Wealth Tactic Rebels

Did you know that businesses, no matter how big or small, experience similar obstacles as they move from idea to goals to finishing a project? In over 25 years of training, teaching and executive experience, Jen McFarland has discovered these common obstacles. Join WTR host Kevin Dumont and guest expert Jen McFarland in rooting out 5 common mistakes many business owners make and unearth how to solve them. Jen McFarlandWebsite https://www.womenconquerbiz.com/ (https://www.womenconquerbiz.com) LinkedIn URL https://www.linkedin.com/in/jensmcfarland/ (https://www.linkedin.com/in/jensmcfarland/) Facebook URL https://www.facebook.com/womenconquerbiz (https://www.facebook.com/womenconquerbiz) Twitter URL https://twitter.com/jensmcfarland (https://twitter.com/jensmcfarland) YouTube URL https://www.youtube.com/channel/UC4gqaZ96ns7jJzMMYQP-r7Q/ (https://www.youtube.com/channel/UC4gqaZ96ns7jJzMMYQP-r7Q/) Instagram https://www.instagram.com/womenconquerbiz (Instagram) Notes:Kevin_Dumont: [00:00:00] Welcome to another discussion with Wealth Tactic Rebels, the podcast for people who see things differently. I'm your host, Kevin Dumont. I've been thinking differently in the wealth field for nearly 15 years today. I'm joined by a host. Jen McFarland. Jen, how are you today? Well, I appreciate you being here today and sharing your time and your knowledge with our wealth at the rebels. So Jen is an entrepreneur in business consultant and, she has a particular expertise in business and, kind of like the Wealth Tactic Rebel philosophy, where we believe that you have a lot more to be had by first avoiding losses, before you go chasing a rate of return, like it's the same thing in business, Someone like Jen who's had a lot of experience has seen a lot of mistakes that people commonly make when they're trying to run their business. And if you can first learn those ahead of time, but through someone like Jen and look out to avoid those, you know, you have a lot better shot at having a more successful business. So today's discussion is avoid these five common business mistakes. we're going to discuss those. It has to do with it mindset, willingness to poke holes in what you think is a success. and assessing risk and, time. And we also talked a little bit about, uh, with different ways that, that you can accomplish things. Before we get into that though, Wealth Tactic Rebls, if you would do as a favor after this episode on whatever your preferred listening platform is, please just go there, give us a rating review and a, you can drop us a line. You can do it there. You can do it on a Wealth Tactic Rebles Facebook page. let us know what you found inspiring about today's episode, what you think may have helped you or someone, you know, Jen let's, let's get into a little bit, but before we get too far, would you mind sharing a little bit with our listeners about a little bit about where you came from and what inspired you to do what you do today? Jen_McFarland: [00:01:48] Sure. Thank you, Kevin. And thanks again for having me on. so my name is, my name is Jen McFarland. Um, I have 25 years of teaching training and executive experience in leadership projects and marketing, and the way that I got really into. All of this was after college. I got really interested in the peace Corps. One of my best friends went to Bolivia. This was back when we were pen pals, cause they didn't have internet in Bolivia. And I just became really fascinated with it. Now the whole time that I was. Her pen pal. I was also working as a graphic designer and I was like, I want to do this. And I got married and my husband and I ultimately what to Kazakhstan and lived overseas for two years. And it just kind of took away like all of the creature comforts. and I realized how much I love projects and it also kind of changed my own mindset. So I came back, I had, you know, Went back and got a master's degree in leadership and management. I led a...

Today we are discussing Empowering your Retirement. But before we get into that, let's talk, for a moment, about the position of our economy during the time of this recording, early June of 2020, specifically in regards to jobs. We are starting to see flattened curves from the COVID-19 pandemic and partial reopening's of parts of our economy in the US. There's even some good news jobs as according the Department of Labor Bureau of Labor Statistics, there were 2.5 million new jobs in May. However, the unemployment rate is still at 14.7%. Some sources, such as an article in Forbes on June 8th say there was an error in the calculations for the unemployment rate and therefore the true rate is closer to 20%. Regardless, there's been over roughly 42 million how have lost their jobs to date, and counting. There's also talk that many people whose jobs were retained because of the forgivable loans for small businesses, will be let go once those businesses are out of the specified period they are required to keep their employees. What does this all mean to you, our Rebels? Well, many of you may find yourself, or someone you know, as one of the unfortunate unemployed, or fortunate, depending on your point of view, or those facing a forced, early retirement because of the pandemic. You may have left or will be leaving completely unprepared with this sudden and life altering situation and shrugging your shoulders asking, "now what?" While we can't answer that question for you, we discuss tactics today to help you better understand your financial position, what steps to take next and a some advice to help you through this difficult time. Forbes Article: There’s A Glaring, Misleading Error In The May Jobs Report: U.S. May Be At 20% Unemployment (https://www.forbes.com/sites/jackkelly/2020/06/08/theres-a-glaring-misleading-error-in-the-may-jobs-report-us-may-be-at-20-unemployment/#1456adfb60d3)

Nick Loper Website https://www.sidehustlenation.com (https://www.sidehustlenation.com/) Website #2 https://www.VirtualAssistantAssistant.com (https://www.virtualassistantassistant.com/) LinkedIn URL https://www.linkedin.com/in/nickloper/ (https://www.linkedin.com/in/nickloper/) Facebook URL https://www.facebook.com/SideHustleNation/ (https://www.facebook.com/SideHustleNation/) Twitter URL https://twitter.com/nloper (https://twitter.com/nloper) YouTube URL https://www.youtube.com/nickloper (https://www.youtube.com/nickloper)

Does a 20-hour work week sound appealing to you? Have you wanted to become an entrepreneur but thought it was too risky? When you have a business, you can create streams of income that can build you wealth. WTR welcomes Yasmin Vorajee, an entrepreneur. In this week’s episode, we will discuss how to build assets that could bring you income over time. Ingenious tactics to accumulate wealth, for people who see things differently. Website https://www.yasminvorajee.com/ (https://www.yasminvorajee.com/) LinkedIn URL https://www.linkedin.com/in/yasminvorajee/ (https://www.linkedin.com/in/yasminvorajee/) Yasmin Vorajee Facebook URL https://www.facebook.com/tinytimebigresultswithYasminVorajee/ (https://www.facebook.com/tinytimebigresultswithYasminVorajee/) Twitter URL https://twitter.com/tinytimewithyas (https://twitter.com/tinytimewithyas) YouTube URL https://www.youtube.com/user/yasminvorajee (https://www.youtube.com/user/yasminvorajee) [00:55] Kevin: Today we’re joined by guest Yasmin Vorajee. Today we’re going to talk about making your money work for you, not someone else. Yasmin is an entrepreneur and an expert in making your money work for yourself [02:40] Would you mind sharing a little bit with our listeners where you came from and what inspired you to do what you do today? [02:50] Yasmin: I’m the creator of Tiny Time, Big Results, which is all about how to have a profitable 20 hour week business [04:25] If I only have a few hours a day, how can I make the most of the time that I have so that I can still have a profitable business so that I can still be with my kids and still feel like I have balance? [05:05] Kevin: It’s not just work all day, everyday. Then you’re missing out on a lot of things. To me, I think wealth is important to bring a quality of life [05:15] Yasmin: Wealth for me is not just about the amount of money that you make or the amount of money that you have. It’s about the time you’re spending with your loved ones, the time you get to have some fun. You can enjoy what you’re doing [05:40] What is it that I’m here to do? How can I add more value to this world and do what I love and get well paid for it? [05:50] Kevin: Building wealth is creating assets. If you can build an asset that, when the world turns upside down, you are avoiding that loss since you still have income and that puts you in a better position [07:05] Yasmin: I think being self employed was considered to be the really risky option that you were being super brave if you created your own business. But over the years I’ve really come to realize that actually being employed is incredibly risky. You’re a number in that system. And when they don’t need you anymore, you’re gone. When you have a business and you create streams of income in that business, if one starts to slow down, you can make the other ones be a little more fruitful for you. Whereas if you lose your job, you have one stream of income and that’s gone [08:43] I think for a lot of people they’re probably thinking the time is going to be an issue and that they don’t have the time [11:15] The way that I look at leverage is if I have an asset, how can I create a greater return from that? My book is a leveraged product because I’ve poured all my knowledge and expertise into a book that now sells for me. I’ve created it once, now it sells over and over again for me [12:45] When you’re selling your time, you always have a cap on how much you can sell [13:33] A common complaint that I get from a lot of business owners is “I’m so busy I don’t have time to do marketing.” But when that pipeline dries up, there’s no new leads coming through [14:08] We all have knowledge and expertise that other people will value, and it’s about tapping into that [14:52] I think the biggest mistake that people make is assuming that everyone knows what we know (common knowledge is not that important)

Due to this crisis, there’s a shift in how business is happening. Lately, more and more people are hiring virtual assistants to increase their business’ productivity rate, and this means that you could find a virtual assistant who has strong skill sets and work ethic. Today, WTR welcomes Danielle Cuomo, entrepreneur, and owner of Virtual Assist USA. In this week’s episode, join us as we discuss the benefits to hire virtually and working from home, in these unprecedented times. Ingenious tactics to accumulate wealth, for people who see things differently. Danielle Cuomo Website http://www.VirtualAssistUSA.com (http://www.virtualassistusa.com/) LinkedIn URL https://www.linkedin.com/in/djc287 (https://www.linkedin.com/in/djc287) Facebook URL https://www.facebook.com/findvirtualassistant/ (https://www.facebook.com/findvirtualassistant/) Twitter URL http://www.twitter.com/assist_usa (http://www.twitter.com/assist_usa) Notes [00:55] Kevin: Today, we’re joined by guest Danielle Cuomo. Today we're going to be talking about increasing productivity, hire virtually. Danielle is an expert in that field, an entrepreneur, and owner of Virtual Assist USA [01:33] These days it is more prominent to hire virtually for businesses. If you're an entrepreneur, you will be able to hire out virtually to help you with tasks (smaller or part-time or full-time) [02:14] Would you mind sharing a little bit with our listeners about where you came from and what inspired you to do what you do today? [02:23] Danielle: One thing that I think that is really timely with what we're facing now with the Covid-19 virus is that I started this business in 2008 and it was a [03:25] I really wanted to center my business around the idea that services can be really nimble, they can be flexible, they can be on-demand, and it would be an alternative to hiring employees [03:52] I was working in IT consulting at the time and because it was the start of the recession I had just been laid off, so that was disheartening. So it was important for me to turn that into a positive and I felt like I had nothing to lose [04:22] Now with the technology, there’s such a low barrier to entry and it’s possible for anyone (a really easy way to start a business and a really great time to do so) [05:45] I think people are seeing how do-able and easy it is to work remotely, that technology makes it possible to still build business relationships [07:10] We’ve always been 100% remote so for the past 12 years we’ve operated virtually. When something like this happens, we don’t have to pivot or scramble, we can do business as usual [07:25] Our clients really benefited from that because they didn’t have any interruptions in their service (in any uncertain time I think that’s really important) [08:05] Another benefit has really been that there’s also a really broad range of skillsets to choose from. When you’re working with someone locally in your office, you’re only able to choose from the skillsets that are available to you in your specific geographical area. But when you’re working virtually with a virtual assistant company, we can pool from a nation-wide pool of talent which can get you people who have stronger skillsets [09:22] Kevin: Have you sen this whole idea of being able to hire virtually open doors for entrepreneurs? [09:28] Danielle: I definitely have because they have all the tools accessible and available to them. I typically will say that everyone should be working in things that are in their genius zone and if as an entrepreneur you’re really good at making widgets for example, it doesn’t mean that you can’t do things like digital marketing and bookkeeping and social media, but that maybe you shouldn’t be doing those things [10:15] I always advise entrepreneurs to focus on what they’re really good at (their core offering) and leaving the rest of it up to someone else (worth it...

It is a mistake to think that post-crisis, everything will be the way it was before. This can be a hard fact to grasp, and companies have been suffering because of this panic and fear driving the population. Today, WTR welcomes Greg Shepard, serial entrepreneur, investor, Forbes author, and Ted X speaker. In this week’s episode, we discuss the steps that occur in the crisis journey, and how to get your business to return to deliberate operations. Ingenious tactics to accumulate wealth, for people who see things differently. Greg Shepard Website http://www.gregoryshepard.com (http://www.gregoryshepard.com/) LinkedIn URL https://www.linkedin.com/in/gregshepard/ (https://www.linkedin.com/in/gregshepard/) Facebook URL https://www.facebook.com/GregoryJShepard/ (https://www.facebook.com/GregoryJShepard/) Twitter URL https://twitter.com/gregshepard_ (https://twitter.com/gregshepard_) YouTube URL https://www.youtube.com/channel/UC7GeCLaOiWzNfiu9gTpfehg?view_as=subscriber (https://www.youtube.com/channel/UC7GeCLaOiWzNfiu9gTpfehg?view_as=subscriber) NOTES: [00:56] Kevin: Today, we're joined by guest Greg Shepard. Today we're going to talk about crisis management during the pandemic. Our guest is a serial entrepreneur, investor, Forbes author, and Ted X speaker [01:28] He made it a mission for himself with his company BOSS (Business Operating Support System) and they are trying to help companies right now weather this storm of crisis [01:45] Would you mind sharing with our WTR listeners about where you came from and what inspired you to do what you do today? [01:55] Greg: When I was young I was pretty poor and we had next to nothing. When I started to build businesses I got to the other side of that and started to really want to give back [05:05] BOSS has 5 major steps [05:08] The north star: identifying where you want to go and what success looks like [05:10] Strategy: the plan itself [05:13] Execution: actually the process of executing the plan [05:17] Standardization: puts in place processes and procedures and standards [05:29] The continuous improvement loop [05:32] When this crisis happened, we said we need to have a module that you could slide in to get your business from crisis back to business as usual and then move forward with BOSS again [06:00] The crisis journey steps [06:02] The call to action (the virus) [06:07] Meeting your mentor (meeting somebody or something that's going to help you through this process... seeking advice from somebody who's already been there) [07:02] Crossing the threshold (acting on the advice given by the mentor) [07:07] The reward (where you emerge from the crisis as a better company back to normalization [07:14] Back to ordinary business [07:20] Crisis management phases [07:25] Initial assessment and damage control (looking at the immediate and potential long-impacts on this crisis to your business and to the market in general) [07:40] Do what you can to limit the damage to you [07:50] What do you need on your team and what do you have available on your team that you can use to help you get that information? [08:07] Stabilization and a crisis pivot (where you're trying to get more stable and get to a point where you can pivot) [09:14] How can you use existing assets and talents differently to generate revenue or enter new markets? [09:52] How can you adapt to that decision that I just went through? [09:58] Seizing an opportunity (what aspect of your business sector is likely to see permanent change?) [10:30] Returned deliberate operations (what conditions must be met in order for you to exit the crisis and go back to deliberate operations?) [11:09] Circles of concern [11:16] Circle of concern (factors you have no control over) [11:26] Circle of influence (factors you can control) [14:00] You act on the things you can...

Right now people have a high amount of money is sitting in cash in the US. In fact, according to a report from the Bureau of Economic Analysis released April 30th, 2020, in March personal savings as a percentage of disposable income was 13.1%, the highest rate since November of 1981 A sign people are uneasy about the volatility in the economy right now and no one knows how this will all play out. The good part of having moved your money to cash is you won't lose any. The bad part is now your money is no longer working for you. Rebels, you're probably asking yourselves, "what can I do to start making your money work for you again." Well we have 3 tactics to help you answer this question. First we'll discuss opportunities right now, then how you can start making your money value increase, third will be tax considerations. NOTES: [00:54] Kevin: Today we're joined by our other co-host Brian Dumont. We're going to have an important discussion about what's going on in the world right now because there's a lot of turmoil out there. Today we're talking about what to do with your cash during a financial crisis [02:10] First we're going to talk about the opportunities right now, then how you can start making your money value increase, and then we're going to talk about tax considerations [02:38] What kind of opportunities are there? [02:44] Brian: I have always believed that in fact there are always opportunities and that when change occurs, we have to look for those opportunities. Even though you may have given up much of your earnings over the last full market, if you are one of those people that have a portfolio that has suffered, what that means is that this is a time where you can actually harvest some of those losses and use this as an opportunity to transition to a different position [03:52] For example, you could move from a taxable position to a tax free position. You could move from a high risk position to a lower risk position [04:06] When you move after you have taken losses, there's no tax penalties for moving (a great opportunity to move in the direction of safety) [05:00] Kevin: That's the problem right now. There's so many "could's" (this could happen) which creates this uneasiness which is why so many people are sitting in cash. So it's great to take advantage of opportunities, but what about the people who are thinking about that safety? They want to do something a little more safe but their money is below inflation. What can our rebels do to start earning money on their cash being safe and the value increasing again? [05:42] Brian: During the last recession in 2008, a lot of people did eventually move to cash usually too late, and then they sat in cash for too long (they missed the upswing back). As a WTR, we don't want to be normal. We want to go where the opportunities are and move in our own direction [06:20] That means in this time, you don't have to let your money sit around waiting until you're comfortable to move back into equities to make money or looking for some other investment. You can start making money right away [07:15] Suppose you have $100,000 sitting in cash right now because you don't know what to do. If you could get 5% tax free on that, over the course of 12 months that's $5,000. Over the next 3 years, that's over $15,000, which is something [08:28] Strategic opportunistic approach to making your money work for you starting immediately (a good position to be in) [09:22] Kevin: Along with the opportunity and getting your money to start increasing in value again, another thing I wanted to mention is taxes. So, why is taxes such an important part of this? People don't always consider the big picture of this, but if you're going to be a rebel and you're not going to listen to what everyone else is doing, why is it important? [09:42] Brian: Well let me give you a quick example with some numbers to start and then I'm going to give you...

