Profits to Wealth

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss social security retirement benefit options and some of the factors listeners may want to consider when making their selection. Contact Lake Hills Wealth Management today for any questions or to obtain a complimentary review to determine if any of the discussed strategies make sense for you and your financial plan.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the proposed Joe Biden tax plan and some year-end income tax strategies that could possibly reduce your income taxes for 2020. Contact Lake Hills Wealth Management today for a complimentary review to determine if any of the discussed strategies make sense for you.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss their thoughts on portfolio construction for pre and post-retirement investors. Specifically, they discuss the 3-bucket approach and why investors need to reevaluate their current stock exposure, given the potentially rough road ahead for the bond market.  Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like, given the current market conditions.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the massive stock market run-up from the March lows and what investors may want to consider now. They believe volatility may persist in the short-term, but they also lay out the many reasons why stocks can continue to rally over the next several years. Contact Lake Hills Wealth Management today for a complimentary review to determine what your investment allocation should look like given the current market conditions.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the benefits of a Roth IRA conversion. After all, tax rates are currently low, the U.S. debt levels are rapidly climbing, and so could future tax rates. Now is a great time to evaluate this powerful tax diversification strategy. Contact Lake Hills Wealth Management today for a complimentary review to determine if a Roth IRA may be appropriate for you.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss how rising interest rates can affect your bond investments and what listeners can do to protect their portfolio. Contact Lake Hills Wealth Management today for a complimentary portfolio review to determine what your portfolio risks are and what changes are recommended.

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss two ways charitably inclined listeners can reduce their income taxes while helping charities near and dear to their hearts. Contact Lake Hills Wealth Management today to determine if one of these tax-saving strategies makes sense for you and your financial plan. 

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the popular investment, Gold. Jack and Jason provide their opinion on why the precious metal has recently hit an all-time trading high, what’s driving it, and the risks of owning Gold investments in your portfolio. They also provide listeners with instructions on how to obtain a complimentary financial and portfolio review. Contact Lake Hills Wealth Management Today!

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the different mortgage refinancing options and how doing so can impact your finances. Jack and Jason also provide listeners with an update on the financial markets and how to obtain a complimentary financial and portfolio review. Contact Lake Hills Wealth Management today for your FREE financial plan and portfolio review!  

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the necessary steps to prepare for a sustainable income in retirement. Poor cash flow management, investment selection, and planning can lead to excessive portfolio withdrawal rates, which, if not corrected, can be catastrophic to any retirement plan. Contact us today for your FREE plan and portfolio review!

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss what to expect when working with a financial advisor and how having the right professional can make all the difference when it comes to managing your life savings. Contact Lake Hills Wealth Management today for your free review!

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the seemingly uninterrupted ascent of the stock market, and what could potentially change the direction in the near term. Market risks are present, so tune in to hear more about their thoughts on the markets, and what listeners can do to evaluate their portfolios. Questions? Contact Lake Hills Wealth Management Today!

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the Federal Reserve System, their recent injection of stimulus, and what that means for your money. Contact Lake Hills Wealth Management Today! 

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen discuss the recent Economic Recession declaration by the NBER and what that means for the markets. They also talk about the markets overbought status and what that has historically meant for stock prices in the short-term. Contact Lake Hills Wealth Management

Lake Hills Wealth Management Founders Jack Marino Jr. & Jason Clevlen provide listeners with an update on the financial markets along with a financial planning strategy for proactive tax planning. Contact Lake Hills Wealth Management

In this episode, host Jack Marino Jr. speaks with Eddie Fooshang of The Eddie Fooshang Team about how COVID-19 has affected the mortgage market. Eddie and his team passionately educate clients on the home buying process and assist them with securing the right mortgage to make their homeownership dream come true. This episode will help you assess your opportunities in the current mortgage market. Subscribe Apple | Google | Spotify | Stitcher Resources The Eddie Fooshang Team -– Eddie Fooshang and his team of mortgage professionals are available to answer your questions about mortgage loans.  Think and Grow Rich by Napoleon Hill -- Eddie Fooshang recommends this life-changing book on cultivating a wealth mindset. Key Takeaways  1) The COVID-19 crisis is causing volatility in the mortgage industry. Many clients are coming in with misinformation about refinancing. 2) If you've been waiting to buy, now is the time to get pre-approved and to get your financing in order because there will be opportunities. 3) If you’re an entrepreneur considering a home purchase, speak with your CPA to create a smart strategy about how to file your taxes in a way that takes this goal into consideration.  Show Notes

