Podcasts about complimentary consultation

The word “budget” often brings to mind complicated spreadsheets, spending guilt, and tracking every coffee purchase. While that level of detail can be helpful for some households, it may become unnecessary once saving, debt management, and cash flow are consistently under control.In this episode of A Wiser Retirement® Podcast, we discuss how to determine whether a traditional budget still serves a purpose in your financial life.Related Podcast Episodes: Ep 291. How is Financial Planning Different for EntrepreneursEp 152. 10 Tax Planning Strategies for High Net Worth IndividualsRelated Financial Education Videos:High Yield vs Traditional Savings: How to Make Your Cash Work HarderHow to Boost Cash Reserves During RetirementLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

The world doesn't need you to dim your joy to make it easier to be around. It needs more people willing to let their joy live loudly, openly, outside of themselves!!All In gives you ongoing audio access here— inspo, ideas, and reframes, built for the woman who's half in and ready to stay in motion. $33/month.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

Giving money to your children can be an incredibly meaningful way to support them while you are still here to see the impact. You may want to help with a home purchase, pay for college, support a growing family, or begin transferring wealth before it eventually passes through your estate.However, the biggest risk is not always giving too much. Problems often arise when parents give the wrong asset, at the wrong time, without the right documentation or legal structure.In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® and Estate Planning Attorney Arun Gupta explain how to give money to your children in a way that is generous, intentional, and less likely to create tax or family complications.Related Podcast Episodes: Ep 346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work TogetherEp 314. The Simple Estate Planning Error That Could Hurt Your FamilyRelated Financial Education Videos:Piggy Banks to Paychecks: How Kids Learn About MoneyCan You Transfer or Repurpose a 529 After Graduation?Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

Many people dream of becoming an airline pilot, while many pilots eventually dream of retiring early. Retiring at 55 offers more time for family, travel, hobbies, or a new chapter outside aviation, but it is not simply an age decision. It is a financial and lifestyle decision.In this episode of A Wiser Retirement® Podcast, we discuss what pilots need to consider before leaving the cockpit 10 years before mandatory retirement.Related Podcast Episodes: Ep 259. What Pilots (& Others) Should Consider 5 Years Before Mandatory RetirementEp 322. How Airline Pilots Can Make the Most of Their Profit-Sharing BonusRelated Financial Education Videos:Will New Aircraft Technology Boost Pilot Pay?What Would a Change in FAA Retirement Age Mean for Pilots?Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

I have been talking about going to the sold out Noah Kahan concert for months... i had no tickets I was just sure I was getting them! This weekend, my husband surprised me with sold-out Noah Kahan tickets, and my first instinct was to explain away why it didn't really count as manifestation. That moment cracked open something bigger: how often we ask for good things, then quietly disqualify them the second they actually show up. In this episode, I'm breaking down why we do this, what it's really protecting us from, and four simple ways to start recognizing (and receiving) the good that's already trying to reach you. If you've ever gotten what you wanted and still couldn't quite believe it was real, this one's for you.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually is not deciding how to invest the money. It is knowing what to do next.In this episode of A Wiser Retirement® Podcast, we discuss the first steps to take after receiving an inheritance, the common mistakes to avoid, and why it is important to pause before making major financial decisions. An inheritance often comes during a difficult season of grief, family responsibility, and emotional decision-making, which makes having a clear plan even more important.Related Podcast Episodes: Ep 283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or InheritanceEp 278. Avoid These Common Mistakes After Receiving a Large InheritanceRelated Financial Education Videos:What is the stepped up basis loophole for inherited assets?Inheriting a Property: Keep, Sell, or Rent?Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

When people hear the phrase “generational wealth,” they often picture trust funds, family empires, and names like Rockefeller or Kennedy. Real generational wealth is not just about leaving behind a large account balance. It is about passing down values, habits, opportunities, work ethic, and a clear understanding of how money can support a meaningful life.In this episode of A Wiser Retirement® Podcast, we discuss what it really takes to build generational wealth. The conversation goes beyond dollars and investments, focusing instead on how families can prepare the next generation to handle money responsibly, pursue their own goals, and carry forward a family legacy with purpose.Related Podcast Episodes: Ep 304. Under the Radar: Wealth Strategies for the Quietly RichEp 219. Do you have a wealth preservation plan?Related Financial Education Videos:Divorce Proofing Your Wealth: Beyond the Basic Prenuptial AgreementShould I Use Wealth Management?Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