Thought about selling on Amazon? Based on your capital (hint, you don't need any money to start) and the time that’s available to you, there are 5 paths to successfully selling on Amazon that is discussed in today’s episode. Join WTR and podcast guest Carlos Alvarez, an Amazon expert and the owner/founder of Bluebird Marketing Solutions, as we break down these 5 steps for our listeners. Ingenious tactics to accumulate wealth, for people who see things differently. Carlos Alvarez Website: https://wizardsofamazon.com/ (https://wizardsofamazon.com/) Website 2: https://www.bluebirdmarketingsolutions.com/ (https://www.bluebirdmarketingsolutions.com/) LinkedIn: https://www.linkedin.com/in/wizardsofamazon/ (https://www.linkedin.com/in/wizardsofamazon/) Facebook: https://www.facebook.com/WizardsofAmazonPodcast/ (https://www.facebook.com/WizardsofAmazonPodcast/) NOTES: [00:55] Kevin: Today we're joined by guest Carlos Alvarez. Our topic today is 5 Ways to Make Money on Amazon. Carlos is an Amazon expert and is the owner and founder of Bluebird Marketing Solutions [01:30] This is something that's going to be applicable for anyone out there that can do this on the side. Let us know in the comments what did you find in our discussion that helped you [01:52] Can you share with our listeners a little bit about where you came from and what inspired you to do what you do today? [03:10] Carlos: I started piling on more jobs to keep up financially with everyone else [05:35] The only thing that's really been validated in my life is selling online. I'm not having to work these insane hours that everyone else is doing. Why don't I just create a lot of different brands and figure out all the different ways that I can sell on Amazon? And here we are today [06:05] Kevin: Now that you have all of this experience behind you, you've developed ways that people can make money on Amazon [07:26] Carlos: There are really 5 paths to successfully selling on Amazon. Based on a combination of the capital you have that you wish to start one of these paths on, and the time you have available after work and other obligations will allow you to pick which one or combination of 2-3 works best for you [08:40] Private label (creating your own brand) [08:43] The riskiest of the brands, but my favorite [09:32] You're creating a brand from scratch [09:58] The one that's going to have the biggest investment to start ($12,000-$20,000 to start) [10:23] Need very little time to do it (2.5 hours per day until you get it rolling then it could be a maintenance of 1 hour-2 hours a day) [11:05] Has the most growth potential (you can exit from it, you can sell it, it's your asset) [15:48] Wholesale (buying from a wholesaler and reselling on Amazon platform) [15:47] You don't need to go to the store, you don't need to scrape websites [16:50] Reselling someone else's products but you have relationships (more consistent, a cleaner model) [18:43] A bare minimum to start with is $1,000 on a credit card [12:20] Arbitrage (retail and online arbitrage) [12:30] Retail arbitrage means going into a store to find products, whereas online arbitrage is using tools online to find products and scrape websites [13:40] Extremely time consuming [15:40] The replenishment is difficult, you're always looking for that next thing/item [18:35] You can start with a few hundred dollars [21:18] Merch [21:22] I don't believe in get rich quick and super easy money like that, but this is pretty darn close [12:45] You can drag and drop your designs on any item [25:03] There's no limit; the limit is the limit of your creativity [25:28] Self-publishing [25:55] A lot of people hire ghost writers [28:23] The main three that people talk about are Arbitrage, Wholesale, and Private label whereas Arbitrage has the easiest barrier of entry to get it and then as you gain...

Success takes time. We all have 24-hours in a day, and it is up to us to decide to be productive with those hours. WTR welcomes John Soforic, self-made millionaire and author of The Wealthy Gardener. The Wealthy Gardener: Lessons on Prosperity between Father and Son is about timeless principles to empower everyday people to get more impact from their days. In today’s episode, we discuss how having a goal for financial freedom will create peace of mind and a worry-free space for achieving an unparalleled quality of life, which will in turn create more success and prosperity in your life. Ingenious tactics to accumulate wealth, for people who see things differently. John talks about the episode: http://wealthygardener.com/wealth-tactic-rebels-podcast/ John Soforic Website http://www.wealthygardener.com (http://www.wealthygardener.com/) LinkedIn URL https://www.linkedin.com/in/john-soforic-727b94140/ (https://www.linkedin.com/in/john-soforic-727b94140/) Facebook URL https://www.facebook.com/wealthygardener/ (https://www.facebook.com/wealthygardener/) Twitter URL https://twitter.com/wealthygardener (https://twitter.com/wealthygardener) YouTube URL https://www.youtube.com/channel/UC6RFjgSllX0wW6nNUlzz44g (https://www.youtube.com/channel/UC6RFjgSllX0wW6nNUlzz44g) NOTES: [00:28] Kevin: Today, we're joined by guest John Soforic. We are going to be discussing The Wealthy Gardener, John's philosophy and way of living for prosperity [01:55] Why don't you share more with our listeners about where you came from and what inspired you to do what you do today? [02:02] John: I really am a self-made millionaire that have lived an honorable life and won the life of finances [03:56] There were times when my family slept all night but I wasn't sure how I was going to buy groceries, and when you go through those times it really does change you. When you stop asking yourself if money makes you happy and you start saying if you had money you could do a lot of things with it (rather than chasing a dollar) [04:53] I traded a lot of hours for dollars and I didn't have a whole lot to show for it [06:30] I set a really large goal that I didn't have to think or worry about money. You can give your thoughts to more important things than money (passive income) [07:10] We all have this financial condition of life and life is so much better [07:50] I really believe you can learn your way up in life and you learn through learning curves [08:15] Kevin: I think sometimes that thought of "who am I?" Is a limiting thought to people (who am I to do this? This person is better to do this)[08:30] That can hold you out from learning, seeking, and achieving [09:00] John: When you're asking yourself that question "who am I", that's when you're in a good place in your life (living on the edge of your capacity, trying to strive for your fullest potential, doing things you don't really know you can do[09:08] You have to turn that around because those are the invisible things that hold you back (if you expand that idea, it opens up possibilities in many ways) [09:45] Kevin: So many times people believe that money is the root of all evil and wealthy people are jerks and that's a particular mindset about money that may or may not be true (money is a thing)[10:05] Money is not evil, it just kind of is, it's what people do with it [10:10] The problem that people have when they do bad things for money is not to get money, it's because they don't have it (the lack of money) [10:36] John: "Money isn't the root of all evil, the lack of money is the root of all evil" [11:25] There are more important things in this world than money, but you can't focus on those important things if you don't have the money to worry about [12:03] I do believe that if your eyes are wide open and you can see the future, you will see that you can protect your family with more...

Imagine how different you’d be financially during the economic hardship if you had a Safe Tank. What’s a Safe Tank? Basically, it’s a place you can put your money that is protected, has guaranteed growth, even when you need to use funds for it, and you can use those funds anytime, guaranteed, for any purpose, without incurring taxes or penalties. In this episode of a WTR Discussion, we talk about the current economic turmoil (characteristics of which are similar to other times of economic hardships). We also talk about what a Safe Tank is and why and how to use it. Also, we take you through 5 different, economic scenario stories, any of which could be you during these, or any, uncertain times. Have Questions about what a Safe Tank is? How to use it? How to set one up for yourself?Contact us anytime for your questions. Currently you can reach me, the host, Kevin Dumont at the following email: kevin@wealthtacticrebels.comNOTES: [00:25] Kevin: Today, we have our co-host Brian Dumont. Today, we're going to be talking about how to survive financial turmoil with a safe tank. [01:22] We're going to touch on the market volatility and how it affects your accounts, define what a safe tank is and why you'd want one, and you'll learn about how 5 different common financial tools and situations affect you during financial hardships and how you can begin to start building your safe tank today, which will put you in better financial control the next time there's turmoil [01:46] Let's start with talking a little about the market volatility and what's going on with our listeners today [02:20] Brian: There have been tremendous swings on a daily basis and we just don't know what's coming next and uncertainty is the worst thing for the market[03:13] If you're getting close to retirement or are already in it, you know that you can't rely on what your projections were just a few weeks ago. Things have changed dramatically [04:10] Kevin: Wealth Tactic Rebels, we're trying to help you out today with our talk about the volatility in the world and how you can financially survive it. Reach out to us on whatever the platform is that you listen to this on, give us a rate and review and let us know what you found inspirational. What resonated with you about today's discussion? [04:32] So we have what we call a personal economic model that we use as the model for how money flows. In there, we have what we call a two tank system, and the part of that that's today's discussion is the safe tank. Brian, can we expand talking about those tanks? [04:50] Brian: So the easy one to talk about first of all is the investment tank. Most people have investments[04:57] We put money somewhere with the expectation that it will grow overtime (that's why we're willing to take risk and put the money in there because we want some kind of reward) [05:13] There are two types of primary risk: market risk (the ability for your balance to decrease due to the market) and tax risk (government is in control of this) [06:02] By contrast, and this is where the safe tank comes in, is that we have done our best to position your money in a place where we have eliminated market risk to as little as possible if not any, so that we know that your account can only grow linearly (has to grow better than the inflation rate) [07:40] The main point of having a safe tank is it can only grow, and it must be liquid [07:50] Kevin: Great, so now we have defined what an investment tank is and what a safe tank is. Now comes the fun part. We're going to have a "Zoom dinner meeting with 5 friends". The subject of how they're dealing with this financial storm comes up in our talk with our 5 friends[08:18] Jim: I am one of those guys who likes to put his money in the market, I'm a stocks and bond kind of guy. I follow it every day and it's been painful to see how much I've lost in the last few weeks. I'm mostly sitting in cash waiting for things to...

Have you found it difficult to quiet your mind in busy and stressful times? Maybe, you are so fixated on the outcome of something that you let your emotions take over. What if we told you that you could quiet your mind in order to make peace with your life decisions? WTR joins Matthew Ferry, a best-selling author, life coach, and spiritual teacher. Today, we discuss how it is important to recognize a worst-case scenario for everything in order to make peace with your life. Ingenious tactics to accumulate wealth, for people who see things differently. Matthew Ferrybest-selling author, life coach and spiritual teacherWebsite http://matthewferry.com (http://matthewferry.com/) Website #2 http://blog.matthewferry.com (http://blog.matthewferry.com/) Website #3 https://matthewferry.com/app (https://matthewferry.com/app) LinkedIn URL https://www.linkedin.com/in/matthewferrypublicspeaker/ (https://www.linkedin.com/in/matthewferrypublicspeaker/) Facebook URL https://www.facebook.com/matthewferry (https://www.facebook.com/matthewferry) Twitter URL https://twitter.com/matthew_ferry (https://twitter.com/matthew_ferry) YouTube URL https://www.youtube.com/matthewferry (https://www.youtube.com/matthewferry) NOTES: [00:28] Kevin: Today, I'm joined by a definite outside the box thinker Matthew Ferry. Today's topic is mindset for preservation and generation. We will be talking about the impact of not taking care of your mindset and the impact of taking care of it [01:12] Would you mind sharing with our listeners a little bit about where you came from and what inspired you to do what you do today? [01:20] Matthew: The main thing that I do today is assist people to be at peace while creating the kind of life they want to create (quiet mind, epic life) [03:53] When you have a quiet mind, you adopt that skillset. You find yourself in the present moment and that means you're free from stress and worry which is a big deal [04:27] When you're stressed, you make bad decisions and you don't see things clearly and your energy is diminished [04:52] Kevin: So you have basically a series of techniques that you can help train people with that help with all of this. So let's talk about that and what our listeners can do [05:05] Matthew: We want to start with this idea of the rapid enlightenment process. Proven 4 step process to try to get the mind to quiet down and to stop being so stressed out in order to take action (be at peace in the process) [05:40] See that your mind is not your friend [05:58] You don't listen to your mind like it's a trusted advisor; you listen to your mind like a survival system (what it is... thriving vs. surviving) [07:08] Recognize that there are 10 hidden motives to survive. If you don't understand what these motives are, they actually run the show (greed, grudge, hatred, victim, illogical rules, humble, traitor, pride, resistance, and lazy) [07:43] To use enlightened perspectives that assume that all is well [07:50] Use something called re-contextualization (a skill of re-languaging that all is well) [08:35] What do we do to make the mind go quiet? [08:45] You have to embrace the worst case scenario (then make a plan from there) [12:50] Embrace and celebrate breakdown/failure [12:56] A quiet mind isn't possible when you are resisting the way that life is [13:38] 70% of the real big negatives in your life overtime optimize for something good [14:28] Breakdown is the beginning of breakthrough [15:43] Kevin: How about practicing being at peace amidst the chaos? [16:07] Matthew: Being at peace is the ultimate expression of quiet mind and it takes practice. To achieve it, you have to be able to catch the "drunk monkey" in reaction (for all the negative self-talk) [16:43] Your mind is absolutely convinced that it's psychic and that it can predict the future. So questioning...

For Kris' special offer, please leave a review for this episode on your choice platform, then https://ardorseo.com/ (https://ardorseo.com/) LinkedIn: https://www.linkedin.com/in/coolestguyinseo/ (https://www.linkedin.com/in/coolestguyinseo/) NOTES: [00:28] Kevin: Today, our guest is Kris Reid. We are going to be discussing getting more customers easily. Kris is founder of ArdorSEO, and he's an expert on how to put yourself out there. Would you mind sharing with our listeners where you came from and what inspired you to do what you do today? [02:20] Kris: I wondered what the hell am I going to do with my life? And being a computer geek, I wanted to learn a new type of programming. So I started programming this new type of online game, and I wondered how you get people to the website to start playing it, and that's where I learned about SEO [03:30] I didn't have a grand master plan to go into SEO, I just kind of stumbled into it and thought it was really cool [04:35] Two problems that you get with working through an agency when we don't own the customer directly, is you don't have enough influence and often if you're in an agency you're too scared to say anything [05:00] Sometimes rather than giving the customer what they want, you have to give them what they need and sometimes that's a hard decision [05:15] An advantage to working with the actual business owner is they have a passion about what they do. So you get to help uncover said passion and why they got into business and help them grow their business and help make the world a better place [05:50] Kevin: It's important to like what you do and to feel good about it and somehow be adding to the world [06:38] You do what you do because you found this unique path that helps people out and adds a positive aspect to the world. So SEO (search engine optimization). Why should our listeners care about this? [06:55] Kris: It sounds like such a boring topic and it doesn't have to be. It's such a new topic since most business owners don't know about it. If they knew about it, they'd already be doing it[07:10] If you think about every other form of marketing (ex: having a billboard or a TV ad or Facebook ad), it's interrupt marketing. What's more effective is someone actively searching for what they need and exactly what you do. So having your message right where they're looking, what's more powerful than that? [08:00] Unless you're a photographer or sell beauty, a website doesn't have to look beautiful. It just needs to be found (needs to convey your message and show that you're an expert) [09:17] Kevin: And that's where your company comes in. Trying to get that website in front of the people who are trying to look for that website or service that you're offering [09:25] Kris: Yeah and the very first step with this is key word research. You need to understand what your customers are searching for and in what quantity and how competitive those key words are [11:27] Kevin: So your own website could be competing against itself for rankings on the Google searches? [11:32] Kris: Yeah you need to make it really clear to Google which pages are most important and which pages rank for which key word (need to have their own topic) [13:50] A little trick that everyone can do themselves to analyze their own website is if you go to Google and type "site: your domain name" that'll show all the pages you have listed in Google and in what Google sees as the most important pages (the first should be your main website)[14:25] The thing you want to look at is what do all your pages look like because that's how they're going to come up on Google search [18:23] You need to build a strategy to first get your website earning money now and mix that with the long game (good balance between making money now and making money later) [19:08] The vast majority of businesses go out of business because they can't get enough customers

When deciding to turn your side-hustle into a legitimate business, there are so many unknown variables that can sometimes drive you away from accomplishing it. Today, WTR welcomes Luke Peters, an expert in building wealth and a successful entrepreneur. In this podcast, we will discuss how side-hustling brings about a large amount of freedom and how to transform your side-hustle into a legitimate business with value. Luke Peters Website https://www.instagram.com/newairusa/ (https://www.instagram.com/newairusa/) Website #2 https://podcasts.apple.com/us/podcast/the-page-1-podcast/id1478811133 (https://podcasts.apple.com/us/podcast/the-page-1-podcast/id1478811133) Website #3 https://www.newair.com/ (https://www.newair.com/) LinkedIn URL https://www.linkedin.com/in/luke--peters/ (https://www.linkedin.com/in/luke--peters/) Facebook URL https://www.facebook.com/newairusa (https://www.facebook.com/newairusa) Instagram https://www.instagram.com/newairusa/ (https://www.instagram.com/newairusa/) NOTES: [00:28] Kevin: Today, we're joined by Luke Peters. What we're going to be talking about today is thinking of your side hustle/business as an asset [02:22] For some people that side hustle becomes, like Luke here, legitimate business in their way of life [02:32] Can you talk a little bit more about where you came from and what inspired you to get to where you are today? [02:40] Luke: My parents had always worked hard and always taught us to work hard (I got a good work ethic from my parents) [03:10] An inspiration is that once you have a business, you kind of realize that you have more stability in a sense (you're in charge of the risk versus being an employee) [03:22] And I enjoy the freedom, I'm not someone who likes to follow a lot of rules [03:48] Everyone can be in business, you don't have to be just one type of individual [04:14] Hiring good people is the best thing now. The sooner your business is making enough money to hire good people, good people are going to drive your business [04:27] Kevin: Do you find that in today's world it's a little easier to outsource tasks (ex: Fiverr) [04:55] Luke: For sure, in today's day and age you can do that, but you have to weigh both sides of it. You don't want to outsource things that are not making us money in the beginning [05:15] You hire locally for the high-level talent (where experience makes a difference) and you outsource the tedious things you don't need to do locally [05:30] Kevin: There's also the flipside to this and that is when you're starting out your side hustle, you're doing all those tasks and a lot of people say it's good that you do them in the beginning in order to learn it first. When you understand it better, you can outsource it better [06:27] Let's talk a little bit more about why would our listeners want to change their mindset of thinking about what they're doing as a side hustle into a legitimate business? [06:40] Luke: Let's first back up and look at employment. The days of people staying with the company their whole working lives is past us now and it is a very competitive world [08:01] When you work for someone else, first of all you need to be motivated (flexibility to make their own decisions) [09:23] Is there free time and are we spending it wisely? And if not, that's the time people can spend on their side hustle [09:36] Kevin: You mentioned spending time with your family. Once you change your mindset of taking your side hustle into a legitimate business, can this (entrepreneurship) benefit your family? [09:46] Luke: I think so because when you think about it, yes, it does take you away from family time, but you can still be very active in your family's lives all while doing this side hustle [10:18] Really disciplined time spent (a couple hours a day) is enough time to start a side hustle [11:46] I think it's really...