In this episode, host Jack Marino Jr. speaks with LinkedIn coach, business consultant, and speaker Ted Prodromou about how to grow your business using LinkedIn. This episode will help motivate you to commit to lifelong learning, to nurture your network, and to focus on building relationships when communicating with people online. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Keep your face to the sunshine and you cannot see a shadow." -Helen Keller Resources The Ultimate Guide to LinkedIn for Business -– Ted Prodromou’s book on how to use LinkedIn to grow your business and create more leads.  Your LinkedIn Coach -- Visit Ted’s website to learn more about his professional services. Think and Grow Rich by Napoleon Hill -- Ted Prodromou recommends this classic book on cultivating a wealth mindset. Key Takeaways  1) Treat people like people on LinkedIn and focus on building relationships. 2) When you have a new contact, follow up with content that’s relevant to that person.  3) Share content on LinkedIn. Short videos have high engagement right now. Show Notes

In this episode host, Jack Marino Jr. speaks with mindset therapist Maegan Aleece about three simple things you can do to create a successful mindset during turbulent times. This episode will help you think about how your beliefs shape your behavior, how you can change those beliefs, and how to keep your edge even when life gets stressful. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Life isn't about finding yourself. Life is about creating yourself." -George Bernard Shaw Resources Level Up Everyday -– Reach out to Maegan Aleece and learn more about rapid transformational therapy.  Becoming Supernatural by Joe Dispenza -- Maegan Aleece recommends this book for learning more about the benefits of meditation, movement, incantations, and more. The Calm App, Insight Timer, and Headspace -- Maegan Aleece recommends these apps if you want to get started with regular meditation.  Key Takeaways  1) Science now shows that we spend most of our day in our subconscious mind. We can feed our subconscious mind with positive beliefs. 2) Take control of your focus and ask yourself how you want to feel.  3) Meditation, movement, and incantations are all methods you can employ to start feeling how you want to feel.  Show Notes

In this episode, host Jack Marino Jr. and Jason Clevlen discuss what a recession is and what it means for your money. They provide the top ten financial considerations you should make during a downturn, including what to do with your investment portfolio in these uncertain times. Learn ways to stay educated and positive as you make critical financial decisions. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Buy when there's blood in the streets, even if the blood is your own." -Baron Rothschild Resources Lake Hills Wealth Management -– Reach out to Jack or Jason if you have additional questions or need financial guidance.  Key Takeaways  1) Keep your mind right and do not make decisions driven by emotion. 2) Putting money to work now will come out well if you're a long-term investor. 3) If you have an adequate cash reserve and review your spending plan frequently, you have many opportunities to consider during a recession.  Show Notes

In this episode, host Jack Marino Jr. speaks with marketing expert Kendra McLelland, CEO of Blah Blah Media, about three simple steps that will help you attract your ideal customer. This episode will help you think about how to tell the right story about your business that addresses the real problems your customers are facing.  Subscribe Apple | Google | Spotify | Stitcher Show Quote "People don't buy what you do, they buy why you do it." -Simon Sinek Resources Blah Blah Media-– Reach out to Kendra McLelland through the contact page for her full-service marketing agency based in Austin, Texas.  The One Thing by Gary Keller and Jay Papasan-- Kendra McLelland recommends this book for helping professionals focus on just one important thing. Key Takeaways  1) Many businesses tell stories that don’t matter to their customers. Make sure you are telling a powerful story that will be meaningful to them.  2) Align your brand. Brand alignment builds trust. 3) Have a purpose in everything you do. Do not engage in marketing for the sake of marketing.  Show Notes

In this episode host, Jack Marino Jr. speaks with Artie Pennington, a business and estate planning attorney, about why business owners should have an estate plan. This episode will guide you through the essential things you need to know when creating an estate plan for your business as well as for your personal estate. You’ll also learn what happens to your assets if you do not have an estate plan in place. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Always plan ahead. It wasn’t raining when Noah built the ark." -Richard Cushing Resources Hunt, Pennington, Kumar, Dula-– Reach out to Artie’s firm for a consultation about estate and succession planning.  David H. Maister -- Artie Pennington recommends the work of David Maister if you’d like to learn more about how to operate as a professional.  Key Takeaways  1) You need an estate plan for your business that is based on your desired outcomes. This plan will protect your business and your family.  2) Everyone needs a will. Start with a will and a trust when you begin your personal estate planning. 3) Don’t assume that everything will automatically go to your spouse and kids. Make a plan to protect them.  Show Notes

