LIving a Richer Life by Design

Join Mark Ralfs as he interviews Mark DeLuzio. Mark is known as a pioneer of Lean and the principal architect of the Danaher Business System (DBS)—serves as a trusted advisor to senior leaders in global organizations whose financial and operational metrics have flatlined. Leveraging his unmatched and inventive experience, Mark helps them think differently about how to optimize their approach system wide. His new book is:  Flatlined: Why Lean Transformations Fail and What to Do About It. Mark and his wife, Diane, have also co-founded a wonderful organization called B.R.A.V.E. which stands for Business Reviews and Advisors to Veteran Entrepreneurs.

Join Mark Ralfs as he interviews Amy Posey and Kevin Vallely. Amy Posey is a Silicon Valley-based leadership consultant focused on neuroscience and high performance. She is the founder and CEO of SUPER*MEGA*BOSS, a manager training company. Kevin Vallely juggles his life as a registered architect, leadership mentor, author, keynote speaker and father, while also becoming an internationally recognized explorer. Their new book is Wild Success: 7 Key Lessons Business Leaders Can Learn from Extreme Adventures.

Join Mark Ralfs as he interviews Mark DeLuzio. Mark is known as a pioneer of Lean and the principal architect of the Danaher Business System (DBS)— he serves as a trusted advisor to senior leaders in global organizations whose financial and operational metrics have flatlined. Leveraging his unmatched and inventive experience, Mark helps them think differently about how to optimize their approach system wide. His new book is: Flatlined: Why Lean Transformations Fail and What to Do About It.

Join Jonathan Krueger as he interviews Bushy Martin. Bushy is a keynote speaker, author, and all-round property investment wizard, named in 2017 as one of the top ten property specialists in Australia by The Property Investor Magazine. Bushy is the founder of KNOW: HOW Property Finance Strategy, one of Australia's leading groups of property investment strategists. He has personally built an international portfolio of 12 properties and has enjoyed a career spanning more than 35 years. His expertise has helped more than 1,700 time-poor professionals secure more than $550 million in property to improve their lifestyles and replace their incomes.

Join Jonathan Krueger as he interviews Lisa Nichols, co-founder and CEO of St. Louis based Technology Partners.  Lisa recently was named one of the most influential businesswomen in the St. Louis Metropolitan area by the St. Louis Business Journal. This award recognizes the accomplishments of the region's women business leaders and their positive impact on industry, non-profit organizations, and the community at large.  Her company, Technology Partners, provides premier IT solutions to businesses of all sizes in the financial services, agribusiness, healthcare, and other industry sectors and has grown to more than 350 employees. Lisa also hosts the podcast, Something Extra, which averages more than 1,800 listeners worldwide.

Join Jonathan Krueger and Mark Ralfs as they interview Eric Munson & Michael Block. Eric Munson co-founded Adit Ventures in 2014 at the request of family offices seeking to obtain shares in select late-stage venture-backed growth companies. His 35 years of experience include work in alternative asset management, corporate finance, mutual funds, and private equity and venture capital. He has developed and managed 18 different funds while raising assets of more than $20 billion. Michael Block is a Managing Director and Special Advisor at Adit Ventures and chairs the firm’s Advisory Board.  He is also a member of the firm’s Investment and Research Committees, and serves on the board of education technology company Esme Learning Solutions. He is a well-known authority and practitioner on macroeconomics, the public and private markets, and alternative investments.  He often appears as an expert panelist on Fox Business, CNBC, Bloomberg TV, and CNN, and is cited in publications like CNNMoney, Barron's, the Wall Street Journal, and the Washington Post.

We all want to succeed and grow in a few key areas of life: our relationships, our careers, and our finances. There is so much potential in each one of us, yet sometimes we fall prey to thinking “if only I had ___, then I could be more successful!” Jonathan Kruger shares some wisdom on how to grow in prosperity right where you are by getting the most out of your relationships, how you spend your time, and how you spend your money. Christian Biz Owners On Fire: Leveraging Your Current Life for Higher Prosperity: https://www.christianbizownersonfire.com/leveraging-your-current-life-for-higher-prosperity/ Christian Biz Owners On Fire podcast: https://www.christianbizownersonfire.com/podcast/

Jonathan guests on the Richer Soul podcast, hosted by Rocky Lalvani. Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Jonathan’s parents taught him to give and save. They instilled the value of setting and achieving goals.

Join Jonathan Krueger and Mark Ralfs as they interview Bj Kittredge, a former health care professional and educator. Her new book, with Thelma Reese, is titled: How Seniors Are Saving the World:  Retirement Activism to the Rescue.  In their new book, they share inspiring true stories of seniors working with vigor and purpose. They argue that instead of thinking of the 60s – 90s as the twilight years, this is when many come into their power. From social activism to returning to careers to fighting the COVID-19 pandemic, seniors offer wisdom, experience, and energy.

Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations. Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel.

Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations. Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel. For show notes and more: https://lionsgateadvisors.com/podcasts/

Join Mark Ralfs as he interviews David Markowski. For thirty years David Markowski has been actively involved in capital investment for private and public start-ups. Throughout the 80s and early 90s David Markowski worked with and later built an independent Wall Street broker dealer that specialized in start-up IPOs. After a decade and the experience of generating $500 million in funding for early stage companies David left Wall Street to form a consulting organization focused on supporting early-stage first mover and disruptor companies.  He is experienced in Private Equity, Public IPOs, Venture Capital and Crowd Funding.  For show notes visit: https://lionsgateadvisors.com/2020/11/creating-generational-wealth/

On today’s show we will be talking to our guest Martin Bamford.  Martin has been a Financial Planner for more than 17 years, working with a wide range of clients to help build, manage, and protect their wealth. He’s a Chartered Financial Planner, Fellow of the Personal Finance Society, and published personal finance author, hosting the Informed Choice Radio podcast and a digital marketing specialist and professional photographer.

