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Helen Yee, Co-Founder and CFO of the American Institute of Alternative Medicine (AIAM) - How I Built It

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Manage episode 341916046 series 1037117
Inhalt bereitgestellt von The Retirement Fiduciary, Adam D. Koós, and CEPA. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Retirement Fiduciary, Adam D. Koós, and CEPA oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Adam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant.

While becoming a Licensed Massage Therapist and founding AIAM 1990, Helen also had great success as a martial artist. A third-degree black belt in Taekwondo, Helen competed nationally and internationally, and is a two-time National gold medalist, and was selected as an alternate for the 1988 US Olympic Team. She competed on the U.S. Taekwondo team in 1990, earning a silver medal in the 1st Women’s World Cup Taekwondo in Madrid, Spain.

Learn more about her martial arts training has impacted her perspective on her business and her life, including things like: - What ignited her entrepreneurial fire

- The transition to becoming a business owner and the challenges she face getting started

- The best and worst parts about running and growing her business

- What has kept her from failing during tough times

Learn more about Helen at https://www.helenhyee.com/

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on iTunes: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/3OagYrw

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

149 Episoden

Artwork
iconTeilen
 
Manage episode 341916046 series 1037117
Inhalt bereitgestellt von The Retirement Fiduciary, Adam D. Koós, and CEPA. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von The Retirement Fiduciary, Adam D. Koós, and CEPA oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Adam welcomes Helen Yee, co-founder and CFO of the American Institute of Alternative Medicine (AIAM) for another installment of How I Built It. Born in Hong Kong and raised in Columbus, Helen knew she wanted to be a business owner from a young age having grown up in her family's Chinese restaurant.

While becoming a Licensed Massage Therapist and founding AIAM 1990, Helen also had great success as a martial artist. A third-degree black belt in Taekwondo, Helen competed nationally and internationally, and is a two-time National gold medalist, and was selected as an alternate for the 1988 US Olympic Team. She competed on the U.S. Taekwondo team in 1990, earning a silver medal in the 1st Women’s World Cup Taekwondo in Madrid, Spain.

Learn more about her martial arts training has impacted her perspective on her business and her life, including things like: - What ignited her entrepreneurial fire

- The transition to becoming a business owner and the challenges she face getting started

- The best and worst parts about running and growing her business

- What has kept her from failing during tough times

Learn more about Helen at https://www.helenhyee.com/

Libertas Wealth: https://bit.ly/3HpmN2o

Subscribe on iTunes: https://apple.co/3NQHjeO

Subscribe on Spotify: https://spoti.fi/3aTTCse

Subscribe on Google Podcasts: https://bit.ly/3QmGmMU

For more VIDEO podcasts like this one: https://bit.ly/3OagYrw

For more AUDIO podcasts: https://bit.ly/3PHXHzo

For educational VIDEOS and Stock Market Updates: https://bit.ly/3O8Yo3u

For general financial educational ARTICLES: https://bit.ly/3aP0Ldn

For more Real-Time Updates on the Economy and State of the Markets Follow Adam Koós on Twitter @AdamKoos: https://bit.ly/3tzccwk

Or follow Adam on Instagram @FinancialSurgeon: https://bit.ly/3QobpIy

--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans).

  continue reading

149 Episoden

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