In this episode, host Jack Marino Jr. speaks with Jason Clevlen about the key differences in two widely used retirement plans and how these plans can affect a business owner's income taxes, especially the new and complicated qualified business income deduction. Through their detailed case study, you will see how you can bring a forward-looking approach to your tax planning this tax season and in the years to come.  Subscribe Apple | Google | Spotify | Stitcher Show Quote "It is not the man who has too little but the man who craves more that is poor." -Seneca Resources Lake Hills Wealth Management -– Reach out to Jack or Jason if you have questions about your retirement accounts and proactive tax planning.  Key Takeaways  1) The Solo 401k has some big advantages that the SEP-IRA doesn't have. 2) The retirement plan you choose will have an impact on the QBI (Qualified Business Income) and the amount of total income tax you pay. Work with the right professionals on this. Consult your financial advisor and CPA.  3) Proactive financial planning done throughout the year can help you maximize your opportunities to reduce your taxable income and increase your ability to save for retirement. Show Notes

In this episode host, Jack Marino Jr. speaks with Ethan Offenbecher of Marcus & Millichap. Ethan shares the four keys to successful real estate investing, the top mistakes investors make when investing in real estate, and the questions you should ask when hiring a broker. Subscribe Apple | Google | Spotify | Stitcher Show Quote "I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful." -Warren Buffet Resources Marcus & Millichap -– A real estate investment firm that can help you reach your real estate investment goals.  The Bible -- Ethan Offenbecher finds motivation through his faith and the Bible is his top book recommendation.  Good To Great by Jim Collins -- A book recommended by Ethan Offenbecher for the wonderful stories it shares that can provide insight into how to solve problems and overcome obstacles. Key Takeaways  1) When investing in commercial real estate you need to begin with a goal that will motivate your actions and decisions.  2) When looking for an investment broker, focus on finding someone with experience that you have a good rapport with.   3) Doing your due diligence is of paramount importance when considering an investment in commercial real estate. Choosing the right broker with the right team of professionals will make this part of the process go more smoothly. Show Notes

In this episode, host Jack Marino Jr. speaks with Artie Berne of ArTex Funding. Artie discusses how he became involved in the alternative lending world and how becoming a super-connector helped him exponentially grow his business. He also explains how listeners can use short-term loans from alternative lenders to grow their business when turned down by the banks. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Every problem is a gift. Without problems, we would not grow." -John Rockefeller Jr. Resources ArTex Funding -– Learn more about Artie’s boutique private debt-funding company that offers creative and flexible finance programs to position your company for success. Never Eat Alone -- A book Artie Berne highly recommends for thinking about how to build your network. Smart Calling by Art Sobczak -- A book recommended by Artie Berne for building and maintaining client relationships on the phone and beyond.  Precision Bookkeeping -- A bookkeeping service that can help you with QuickBooks online as you prepare your loan documents. Key Takeaways  1) Entrepreneurs can use performance metrics to track and measure their progress. When you’re an entrepreneur, you must be highly motivated and disciplined. 2) Personal relationship building still drives sales. Attend regular networking events, make phone calls, and follow up when you say you will.  3) An alternative working capital asset-based lender can help entrepreneurs grow their business with short-term loans if they’ve been denied by traditional funding sources. Show Notes

In this episode, host Jack Marino Jr. and Jason Clevlen discuss eight simple ways to improve your finances. These tips provide peace of mind by helping you build wealth as you implement a savings plan, track your financial goals, maximize your tax benefits, and more. Subscribe Apple | Google | Spotify | Stitcher Show Quote "Money is a terrible master but an excellent servant." -P.T. Barnum Resources Wealth Builder Tool -– Download the free Wealth Builder Tool to start implementing your own spending plan today.  Have a Question? -- Submit your questions to Jack Marino Jr. and Jason Clevlen.  Key Takeaways  1) Automate spending and saving to maximize the way you manage your cash flow. Consider replacing your current budget with a spending plan that will provide instant feedback about your finances without micro-management. 2) It’s a great idea to review your finances annually. In this review, consider your spending plan, the amount you are saving and investing, your insurance needs, possible tax benefits, and your overall financial goals. 3) Sometimes when reviewing financial goals, you’ll need to make adjustments to those goals and rearrange your financial priorities. Show Notes

