Podcasts about big life financial

Overview: In this episode of the SMB Community Podcast, James Kernan is joined by Justin Maxwell, a partner at Big Life Financial. The discussion centers around exit planning, legacy creation, and strategic planning for IT professionals and business owners. Justin explains the concept of a fractional family office and how Big Life Financial offers comprehensive services that include accounting, investment management, insurance, estate planning, and boutique investment banking. He emphasizes the importance of starting with a clear end goal in mind, regular tax planning, and the benefits of proactive financial strategies. Justin also provides insights into innovative legacy planning methods, such as investing in your own business and creating family foundations. The episode concludes with practical advice for business owners and the availability of additional learning resources and courses from Big Life Financial.  --- Chapter Markers: 00:00 Introduction  00:28 Special Guest Introduction: Justin Maxwell from Big Life Financial 01:41 Understanding Family Offices and Their Importance 04:26 Strategic Planning for Business Owners 06:51 Tax Strategies for Business Owners 11:50 Exit Planning and Wealth Preservation 14:03 Innovative Legacy Planning Ideas 18:45 Courses and Coaching for Wealth Building 21:46 Final Thoughts and Contact Information 24:35 Closing Remarks --- About Justin Maxwell: Justin was a teacher and researcher before he started working with the BLF team in 2019. Justin discovered the entrepreneurial itch and quickly found that, like education, the financial and tax world loves to push everyone through the same square box. However, this doesn't work in education or finance. His mission is to change that approach and deliver holistic tax and financial solutions for fellow successful entrepreneurs.   Learn more about Justin at www.biglifefinancial.com Connect with Justin on LinkedIn at https://www.linkedin.com/in/justinmaxwellwealthpreserve/ --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

In this episode, you'll discover:How to use business intelligence (data) to compress time and accelerate successRemarkable Standards (for KPI's) create context for your Team for what a Win! looks likeUnlock the 5 P's: Identify key constraints and correct them for maximum impactTransformation is an ongoing process—it requires adaptability and continuous learningThe 2 most critical questions that will refine your delegation process and optimize operationsEpisode Highlights00:46 – Learn how business intelligence starts with reducing drama by organizing, systematizing, and optimizing operations.03:28 – Discover why aligning your business with personal joy and energy is essential for sustainable growth and leadership.06:15 – Understand the role of the CEO as a Chief Energy Officer and how your energy determines your team and business performance.08:09 – Explore the sequence of operationalize, professionalize, and optimize—and why each phase must be approached strategically.10:14 – Learn why increased productivity and durability don't always mean profitability until the business is fully optimized.13:46 – Hear how upgrading systems and rebuilding teams is part of scaling and necessary for long-term success.16:21 – Discover why casting vision and seeing the bigger picture is the CEO's most important role during growth and transition.17:26 – Understand how measuring performance through KPIs and scorecards is foundational for optimization and accountability.20:02 – Learn how the accountability grid identifies which business domains are underperforming and who is responsible.22:58 – Get insight into the five-question fix framework: person, process, proficiency, priority, or project.26:40 – Explore how to improve outcomes by deciding whether to do more, do better, or do something different with key processes.28:04 - Dr. Eric DiMartino and Justin Maxwell from Success Partner, Big Life Financial discuss transforming high income into generational wealth. Uncover  how Big Life Financial supports chiropractors in optimizing their finances through strategic systems. They introduce the concept of ROE (return on emotion) alongside ROI, focusing on the peace of mind for business owners. Tune in to enhance your financial health and business success. Resources MentionedDownload your copy of the Accountability Grid and Remarkable Standards here: www.theremarkablepractice.com/podcast-ep300-acctgridTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: https://biglifefinancial.com/Schedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt  Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg  Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.

Sustainable success isn't about going faster—it's about building a business that supports your life, not the other way around.Dr. Lona sits down with Dr. Devin Vrana to discuss the seasons of growth, the importance of pacing yourself, and knowing when to shift gears in business and life. Dr. Devin shares her journey from high-volume, fast-paced solo practice to creating a business model that allowed for balance, family, and long-term fulfillment. They discuss how to avoid burnout, the power of mentorship, and how to align your practice with your personal vision for success.Key Highlights01:07 – Introduction of Dr. Devin Vrana and how she became a new coach in TRP, bringing energy and leadership to the community.03:14 – The danger of running too fast in business, how high-speed growth can become unsustainable, and lessons from early practice years.04:40 – A personal story about returning to practice too soon after childbirth, and the physical, emotional, and professional toll it took.06:37 – A life-changing moment—how her son's serious injury forced her to rethink her business model and create a more sustainable structure.07:42 – Why one-doc, high-speed, high-volume models aren't always the best long-term approach, and how different practice models can create freedom and longevity.09:22 – The power of mentorship and evolving beyond initial coaching frameworks to create a practice that truly aligns with your vision.12:39 – Why anchoring yourself in purpose (rather than outside expectations) is key to long-term fulfillment and sustainable success.14:03 – How the business world is shifting, and why modern practices need resilience, adaptability, and systems that work beyond just the owner.16:46 – The biggest mistake entrepreneurs make: following other people's definitions of success instead of creating their own.21:16 - Dr. Eric DiMartino and Justin Maxwell from Success Partner, Big Life Financial discuss transforming high income into generational wealth. Uncover  how Big Life Financial supports chiropractors in optimizing their finances through strategic systems. They introduce the concept of ROE (return on emotion) alongside ROI, focusing on the peace of mind for business owners. Tune in to enhance your financial health and business success. Resources MentionedFor more information about Big Life Financial please visit: https://biglifefinancial.comTo schedule a Strategy Session with Dr Lona: https://go.oncehub.com/DrLonaBuildPodcastTo schedule a Strategy Session with Dr Bobby: https://go.oncehub.com/DrBobbyBuildPodcastFollow Dr Bobby on Instagram: https://qr.me-qr.com/WOz1qy6E   Follow Dr Lona on Instagram: https://qr.me-qr.com/o2oFbovyLearn what it takes to be Remarkable!: https://theremarkablepractice.com/

In this episode, you'll discover:How to leverage the accountability chart—and why a 3-year vision is critical for sustainable growth.The two stages of building a high-performing, professional team.Why investing in the right people pulls your business forward.The key steps to increasing scalability, durability, and profitability.Episode Highlights00:51 - Learn how shifting from an owner-operator mindset to a CEO mindset is essential for building a scalable, durable, and transferable business.03:08 - Understand why professionalizing your team is a critical step in moving from laborer to leader and unlocking long-term growth.06:17 - Discover how operationalizing business systems creates predictability, enabling delegation and freeing up leadership bandwidth.08:50 - Explore the difference between amateur and professional approaches to leadership, hiring, and team development.11:16 - Gain insight into why personal growth as a leader is necessary to attract and retain a high-performing, professional team.14:29 - Hear why the "law of ones and threes" means that the systems and people that got you to one level may not be what takes you to the next.16:43 - Understand why top employees either stay for two years or twenty-two years, and how to create a career path that retains top talent.19:21 - Discover the importance of casting a long-term vision for your business and your team to ensure retention and engagement.22:14 - Learn why bringing in experienced professionals who have scaled larger businesses can accelerate growth beyond your current limitations.24:42 - Explore why delegating to those who can perform at 120% of your ability is a game-changer for business scalability.25:32 - Dr. Eric DiMartino and Justin Maxwell from Success Partner, Big Life Financial discuss transforming high income into generational wealth. Uncover  how Big Life Financial supports chiropractors in optimizing their finances through strategic systems. They introduce the concept of ROE (return on emotion) alongside ROI, focusing on the peace of mind for business owners. Tune in to enhance your financial health and business success. Resources MentionedDownload Your Copy of the Accountability Grid here:  https://theremarkablepractice.com/podcast-ep296-acctgrid    To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: https://biglifefinancial.comSchedule a Brainstorming call with Dr. PeteFollow Dr Stephen on Instagram: https://qr.me-qr.com/l/riDHVjqt  Follow Dr Pete on Instagram: https://qr.me-qr.com/I1nC7Hgg  Prefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes visit https://theremarkablepractice.com/podcast/ or follow on your favorite podcast app.

