Financial & Leadership Intelligence with Purpose

David Duford is the owner and operator of DavidDuford.com.  He specializes in recruiting and training new and experienced insurance agents to become top producers utilizing proven sales and marketing systems. David has recruited more than 2,500 agents, teaching them how to sell final expense, annuities, Medicare Advantage, and Medicare Supplements, following the same system of success David has employed throughout his career as a personal producer.  Many of the agents he has recruited have developed into six-income earners following this same model of success. When David isn't working, he loves: Getting his ass kicked in Brazilian Jiu-Jitsu as much as humanly possible, Working hard towards training for a 500×5 deadlift, 405×5 squat, and a 275×5 bench press, or, Reading books from his favorite author Ayn Rand, especially Atlas Shrugged. www.davidduford.com

Sean Campbell has been training, mentoring, and educating all his life. An exceptionally well regarded conference speaker and author, Sean has delivered talks for Fortune 50 companies and top tier conferences. He has also been the author of several books on technical as well as business topics.  Sean has also been a professional services firm owner for over 20 years. His professional services work has spanned consulting engagements with the Fortune 50 and startups you've heard of, the sale of his first professional services company, and the growth of delivery, sales, marketing, and operational practices inside professional services firms.  In short, Sean brings a wealth of knowledge when it comes to surviving and thriving as a service firm owner or the leader of a practice area inside a larger services firm. www.cascadeinsights.com

US Army Veteran and fellow podcaster Mike Wojcik joins the show to discuss his career in military service and lifelong desire to leave a lasting legacy.   Mike enjoys having casual, yet insightful conversations with friends and guests about their passions, professions, and enthusiasms.  He is a wealth of knowledge and we had a great discussion around leadership, taking ownership and leaving a legacy. Connect with Mike and check out his show, For The Nation Podcast! https://podcasts.apple.com/us/podcast/forthenation-podcast/id1566635176

Melissa Houston is a Certified Public Accountant, but not the kind you find in a sterile office building, wearing a drab suit, handing you cold coffee in a styrofoam cup!  She is also a Certified Life Coach and woman entrepreneur, just like you!  She understands the tightrope of bringing in revenue, and needing to spend money to make that money. Just like a houseplant, businesses need water (aka: dollar bills) to grow.  But when those dollar spills start spraying everywhere like a broken hose - leaking away into expensive masterminds and programs and Facebook ads and fancy branded websites and team members you kinda-but-don't-really need - then you've got a PROFIT problem. Register for Melissa's FREE workshop! https://melissahoustoncpa.lpages.co/increase-your-bottom-line-in-5-days Check out The Business Society Podcast! https://podcasts.apple.com/us/podcast/the-business-society-podcast/id1533130323  

Shields and Stripes provides first line defenders the opportunity to heal visible and non-visible wounds, helping those we need the most to live meaningful lives in service to our communities.  They believe that First Responders and Veterans are the true American heroes, and when they receive a mental injury, they should be provided the top-tier rehabilitation program to get them back on track.  Shields and Stripes extends access to rehabilitation and performance methods beyond conventional programs by providing multi-disciplinary approach to care.  We are founded on compassion and determined to protect our first line defenders, allowing our nation's heroes to perform the responsibilities our society needs of them. Shields and Stripes will end the stigma around mental physical preservation, ensuring that our nation's defenders are never left behind. https://shieldsandstripes.org/

Green Beret Fitness (GBF) was founded in 2018 by former British Army Officer and Green Beret, Gregg McLeod. Gregg spent 15 years in the Army, completing his Green Beret Commando course in 2010. His final two years were spent working with the United Kingdom Special Forces in London, England.  "People are capable of more than they think" was the starting ethos, and from that belief, Green Beret Fitness was born. The methods and tactics used in Green Beret Fitness Events are selected to take everyday warriors to their physical and mental limits. Teamwork plays a critical role in the military and it is no different in our events.  Gregg wanted events that were different. He wanted them to be hard. He wanted people to be pushed to their limits and come away stronger from the experience. He wanted GBF Members to embody the GBF motto: TOUGH.STRONG.FIT https://www.greenberetfitness.com/