On today’s show we will be talking to our guest Thayer Willis is an internationally recognized author and expert in the area of wealth counseling.  Since 1990, she has specialized in helping people of all ages handle the psychological challenges of wealth.  A member of the founding family of the multi-billion-dollar Georgia-Pacific Corporation, Thayer offers an insider’s perspective on the privileges and tragedies that wealthy families face on a regular basis. Thayer has an MA from the University of Oregon, an MSW from Portland State University and is a licenses clinical social work.  She is a very popular speaker, facilitator and counselor and is famous for her caring, no-nonsense, practical approach to resolving conflict.

What was Jesus's point in talking about money so much in the scriptures? Does Jesus actually want us to become wealthy? In this episode, Ellis sits down with Jonathan Krueger, who has helped high net worth clients build, grow, and protect their wealth for the last two decades. We take a deep dive on what the bible says about the blessing of wealth and how we can truly be KINGDOM capitalists. Other topics discussed:  What was Jesus's point in talking about money How to get out of a poverty mindset- You must give your way out NOT earn your way out Why we should test God with our finances The difference between a tithe and an offering  https://the-kingdom-capitalist-show.simplecast.com/

Jonathan Kruger was recently interviewed on the Get Invested Podcast. Get Invested is dedicated to time poor professionals who want to work less and live more. Host, Bushy Martin, and his influential guests share know-how on the ways investing in property can unlock the life you always dreamed about and secure your financial future. Listen in for discussions on: the right way to look at money, the potential for a global depression and what investment opportunities this presents, and the future opportunity of crowdfunding and cryptocurrency. Show notes and more:  https://lionsgateadvisors.com/2020/09/discussing-livin…invested-podcast/ Get Invested Podcast: https://bushymartin.com.au

The COVID-19 pandemic has turned the whole world upside-down. Almost everyone in any industry has been feeling its effects to varying degrees. Traci DeForge and Eric Brotman discuss with guest, Jonathan Krueger, how COVID-19 has impacted the business of being a financial advisor. As the CEO and Investment Advisor of Lionsgate Advisors, Jonathan is dealing and leading through the changes brought on by the pandemic in their company. He shares with us the things they were inevitably forced to put into place and gets into the current struggles many financial advisors face now as well as the families and individuals who are bearing the brunt of the pressing financial challenges. Listen in on this conversation to learn more from Jonathan how financial advisors can navigate the changes we see now into the future while also keeping the mental and business health in check.

How can you become a better steward of your money? In this conversation, Martin Bamford, host of Informed Choice Radio, and Jonathan Krueger talk about the ‘slight edge’ that disciplined people enjoy when it comes to their money and their life. We also get into a conversation about why we are witnessing the perfect recipe to bankrupt the global economy – and what investors should do about it. Episode from episode #508 of Informed Choice Radio.  Lionsgate: https://lionsgateadvisors.com/podcasts/ Informed Choice Radio: https://icradio.co.uk/

On today’s show, we will be talking to Janet McKee, speaker, bestselling author, high-performance consultant, and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers, and Speakers. She is the author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success. During this episode you’ll hear: Learn about the phrase "stressless success" What inspired Janet to write the book and how she discovered the ideas she shares What happens to us when we experience stress The impact that our reaction to stress has on our lives Ways to shift from stress to success Learn what Janet means by negative thoughts can actually be a positive thing. take everything you have been taught about peak performance and set it aside Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Janet McKee, speaker, bestselling author, high performance consultant and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers and Speakers. She is author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success. LinkedIn   janetmckee.comlionsgateadvisors.com/podcast

On today’s show we will be talking to Dr. Dennis Jaffe, a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research and leads their 100-Year Family Enterprise Research Program. He is also Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel reporting on cross-generational family businesses and wealth. His new book is Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises. During this episode you’ll hear  The importance of studying long-term family businesses and why they are so special His experience in studying 100 large global family businesses that had been together for more than three generations What “generative” - value-creating means for these types of family businesses What shirtsleeves to shirtsleeves means and how families sell or lose their business, and other negative stories about family business How to build innovation into family culture over generations, rather than just feeling comfortable with their considerable wealth How did families in his study manage to develop successful leadership and commitment for several generations Stories from one of the most memorable families in his study Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Dennis T. Jaffe, Ph.D., has been a leading architect of the field of family enterprise consulting and is an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, and leads their 100-Year Family Enterprise Research Program. He is also Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel reporting on cross-generational family business and wealth. His new book is Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises. LinkedIn Website

Join Jonathan Kruger and Mark Ralfs as they interview Mark Podolsky, author of Dirt Rich, the ultimate guide to helping you build a passive income, and owner of Frontier Properties, a very reputable and successful land investing company. The resources available through his organization and website, The Land Geek, are helping thousands discover how to build wealth through land investing. Show notes & more:  https://lionsgateadvisors.com/2020/07/from-dirt-comes-wealth/

On today’s show we will be talking to Susan Schoenfeld, founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy and managing fiduciary risk.   Susan is based in New York City, is a “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth. www.lionsgateadvisors.com/family-wealth-a-hard-look-at-the-soft-issues