What happens when you do not take the steps to adequately research what you want to invest your money in? Making a plan and really becoming aware of the deal you might invest in could lead you to avoid future problems with investment. Today, WTR welcomes Rodney Miller, co-founder of Trident Multi Family, a real estate investor, and an entrepreneur. In this podcast, we will be discussing what to look for in a good deal and how to increase your wealth by hedging your future with real-estate investments. Investing is a great way to build wealth, especially when it's something you are passionate about. Ingenious tactics to accumulate wealth, for people who see things differently. Rodney MillerCo-founder of Trident Multi-Family, real estate investor and entrepreneur. Website https://www.hallmarkhomebuyers.com/ (https://www.hallmarkhomebuyers.com/) Website #2 http://mwcapitalgroup.com/ (http://mwcapitalgroup.com/) Website #3 http://www.thebrooksclinic.com/ (http://www.thebrooksclinic.com/) LinkedIn URL https://www.linkedin.com/in/rodneymiller/ (https://www.linkedin.com/in/rodneymiller/) Facebook URL https://www.facebook.com/rodney.miller.5201?ref=bookmarks (https://www.facebook.com/rodney.miller.5201?ref=bookmarks) Twitter URL https://twitter.com/rodney1924 (https://twitter.com/rodney1924) YouTube URL https://www.youtube.com/user/HallmarkHomebuyers (https://www.youtube.com/user/HallmarkHomebuyers) NOTES: [00:26] Kevin: Today, I'm joined by an expert guest Rodney Miller. Today we're going to talk about hedging your future with real estate [01:02] Rodney is the co-founder of Trident Multi Family and he's a real estate investor and entrepreneur. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today? [01:23] Rodney: I got a degree in business and worked as a claims adjuster for a few years. I purchased into a business in Oklahoma. I wanted to think about my legacy and my kinds so I started buying real estate [02:20] Real estate is a fun business and you can do it on your own time out of your house and can do very well at it with a very minimal amount of time (something you don't necessarily need to retire from) [03:29] Kevin: If you keep a purpose going, it keeps your mind and body active and it keeps you healthy and happy and you have a longer quality of life (whether it's real estate or you have a great hobby that you enjoy) [03:42] Rodney: You should always be learning and always be challenged. I think when you stopped being challenged, you start cognitively slowing down (you have to do something that ignites your passions) [04:06] Kevin: We're going to talk about your passion, which is the real estate, so our listeners can get a little more information on how to hedge their future, help them (should there be a downfall in the market). As a disclaimer, we're just giving information so our listeners are better informed and so they can do research and decide what is best for them on their own. So the Multi Family Syndication, why that? [04:42] Rodney: Well I started off with single-family homes and then around 2008 when the markets crashed, I had about 70 single family homes that were bread and butter C class houses [07:08] What that boils down to is a solid investment. If you have to put your money somewhere you want to avoid a huge hit (C class real estate has a level of stability) [08:02] Kevin: How is it regarding the tax situation? [08:07] Rodney: Well I'm not a tax expert, we'll start there. It's not what you make, it's what you keep. If you invest in stocks and bonds and make a lot of money and you're in the 30% tax bracket, you have to really factor in your tax stuff. With Multi Family, the government really likes it [08:27] We get really good terms, not only in lending, we get 30 year mortgages and then non-recourse debt because the...

Often times, many people are hesitant to scale their business either because they think they can’t do it, or because they believe that the way to scale is to become a software company or a digital course company, for example. But the change starts with a change in mindset, and if the founder isn’t willing to grow, then how can the company grow? Frank Bria, book author and founder of High-Ticket Programs, joins WTR today. In this episode, we will be discussing three major roles that you need to “fire yourself” from, and how you could benefit from hiring team members to take over in order to drive a bigger version of your company. Ingenious tactics to accumulate wealth, for people who see things differently. Frank Bria Book author and founder of High-Ticket Programs, a consulting firm that helps business scale. Website https://frankbria.com (https://frankbria.com/) LinkedIn URL https://linkedin.com/in/frankbria (https://linkedin.com/in/frankbria) Facebook URL https://facebook.com/7figuresexpert (https://facebook.com/7figuresexpert) NOTES: [00:27] Kevin: Today I'm joined by our expert guest Frank Bria. You will learn how you can scale your business even if you think you can't and especially if you have a service business. You will also learn how you can turn your business into an asset, the steps it'll take to be able to operate your business without you there, and the personal transformation journey you'll have [01:28] If you wouldn't mind sharing with our listeners about where you came from and what inspired you to do what you do today [01:47] Frank: I started out my businesses in tech and in finance and developed a bit of expertise, so it was just natural to have a consulting practice and it took me all over the globe [03:07] I knew I had to begin transforming what I built [04:06] Kevin: Why don't we start talking about the scaling of your business and transforming it through that to an asset [04:13] Frank: So the theoretical definition of scale is that when you get a new customer that you don't have to spend any more time (that's perfect scale)[04:31] Not everyone reaches perfect scale, but that's what we're going for [04:37] The thing you have to do is to remove yourself from the process ("fire yourself")[05:00] If you think about where you are involved in your business, there's probably 3 major areas that right now you're taking the roll and you have a hard time seeing someone else doing it[05:11] Sales and marketing[05:30] How do I generate leads and how do I close them without me? [05:34] Customer delivery[07:02] You have to find a problem and solve it (narrowing it down) [08:53] You want to hire an intrapreneur (same desire to build but they're willing to do it in your vision and structure and not for themselves) [10:50] Intellectual property (the hardest thing to move off) [11:42] These three things are so important because if I'm going to come in and buy your business, those are the three systems I'm going to be looking for [15:10] In terms of the e-myth, the core message is that there's a difference between someone who runs a business and someone who is a practitioner and a lot of times service businesses start with practitioners who want to start businesses[15:22] The overall flow of the e-myth start with you have to decide which of those two things you want to be (if you want to run a business, you have to transform yourself from practitioner to CEO) [16:10] We tend to work with service business owners that tend to deliver high value services (those are the ones that have the hardest time scaling because there's this siren song in internet land that the way to scale is to either become a software company or to become an information product company or a digital course company)[16:34] What ends up happening is that you have these high value service providers that charge $50,000 for a consulting arrangement and in order to

Before today, you might have not realized the importance of storytelling. How can storytelling relate to building wealth and leadership skills? Today, WTR discusses the importance of storytelling with Paul Smith, an author and speaker who has an expertise in storytelling. This podcast will uncover the steps that are necessary to help engage your audience while you are communicating your story, along with the most important stories that any leader needs to be able to tell. Ingenious tactics to accumulate wealth, for people who see things differently. Paul SmithWebsite: http://www.leadwithastory.com (http://www.leadwithastory.com) Website 2: http://www.kennytedford.com (http://www.kennytedford.com/) LinkedIn: https://www.linkedin.com/in/smithpa9/ (https://www.linkedin.com/in/smithpa9/) Facebook: https://www.facebook.com/LeadWithAStory/ (https://www.facebook.com/LeadWithAStory/) Twitter: https://twitter.com/LeadWithAStory (https://twitter.com/LeadWithAStory) YouTube: https://www.youtube.com/user/LeadwithaStory (https://www.youtube.com/user/LeadwithaStory) NOTES: [00:25] Kevin: Today, we're joined by guest Paul Smith, whose expertise is storytelling. Specifically, storytelling that has to do with you in your life and your profession and relationships. Stories are great ways to convey ideas and get messages across clearly to people in ways that people can relate to you and understand you [01:38] If you wouldn't mind, could you tell our listeners a little bit about where you came from and what inspired you to do what you do today? [01:57] Paul: I studied economics in undergrad, got an MBA, and spend a couple of years as a consultant. But along the way, I just got fascinated with this concept of storytelling and I just recognized that the leaders that I admired the most were really good at it[2:36] I set out to learn about it myself by interviewing a bunch of leaders (about 300) and this has allowed me to reverse engineer my way into what works and what doesn't with storytelling (this lead to books I've written) [02:57] I research and write about storytelling at home and at work and I spend my time teaching people how to do that [03:20] Kevin: Let's go into the storytelling part of this and why storytelling? What's really in it? What is it do for our listeners and why should they care about this? [03:30] Paul: There are a lot of reasons, but the most important to me are:[03:34] Human being don't make the rational, logical decisions that we'd like to think that we do[03:43] Human beings often times make subconscious, emotional decisions in one place in their brain, and they rationalize those decisions a few nanoseconds later in a more conscious, rational thinking part of the brain [04:18] Storytelling allows you to talk to both parts of the brain and you need both. So if you want to influence what people think, feel, and do (leadership), you need to speak to both parts of the brain [04:38] Stories are a lot more memorable and people tend to remember what you say more [05:13] Kevin: I remember some expert said that the brain thinks in pictures, and when you tell a story, a person gets a picture of what's happening in their mind and maybe that's one of the reasons why it sticks with people [05:39] Paul: When you're just telling people what to do or what to think or just bossing them around, there's no movie to watch in their mind's eye [05:52] Kevin: How do you use storytelling? (at home vs. at work?) [06:05] Paul: Storytelling is useful at home and at work. The main difference is simply what type of stories you're telling and what your objective is[06:30] At work, you're trying to get people to see and understand your vision or you're trying to lead change or you're trying to get people to collaborate more (accomplishing some leadership objective) [06:44] At home, you might be trying to parent your kids and teach them what kind of...

A lot of people don’t know what Medicare really is. You might know that it’s a form of health insurance provided by the federal government, but do you know the specifics? If you start doing your research early, it could benefit you in terms of you knowing what your options are and how much you really should be saving in retirement that would go toward health care. Today, WTR welcomes Danielle Roberts, Medicare expert and co-founder of Boomer Benefits. In this episode, we will be discussing the difference between Medicare, Medicaid, and long-term care, and why starting to think about this process sooner, rather than at the last moment, could be a significant weight off of your shoulders when it comes time to applying for Medicare. Ingenious tactics to accumulate wealth, for people who see things differently. Danielle Roberts Medicare expert and co-founder of Boomer Benefits Website: https://boomerbenefits.com (https://boomerbenefits.com/) Website 2: https://daniellekroberts.com (https://daniellekroberts.com/) LinkedIn: http://www.linkedin.com/in/daniellekunkle/ (http://www.linkedin.com/in/daniellekunkle/) Facebook: http://www.facebook.com/BoomerBenefits (http://www.facebook.com/BoomerBenefits) Twitter: https://twitter.com/BoomerBenefits (https://twitter.com/BoomerBenefits) YouTube: https://www.youtube.com/boomerbenefits (https://www.youtube.com/boomerbenefits) NOTES: [00:27] Kevin: Today I'm joined by Danielle Roberts, and we will be talking about demystifying Medicare. Would you mind sharing with us a little bit about where you came from and what inspired you to do what you do today? [01:20] Danielle: I was a person that went straight into a business job out of college and worked in the staffing field for about 10 years, and then I was looking for the next thing to do [01:35] I stumbled across an insurance interview and I went and learned all about health insurance and really enjoyed that concept for a business model because you get to help people and can earn a nice living from [02:07] I originally worked with people on doing group health insurance and helping small business owners set up for coverage [02:49] Eventually I came to the idea that people must really need information on Medicare because people keep asking about it[02:58] It's a huge national beast of a health insurance program so no wonder people are confused [03:20] I went into learning about Medicare and went out and got a couple of designations and studied it for a few months until I really understood what it was and then we started offering those services [03:45] We now solely help people who are trying to transition into Medicare and make that big life change from employer coverage over to government coverage [04:30] Over the years, my brother and I have sold those policies ourselves in the beginning and then we ended up needing help and now we have 57 employees who work full time explaining Medicare to people all around the nation (making it into something you can understand) [05:09] Kevin: Let's talk about what Medicare is and a little bit about what it isn't [05:14] Danielle: Medicare is the federal government national health insurance program for people age 65 or older. When you turn 65, you are eligible to sign up for health insurances provided by the federal government instead of, or along with, your employer health coverage[05:43] Because it's an entitlement program, it's something most Americans pay into [06:01] People tend to think Medicare is free (we're paying for it in our taxes during our working years)[06:23] When you enroll, there are some portions that you pay for and then there's also cost sharing as you go along [06:35] Medicare is different from Medicaid because Medicaid is for people who are low income and you can be any age to get Medicaid (you can have both together), but Medicare is for people ages 65 and older (some people with a...

Statistics show that a lot of small businesses fail within the first few years of operation. The reason for this can be due to several factors, but for the majority of people, a system with certain goals for the business is not set in place yet. For the amount of effort entrepreneurs put into their business, they should be creating wealth, and this podcast episode is tailored to help people be more successful in their business. This week, WTR welcomes Alison Vidotto, expert strategist and CEO of Vidotto group and Push business training and mentoring. We discuss the six key areas of business that once strong, will achieve the perfect small business formula for success. Ingenious tactics to accumulate wealth, for people who see things differently. Alison Vidotto Business strategist, CEO of Vidotto group and Push business training and mentoring Website https://pushbusinesstraining.com/ (https://pushbusinesstraining.com/) Website #2 https://alisonvidotto.com/ (https://alisonvidotto.com/) LinkedIn URL https://www.linkedin.com/in/alisonvidotto/ (https://www.linkedin.com/in/alisonvidotto/) Facebook URL https://business.facebook.com/Push.Small.Business.Training (https://business.facebook.com/Push.Small.Business.Training) Twitter URL https://twitter.com/alisonvidotto (https://twitter.com/alisonvidotto) YouTube URL https://www.youtube.com/channel/UCVckXjp6DVFc6XT0zs9513w (https://www.youtube.com/channel/UCVckXjp6DVFc6XT0zs9513w) NOTES: [00:26] Kevin: Today I'm joined by Alison Vidotto. We are going to be talking about business strategy for building wealth. Alison is a business strategist, CEO of Vidotto group and Push business training and mentoring, so she has a lot of background in business strategy [01:23] Alison: The purpose behind my business is to help small business owners to not fail because the failure statistics of small businesses are quite staggering. An enormous number fail within the first few years (50% within the first 3-5 years, 70% within 10 years) [03:31] Kevin: Would you mind sharing with us a little bit where you came from and what inspired you to do what you do today? [03:41] Alison: My husband and I set up our business 25 years ago, but we both worked as consultants [04:13] In 2010, I actually quit my teaching career and I took over the business full time (explosive growth) [04:28] I actually studied for an MBA to make sure I had the skills that I needed in order to run the business properly[04:35] When I was doing a project for my MBA, I came across these statistics [05:17] Kevin: If you put your heart and soul into a business and then you lose it, it's like your world is gone [05:29] Alison: I studied the MBA and from there I established Push because I wanted to work with small business owners to change those statistics [06:05] We were having a business near death experience, and we used strategies [06:28] I want to change statistics for small business owners and strategically, I really believe that they can do that and they can build wealth [07:00] In Australia, over 60% of small business own less than $200,000 in revenue (before rent, wages, stocks, insurances)… That's not wealth [07:21] Kevin: You're right. And it's also hard because those people are relying on their business and most likely it's their only income source [07:50] Alison: It's really interesting because most entrepreneurs leave their job and establish a business for freedom [08:05] For the amount of effort that most business owners put in, they should be creating wealth [08:25] Kevin: Can we talk a little bit about your small business formula for success? [09:11] I knew there was a way to turn it around and I knew that I had to find it. I put Push on hold and I took Vidotto group and I pulled it apart[09:41] I would work with the team so that we were all in the right mindset and that we weren't feeling defeated...

Have you ever wanted to become better at managing your day-to-day money in order to help prepare you for success? Maybe you have a large amount of debt and don’t know how to figure out a better way to manage your money. It all starts with a mindset shift. Today, WTR welcomes Linda Hannon, the founder of Real Family Finance, which provides online classes to teach women how to manage their money. In today’s podcast, we will be discussing 5 key points to thinking differently about managing your money. This episode will ultimately help you with making a plan to manage your money and build more wealth. Ingenious tactics to accumulate wealth, for people who see things differently. Linda Hannon Linda is the founder of Real Family Finance, online classes to teach women how to manage money. Website https://realfamilyfinance.com/ (https://realfamilyfinance.com/) LinkedIn URL https://www.linkedin.com/in/lindahannon/ (https://www.linkedin.com/in/lindahannon/) Facebook URL https://www.facebook.com/RealFamilyFinance (https://www.facebook.com/RealFamilyFinance) YouTube URL https://www.youtube.com/channel/UCK-aKdi0Jn-5EKDyfKmI7Mw (https://www.youtube.com/channel/UCK-aKdi0Jn-5EKDyfKmI7Mw) NOTES: [00:27] Kevin: Today we're joined by Linda Hannon, the founder of Real Family Finance which is online classes to teach women how to manage money. If you wouldn't mind sharing a little bit about where you came from and what inspired you to get to where you are today. [01:02] Linda: I was in the corporate world for over 30 years[01:10] I used to specialize in companies that were in distress (crisis management) [01:36] Like a lot of people, in my early 20s I felt like I had not been taught how money works, and even though I did it for a living, I did not get my personal finances under control [04:30] I went on a mission on how my personal finances worked, and I had an advantage due to the accounting background, but it was hard[04:44] Took classes but the classes only covered a piece of something, not the whole thing [05:02] In accounting, they didn't teach how to manage your personal finances or how to budget. They would teach you how to count money that came in, but they wouldn't teach you how to proactively plan [05:42] It took me years and a lot of mistakes along the way before I figured it out, but I eventually came up with something that worked for me[05:56] I was at a networking event and a woman asked me: Do you do for people what you do for businesses? [06:28] I started teaching live classes and took off from there [06:32] I was amazed to realize that no one knows how money works, there are no resources [06:38] Kevin: There really isn't. It's one of the reasons for this WTR podcast and that there needs to be more coaches out there[06:44] To help you understand what the tactics are on how you manage your money [07:14] Linda: I think we both talk about the same thing and that is that you can't think in pieces, you need to have a fundamental base to work from and then there's a place to drop the pieces into[07:25] If you don't have that fundamental base and a fundamental plan, then nothing is going to work or it's going to be very painful [07:36] Kevin: Hope is a great thing to have, but it's not a plan [07:42] Linda: As we both know, one of the big factors for money is time [08:08] Kevin: So, today we're talking about thinking about managing your money and the 5 key points to thinking differently so that you can help prepare for that success [08:35] Linda: The 5 pieces that I talk about as my baseline are:[08:54] Budgeting (people need this all the time)[09:09] Understanding how much money is coming into your life and figuring out where it's going, and then having both happen with purpose [09:21] You have some control over how much money comes into our lives [09:35] People have more control over their spending than they think...