Ryan Clark makes planning and executing a budget simple and concise.  Let's face it, poor financial health is crushing the world!   As a financial health coach and founder of Qube money, Ryan Clark has watched people he cared for very much repeatedly fall back into poor money habits. He realized that none of the existing budgeting apps addressed the root cause of the problem, spending.  Enter Qube Money. Although cash envelopes are tough to use long-term, it is the only budgeting platform Ryan has watched bring lasting results to his clients. His new app launched in January 2021 combines the power of digital banking with cash envelopes! https://qubemoney.com/  

Gary Boomershine founded RealEstateInvestor.com in 2005 out of the need to scale and grow his own real estate investing and home buying business. With a family legacy in the real estate niche, and a long successful career in enterprise and emerging technology markets, Gary saw the vision for RealEstateInvestor.com. He noticed the glaring opportunity to leverage people, processes and technology to gain a leg up in a changing and competitive marketplace. As he worked to develop and use the initial product and service, he saw his real estate business flourish by allowing him to work smarter – not harder and focusing on the one thing that makes money – talking to sellers and making offers. Gary currently resides in Northern California with his wife and two daughters where he continues to be a visionary for RealEstateInvestor.com. He is actively involved in real estate investing and private lending. In his free time, he enjoys fly fishing, skiing, hiking, mountain biking and traveling with family. www.realestateinvestor.com Text Gary at 925-320-0575

Robert White utilizes extraordinary entrepreneurial success in working with executives to develop extraordinary personal leadership skills, focus, alignment, and commitment. Robert founded and led training industry success stories Lifespring, ARC International and Extraordinary People, with over 1,300,000 graduates from their high-impact experiential trainings.  He worked in Tokyo, Hong Kong and Mainland China for a total of 21 years.  He is a Baden Powell Fellow of the World Scout Foundation, a Fellow of the World Business Academy and serves on the Board of Directors of Plant It 2020.   Robert White authored the essays for the award-winning photo journal One World One People and his book Living an Extraordinary Life has been positively reviewed by Ken Blanchard, Jimmy Calano, Tom Crum, Jerry Jampolsky and many other educational experts and business leaders. AudioFile Magazine awarded Robert's audio home study program Achieving Extraordinary Success its Earphones Award for “Best Spoken Word Personal Development Program.” https://extraordinarypeople.com/

Oz (Oguz) Konar is a passionate entrepreneur and multiple seven figure business owner whose mission is to help people design and build their dream businesses. His mission is to revolutionize the Alternative Lending Industry, one Business Loan Broker at a time. His training program, Business Lending Blueprint, has been the most comprehensive success guide focusing on leverage, low risk, high reward, and speed. Oz's program has become a symbol of great principles: a solid foundation following an ethical and consultative process to train others how to become profitable in a short amount of time. Oz is regularly featured in publications such as Entrepreneur and The Huffington Post. He's also the author of two books and speaks at national and international events several times a year. His training programs are responsible for creating multiple 6 and 7 figure earners and has helped countless people quit their jobs and become hyper profitable entrepreneurs. https://businesslendingblueprint.com/

Yali Millan was raised in Puerto Rico and she came to the United States 7 years ago to work in the finance industry. She always had a little voice saying that she was meant for more. After a divorce, she went through a journey of self-discovery and emotional healing. In the process, she decided that she wanted to be a nail technician and an esthetician to help people feel good about themselves.  Her journey led her to own her own nail studio called The Nail Pot. Now, Yali has the goal of educating people about the importance of foot care and debunking all the beauty myths and old wives tales. She believes in promoting community and networking over competition for people in the beauty industry to help overcome the challenges she faced when just starting out.   https://www.thenailpot.com/

