Innovation

20 - Designing Your Story: How to Create Spaces That Reflect Who You Are

Bo Jakins

Published on: 17/10/2025

In this episode of "Bridging Success," host Bo Jakins interviews Nicole Roe, Founder and Lead Designer of R. Nickson Interiors. Nicole shares her journey into interior design, discusses balancing motherhood and entrepreneurship, and explains how technology and AI enhance her business. She highlights the importance of creating personalized spaces that reflect clients’ stories and recounts inspiring client transformations. Nicole also reveals the meaning behind her firm’s name and encourages listeners to invest in their environments.

InnovationGrowthLeadership

19 - Breaking Free from High Fees: A Smarter Path to Greater Returns

Bo Jakins

Published on: 10/10/2025

In this episode of "Bridging Success," Bo Jakins interviews Justin Kuyper, Co-Founder of Openvest. Justin shares how Openvest is transforming retirement investing by offering a low-cost subscription model with hedge fund-inspired strategies, replacing traditional high-fee IRA and 401(k) options. The discussion covers building the platform with a global tech team, leveraging cloud infrastructure, and the pragmatic use of AI. Justin also offers entrepreneurial advice on validating business ideas and emphasizes the importance of customer proof.

InnovationGrowthLeadership

18 - Avoiding the Next Financial Crisis: Insights from 2008 and the Role of Tax Flow

Bo Jakins

Published on: 03/10/2025

In this episode of "Bridging Success," host Bo Jenkins interviews Brett Swartz, founder of Capital Gains Tax Solutions. Brett shares how witnessing a client’s financial downfall during the 2008 crash inspired him to champion innovative tax deferral strategies, like the Deferred Sales Trust. He explains the importance of managing tax, cash, and debt flows, and discusses the massive wealth transfer from baby boomers.

InnovationGrowthLeadership

17 - Transforming Financial Practices: Insights on AI, Strategy, and Resilience

Bo Jakins

Published on: 26/09/2025

In this episode of "Bridging Success," Bo Jakins interviews James Mills, CEO of Ironvest Financial Partners. James shares his journey from sales and nonprofit work to leading his own financial firm, emphasizing the importance of financial literacy, resilience, and community impact. He discusses leveraging AI and custom CRM systems to help financial advisors scale their practices, and shares a client success story illustrating the power of strategic planning and perseverance.

InnovationGrowthLeadership