If you have ever said yes to something and spent every day since wishing you hadn't, this episode is for you. We are talking about people pleasing at its most sophisticated level... not the obvious kind, but the kind that lives inside high functioning women who hold everything together, show up for everyone, and have spent so long abandoning themselves that it just started to feel normal. This episode is personal because it's a pattern im intentionally working to break for my daughters. If you have kids, daughters especially, this is one episode you don't want to miss!We get into why this pattern started, why understanding it has never been enough to actually change it, and two specific things you can do right now to start interrupting it. Plus, why this is exactly the work that coaching was built for, and why your best friend, no matter how much they love you, cannot be the one to help you see outside of this. Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

Most people track their spending, monitor their investments, and think carefully about where their money goes. But how often do they apply the same level of attention to their time?In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with time management expert Megan Sumrell, Founder and CEO of The Pink Bee, to discuss why so many people feel overwhelmed and what they can do to take back control of their time.Related Podcast Episodes: Ep 184. What It's Like Traveling Full-Time in Retirement with the Retirement TravelersEp 249. How Smart Financial Planning Led to Living on a Catamaran Full-TimeRelated Financial Education Videos:Is now a good time to invest in the S&P 500?Investing for Income vs Growth in Retirement: Finding the BalanceOther Links:The Pink BeeLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom.  Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!Stay Connected:Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | TwitterSubscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes. This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode I'm diving into one of the most invisible mental traps that keeps women stuck, resentful, anxious and in conflict with the people around them... the belief that your way of thinking is THE standard, THE reference Point. Without even realizing it, most of us walk around using ourselves as the measuring stick for everyone else's behavior, decisions, and reactions, and then wondering why everyone keeps falling short. I talk about where this shows up in real life and why your friends, as much as you love them, are often the last people who can help you see outside of it. If you've ever thought "anyone would know to..." or "a normal person would just..." this episode is going to be great for you and then I give you something genuinely useful to do about it!!Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

What if everything you've been calling a flaw is actually just unfinished growth? In this episode, I introduces the concept of adult psycho-development, and why so many women are misreading normal developmental struggles as personal defects. We break down why common patterns like people pleasing, perfectionism, and not knowing who you are aren't character flaws, they're developmental milestones that nobody guided you through. You'll walk away with a completely new framework for understanding why you feel stuck, and more importantly, what to actually do about it. If you've ever wondered why healing the past hasn't been enough, this episode is your next step forward!!Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

As we step into June, this episode is a reminder to stop overcomplicating what matters most. I talk about why "stuck" and "afraid" are often the same thing, the courage it takes to start before you feel ready, and how to trust yourself to figure things out...just like you always have.Also, I quickly share what I call "dopamine dumps", how cheap fixes like scrolling, shopping, and constant stimulation can keep us disconnected from what we truly need, and simple ways to reset so you can feel more present, focused, and fulfilled.A few timely reminders for anyone ready to make June a month of more intention, confidence, and joy.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

In this episode of Confident Like a Mother from the This Might Be Hard to Hear… series, we talk about how your expectations shape your reality and why constantly expecting stress, disappointment, or overwhelm keeps your nervous system stuck in survival mode. This conversation dives into the Law of Assumption, burnout, nervous system conditioning, and how learning to expect support, possibility, and ease can completely shift the way you experience your life.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

In this episode we continue the This Might Be Hard To Hear Series- we talk about the pressure so many women carry to figure out their purpose, have a plan, and feel certain about where life is going. We dive into the idea that maybe your purpose isn't one specific thing to discover, achieve, or perfectly define,but instead to fully experience your life while you're here. Uncertainty, disappointment, joy, grief, growth, and change are experiences are often the very things shaping you into who you're becoming. If you've been feeling behind, lost, or weighed down by the pressure to have it all figured out, this episode is a reminder that you are not failing....you are in fact, living!!!Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