Join Jonathan Kruger and Mark Ralfs as they interview Jason Ingram, co-founder and president of LionsGate Advisors in Chesterfield, MO. Jason is an author with two prior published books and another due out this summer.  Besides being an accomplished financial advisor, Jason is also an educator at heart and in practice and currently serves on several advisory boards.  Jason and his wife, Kimetha, are world travelers and accomplished transoceanic sailors.  They reside in Columbia, MO. For show notes and more visit: https://lionsgateadvisors.com/podcasts/

Join Jonathan Krueger as he is interviewed by John Elledge on the Thoughtful Entrepreneur podcast. The way to instill culture into an organization is with consistency. What do you do consistently to build the culture? On this podcast, your host, Josh Elledge encourages entrepreneurs to share not only their expertise but their stories and their hearts. For show notes and more: https://lionsgateadvisors.com/consistent-cultures

Join Jonathan Krueger as he is interviewed on the Highley Invested Podcast. We discuss how times are changing and how individual investors, families and business need to be proactive to adapt. We discuss what a fiduciary is, how wealth creation and strategies change over time and how the middle class and those without the funds for professional wealth management can take advantage of the current situation. For show notes and more: https://lionsgateadvisors.com/2020/06/investment-growt…uring-a-pandemic/

On today’s show we will be talking to Todd Tresidder, the Entrepreneur and Investment Expert that founded and shaped Financial Mentor.  Todd received a B.A. in Economics from the University of California at Davis, is a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio, and is still an active investor who earns consistent investment returns in both up and down markets. During this episode you’ll hear: Learn about Todd’s company, Financial Mentor Financial Freedom leads to Personal Freedom Misinformation in the form of poor-quality, biased, half-truths and incomplete ideas contributes to the reason that most people will never experience financial freedom. Todd shares which topics are in the Financial Freedom for Smart People book series Financial Mentor Podcast.  Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Todd Tresidder pulled off what many of us can only dream about: He retired at 35, and he did it through investing. Todd is an Entrepreneur and Investment Expert that founded and  shaped Financial Mentor.  Todd received a B.A. in Economics from the University of California at Davis, is a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio, and is still an active investor who earns consistent investment returns in both up and down markets. LinkedIn Financial Mentor Show Notes

Join Jonathan Kruger and Mark Ralfs as they interview Charlie Hartwell, Managing Partner of Bridge Builders Collaborative, a group of highly successful investors who have been investing in start-up companies in the space of mental wellness, consciousness, and spirituality.  A Harvard Business School graduate, Charlie has served and led organizations in 14 different industries, including starting a non-profit in the slums of Kenya in 1986 that has provided health care to several million patients.  During this episode you’ll hear: Learn more about Bridge Builders Collaborative and their mission. How Charlie began investing in conscious/mindfulness start-ups. Learn how Charlie adds value to the investments he makes. Learn about the types of companies Bridge Builders Collaborative invests in. Details behind the Bancroft Arneson Expedition of Antarctica. Charlie founded the first for-profit expeditionary company in U.S. history to promote this expedition. You’ll learn about this historic (and dangerous) expedition. The non-profit Charlie started in the slums of Kenya in 1986 has provided health care to millions of patients. The mission of the ShiftIt Institute.    Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Managing Partner of Bridge Builders Collaborative, a group of highly successful investors who have been investing in start-up companies in the space of mental wellness, consciousness, and spirituality.  A Harvard Business School graduate, Charlie has served and led organizations in 14 different industries, including starting a non-profit in the slums of Kenya in 1986 that has provided health care to several million patients.  He also founded the first for-profit expedition company in US History to promote the Bancroft Arnesen Expedition – an historical 2,400-mile crossing of Antarctica by two women who became the first to cross the continent on foot. BBcollaborativeShow notes

Join Jonathan Kruger and Mark Ralfs as they interview Daron K. Roberts, founding director of the Center for Sports Leadership & Innovation (CSLi) at the University of Texas. As a lecturer at the University of Texas, he focuses on issues of leadership and innovation in the sports arena. During this episode you’ll hear: Daron shares his passion for football and why he wanted to become a football coach instead of following the path a Harvard Law Student would go.  Daron turned down a $150,000 job right out of law school to take an internship in the NFL with the Kansas City Chiefs.   What Daron hoped to teach his team and prepare them for. The vast majority never make it to the pros.  Daron teaches readers who read his book, Call an Audible. Learn about his podcast, A Tribe Called Yes Learn about the course, Game Plan for Winning at Life, that is taught each year to incoming freshman student-athletes at the University of Texas.  The Center for Sports Leadership & Innovation at the University of Texas. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Daron has been recognized by the World Economic Forum as a Young Global Leader for creating a nonprofit football camp - 4th and 1, Inc. 4th and 1 provides free SAT prep, life skills development and football training to at-risk youth. The camp has served nearly 500 student-athletes since 2010. He holds two expensive degrees from Harvard and was elected Student Body President as an undergraduate at the University of Texas - the largest public university in the United States.  He is a contributor to Forbes.com, and his articles have appeared in The Dallas Morning News, Fortune, Houston Chronicle, Texas CEO Magazine and Time. DaronRobers.com   Full show notes: https://lionsgateadvisors.com/