In this episode, host Jack Marino Jr. speaks with Phil Reeve, the head recruiter at Reeve Associates in Austin, Texas. Phil discusses his entrepreneurial journey and what makes his company different from other recruiting solutions in the marketplace. He discusses common mistakes made by business owners during the hiring process and what changes they should make to yield a better result. Phil also explains how listeners can better use social media to find top talent and what they can do to get more offers accepted by their ideal candidates. Subscribe Apple | Google | Spotify | Stitcher Show Quote "The secret of success is to do the common thing uncommonly well." -John Rockefeller Jr. Resources Reeve Associates -– Learn more about the recruiting services Phil and his team provide and watch a job video for insight into how to attract the right hire. Never Split the Difference -- A book Phil Reeve highly recommends for thinking about negotiation on a whole new level. Extreme Ownership -- A book recommended by Phil Reeve for helping people take full responsibility for their own growth.  Key Takeaways  1) When looking for hires on social media, connect with individuals in your industry and focus area. Bring up something positive in their profile you like and keep things light. 2) The number one complaint by candidates is the length of the interview process. Move quickly and respond to promising resumes. 3) From the time you tell a recruiter you want to hire someone, 60 days is about the fastest the process can be. Show Notes

In this episode host, Jack Marino Jr. speaks with Carlie Bittel, CPA, and Founder of Bittel Books and Taxes. Carlie discusses the steps she took when transitioning from employee to business owner when creating her accounting firm. She provides valuable guidance for listeners looking to become entrepreneurs. Carlie is, by definition, an industry disrupter. She is turning the traditional public accounting model on its head by providing not only superior accounting services and proactive tax planning. Subscribe Apple | Google | Spotify | Stitcher Show Quote "The hardest thing in the world to understand is the income tax." -Albert Einstein Resources Bittel Books and Taxes -– Learn more about the services Carlie and her team provide for individuals and small businesses. Why We Sleep -- A book Carlie Bittel highly recommends to anyone who wants to improve their life by improving their sleep.  Key Takeaways  1) When starting your own business, accurate budgeting is key. 2) The best time to implement a proactive planning approach is when you are planning to take your business to the next level.  3) Protect yourself as an entrepreneur by hiring a trusted team of advisors, including a lawyer, accountant, and financial advisor.  Show Notes  

In this episode, hosts Jack Marino Jr. and Jason Clevlen discuss the differences between Traditional and Roth retirement plans. They talk about what listeners may want to consider when faced with the decision of which type of IRA or 401(k) to make contributions to, how to make contributions, and what types of investments can be held in these commonly used retirement plans. They also discuss ways for high-income earners to make Roth contributions and how strategies such as tax bracket maximization and tax diversification can potentially reduce your tax bill in the future. Subscribe Apple | Google | Spotify | Stitcher Show Quote "The future depends on what you do today." -Mahatma Gandhi Resources Proactive Tax Diversification Cheat Sheet-– Download this helpful one-page document from Lake Hills Wealth Management which shows how tax diversification can help reduce income tax in the future along with the common Retirement plan contribution limits for 2019 and 2020. Key Takeaways  1) The biggest difference between Traditional and Roth retirement plans is their tax treatment. 2) Tax bracket maximization can carry huge benefits and requires thought and planning with your tax professional as a guide.  3) By diversifying your assets from a tax perspective, you get flexibility and control over how much you pay in taxes later in life. Show Notes  

In this episode, Robbie shares how his family started Bear Creek Smokehouse in 1943, what it looked like then and how it looks today. He also shares his passion for food, family, and faith, which he attributes as a key to Bear Creek’s longtime success. What I think is most interesting about this interview is Robbie’s ability to grow a 77-year-old company by building deep, influential relationships and his vision to create customer experiences rather than focus on selling products or commodities.  Subscribe Apple | Google | Spotify | Stitcher Show Quote "We see our customers as invited guests to a party and we are the host. It's our job every day to make every important aspect of the customer experience a little bit better." -Jeff Bezos Resources Bear Creek Smokehouse -– Robbie Shoults’ family-owned business, specializing in premium smoked meats and other culinary delights.  Bear Bottom Bliss Cookbook -– The official cookbook from Bear Creek Smokehouse, with recipes featured on The Rachael Ray Show.  Ego Is The Enemy -- Recommended in this episode by Jack Marino Jr., Ryan Holiday’s book explores how history was made by people who fought their egos. Key Takeaways  1) One way to provide superior customer experience is to create an experience that can’t simply be delivered to someone’s doorstep.  2) If you can connect with people you can create lifelong customers. 3) A passion for people, as well as a passion for the product you’re selling, can go a long way in building your business. Show Notes  