A lot of people are not aware of the financial side of their business, which can lead to mismanagement of money and a lack of factoring in essential costs that are linked to your business. Do you know where everything is going in your business and your current numbers? WTR welcomes David Richter, the simple CFO. In today’s episode, we will discuss how you can recession-proof your business and make more profit along the way. Ingenious tactics to accumulate wealth, for people who see things differently. (https://podcastguests.com/expert/simplecfo/) Website https://simplecfosolutions.com/ (https://simplecfosolutions.com/) Website #2 https://simplecfosolutions.com/recession-proof-business/ (https://simplecfosolutions.com/recession-proof-business/) Website #3 https://simplecfosolutions.com/apply/ (https://simplecfosolutions.com/apply/) Facebook URL https://www.facebook.com/thesimplecfo/ (https://www.facebook.com/thesimplecfo/) NOTES [00:27] Kevin: Today, we're joined by guest David Richter, who is the simple CFO. What we're going to talk about today is something we call Less Stress and More Profit, and how we can recession-proof your business for all the entrepreneurs out there and anyone who's a manager [01:08] Would you mind giving our listeners a little bit of background about where you came from and what inspired you to get to where you are today? [01:16] David: Sure. When I was in college, I read "Rich Dad, Poor Dad" and that unlocked a big portion in my mind (my mindset completely shifted) [02:07] Even though I was working a 9-5 job, I was learning a lot of entrepreneurial skills and I got to see a different side of things which was really neat. It wasn't just coming in and putting your head to the grindstone and there's all these rules and regulations, it was more like coming in and how can we create profit today and what can we do to push the company forward? [03:02] I came to Richmond and worked with another investor and that's when I took the lead into entrepreneurship because I saw a lot of people I was working with who didn't really know their numbers, where their profit was going to, what their profit even was, etc.[03:25] I saw the biggest need there and I wanted to fulfill that need [03:46] Kevin: You touch upon one thing, there's a need out there for what you're doing. At WTR, one of our core beliefs is that there's more to be had by first plugging holes before you go chasing rate of returns in regards to your money and how you manage it. There's places people lose money and they don't know that they're losing it and it's the same thing with business [04:19] Let's start talking a little bit more about profit [04:26] David: A lot of people have read "The Richest Man in Babylon" and it has a lot of good financial principles in there, and one of them is pay yourself first [04:59] Entrepreneurship gives you that opportunity to say "hey, I can set up different accounts and I can make sure that every single dollar that comes into my company is a portion to different accounts, whether that be income or saving for your taxes at the end of the year." [08:48] Kevin: Let's try to make a list here for our followers to follow. If they want to have less stress and more profit, what do they do next? David:[09:00] Knowing where everything is going and opening up those different accounts (income account, tax account, owner distribution account, operating expenses, profit account) [10:11] Once you actually make income and it goes into that income account, then you're allocating to those other accounts based on certain percentages (either once a week or twice a month) [11:24] Profit First (profitfirstprofessionals.com) has professionals for different industries and get the guidance of someone[12:02] Very eye opening [14:06] Looking at those numbers as they settle down and come in and say "ok, now I need to go out and make x

Have you ever wondered why resolutions people make, in order to improve their lives, often fizzles into nothingness? The main reason boils down to the type of motivation for achieving the specific goal in mind. WTR welcomes guest Susan Fowler, a researcher, author, and co-founder of Out of the Box Learning, to our discussion. In today’s podcast episode, we will discuss why it matters to break a bad habits and instill new daily practices that will help you hone your ability of being optimally motivated. Ingenious tactics to accumulate wealth, for people who see things differently. Susan Fowler Website: https://susanfowler.com/ (https://susanfowler.com/) LinkedIn: https://www.linkedin.com/in/susan-fowler-955a174 (https://www.linkedin.com/in/susan-fowler-955a174) Facebook: https://www.facebook.com/SusanNFowler (https://www.facebook.com/SusanNFowler) Twitter: https://twitter.com/fowlersusann (https://twitter.com/fowlersusann) NOTES: [00:53] Kevin: Susan Fowler is a researcher, author, and co-founder of Out of the Box Learning. Today, we're talking about Optimally Money Motivated or Not [01:07] If you wouldn't mind could you share with us today a little bit about where you came from and what inspired you to get to where you are today? [01:30] Susan: I have a motto and that is I teach what I most need to learn. My quest is understanding the motivation behind what we do and what we don't do [03:35] People say that I'm a motivational speaker, but I have to correct them because I'm not a motivational speaker, I'm a researcher and a writer and a speaker who talks on the subject of motivation for science and how to use it [04:45] Kevin: So let's talk about the scientific meaning of this because you're saying that some motivational speakers have a model but it's just something they came up with due to their experience, not necessarily scientific (it might be factual but not scientific). So what are we talking about scientifically? [05:01] Susan: When I say scientific what I mean is empirically proven. So an example would be Maslow's Hierarchy of Needs [06:00] People latch on to theories or concepts without doing investigative work to say is there anything in this that's actually real/provable? [06:12] Kevin: In today's talk about Optimally Money Motivated or Not, is there a scientific way of looking at this? [06:18] Susan: Absolutely. If people texted 66866 with the word ARTICLES, I would be glad to send them these academic articles on money and motivation [06:45] The question I would ask is does money motivate people? And it's true. But there's two things we need to think about[06:53] Are there alternatives to being motivated by money that are more productive, that are healthier, that enable you to be more creative and innovative?[07:02] The answer to this is yes [07:04] If we can rather than being money motivated we shift our motivation away from the money and toward something else, then the money becomes the byproduct (it's what we end up with but not what we were seeking) [07:36] It's not just being motivated by something other than money, but you have to understand the reason that you're motivated by money if that's your motivation (the reason is what matters)[07:49] Where you can scientifically map it out [07:54] Kevin: I've noticed during the course of my life people have tried to quit smoking or get into better shape (things that are important that they know they should be doing)[08:15] Same thing is true for saving money for retirement. They try and they know they should do it and want to do it and they're so focused on that goal that they don't know the reason[08:40] When people understand the deeper meaning behind it, there's no longer the will power (having to 'will' yourself to do it), a switch goes off and they just do it and it's the easiest thing in the world [09:11] Susan: I write in my book about a friend named Raymon and he'd...

In today’s world, we’re always looking for things that will bring us an abundance of wealth. Often times though, some of us go into a field of work that we don’t really enjoy doing. Today, WTR welcomes Cathleen Merkel, who helps her clients find their purpose and live the life they really love. In this episode, join us as we discuss why it’s important to fix your mindset and respect your values in order to attract wealth and satisfaction with what it is you do for a living. Ingenious tactics to accumulate wealth, for people who see things differently. Cathleen Merkel Website http://www.cathleenmerkel.com (http://www.cathleenmerkel.com/) LinkedIn URL https://www.linkedin.com/in/cathleen-merkel/ (https://www.linkedin.com/in/cathleen-merkel/) Facebook URL https://www.facebook.com/CathleenMerkelCoaching/ (https://www.facebook.com/CathleenMerkelCoaching/) Twitter URL https://twitter.com/CathleenMerkel7 (https://twitter.com/CathleenMerkel7) NOTES [00:28] Kevin: Today, we're joined by Cathleen Merkel. We will be talking about how to build wealth by doing what you love, which is usually understated today.[01:04] A lot of people get into a career for various reasons, but it's not really what they want to do [01:22] Would you mind sharing a little bit about where you came from and what inspired you to get to where you are today? [01:41] Cathleen: I am supporting my clients with helping them live the life they really love. [01:50] A lot of coaches, facilitators, and trainers that I've met came to build their career based on their own story (in terms of childhood, how they've been raised, their career choices, etc.) [02:51] Kevin: My parents were raised after the Great Depression, and they were taught to save everything (it was just about survival and not about living) [03:19] Cathleen: I never realized what it actually meant to be living and I never thought about it because when you're being raised with a mindset of scarcity, money doesn't grow on trees so you're encouraged to get a safe job and earn money [03:39] I always had an inner urge (intuition) that made me think that I wanted to do something different than my corporate job[04:52] I made the decision when I was 26 to move to the U.K. (gave up my job and home) [05:21] I think the biggest changes I've made is to dive into roles and jobs that I really love doing, explore myself and how I operate with people, etc. [06:01] I really didn’t want to get to the stage where I say I have worked really hard with long hours and then one day wake up in my 70s and think that I've really missed out on my life with experiences that's created memories (losing touch with living) [06:53] Kevin: You were thinking about the opportunity costs of life basically. Opportunity cost is if you have a dollar, when you lose that dollar, you lose everything that dollar could have earned for you [07:25] Cathleen: For me, one of the biggest losses would be my freedom (to choose what work I do, where I live, who I want to spend my time with, etc.)[07:40] Living a wealthy life for me means living a life of freedom (financial freedom) [07:59] Kevin: Can we talk a little bit about what you see that has been going on with purpose versus wealth? I mentioned earlier that people go and get a job to try and make money, but they're not happy doing it (not living, not fulfilling a purpose) [08:23] Cathleen: You basically sell your time for money. However the ratio is very disproportional (there are limitations to your earnings per hour)[08:47] What a lot of people do is invest a lot of time in their work in a job that they don't actually know if it even gives them a purpose [09:50] When you think about the money to come, how does that make you feel? [10:00] What is the one thing that makes you believe you can’t wait for tomorrow? [10:22] Having purpose creates wealth, because wealth is not only about making...

Making authentic relationships is extremely important when meeting new people in all aspects of our lives. How do you make these connections to start expanding your network? Well, it’s as simple as doing something that you enjoy doing. Today, WTR welcomes Scott Holmen, founder and CEO of Agency73 (https://www.agency73.com/) and long-time successful entrepreneur. In today’s episode, we discuss how if you put a strong investment into relationships, it could be the key to growing your business. WTR Discussion With Scott Holmen, Importance Of Relationships Scott Holmen Website: http://scottholmen.com (http://scottholmen.com/)   Website 2: https://www.agency73.com/ (https://www.agency73.com/) LinkedIn: https://www.linkedin.com/in/scott-holmen-63aa6410/ (https://www.linkedin.com/in/scott-holmen-63aa6410/)   Facebook: https://www.facebook.com/scottholmen (https://www.facebook.com/scottholmen)   Twitter: https://twitter.com/Agency73 (https://twitter.com/Agency73)   NOTES [00:27] Kevin: Today, we’re joined by guest Scott Holmen. He is the founder and CEO of Agency73 and long-time successful entrepreneur. One of the things that we've both found in business is that overtime, business can benefit from the relationships that we have [01:11] People and business revolve around relationships [01:19] Would you mind sharing a little bit about where you came from and what inspired you to get to where you are today? [01:33] Scott: I've started a lot of businesses that have been across a lot of different industries. I didn't go on the traditional path and become an expert in any one thing, I just got addicted to learning and trying things and starting businesses [02:09] I've gone into it not knowing much about that industry and I just loved learning and meeting people and trying new things (has worked out) [03:58] Kevin: I've always had a saying that goes when you realize how much you don't know about a subject, that's when you're an expert [04:10] Scott: The more I learn the more I realize how much there is to learn which makes it super enjoyable [04:26] Kevin: Why do you think it's so important to focus on relationships in business? [04:33] Scott: For me, it's fun. All of my clients have become friends, a lot of my clients were friends first [04:57] It's a very natural thing when you put yourself out there, at least for me [05:30] I'm always making introductions, which end up coming back to me which has grown our business without the need for marketing [06:22] Kevin: It doesn't feel good when you don't have a connection to people (ex: cold calling) [06:47] Scott: Cold calling makes you appreciate the authentic relationships that drive business (get to see the contrast) [07:43] Kevin: So you build your business primarily with relationships. Can you talk a little bit more about how it's built up your business? [07:58] Scott: On the client side [08:17] After years of meeting new people, you start building up a great network of clients [08:22] Because these people know and trust me, I do great work [08:48] Politely asking if they can bring other people into your world [08:53] On the team side [09:12] We haven't had to really post job descriptions (network) [09:30] You really have to get out there to make a good use of your time (can be doing fun things to network too) [10:17] Kevin: Do you have any suggestions for our WTR listeners about how they can go about meeting new people? [10:25] Scott: I would say go do something you love (ex: surfing, golf, etc.) [10:32] Find a group of people who are doing something that you really enjoy doing [10:44] When you build relationships with people with a common interest at the core, there's more depth there already in the relationship [11:15] It's not just number of hours you spend with them, it's about getting to know them and the people who are...

Relationships matter to people. Arguably, the single most influential relationship in your life is with money. Is the health of your money relationship good or bad? Chances are whichever direction it is, that’s how it effects your work and personal relationships, as well as how wealthy you’re able to become. Today, WTR welcomes Kimberly Spencer, an award-winning coach and founder of crownyourself.com (https://crownyourself.com/) as we discuss the Morality of Money in your life. Join us as we discuss the importance of gratitude and why blaming yourself and/or others could be a reason why your relationship with money might not be on the best terms. Ingenious tactics to accumulate wealth, for people who see things differently. Kimberly Spencer Website: https://crownyourself.com (https://crownyourself.com) Facebook: https://www.facebook.com/CrownYourselfNow/ (https://www.facebook.com/CrownYourselfNow/) YouTube: https://www.youtube.com/c/CrownYourself (https://www.youtube.com/c/CrownYourself) LinkedIn: https://www.linkedin.com/in/kimberlyspencer-crownyourself/ (https://www.linkedin.com/in/kimberlyspencer-crownyourself/) NOTES [00:50] Kevin: Kimberly is an award-winning, high performance coach and founder of crownyourself.com. Today, what we're going to talk about is morality of money. We all have relationships with money and it directly affects what kind of assets and success that we achieve in our life [01:10] Would you mind telling us a little about where you came from and what inspired you to get to where you are today? [01:36] Kimberly: My dad was an addict and has been for the past 30 years of my life, and yet he was able to successfully grow a multi-million dollar company with my mom [01:47] I grew up on the money struggle bus [02:03] People see what my parents have now and they assume that that's what I've always grown up with [02:57] I always saw that giving and generosity does come back (law of karma) [03:05] When you bless other people with your money, it comes back tenfold [04:22] Thinking in those creative ways as an entrepreneur really is necessary for the future [05:34] It's all about tapping into those tools and resources and just learning and allowing yourself to have a toddling period [05:44] Money is not taught in schools, which is doing a massive disservice education wise to kids when they're coming out into the world with this old-world mentality (if I go to school and get a job then I'll be set) [06:11] There's a reason why college enrollment has gone down (~20%) because people are seeing that you can make money online [07:13] I've noticed a direct correlation especially with my coaching clients that with the amount of time they spend in their genius zone and their relationship with money that directly impacts the income they're making in their business [07:30] The base of your business and your career is you [07:38] The way you relate to money, the way you experience money is the foundation on what you're bringing (especially to a business) [08:38] Kevin: If you don't have a healthy relationship with money, you're not going to have any of it [08:43] Kimberly: I wrote an article about what the relationship status is of your business [09:20] It's okay if you don't understand money if you haven't been taught (not your fault) [09:41] There's a couple different relationships with money that I've seen with my clients [09:46] The relationship with earning and receiving money [09:49] The relationship with having money (the concept of having) [10:36] If you have money and you're so guilty about having it, then what's going to inspire you to go out and make more money? [11:24] Many of us have an abusive relationship with money (debt) [12:09] The way that our society is structured now, we cannot divorce ourselves from money (a form of energy, a natural resource) [12:57] A couple of...

Working for yourself is very rewarding, but it’s also quite challenging. Like every job, there are pro’s and con’s, but as you put more time into building your business that you have created, you could see a significant increase in your revenue. Today, WTR welcomes Laura Pennington Briggs of The Freelance Coach (https://betterbizacademy.com/) , author, freelancer, and speaker. In this podcast, join us as we discuss how to evolve as a business owner and why it’s important to diversify your income.Ingenious tactics to accumulate wealth, for people who see things differently.Laura Pennington Briggs Website: http://www.betterbizacademy.com/ (http://www.betterbizacademy.com/) Website 2: http://sixfigurewritingsecrets.com/ (http://sixfigurewritingsecrets.com/) Website 3: http://www.legalseowriter.com (http://www.legalseowriter.com/) LinkedIn: http://www.linkedin.com/in/laurapenningtonwrites (http://www.linkedin.com/in/laurapenningtonwrites) Facebook: https://www.facebook.com/laurapenningtoninternational/ (https://www.facebook.com/laurapenningtoninternational/) Twitter: https://twitter.com/sixfigurewriter (https://twitter.com/sixfigurewriter) YouTube: https://www.youtube.com/channel/UCGhKNcbq3QWhpgHZV4Y-xPQ (https://www.youtube.com/channel/UCGhKNcbq3QWhpgHZV4Y-xPQ) NOTES [00:37] Kevin: Laura Briggs is an author, freelancer, and speaker. What we're going to talk about today is the financial impact of working for yourself [01:07] Would you mind sharing a little bit about your background and what inspired you to get to where you are today? [01:24] Laura: I turned to a side hustle (working as a digital freelance writer) [01:30] My business ultimately grew to the point where it was too hard for me to hold down my day job and side hustle. So I moved that side hustle into my full time and that's what I've been doing for the last 6 years [02:10] Kevin: What are the pro's and con's about working for yourself other than being hard on yourself since you are your own boss? Laura: [02:17] Pro's [02:19] Freedom and flexibility [02:24] Deciding how you'd like to spend your work hours per week [02:33] The potential to make more money [02:42] You set your rates and your fees and can add or remove things as it makes sense [02:48] More income flexibility [02:55] You get to decide who you work with [03:08] Con's [03:09] You are your own boss [03:12] You have to work many hours especially in the start-up phase [03:21] Paying your own taxes [03:23] You don't necessarily get that money dropped into your bank account every 2 weeks [3:30] Have to account for self-employment tax, Medicare, social security, and income tax [03:45] Your business bleeds into every aspect of your life [04:02] Because so much of it is in your mind, it's always around (not as easy as a corporate job) [04:11] Kevin: What I have found with running WTR is there's a lot of prep work before you actually start the podcast (research and new ideas that you're always thinking about) [05:38] Laura: I always feel like the pro's always count so much more than the con's [05:44] Any job and career is going to have some negative aspects [06:00] Kevin: Financially speaking, working for yourself can be more flexible. How has it impacted you financially speaking? [06:08] Laura: I grew my business pretty quickly after leaving my full time job. Once I was able to dedicate more time to it, I saw my revenue increase significantly [06:18] I've been able to scale my business to the 6 figure point for the last several years [06:28] I look for ways that I can diversify my income (evolving as a business owner) [07:13] I'm always raising my rates and ways that I cannot just get paid once for something [07:42] Other avenues like books, courses, coaching (additional revenue streams) [08:29] Kevin: So you have multiple income streams...

