Podcasts about financial blueprint

Financially speaking, should Old Bear in Northern Kentucky marry his Honey? How should Sebastian in Virginia navigate the financial aspects of his separation? That's today on Your Money, Your Wealth® podcast 515 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Famous Missourians want to know, how much is enough for retirement, and when can you take your foot off the gas? Can Paul with the Big Wallet Bridge the long gap between retiring and claiming Social Security benefits? And can Aspiring Adventurer in Oregon retire single at age 58? Access free financial resources and the episode transcript: https://bit.ly/ymyw-515 DOWNLOAD The Going Solo Guide for free WATCH: Going Solo: Navigating Your Financial Future Single on YMYW TV  ASK Joe & Big Al for your Retirement Spitball Analysis SCHEDULE your Free Financial Assessment SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter Timestamps:  00:00 - Intro: This Week on the YMYW Podcast 00:44 - Financially Speaking, Should Old Bear Marry His Honey? (Northern Kentucky, near Cincinnati, OH) 08:20 - Navigating Finances When Separating from Your Spouse (Sebastian, VA) 14:52 - Watch Going Solo: Navigating Your Financial Future Single on YMYW TV, Download the Going Solo Guide for free 15:22 - How Much is Enough for Retirement? When Can We Take Our Foot Off the Gas? (JC Penney & Laura Ingalls Wilder, Kansas City, MO) 28:10 - How to Bridge the Long Gap Between Retirement and Social Security (Paul with the Big Wallet) 38:29 - Calculate your free Financial Blueprint 39:00 - Can I Retire at Age 58? Where to Save? Should I Do a Roth Conversion Ladder in Retirement? (Aspiring Adventurer, OR) 50:49 - YMYW Podcast Outro

YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we're revisiting your favorite topics of 2024 as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on strategies for building up tax-free retirement income in Roth accounts, determining your appropriate mix of taxable, tax-deferred, and tax-free savings (also known as tax diversification), and whether YMYW viewers and listeners can retire as soon as possible. Access free financial resources and the episode transcript: https://bit.ly/ymyw-511 DOWNLOAD the 2024 Key Financial Data Guide for free CALCULATE your Free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter LISTEN to the Best of the YMYW Podcast 2021,  2022,  2023 LISTEN to the Top Funniest Moments from the YMYW Podcast Vol. 1, Vol. 2 Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:59 - Can We Afford to Spend $120k/Year Inflation Adjusted in Retirement? (Joe & Angelina Jolie, Strawberry Plains, TN) From ep. 503: YMYW Most Plays in 2024 on Apple Podcasts, YMYW Most Streamed in 2024 on Spotify 08:14 - Can I Contribute to My Wife's Roth IRA? Can I Max Out Multiple Roth Accounts? Should We Do Roth Conversions? (Theodore & Louise, Seattle, WA) From ep. 504: YMYW Most Consumed in 2024 on Apple Podcasts, YMYW Most New Subscribers in 2024 on YouTube 15:21 - Download the 2024 Key Financial Data Guide for free. Subscribe to the YMYW podcast, the YouTube channel, and the YMYW newsletter, and get the 2025 guide as soon as it's released! 16:46 - We Want to Retire As Soon as Humanly Possible. Brokerage vs. Solo 401(k) for Surplus Funds? (Ricochet J, CO) From ep. 505: YMYW Most Engaged Listeners in 2024 on Apple Podcasts, YMYW Most Listeners in 2024 on Spotify 31:05 - How Much Money Do We Need to Retire ASAP? (Barney and Betty, NE New Jersey) From ep. 493: YMYW Most Engaged Listeners in 2024 on Amazon Music 44:20 - Calculate your Financial Blueprint, Schedule a Financial Assessment 45:39 - Ed Slott: How Much Money Can You Save in Taxes With Good Tax Planning? What About People Who Don't Have the Money to Pay the Tax on a Roth Conversion? From ep. 489: YMYW Most Views & Watch Time in 2024 on YouTube 51:51 - Tax Diversification General Guidelines? (Brian, Naperville, IL) From ep. 468: YMYW Most Downloaded Across All Podcast Platforms in 2024 57:33 - Andi's Favorite Derail of 2024: Clark & Ellen Griswold, Tuktoyaktuk reading Derail from ep. 498 1:01:07 - Outro: 2024 YMYW Podcast Stats