In this episode, Nathan shares valuable insight for listeners looking to lease or purchase commercial real estate. He shares the most significant pitfalls associated with commercial real estate transactions and how to navigate them. Nathan also shares some tips on what business owners should look for when negotiating their next lease as well as when they should opt to purchase instead of leasing. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote "Pride deafens us to the advice or warnings of those around us." -John Maxwell Resources Austin Tenant Advisors -– Nathan Smith’s boutique commercial real estate firm that exclusively helps tenants and buyers find the right space for their business in the Austin, Texas area.  Feel the Fear and Do It Anyway -– A book Nathan Smith highly recommends for people who want to try new things and get over their fear of failure.  Ego Is The Enemy -- Recommended in this episode by Jack Marino Jr., Ryan Holiday’s book explores how history was made by people who fought their egos. Key Takeaways  1) Begin looking for the space you need for your business 6-12 months before you need it. The process of leasing commercial real estate can be long and complicated. 2) Don’t over-negotiate. There’s more to negotiations than focusing on the rate. 3) When considering leasing office space vs. purchasing, consider what will provide you with the best return.  Show Notes

In this episode, Jack Marino Jr. speaks with Chris Meroff. Chris has made a career of testing new leadership ideas to see what works and what doesn't. He has spent more than twenty-five years supporting leaders in many different industries. You’ll hear the four simple steps leaders can implement to create a workplace culture where your employees find fulfillment as your business thrives. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote "Before you become a leader, success is all about growing yourself. After you become a leader, success is about growing others." -Jack Welch Resources The Obstacle is the Way (book) -– A book Jack recommends for helping you look at problems you encounter as the path to your success. Align: Four Simple Steps for Leaders -– If you enjoyed this episode, you’ll love Chris Meroff’s book that further explains the four steps leaders can take to create a company culture that prioritizes alignment.  Alignment Leadership -- Visit this website to get more information about Alignment Leadership and how they can help your business. Sign up for a free consultation around what you're experiencing and what you want to experience in your business. chrismeroff.com -- Visit this website to learn more about Chris Meroff including his books and podcast. Gung Ho (book) -- A book Chris Meroff recommends that helped him start thinking about how to prioritize unity in organizations.  Winning with People (book) -- A book Chris Meroff recommends if you want to start thinking about how to become an expert on people.  Key Takeaways  1) When you're unified you can identify where you want to go and then you can figure out how you want to get there. 2) The goal of a leader is to set up their employees to learn. 3) Fulfilled employees can do more than unfulfilled employees. Show Notes

In this episode, Jack Marino Jr. and Jason Clevlen discuss a simple planning strategy designed to aid in the achievement of your goals. Learn the reasons why most people don't achieve the goals they set out for and learn what you can do to increase your odds of achievement. Subscribe Apple | Google | Spotify | Stitcher | iHeartRadio Show Quote “It takes as much energy to wish as it does to plan.” Eleanor Roosevelt  Resources Goal Planning Worksheet -- Download this free worksheet to help you achieve your goals. Start with Why (book) -– A book Jack recommends for helping you find the purpose behind your goals and dreams. Free Goal Calculator from Lake Hills Wealth Management -– A free tool to help you plan your financial goals for the coming year. Have a Question? -–  Submit a question to Jack Marino Jr. or Jason Clevlen.  Key Takeaways  1) Many people fail to achieve their dreams and goals because they do not create an actionable plan. 2) Set goals that are S.M.A.R.T. (Specific, Measurable, Achievable, Relevant, and Time-bound. 3) Break down long-term goals into short-term measurable milestones. Show Notes