Don't get to the end of this year wishing you had taken action to change your business and your life.Click here to schedule a free discovery call for your business: https://geni.us/IFORABEShop-Ware gives you the tools to provide your shop with everything needed to become optimally profitable.Click here to schedule a free demo: https://info.shop-ware.com/profitabilityUtilize the fastest and easiest way to look up and order parts and tires with PartsTech absolutely free.Click here to get started: https://geni.us/PartsTechTransform your shop's marketing with the best in the automotive industry, Shop Marketing Pros! Get a free audit of your shop's current marketing by clicking here: https://geni.us/ShopMarketingPros In this episode, Lucas and David are joined by Derick Van Ness from Big Life Financial. Derick discusses the impact of state tax deductions on federal taxes, with a focus on high-income earners in states like California and New York. David shares his relaxed attitude towards financial management, explaining how he balances cash flow despite economic struggles. Derick also highlights the importance of having a reliable team and establishing a financial operating system for business owners. 00:00 Considering hiring a forensic accountant for business review.05:15 Evaluate current advisors; start with taxes.07:39 R&D entails credits for system upgrades efforts.12:01 Limiting state taxes as federal write-offs.14:52 Conference and event travel cause financial strain.16:31 Bank crisis caused financial ruin, power loss.23:02 Shop owners often overlook tax seriousness.24:00 CPAs busy auditing, rarely offer proactive advice.28:32 Automate savings early for financial security.31:46 Recommended savings percentage and retirement amount?34:07 Aggressively save; build income streams beyond business.36:10 Budget for two months' shop expenses buffer.41:50 Real estate improves over time with depreciation.44:54 Pursue passion freely, enjoy life without constraints.47:45 Alternative investments offer consistent income for retirees.50:21 Intangible capitals determine your EBITDA multiplier.52:27 Prepare for unexpected events despite profitability.55:57 Send info to stream on Facebook page.

In this episode, you'll discover:Knowing your numbers enables you to make decisions boldly and with peace of mindUnderstand the economics, because accounting is the language of businessThe Return-On-Investment vs Return-Of-Investment, know the differencePut on your Investor hat whenever you're hiring an associate and get your comp plans rightEpisode Highlights01:26 - The importance of the associate doctor relationship focusing on the compensation model to avoid common failures.04:22 - The need for maturity and sophisticated growth for successful chiropractic practice scaling.06:14 - Taking the long-term perspective when hiring, encompassing a three-year business view with ROI considerations.07:07 - Viewing business decisions with an investor mindset for future returns.10:07 - Importance of casting a vision for associates and ensuring they see growth potential.14:43 - Challenges in scaling chiropractic practices and the need for a structured system17:59 - The Seven-figure business framework based on revenue per employee (RPE) and patient visit metrics22:55 - Utilizing Revenue Per Employee (RPE) as a wellness metric for practice evaluation25:02 - The importance of assessing RPE regularly as a critical economic health indicator28:10 - The significance of data-driven decision-making in business leadership to avoid emotion-based choices34:56 - Join REM Coach, Dr, Chris and he sits down with Success Partner, Justin Maxwell from Big Life Financial. Justin shares his inspiring journey from grappling with financial ceilings to mastering wealth management, and how he now dedicates his expertise to helping chiropractic office owners achieve financial clarity and growth. Dive deep into Big Life Financial's unique family office approach, tailored specifically for high-impact businesses, and unveil the systems, strategies, and professional support that can drive significant returns on investment. If you're a chiropractic CEO looking to maximize your business's financial potential, this interview will provide invaluable insights on elevating your financial strategy and making a lasting impact. Resources MentionedWatch an instant replay of the "7 Figure Associate Doctor Compensation Plan Model" webinar here: www.theremarkablepractice.com/podcast-ep274-rem-asc-webinar  Register now for the Remarkable Attraction Immersion here: https://theremarkablepractice.com/attraction-immersion/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: https://www.biglifefinancial.com/ Subscribe to our newest podcast "Build Your Remarkable Practice" here: https://podcasts.apple.com/us/podcast/build-your-remarkable-practice-for-chiropractors/id1734107477  Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

On today's episode, we have Derek Van Ness, founder of Big Life Financial. Derick shares insights on how his company helps small business owners, especially dentists, reduce taxes and build long-term wealth. He explains key strategies for sustainable financial growth, emphasizing tax optimization and wealth-building outside the dental practice. Derick also touches on common pitfalls business owners face and the importance of strategic planning to maximize financial outcomes while minimizing tax liabilities. EPISODE RESOURCES https://biglifefinancial.com/mark https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In this episode, you'll discover:The 3 drivers that impact profit - and the one that stands above the rest Which has the biggest impact on profit: Increase Price by 1%?Decrease Cost / Expense by 1%?Increase Volume by 1%?The language of business is accounting, and you need to understand it.  Are you on track? Time to get your money metrics in order Episode Highlights02:20 - The significance of small actions, such as one encouraging word or going the extra mile, and how they can make a big difference.04:58 - The concept of the "1% rule" and its relevance to making a bigger impact and income in their coaching business.06:26 - The significance of profit margin and distributable cash in measuring the health of a business.07:25 - The 1% Rule: Increasing Price, Decreasing Costs, and Increasing Volume15:02 - A real-life example to illustrate how increasing price by 1% can significantly impact profit margin.19:46 - The importance of having the right mindset and tools, such as the "Remarkable Money Metrics" PDF, to guide business decisions.21:21 - Understanding business metrics and accounting to manage a business effectively.22:28 - Testing market responses to price changes and recognizing the potential impact on other metrics like referrals and retention.22:43 - The need for chiropractors to balance different metrics and recognize the competing numbers in their business.27:45 - Join REM Coach, Dr, Chris as he sits down with Success Partner, Justin Maxwell from Big Life Financial. Justin shares his inspiring journey from grappling with financial ceilings to mastering wealth management, and how he now dedicates his expertise to helping chiropractic office owners achieve financial clarity and growth. Dive deep into Big Life Financial's unique family office approach, tailored specifically for high-impact businesses, and unveil the systems, strategies, and professional support that can drive significant returns on investment. If you're a chiropractic CEO looking to maximize your business's financial potential, this interview will provide invaluable insights on elevating your financial strategy and making a lasting impact. Resources MentionedDownload your copy of the REM Money Metrics here: https://theremarkablepractice.com/podcast-ep269-rem-moneyRegister now for the Remarkable Attraction Immersion here: https://theremarkablepractice.com/attraction-immersion/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: https://www.biglifefinancial.com/Subscribe to our newest podcast "Build Your Remarkable Practice" here: https://podcasts.apple.com/us/podcast/build-your-remarkable-practice-for-chiropractors/id1734107477  Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Rick Sapio is a brilliant, battle-hardened business mind with a soft-side.  Rick's experience inside and outside of the Chiropractic Industry - specifically around EXITING and building businesses to sell them -  lends him a sharp insight into how to best build your chiropractic practice with EXITING in mind.  Listen in on the first of several conversations between Dr. Stephen Franson and Rick and discover: How to turn your job into a businessThe importance of Core Values and Values-Based Decision MakingThe critical nature of separating the Founder from the Brand and the BusinessHow to create permanence in your offering and processCreating Uniformity and building a World Class TeamHow to build a business that is bigger than you!Creating the business that will attract your Ideal Buyers (eventually)Episode Highlights00:41 - Optimizing business for sale with a focus on exit strategies.01:51 - Rick shares his background in helping his business and chiropractic expertise optimize exits.07:17 - The shift from a culture of resourcefulness to victimhood, with a focus on entrepreneurial parents training their children to be resourceful rather than victims.11:36 - The shift from a culture of resourcefulness to victimhood, with a focus on entrepreneurial parents training their children to be resourceful rather than victims.14:24 - The concept of the Business Frame, starting with the purpose of the business and catalyzing statements to inspire employees and potential partners.16:57 - The importance of values-based decision making for business success.24:08 - The value of commitment and permanence in achieving success.29:58 - Creating a community and having a clear purpose and values to build referability.32:39 - The importance of soft skills in business, such as purpose, values, and decision-making philosophy.35:03 - The need for business owners to prepare themselves and their businesses for exit, avoiding language barriers and tactical mistakes.39:52 - Join REM Coach, Dr, Chris as he sits down with Success Partner, Justin Maxwell from Big Life Financial. Justin shares his inspiring journey from grappling with financial ceilings to mastering wealth management, and how he now dedicates his expertise to helping chiropractic office owners achieve financial clarity and growth. Dive deep into Big Life Financial's unique family office approach, tailored specifically for high-impact businesses, and unveil the systems, strategies, and professional support that can drive significant returns on investment. If you're a chiropractic CEO looking to maximize your business's financial potential, this interview will provide invaluable insights on elevating your financial strategy and making a lasting impact. Resources MentionedRegister now for the Remarkable Attraction Immersion here: https://theremarkablepractice.com/attraction-immersion/To learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: https://www.biglifefinancial.com/Subscribe to our newest podcast "Build Your Remarkable Practice" here: https://podcasts.apple.com/us/podcast/build-your-remarkable-practice-for-chiropractors/id1734107477  Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