This episode dives into nervous system regulation and why it's the missing piece so many women overlook when they feel stuck. We talk about the "mindset trap", the belief that more 'affirmations' or better thinking, will get you where you want to go...If you still feel blocked, exhausted, or like you keep hitting a wall, it's not that you need to think differently, it's that you're hitting a nervous system upper limit. True growth comes from building safety in your body and expanding your capacity so you can actually hold the life you're calling in. Because without that safety and capacity, you'll keep running into the same subconscious ceiling.. NO MATTER how much mindset work you do!Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

An episode for a quick life update!I'm coming off the high of running the Boston Marathon and a fun Nashville trip… and school vacation week, which honestly looked a lot less exciting this time. No big plans, no Pinterest-worthy activities, just slower days at home, outside! I've definitely had a little mom guilt about that, feeling like I should be doing something bigger or more memorable. Reminding you (and myself) to be kind to yourself :) No one has it all together!Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

If you've been feeling anxious or “off” even when life looks fine, or "good" this episode is for you!I break down why women confuse anxiety with misalignment, how “good enough” keeps you stuck, and what your feelings are actually trying to tell you...plus a simple way to start getting honest about what needs to change starting right now. If you're ready to stop settling, start here.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

In this first episode of the This Might Be Hard to Hear series, we explore a powerful but often overlooked truth: sometimes life feels heavy not because of what's happening around you, but because of what you're not saying. This episode invites you to gently notice where you've been holding back,out of fear, conditioning, or a desire to keep the peace. You'll get to see how that silence may be impacting your emotional and relational well-being. Because the truth is, the more honest you become, with yourself and others, the more aligned, grounded, and free your life begins to feel.Book a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

In this episode, we're diving into the pattern of saving your best for “later” on.   I fear it's quietly holding you back in your career, relationships, confidence, and happiness, etc.  This convo breaks down the psychology behind why we wait to feel ready and how that “not yet” mindset keeps us stuck. You'll learn how this shows up in real life, why it blocks opportunities and connection, and what shifts when you start choosing your best self now instead of postponing her. If you've been feeling like you're meant for more but not fully living it yet, this episode will show you exactly where that gap is, and how to close it!!Book a complimentary consult with KaitlynnBook a Complimentary Consultation with Kaitlynn hereConnect with Kaitlynn on IG {Thank you for leaving a rating or review here}

Send us a textOne of the top reasons businesses fail? Growing too fast without the right infrastructure.In this final episode of our three-part scaling series, I'm breaking down Pillar 3: Systems & Scale Infrastructure—the operational systems, financial clarity, time management strategies, and team building approach you need to scale sustainably.You'll learn about:Building operational systems that deliver consistent qualityUnderstanding your financesDesign your CEO schedule and know when to hireCreate a high-performing team cultureBuild a business that runs without youI also share my personal burnout story and the "Swiss clock team" I built that operated seamlessly—giving me the freedom to leave corporate and go full-time in my business eventually.The result? A sellable business that scales without burning you out.Book a complimentary consultation at stairwaytoleadership.comKey TakeawaysSustainable growth beats fast growth - Scaling too quickly without infrastructure can destroy your businessThree components of scale infrastructure - Operations, financials, and team/time managementRevenue ≠ Profit - Track your profit margins, cash flow, and break-even pointDocument everything - SOPs, client journey maps, and continuous improvement processesHire strategically - Know when you're too busy, optimize first, then hireBuild team culture - Mission, values, and vision should be felt daily, not just writtenDesign your CEO time - Reduce client-facing hours, focus on high-impact activitiesThe compound effect - Small, strategic weekly steps create massive transformationBusiness that runs without you - The ultimate goal for freedom and sellabilityPeace of mind matters - Financial clarity + capable team = less stress and anxietyTimestamps (Optional - Add if Desired)00:00 - Introduction & Series Recap01:00 - Why Fast Growth Can Kill Your Business03:00 - Pillar 3: Systems & Scale Infrastructure Overview06:00 - My Personal Burnout Story07:00 - Operational Systems: Client Journey & SOPs10:00 - KPIs That Matter12:00 - Financial Systems: Beyond Revenue to Profit16:00 - Time Management & When to Hire20:00 - Team Building, Delegation & Leadership24:00 - Energy Management & Work-Life Boundaries28:00 - The Swiss Clock Team Story31:00 - What High Performance Looks Like34:00 - Final Thoughts & Next Week's PreviewResources MentionedEpisode 225: The Three Pillars Every Service Business Needs to Scale to Six Figures and BeyondEpisode 226: From Feast or Famine to Predictable Revenue: The Client Acquisition EngineBook a Complimentary Consultation: htts://stairwaytoleadership.comConnect with MaggieWebsite: https://stairwaytoleadership.com