Sometimes, when starting a business, people often times get caught up in so much overthinking that it can lead them to give up on their idea. Instead of being driven by their passions, they are driven by their fears. In today’s episode, WTR welcomes Gabriella Ribeiro, founder of Mogul Mom and a serial entrepreneur. Join us for a WTR discussion on tips that could lead to reducing our ability to overthink situations, and how starting small is often times to road to success. Ingenious tactics to accumulate wealth, for people who see things differently. Gabriella Ribeiro Website: http://www.themogulmom.com (http://www.themogulmom.com) Website: http://www.explorateurjourneys.com (http://www.explorateurjourneys.com) LinkedIn: https://www.linkedin.com/in/gabriella-ribeiro-0b97022/ (https://www.linkedin.com/in/gabriella-ribeiro-0b97022/) Facebook: http://www.facebook.com/themogulmom (http://www.facebook.com/themogulmom) Twitter: http://www.twitter.com/theexplorateur (http://www.twitter.com/theexplorateur) NOTES [00:36] Kevin: Today, we’re going to be talking about the art of overcoming overthinking [01:00] If you wouldn’t mind telling our listeners a little bit about where you came from and what inspired you to get to where you are today? [01:10] Gabriella: I grew up with my dad being an entrepreneur, so I had the best role model [01:31] I had a lot of different ideas on what I wanted to do, but I always knew that I wanted to do my own thing[01:42] Now I run a few businesses all centered around travel (passion) [01:50] Mogul Mom- amazing dynamic women who are trying to raise a family, trying to run a business, and trying to hold it all together[02:16] Allowed me to get up close with a lot of women who have been struggling with things that I’ve been struggling with and hopefully give them a network to help them improve [03:10] Kevin: Going along with our topic of the day which is the art of overcoming overthinking, can you explain a little bit about what we’re talking about in regards to overthinking (specifically with entrepreneurs in businesses or corporate)? [03:46] Gabriella: In terms of what people aspire to be, a lot of times why they don’t ever do it is because of fear and overthinking leads to more fear (overthinking possible scenarios)[04:36] Nothing can go right or wrong if you never actually execute it [05:38] Kevin: If you get an idea, you’re the only one who can make something happen with that idea [05:43] Gabriella: Yes and we spoke before about measured risks and I think that plays a lot into this because I think what a lot of people also don’t realize is that launching your vision or even getting started doesn’t have to mean you gambled away significant parts of your life[06:03] There’s always a way to do it if you believe you can start small [06:12] Some ideas fail because a lot of people believe they have to make a large amount of money in a short amount of time or else it wouldn’t be worth it[06:18] That’s probably not going to happen (unrealistic) [06:28] Aim low when it comes to numbers because those are going to be the metrics that you’ll probably achieve and you’ll feel better [07:15] Goals will take hard work, rearranging things, sacrifices, loans, etc. (not instant) [08:26] In business, expectations are good if it’s only you involved in the equation[08:37] You’re the only one who can do it [08:40] If it succeeds, it’s you, if it fails, it’s you (can’t blame anyone else for it) [09:01] Have honest deep conversations with yourself and be happy with what gets achieved little by little [09:09] It’s okay to dream about the bigger picture, but don’t hang everything on it because it’s going to take time to get there [09:32] Kevin: What in your experience is kind of a good measure to slow down and take things at a better pace for new entrepreneurs who are trying to do everything? [09:39] Gabriella: I...

In order to grow a business, a lot of people take interest in creating a podcast where they get to talk about their niche and promote their services. But what does it actually take to get started in developing a successful podcast channel? A common roadblock that people run into when starting their podcasts is a lack of specificity in what they are trying to get across. Today, WTR welcomes Colin Gray, founder of The Podcast Host (https://www.thepodcasthost.com/) . In this episode, we will discuss the tools that you can use to further your success in terms of podcasting. Ingenious tactics to accumulate wealth, for people who see things differently. Colin Gray Website: https://www.thePodcastHost.com (https://www.thepodcasthost.com/) Website: http://hostileworlds.net (http://hostileworlds.net/) LinkedIn: http://Uk.linkedin.com/in/colinmcgray (http://uk.linkedin.com/in/colinmcgray) Facebook: https://www.facebook.com/thepodcasthost (https://www.facebook.com/thepodcasthost) Twitter: http://twitter.com/thepodcasthost (http://twitter.com/thepodcasthost) YouTube: https://www.youtube.com/user/colinmcgray (https://www.youtube.com/user/colinmcgray) NOTES [00:26] Kevin: Today's we're joined by Colin Gray, founder of The Podcast Host [00:58] Today, we're going to be talking about podcasting to grow your business [01:03] Would you give our listeners a little background about where you came from and what inspired you to get to where you are today? [01:22] Colin: I was a teacher back in the day. I taught lectures how to use technology in their teachings [01:38] I was asked to learn how podcasting works so that I could teach it to the lectures [01:57] It's so personal; the attention is great (people can listen for a while) [02:48] Today, we teach people how to run a podcast [03:04] The whole aim is to make podcasting easy and to help anyone run their own podcast if they want [03:53] Kevin: Why do you think podcasting is so important for any business owner today? [03:58] Colin: The complaint I hear most often from people who want to start a podcast: how do I differentiate? How do I get more customers to find us? [04:26] In terms of blogs, it's hard for you to get your personality across (you have to be a really good writer to convey who you are as a person) [04:45] In terms of videos, you can start to get your personality across more so people can find out about you, but it's hard to make (a lot of technology needed and intimidation) [04:57] In terms of podcasts, it is a way that you can create some content that shows people your personality, why you're different from your competition, and it's really easy to make [05:15] Very personal (connect with people... trust building) [06:04] Attention (people listen for a long time) [08:24] Kevin: What would our listeners need to get started if they want to start a podcast channel? [08:31] Colin: You actually don't need a lot, you can start really simply [08:37] People procrastinate on starting their podcast (worrying about insignificant things) [08:48] You need really simple gear to get started so there's nothing stopping you from recording [09:02] USB microphone [11:00] The most important thing for your first 10-20 episodes is consistency [11:30] The easiest possible way is to literally press record on your smartphone and speaking into your phone if you have a decent smartphone [11:57] If you're using cheaper gear, make sure you're in a good environment for recording [13:24] There's something tangibly different about recording a practice episode you know will never be published and recording something that you know will be published [13:50] Don't worry about the quality of your episodes when you start, you'll eventually get better [14:06] Kevin: What kind of software do they need to get going? Colin: [14:12] Audacity is a free audio editor...

When looking to expand your business, having smart marketing strategies can help lead you and your business to an increase in your overall customer pool and ultimately your revenue. WTR welcomes Jeff Pulvino, co-founder and CEO of Boost Media Group, a full-service digital marketing agency. In today’s episode, we will discuss the steps you could make in order to further advertise your company and how you can maintain growth in your company with advertisements and upkeep of what it is that you’re trying to specifically accomplish with your company. Ingenious tactics to accumulate wealth, for people who see things differently. Jeff Pulvino Website: https://boostmediagroup.com (https://boostmediagroup.com) Facebook: https://www.facebook.com/boostmediagroup/ (https://www.facebook.com/boostmediagroup/) LinkedIn: https://www.linkedin.com/company/boost-media-group/ (https://www.linkedin.com/company/boost-media-group/) Instagram: https://www.instagram.com/boostmediagroup/ (https://www.instagram.com/boostmediagroup/) Twitter: https://twitter.com/boostmediagrp (https://twitter.com/boostmediagrp) NOTES [00:27] Kevin: Today, we’re joined by guest Jeff Pulvino. We’re going to talk about an important topic for all entrepreneurs and that has to do with marketing and digital media and how those tie together [00:51] Jeff’s been an entrepreneur for over 15 years and he’s the co-founder and CEO of Boost Media Group, which is a full service digital marketing agency [01:04] Why don’t you tell our listeners a little bit about where you came from and what inspired you to get to where you are today? [01:34] Jeff: I ended up getting hired on at a BC funded company and had hundreds and thousands of stock options, but it never really amounted to anything (the company never went public), but I learned a lot [01:49] That venture gave me the entrepreneurial taste because we were truly building a business from scratch [02:43] We decided to start a marketing company and that’s how we got started with Boost Media Group [03:19] Kevin: There’s a lot of people out there starting new businesses. The facts are about 20% of them fail in the first year. Then you have about 50% of those who fail in the first 5 years [03:46] Jeff: Being an entrepreneur is being embraced by the US and the world and it’s a growing trend [04:04] In America, we have something like 28 million small businesses and 22 million are solo entrepreneurs who are running the business all on their own [04:18] There’s this huge learning curve and stress to be successful and I think that’s where a lot of new small business owners run into pitfalls [04:54] In marketing today, there’s so much to know, learn, absorb, and execute on and it literally changes daily [05:02] As an agency owner, it’s a struggle for me to keep up on my own expertise much less than a business owner trying to do everything (nearly impossible) [05:21] Kevin: Marketing plays a major role in pretty much every entrepreneur’s business, but you were saying earlier that most of the businesses out there don’t have a solid marketing plan in writing [06:07] Jeff: A lot of people have something in their head that they thought about (an idea) [06:14] It’s so different when you put it in writing and you commit to it [06:19] Putting your plan in writing so that it makes financial sense for your business [06:25] Almost 10 out of 10 of the businesses that I talk to don’t have any type of marketing plan in writing [06:33] Kevin: But, as we stated, a lot of those entrepreneurs are trying to wear a lot of hats and they might not be marketers per say (dabbling in it) [06:54] Jeff: With the learning curve and staying on top of everything, you have to constantly be studying and reading. What I find is that most business owners at some point have tried some sort of digital marketing (whether it be on their own or with...

When deciding on what career path to take, many people tend to base their job off of how much money they would be making in a specific field, with a specific company. Often what they would actually take pleasure in doing is not given any thought. Maybe, if you were to have a slight shift in your mindset, you could discover your true purpose and find fulfillment and meaning in your work by incorporating what brings you joy into the workplace. Today, WTR welcomes Alexandria Agresta, founder of Purpose Pioneers. In this episode, Alexandria and I discuss how you could accumulate more wealth by taking advantage of the multitude of opportunities available to all of us in the market, all while doing what you are truly passionate about. Ingenious tactics to accumulate wealth, for people who see things differently. Alexandria Agresta Website: http://www.alexandriaagresta.com (http://www.alexandriaagresta.com) LinkedIn: https://www.linkedin.com/in/alexandriaagresta/ (https://www.linkedin.com/in/alexandriaagresta/) Facebook: https://www.facebook.com/alexagrestapurpose (https://www.facebook.com/alexagrestapurpose) Twitter: https://twitter.com/alexrayagresta (https://twitter.com/alexrayagresta) YouTube: https://www.youtube.com/channel/UCkXBi0qKe6u8QTzPwTYsuuQ (https://www.youtube.com/channel/UCkXBi0qKe6u8QTzPwTYsuuQ) NOTES: [00:27] Kevin: Today we’re joined by Alexandria Agresta. We’re going to be talking about aligning purpose with profit [00:50] If you don’t mind, could you talk a little bit about where you came from and what inspired you to get to where you are today? [01:00] Alexandria: I started a company called Purpose Pioneers, which was built on the belief that we really believe in creating a world where people fully align what they do to make money with what they do to experience meaning and fulfillment (purpose and profit) [01:20] I really believe that we live in this beautiful time in the market place where we have so many options and opportunities, and now we have to take that opportunity to our advantage and do what it is that we want to do [01:34] We can make anything profitable [01:54] That inspired me to start my business and empower other leaders and entrepreneurs to put their purpose first and really live in that beautiful sweet spot [02:05] Kevin: It is definitely a world where if you have an idea, you can get it out there for people to hear and see it (Instagram, podcasts, YouTube, Facebook, Twitter, etc.) [02:23] Alexandria: We have social media to take advantage of having our voice heard, getting it out to people, and then we have the opportunity to really understand entrepreneurship and business with purpose and make that a reality [02:38] Our ideas don’t just have to stay in our heads and they don’t have to just stay dreams. If it’s solving a real need, that will be the most profitable idea you’ve ever had and even better, it will mean something to you [02:52] Kevin: Growing up, you go to school to get a career and people always seem to have the attitude that their career is strictly work (don’t feel excited about it because purpose isn’t driving their work) [03:22] Alexandria: When you flip it on its head (which I think is what we need to do as a society, especially with education), and first go with what’s really meaningful to us, then we actually develop skills [03:38] I don’t think it’s learning skills first because we’re so smart and resourceful that we can pretty much learn any skill if we have/want to [03:48] Find things that are meaningful: How do you want to serve, how do you want to help people (will be surprised at the skills that you learn and what you become good at) [05:05] We only have these opportunities now because of the internet and because of this hyper-connected world [05:40] It’s about reverse engineering the beliefs...

Mads Singers Website: https://madssingers.com/ (https://madssingers.com/) LinkedIn: https://www.linkedin.com/in/madssingers/ (https://www.linkedin.com/in/madssingers/) Facebook: https://www.facebook.com/madssingersdotcom/ (https://www.facebook.com/madssingersdotcom/) Twitter: https://twitter.com/madssingers (https://twitter.com/madssingers) Notes: Kevin: Today, our guest is Mads Singer, who is the founder of what we call The Mads Singers Management Academy. We’re going to talk about tips of how you can become a management master. Could you let our listeners know a little bit about where you came from and what inspired you to get to where you are? Mads: My background initially was corporate. When I left the corporate world (IBM), I started working as a management coach, and that is what I enjoyed doing more than anything. I love building teams and companies. I love seeing things grow. Kevin: I imagine that in your experience there’s a lot of similarities you see from one person to another. What is a common thing you see your clients get wrong? Mads: Instead of calling it wrong, I’d say that they don’t know better. The steps that usually occur when people tend to get the idea that they want to start a business They tend to get distracted, the majority of which is unproductive The next step is most people go way too broad when they start a business because they’re afraid of closing people out (not having enough market) You always want to do the exact opposite The problem is if you’re not specialized (what you’re good at), you don’t have a place where you can add additional value based on past experience Goal is to build up an expertise and then you can start optimizing and figuring out what works best, which makes it more likely for you to start selling your services (getting your niche right, specific) What people need to do in order to avoid problems when starting a business Developing a niche (specializing) When you have mastered your expertise, then you can start adding to the value chain, which will increase the customer lifetime value resulting in more money In the beginning, people are so desperate to get clients, but you need to get some initial clients for your niche Most of the time, the problem is that they do lead generation for a long time, all their energy going from marketing to customer fulfillment, but if that client leaves, the lead generation dries up Be consistent all around (establishing those habits) If you’ve done projects for someone in a specific niche, and you feel as though that’s a niche you know, then that’s often a great place to start It’s a lot easier to connect with people It’s much easier to actually find a market and conquer it when you go small (specialized) Learn to delegate (letting go of the least valuable things) People often don’t do this because they feel as though everything needs to be perfect If you want to grow a business, you have to be doing the most valuable thing you can do in your business to grow it Three areas to look at when dealing with delegation What’s the least valuable thing you do? What do you hate doing?/ What are you not good at? Getting other people to do this is often a huge relief What do you spend the most of your time on? Particularly if it’s a small business, if you spend 50-60% of your time doing one specific area/ task, it’s easier to hire someone to do this (becomes 100% of the employee’s time) Recruitment of employees If you want to build an actual business that can grow in scale When you are able to delegate a certain task to someone else, now becoming their job, you can keep it consistent Good lead generation systems by working with people who can help you build that system As a business owner,...

Whether you are a CEO, entrepreneur of a small business, a 9-5 career person or anything in-between, getting things done and achievement of your best ability is often a daily struggle. Join in our discussion with Mark Green, a strategic advisor and coach, (https://activators.biz/) . You will hear us discuss what is holding you back, better understanding motivators and what activators are and how to use them to your advantage. We close the discussion with an important value bomb about living in your comfort zone. This episode will positively influence the direction of your life starting today.   Ingenious tactics to accumulate wealth, for people who see things differently. Mark Green http://www.mark-green.com/ (http://www.mark-green.com/) http://performance-dynamics.net/ (http://performance-dynamics.net/) Book: Activators: A CEO’s Guide to Clearer Thinking and Getting Things Done (https://activators.biz/) https://activators.biz/ (https://activators.biz/) Linked in: https://www.linkedin.com/in/coachmarkgreen/ (https://www.linkedin.com/in/coachmarkgreen/) Facebook: https://www.facebook.com/MarkGreenPDG (https://www.facebook.com/MarkGreenPDG) Twitter: https://twitter.com/MarkEGreen (https://twitter.com/MarkEGreen) NOTES: Kevin: Today we’re going to talk about what’s holding you back and to help you better understand what we call motivators are and what activators are and how to use them for your advantage Mark Green is a strategic advisor, a coach at Gravitas Impact Premium Coaches, an author of Activators: A CEO’s Guide to Clearer Thinking and Getting Things Done. He’s driven by a relentless passion to liberate human potential Where did you come from and what inspired you to get to where you are today? Mark: In middle school and high school, I was always the guy that people talked to; everyone was comfortable talking to me I was able to be there for people and listen to them, helping them think a little differently about what it was they were struggling with This ultimately planted the seed that sprouted into where I am today (it’s never a straight path to get there) I coach CEOs and their executive teams, helping develop them as leaders by helping them figure out how to get out of their own way Kevin: This sounds a little bit like the WTR belief of avoiding losses, because if you first fix the problem, things will be better down the road What exactly is a motivator? Mark: In my book Activators, I’ve identified 3 hidden growth killers (the things that operate below our conscious level that have a profound impact on how we think and therefore the kinds of results that we get) Motivators: something that is an impetuous to act (explains every animal behavior) Fear: a motivator to move away from/get less of something 5 indicators that fear is dominating your thoughts A tendency to move away from loss rather than toward gain (“I’m afraid of what’s not going to happen more than I’m willing to go after what I want to have happen”) Procrastination “The flip flop” (a fear behind reconsidering doing something that you initially wanted to do) Unreasonable continued sacrifice (tolerating something that you really shouldn’t be tolerating) Gut feeling that you’re doing the wrong thing Activators to reducing fear Slow down so you can disengage a little bit of the emotional content and engage more logic content Not “being the most expensive house in your professional neighborhood” (change your neighborhood and engage with people who are at a higher level than you who have already walked the journey that you’re afraid of… will help you move forward and grow) You become whatever/whoever you’re interacting with You know you’re in the right place when your ego is at...