"Dreaming big is the first step towards wealth creation!" Journey with Justin Maxwell and Victor Pribyl from Big Life Financial as they unpack effective wealth management strategies specifically for chiropractors like you. Discover the importance of shifting from a middle-class mindset to adopting a wealth-building mentality as your income grows. Dive into discussions about the benefits of automated systems for personal cash flow management and how building a tax team can enhance tax efficiency. Learn to fortify your online reputation, always be "exit ready," and leverage your impact and wealth by acquiring multiple practices. Get ready to reshape your mindset and trust in your potential for significant growth and wealth creation. Interested in more wealth strategies from Justin and Victor? Check them out at https://www.biglifefinancial.com/.  Welcome to the Clinic Growth Secrets Podcast where we give an insider's look into what the top 1% of clinic owners are doing differently to get more patients, make more profit per patient, and keep them longer. Inside you will find actionable tips, tricks and strategies that you can implement into your personal clinic to create massive growth that allows you to help as many people as possible. Made with a lot of hustle and a boat load of heart. Hosted by Jeff Van Kampen. If you found this content valuable I hope you leave us a 5-star review, and if you want more content like this head over to our free Facebook community or check us out at https://www.accelerateyourclinicgrowth.com/bookacallpodcast  Follow Jeff Van Kampen's Socials: LinkedIn | Instagram | Facebook | CGA

Are you looking to build financial freedom?  Do you want to be the financial inflection point in your family? Are you ready to make the shift from generational income to building generational wealth? This episode is for you.  Listen in as Dr. Stephen interviews one of his financial advisors, Justin Maxwell of Big Life Financial.The financial foundational five:How to set up your cash flow systemHow to optimize your student loan repaymentThe practice debt solutionAvoiding “death by a thousand cuts” with unnecessary feesThe highest and best (and safest) use of your investment dollarsEpisode Highlights01:37 - The need for specific wealth-building strategies for chiropractors, particularly for new doctors and those looking to grow their practices.05:47 - The importance of setting up a cash flow system early on to avoid overspending and miss out on the compound effect of investing08:10 - Setting up a “Rainy Day Fund” is an investment in peace of mind and is foundational to the beginning of the financial journey.14:25 - The value of automaticity in making financial decisions, so they become second nature and don't require constant decision-making.18:45 - Prioritize debt reduction and develop the "muscles of abundance" to attract clients and create a successful business.21:45 - Capturing wealth through businesses delivering value, not just increasing revenue.23:12 - Tax strategy should be seen as a holistic approach throughout the career, not just a yearly reactionary measure.27:33 - Save money by having a team member scrutinize expenses and find areas for cost-cutting.33:26 - The value of taking risks and enduring challenges to reap the benefits of business ownership, including strategic tactics and belief systems. Resources MentionedTo learn more about the REM CEO Program, please visit:  http://www.theremarkablepractice.com/rem-ceoBuild your dream team with Chiro Match Makers. Learn more at https://chiromatchmakers.com/Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

What if you were sitting on a goldmine of tax credits without even knowing it? You're not going to want to miss this extremely valuable interview with Derek Van Ness, founder and CEO of Big Life Financial, as we reveal hidden tax advantages for your small business. With his vast experience in finance, marketing, real estate, and wealth strategy, Derek takes us through an eye-opening journey into the world of the Research & Development (R&D) credit, a tax advantage many shop owners are unaware of. Additionally, we touch on the Employee Retention Credit? This could still be your tool for saving up to $26,000 per employee! Unsure of how mindset and self-development play a crucial role in your business? Derek, who has mentored over 1500 business owners, is here to enlighten us on this often-overlooked facet of entrepreneurship. Listen in as he discusses his journey through sales, real estate investment, and his eventual destiny in founding Big Life Financial. You'll learn why leaning towards self-development can be the catalyst you need to propel your business to the next level.  Whether you're running an auto service shop or a collision center, our discussion with Derek is a goldmine of information that promises to empower you with strategies to not just survive but thrive in today's economy. Join us as we dive into the financial errors you, as a small business owner, might be making. Derek will share insights on controlling expenses and balancing sales and profits. He will also tear down the misconception that your CPA will automatically snag all the tax breaks for you. Don't miss this enlightening conversation that could potentially save you thousands of dollars on your business taxes!Guest Info:Derick Van Ness -CEO/Founder of Biglifefinancial.com - derick@biglifefinancial.comWebsites:  https://www.biglifefinancial.com/tax-rebates or  bringpurposetolife.com LinkedIn: linkedin.com/in/derickvannessBook your FREE 15-min call w/ Derick CLICK HERE or go to www.biglifefinancial.com/MWSupport the showJoin our Mind Wrench mailing list!

Derick Van Ness of Big Life Financial is spilling more tax-related secrets, and just in time for the end of the year. He talks with Kiera about tax strategies you have and haven't heard about, including tax-smart investments, when tax planning should start, and how to make dollars productive instead of consumptive. Episode resources: Learn more about Big Life Financial Download for free: Tax Strategies Your CPA Isn't Telling You Get in touch with Derick directly: derick@biglifefinancial.com  Listen to episode 693, Strategically Prepare for Economic Downfall Listen to episode 511, Tax Time: Getting the Most Bang For Your Buck Listen to episode 462, Get Tax Savvy Reach out to Kiera: hello@thedentalateam.com  Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast

Your Practice Design / Look and Feel Speaks Volumes to The Marketplace3 Key Features of a Remarkable Practice designDon't Make these expensive mistakesDesign the practice that represents your Mission and Service - without breaking the bankDesign it and build it the right way - the first timeYour practice can be built in stages - and phases…what's best for you now? Episode Highlights01:47 - Your physical space is a visual representation of your brand.04:47 - Throughout the stages of launch, build, scale, and exit there is a need for upgrades and improvements in both the physical space and the overall experience of your patients. 08:25 - Creating a vision is important for success which includes the physical space of your practice.  Consider various aspects such as practice style, equipment, team members, patient flow, and additional services. 14:48 - Building your dream team for the architectural design of your space. 19:13 - In your space, start clean and minimalistic, don't clutter with unnecessary items or even expensive ones. 24:14 -The importance of continuity of your brand in all aspects of your business. 30:00 - Stay tuned as Dr. Pete is joined by Success Partner, Justin Maxwell of Big Life Financial. Justin is passionate about helping individuals and businesses keep more of their hard-earned money through automation, systemization, and simplicity. Listen as he shares valuable insights about automated savings and the importance of building a financial foundation for long-term success and reveals how automating your savings can free you from financial stress and uncertainty, allowing you to invest in what truly matters to you. About Our GuestCarolyn Boldt is personally passionate about holistic health and wellness, and an outspoken advocate that the environment of your space impacts your success.With over 40 years of experience in the commercial interior industry, she holds a BS in Interior Architectural Design from University of Texas at Austin, is NCIDQ Certified, a Registered Designer, a LEED AP, and Professional Member of IIDA/International Interior Design Association.In 2004, she and her husband, Scott, co-founded CrossFields as a design-build firm in Atlanta. In 2011 they changed their focus to expand the impact of holistic health by elevating the public's image of alternative medicine through virtually creating outstanding healing environments nationwide.Carolyn loves to spend her time with her 8 wonderful grandchildren, involvement in church and community activities, traveling, and boating on the lake with her husband.https://crossfieldsdesign.com/ Resources MentionedFor more information on the REM Launch Program please visit: www.theremarkablepractice.com/rem-launchFor more information about the Attraction Immersion, please visit: https://theremarkablepractice.com/2023-attraction-immersion/Build your dream team with Chiro Match Makers. Learn more at https://chiromatchmakers.com/For more information about Big Life Financial please visit: www.biglifefinancial.comSchedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