In this episode, Jason and I discuss the number one financial challenge for most people, poor cash flow management. We explain why cash flow is so difficult to manage; the most significant pitfalls households find themselves in, the benefits of having a healthy cash flow, and what strategies financially successful people do to manage their cash flow.  Show Quote “Money is a guarantee that we may have what we want in the future. That we need nothing at the moment, it ensures the possibility of satisfying a new desire when it arises.” - Aristotle Resources Wealth Builder Cash Tool- Download the tool Lake Hills Wealth Management Uses with its clients.  The Richest Man in Babylon (book) -– A resource Jason and Jack recommend for timeless cash flow concepts.  Rich Dad Poor Dad (book) -– A resource Jason recommends. What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! Profit First (book) -– A resource Jack recommends for maximizing your business cash flow by paying your Profit First. Have a Question? -–  Submit a question to Jack Marino Jr. or Jason Clevlen.  Key Takeaways  1) Cash flow is a fundamental building block to a successful financial life that is the root of everything we do in finance.  2) The poor and middle class go to work for money while the rich allow their money to work for them.  3) In most cases, if you want to retire by 65 and maintain your standard of living, you’ll need to save 10-17% of your income, beginning by age 25. Show Notes  

In this episode, Damon discusses his entrepreneurial journey, how he currently serves the business community and his mission in life. Damon talks about how he began his journey as an employee right out of college, serving as a business consultant only to be later forced out on his own. For Damon, that moment in life proved to be pivotal, since it led him to the decision to become an entrepreneur, founding many businesses including an interim executive business which was unknown at the time. Damon also discusses his core passion which is to help small business owners grow their business through Gino Wickman’s Entrepreneurial Operating System.  Be sure to stay tuned to the end when Damon shares his contact information and how listeners can purchase his valuable new book, the X-Formation. Show Quote “Plans fail for lack of counsel, but with many advisers, they succeed.” - Proverbs 15:22  Resources X-Formation (book) -– Damon’s book that will teach you all about interim executives, why your company may need their services, and where to find one. Traction (book) -– An enlightening book that outlines Gino Wickman’s EOS  system. Good to Great (book) -– A resource Jack recommends when considering questions around hiring and personnel.  Mindshift (book) - “Break Through Obstacles to Learning and Discover Your Hidden Potential.” A book Jack recommends. damonneth.com  -–  Visit Damon’s website to learn more about his services. Key Takeaways  1) The path of entrepreneurship is often the straightest path to what people want to do. This path offers people more control over their destiny.  2) An interim agent is a change agent that can help companies implement big solutions to big problems. 3) The EOS system works because it is a system of best business practices that form a framework for running a company.  Show Notes    

Jonah Kaufman, a serial entrepreneur, shares how he and his wife, Dr. Katie Kaufman strategically went from employees to entrepreneurs despite the risks and fears that cripple most. They currently own two successful optometry practices in Austin (Westlake Eyecare) as well as a top-producing new ServPro franchise in San Antonio, TX.  Be sure to listen to the end where Jonah offers listeners an opportunity to connect with him directly.  Show Quote “By failing to prepare, you are preparing to fail.” -Benjamin Franklin Resource westlakeeyecare.com – See a highly skilled eye doctor in Austin, TX and choose from exclusive designer frames in the optical boutique. Key Takeaways 1) Once you decide to move forward, don’t look back. 2) Don’t jump into entrepreneurship without a plan. Take your time and seek the help you need to create a roadmap. 3) Put a dollar value on your time and do it early. This will help you and your team focus on revenue-producing tasks. Show Notes

In this episode, Jason Clevlen introduces Lake Hills Wealth Management, a firm he and Jack Marino Jr. founded in 2017. Jason reveals the aspects of a fee-only Financial Advisor. He also discusses the benefits of hiring a financial advisor, what areas that professional can help with and how to go about hiring one. Be sure to stay tuned to the end where Jason reveals some personal attributes, recommendation and how listens can contact him with questions. Show Quote “If you go to work on your goals, your goals will go to work on you. If you go to work on your plan, your plan will go to work on you. Whatever good things we build end up building us.” -Jim Rohn Resources Lake Hills Wealth Management – Improve your business and amass wealth so you can achieve financial freedom with the help of experienced certified financial planners. Profits to Wealth Mastermind – Collectively overcome challenges in your business with like-minded peers. The Happiness Advantage (book) – A book about positive psychology that comes highly recommended by Jason Clevlen. Key Takeaways 1) The two main services provided by Lake Hills Wealth Management are Financial Planning and Investment Management. 2) The benefit of working with a financial advisor is that they have the knowledge and tools to make sure clients are making savvy financial decisions to achieve their financial goals. 3) When interviewing advisors, ask how they are compensated and choose a CFP with reasonable experience. Show Notes

In this first episode, get to know Jack Marino Jr. as he informs the listeners as to what they can expect and explains what Profits to Wealth is all about. If you would like to learn more, check out the Profits to Wealth website at https://www.profitstowealth.com/