On this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with Karen Roch, President and CEO of Credit Union West, to dive into her inspiring journey from part-time teller to top executive—and her mission to serve Arizona communities with heart and purpose.

Karen shares how growing up in a multicultural home shaped her emotional intelligence and leadership style, why she believes credit unions are crucial for financial education, and how Credit Union West is innovating to meet the modern needs of its members. From launching a 6% checking product to empowering underserved small businesses, Karen gives us a behind-the-scenes look at how her organization is building community wealth—not just financial profit.

Plus, hear how Karen balances leadership, service, and a full life at home, and why saying yes (and sometimes learning to say no) has defined her path to success.

• Why emotional intelligence trumps traditional management

• How Credit Union West is tackling cybersecurity and financial literacy

• The power of collaborative leadership in the credit union world

• Real steps to financial wellness everyone should know

------------------------------------------------ Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this episode of the Phoenix Prosperity Podcast, host Tim Fergestad sits down with entrepreneur and legal tech innovator Scott Hardy. As the founder and CEO of Top Class Actions, Leagueify Law, and Trimaxion, Scott shares how he turned a simple idea—making legal settlements accessible—into a multi-firm enterprise committed to increasing access to justice.

Scott discusses his journey from tech sales to legal entrepreneurship, the evolution of class action marketing, and the challenges of building consumer trust in a space often misunderstood. He also unpacks Arizona’s trailblazing “Alternative Business Structure” that enabled his unique law firm ownership, and how his firm is reshaping client communication and care.

Later, the conversation shifts to the rise of litigation funding and Trimaxion’s mission to offer accredited investors a way to support justice while diversifying their portfolios. Scott is candid about the risks, regulations, and returns—and why picking the right partners matters more than ever.

Whether you're curious about legal innovation, passive investing, or building a business with purpose, Scott’s story offers insight, honesty, and inspiration.

What You’ll Learn in This Episode:

• How Scott’s side hustle became a leading legal consumer platform

• What Arizona did to open the legal industry to entrepreneurs

• Why litigation funding is rising—and what investors should know

• The ethical considerations behind combining tech, law, and finance

• How Trimaxion structures investment opportunities for impact and returns

------------------------------------------------ Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!

In this insightful episode, Tim Fergestad sits down with multifamily investor-turned-broker Anna Sepic to unpack the Phoenix commercial real estate market, industrial development trends, and creative deal structuring. Anna brings deep experience from her time as a property owner, operator, and now as a broker at SRS Industrial, where she helps clients source, underwrite, and close on strategic real estate opportunities across asset classes.

Anna explains how the Phoenix industrial market has evolved, including the challenges with large warehouse vacancies and the rising demand for smaller flex condos. She also shares lessons from her early days in property management, her transition into brokerage, and why she’s so passionate about thoughtful, community-aligned development. From sewer inspections to seller carries, Anna brings practical advice and a grounded outlook on what makes a real estate deal truly work.

Key Topics Covered:

• The industrial boom (and correction) in Phoenix

• Tips on buying land and developing smart

• Her start in property management and how it shaped her approach

• What every investor should know about cost segregation studies

• Navigating creative financing options

• Why community impact should be part of the real estate equation

------------------------------------------------ Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!