Join Jonathan Kruger and Mark Ralfs as they interview Wayne Titus, CPA/PFS, AIFA, the founder of AMDG Financial and AMDG Business Advisory Services. In light of our current pandemic and its impact on business and the economy, learn ways businesses can understand their options and develop a cash flow timeline.  During this episode you’ll hear: In light of our current pandemic and its impact on business and the economy, learn ways businesses can understand their options and develop a cash flow timeline. Avenues businesses can gather the right information for loan applications for assistance right now How businesses can understand the impact of FMLA modifications on small business. We discuss Wayne Tutus’s book, The Entrepreneur’s Guide to Financial Well-Being. Learn why entrepreneurs and business owners need to find a trustworthy advisor with a clear process and how to source those types of advisors. The importance of partnering with someone who truly understands the savings strategies of top entrepreneurs so that all aspects of one’s portfolio receive proper attention. Pay attention to wealth transfer, investing, enhancement, protection, and charitable giving. Ways entrepreneurs can work their plans, once created, and consult their advisors for assistance. How businesses can take the right steps to ride out volatility and rebalance portfolios during these tumultuous times in the markets. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Wayne Titus, CPA/PFS, AIFA is the founder of AMDG Financial and AMDG Business Advisory Services in 2002. Before that, he worked in two large accounting firms and had Fortune 50 clients. As a fee-only fiduciary adviser, Wayne’s loyalty is to his clients. AMDG Financial has assets of more than $150 million, and integrates tax, financial and investment strategies. Wayne’s latest book is The Entrepreneur’s Guide to Financial Well-Being.

Join Jonathan Kruger as he interviews Darren Gold, Managing Partner at The Trium Group, where he advises and coaches CEOs and leadership teams at many of the world’s most innovative companies, including Roche, Dropbox, Lululemon, Sephora, Cisco, eBay, Activision, and Warner Bros. He is the author of the new book Master Your Code: The Art, Wisdom, and Science of Leading an Extraordinary Life.  During this episode you’ll hear: The most important factors in leading an extraordinary life and if they differentiate for different people. What it means to be a “shaper of their own lives” rather than a prisoner to their circumstances.  The daily practices Darren Gold recommends to our listeners. Letting go of grudges and forgiving unconditionally seems to be one way to set an individual free. Lean why this is so important to leading an extraordinary life. It’s important to do what you were born to do in this world, learn how one truly go about identifying what that is. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Darren Gold is a Managing Partner at The Trium Group, where he advises and coaches CEOs and leadership teams at many of the world’s most innovative companies, including Roche, Dropbox, Lululemon, Sephora, Cisco, eBay, Activision, and Warner Bros. He is the author of the new book Master Your Code: The Art, Wisdom, and Science of Leading an Extraordinary Life.  Website LinkedIn

Join Jonathan Kruger and Mark Ralfs as they interview Lance Roberts, who has more than 25 years of experience spanning from private banking and investment management to private and venture capital. Lance is the Chief Investment Strategist for RIA Advisors, offers investors a commonsense approach and “real world” examples to help them meet their financial goals. Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has also been quoted by a litany of publications including the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post and TheStreet.com. During this episode you’ll hear: What Lance’s firm is doing today to manage clients’ fears and anxiety with the markets. Thoughts in if the support the government is providing will be enough to overcome the current challenges. Predictions on which industry sectors will be the winners and the losers Advise on what investors should be doing now What will the signs be that we have started to bounce back from this economic crisis The three most important considerations someone should make before investing The most important elements of financial planning for retirement Some of the biggest mistakes investors make   Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Lance Roberts, with more than 25 years of experience spanning from private banking and investment management to private and venture capital, Lance is the Chief Investment Strategist for RIA Advisors, offers investors a commonsense approach and “real world” examples to help them meet their financial goals. Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has also been quoted by a litany of publications including the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post and TheStreet.com. Lance's LinkedIn  RealInvestmentAdvice.com  Lionsgate Advisors

On today’s show we will be talking to Jason Caldwell, founder of Latitude 35, a leadership training firm that operates around the globe. He works with organizations including Nike, Booking.com, Columbia Business School, and the Haas School of Business and delivers speaking programs to packed crowds at Fortune 500 companies and universities worldwide. A professional adventure racer, Caldwell currently holds over a dozen world records across five continents. His new book is Navigating the Impossible: Build Extraordinary Teams and Shatter Expectations. Learn more at  latitude35leadership.com. - During this episode you’ll hear: What Jason’s most difficult challenge is when leading teams through these incredible adventures. What Jason is focused on in order to make it a success. One thing you look for in a teammate when building a team The difference between a healthy quit and a toxic one. Why results are not the measure of a high-performance team, and what the measure is. The four questions to ask yourself before you set any goal.   Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.   Resources: Jason Caldwell, founder of Latitude 35, a leadership training firm that operates around the globe. He works with organizations including Nike, Booking.com, Columbia Business School, and the Haas School of Business and delivers speaking programs to packed crowds at Fortune 500 companies and universities worldwide. A professional adventure racer, Caldwell currently holds over a dozen world records across five continents. His new book is Navigating the Impossible: Build Extraordinary Teams and Shatter Expectations. Learn more at  latitude35leadership.com. Website   LinkedIn    