When should Richie and Heather and Rebecca and Sam collect their Social Security benefits? Why is Dan's benefit so much higher than his wife's? PWare has a Roth conversion case for claiming Social Security AFTER age 70, and Jerry wonders how Donald Trump's plan to stop taxing Social Security could impact claiming strategies. Plus, Joe rants about Rebecca and Sam's $1 million single premium deferred indexed annuity, and the fellas also spitball on their Roth conversion and retirement strategy and how much is too much when it comes to paying advisor fees. Access free financial resources and the episode transcript: https://bit.ly/ymyw-509   DOWNLOAD the Social Security Handbook CALCULATE your free Financial Blueprint online SCHEDULE your free Financial Assessment with an experienced professional Ask Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:00 - When Should We Take Social Security? Should We Convert Our IRAs to Roth? (Richie & Heather, ID - voice) 09:04 - Download the Social Security Handbook 10:01 - What Should I Do With a $1M Single Premium Deferred Indexed Annuity? When Should We Take Social Security? Is 2% Advisor Fee Excessive? (Rebecca and Sam, VA) 28:03 - Calculate your Financial Blueprint online, Schedule an Assessment with a financial professional 29:25 - Why Is My Spouse's Social Security Benefit So Much Lower Than Mine? (Dan) 30:51 - The Roth Conversion Case for Drawing Social Security After Age 70 (P Ware, YouTube) 36:55 - Would Tax-Free Social Security Income Impact Claiming Strategies? (Jerry, Phoenix, AZ) 42:08 - Outro: Next Week on the YMYW Podcast

Give the gift of financial security to your loved ones this holiday season with a personalized Financial Blueprint from Fi Plan Partners. From retirement and education planning to budgeting and legacy goals, a Financial Blueprint can be a thoughtful, lasting gift that helps set the foundation for a prosperous future. Click the link below to […] The post Gifting a Financial Plan first appeared on Fi Plan Partners.

What's a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retirement savings to Roth IRA? Should the Bond family move from Silicon Valley to a no-income-tax state in retirement? Can Doc in San Francisco quit work in 8 years when his daughter starts college? Rob in Kansas City and his wife are in their late 30s and have 2 million saved. Can they retire early? Plus, Elisa in Fremont has more than the capital gains exclusion for a married couple of $500,000 worth of home equity. How much will this cost her, and will it kill her IRMAA for Medicare premiums? Should Happy Camper and Jolly Pumpkin take their pension's monthly annuity or the lump sum payout? And finally, Lloyd in South Dakota isn't a fan of retirement accounts and wants Joe and Big Al to talk some sense into him. Access all the free financial resources and the episode transcript: https://bit.ly/ymyw-506 CALCULATE your Financial Blueprint SCHEDULE your Financial Assessment WATCH Financial Planning at Every Age on YMYW TV DOWNLOAD The Retirement Readiness Guide for free READ THE BLOG: It's Not Too Late! Year-End Financial Moves to Make Right Now READ THE BLOG: US National Debt and the Impact on Long-Term Investing REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter   Timestamps:  00:00 - Intro: This Week on the YMYW Podcast 01:05 - What's Our Guaranteed Safe Withdrawal Rate for 35 Years of Retirement? How Aggressive Should We Convert to Roth? (Wine Guy/Gal, Sonoma, CA) 12:09 - Calculate your Financial Blueprint, schedule a Free Financial Assessment 13:45 - Should We Move to a No Income Tax State in Retirement? (James Bond, Silicon Valley, CA - voice) 20:50 - Can I Stop Working in 8 Years When Daughter Starts College? (Doc, San Francisco, CA) 26:10 - Late 30s With $2M. Are We Really on Track for Early Retirement? (Rob, Kansas City) 31:20 - Watch Financial Planning at Every Age on YMYW TV, download the Retirement Readiness Guide 32:25 - Our Home Equity is Over the $500K Exclusion. How Much Will We Be Charged? Will This Kill My IRMAA? (Elisa, Fremont, CA) 35:44 - Should We Take the Monthly Pension or Lump Sum Payout? (Happy Camper & Jolly Pumpkin, WI) 43:03 - I'm Not a Fan of Retirement Accounts. Talk Some Sense Into Me. (Lloyd Christmas, SD) 49:04 - Outro: Read the blogs, It's Not Too Late! Year-End Financial Moves to Make Right Now and US National Debt and the Impact on Long-Term Investing

Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That's today on Your Money, Your Wealth® podcast 505 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, Micah in South Dakota wonders whether having a $40,000 a year pension is basically the same as having a million dollars in bonds, according to the four percent rule. What do Joe and Big Al think? Barney and Betty will be in the 12% or 22% marginal tax bracket, but their effective tax rate will only be between 10% and 12.4%, so how much should they convert to Roth? Are they asking the right question? And finally, Joe and Big Al spitball on ways to ensure that Amir in New Mexico has the maximum possible retirement income to last him to age 90 or 95. Access all the free financial resources and the episode transcript: https://bit.ly/ymyw-505 DOWNLOAD The Complete Roth Papers Package for free WATCH Your 11-Step Path to Financial Freedom on YMYW TV CALCULATE your free Financial Blueprint REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 01:04 - Save to Brokerage vs. Solo 401(k) to Retire as Soon as Humanly Possible? (Ricochet J, CO) 15:23 - Watch Your 11 Step Path to Financial Freedom on YMYW TV, Calculate your free Financial Blueprint 16:36 - Is a $40K/yr Pension Similar to $1M in Bonds According to the 4% Rule? (Micah, SD) 18:48 - Marginal vs. Effective Tax Rates: How Much to Convert to Roth? (Barney & Betty) 22:58 - Download the Complete Roth Papers Package 23:48 - How to Have Maximum Possible Retirement Income to Age 90-95? (Amir, NM) 30:13 - Outro - Next Week on the YMYW Podcast

7 Life Lessons from Oilfields to Retirement How Emotional Baggage Impacts Your Finances Episode 231 (Chad is based in Alaska) In this conversation with Chad Hufford we explore: Why Conventional Wisdom Often Fails in Financial Success The Role of Emotional Baggage in Financial Decision-Making The Influence of Financial Media on Misconceptions The Importance of Shifting Perspectives for Financial Independence Building a Financial Blueprint for Success The Difference Between Income and Principal in Financial Freedom Focusing on What You Can Control in a Volatile Economy The Role of Trust and Relationships in Financial Advising Retiring To, Not From: The Importance of Purpose in Financial Independence The Power of Analogies to Simplify Complex Financial Concepts About our guest, Chad Hufford: Chad owns a boutique financial planning firm, Vertitas Wealth Management. He partners with Dave Ramsey as one of his SmartVestor Pros. He is the author of Forging Financial Freedom. He is born and raised in Anchorage, Alaska. You can get your copy of his book along with the free bonuses here www.forgingfinancialfreedom.com ----- Excerpts from this conversation with Chad Hufford: Delighted to be talking with you and I somehow I just think just living and growing up in Alaska is got to give you a different view of the world. Do you agree with that? Well, quite literally, it gives me a different view of the world. We're so high up on latitude that, yeah, every everything's different up here. But, you know, I think it's been actually really powerful for me. You know, one of the things we talked about in previous conversations is, you know, when we try to have an intended message come across, sometimes we do have to change somebody's perspective in order to see it clearly. And I think, coming from Alaska, we do automatically have such a different perspective. It just It lends itself to the reframing or reshaping of somebody's paradigm or perspective, and it's just, it's a wonderful place to live. It's not always easy 35 degrees this morning on my drive into the office. But you know what? It's beautiful, and it's home- and that's 35 degrees Fahrenheit. I guess we just started the fall, ended this summer? Yeah, summer here ended a few weeks ago, I think, if we're being honest. But yeah, 35 degrees Fahrenheit. So like one, one degree, two degrees Celsius, it's, it's, it's crisp out there. But you know what we had? We had a huge black bear come through our yard. The other day. We had a lynx outside. And where we live in Anchorage. it's 300,000 people. It's a normal town. We're now out in the boonies, but we live on the very edge of Anchorage, so we get wildlife in our backyard all the time. And it's such a blessing. ----- ----more---- Your Intended Message is the podcast about how you can boost your career and business success by honing your communication skills. We'll examine the aspects of how we communicate one-to-one, one to few and one to many – plus that important conversation, one to self. In these interviews we will explore presentation skills, public speaking, conversation, persuasion, negotiation, sales conversations, marketing, team meetings, social media, branding, self talk and more.   Your host is George Torok George is a specialist in communication skills. Especially presentation. He's fascinated by the links between communication and influencing behaviors. He delivers training and coaching programs to help leaders and promising professionals deliver the intended message for greater success.   Connect with George www.SpeechCoachforExecutives.com https://www.linkedin.com/in/georgetorokpresentations/ https://www.youtube.com/user/presentationskills https://www.instagram.com/georgetorok/    