JDew interviews Justin Maxwell of Big Life Financial in Salt Lake City, Utah. Big Life believes that each individual is their own greatest asset...but, many people have money leaving them unnecessarily that limits that person's potential. Justin and his team says that each American business owner is OVERpaying at least $11k to Uncle Sam and the IRS. Big Life loves to fix those leaks. Connect with Justin at https://www.biglifefinancial.com/ Infinite Banking Interview-Justin Maxwell.mp3F [...]

What if you were sitting on a goldmine of tax credits without even knowing it? You're not going to want to miss this extremely valuable interview with Derek Van Ness, founder and CEO of Big Life Financial, as we reveal hidden tax advantages for your small business. With his vast experience in finance, marketing, real estate, and wealth strategy, Derek takes us through an eye-opening journey into the world of the Research & Development credit, a tax advantage many shop owners are unaware of. Additionally, we touch on the Employee Retention Credit? This could be your tool for saving up to $26,000 per employee! Unsure of  how mindset and self-development play a crucial role in your business? Derek, who has mentored over 1500 business owners, is here to enlighten us on this often-overlooked facet of entrepreneurship. Listen in as he discusses his journey through sales, real estate investment, and his eventual destiny in founding Big Life Financial. You'll learn why leaning towards self-development can be the catalyst you need to propel your business to the next level.Join us as we  dive into the financial errors you, as a small business owner, might be making. Derek will share insights on controlling expenses and balancing sales and profits. He will also guide you through the deadlines to fully benefit from these credits. Don't miss this enlightening conversation that could potentially save you thousands of dollars on your business taxes!Guest Info – Derick Van Ness -CEO/Founder of Biglifefinancial.com Website:  https://www.biglifefinancial.com/tax-rebates LinkedIn: linkedin.com/in/derickvanness  Click here

Join tax and wealth strategist Justin Maxwell as he shares his journey from playing it safe to finding passion and fulfillment through entrepreneurship. Discover how Justin overcame his fear of failure to help small business owners keep more of their money and make intentional investment decisions. If you want to save money and make your money work for you, all while adding more value to your community, then this episode is perfect for you.In this episode, you will be able to:Uncover unique wealth-building approaches tailored for small enterprise ownersBe motivated and inspired to triumph over the dread of failure and become an unwavering entrepreneurObtain little-known tax and investment insights towards your financial journeyGet to know Justin Maxwell, a skilled tax and wealth strategist, who focuses on helping small business owners retain and grow their profits while making conscious decisions about their investments. After years of successfully saving entrepreneurs millions of dollars in taxes and unnecessary expenses, Justin has become a trusted advisor to many business owners around the country. Join us as he discusses his journey of overcoming the fear of failure in entrepreneurship. With Justin's unique perspective on tackling this common fear, listeners will gain valuable advice on facing their own anxieties to reach their full potential in both their personal and professional lives.“You have to create a creative, abundant type mindset of problem-solving. Even if you're a logical person like myself, you can still be creative with your problem-solving. And I think that's needed as an entrepreneur.”“You have a lifetime to live life and achieve everything you're doing. So you can put your business on pause for a day and go spend time with your family and you're going to be just fine because there's not an end goal. It's your life you're living and you don't have to measure yourself from other people's success.”“So the money is not important, but you still need money to experience life, to have the finances, to have powerful relationships, to have good health, to even typically, oftentimes to have a good relationship with whatever faith you're involved in. If that's not solved, all those things typically suffer.”Adversities Justin had to overcome:· Fear of failure· Settling into his “comfort or safe zone” only· Not brave enough to live up to his true full potential· Marriage challengesAbundance Justin created:· Being intentional about what he really wanted to achieve· Was a school teacher· Had a Master's Degree· Being a tax and wealth strategist with a primary focus on helping the small business owner/s keep more of the money they're making and then make deliberate decisions about where they put it so they can grow it safely and maximize their valueLessons from Justin's adversities· Take risks and push beyond the point of failure in order to realize your full potential· Invest in education or resources· Prioritize intentional reflection and goal setting in order to create a fulfilling and purposeful lifeEfficiency in Wealth ManagementEffective wealth management is crucial for entrepreneurs and individuals who wish to maximize their financial potential and live a life of abundance. An efficient approach to managing finances includes intentional planning, careful investments, and continuous monitoring to ensure alignment with short and long-term financial goals. In his conversation with Jamie Bateman, Justin Maxwell discusses the importance of managing wealth effectively, an integral aspect of his work at Big Life Financial. Justin's team helps clients identify tax-saving opportunities, make strategic investments, and be more deliberate about allocating funds to various aspects of their lives. This efficient approach to wealth management has allowed their clients to enjoy the benefits of pursuing both their personal and professional goals without sacrificing financial stability and security.Finding Fulfillment in WorkIn today's fast-paced world, finding fulfillment in our careers is essential to our overall well-being. Working merely for monetary reasons prevents us from realizing our full potential and can lead to dissatisfaction and burnout. Instead, pursuing fulfilling work that aligns with our passions, strengths, and values can help us achieve long-term success and happiness. Justin Maxwell's story highlights the importance of finding work that provides satisfaction and a sense of accomplishment. His exploration of various career paths eventually led him to discover his passion for finance and numbers. By focusing on his strengths and interests, Justin was able to build a successful business centered around helping others achieve financial success. His story serves as an inspiration and reminder that the quest for fulfillment in our work is a worthwhile endeavor.Books and ResourcesBook Yourself Solid: The Fastest, Easiest, and Most Reliable System for Getting More Clients Than You Can Handle Even if You Hate Marketing and SellingConnect with Justin Maxwell:WEBSITE: https://www.biglifefinancial.com/LINKEDIN: https://www.linkedin.com/in/justinmaxwelltaxspecialist/Connect with usWEBSITE: https://www.adversity2abundance.comLeave us a rating or review: https://www.adversity2abundance.com/reviews/new/ or hereGot comments, feedback or suggestions? We'd love to hear it! https://www.adversity2abundance.com/contact/ Follow Labrador LendingWEBSITE: https://labradorlending.com/YOUTUBE: https://www.youtube.com/channel/UChYrpCUlqFYLy4HngRrmU9Q Connect with JamieLINKEDIN: https://www.linkedin.com/in/jamie-bateman-5359a811/TWITTER: https://twitter.com/batemanjames