On today’s show we will be talking to John Futterknecht, President & Co-Founder of Optimum Associates and a veteran Executive Coach and Leadership Development Trainer who’s worked with leaders at some of the world’s largest companies, including many Fortune 500s. He specializes in helping organizations and their leaders excel in complex, highly integrated Matrix structures. His new book is Leading in the Global Matrix: Proven Skills and Strategies to Succeed in a Collaborative World. During this episode you’ll hear: The backstory of what lead to writing Leading in the Global Matrix If a leader’s ‘grit’ alone is enough to sustain them in the COVID-19 crisis or any crisis period for that matter. A crisis, like the one we’re experiencing now, can deplete a leader’s energy and impact his or her immune system. How leaders can avoid sacrificing their personal well-being for the good of the company. Methods to best manage and release stress as the day unfolds. Learn ways all of us develop and sustain the self-awareness to overcome anxiety and self-critique.  Since many leaders are having to work from home or remotely, we go over challenges of leading virtually and ways to do it effectively. Reasons a matrix structure is more beneficial for an organization. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: John Futterknecht, President & Co-Founder of Optimum Associates and a veteran Executive Coach and Leadership Development Trainer who’s worked with leaders at some of the world’s largest companies, including many Fortune 500s. He specializes in helping organizations and their leaders excel in complex, highly integrated Matrix structures. Book: Leading in the Global Matrix: Proven Skills and Strategies to Succeed in a Collaborative World.  Website  LinkedIn 

On today’s show we’ll be talking to Travis Chappell, Travis Chappell is a podcast consultant and professional connector. He is the founder of World Class Media, a full stack podcast production company specializing in helping busy entrepreneurs produce world class podcasts that pay. In addition to being featured in Entrepreneur, NASDAQ, and ReadWrite, Travis has also been featured in Forbes as a top ten podcast that will change your life alongside of Joe Rogan, Gary Vaynerchuck, Tim Ferriss, and six other awesome podcasters. He is the creator and host of both World Class, a podcast that reverse engineers what it takes to be World Class at what you do and Build Your Network, a Top 25 Business podcast dedicated to helping entrepreneurs cultivate genuine relationships the right way. During this episode you’ll hear: How Travis Chappell’s parents contributed to his interest in entrepreneurship Why Travis decided on podcasting as a means for building a network and helping others to do it too Most memorable episodes of Build Your Network Resources available such as Cool People Cool Places. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Travis Chappell is a podcast consultant and professional connector. He is the founder of World Class Media, a full stack podcast production company specializing in helping busy entrepreneurs produce world class podcasts that pay. In addition to being featured in Entrepreneur, NASDAQ, and ReadWrite, Travis has also been featured in Forbes as a top ten podcast that will change your life alongside of Joe Rogan, Gary Vaynerchuck, Tim Ferriss, and six other awesome podcasters. He is the creator and host of both World Class, a podcast that reverse engineers what it takes to be World Class at what you do and Build Your Network, a Top 25 Business podcast dedicated to helping entrepreneurs cultivate genuine relationships the right way.  Website https://travischappell.com/podcast/ LinkedIn   Facebook

Join Johnathan Krueger on the Build Your Network Podcast as he is interviewed by host, Travis Chappell. In this episode, Jonathan shares why he opted for an internship as opposed to a traditional college experience. Hear how he cut his teeth on entrepreneurship by selling mortgages and learn about a touching experience that helped shape the way Jonathan views money. IN THIS EPISODE:  Travis Chappell interviews Jonathan Krueger on the Build Your Network Podcast. In this episode, Jonathan shares why he opted for an internship as opposed to a traditional college experience. Hear how he cut his teeth on entrepreneurship by selling mortgages and learn about a touching experience that helped shape the way Jonathan views money. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources:  Travis Chappell is the founder, and host of Build Your Network. He has made it his mission to help a million people cultivate genuine relationships the right way. From his podcast, he’s picked up on techniques and strategies that will help ditch the fear of networking, avoid becoming Networking Ned, and build genuine relationships that will unlock the next level in your life. travischappell.com Build Your Network Podcast

Johnathan Krueger is interviewed on the SharkPreneur Podcast  by host, Seth Greene. In this informative Sharkpreneur episode, learn how to make a business stand out in a crowded market. Seth and Jonathan discuss taking pride in guiding clients to make informed decisions, avoiding costly mistakes, lowering their taxes, and increasing estate size. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care. During this episode you’ll hear:  How you should work using your strengths and not your weaknesses. There is Energy Management for you and your body as well as energy management for your finances as an entrepreneur. Why it’s important to be intentional in how you guard your personal energy. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources:  Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales. LinkedIn  Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, and the founder of Market Domination LLC. LinkedIn  The SharkPreneur Podcast

On today’s show we will be talking to Clark Sheffield & Jace Mattinson, co-hosts on the podcast, Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires. During this episode you’ll hear: When Jace & Clark’s interest in saving and building personal wealth started and who their greatest influences were The motivation behind starting their podcast, Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires.    Key messages Clark and Jace aim to convey through their podcast about wealth & wealth attainment There was a NYC firefighter with a side hustle who, at the time, was worth about $1.4 million dollars. Learn the strategies he deployed to gain that level of wealth. There was a 60s female who now has a net worth of $5.5 million and yet never earned more that $82,000 in a year. Find out how she was able to achieve that. Learn how to adjust your strategies considering the historic losses in the market over the last five to six weeks. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Clark is a CPA and completed his undergrad in accounting from Brigham Young University and his Master’s in accounting from Notre Dame University. Clark started his career with KPMG and now manages the accounting and finance for a multi-family real estate investment and property management firm.  Clark and his wife reside in New York City. Jace graduated in accounting from Brigham Young University and started his career with PwC. He's an active CPA, and current CFO. Jace and his wife reside in Austin, Texas.  Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires  Clark Sheffield's Facebook Jace Mattinson's Facebook 