We often feel an urgency to start saving for retirement at a young age. “Start saving in your qualified plan (401k) now or you won’t have enough money for retirement!” Maybe we should change our thinking and accept that the economy is changing, and what worked for our parents and grandparents might not necessarily work in this developing economy. Join Daniel Ameduri, of Future Money Trends (https://www.futuremoneytrends.com/) , and WTR as we discuss why having a passive income could be what you need for building wealth and living the life you thought was merely an illusion, and what you can achieve if you adapt to living in the present. Ingenious tactics to accumulate wealth, for people who see things differently. Daniel Ameduri Website: (https://www.futuremoneytrends.com/) Facebook: (https://www.facebook.com/FutureMoneyTrends/) Twitter: (https://twitter.com/FutureMoneyTren) YouTube: (https://www.youtube.com/user/FutureMoneyTrends) Notes: Kevin: Daniel is the author of the new book “ Future Money Trends (https://www.futuremoneytrends.com/tag/daniel-ameduri) Clearly, you tend to think outside of the box. What inspired you to get to where you are today? Daniel: I’ve always had a fascination with money Unfortunately, when you make a lot of money in a bubble when you’re young, you’re destined for a blowup which happened to me Kevin: Robert Kiyosaki says “The poor way of thinking is ‘I can’t afford that’, whereas the wealthy way of thinking is ‘How can I afford that?'” Daniel: The biggest thing that you can to cut spending is moving (either out of state, out of the country, or to another part of the state you reside it) Can reduce the expenses by about 50% Buying for cash flow instead of buying for appreciation Most retirement savers are just speculating and hoping things go up, but my book focuses on how you can rethink that If it doesn’t bring you a check don’t buy it Kevin: I find it interesting in you saying not saving for retirement because typically, when people are talking about money in terms of retirement, people say they’re going to save for retirement and put money into their retirement savings account, which usually is a 401K or another IRA We make a distinction when we talk about money where you have two tanks for money Investment tank that has risk (you could lose money) Savings tank that is relatively safe If you put your money in a 401K or an IRA, it’s in a mutual fund and in the market, meaning it has risk (not a savings account) Daniel: So many people don’t know what they’re invested in and they continue to hope that it pays off It’s time to start asking ‘Is this even working?’ According to VanGuard, the median account holder who is 65+ with a 401K is only $58,000 Kevin: How could you survive with $58,000? For most people, that would get them by living a minimal life for approximately 2 years or so Daniel: It is very minimal. Perhaps they’re dependent on social security now You wonder what the lost opportunity was that they had just bought something that would pay them a dividend or pay them a yield, let’s say whether they’re investing in real estate or maybe they want to buy a single family home Kevin: I’m assuming that you would invest those dividends back in maybe to another property or expanding into other investments? Daniel: It depends what stage of the game you’re at If you’re young and you have great active income then go for it Later in life you may decide you want to use half of the passive income to pay for your vacation, your bills, your house, a change in career, etc. Kevin: So in terms of passive income, investing in two things that deliver a check to your mailbox or into your account, are there other options

When you’re running a business, there’s a lot of focus on making a profit. However, you’ll have a lot more of it if you first avoid potential losses. During our recording of Dr. Lindsey Elmore (https://lindseyelmore.com/) we talked about ways to lose money in business and some practical tips you can apply today to avoid unnecessary loses in business. Ingenious tactics to accumulate wealth, for people who see things differently. Dr. Lindsey Elmore lindsey@lindseyelmore.com (mailto:lindsey@lindseyelmore.com) Website (https://lindseyelmore.com/) https://lindseyelmore.com/ (https://lindseyelmore.com/) Facebook (https://www.facebook.com/lindseyelmore) https://www.facebook.com/lindseyelmore (https://www.facebook.com/lindseyelmore) Instagram (https://www.instagram.com/lindseyelmore/) https://www.instagram.com/lindseyelmore/ (https://www.instagram.com/lindseyelmore/) LinkedIn (https://www.linkedin.com/in/lindseyelmore/) https://www.linkedin.com/in/lindseyelmore/ (https://www.linkedin.com/in/lindseyelmore/) YouTube (https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber) https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber (https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber) The post WTR Podcast Website (https://wealthtacticrebels.com) .

Time to think differently about money. Ever heard, “Money is the root of all evil?” That’s fear talking. Wait. What? Money is simply a tool we use in our lives. If instead you think about having an abundant mindset, suddenly success, wealth and relationships chance in your life. Join WTR and Dr. Lindsey Elmore as we define what the Fear of Wealth is and how to overcome that Fear, the effects of wasting money in your business and life, as well as some tips of techniques you can do today to make a change in the road to no longer living in fear and live in abundance instead. Bringing you CLARITY and helping you take CONTROL of YOUR MONEY back and away from the major financial institutions. Dr. Lindsey Elmore lindsey@lindseyelmore.com (mailto:lindsey@lindseyelmore.com) Website (https://lindseyelmore.com/) https://lindseyelmore.com/ (https://lindseyelmore.com/) Facebook (https://www.facebook.com/lindseyelmore) https://www.facebook.com/lindseyelmore (https://www.facebook.com/lindseyelmore) Instagram (https://www.instagram.com/lindseyelmore/) https://www.instagram.com/lindseyelmore/ (https://www.instagram.com/lindseyelmore/) LinkedIn (https://www.linkedin.com/in/lindseyelmore/) https://www.linkedin.com/in/lindseyelmore/ (https://www.linkedin.com/in/lindseyelmore/) YouTube (https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber) https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber (https://www.youtube.com/channel/UCdKYK_Z1kv1pFoaA02tdZRw?view_as=subscriber)   The post WTR Podcast Website (https://wealthtacticrebels.com) .

Navigating your way through how to pay for your financial aid can be stressful and confusing. But before you even get there, there’s who is going to pay for it and how much. Listen in as WTR and Robert Farrington, of The College Investor, (https://thecollegeinvestor.com/) as we discuss how to negotiate financial aid. You will hear us talk about whether the parent or student should pay for college, how to figure out your options after school ends, what’s holding graduates back from accumulating wealth and strategies to build wealth while paying off student loans. Bringing you CLARITY and helping you take CONTROL of YOUR MONEY back and away from the major financial institutions. Robert Farrington robert@thecollegeinvestor.com Website https://thecollegeinvestor.com (https://thecollegeinvestor.com/) LinkedIn URL https://www.linkedin.com/company/the-college-investor/about/ (https://www.linkedin.com/company/the-college-investor/about/) Facebook URL https://www.facebook.com/thecollegeinvestor (https://www.facebook.com/thecollegeinvestor) Twitter URL https://twitter.com/CollegeInvestin (https://twitter.com/CollegeInvestin) YouTube URL https://www.youtube.com/channel/UC7eyMsOBdk6iLaYyXmmzdBg (https://www.youtube.com/channel/UC7eyMsOBdk6iLaYyXmmzdBg) Notes: Kevin: Paying for college tends to be a big problem in today’s world Robert: The two main issues are paying for college and paying back student loans Kevin: The increasing costs of college seems to be increasing more rapidly than the jobs that we’re producing from them Robert: Yes, the cost of college is increasing, but on the flip side community colleges are becoming more affordable Question of should you go to college? – currently the biggest shortage of trade workers in the U.S. Implications of your choices that will affect you for the rest of your life (whether or not you go to college) Went to college and received Masters’ Degree, but doesn’t use any of that today Kevin: I went to college and got a Masters’ Degree in exercise science, but today I’m in the wealth field Robert: Your college degree can be your ticket in the door to the work force, but it has a very short lifespan About 3 years after you’re done with school, nobody cares about the degree All about your experience and if you’re going to bring value to that company Kevin: What got you into helping families pay for college? Robert: Started writing about money and personal finance because I had an interest in it Passionate about investing money (had a blog where I shared investing tips) I had my own student loans that I was paying off, but my student loan servicer screwed up my monthly payments Wrote about this experience and the article was one of the first that became popular Found that many people had student loan servicers that screwed up their loans too (found that this was an issue and then started writing more about student loan debt) My end goal is having people invest and build wealth earlier, rather than waiting until later to pay off student loans Kevin: Makes sense, the power of money overtime You founded thecollegeinvestor.com, where you are the host of the podcast The College Investor Audio Show This is an issue for a lot of our clients Robert: The podcast combines all of the things we hate about everything (the government, family dynamics, money conversations, and other psychological burdens) and gets intertwined with the college debate Kevin: Millennials have a problem right now when it comes to building wealth. What’s the biggest problem they’re trying to overcome? Robert: The student loan debt is the problem Student loan debt bubble Paying your student loans is a drag on your monthly income You can’t deploy that money into buying a home or investing for retirement or maybe starting a business Puts a delay on what past...

Work Harder. We hear this common phrase almost everywhere. However, we live in a 24/7 world now. There’s almost no time to unplug from life, work and everything else being thrown at us daily. After a while, this can take a toll on us and we don’t even realize how much because we just don’t stop long enough to recognize it. This puts strains on our relationships, our performance at work or success of our business and even shows up in our wealth. You need to take care of you. But that can be a challenge itself. The good news is, you can be happy no matter what is going on in your life. Phyllis Ginsberg and WTR discuss why and how you can be happy and healthy and skills you can learn today to help you the rest of your marvelous life.   Ingenious tactics to accumulate wealth, for people who see things differently. Phyllis Ginsberg phyllis@phyllisginsberg.com (mailto:phyllis@phyllisginsberg.com) https://www.phyllisginsberg.com/ (https://www.phyllisginsberg.com/) Brain Makeover: A Weekly Guide to a Happier, Healthier and More Abundant Life (https://www.amazon.com/gp/product/B07RJYTPG6/ref=dbs_a_def_rwt_bibl_vppi_i1) Tired and Hungry No More: Not Your Ordinary Guide to Reclaiming Your Health and Happiness (https://www.amazon.com/gp/product/B07Q39N7SN/ref=dbs_a_def_rwt_bibl_vppi_i0) Notes: Kevin : our guest Phyllis Ginsberg is a Health and Happiness expert And also the Author of 2 books – The Brain Makeover and Tried and Hungry No more – fantastic titles   Phyllis : A bit about myself, I was not come from the health and happier family, growing up with mom who has arthritis and migrant headache and I become the responsible child and overly fully responsible. In 2005 – I had 8 months waiting list – divorce dealing with stressful, child custody evaluation, co-parenting. Really did not realize about all of it until finally I took a break.   Kevin- Agreed, we should take a break, the longer we wait the longer you can’t take it, how worn you are.   Phyllis : Until we stop, we have no idea, I just knew that I had a total burn out if I did not do something.  Time off, I totally lost, Getting to the basic line was ok, Discovered that can be so was so much happier that I never was. Brain – training child custody work   Kevin :no doubt, children   Phyllis: children leaving in fear that parents will scary them , when I saw that there’s a thing   Healthier – good feeling   During time off,  I put things together   Kevin : thinking differently, kind of kicking in   Phyllis : exactly that I wrote a book brain Makeover   Kevin : release the book, succeed   Phyllis : good things, the result lots of emails , small things make huge diff things It doesn’t take very much My 2nd patience, which is health. My mom when she is 37, she had a  breast cancer , did not survive in a year. I was visiting my dad who had a stroke and make me write the 2nd book tried and hungry no more.   Kevin : background in health. I had a bachelor in exercise and science. In college, studied about Japanese. Different of visiting  hospitality, Japanese expecting the family in the hospital with them, taking care of them- they have less people   Phyllis :  totally believe, having support , people caring about you ..make a huge different.   Kevin : I’m sure, it’s important  this little things, mind is powerful   Phyllis : for example someone said I just can’t image being happy, health , I’m stuck, that’s all survival mode thinking. Wanting different. Lots people do not how to do possibility thinking because no one teaching it.   Kevin :  how do u manage mental health, health is not taught in school, u...

What’s stopping you? What’s getting in your way of achieving happiness and wealth success? Maybe you blame your luck. Maybe you blame your boss. Maybe you think you don’t deserve it. Maybe you think it’s 1 of hundreds of things outside of your control. The truth is, it’s your mindset. The good news, you can improve your emotional resilience and improve your relationships, happiness, business success and wealth. Join WTR and Kim Ades, President and Founder of Frame of Mind Coaching (https://www.frameofmindcoaching.com/) , as we discuss the importance of your frame of mind and how you can use proven tactics to have a healthy and wealthy mindset. Ingenious tactics to accumulate wealth, for people who see things differently. Kim Ades kim@frameofmindcoaching.com (mailto:kim@frameofmindcoaching.com%0d) Frame of Mind Coaching (https://www.frameofmindcoaching.com/) LinkedIn (https://www.linkedin.com/in/kimades/) Facebook (https://www.facebook.com/FOMcoaching/) Twitter (https://twitter.com/kimades) YouTube (https://www.youtube.com/channel/UCeeJ8fSIjJNk5e8esyUTraQ) Notes: Kevin: Our guest, Kim, founder of (https://www.frameofmindcoaching.com/) and super mom Kim: Always interested in leaders and what separates leaders and top performers for the rest of the world Years ago was a serial entrepreneur, owned software company that build assessments that helped companies make better hiring decisions This was before assessments were popular When looking to hire people, what should you be looking at to predict their performance Tested thousands of people Key characteristic that was most effective: emotional resilience Emotional resilience is a person’s ability to bounce back from adversity with speed and agility, and even turn that adversity into an advantage Sold that company and got hired as VP of marketing for coaching company Their mandate was to help people live extraordinary lives That’s for me! How they coached: Helped business leaders create business plans with several manageable components On weekly or bi-weekly basis their coach would hold them accountable Something bothered me about that People know how to create plans, but what is stopping them from executing the plan? What’s stopping them? What’s getting in their way? Why do people struggle with weight loss? Why do people struggle to become wealthy? What’s really going on? What’s at play It’s not that people don’t know what they need to do. It’s something is interfering with their ability to get it done It has to do with: Their upbringing Their perspective What they think they are capable of What they think they deserve It really has to do with their emotional resilience If I can create a coaching company that helps people build up their emotional resilience, handle difficulties when difficulties happen, now I’m setting people up for success. Rather than managing their actions, I’m helping them handle life. I decided I can do this a little bit better. So I created Frame of Mind Coaching 15 years ago Some of the best ideas are born from that, “I think I can do something better.” Kevin: Speaking of mindset, my Son has ADHD. Because today we understand mindset of kids with ADHD schools can gear curriculum, teachers can be geared towards child’s learning. I struggled in school because no one know about this. But now my son does not struggle. Kim; While we’ve made some strides in education, we are eons away from where we could be. Truth is, a lot of the way school is structured is not aligned with the way people learn best. It’s not engaging students When you look at what’s wrong with school: We’re not Engaging students Relevant Hands on “sticky” Teaching them things that they...

Perhaps digital media is mysterious to you. Maybe you know how important it is, but just haven’t gotten around to it much. Or maybe you’re a digital media rock star. Any way you look at it, digital media is here to stay and is an integral part of all our lives. However, if you’re an entrepreneur or in business for yourself, it will be the most important part of any of your marketing. Often, it can be your savior. Meet Shawn Walchef of Behind The Smoke podcast (https://www.behindthesmokemedia.com/subscribing/) . He took it upon himself to learn digital media to save his business. Join WTR as he shares his experience. You will learn why digital marketing and branding is so important, insights into the psychology of digital marketing, practical tips for making your business more visible online and more likely to get results from searches, why podcasting can help you to connect with your listeners in ways never before possible, how technology has changed the way we interact with restaurants and businesses, and ending with a value bomb about communication. Ingenious tactics to accumulate wealth, for people who see things differently Shawn P. Walchef shawn@calicomfortbbq.com (mailto:shawn@calicomfortbbq.com) Cali Comfort BBQ (https://www.calicomfortbbq.com/) Behind The Smoke: BBQ War Stories Podcast (https://www.behindthesmokemedia.com/episodes/) Cali BBQ Instagram (https://www.instagram.com/calicomfortbbq/) Linked in (https://www.linkedin.com/in/shawnpwalchef/) Cali Comfort BBQ Facebook (https://www.facebook.com/calicomfortbbq/) Shawn’s Facebook (https://www.facebook.com/shawn.p.walchef) Shawn’s Twitter (https://twitter.com/shawnpwalchef) Cali Comfort BBW Twitter (https://twitter.com/CaliComfort) Cali Comfort BBQ YouTube (https://www.youtube.com/user/CaliComfortBBQ/) Notes: Fortunate to have Shawn today because without digital marketing, we wouldn’t have him here today Impressed with anyone who starts their own podcast Derek Marso, co-host and I have published 100 episodes Weekly “Behind the Smoke” (https://www.behindthesmokemedia.com/episodes/) Focus on business, digital marketing, digital media, interviewing people we admire, specifically in San Diego area People who are moving the needle as far as getting their branding online, getting their business online and really making an impact in the world Podcasting is on-demand radio, on-demand information Way for people to learn passively During my short commute, for 15 minutes can listen to some of the top minds in the world with whatever field I care about Its 2019 and if people don’t think the internet isn’t impacting their business or industry, I feel sorry for them We’re always going to have to continue to learn People listening to this podcast, Kudos to them because they probably love to learn I don’t have a background in internet, IT, not for cooking BBQ, not for running a restaurant I went to school for sociology Whatever your passionate about, you can find people on the internet, on YouTube, through podcasts, Twitter, blogs, Instagram that are publishing content that influence you That make you change your habits Changing your habits to do things that you would want to do increases opportunities in your field and for your family that you would have never had the chance for We at WTR talk about setting yourself up for opportunities Set yourself up financially, habits, skills, abilities Set yourself up for success and better things in your life, such as improvements in business, self, family We live in the information age and people are going to the internet to find information they care about Wife and I ask people where to find daycare, but we go to Google and Yelp to find info on daycares and find them We go to Yelp and there’s some daycares to don’t have; photos of...