In this episode, I'm giving you my top tips to save money on your Disney World vacation without missing the magic!  

In this episode we are talking everything Disney's Animal Kingdom Lodge.  The rooms, the food, the activities, everything you need to know to decide if this is the right resort for your family. 

In today's episode I break down exactly what park hopping is, when it makes sense (and when it really doesn't), the pros and cons, and how to make the most of your time if you decide to go for it.  

In this episode we're diving in to everything you need to know about Disney's Wilderness Lodge. From room options to dining, to activities and amenities- this episode will help you decide if this resort is a perfect fit for your family.  

In today's episode, i'm giving you a trip report on what I got to see, do, and learn during my most recent agency trip to Walt Disney World.

In this episode we cover everything you want to know about Disney's Contemporary Resort .  

In today's episode I'm giving you the inside scoop from our recent family trip to Universal Orlado Resort. Where we stayed, where we ate, and our favorite experiences. If you're thinking about planning a trip to Universal, I'd love to help!

If you're thinking about booking a stay at Disney's Grand Floridian Resort & Spa, I'd love to help!

In today's episode we're talking all things Disney's Polynesian Village Resort,  including Disney's Polynesian Villas & Bungalows and the new tower.    Request your Personalized Quote here  Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here  Let's be friends:   Join my free private facebook community: https://www.facebook.com/groups/stressfreefamilytravelbymegan   Send me an email at megan.devanney@cupcakecastlestravel.com   Instagram: https://www.instagram.com/dream.wish.plan/  

Today we are talking about how to use Lightning Lane Multi-Pass and Single Pass at Animal Kingdom.   Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here    Let's be friends: Send me an email at megan.devanney@cupcakecastlestravel.com Facebook: https://www.facebook.com/cctcmegandevanney Instagram: https://www.instagram.com/dream.wish.plan/  

In today's episode, we're talking about the separately ticketed holiday parties at Disney World- Mickey's Very Merry Christmas Party at Magic Kingdom and Jollywood Nights at Hollywood Studios     Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here  Let's be friends:   Send me an email at megan.devanney@cupcakecastlestravel.com   Facebook: https://www.facebook.com/cctcmegandevanney   Instagram: https://www.instagram.com/dream.wish.plan/   Blog: https://dreamwishplan.com  

In this episode we are talking all about Universal EPIC Universe opening May 22, 2025.   Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here  Let's be friends:   Send me an email at megan.devanney@cupcakecastlestravel.com   Facebook: https://www.facebook.com/cctcmegandevanney   Instagram: https://www.instagram.com/dream.wish.plan/