Centric is quickly becoming the global currency for the next generation.  After twenty plus years of diverse career experience in various industries and capacities, Joel Clelland now serves as Centric Group's Chief Executive Officer.  Joel first discovered Centric as an independent investor exploring cryptocurrencies and searching for the most promising projects on the planet. The 'investor-first' experience introduces a unique perspective to the executive team. As CEO, Joel is responsible for driving the project toward protocol consensus. His approach strongly emphasizes investor education and engagement, strategic partnerships, and market cap growth. www.centric.com

Salena Knight is the founder of the retail academy & creator of "The Five Pillars of Retail Success."  Her mission is to equip and empower Independent Retail and Ecommerce store owners with the knowledge and confidence to tackle the biggest obstacles in their businesses, in order to build and grow profitable, robust and successful retail enterprises.  Often dubbed "the retail dynamo", Sal's not afraid to step in and call it as she sees it. Using her trademark energy alongside her extensive experience in the retail industry she possesses an almost super-human ability to work the vision into reality. https://salenaknight.com/

Business experts and clients agree: Michelle Seiler Tucker is the preeminent expert on buying, selling, fixing, and growing businesses. She closes 98% of offers she writes and exceeds her clients’ expectations.  Michelle holds the following professional designations and certifications: The Merger & Acquisition Master Intermediary (M&AMI), Certified Senior Business Analyst (CSBA), Certified M&A Professional (CM&AP). https://seilertucker.com/

A financial advisor since 2011, David DeCelle is the President of the Model FA, a complete supported independence and coaching platform dedicated to financial advisor success. In that role, David provides cutting-edge training, development, and accountability to growth-oriented advisors. He is also responsible for building and supporting a team of world-class coaches to bring new growth to advisor clients. When he’s not helping advisors grow their businesses, you can catch David working on his own development through podcasts, audiobooks, and working out. www.modelfa.com

Ivan Lu is a Sydney based vocal instructor looking to help others develop their best voice TODAY! Regardless of what you’re trying to do with your voice, whether it be on a big stage, a rehearsal, or even just in your bedroom, Ivan knows you have the ability to sing better. That's why he teaches individuals on Skype - to reach anybody with a passion for singing and help them from the comfort of their own home.  If you're looking to sing with confidence for your next performance, or even just grow a great skill, connect with Ivan! www.singingsimply.com

As president of Safe Harbor Retirement Planning, Mark Singer has served as a relentless retirement guide to thousands of individuals since 1986. The secret to his longevity has been asking the questions other advisors simply don’t ask; it allows him to make the best decisions for each client’s unique situation and ensure retirement success. Mark is a former radio talk show host, is an author, and has become the go-to financial educator in the media. His most recent book "Don’t Outlive Your Money in Retirement! 7 Key Steps", unveils the step-by-step process used to help maximize the retirement journey. Connect with Mark! www.55retire.com

Are you sick of fitness being over complicated?  So is Bryan Parady.  Bryan is the founder of Bones To Bulk and prides himself on providing simple, bite sized chunks of fitness info.  He shares his fitness journey with us and his inspiration for serving others! https://www.bonestobulk.com/

Brian Gill  is an entrepreneur, angel investor, and computer scientist. Brian currently serves as Chairman of Gillware, which provides data recovery, cyber risk assessments, incident response, and digital forensics services. He is a co-founder of Phoenix Nuclear Labs and served on PNL’s board from inception to when it decided to spin-off as SHINE Medical Technologies. Those two companies employ hundreds of people in Wisconsin. Brian co-authored the first edition of the WebLogic Server Bible, published by John Wiley & Sons in 2002. He was named one of Madison’s 40 under 40 by In Business, even though sadly he is 40 now. He and his wife Kara have 3 sons, Charlie, Tanner and Eli. He is an avid but terrible fisherman and has never participated in even a single session of CrossFit. As CEO of Gillware, Inc, Brian oversees and assists all aspects of the business. www.gillware.com

Jim Monk is the President of CLOZZITS. CLOZZITS has developed a program to increase rents 3%-5% while improving the Net Operating Income (NOI) and Asset Value. All without multifamily owners laying out much capital. His goal is to differentiate beyond the normal amenities and tap into a new area of construction development, renovations, and property management. Throughout his career, Jim has grown 3 companies from start-ups to multimillion dollar exits. http://www.clozzits.com/