The trouble with entrepreneurship is staying in business. And it’s a great career path. There are many opportunities in life you will have that you would of never had otherwise. But you do have to have success. With experience, will come the wisdom to run your business well, but that takes time. Or, you can learn from someone else’s acquired wisdom. Enter Kerry Lutz, author of Financial Survival Network (http://financialsurvivalnetwork.com/) , who is a 4th generation, serial entrepreneur with lots of business wisdom. In this episode you will hear how Kerry acquired his wisdom, why being an entrepreneur may be a good career fit, what’s great about podcasting, how to make a business succeed where so many fail, a great way to start a new business, the 5 common problem areas in businesses, how to keep your business going long term, and a fantastic Value Bomb at the end with a Bonus Bomb. Why wait for wisdom when you can acquire so much here with WTR and Kerry Lutz.   Ingenious tactics to accumulate wealth, for people who see things differently. Kerry Lutz kerry@viralpodcasting.com (mailto:kerry@viralpodcasting.com) kl@kerrylutz.com (mailto:kl@kerrylutz.com) Twitter (https://twitter.com/KerryLutz) LinkedIn (https://www.linkedin.com/in/kerrylutz/) Facebook (https://www.facebook.com/TheFinancialSurvivalNetwork/) Viral Podcasting (https://viralpodcasting.com/) Financial Survival Network (http://financialsurvivalnetwork.com/) Resources: Viral Podcasting: How To Earn A 6 Figure Income From Your Podcast (https://www.amazon.com/Viral-Podcasting-Figure-Income-Podcast/dp/1540641260) The Power of Broke: How Empty Pockets, a Tight Budget, and a Hunger for Success Can Become Your Greatest Competitive Advantage (https://www.amazon.com/Power-Broke-Greatest-Competitive-Advantage-ebook/dp/B00WPQHK14) Fiverr (https://www.fiverr.com/)   Notes: Kerry Lutz, “I’ve always been a square peg in a round hole.” Serial, 4th gen entrepreneur It’s about building know knowledge Learning from mistakes Still failure because most likely lost money, but the gained knowledge is most likely more valuable than the money lost “Any time you get into a business that you don’t know anything about, you pay for lessons.” Luckily had more successes than failures Family business started by father and uncle in 1963 – messenger service Family business “around the dinner table” Successful for many years At one point business was bad because they had made some mistakes and had 1.5 months to go before having to close Cut $250k in expenses, made several good hires, moved to new office business turned around in less than 1 month In 1997 sold business to largest competitor Had several business ventures, some not too successful Went to law school in the meantime as a fall back Started to practice law after a few years, but disliked it Good at locating assets, so ended up buying off charged off assets and credit card debt and did well with that At financial crisis, felt like what he was doing was part of the problem, so sold business to get out of it Did a few other businesses, eventually wound up doing podcasting. “It’s the best career I’ve ever had.” What’s great is you and I would have never met had we not been in podcasting. I have friends all over the world; dozen friends in Vancouver; also in Australia, South Africa, Europe I can now go to just about any county in the world and meet people I would have never had a chance to meet before I didn’t make anything in first 4 years Wrote book (https://www.amazon.com/Viral-Podcasting-Figure-Income-Podcast/dp/1540641260) Not “cut out” for 9-5 office work Go along on life and try to find our path, entrepreneurship enables you to do that

Want the most income for the least amount of work? Want to have lower effective taxes? Join WTR as we discuss The Wealth Secrets of Passive Cashflow with Lane Kawaoka from Simple Passive Cashflow. (https://simplepassivecashflow.com/)  You will learn how to quickly determine if a property will cashflow, best assets for passive income, how to manage them as well as secrets the wealthy use to prepare for and invest in new opportunities. As always, there’s a Value Bomb of something to watch out for. Ingenious tactics to accumulate wealth, for people who see things differently. Lane Kawaoka lane@simplepassivecashflow.com Simple Passive Cashflow (https://simplepassivecashflow.com/) Instagram (https://www.instagram.com/simplepassivecashflow/) YouTube (https://www.youtube.com/channel/UC3cIIsGKx3osVU5rt2P0HfQ) Facebook (https://www.facebook.com/SimplePassiveCashflowdotcom) LinkedIn (https://www.linkedin.com/in/lanekawaoka/) Twitter (https://twitter.com/SimplepassiveCF) Bought rental in 2009, made good cashflow Focused on saving more $ to buy more rentals 7 years to get 11 rentals Now 1100 rentals and was able to quit day job First couple rentals in Primary market of Seattle Found primary markets costs are too high so profit is low Found secondary markets have higher rent to value ratios Figure out rent to value ratio Monthly rent divided by purchase price Tries to look for 1% or higher for figuring out if property will cashflow Appreciation is gambling, cashflow is the sure thing Recommend people under $500k net worth, start by building low risk, single family rentals Focus on passive investment It’s not “active” investments No tricks or games like no money down payments Find quality investments Use property managers property inspectors to make sure good quality asset 1-2 hours per week Look for other people doing passive investments Local REIAs/real estate clubs usually have active investors of lower net worth Use what they are using, Markets Providers Property managers Since most passive investments need $20k+ to get started, there’s less people competing for those assets Single family homes are good to sell to retail buyers, they are an easier exit strategy Duplex, quads etc. are more difficult to sell Passive investor needs to focus on being an investor, not a landlord Hire 3rd party property manager for that Need rent to value ratio over 1.0 in order to afford paying for the property manager This strategy may cost a little more, but enables scaling to acquire more assets rather than spending time managing properties Use time for best use for making more money Refer to Lane’s article of 25 questions to ask when interviewing a new property management (https://simplepassivecashflow.com/top-25-questions-to-ask-a-property-management-company-during-interviews/) Use as guideline Real estate investing is “end game” financial wealth building There will always be a need for a roof over people’s head, so always need for real estate Especially B & C class housing Make money with regular business, then put into real estate Once it gets big, buy more assets Beauty of real estate, passive losses offset active income Average W2 employee is missing out on the real estate tax benefits Can wright off all things that are used for “business” Can depreciate cost of building 1/27th every year as a paper loss on taxes Primary home mortgage interest is now capped (first $750k) (https://www.irs.gov/publications/p936) Pretty sure real estate investment will most likely always be a business expense These are “Wealth Secrets the wealthy do that the average people out there never do.” When you buy a major capital purchase, you either pay interest to someone or

Wealth Tactic Rebels is a unique podcast because there are few people out there looking to help people think differently about their money. Mark Willis, of Lake Growth Financial Services (http://lakegrowth.com/) , is one of those people. In this episode we talk about market performance the “Roaring 20’s,” why hope is not a good plan, what’s more important than rate of return, why liquidity and control is so important, what is safe money, about how to use debt (leverage) to your advantage, a great value bomb and the most important decision you will make. Ingenious tactics to accumulate wealth, for people who see things differently. Mark Willis markwillis@lakegrowth.com Not Your Average Financial Podcast (http://nyafinancialpodcast.com/) Lake Growth Financial Services (http://lakegrowth.com/) LinkedIn (https://www.linkedin.com/in/marklakegrowth) Facebook (https://www.facebook.com/lakegrowth/) Twitter (https://twitter.com/lakegrowth) YouTube (https://www.youtube.com/channel/UC52KUaX0L1kSNUF99Ql7uOw) Resource:   Debt: The First 5,000 Years (https://www.amazon.com/Debt-First-5-000-Years/dp/1612191290) (#) Transcript [0:12] Welcome to another interview with Wealth Tactic Rebels, the podcast for people who see things differently. I'm your host, Kevin Dumont, I've been thinking differently in the wealth field for well over 10 years now. Today I am joined by a guest, Mark Willis. Hey Mark, how are you today? Doing fine, thanks. [0:33] Fantastic. Thanks for being on our show today. Mark, is, well I'd say he's a kindred spirit in the thinking differently field of finances and non-mainstream thinking. Right Mark? Oh man, yeah. It's like a breath of fresh air. Right? So Mark is, like us, on a mission to try to help people think differently about their finances over how banks in Wall Street typically makes people think about their money in their financial, what does it do? Creates a of financial insecurity, or uncertainty, right? So after graduating with six figures of student loan debt, like many people today due, and discovering a way to turn his debt into real well, he's watched a lot of other people lose their retirement Investments and a home equity, you know 2018 2009 when the market crashed, and he decided to find a way, find a sane way to help his [1:32] clients and other people meet some of those financial objectives, including his own. Mark has become a certified financial planner. And is a number one best-selling author and the owner of Lake Growth Financial Services, a financial firm in Chicago Illinois, But over the years he's helped hundreds of his clients Take Back Control, key word there, "control," of their financial future and build businesses with sophisticated tax-efficient Financial Solutions. Now he specializes in building Custom Tailor Financial strategies that are unknown to the typical stock brokers and typical financial planners attorneys and other financial gurus that we typically see in mainstream media. He's also co-host of Not Your Average Financial Podcast, where he shares a lot of these strategies for thinking differently about wealth and finances That's just a little background on, on Mark's but Mark is the expert on Mark so I'll let him talk a little bit more about where he came from and how he got to where he is with those philosophies today. [2:33] That may be more than what folks any anyone want to hear so that's thank you for that Kevin I appreciate a folks are still listening after that then great welcome to the Matrix you know you've taken the red pill if you've found this Podcast helpful, man, it's only going to get more interesting. Your episodes of an awesome so far I've really enjoyed a lot of the content and the interviews you guys have shared. [2:53] Thanks. The one on the qualified plans was just dead on so well done. Right. and you know again it's the rear thing to find any...

Listen to the podcast trailer to learn exactly what you’re going to hear, and when! (#) Transcript [0:00] Wealth Tactic Rebels. Ingenious tactics to accumulate wealth. For people who see things differently. [0:18] Welcome to Wealth Tactic Rebels the podcast for people who see things differently. I'm your host, Kevin Dumont, and I've been thinking differently in the wealth field for about 15 years by taking the path Less Traveled. Perhaps you've been searching for answers to your major wealth questions, but keep finding the same answers from the supposed professionals, the major financial institutions, and mainstream media. You know there must be something more out there, just have to find it yet. Well, Wealth Tactic Rebels is anything but your typical financial and business informational show. We're here to bring you Clarity and help you take back control. [0:57] We're doing this by bring you the knowledge of how money and business really works. We start with our simple belief that there's more to be had by first avoiding losses, rather than just chasing a rate of return. We bring you a weekly episode where we will discuss how money really works, have industry professional guests, who understand our Rebellion, as well as entrepreneurs who share their valuable knowledge of what to do, and what not to do, for business success. To better understand Wealth Tactic Rebels basic tactics, you can listen to the 5 Core Episodes found on the "Start Here" page wealthtacticrebles.com, where you will learn about why we think the way we do, about your personal economic model, about tax history and more. You can also go to wealthtacticrebels.com to hear our latest episode or any of our valuable past episodes, learn more and subscribe. [1:50] I wish you well and have a fantastic day. [1:53] Music. The post WTR Podcast Website (https://wealthtacticrebels.com) .

When you are in business for yourself, success is connected to how much your potential clients trust you. One of the best ways to earn trust, is to be an influencer. Listen in with WTR as we interview Josh Elledge of Up My Influence (https://upmyinfluence.com/) . You will learn the 5 markers of being an influencer. Also, we discuss online the importance of online branding and how to go about it. Josh also shares a value bomb of something he did, that you should avoid doing in your business. Ingenious tactics to accumulate wealth, for people who see things differently. The post WTR Podcast Website (https://wealthtacticrebels.com) .

Going into business for yourself can be a rewarding endeavor, both financially and for your soul. Unfortunately, the reality is roughly 96% of businesses don’t make it past 10 years. Why is this? Profitability. They just aren’t profitable enough. Join WTR as we interview Peak Performers Podcast. (http://www.peakperformerspodcast.com/) We discuss how to make your business more profitable, with great tactics. Sometimes the tactics can even apply to your personal life. If you want success in business and life, you must become profitable. This conversation could open the door to saving your business before it’s too late. Ingenious tactics to accumulate wealth, for people who see things differently. Thor Conklin (https://thorconklin.com/) thor@thorconklin.com Peak Performer Podcast (http://www.peakperformerspodcast.com/) FaceBook (https://www.facebook.com/ThorConklin/) LinkedIn (https://www.linkedin.com/in/thor-conklin-9b2b087/) Twitter (https://twitter.com/thorconklin) (#) Transcript [0:01] Wealth Tactic Rebels, the podcast for people who see things differently. [0:12] Welcome to another entrepreneurial interview with wealth tactic Rebels the podcast for people who see things differently. Post Kevin Dumont I've been seeing things differently the well fill for well over 10 years today I'm joined by a guest Thor Conklin Heath or how are you today. I'm doing well man thanks for having me on. Fantastic! Glad to have you here looks like the season is warming up finally, for us. I'm sure it's warmer Where You Are. It is. Atlanta, Georgia. Excellent! So Thor Conklin is an entrepreneur, maybe a serial entrepreneur. I don't know, should I say? Yeah, recovering serial. excellent profitability consultant host of his daily podcast Peak Performers Podcast. Thor would you mind sharing a little bit of your backstory for our listeners you know where you got started I kind of got to where you are what things, play shake your philosophies along the way. [1:15] Yeah absolutely you know I've been an entrepreneur for the last 20 years either started or purchased businesses this is my sixth and seventh business, and the first one I just got a filling and it was interesting because play came to me and said hey would you set up your own company and manager portfolio is a private Equity Firm on a worldwide basis so is a great opportunity not many entrepreneurs got to get their start that way so I was very fortunate. I'm one of the things that I was focused on from the very beginning is the notion that profitability is really what drives an organization without profit she don't have the excess Capital needed to grow the business the higher the team that you need to, she's so often that I was going to get wrapped up in this ego of okay. I've got this one revenue and I'm buying a bunch of do dads and at the end of the month the end of the year there's really nothing left over so, really on a mission to help individuals North really understand finances, and that what it really means to drive a profit and then take that profit invest that and grow it. Right right so profitability that's where you're probably Consulting comes in right direct from what I know from talking with you 96% of businesses will fail within the first 10 years right and then. Really the big reason all that failure is lack of prophets so I'll before that do survive. [2:44] Made them are producing a prophets even break even. Maybe pay a little bit of a wage to the owner right shareholders below-market Valley returns so this sounds like this is the problem here right. [2:58] You know it is highly profitable organizations that are an issue with that organization, but if you're in the right Market in you're producing the right profits that's really what it's all about you. Sometimes I get a lot of flack on social media it's like all you know there's more to life than just Prophets yes...

When you have a calling, or a mission to get your message out there, social media has many great platform options. Podcasting is quickly becoming one of the best social medians to share your message, teach people about your passion or just help grow your business. However, it does take a large commitment. Perhaps as much, or more, as starting a business. We all want success, but at what price? Listen in as WTR interviews Carey Green, of Podcast Fast Track, (https://podcastfasttrack.com/) about podcasting and balancing work with your life so you can reach success and happiness. Carey Green  (http://www.careygreen.com/) carey@podcastfasttrack.com Podcastification Podcast (http://podcastification.com/) Podcast Fast Track (http://www.podcastfasttrack.com/) Live Build Change (http://www.livebuildchange.com/) LinkedIn (https://www.linkedin.com/in/careyngreen/) Facebook (https://www.facebook.com/careyngreen) Twitter (https://twitter.com/careyngreen) (#) Transcript [0:00] Wealth tactic Rebels. Ingenious tactics to accumulate wealth, for people who see things differently. [0:14] Welcome to another entrepreneur interview with well static Rebels the podcast for people see things differently, I'm your host Kevin Dumont and I've been seeing things differently in the 10 years now. Today I'm joined by a guess Carrie green hi Carrie how are you today it's a wonderful day it is fantastic we've been having some. [0:41] Pretty crazy weather and it looks like it's finally turning around, yeah that's Springtime anywhere it seems like I was beginning to wonder if we were going to have that Springtime but so Carey is an avid entrepreneur was a pastor for 20 years, geology with the the church and, eventually he decided he want to go into business for himself as an entrepreneur but really I can't give you the details on that but carry certainly can so, would you mind sharing with our listeners today a little bit about where we started and how you got to where you did. Yeah absolutely well I grew up in the Panhandle area of Texas. Very much a rural kind of setting small-town hard-working Blue Collar family. I just didn't really know going into high school and college what I was going to do was offer to, a music scholarship so I I just took it and started a bit a degree in what was called music business at the time and my best guess at the time was that I was going to, do some studio recording an audio production in that kind of thing a little did I know a different a different version of that would be on my Horizon Way Down the Road. [1:56] Huge huge portion of my life after getting out of college, was in the Ministries mentioned I was a pastor small churches for 20 plus years everything for me youth pastor to an associate pastor to lead teaching pastor and really really enjoyed that work. Oh absolutely very rewarding also very challenging and a lot of things that you get into with with people that you know life's messy and it's it's not something that that we can always cancel order on it's always good to have pasta roller or clergy type help to come alongside it turned out turned out after that that 20 year. That. Weirdest feeling weaving election weirdest feeling that that calling was kind of departing you it just wasn't the same passion for we used to it, it's definitely a realm where I filled your heart has to be in it in order to serve people will and so, I kind of arranged things so that the elders in the church there could could come to pick up where I left off after about six months we would transition out. And I really had no idea what I was going to do but I definitely felt just from a sense of conscience I couldn't just stay there and. Bring in a paycheck just because I needed a paycheck I needed to to let the church move on and and I would do the same. [3:16] And so in the meantime I've begun a podcast of my own about...