What if embracing your vulnerabilities could become your greatest strength? Join us for an enlightening conversation with Jake Mayers, a Lyme coach who has turned his chronic illness journey into a pathway for helping others. From dealing with dyslexia as a child to confronting the harsh realities of a Lyme disease diagnosis at 15, Jake's story is one of resilience and creativity. He shares how he balanced the fatigue and neurological symptoms of his illness with his passions for drumming and filmmaking, and the pivotal shift he made towards prioritizing self-care and rest.Jake emphasizes the crucial role of tuning into your body's signals and trusting your intuition, especially when traditional medical advice falls short. His anecdotes reveal the transformative power of self-advocacy and persistence in seeking the right diagnosis and treatments. We'll highlight practical techniques like mindfulness, tai chi, and qigong to help calm both mind and body, and discuss the emotional challenges of hiding an illness versus the empowerment of sharing your journey. The episode concludes with a powerful discussion on the importance of community support. Jake introduces us to valuable resources like Spoonie Sisters and Cabana, and the concept of "Best Friend Advice" (BFA) to foster self-compassion. Listen as Jake's insights offer practical strategies for managing chronic illness while finding strength in vulnerability and community. Whether you're navigating your own health challenges or supporting someone who is, this episode provides a rich tapestry of advice and inspiration.Instagram: https://www.instagram.com/jakemayerscoaching/Complimentary Consultation: https://calendly.com/jakemayerscoaching/lyme-support-consultationSend us a text Hi, Jen here! We are so glad to have you back. I want to personally thank those that have signed up with Rare Patient Voice recently. We love your support of the podcast, and this is another way that you can by signing up with Rare Patient Voice through our referral link. Remember, we're here to support you every step of the way. Support the showSupport:https://rarepatientvoice.com/Myspooniesisters/https://www.etsy.com/shop/MySpoonieSistershttps://www.graceandable.com/?bg_ref=980:nzTyG6c9zK (Use code GAJen10)Website:https://myspooniesisters.com/

In this episode we are talking all things dining at Hollywood Studios.   Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here  Let's be friends: Send me an email at megan.devanney@cupcakecastlestravel.com Facebook: https://www.facebook.com/cctcmegandevanney Instagram: https://www.instagram.com/dream.wish.plan/   Blog: https://dreamwishplan.com

Welcome to the  Financial Freedom & Wealth Trailblazers Podcast! In this episode, we'll discuss the importance of investing and developing a comprehensive financial strategy that goes beyond just putting money aside.  Freddie Rappina is a Wealth Advisor and a Chartered Financial Consultant as well as an Accredited Investment Fiduciary™and Retirement Income Plannice Specialist who founded Opta Financial. Freddie helps clients examine their current financial situation, financial goals, completes a financial analysis, provides recommendations, implements and reviews plans for clients. In addition to experience in the financial services industry, Freddie also has experience in law enforcement and is retired from The Fairfax County Police Department in Virginia.  Freddie is originally from Long Island, New York and enjoys watching his son play baseball and his daughter in cheer competitions. Connect with Freddie here: https://www.linkedin.com/in/freddie-rappina/ www.optafinancial.com Feel free to review my book Playing the Wealth Game on Amazon: https://www.amazon.com/Playing-Wealth-Game-Strategies-Financial/dp/B0D758WQB2/ref=cm_cr_arp_d_product_top?ie=UTF8#detailBullets_feature_div Grab the freebie here: Complimentary Consultation:  https://calendly.com/freddierappina =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom & Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers.  Request to join here:  https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS:  APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators

In this episode I'm giving you a trip report from my latest girl's trip to Disney to visit the EPCOT Food & Wine Festival.   Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here    Let's be friends:   Send me an email at megan.devanney@cupcakecastlestravel.com   Facebook: https://www.facebook.com/cctcmegandevanney   Instagram: https://www.instagram.com/dream.wish.plan/

In today's episode, we'll be talking about all things dining at Magic Kingdom.     Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here  Let's be friends:   Send me an email at megan.devanney@cupcakecastlestravel.com   Facebook: https://www.facebook.com/cctcmegandevanney   Instagram: https://www.instagram.com/dream.wish.plan/   Blog: https://dreamwishplan.com

In today's episode we're talking about what's included in the cost of your Disney Cruise.    Request your Personalized Quote here    Book a Complimentary Consultation here   Download your FREE Disney Vacation Planning Checklist here    Let's be friends: Send me an email at megan.devanney@cupcakecastlestravel.com Facebook: https://www.facebook.com/cctcmegandevanney Instagram: https://www.instagram.com/dream.wish.plan/   Blog: https://dreamwishplan.com  

If you've ever thought about writing a book but felt stuck on where to begin, this episode's for you!Laura J. Cornell, a two-time best-selling author of Moon Salutations and Awakening the Divine Feminine, is here with some super practical tips to help you finally get those ideas out of your head and onto the page. Say goodbye to writer's block and hello to embracing your unique voice.Ready to kickstart your writing journey? Laura's inviting you to her Spiritual Writer's Salon, where you'll get all the support and encouragement you need to start your book on Sept. 4-8, 2024. Register for FREE here.Plus, she's offering a Complimentary Consultation to help you ignite your author journey—grab it here. Hosted on Acast. See acast.com/privacy for more information.