In this special episode, I am interviewed on my own show by Samantha Irwin.  It was an absolute BLAST sitting in the "other chair" and gave me great perspective!  We talked about my passion, life's mission and legacy.  Kurt transitioned into the financial world after discovering his passion for helping others with financial planning. He changed his career path in January 2012 and never looked back. As Kurt’s career progressed, he expanded his financial knowledge by obtaining his CLU designation in May of 2016, the ChFC designation in October of 2017 and the CFP designation in November of 2018. flip-podcast.com

Samantha Irwin is the founder of Kaizen, a firm specializing in helping businesses increase profitability.  She is a direct, honest, and encouraging business coach and consultant with a keen eye for seeing your business through the lens of both your customers and your employees.  She assists motivated but overwhelmed business owners solve their growing pains and gain some time freedom by helping to develop systems that transfer what’s in their heads into teachable lessons for their employees. www.kaizen.zone

Lyndsay Phillips is the CEO and "Captain" of Smooth Sailing Business Growth, a firm specializing in content marketing for business owners. Her company plans, publishes, optimizes and promotes content through the web, social media and email so that businesses can generate more leads, more clients with less stress and more freedom. SSBG specializes in strategizing and implementing all content marketing and sales funnel efforts (blogs, videos, podcasts, social media, emails) so that business owners can focus on what they do best (and what they love) without killing themselves, trying to figure it all out on their own, doing it inconsistently and burning the candles at both ends. https://www.smoothbusinessgrowth.com/  

Chris Craddock is a nationally certified Life Coach and member of Gary Keller’s Top 100 with a Doctorate in Leadership. He is the host of the Uncommon Real Estate Podcast, a Realtor, and entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond, VA). Chris is a consistent NVAR multi-million dollar producer who produces over $2 Million in commission each year. His team, The Redux Group, sold just under $120 million in volume in 2019. Chris has been married for 20 years and is the proud father to six beautiful children. www.chriscraddock.com

Martin Saenz brings social good into smart investing. He the Managing Partner of Bequest Funds. Renowned as a thought leader in the mortgage note investment industry, Martin is generous with his first hand expertise, to the benefit of his many clients and followers. Genuine, loyal, and passionate about creating a better world through profitable business, he works hard to share and spread success. Martin co-founded Bequest Funds with the mission of helping investors grow their wealth and borrowers stay in their homes. Connect with Martin! www.bqfunds.com

Jonathan DeYoe is the bestselling author of "Mindful Money" and has led his Bay Area wealth management firm focused on financial planning and client education since 2001.  Outside the office, Jonathan’s life revolves around family, friends and community engagement. He enjoys entertaining, travel, good food, good wine, good whiskey, the great outdoors and great literature. He loves skiing with his family and is passionate about the “beautiful game” of soccer.  Connect with Jonathan! https://mindful.money/

Tyler "Sully" Sullivan is the founder of BombTech Golf, an eCommerce store with over $20 million sold online since 2012. Tyler also runs EcomGrowers where he and his team have helped countless Shopify owners add 6-7 figures in additional sales to their stores.  Sully lives by the mindset, "Unless there's room for improved quality or innovation, we won't do it." Connect with Sully! www.ecomgrowers.com

Rod Khleif is an entrepreneur, real estate investor, multiple business owner, author, mentor, and community philanthropist who is passionate about business, life, success, and giving back. As one of the country’s top real estate trainers, Rod has personally owned and managed over 2,000 properties. Rod is Host of the Top-Ranked iTunes Real Estate Podcast which has been downloaded more than 8,000,000 times – “The Lifetime Cash Flow Through Real Estate Investing Podcast.” Rod is the author of “How to Create Lifetime Cash Flow Through Multifamily Properties” considered to be an essential “textbook” for aspiring multifamily investors. Connect with Rod! www.rodsbootcamp.com

