Make Time Podcast

Today's guest is Michael E. Kitces: Michael E. Kitces the Head of Planning Strategy at Buckingham Wealth Partners and a co-founder of the XY Planning Network, AdvicePay, and New Planner Recruiting, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning continuing education blog Nerd’s Eye View through his website www.Kitces.com, all dedicated to advancing knowledge in financial planning. We discuss:     Michael's entrance into the financial planning industry  The importance of business funneling from Nerd's Eye View Scaling the businesses and work/life balance struggles Tips to new planners and support  

Andrea Rye-Gonzalez joined us on the podcast to discuss the power of a positive mindset during these critical times as business owners.  Andrea is a health insurance professional who has been serving business owners for years with their health insurance needs. You can connect with her on Linkedin https://www.linkedin.com/in/andrea-rye-gonzalez-8a956667/ or directly email her andrea.rye.gonzalez@gmail.com      

Dr. John Schinnerer provides you with scientifically supported executive coaching and organizational consulting to make the most of your personal and professional potential. A U.C. Berkeley-trained coach with a Ph.D. in educational psychology, Dr. John Schinnerer, has distilled the very best of research-based tools and methods to help clients overcome anxiety, and anger and move towards a happy, contented and purposeful life. Dr. John was one of three experts to consult with Pixar on the Academy Award-winning movie, Inside Out. He is a nationally recognized speaker and an award-winning author.  https://guidetoself.com/ linkedin.com/in/drjohnschinnerer   We discuss: Emotion Management The ManBox Culture How this affects Work/Life Balance Relationships  ...and much more

Dr. Porter is the founder of Texas Direct Medical Care. TDMC is an innovative model providing subscribing members with the best medical care from their own personal physician. Dr. Porter created TDMC on the Direct Primary Care model, providing better healthcare at a reasonable cost (TXMedicalCare.com). Dr. Porter has 25 years of academic and medical experience in Family and Urgent Care and continues research in Academic Freedom, Medical Ethics, and Healthcare Reform.  Join us for an informative discussion on how a subscription-based model is revolutionizing the healthcare industry.   Learn more about the subscription-based model and Dr. Porter at http://www.txmedicalcare.com/  Follow Dr. Porter: LinkedIn-https://www.linkedin.com/in/clifford-porter-21a1b614a/ Facebook-https://www.facebook.com/clifford.porter.3597

Today's Guest is Kathleen Burns Kingsbury A wealth psychology expert, founder of KBK Wealth Connection, host of the Breaking Money Silence® podcast, and an internationally published author and speaker. Breaking Money Silence: How to Shatter Money Taboos, Talk Openly about Finances, and Live a Richer Life is Kathleen’s fifth book. We discuss: Understanding how money-talk influences your financial decision making Gender lenses around money  Discussing with your spouse about money and work Money myths related to gender The keys to breaking money silence ...and much more. Listen to learn how to make time and live life on purpose through breaking money silence. You can find Kathleen at: www.kbkwealthconnection.com https://podcast.breakingmoneysilence.com/ www.breakingmoneysilence.com

Today's guest is Alex Hopkin of Simply Paraplanner. ​ Alex Hopkin, AFC®, CFP®, is the founder of Simply Paraplanner, a job board website connecting financial planning firms with virtual paraplanners across the country. Alex is on a mission to improve employment within the financial planning industry, guiding financial advisors to make smarter, more profitable hiring decisions, and providing paraplanners with the tools to create the environment that fits their lifestyle.   In this episode we discuss: ​ What paraplanning is How paraplanning can help financial advisors to be more productive The keys to outsourcing  Greatest hurdles to using virtual paraplanners How your practice will benefit and scale your practice ...and much more ​ ​ You can check out Alex's website at https://simplyparaplanner.com/  

The key to the Make Time Productivity System is the Ideal Calendar. At the center of the Ideal Calendar is the Business Ideal Calendar. Learn the importance and how to create one so that you can be more productive and create better boundaries at work for your personal time. Check out the Make Time Productivity Course that gives all 12 modules of the Make Time Productivity System here.    

Laura Coleman is an Accredited Financial Counselor, a wife, a mom, a strong independent woman, and a member of The Church of Jesus Christ of Latter-Day Saints. She has spent the last 17 years in the financial industry. First working in mortgages, then moving on to financial education and providing help to our Military Service Members as a Personal Financial Counselor. She knows what it’s like to be a single working professional, a married woman, a woman that dealt with fertility and then adoption of 3 children. She also understands Pacer/Spender types as she is married to an opposite type. She is a Midwesterner at heart, but is currently raising her family in the South and she just loves the people and the weather there.   In this episode we discuss: Laura's Story Adoption and preparing financially Tips on obtaining grants The details on family loans What financial pros can do to help couples plan ...and much more You can catch Laura here https://familymoneycoaching.org/

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 was honored to be included on Investopedia‘s list of the Top 100 Financial Advisors for 2019.  

Today's guest is Samantha Russell of Twenty Over Ten.   Samantha Russell is the chief marketing and business development officer at Twenty Over Ten (a digital marketing and website development company for financial advisors). Samantha helps financial advisors create digital marketing strategies that produce explosive growth through website development, content marketing, SEO, social media and video.   In this episode we discuss: ​ Financial advisors and business owners improving their websites The 5-second rule Improving SEO for any website Reutilizing content to different platforms The 40/60 rule for social marketing ...and much more! ​ You can find more about Samantha and Twenty Over Ten at https://twentyoverten.com/  ​ ​To learn more check out the Make Time Productivity Course here.

How does sleep affect your productivity and your income? Workaholic-business owners and self-employed people try and fail to minimize sleep to work more productive. Sleep is actually own of your biggest asset in productivity. It will increase productivity, creativity, your ability to manage stress, and your overall health. Lack of sleep makes you groggy, dependent upon sugar, caffeine, and other stimulants to keep you "going"! We all know the value of good sleep and how it affects us either way. Listen to the research on sleep and productivity and learn some real-life tips to change the single area that you make time for each week! 

Today's guest is the first on the Make Time Podcast. Alan Moore is the co-founder of the XY Planning Network and a superstar in the financial planner industry. He and Michael Kitces have built a phenomenal support for independent financial planners and I interviewed him on the show to gain wisdom about their business success. Check out the sage advice from this business owner on the business systems that were key to his success.  

Everyone has advice on goal setting but few achieve their goals. We are going to dive deep into Episode #2 of the Make Time Podcast. Enjoy!

This is an introduction to the Make Time Podcast and a little bit about me. Enjoy!