In this episode Kevin discusses the pros and cons of annuities. He explains how annuities can provide guaranteed income in retirement, but also discusses the limitations of annuities, such as the 10% withdrawal rule. Kevin also talks about how annuities can be a part of a comprehensive retirement plan, but should not be the only source of income! #retirement #financialplanner #financialliteracy #wealth #fyp #podcast #annuities #income   Schedule your Complimentary Consultation  with Kevin Today - HERE!   

  The passing of legendary singer Tony Bennett serves as a poignant reminder of the value of adaptability and change. Discover how Tony's approach to singing and life holds valuable lessons for securing your financial future. Kevin delves into the importance of adaptable retirement plans that can zig and zag according to life's unexpected twists.Kevin emphasizes the need to proactively plan for the worst while aiming for the best. Kevin, a certified senior advisor with extensive experience in retirement planning, shares real-world case studies and insights on crafting a flexible retirement strategy. Gain insights into building a retirement plan that endures, even when markets fluctuate. Kevin underlines the significance of planning beyond age 100 and highlights the importance of guaranteed income for life, regardless of longevity.  #taxes #estateplanning #longtermcare #socialsecurity #lifeinsurance    Schedule your Complimentary Consultation  with Kevin Today - HERE!   

Kevin explores the intriguing concept of a "soft landing" and its implications for the economy.  Gain insight into how Kevin and his team provide a comprehensive approach to retirement planning that considers not only market conditions but also personalized needs and goals. Learn how this unique approach can alleviate retirement stress by providing guaranteed income and secure financial strategies.   Schedule your Complimentary Consultation with Kevin Today - HERE!  #retirement #financialplanner #financialliteracy #wealth #fyp #podcast 

Creating a Health StrategyIn Season three, all episodes will follow one guest's journey to understand and achieve her best health potential. Each episode is recorded in a real-time sequence over the course of a 6-week consult to show how you can address your health in a more creative and individualized way.My client, Ramey, graciously offered to share her time and health story with you as we work together on her Health Strategy from start to finish.This approach doesn't exist in current mainstream healthcare, which is largely about gathering the information they want and not what you truly need.Become a Systems ThinkerI founded Third Opinion MD so I can work with people who reach a health crossroad or want to expand their skills at self-care and navigating the healthcare system. They enroll in my Health Strategy program to get to a place of empowerment, wisdom, and hope. And you can get there, too. It can be frustrating if you depend only on traditional healthcare's linear approach, which tends to be one size fits all. But you can achieve greater success by becoming a systems thinker.The Impact on Your Third OpinionWhat is systems thinking for your health? It means taking a step back to look at the big picture in your life. It's not as simple as "eat this or do that." It's really about trying to understand all of you with a comprehensive approach. This includes your medical history, family patterns and relationships, innate and acquired patterns of health and disease, your lifestyle and your environment.Join me on Tuesdays, starting September 5, 2023, to explore Ramey's journey through the Health Strategy Consult from start to finish. This approach to health is what healthcare should be and how you can achieve your healing potential.ResourcesClick here to learn more and to schedule a Complimentary Consultation: https://www.ThirdOpinionMD.org/contact

In this insightful episode, we dive into a pressing issue – the fear of retirement surpassing the fear of death for many adults. Discover how we help alleviate stress and anxiety by providing strategic financial planning solutions. We'll explore the significance of efficient tax planning, creating guaranteed income streams, and even the emerging concept of hybrid life insurance policies for long-term care coverage. Join us as we discuss ways to secure your retirement and make informed decisions that align with your aspirations. To gain a deeper understanding of these strategies and discover how they can work for you, contact us for a complimentary income review. Don't let retirement worries hold you back – tune in now and plan for a future filled with financial confidence.  Schedule your Complimentary Consultation with Kevin Today - HERE! 