On today’s show Jonathan Krueger is interviewed by Traci DeForge, host of the podcast Journey To There, and founder of Produce Your Podcast. Traci shares her insights on observing Jonathan’s powerful leadership principles in action and how his core values are reflected in all areas of his business. Jonathan goes in depth regarding his philosophies around leadership, financial and spiritual growth and how his focus on family and core values impacted him in starting and running his business in St. Louis, Missouri. What if everyone ran their business and their lives based on these 3 core values? Excellence, Relentless Implementation and Empowerment. Listen as Jonathan Krueger, explains how his personal journey has influenced his visionary role as a leader. During this episode you’ll hear: The story behind naming Living A Richer Life by Design and why it’s significant to the intersection of personal & business growth Traci DeForge shares her insights on observing Jonathan’s powerful leadership principles in action and how his core values are reflected in all areas of his business. Excellence, Relentless, Implementation, and Empowerment are the 3 core values of Lionsgate Advisors. Hear insights on how the authenticity of connecting to the community can make an impact on business growth while making a difference in the community. Learn about the Caring Matrix and how Jonathan implements it in his personal, professional and spiritual life. How does financial planning integrate into your personal and business life? Work out of a place of your strengths and not your weaknesses. Be intentional in how you guard your personal energy. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors,LLC, a Registered Investment Representative and a Registered Representative withLion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources:  Traci's 29-year professional career reflects a unique combination of Broadcast Media, Executive Management & Fortune 500 Business Consulting. This powerful combination led to founding Produce Your Podcast, a premier podcast consulting & production agency providing a comprehensive, full service high quality solution to incorporating podcasting into B2B and B2C clients overall digital marketing strategy.  Traci is recognized as an international podcast expert, sought after speaker and media contributor. She’s been featured on ABC, CBS, NBC, CNN, CTV and Fortune.com, American Express Open and is a contributor for Inc.com and the Podcast Business Journal.  From early stage startups to her work with Fortune 500 companies including Google, Hilton, Weight Watchers International, Microsoft and British Airways, Traci’s expertise identifies successful business development opportunities for innovative growth.  She taps into her passion for creativity by running PODHIVE.com, an online community providing education, encouragement and support for podcasters. She is the host of the podcasts, Journey to There, Business Brokerage Podcast and Talking Finance.  LinkedIn, Instagram Resources from the show: Profit First , Secrets of the Millionaire Mind 

IN THIS EPISODE Join Jonathan Krueger as he interviews Dr. Todd Frisch, DC. Todd founder of SHAPE ReClaimed, about “ReClaiming” your life and author of Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis. During this episode you’ll hear: The reason behind writing a book about facial diagnosis. The book, Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis, is for more than health practitioners. Teachers, lawyers, financial planners, salespeople, sports recruiting, and job recruitment can use this book as a guide. Find out who can benefit from facial diagnosis and how to order a book Learn if faces change depending on a person’s health or life events. The hardest part of reading faces or what takes the most practice Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Dr. Todd Frisch, founder of SHAPE ReClaimed, about “ReClaiming” your life and author of Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis. Shape Reclaimed LinkedIn  Company Facebook  Lionsgate Show Notes

IN THIS EPISODE On today’s show we will be talking to George Grombacher. George Grombacher is a consultant, podcaster, writer and speaker. On this show, we talked about the imperative and invaluable role perspective plays in our lives, turning liabilities into income producing assets and the challenges our country is facing in terms of debt with Jonathan Krueger CEPA, Founder and Owner of Lionsgate Advisors and a podcast host.  Listen to learn about the importance of asking “what’s the purpose of my money!” Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: George Grombacher is a consultant, podcaster, writer and speaker.  He is the cofounder of the Figure it Out podcast, host of the Money Savage podcast the creator of Money Alignment Academy and the President of Financial Consulting Professionals.  He is included on Investopedia‘s list of the Top 100 Financial Advisors for 2019. GeorgeGrombacher.com  LinkedIn Show Notes  

IN THIS EPISODE On today’s show we will be talking to Seth Greene. Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of the Year Nominee, and the founder of Market Domination, LLC. Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington. He is also the author of seven best-selling books including his latest book, Market Domination for Podcasting. During this episode you’ll hear: • Seth Greene’s experience as a financial rep with A.G. Edwards and how he began his career in marketing. • The details of why his first step to success was to eliminate cold calling. • How his marketing approach is different from traditional marketing taught in college. • Learn about direct response marketing. What is it and how does it work? (Particularly for those who don’t have unlimited marketing means.) • The best practices and strategies do you use and suggest to others for effective lead generation? • Other traditional practices (like cold calling) to avoid • The three things Seth Greene does every day to grow and to find the right mindset for success. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of the Year Nominee, and the founder of Market Domination, LLC. Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington. He is also the author of seven best-selling books including his latest book, Market Domination for Podcasting. LinkedInMarket Domination LLC Clone Yourself Software

IN THIS EPISODE: Recently on The Millennial to Millionaires Podcast, Paris Grant interviewed Jonathan Krueger, co-founder of LionsGate Advisors.  During this episode, you’ll hear: Jonathan’s inspiration to get into the finance industry His passion for helping clients getting out of debt, becoming debt free and aligning himself with the best interests of his clients. How healthy is the wealth management industry? Investment advice for Millennials When should Millennials start building an estate planning team? How to know the person you are working with has your best interest at heart? Three pieces of advice for listeners.   The topics discussed, and opinions given are not intended to address the specific needs of any listener.  LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.   RESOURCES Jonathan Krueger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors' clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states. LionsGate Advisors is seen as the “advisors’ advisor” and is the only fee-based wealth management firm in the St. Louis area that quarterbacks key strategies for converting tax liabilities to assets. Our clients are affluent individuals, business owners and family offices who want to build great prosperity for a greater purpose. Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care. In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital. Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.

