The Game of Wealth
Join hosts Joe Perritt, CFP®, CKA® and Alex Lewis, CPA, CFP® as they break down the world of wealth-building, market trends, and entrepreneurship. Whether you’re an investor, business owner, or someone looking to make smarter financial moves, the Game of Wealth brings valuable insights to you twice a month.
At the beginning of each month, tune in for the Game of Wealth Monthly Update, where Joe and Alex discuss market news, industry trends, and expert insights. In these episodes, they sit down with industry professionals to explore how these trends are shaping businesses and personal wealth strategies.
Then, in the third week of the month, be on the lookout for a Blueprint Story, a deep-dive interview with a business owner or leader who has built or helped build a successful company. Hear firsthand how they navigated challenges, made strategic moves, and played their own Game of Wealth to reach success.
Through real-world stories, expert analysis, and candid conversations, The Game of Wealth helps you stay informed, inspired, and ready to take action in your own financial journey.
Subscribe now and start playing your best Game of Wealth!
Guests and their companies are not affiliated with or endorsed by LPL Financial or Blackbridge Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Individual tax and legal matters should be discussed with your tax or legal professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.
The Game of Wealth
S1 EP8: Rob Motley (Insurance Office of America)
Episode 8 of The Game of Wealth Podcast features guest, Rob Motley. Rob shares his story of how he first got in the insurance business and what his career has looked like to become the president of Insurance Office of America while still acting as a producing agent.