Entrepreneurship can take a special kind of crazy. However, every entrepreneur must run their business, not just work in it. There are many obstacles along the path, whether just starting out or a more seasoned business. Sometime, if these obstacles are not handled well, they can be a factor in going out of business. Enter Rob Braiman of Cogent Analytics. (https://www.cogentanalytics.com/) He has made it his life’s mission to save every business he can; one at a time. Listen in as he shares his knowledge about what to look out for and how to more effectively manage your business. We talk about profitability strategies, steps and what to be aware of to start a business, 4 landmines to avoid, going into business for profit vs. value, resistance to change as well as 2 Value Bombs and more. Rob will also share a special offer just for listeners of this podcast. Don’t miss this opportunity to Transform, Save and Empower Your Business. Rob Braiman rbraiman@cogentanalytics.com Cogent Analytics (https://www.cogentanalytics.com/) LinkedIn (https://www.linkedin.com/company/cogent-analytics---llc/) Facebook (https://www.facebook.com/CogentAnalytics) Twitter (https://twitter.com/Cogent_LLC) (#) Transcript [0:00] Wealth Tactic Rebels, ingenious tactics to accumulate wealth for people who see things differently. [0:14] Welcome to another episode of Wealth Tactic Rebels, the podcast for people who see things differently. I'm your host Kevin Dumont and I've been thinking differently in the wealth field for well over 10 years. Today I joined by a guest Rob Braiman. [0:35] Rob how are you today. I'm great, Kevin, thanks for having me on the show today. Awesome. Well thank you for being here. Really appreciate it. I'm sure we have a great podcasts in store today with some great value or a listeners. Now Rob is what we call a Serial entrepreneur, and he's a senior partner at Cogent Analytics, is a father of 2, and a husband for 24 + years. been representing clients for almost Seventeen, and is what you'd call a very passionate person about helping privately-held businesses achieve new levels of success through improved operational improbability strategies. I would love to give you more details on Rob but, really Rob I think you're the expert on you so I'll let you take it away. Thanks Kevin and your intro makes me sound way more impressive than I than I think I am but thank you for that. You're welcome. So, so if I were to do the history of Rob Raymond, I started, I lost my father young so I went through kind of a trial tribulation period, from the age of 15. Made it through high school, going to college and ended up joining the military and I had the privilege of serving, I wish Special Operations Command, I was specifically with 1st Battalion 5th Special Forces Group, which really created a foundation for much about the way I look at life. [1:59] When I got out of the military did what most normal people do when they get out I have my first j.o.b., and by the time I was I think 26, 27 years old I had my first position of equity that. [2:12] If somebody offered me to help them come run their company after that I ended up with a A partnership that my partner and I built three different organizations together over a. Of about a decade. [2:25] We had the the joy of selling one and then I liquidated to him about a year after that. [2:32] I was about to jump in and do it a 4th time and I woke up at 3 in the morning told my wife I think I'm going to I got the funding from the bank and told her I had never had never going to happen had a an actual work for somebody else position for a very long time and. [2:49] Don't ask me why but I interviewed for some jobs and I ended up becoming a business analyst working for another firm. [2:56] And was quickly one of the top four, five people in that firm for for the next 11 years of my life...

WTR knows a great way to rebel against the what’s expected with a regular 9-5 job, is to become your own boss. Enter, the entrepreneur. Tony Salloum, President and founder of VAC Motorsports (http://www.vacmotorsports.com/) in Philadelphia, has done just that for 35 years. Follow Tony’s story as he talks about his passions and gives his blueprint for success. Tony Salloum tony@vacmotorsports.com VAC Motorsports (http://www.vacmotorsports.com/) 1-(215) 462-4666 2501 Snyder Ave. Philadelphia, PA 19145 (https://goo.gl/maps/Jd2UsnvzcBt44TtC8) VAC Facebook (https://www.facebook.com/vacmotorsports/) VAC Instagram (https://www.instagram.com/vacmotorsports/) (#) Transcript [0:00] Wealth tactic Rebels. Ingenious tactics to accumulate wealth. For people who see things differently. [0:18] Welcome to another discussion Wealth Tactic Rebels. The podcast for people who see things differently. I'm your host, Kevin Dumont, and I've been thinking differently in the wealth field for well over 10 years now. Today I'm joined by a guest, Tony. Hi Tony. How are you? Good, Good. How are you Kev? Doing wonderful, having, having you you. Wonderful having you too. Wonderful being with you, on this podcast. Fantastic Tony, we love having you here, it's good times. This is not commonplace I would I would believe for my industry. At least not in the wealth building industry. Perhaps not, but Tony is an entrepreneur, and the wealth building industry, well, entrepreneurs love to build wealth. I think that's a rather fitting tale. a lot of people start their lives with a job and a career, and they think that's the path they're going to go down. They might find out later that they want something more out of life. They want to make their own job, career, path; become an entrepreneur, have their own business, Tony is with VAC Motorsports. The founder of that. VAC has been around for 35 years this year. He's done quite well with that. [1:37] And like many people he started, well as a regular job, and eventually found out that he wanted something more. There was some other bug that was biting him that he had to, he had to scratch that itch. Yah, yah. It's true you know from when I was a little kid, my dad had a repair shop and he would take me to the repair shop at the age of eight really I started going. Started tinkering with cars. [2:03] We're talking in the early 70s, everything used to be repaired not like today's industry where you know it's just a lot of parts swapping so, engines used to be rebuilt alternators used to be rebuilt, shortly after my dad hurt his back and then decided that they didn't want to be in the automotive industry and then he had a thing for you know the kitchen as well so Middle Eastern cuisine called saloons Middle Eastern cuisine. [2:38] In South Philadelphia. Well that took me out of my element. I did continue to work on cars because cars were my passion even at the age of 13 14 I would crawl under the cars on the streets of South Philadelphia, Oldsmobiles in Fords and Chevys and so forth and you know they used to have a lot of well pump failures back in the day it was commonplace for me to drop in oil pan on one of those big American beats in the Streets 2 pump replacement, distributor repairs and so forth so that's kind of you know how far back it goes, interesting story that will lead the way into the BMW Marketplace for me, when I was in 6th grade I went to school called Masterman, Julia R Masterman, which is actually probably the number one rated School currently in the city of Philadelphia. [3:35] And we used to learn everything in that school, from home economics to printing class and so forth. So back then we used to do typesetting, And typesetting, for those that don't know, it's actually when you know magazines and newspapers were printed you just have to do typesetting used to take the, the...

Don’t miss this captivating and informative WTR interview of Paul Moore as he shares how he has learned to create enduring wealth through commercial real estate. And you don’t have to be as wealthy as you might think to take advantage of his wealth strategies. At WTR, we have a core belief that there’s more to be had by avoiding losses rather than just chasing a rate of return.  You also know we believe there’s wisdom to be learned from entrepreneurs who have achieved success in their lives. Join us as WTR talks with Paul Moore of How To Lose Money podcast. (http://www.howtolosemoney.com/) Paul has a great story to share, from his early days of working a regular career at Ford, to discovering he had a passion for being an entrepreneur. We talk about the importance of speculating versus investing. Paul shares his progression into real estate and why his experience, and wanting sustainable wealth for him and his family, led him to commercial real estate. We talk about the reality of real estate investing versus reality TV real estate investing. Paul also shares some great tips on how to pay less taxes. And so much more. Ingenious tactics to accumulate wealth, for people who see things differently. Paul Moore paul@wellingscapital.com Wellings Capital (http://www.wellingscapital.com/) How To Lose Money Podcast  (http://www.howtolosemoney.com/) Paul’s LinkedIn URL  (https://www.linkedin.com/in/paul-moore-3255924/) Paul’s Twitter URL (https://twitter.com/multifamilypaul) (#) Transcript [0:00] Wealth Tactic Rebels, ingenious tactics to accumulate wealth, for people who see things differently. [0:16] Welcome to another discussion with wealth tactic Rebels. The podcast for people see things differently. I'm your host Kevin Dumont and I've been thinking differently in the wealth field for well over 10 years. [0:28] And today I am joined by a guest, Paul Moore. Hi Paul, how are you? Hey Kevin great to be here. Fantastic! I love having you here Paul today. It's a nice sunny day, I'm feeling the energy today. Yah, me to it's going to be a great day. The day after April 15th right, so we got past that, that mound. You know a lot of people are smiling on April 15th, though. And sum are not smiling as much hopefully your audience is among those who are smiling, on tax day. Yah, I hope so! I hope so! [1:01] That's always a mixed bag there I think. Yeah right. So Paul is an entrepreneur, and he started, as a lot of people have, working a regular job, he was in a management track, over at Ford Motor Company. And he eventually found out that he wanted to do something else, that wasn't his [1:21] I don't know, cup of tea I guess you could say. right. He's now into real estate, commercial real estate investing specifically, but I would love to give you the details but I think, Paul, I think you're probably better tell your own story that I am. All right. Well yeah I got an engineering degree actually and then and that was my first mistake and I got an MBA, which was, hopefully, hopefully a better move from me and I went to Ford Motor Company I really like Ford, Kevin. But I found that I was always doing something on the side, I was trying to start a property tax Consulting business or an oil change shop for goodness sakes, in, ah, Farmington Hills Michigan. So I eventually started a P.E.O. which is a professional employer organization which is an HR Outsourcing company with a couple friends we do that for about five years end, I was finalists for entrepreneur of the year a couple times in Michigan and I. Got an offer from a publicly traded company to buy our company and so I thought, well this is a great opportunity to retire, or semi-retired in my mid-30s and so I sold the company. Add more money than I had since didn't have any idea how to invest thought I did, and I actually became a fairly miserable version of...

Did you know you’re waging a war every day of your life? It’s a powerful, often devastating war. It’s the WAR of YOUR CURRENT AND FUTURE LIFESTYLE. The good news is, you’re not alone. There’s help. Listen in as WTR discusses the war between your current and future lifestyle. We help you understand, and put into perspective, what is really going on. We will help you take possession of your biggest, little-known asset, so you can better determine if your current lifestyle is in balance with your future lifestyle. (#) Transcript [0:00] Wealth Tactic Rebels. Ingenious Tactics to accumulate wealth, for people who see things different. [0:19] Welcome to another discussion with wealth tactic Rebels the podcast for people who see things differently, I'm your host Kevin Dumont and I've been thinking differently in the well field for well over 10 years. Today we're joined by our co-host Brian. Hi there everybody Brian Dumont here, owner and manager of Dumont Wealth. Happy to be here Kevin. Happy as always to have you Bri. Looking forward to our discussion today. And today we're going to talk about lifestyle. [0:48] There's always a tension between our current lifestyle Desires and our future lifestyle reality, we're very good at sending our own lifestyle ever upwards, no one wants to move back down the lifestyle staircase, so to speak, to a lower lifestyle. So the Paramount question that arises today is a my spending my desired future lifestyle today. [1:13] Today we will look at this concept of Lifestyle in the context of how much we make how much we save and where that might leave us in the future will explore the tension between current and future lifestyle, and look at some honest ways to help evaluate where we're at because ultimately lifestyle is what we all dream of and dreams can sometimes become reality, We work to make that happen. [1:37] When we're trying to evaluate today's lifestyle versus our future lifestyle it's important to understand well potential. So let's discuss with Brian a little bit about well potential what that means. So what potential is a concept really that we can kind of used to hang our hat on when it comes to looking at our well rather looking at it on a monthly basis or an annual basis. And I were often used to thinking about how much money we make or how much we have based on the current balance in our accounts. [2:14] If you even pay attention to that and some people don't of course you know who you are. Or how much we have of a regular flow of income on a monthly basis. Or how much we have on an annual basis for instance when we file our taxes that's one way to look at it but the truth of the matter is well potential is a much larger concert it really looks at. Over our lifetime what can we learn and what can we save like that is because, once you do you can ask yourself is very important question and I didn't question is this if you knew your total life wealth potential. Songs for example would you treat it differently than thinking about it in small pieces that's the question. I don't know I don't know you know but when you look at something and you realize that really is an awful lot more than I thought you know if you think it well. I only make X dollars. [3:19] And you know it's not a big deal I can stand here and there it's just never going to head out to what I want anyway and I exercise with them. And it looks for the first time perhaps at what they're doing. Wealth and income potential leaders over their lifestyle it becomes a much different kind of thing so let's run a quick calculation together, maybe one or two just as an example so people can kind of think about that's okay. You're going to retire in 10 years at 65. Currently your income is 250,000 that income is growing over time of let's say a little bit above the inflation so that 5% a year. [4:10]...

WTR understands that successful entrepreneurs often have great stories to tell. Not to mention, there’s great wisdom and knowledge to be gained by listening to their stories. The model to success has already been achieved by successful entrepreneurs like Mike Watts. And now he’s made it his mission to give back to people in the hopes he can make a difference in their lives by helping them to get out of the rat race and into being a successful entrepreneur as well. Mike Watts is an experienced entrepreneur who has 6 startup companies under his belt, including founding three consecutive multi-million dollar companies in the last 10 years. Mike has successful exits from three companies, including one for over $6 million. He’s even struck a deal with Daymond John from Shark Tank. Mike currently serves as CEO of – The Mike Watts Show – (http://www.themikewattsshow.com/) focused on sharing the detailed stories of failures and successes throughout his start-up journeys, culminating in actionable and practical advice for aspiring entrepreneurs. Mike Watts mike@lovehandle.com The Mike Watts Show (https://themikewattsshow.com/) LoveHandle (https://www.lovehandle.com/) LoveHandle Facebook (https://www.facebook.com/lovehandletv/) Mike’s Facebook (https://www.facebook.com/mike.watts2) Mike’s Instagram (https://www.instagram.com/mikewatts/) Mike’s Twitter (https://twitter.com/mike100w) (#) Transcript [0:00] Wealth Tactic Rebels, ingenious tactics to accumulate wealth, for people who see things different. [0:19] Welcome to another the discussion with wealth tactic Rebels the wealth podcast for people who see things differently. I'm your host Kevin Dumont and I've been thinking differently over 10 years and today I am joined by Mike Watts. [0:34] Hi Mike how are you today? I'm doing fantastic Kevin how are you? I'm doing awesome. I'm glad to have you here today thanks so much for joining us. [0:42] Yeah glad glad to be here and I hope I can offer some value to your listener. Well I definitely think you can Mike. Mike, for our listeners here, of our interview today, he's a very successful entrepreneur has done over six different Ventures and seems to be going up with each one. [1:00] Yeah I'd like to give you the background of his whole story but I really think that the person is going to give you the most value in the best detail on that background is Mike himself so Mike why don't you listen in on, where you started how you got to where you are today yeah great Kevin well yeah I've always been the type of guy that that has some sort of side hustle going early days in middle school I was the guy with the candy in the backpack and no working punch rooms and and the hallway between classes try to put a little extra jingle in my pocket I need some people like you right, you know I started cutting grass and started washing cars anything I can do to make money all the way through High School, At 15 I went and got my first, real job getting a paycheck as I worked in a baseball card shop in that house because I love baseball cards super in the baseball cards the stock market in the next week it would go up in value or go down and you can buy them in a whole sale and trade it was a dream job for me and plus it was so then I can trade baseball cards and [2:17] Check out the passers-by if you know what I mean. I do know what you mean. I was always being high school in, we worked out great from there you know how to load a variety of different jobs and the traditional path, you know I was told the story right you do good in school so that you can go to college and that you going to do go to college and get a good job, your job so you can make me have a good paycheck and eventually retire when you're 65 and then you can do what you want exactly. 8 years into my professional career as. [3:00]...

Before the WTR interview with Martin Smith, VP of Security Mutual Life of New York, we had a very interesting conversation. Marty, as he often does, spoke with passion about why and what he’s learned, financially speaking, during his life and career. And I happened to hit record. Enjoy this Bonus Behind The Scenes episode with WTR. Martin Smith, CLU, ChFC; VP of  Security Mutual Life of New York (https://smlny.com/) msmith@smlny.com (212) 268-9440 https://smlny.com/ (https://smlny.com/) (#) Transcript [0:00] Wealth Tactic Rebels ingenious tactics to accumulate wealth. for people who see things differently. [0:17] Welcome to a bonus episode with Wealth Tactic Rebels. The podcast for people who see things differently. I'm your host, Kevin Dumont and I've been thinking differently in the wealth field for well over 10 years and today's episode is a bonus. During the interview we had with Martin Smith VP of security life Mutual of me or I had hit record and recorded part of the conversation that we were having prior to his interview. Martin Smith is a very passionate person and it really comes through in just about any discussion he has with anyone, I think you'll enjoy this bonus episode a bit of behind-the-scenes really with Martin Smith without further ado. [1:00] You know the funny thing about you in the funny thing now. [1:05] I do the things that I'm attracted to the infinite banking concept becoming your own Banker circle of wealth. Wealth and wisdom all these. I did really are based on people are fed up with what's really happening in the yard normal Financial Society. Yeah we believe that we've been lied to misled misguided about about money so the interesting thing to me is. I like, Len renier of wealth in Houston who always says he introduces himself he says I teach people how money works I know that's a big I know that's a big topic, think about for me, just in my own personal life I think it's taken me years taken me decades to finally run into these ideas circle of wealth in infinite banking that has led me to where I am financially today which makes me feel. [2:22] Secure safe working with certainty working with guarantee. Powerful difference in my own life personal and of course professional, cuz I am a proselytizer I like to go around saying hey I feel like I work for Nelson Nash and of infinite Banking and Don Blanton actually gave me a sign $5 bill say thank you for working. And promoting circle of wealth and also for Len renier because it's these ideas that I incorporate and I'm always trying to get. Agents who I work with to look into these Concepts and two practices. I always say just say the words just say the words and see how people are going to react. When you talk about hey I teach people how money Works what do you know today will determine where you will be. Financially 5 to 10 years from now I mean loser very loser powerful statements you know if I'm with if I'm thinking of Circle of wealth it's this idea. [3:34] I'm in the financial services industry with a very unique approach in. I help people find money that there. Losing unknowingly and unnecessarily when I say statements like that too, clients for agents what do you mean what are you they never heard of people and you know that's the funny thing because otherwise if you look at the television listen to people on the radio, what you going to hear is well do this do that but you know again everybody is listening how many how many millionaires listen to Suze Orman, you know how many millionaires listen to Dave Ramsey obviously you know nobody wants to be injected the great service to talk about ocean. But again those aren't the real steps that need to be taken in your own personal financial life in order to grow. [4:39] I think what's funny to me is that, looking at this book and reading a little story and it showed a...