In this episode, you'll discover:Assess the Past, Apply in the Present and Ascend into the Future How the 4 Domains of your practice evolvesYou are being groomed right now for what happens Next and UltimatelyGrow up and grow into the leader your business calls for Next Episode Highlights04:34 - The first shift that must happen is an identity shift. 07:12 - An overview of the three step ascension process from owner to CEO.12:51 - The demand and value of chiropractic is increasing so we need more leaders to continue to step up in our profession.15:15 - The Life of Probability vs the Life of Possibility21:06 - Recognize when a team member needs a slip-in check in order to help them become better leaders.25:32 - Dr. Pete sits down with Success Partner Justin Maxwell from Big Life Financial, who is passionate about helping people keep more of the money they make through automation, systemization, and simplicity. Listen in as they discuss the importance of automated savings and how it can lead to financial independence, as well as the common pitfalls many people face when it comes to managing their money. Resources MentionedTo learn more about the REM CEO Program, please visit:  www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: www.biglifefinancial.comSchedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Derick Van Ness of Big Life Financial gives us a savings strategy that works. Episode 2127: A Savings Strategy that Works by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2017/12/11/a-savings-strategy-that-works Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalHealthDailyDietNutritionFitness Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial gives us a savings strategy that works. Episode 2127: A Savings Strategy that Works by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2017/12/11/a-savings-strategy-that-works Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalHealthDailyDietNutritionFitness Learn more about your ad choices. Visit megaphone.fm/adchoices

At Voices of Dentistry, Russ and Clint met Derik Van Ness who owns Big Life Financial.  We initially begin discussing the Employee Retention Credit which neither of us knew anything about and moved on to other topics in financial advice and tax strategy.  While Derik is not a CPA, he works with CPAs to do a lot of the leg work to help make sure that you aren't paying more in taxes than you should.  If you want to learn more about Derik and his company, go to Big Life Financial.

This week we have a great conversation with Derick Van Ness, a tax and wealth strategist and founder of Big Life Financial. We cover Derick's top tips for wealth management (which may surprise you), why you should still look into ERC even if your CPA says you don't qualify, and surprising information on the R&D tax credit and how garage door businesses may be able to qualify for it. To schedule a free consultation with Derick, visit http://BigLifeFinancial.com/torsion Derick Van Ness is a Tax & Wealth Strategist for Dentists, Doctors, and other small business owners who are great at what they do, but not as well versed in the intricacies of taxes and building wealth. He has an uncanny ability to make complex topics easy to grasp and his clients constantly appreciate his ability understand the unique needs of being an entrepreneur. Derick is passionate about helping people get the “money game” figured out so they can begin living their BIGGEST LIFE as soon as possible. He deeply believes each person has something unique and valuable to contribute to the world and his mission is to eradicate money as a barrier to his clients creating a life they adore. His team at Big Life Financial uses little known tax and financial strategies to help clients drastically and legally reduce their taxes and build “money systems” to ensure they build wealth quickly and safely. The combination of the two can create exponential results and the confidence that goes along with having a true plan and knowing how to execute it! In his free time Derick loves racing sail boats, creating art, west coast swing dancing, and traveling with his wife Jacqui! He currently lives between Saratoga Springs UT and San Diego CA after spending 20 years living all across the US including Washington DC, Brooklyn, Texas and Los Angeles. Find Derick at: http://BigLifeFinancial.com/torsion derick@biglifefinancial.com LinkedIn: DerickVanNess Find Ryan at: https://garagedooru.com https://aaronoverheaddoors.com https://suchnsuchmedia.com Check out our sponsors! Sommer USA - http://sommer-usa.com Surewinder - https://surewinder.com --- Send in a voice message: https://anchor.fm/torsion-talk/message

Thanks for tuning-in today for a new episode of Thriving Practice. In today's episode, I'm speaking with Justin Maxwell of Big Life Financial.  Our conversation covered a lot, with a strong focus on how to reduce the financial stressors that you will likely experience along the way in your career. I recommend you take notes and reach out to Justin if you're curious about paying down student loans or learning more about how to take charge of your wealth. If you're in healthcare, you likely have student loans. So, you'll want to listen closely to what Justin says about paying off your loans, and how you might be able to capitalize on the tax code that can help you bring your payment down substantially to zero, or nearly to zero.  His parting wisdom is: Don't let the tax tail wag the dog and dictate your financial life. There's a better way to do this. Learning how to get your hard-earned money to work for you is something we hear about a lot, and this conversation with Justin highlights several ways to make that happen.  Bio: Justin Maxwell is a tax and wealth strategist. He helps business owners, particularly medical professional business owners, plug money leaks, become more efficient with the money earned and create the certainty needed to live a big life. He has helped hundreds of business owners around the country saves tens of millions of dollars in taxes and student loan interest. He is married to a beautiful woman and the father of three rambunctious boys. Most people coach you on how to make more money or how to grow your money. Justin focuses on helping you keep the more of the money you already earned.   Find Justin: Phone: 801-882-1377 Email: justinm@biglifefinancial.com License #767041 LinkedIn Website Connect With Us: Schedule Strategy Session with Tracy Tracy's LinkedIn Business Page LinkedIn

Derick Van Ness of Big Life Financial tells us how we can make good financial decisions. Episode 1633: How to Make Good Financial Decisions by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/11/4/how-to-make-good-financial-decisions  Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalRelationshipsDailyMarriageParenting Learn more about your ad choices. Visit megaphone.fm/adchoices

Listen into Part 2 of a conversation with our Remarkable CEOs Dr. Pete Camiolo and Dr. Stephen Franson talk about sending Sam Franson off to freshman year in college with some words of wisdom…they may just help you become a better leader at home and in your business. 7. More money, more options8. If you want to make millions of dollars, help millions of people9. It's wicked hard - but it's worth it10. Put it on the calendar11. You can always choose your attitude12. God is in charge - and he is good. Do you know someone who needs to hear this?  Please share!  Thank you! Episode Highlights03:04 - Have aspirations and big dreams and but don't allow yourself to be led into materialism and entitlement.07:06 - Shift your focus from just making money to adding value by solving problems for people.11:17 - The struggle is intrinsic to being able to enjoy and take advantage of whatever is on the other side of that wall.14:20 - Once you start valuing your time, and you recognize it's just such a limited resource, you become very careful about how you spend it.16:59 - Although you may not be able to change the situation, you can change your experience of it and your performance inside of it.18:55 - You may know what you want as far as an outcome, but God knows best and He's got a great plan for you.21:01 - Don't miss Dr. Stephen's interview with TRP Success Partner, Justin Maxwell from Big Life Financial.   Uncover how BLF helps business owners, as they experience growth, to maintain as much of their financial gains as possible through tax strategies, insurance, and a holistic approach to what the individual doctor values.   Resources MentionedTo learn more about the REM CEO Program, please visit: www.theremarkablepractice.com/rem-ceoFor more information about Big Life Financial please visit: www.biglifefinancial.com/Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Do you have a budget for your time, energy, and focus like you do for your money? You've heard us say that the CEO is the Chief Energy Officer – because your business is a reflection of your energy…your energy and your team's energy. But did you know that you are also the “CFO”?  (And we aren't talking about money, here.) You are the Chief Focus Officer! Your job is to COLLECT and DIRECT the FOCUS of your team so that collectively you will achieve what's important now and what's important next.In this episode, we help you reevaluate Your ROF: The return on investment of your focus. Episode Highlights03:00 - Focus on the outcomes is not necessarily what you want to be doing but rather the behaviors that are driving the outcomes.04:56 - Collect and Direct the four limited resources of your organization; time, energy, focus, and money8:49 - If it doesn't feel like you're making progress, stay in it, because it's the little things that accumulate over time to create momentum.11:13 - Do you have a budget for your time, focus, and energy?15:41 - When you're consciously focusing on something, the mind is incredibly efficient and effective, it blocks everything else out19:30 - As a CEO you are actually the CFO, the Chief Focus Officer, directing your practice to focus where it needs to be22:58 - This consciousness of focusing is how you take your job and turn it into a business25:51 - Don't miss Dr. Stephen's interview with TRP Success Partner, Justin Maxwell from Big Life Financial.   Uncover how BLF helps business owners, as they experience growth, to maintain as much of their financial gains as possible through tax strategies, insurance, and a holistic approach to what the individual doctor values.   Resources MentionedTo register for the Conversion Retention Immersion, please visit our site here: https://theremarkablepractice.com/upcoming-events/For more information about Big Life Financial please visit: www.biglifefinancial.com/Schedule a Brainstorming call with Dr. PeteDr. Stephen's LinkedInDr. Peter's LinkedInThe Remarkable CEO WebsiteDr. Stephen's Book – The Remarkable Practice: The Definitive Guide to Build a Thriving Chiropractic Business