James Johnson, President and Owner of All Mark Insurance Services, has been a business owner, a mentor, and an entrepreneur for over 28 years.  As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.” James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing. Your safe money people. The strategies James teaches center around one focus: protection. How to best protect and grow money in the most tax advantageous, risk-free manner so his clients can enjoy the upside gains of the market without ever suffering the downside losses. Connect with James! https://amis-yoursafemoneypeople.mykajabi.com/pl/185811

Billy Pearse is a personal finance coach who coaches young professionals to take control of their money so they can live the life they deserve! Connect with Billy! www.dumpdebtbuildwealth.com  

Michael Brown is Co-founder and Managing Member of Red Fox Capital, an income producing fund allowing accredited, high-net worth investors to place capital with other like-minded investors, diversify their risk, grow income, and own larger more lucrative properties than would be possible on their own.  He is also the best selling author of The Real Perspective. Connect with Michael! https://www.redfoxcapital.co/

Most entrepreneurs struggle to get more customers, so Kris developed a simple system to get your message in front of your ideal audience to predictably grow your business. So, how did he do it?   Connect with Kris Reid! www.ardorseo.com

Chris Arnold is the Co-Founder of COSA Investments, one of the largest wholesale companies in the DFW Metroplex. COSA is operated and managed by a US virtual team which has allowed Chris to run his company while living in Tulum, Mexico. He is also the founder of Arnold Elite Realty which is a cutting-edge boutique brokerage consisting of a team of seasoned agents. His passion for coaching and mentoring entrepreneurs has led to the creation of The Multipliers Mastermind. Most recently Chris has launched his REI Radio coaching program. This program is designed to teach real estate Investors the Marketing stream that everyone knows about but no one is doing! Connect with Chris! www.wholesalinginc.com/reiradio  

Affectionately known as Gina Mo, Gina Molinari is a Confident Communication Coach and online marketing strategist, TEDx speaking coach, and Keynote Speaker. Gina helps entrepreneurs communicate clearly, confidently, and consistently in the online space about themselves and their businesses so they can make a massive impact with their work. Connect with Gina! https://www.ginamolinari.com/ https://www.facebook.com/TheGinaMo  

Joe Bell is a real estate expert, wealth expert and coach.  Joe was featured as one of Alaska's “Top 40 Under 40”.  He is the founder of Legacy Beyond Listings and author of the book "Assets, Acquisitions & Abundance: A Guide To Building True Wealth & Legacy Through Real Estate." Connect with Joe! http://legacybeyondlistings.com

Rohit Musale is a CFA Charterholder, financial educator, an author of two books, creator of multiple video courses & produces a podcast with more than 100 Episodes. Through his educational resources he has trained more than 4000 students from 124 countries.  Join us as we discuss his career journey and how he discovered his passion for serving others! Connect with Rohit! instagram.com/therohitradioshow

Eric M. Twiggs is an accomplished author, motivational speaker and "procrastination prevention partner."  Every person has the capability to excel when they are inspired, when they manage their time effectively, and when they fully explore their gifts and talents. Eric's company helps make it possible for you to be your best person by building you in each of these areas. Connect with Eric! www.thedisciplineofnow.com

Tiny House Authority co-founders Martin Harvey and Amelia Arthur-Smith join us on the show and educate us about living the tiny house lifestyle and being intentional in every aspect of your life!  Tiny House Authority is a custom lifestyle brand that believes in living life intentionally. Their definition of ‘going tiny’ is living in a tiny house customized to a lifestyle, without compromise or sacrifice. Connect with Martin & Amelia! https://tinyhouseauthority.com/

Travis Johnson is the host & producer of The Non-Profit Architect podcast.  His podcast is designed to build, launch, and improve your nonprofit.  Travis focuses on building the bridge from business to nonprofits by interviewing experts from both sides.  Travis routinely interviews non-profit founders, executive directors, fundraisers, volunteers, donors and members of the business community. Connect with Travis! http://nonprofitarchitect.org/