Join Jonathan Krueger as he interviews Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day IN THIS EPISODE: On today’s show we will be talking to Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day. During this episode you’ll hear: Why 18% of the people in the U.S. suffer from anxiety on a regular basis How mindfulness is a secret to joyful living and what keeps folks from following through on practicing mindfulness How meditating with chocolate works Why “crazy wisdom” is the backdoor to happiness and what that means Why happiness is a life skill The importance of developing “fierce compassion” Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day

On today’s show we will be talking to Coach Jim Johnson who has more than 30 years’ experience developing winning high school basketball teams, including 428 career victories which has led to numerous championships and rewards for his teams and for himself. Perhaps his most notable victory is when he inserted his autistic student-manager Jason McElwain (J-Mac) into a game and the rest is history relative to the lives that have been touched since. That experience and success has put Coach Johnson in high demand as a motivational speaker and an author.   During this episode you’ll hear: What motivated Jim Johnson to become a high school basketball coach. What the gesture of bringing his autistic team manager, Jason McElwain (T-Mac) into Greece Athena’s final home basketball game meant to T-Mac and the fans of Greece Athena When Jim became associated with Coach Donavan and what led him to write this forward Why defining your mission, setting goals, and persevering are critical steps in one’s planning process The importance of sharing your success with others and believing in miracles The importance of defining your passion   Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Jim Johnson is a high school basketball coach and the Author of the book, “A Coach and a Miracle.” Based on what transpired in a few short moments in early 2006, Coach Jim Johnson is now an authority on the subject of realizing your dreams. In his many public-speaking appearances, the Rochester, New York resident relates his role in a basketball game that got Hollywood calling. He also emphasizes the importance of teamwork and sportsmanship, delivering his talks with a heartfelt style that has brought audiences to their feet. Coach Johnson has developed winning high-school basketball teams for 30 years, taking over three losing varsity programs and turning them into winners in short periods of time. Of his 428 career victories, one in particular will surely never be duplicated.   On Feb. 15, 2006, Coach Johnson made the kindhearted gesture of inserting his autistic manager, Jason McElwain, now known to the world as J-Mac into Greece Athena High School’s final home game, which the Trojans won 79-43. J-Mac scored 20 points in just over four minutes, including six three-point baskets, to become an instant national celebrity. Coach Johnson, also, was featured in major news outlets around the country. To make the Hollywood ending complete, Greece Athena captured the first Section V title of Coach Johnson’s career a few weeks later.

Join Johnathan Krueger as he interviews Wade Pfau. Wade Pfau, Ph.D., CFA, RICP,  is a Professor of retirement income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and the RICP® program director at The American College of Financial Services. Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals and his research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine. During this episode you’ll hear  How Wade Pfau’s advise and practices stand out in the retirement space Two fundamentally different philosophies for retirement income planning How probability-based philosophy, as you describe it, is better understood by the public than the safety-first approach The characteristics of the probability-based approach Inherent risks of the probability-based approach that can sidetrack folks before and during their retirement years Lesser known ways to use insurance to help with retirement planning and execution that The types of risks that can be mitigated in retirement using a safety-first retirement planning approach Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.   Resources:  Wade D. Pfau, Ph.D., CFA, RICP, is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.  He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal.  He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement

Join Johnathan Krueger as he interviews Jeff Struecker. Jeff is a decorated soldier, pastor, author and former U.S. Army Ranger.  At age 18, he enlisted in the United States Army as Infantryman and retired as a Chaplain with over 22 years of active federal service. In 2017, he was inducted into the US Army Ranger Hall of Fame. He served for ten years in the 75th Ranger Regiment in positions from Private to Platoon Sergeant. While serving in this unit Jeff competed in and won the David L. Grange Best Ranger Competition in 1996. He taught ROTC at the University of Louisville and was recognized in 1998 as the US Army ROTC, Noncommissioned Officer of the year. Jeff spent his final ten years in the US Army serving as a chaplain in Airborne and Ranger units. During this episode you’ll hear  Why Jeff Struecker decided to become an Army Ranger and the training he had to go through Jeff’s experience at the Battle of Mogadishu, which later was portrayed in the movie, Black Hawk Down. Tell us about that experience and the effort that was made to rescue Private Todd Blackburn during that battle.  What The David L. Grange Ranger competition is What it’s like being a ROTC teacher, from the point of view of someone who in 1998, was recognized as the U.S. Army ROTC Non-commissioned officer of the year The duties and opportunities that are part of being a chaplain to our troops  A summary of the book, The Road to Unafraid, and what inspired it. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources:  Jeff Struecker is pastor at 2 Cities Church in Columbus, GA. He a was a decorated soldier. At age 18, he enlisted in the United States Army as an Infantryman and retired as a Chaplain with over 22 years of active federal service. In 2017, he was inducted into the US Army Ranger Hall of Fame. He served for ten years in the 75th Ranger Regiment in positions from Private to Platoon Sergeant. While serving in this unit, Jeff competed in and won the David L. Grange Best Ranger Competition in 1996. He taught ROTC at the University of Louisville and was recognized in 1998 as the US Army ROTC, Noncommissioned Officer of the year. Jeff spent his final ten years in the US Army serving as a chaplain in Airborne and Ranger units. Throughout his career, Jeff has attended numerous professional military schools and has received many awards and commendations. Some of his awards include the Ranger Tab, Combat Infantryman’s Badge, Pathfinder Badge, Master Parachutists Wings, Military Freefall Master Parachutist Wings, several foreign jump wings and the Combat Action Badge. He has been awarded other commendations and decorations throughout his military career. Jeff holds a Ph.D. from Southeastern Baptist Theological Seminary in Wake Forest, NC. He also has several other earned and honorary degrees. Jeff is an award-winning author with five books in print. He and his wife, Dawn, have five children and two grandchildren.