Derick Van Ness, founder and wealth strategist at Big Life Financial, is back because … it's tax time! In this episode, Dental A-Team listeners are students of the tax world. Derrick gives his advice on how to save money on taxes, what the right tax advantage investments look like, donation strategies, taxation tier levels, and a ton more. Episode resources: Learn more about Big Life Financial Book your FREE tax strategy session Get in touch with Derick directly: derick@biglifefinancial.com  Listen to episode 462, Get Tax Savvy Reach out to Kiera Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast on iTunes

Tax Strategies Most Business Owners are MissingDerick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial, is focused on removing the mystery and misinformation surrounding money and financial strategy. Furthermore, so people can live their BIGGEST LIFE!Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money.His mission is to eradicate that fear To Educate on dentist tax strategies, and fundamentally change the way that people think about and utilize money within the next generation. Derick's company can help anyone, but is specifically focused on small business owners. Also, it has already helped 1000's of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results!In his free time, Derick enjoys racing sailboats, creating art, and competing in WestCoast Swing dancing. He currently lives in his hometown of Draper, Utah after spending 20 years away living all over the US including: Washington DC, Brooklyn,Texas, and Southern California.CONNECT with Derick Van Ness:310-621-2980in:/derickvannesshttp://BigLifeFinancial.comderick@biglifefinancial.com@biglifefinancialWant to learn more about Big Life Financial?Visit: BigLifeFinancial.comTo Find and Listen to all of The Dental Brief EpisodesVisit:  dentalbrief.comOur Sponsor: OmniPremier.com

Our guest today, Derrick Van Ness, is the Founder of Big Life Financial. He joined the DSI crew at the latest mastermind to discuss a few strategies on how to increase net income. In fact, there is probably enough content in this two part show to put an extra 50k in your pocket every year. Tune in for some nuggets how to keep more of your money, and predictably grow your nest egg year over year. EPISODE RESOURCES Subscribe to The Dentalpreneur Podcast Visit the Dentalpreneur Podcast website Write a Review on iTunes Dental Success Network

Our guest today, Derrick Van Ness, is the Founder of Big Life Financial. He joined the DSI crew at the latest mastermind to discuss a few strategies on how to increase net income. In fact, there is probably enough content in this two part show to put an extra 50k in your pocket every year. Tune in for some nuggets how to keep more of your money, and predictably grow your nest egg year over year. EPISODE RESOURCES Subscribe to The Dentalpreneur Podcast Visit the Dentalpreneur Podcast website Write a Review on iTunes Dental Success Network

Derick Van Ness, founder and wealth strategist of Big Life Financial, is here to make tax-talk interesting! He joins Kiera to educate listeners about tax efficiency, and specifically research and development credits.  Learn about the history of R&D credits, the steps to be successful, and why this tax approach absolutely applies to dentists who are 1) paying taxes and 2) making a profit. Most of the practices Big Life Financial works with get $30,000 to $75,000 back by experimenting with these credits! Derick even shares whether or not this approach will get you audited or not. Episode resources: Learn more about Big Life Financial Book your free tax strategy session Get in touch with Derick directly: derick@biglifefinancial.com  Reach out to Kiera Subscribe to The Dental A-Team podcast Become Dental A-Team Platinum! Review the podcast on iTunes

In today's episode, Allan welcomes Derick Van Ness. Derick is the founder of Big Life Financial and is passionate about helping business owners create financial certainty and confidence. Allan and Derick discuss the importance of paying yourself, saving money, and diversifying your assets. Entrepreneurs need to come up with a plan for when they make money, and what they are going to do with it.

Let's talk a little bit of tax and financial strategy! On this episode we have guests Derick Van Ness, a tax/financial strategist and owner of Big Life Financial and Justin Maxwell, President of Small Business Incentive Consultants. They discuss in further detail section 41 of the IRS tax code which cover R&D tax credits. 

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!   Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about the utilize money within the next generation.   During the show we discuss: ● What's happening now in the economy that can rob your financial freedom ● What's happening with inflation that can adversely affect you ● What's happening with real estate values now ● How getting government money affects you as a business owner ● Why now is the time to borrow money ● Why now is a great time for you if you have asset ● Why you can expect interest rates to climb in the years to come ● The keys to financial peace of mind ● Tips to foster your financial peace of mind ● The biggest financial mistake ● Why to avoid falling into the “gambling trap” many entrepreneurs are in now ● How to adopt the money maximization model ● What's happening currently that can hurt you financially ● How to get credits that greatly benefit your business ● What financial experts we should have in our corner     Show resources:

Have you ever wondered whether your pursuit of or fear of lack of money was getting in the way of what you really want to do? If so, you don't want to miss our guest today. Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! In this episode we talk about the value structure can bring to your financial plan, the history behind retirement (bet you never thought about that before!), easing the stress of cash flow, and investing in the things that you know about, care about and have some degree of control over. Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation.   Listen in! https://LinkedIn.com/in/derickvanness/ http://BigLifeFinancial.com/ https://twitter.com/biglifefinancial https://facebook.com/derick.vanness/ https://facebook.com/biglifefinancial/ …………………………………………………. Thank you to our April Sponsor: Entrepreneur's Guide to Financial Well-Being or Wayne Titus Imagine starting a long journey without a map…or even a clear idea of the obstacles ahead. That's exactly what it's like for entrepreneurs who start companies with a lot of passion, but without the financial expertise to grow and scale their businesses and create long-term wealth for their families. Wayne Titus shows you how to find a financial adviser who can help you map a better journey. In his book, The Entrepreneur's Guide to Financial Well-Being.  With the right adviser at your side, you'll have the freedom to focus on what really matters to you. Get The Entrepreneur's Guide to Financial Well-Being at Amazon.com and in the virtual bookstore on the Shock Your Potential app.  

This week we are joined by Derick Van Ness founder of Big Life Financial. Big Life Financial is helping people unlock greater potential by helping them remove money as a barrier to their dreams. As Derick puts it in our conversation, when money is no longer an issue life stops being about survival and becomes about impact and contribution. Derick shares some very interesting insights into his work and the financial world at large.   Music by Misha Zarins. Show Links:  Derick's Website: https://www.biglifefinancial.com/ Derick's YouTube: https://www.youtube.com/channel/UCizOCPJqijbE1y2o2ANSCag Misha YouTube: https://www.youtube.com/channel/UCf1hf_KEOaqnq3q6Yb3_hbw (https://www.youtube.com/channel/UCf1hf_KEOaqnq3q6Yb3_hbw) Walkshow Website: https://thewalkshowpodcast.com/ (https://thewalkshowpodcast.com/) Walkshow Twitter: https://twitter.com/TheWalkshowPod (https://twitter.com/TheWalkshowPod) Walkshow Instagram: https://www.instagram.com/the_walkshow/ (https://www.instagram.com/the_walkshow/) Walkshow Facebook: https://www.facebook.com/thewalkshow/ (https://www.facebook.com/thewalkshow/) Walkshow Email: walker@thewalkshowpodcast.com

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!