Reliable monthly income is a big concern for retirees.  Yahoo Finance looked at the pros and cons of annuities in that role.  Two of the objections they site are:  1) Every annuity comes with high fees 2) No access to principle in an emergency.  No annuity is created equal, and there many different types - Kevin explains the pros/cons and how an annuity could be a fit for you!  Schedule your Complimentary Consultation  with Kevin Today - HERE!   

With today's guest ADHD coach Brooke Schnittman, we are covering all things entrepreneurship with ADHD. As someone who was recently (and honestly, surprisingly) diagnosed with ADHD, this felt like an important topic to bring to the podcast. In this episode we get into everything from time management, accountability, delegation, hiring, goal setting, and planning, all through the lens of ADHD. Whether you have ADHD or not, there is so much to take from this conversation to apply to the way you run your business in the day-to-day and big picture sense.   Brooke Schnittman, MA, PCC, BCC, is an experienced and compassionate ADHD coach who understands firsthand the challenges of living with ADHD. As an adult with a late ADHD diagnosis, Brooke knows what it's like to feel frustrated, overwhelmed, and ashamed. But instead of giving up, Brooke decided to use her personal experiences to help others with ADHD. She left the school system in 2018 to create a specially-tailored program for individuals with ADHD, called 3C Activation©, which focuses on the importance of boundaries and small actions to activate potential and achieve continued success through Maintaining Momentum™. Brooke's team of specialized coaches, with over 100 years of combined experience, provides tools and accountability to determined ADHDers aged 8 to 80 worldwide. Coaching With Brooke offers coaching and resources to over 1 million individuals with ADHD daily, and Brooke aims to impact over 10 million more individuals with ADHD in the next 5 years. If you're a professional with ADHD who struggles, know that Brooke is here to support you every step of the way.   In this episode, we cover… Why so many women aren't diagnosed with ADHD until later in life The link between ADHD and entrepreneurship Hiring and delegating based on your strengths and needs The 3Cs - Control of your ADHD brain, Consistency in your habits and actions, and Confidence in yourself and how you're showing up Time management, goal setting, and accountability with ADHD Some tips to reframe and own who you are as someone with ADHD   Quotes "If you are fixated on doing the best that you can in something that's not working, and you give it too much time - I think we just need to know when it's okay to stop and move on."   "ADHDers are 35% more likely to become entrepreneurs."   "Generally, we don't delegate until we're over capacity at like 120%. So 70% is really where then you should find someone to delegate to."   Links & Resources Mentioned in this Episode Laptop Lifestyle Co Links: Website Instagram Tik Tok YouTube Channel   Other Links Mentioned Brooke's Website Brooke's Instagram Brooke's Podcast Brooke's free eBook Brooke's Complimentary Consultation  

Vanessa Lau, multi-million dollar online coach and super successful YouTuber, just announced that she is going on an indefinite sabbatical. Talk about a mic drop moment. She is one of my favorite creators to watch, someone I've been following for years, and someone I look up to as a business woman. Sometimes we think we know someone because we follow someone on social media and they share so much, but we don't actually know them or what they may be dealing with behind the scenes.And I really appreciate her sharing her perspective on WHY she is giving up her business because it makes room for a bigger conversation that is so important for us to have.Sis! Let's take our relationship to the next level!! Take 2 mins to answer a few questions to let me know! https://forms.gle/14KiCqmQu5WuaTor7I would LOVE to help you build your brand and grow your business on YouTube! Click here to schedule your Complimentary Consultation.On the call we will discuss the best YouTube strategy that fits your goals & needs, whether you're an aspiring YouTubepreneur or an established business owner looking to build a consistent client attraction systemGet the YouTube Shorts Success Guide here: https://www.jelisacoaches.com/shorts-success___Welcome to The Money Making Housewife Show!This podcast was created for women who want to have it all and are willing to do the work required to create the life they desire.Each week I'll be sharing lessons and insights from my journey as a “Money Making Housewife”, and I will bring on guests that align with this show and embody what it is to be a powerful, purpose driven woman so you can learn from them too!Thank you for being here! Subscribe to the podcast - you can listen and also watch the episodes on YouTube - tell your girlfriends, rate and review…all that.I'm so grateful, honored, and excited for you to join me on this journey!Want to create freedom, flexibility, and fulfillment in your life? Find out how here: https://jelisasmith.com/Connect with Jelisa:YouTubeInstagramTikTokSupport this podcast at — https://redcircle.com/the-money-making-housewife-show/donations

