RPG‐ Life Transition Specialists® exists to help people connect their wealth to purpose and live a more enriched life as we educate them to make future decisions with confidence.
At RPG‐Life Transition Specialists®, we believe that the financial services model has been broken, providing one size fits all advice to the masses. We’ve strived to do things differently by putting education first, spending our time in helping people identify what is truly important in life to them and helping them connect their wealth to their purpose.
Joshua I. Kadish, AIF®, RFC®
Along with his partners at RPG, Josh Kadish developed The LifePrint Advantage™, a proprietary, fee for service, educational approach to wealth management and financial life mapping that bridges the gap between education and planning, giving clients a newfound confidence in both their life and financial decisions.
Josh began his financial services career in 1994 with a boutique investment firm. It wasn’t long until Josh realized that the financial services industry was using a broken model in attempting to deliver a one size fits all solution to people with vastly different circumstances. He soon began to specialize and tailor solutions for individuals going through or planning for a life transition (between jobs, retirement, sale of a business, divorce, loss of a loved one, caring for aging relatives, professional athlete careers). Josh’s current focus is working with highly successful individuals and executives who are at a turning point in their life and are eager to become educated as to what they need to do to successfully navigate through their immediate transitional event and beyond.
Josh is a graduate of the University of Wisconsin – Madison with a double major in International Relations and Political Science with an emphasis on economics. He is a National Football League Players Association (NFLPA) Registered Player Financial Advisor, an Accredited Investment Fiduciary (AIF®), Registered Financial Consultant (RFC) and member of the Financial Planning Association (FPA). He has been nationally recognized for both his knowledge and his commitment to his own professional development by his clients and the media, and he has been featured as a financial expert in The Wall Street Journal, Money Magazine, Consumer Reports, Kiplinger’s Personal Finance, Crain’s Chicago Business, NBC 5 News, Pioneer Press newspapers and more.
Nicole Mayer, AIF®, CDFA™
Nicole Mayer combines her passion for education and finance into a holistic approach of advising clients facing a life transition. Like a fingerprint, each client’s situation is unique and her primary aim is to help clients identify their individual life and financial goals so they can move forward and live life more by design rather than by default.
Nicole, along with her partners, developed The Life Print Advantage™, a proprietary, fee for service, educational approach to wealth management and financial life mapping. This unique process helps educate people to identify what is important in life to them so they can create a compelling vision of their future. Once that vision has been defined, Nicole and her team run analyses to determine how probable successfully achieving that vision is, allowing future decisions to be made with confidence
With an unyielding commitment to guiding clients by clarifying and prioritizing their objectives, Nicole provides high quality, personalized independent advice. Her goal when meeting with clients is to go beyond their finances and help them find their True Wealth and life purpose and help them navigate that journey.
A graduate of DePaul University with a degree in Finance and Marketing, an Accredited Investment Fiduciary (AIF®) and a Certified Divorce Financial Analyst (CDFA™), Nicole has been nationally recognized for her knowledge and process and has been featured as a financial specialist in Fox Business News, WGN Channel 9 News, USA Today and more.
WHAT IS TRUE WEALTH?
Contrary to popular belief, it’s not about amassing a great fortune.
Instead, True Wealth comes from deeply understanding your life’s purpose and ensuring that your financial decisions and short‐and long‐term planning support it. Financial industry pioneers Josh Kadish and Nicole Mayer of RPG‐Life Transition Specialists® help clients develop a thorough understanding of their financial picture and priorities. Now, with expert insight, empathy and understanding, Kadish and Mayer help readers navigate these choices, giving them the confidence to take charge of their future.
In Navigating Life’s Transitions: Connecting Your Means to Your Meaning, Kadish and Mayer provide a story‐
based insider’s view of what to know, what to consider, what to ask, and what steps to take to uncover your own life’s purpose ‐ and create the financial foundation to enjoy it.
In the Media
TV Appearances
RPG-Life Transition Specialists, Joshua Kadish, AIF®, RFC and
RPI-Financial Life Planners, David Blaydes, CFP® co-hosted
America’s Wealth Management Show.
We’re honored by the opportunity to contribute our unique and proprietary holistic financial planning approach on the syndicated WLS 890AM America’s Wealth Management Show with Renowned financial planning expert/show host, Dean Barber. Our partnership with WLS 890AM radio granted us the opportunity to educate thousands of Illinois listeners every Saturday morning.
Joshua Kadish, AIF®, RFC® RPG‐Life Transition Specialists®
David Blaydes, CFP® RPI – Financial Life Planners
Contact Us:
For media appearances & speaking
engagements please contact Joshua Kadish
or Nicole Mayer at 847.559.0800.
Email: [email protected]
Web: www.rpgplan.com