In this episode, Zack and Brandon sit down with Derick Van Ness, a Wealth Strategist with Big Life Financial, and discuss financial freedom, wealth and money management, investing (and what to do even if you still have student debt or other barriers), and more. Money is one of the most important aspects of life, but yet we never talk about it. Help us change that and Say What Needs Saying about money. --- Support this podcast: https://anchor.fm/say-what-needs-saying/support

Derick Van Ness of Big Life Financial shares two short posts on the most important financial habit and why simple finance strategies work. Episode 1428: The Most Important Financial Habit AND Why Simple Financial Strategy Works by Derick Van Ness of BigLifeFinancial Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2017/9/4/the-most-important-financial-habit & https://www.biglifefinancial.com/blog/2019/11/7/why-simple-financial-strategy-works For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial shares two short posts on the most important financial habit and why simple finance strategies work. Episode 1428: The Most Important Financial Habit AND Why Simple Financial Strategy Works by Derick Van Ness of BigLifeFinancial Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2017/9/4/the-most-important-financial-habit & https://www.biglifefinancial.com/blog/2019/11/7/why-simple-financial-strategy-works For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial shares two short posts on the most important financial habit and why simple finance strategies work. Episode 1428: The Most Important Financial Habit AND Why Simple Financial Strategy Works by Derick Van Ness of BigLifeFinancial Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2017/9/4/the-most-important-financial-habit & https://www.biglifefinancial.com/blog/2019/11/7/why-simple-financial-strategy-works For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Derick Van Ness of Big Life Financial talks about where to invest first and encourages us to get off the financial treadmill. Episode 1397: Where to Invest First AND Get Off the Financial Treadmill and Start Building Wealth by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2019/2/1/where-to-invest-first & https://www.biglifefinancial.com/blog/2018/8/15/get-off-the-financial-treadmill Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial talks about where to invest first and encourages us to get off the financial treadmill. Episode 1397: Where to Invest First AND Get Off the Financial Treadmill and Start Building Wealth by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2019/2/1/where-to-invest-first & https://www.biglifefinancial.com/blog/2018/8/15/get-off-the-financial-treadmill Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial talks about where to invest first and encourages us to get off the financial treadmill. Episode 1397: Where to Invest First AND Get Off the Financial Treadmill and Start Building Wealth by Derick Van Ness Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original posts are located here: https://www.biglifefinancial.com/blog/2019/2/1/where-to-invest-first & https://www.biglifefinancial.com/blog/2018/8/15/get-off-the-financial-treadmill Gusto offers modern, easy payroll and benefits to small businesses across the country. Get in touch now and get three months free when you run your first payroll. Just go to gusto.com/ofd. Please Rate & Review the Show!  Visit Me Online at OLDPodcast.com and in The O.L.D. Facebook Group  Join the Ol' Family to get your Free Gifts and join our online community: OLDPodcast.com/group   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE!   Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about the utilize money within the next generation.   Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results!   During the show we discuss:   ● Why money should never stop you from living big ● What financial freedom is ● Habits that set the wealthy apart ● How to know when and how much to save ● How to make better financial decisions ● Why simple financial strategy works ● Saving strategy that works ● Importance of setting a deadline to financial goals ● Why track all the financial transactions ● How to grow and protect assets like the wealthy ● What most people are doing that isn't working financially ● Biggest financial mistakes people are making ● Where to invest first ● What to do before you invest and how to manage investment ● What business owner know about their finances ● Steps to achieve financial freedom ● Why should a person use a financial advisor   Show resources: https://www.biglifefinancial.com/

In this week's episode, we sit down with Derek Van Ness, the founder of Big Life Financial. We dive into Derick's story of being a kid coming straight out of college with no actual Direction and what he wanted. He decided to start a sales job where he had to make thousands of calls a day. To do that process, he learned sales pretty well but realized that sales were not the place for him, and that's where his entrepreneurial Journey starts and what a journey it is. Guest Info : website: www.biglifefinancial.com Instagram:https://www.instagram.com/derickvanness/ linkedin : https://www.linkedin.com/in/derickvanness/ --- Support this podcast: https://anchor.fm/hforhustle/support

Derick Van Ness of Big Life Financial tells us how we can make good financial decisions. Episode 1368: How to Make Good Financial Decisions by Derick Van Ness of Big Life Financial on Investment Vehicle Advice Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/11/4/how-to-make-good-financial-decisions For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts!   Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial tells us how we can make good financial decisions. Episode 1368: How to Make Good Financial Decisions by Derick Van Ness of Big Life Financial on Investment Vehicle Advice Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/11/4/how-to-make-good-financial-decisions For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts!   Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial tells us how we can make good financial decisions. Episode 1368: How to Make Good Financial Decisions by Derick Van Ness of Big Life Financial on Investment Vehicle Advice Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/11/4/how-to-make-good-financial-decisions For a limited time, BitTrust IRA is waiving the signup fee for OFD listeners - a $50 value. That's BitTrustIRA.com/OFD Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts!   Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily

Derick Van Ness, Owner and Wealth Strategist of Big Life Financial jumps the podcast to discuss how you can become your own bank through thinking differently. Enjoy these Nuggets!   Derick Van Ness Owner and Wealth Strategist https://www.facebook.com/biglifefinancial https://www.biglifefinancial.com https://youtu.be/lhNQh2P9Ys8    Go visit iTunes, iHeart Radio, Amazon Music, and Spotify today!   #entrepreneurship #leadership #motivation #goalsetting #lifegoals #livehard #socialmedia #kickass #podcast #podcasting #friday #funny #amazonmusic #iheartradio #goaldigger #lifestylegoals #slaytheday #workflow #noexcess #trainhard #fitspro #ourjourney #enjoythejourney #strongerthanyesterday #successmindset #personaldevelopment #neversettle #instagoals #mygoals  

Derick Van Ness of Big Life Financial gives us a savings strategy that works. Episode 1330: A Savings Strategy that Works by Derick Van Ness of Big Life Financial on How To Save More Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2017/12/11/a-savings-strategy-that-works Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts! With business WiFi solutions from NETGEAR, you can focus on your business, not your IT. Visit netgear.com/wifi6 and never worry about WiFi again! Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily   Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial gives us a savings strategy that works. Episode 1330: A Savings Strategy that Works by Derick Van Ness of Big Life Financial on How To Save More Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2017/12/11/a-savings-strategy-that-works Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts! With business WiFi solutions from NETGEAR, you can focus on your business, not your IT. Visit netgear.com/wifi6 and never worry about WiFi again! Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily   Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial gives us a savings strategy that works. Episode 1330: A Savings Strategy that Works by Derick Van Ness of Big Life Financial on How To Save More Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2017/12/11/a-savings-strategy-that-works Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts! With business WiFi solutions from NETGEAR, you can focus on your business, not your IT. Visit netgear.com/wifi6 and never worry about WiFi again! Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily  

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results! In his free time, Derick enjoys racing sailboats, creating art, and competing in West Coast Swing dancing. He currently lives in his hometown of Draper, Utah after spending 20 years away living all over the US including Washington DC, Brooklyn, Texas, and Southern California. What You Will Learn: Derick's journey into the world of tax and finance The mission and motivation that pushed Derick to create his company, Big Life Financial How Derick got involved in R&D credits How business owners can leverage R&D credits with their CPA, and how they relate to doctors and dentists specifically The four key questions to determine if your business qualifies for R&D credits How to contact Derick Van Ness: Website: //www.biglifefinancial.com/tax-rebates LinkedIn: //www.linkedin.com/in/derickvanness/ //www.linkedin.com/company/big-life-financial/ Schedule a call: //go.oncehub.com/derickvanness Facebook: //www.facebook.com/groups/BusinessOwnersSuccessLab //www.facebook.com/biglifefinancial YouTube: //www.youtube.com/channel/UCizOCPJqijbE1y2o2ANSCag

Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. He is a straight shooter and has an uncanny ability to explain complex concepts in a simple way that allows clients to see massive results! In his free time, Derick enjoys racing sailboats, creating art, and competing in West Coast Swing dancing. He currently lives in his hometown of Draper, Utah after spending 20 years away living all over the US including: Washington DC, Brooklyn, Texas, and Southern California. http://BigLifeFinancial.com derick@biglifefinancial.com @biglifefinancial /derick.vanness /biglifefinancial

Are you missing out on THOUSANDS of tax savings for your business because you are unsure how to properly take advantage of a R&D Tax Credit? Allow Justin Maxwell of Big Life Financial explain it all to you. Justin is going to tell you how to keep more of that hard earned money and then throw it into the right financial system to make that savings work hard for you! Find out if your business qualifies for tax credits, the steps you need to take if you do, and how much you could be missing out on. Tune in so Justin can help you and your hard earned money! You can reach Justin Maxwell here for more information: https://www.biglifefinancial.com/researchcredits Facebook: https://www.facebook.com/justin.maxwell.9465/ Linkedin:https://www.linkedin.com/in/justinmaxwelltaxspecialist/ Connect with Joe Robert: Joe@robertventures.com Find him on all social platforms at @JoeMRobert Enjoyed the podcast? Be sure to subscribe on Apple Podcasts and leave a review. We love to hear your feedback and please share this with others who would benefit.