Fellow Unconventional Leader Brock Richard joins us on the show to discuss his life's passion and purpose! Connect with Brock on IG and Facebook! @brockrichard_  

Brett Swarts has encountered numerous experiences which includes Deferred Sales Trust, Delaware Statute Trust, 1031 exchanges while executing more than $85 million in commercial real estate brokerage transactions. As an active commercial real estate broker and investor, he holds series 22 and 63 licenses and also has experience in Multifamily, Senior Housing, Retail, Medical Office and Mixed-Use properties.  He joins us on the show to discuss how to effectively implement the deferred sales trust into your comprehensive financial plan. Connect with Brett on LinkedIn and Facebook! https://capitalgainstaxsolutions.com/

Avery Carl bought her first rental property at age 26 on a $37,000 salary. Through strategically investing in short term rental properties in mature vacation rental markets, she was a millionaire by 31. She now owns a portfolio of 24 properties, and is the CEO and founder of the Short Term Shop, a real estate team that helps investors acquire short term rental properties in the most recession resistant markets, and trains them on the methods that led her out of the corporate rat race and into financial freedom. Connect with Avery on LinkedIn! https://theshorttermshop.com/

Bob Burg shares how a subtle shift in focus in not only a more uplifting and fulfilling way of conducting business but the most financially profitable way, as well. For 30 years he’s helped companies, sales leaders, and their teams to more effectively communicate their value, sell at higher prices with less resistance, and grow their businesses based on Endless Referrals.  Connect with Bob on LinkedIn & Instragram! https://thegogiver.com https://burg.com  

Jeff Schechter has had the entrepreneurial bug his entire life and loves connecting with other entrepreneurs.  He started his first business right out of college, and over the years, has developed sales and marketing strategies that have worked well across many industries.  Ever the entrepreneur, Jeff has been involved in numerous businesses ventures. Connect with Jeff on LinkedIn and Facebook! https://highreturnrealestate.com/

Have you ever had one of those moments when you know something is just so right? You feel a tingling sensation all over your body and know you have to take action! What did you do about it? Sean Bloch calls those moments Soul Tears and he wants you to experience them.  Sean joins us on the show and we discuss how you can have a wonderful career AND pursue your passions! Connect with Sean! https://bluehalofilms.com/

We are talking all things Instagram as The Social Media Mechanic joins us on the show.  Kennedy Haley is a young entrepreneur and social media marketing consultant.  Follow Kennedy on Instagram to learn how you can grow your social media accounts quickly and organically! @kennedyhaleybiz

Austin Iuliano is a social media consultant, viral content creator and keynote speaker. Austin’s passion is teaching entrepreneurs and want-repreneurs how to build their influence fast to attract the brand and lifestyle and opportunities of their dreams. He believes influence can be taught, built rapidly and created to be purposeful, fun and profitable. Connect with Austin on IG, Facebook, LinkedIn, Twitter and TikTok! social.austiniuliano.com

Nathan Todd also know as "The Loneliness Coach" offers coaching and support services for anyone who has had their dreams labeled as impossible. As Nathan likes to say, "You don't accept it. You chase your dreams anyway!" Connect with Nathan on Facebook, LinkedIn and Instagram! @the_loneliness_coach https://www.facebook.com/thelonelinesscoach/    

When it comes to empowering businesses to achieve higher levels of success, Carbo Coaching owners Mick and Tara Carbo are the true bluebloods of their industry. While most business and leadership coaches today focus on white collar and technology centered industries, this dynamic coaching duo is committed to using their knowledge and experience to help blue collar business owners grow their companies. Connect with Mick and Tara on Facebook, Instagram and LinkedIn! www.carbocoaching.com

YES!  You read that right.  In this short solo episode, I break down the different types and discuss some of the advantages/disadvantages associated with each one.  Enjoy! Follow me on IG - @financearchitect

Sergeant First Class, Justin MacEwen, US ARMY (Ret.) joins us on the show and shares his insights on the COVID-19 pandemic and the effect on foreign policy. Connect with Justin on Facebook!