In this episode we discuss how difficult it can be to maintain meaningful adult relationships! But they're also essential to the quality of our lives so we need to make them a priority.Because life is just sweeter when you do it with good friends!Sis! Let's take our relationship to the next level!! Take 2 mins to answer a few questions to let me know! https://forms.gle/14KiCqmQu5WuaTor7I would LOVE to help you build your brand and grow your business on YouTube! Click here to schedule your Complimentary Consultation.On the call we will discuss the best YouTube strategy that fits your goals & needs, whether you're an aspiring YouTubepreneur or an established business owner looking to build a consistent client attraction systemGet the YouTube Shorts Success Guide here: https://www.jelisacoaches.com/shorts-success___Welcome to The Money Making Housewife Show!This podcast was created for women who want to have it all and are willing to do the work required to create the life they desire.Each week I'll be sharing lessons and insights from my journey as a “Money Making Housewife”, and I will bring on guests that align with this show and embody what it is to be a powerful, purpose driven woman so you can learn from them too!Thank you for being here! Subscribe to the podcast - you can listen and also watch the episodes on YouTube - tell your girlfriends, rate and review…all that.I'm so grateful, honored, and excited for you to join me on this journey!Want to create freedom, flexibility, and fulfillment in your life? Find out how here: https://jelisasmith.com/Connect with Jelisa:YouTubeInstagramTikTokSupport this podcast at — https://redcircle.com/the-money-making-housewife-show/donations

Something switches in your brain when you have kids and you want to do everything you can to protect them and teach them to protect themselves while also letting them be free and enjoy their lives. While these thoughts can be protective ... they can also be very destructive. In this episode we talk about these fears and how we can work through them so they don't hold us backSis! Let's take our relationship to the next level!! Take 2 mins to answer a few questions to let me know! https://forms.gle/14KiCqmQu5WuaTor7I would LOVE to help you build your brand and grow your business on YouTube! Click here to schedule your Complimentary Consultation.On the call we will discuss the best YouTube strategy that fits your goals & needs, whether you're an aspiring YouTubepreneur or an established business owner looking to build a consistent client attraction systemGet the YouTube Shorts Success Guide here: https://www.jelisacoaches.com/shorts-success___Welcome to The Money Making Housewife Show!This podcast was created for women who want to have it all and are willing to do the work required to create the life they desire.Each week I'll be sharing lessons and insights from my journey as a “Money Making Housewife”, and I will bring on guests that align with this show and embody what it is to be a powerful, purpose driven woman so you can learn from them too!Thank you for being here! Subscribe to the podcast - you can listen and also watch the episodes on YouTube - tell your girlfriends, rate and review…all that.I'm so grateful, honored, and excited for you to join me on this journey!Want to create freedom, flexibility, and fulfillment in your life? Find out how here: https://jelisasmith.com/Connect with Jelisa:YouTubeInstagramTikTokSupport this podcast at — https://redcircle.com/the-money-making-housewife-show/donations

This is why some companies stay in business for generations and why you need to adopt the same philosophy if you want to succeed ..I would LOVE to help you build your brand and grow your business! Click here to schedule your Complimentary Consultation.Get the YouTube Shorts Success Guide here: https://www.jelisacoaches.com/shorts-success___Welcome to The Money Making Housewife Show!This podcast was created for women who want to have it all and are willing to do the work required to create the life they desire.Each week I'll be sharing lessons and insights from my journey as a “Money Making Housewife”, and I will bring on guests that align with this show and embody what it is to be a powerful, purpose driven woman so you can learn from them too!Thank you for being here! Subscribe to the podcast - you can listen and also watch the episodes on YouTube - tell your girlfriends, rate and review…all that.I'm so grateful, honored, and excited for you to join me on this journey!Want to create freedom, flexibility, and fulfillment in your life? Find out how here: https://jelisasmith.com/Connect with Jelisa:YouTubeInstagramTikTokSupport this podcast at — https://redcircle.com/the-money-making-housewife-show/donations