On today’s show we will be talking to Kevin Knebl, International Speaker, Author, Trainer, and Executive Coach whose clients include individuals and small, medium, and Fortune 500 companies. He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.    Kevin is the coauthor of "The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking" (McGraw-Hill).   During this episode you’ll hear: How “selling” is undergoing a revolution and to sell successfully in the new marketplace, we in sales must accept these changes and acquire the new skills needed to acquire new customers Why it is now important to become a marketer first and a seller second What makes LinkedIn important in the sales and marketing world Why one should reconsider and use Facebook and Twitter in prospecting and sales efforts What makes blogging and effective tool How to attract attention to your online presence How to use online resources to continue your communications with your prospects A blueprint to integrate social media habits into your workday     Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.   Resources:   Kevin Knebl, CMEC is an International Speaker, Author, Trainer and Executive Coach whose clients include individuals and small, medium and Fortune 500 companies. He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.    Kevin is the coauthor of "The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking" (McGraw-Hill). Kevin is also a contributing author of "Learn Marketing with Social Media in Seven Days" (Wiley). Kevin’s background includes being the top salesperson for four different companies in four different industries including being the top salesperson in the world for an international consulting company with over 300 salespeople in 15 countries. He has trained hundreds of organizations and tens of thousands of professionals on the most profitable uses of LinkedIn, Social Selling, and Relationship Marketing since 2004.

On today’s show we will be talking to Tom Rogerson. Tom is the CEO of the GenLeg Company, a company dedicated to helping to create generational legacy and co-founder of The Family Legacy Council.  As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. During this episode you’ll hear: Why family wealth as well as family businesses that have their advent in the first generation often don’t last to and through the third generation and beyond Primary factors that cause these failures Why family culture isn’t addressed and why the 2nd and 3rd generations are often excluded in family wealth planning and legacy discussions Six steps to healthy family governance Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money. He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next. Prior to starting his private practice, Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client-facing teams. He helped Wilmington integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth. Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College. Tom is a much sought after international speaker on the topic of family governance, family education and family philanthropy for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.

On today’s show we’re going to explore the folklore associated with Christmas and New Year’s and talk about those traditions in the St. Louis region. We’ve brought back Dr. John Oldani, St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix.  John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen. During this episode you’ll hear: Why folklore is so significant in shaping and defining a culture How folklore also shapes customs, superstitions, habits, and languages Some of the common and maybe not so common folklore and traditions associated with Christmas How the folklore of Christmas differs in other countries of the world from what we characteristically observe in the United States Some of the folklore associated with New Year’s both abroad and here in the U.S. Common traditions in the St. Louis area Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Dr. John Oldani is a St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix.  John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen.

On today’s show we will be talking to Bill Treasurer, a workplace expert, courage pioneer, and author of Courage Goes to Work: How to Build Backbones, Boost Performance, and Get Results. Founder of Giant Leap Consulting, a consulting and training company specializing in courage-building, he advises organizations—including NASA, eBay, Lenovo, Saks Fifth Avenue, Spanx, the U.S. Department of Veterans Affairs, and the Pittsburgh Pirates—on teaching workers the kind of courage that strengthens businesses and careers. During this episode you’ll hear: How Bill was a high diver who was afraid of heights and how that prepared him for his current career and the company he founded, Giant Leap Consulting His inspiration behind his book, Courage Goes to Work How he got interested in the topic of courage Why courage is a virtue and it’s fundamental to having a successful career If courage is about saying “yes” to any risk in front of you The relationship between fear and courage, and how can we manage our fear The 3 different “behavioral buckets” of courage Who he considers to be a courageous leader and why Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources: Bill Treasurer is the Chief Encouragement Officer (CEO) of Giant Leap Consulting, Inc. He is the author of international best-seller Courage Goes To Work, which introduced the new management practice of courage building and Leaders Open Doors, which became the #1 leadership training book on Amazon. All royalties from Leaders Open Doors are donated to programs that support kids with special needs. Bill has designed leadership and succession programs for emerging and experienced leaders for NASA, Saks Fifth Avenue, UBS Bank, Walsh Construction, Spanx, the Pittsburgh Pirates, the U.S. Department of Veterans Affairs, and many others. Bill holds a Master’s degree from the University of Wisconsin and a Bachelor’s degree from West Virginia University where he attended school on a full athletic scholarship. In addition to being an author & a business owner, Bill is a former U.S. High Diving Team captain, a cancer survivor, and the father of three children.

Join Jonathan Krueger as he discusses what makes LionsGate Advisors stand out in a crowded market. He shares his belief that traditional wealth management and the industry is broken at a consumer and advisor level. He will also discuss how consumers not only expect but demand a fiduciary role overlays all actions and objective advice. How LionsGate believes gaining clarity on clients purposes and in catering to clients goals is paramount for accelerating the impact of their wealth.