Derick Van Ness is a wealth strategist and passionate about helping people reach their fullest potential. He has a company called Big Life Financial which is focused on changing mindsets relating to money and how to utilize it so people can live their best life.

Derick Van Ness of Big Life Financial talks about why it's best to keep your financial strategy simple. Episode 1300: Why Keeping Financial Strategy Simple Works by Derick Van Ness of Big Life Financial on Money Management Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/7/1/why-keeping-financial-strategy-simple-works Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial talks about why it's best to keep your financial strategy simple. Episode 1300: Why Keeping Financial Strategy Simple Works by Derick Van Ness of Big Life Financial on Money Management Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/7/1/why-keeping-financial-strategy-simple-works Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial talks about why it's best to keep your financial strategy simple. Episode 1300: Why Keeping Financial Strategy Simple Works by Derick Van Ness of Big Life Financial on Money Management Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/7/1/why-keeping-financial-strategy-simple-works Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts!   Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

You don't need to be an expert, but you do need to make informed decisions.Today our guest is Derick Van Ness. Derick is the founder and wealth strategist at Big Life Financial. Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their biggest life. Derick believes that each person has something unique and valuable to contribute to the world, but that most people are never able to express that gift due to fear, doubt, or worry related to money. He wants to help people eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. Derick mentions that the tax code is about as long as the entire Harry Potter series. That's wild! You don't need to know every part of the tax code to benefit from tax planning. Like Derick says, that's why you bring in a specialist to educate you and help you make informed decisions for yourself. Today's quote is: “If you don't know what you're doing, the chances of success are a lot lower.”Thank you for listening!Please like and subscribe here and on your podcast app of choice. Also, share freely!

Super happy to be joining you again with another interview! This week I have Derrick Van Ness from Big Life Financial. He is a financial advisor doing big things and his approach is very personal. He is literally doing the thing that I want to be doing and he is super generous with his knowledge. Make sure you play it back and absorb all he has to say so you can live your BIGGEST financial life Check out his website here or TEXT 'BIG LIFE' to 38470 for a link to his free book about his Money Maximization Model Make sure you hit him up for a FREE assessment! Please subscribe, leave ratings, reviews and as always #keepitonemillion --- Support this podcast: https://anchor.fm/paris-grant/support

Derick Van Ness of Big Life Financial shares 5 habits that set the wealthy apart. Episode 1270: 5 Habits that Set the Wealthy Apart by Derick Van Ness of Big Life Financial on A System for Saving Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/2/9-habits-that-set-the-wealth-apart Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial shares 5 habits that set the wealthy apart. Episode 1270: 5 Habits that Set the Wealthy Apart by Derick Van Ness of Big Life Financial on A System for Saving Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/2/9-habits-that-set-the-wealth-apart Visit Me Online at OLDPodcast.com Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness of Big Life Financial shares 5 habits that set the wealthy apart. Episode 1270: 5 Habits that Set the Wealthy Apart by Derick Van Ness of Big Life Financial on A System for Saving Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2019/2/9-habits-that-set-the-wealth-apart Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts! Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily

Research and development tax credits are a great way to offset expenses and add cashflow to businesses. But many business owners don't even know they qualify for these credits. In this episode,  Chris Miles and Justin Maxwell, Tax and Wealth Strategist at Big Life Financial, explore research and development tax credits and what business owners need to know. Justin works with small to medium-sized business owners, dentists, chiropractors, real estate investors, automotive industry, construction companies, software companies, manufacturing firms, franchise owners, real estate brokerage owners and more. R&D Tax Incentive specialist, 95% of business owners are not using this incentive. Justin helps you get back on average between 10K-50K in taxes. Free qualification check-- see how much money he can get you back! For more info, go to http://biglifefinancial.com/researchcredits   Chris Miles, the "Cash Flow Expert and Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/ https://www.twitter.com/chriscmiles https://www.facebook.com/moneyripples https://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

Research and development tax credits are a great way to offset expenses and add cashflow to businesses. But many business owners don't even know they qualify for these credits. In this episode,  Chris Miles and Justin Maxwell, Tax and Wealth Strategist at Big Life Financial, explore research and development tax credits and what business owners need to know. Justin works with small to medium-sized business owners, dentists, chiropractors, real estate investors, automotive industry, construction companies, software companies, manufacturing firms, franchise owners, real estate brokerage owners and more. R&D Tax Incentive specialist, 95% of business owners are not using this incentive. Justin helps you get back on average between 10K-50K in taxes. Free qualification check-- see how much money he can get you back! For more info, go to http://biglifefinancial.com/researchcredits   Chris Miles, the "Cash Flow Expert and Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He's an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. http://moneyripples.com/ https://www.twitter.com/chriscmiles https://www.facebook.com/moneyripples https://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA

Derick Van Ness tells us what we should do before investing. Episode 1236: Before You Invest, Do This by Derick Van Ness of Big Life Financial on Learning How To Save Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/5/23/before-you-invest-do-this Visit Me Online at OLDPodcast.com Listening to The Newsworthy is like having a trusted friend who explains everything you need to know that's happening around certain issues. The host also keeps it unbiased and casual--so you get to hear a variety of perspectives in one place. We highly recommend it, so does Fast Company, Harper's Bazaar, and more. Just search “THE NEWSWORTHY” on your favorite podcast app. Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness tells us what we should do before investing. Episode 1236: Before You Invest, Do This by Derick Van Ness of Big Life Financial on Learning How To Save Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/5/23/before-you-invest-do-this Visit Me Online at OLDPodcast.com Listening to The Newsworthy is like having a trusted friend who explains everything you need to know that's happening around certain issues. The host also keeps it unbiased and casual--so you get to hear a variety of perspectives in one place. We highly recommend it, so does Fast Company, Harper's Bazaar, and more. Just search “THE NEWSWORTHY” on your favorite podcast app. Learn more about your ad choices. Visit megaphone.fm/adchoices

Derick Van Ness tells us what we should do before investing. Episode 1236: Before You Invest, Do This by Derick Van Ness of Big Life Financial on Learning How To Save Money Derick Van Ness is a Wealth Strategist who is passionate about helping people reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick's company can help anyone but is specifically focused on small business owners, and has already helped 1000's of them to create financial certainty and confidence. His mission is to eradicate that fear and fundamentally change the way that people think about and utilize money within the next generation. The original post is located here: https://www.biglifefinancial.com/blog/2018/5/23/before-you-invest-do-this Please Rate & Review the Show! Visit Me Online at OLDPodcast.com and in  The O.L.D. Facebook Group and Join the Ol' Family to get your Free Gifts! Listening to The Newsworthy is like having a trusted friend who explains everything you need to know that's happening around certain issues. The host also keeps it unbiased and casual--so you get to hear a variety of perspectives in one place. We highly recommend it, so does Fast Company, Harper's Bazaar, and more. Just search “THE NEWSWORTHY” on your favorite podcast app.

On Today's Episode I am privilege to be with Derick Van Ness a Wealth Strategist who is passionate about helping practitioners reach their full potential. His company, Big Life Financial is focused on removing the mystery and misinformation surrounding money and financial strategy so people can live their BIGGEST LIFE! Derick believes that each provider has something unique and valuable to contribute to the world, but that most are never able to express that gift due to fear, doubt, or worry related to money. His mission is to eradicate that fear and fundamentally change the way that clinic owners think about and utilize money within the next generation. Connect with Derick Here