Take your financial strategy to the next level with Episode 21 of the Full-Arch Secrets Podcast!We're excited to have Tim Woodward, co-founder of Blend Wealth, share powerful insights on optimizing finances—not just for your personal goals, but also for your dental implant practice.In this episode, discover essential strategies to fuel your practice's growth:Cash Flow Mastery: Learn how to manage cash flow effectively, supporting both short-term stability and long-term success.Tax Strategies & Savings: See how choosing the right entity structure and optimizing deductions can reduce tax burdens for your practice.Growth Planning: Get practical tips on forecasting, goal-setting, and building a solid financial foundation that's tailored for dental implant practices.Investment Essentials: Explore tax-advantaged plans, including 401(k)s and pension plans, that can enhance wealth building for you and your team.Tim's guidance is packed with actionable steps to streamline your finances, reduce taxes, and grow your practice strategically.Whether you're just starting or ready to elevate your practice, this episode provides valuable tools to make it happen.Don't miss this opportunity—tune in now and empower your practice for long-term success!Ready to 10X Your Implant Practice?Schedule a FREE Consultation and find out how DIM can help you skyrocket your growth!Get Social With DIM: LinkedInFacebookInstagram

Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still reach the promised land of retirement somewhere around age 53? Joe Anderson, CFP® and Big Al Clopine, CPA spitball early retirement, today on Your Money, Your Wealth® podcast 502. Plus, it seems weird to Elizabeth in Connecticut that nearly all of her $5M is in taxable accounts. Is that good or bad? N&N in San Francisco Bay Area have $10 million liquid. Should they make Roth contributions and Roth conversions now, or wait until they retire? Access free financial resources and the episode transcript: https://bit.ly/ymyw-502 WATCH: How to Avoid Wealth Busters on YMYW TV DOWNLOAD the Wealth Busters to Avoid Guide CALCULATE your Financial Blueprint for free REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:58 - Can I Retire at 57? When to Collect Social Security? Can I Afford a Motorhome? (Bauer & Laney, Mundelein, IL - voice) 07:47 - Can We Coast and Still Reach the Retirement Promised Land in Ten Years? (Brad, MI) 14:20 - Watch How to Avoid Wealth Busters on YMYW TV, download the Wealth Busters to Avoid Guide 15:00 - We've Got $10M Liquid: Roth Contributions & Conversions Now or Wait Until Retirement? (N&N, SF Bay area) 24:58 - Calculate Your Free Financial Blueprint 25:36 - Seems Weird That Our Money is in Taxable Accounts. Is That Good or Bad? (Elizabeth, CT) 31:57 - Outro: Next Week on the YMYW Podcast

Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she's widowed and won't be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washington state is 55 and her husband is 70. Should she retire now and do aggressive Roth conversions before her husband passes? We're talking about the widow's tax, today on Your Money, Your Wealth® podcast number 501 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, answers to questions from our YouTube viewers: what's a brokerage account? What's a good way to pay required minimum distirbution taxes? How does the 10 year rule work on inherited IRAs? What are extended market index funds? The fellas also spitball on the 4% rule for retirement withdrawals. Access all the free financial resources and the episode transcript: https://bit.ly/ymyw-501 DOWNLOAD: 2024 Key Financial Data Guide for free WATCH: Harris Vs. Trump - Cancel the Noise: Economic and Market Impact of the 2024 Election webinar CALCULATE your Financial Blueprint for free REQUEST: Ask Joe & Big Al for your Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter  

How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "age plus 20" rule for retirement savings, Roth 401(k) contributions and distributions, and a Social Security claiming strategy for Ralph and Marie in Wilmington, Delaware. Shawn wonders if YMYW listeners are ignoring the WEP and GPO when it comes to Social Security, that is, the Windfall Elimination Provision and the Government Pension Offset. Plus, can Jake and Amy in Iowa retire in 5 years, or do they need to work beyond age 60? Should Edwin stop making Roth contributions and start doing Roth conversions instead? And finally, how can Jeff in North Dakota's son qualify for the American Opportunity Tax Credit? Access all the following free financial resources and the episode transcript: https://bit.ly/ymyw-496 REGISTER NOW: Medicare Basics webinar - TOMORROW, Wednesday Sept. 25, 2024, 12pm Pacific, 3pm Eastern, with Robert Dow and Lisa Velasco, Medicare specialists from the Dow Agency CALCULATE: A Financial Blueprint of your retirement readiness for free! DOWNLOAD: Social Security Handbook DOWNLOAD: Medicare Check-Up Guide WATCH YMYW TV: Medicare Check-Up: How to Keep Your Retirement Plan Off Life Support REQUEST: Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter   Timestamps:  00:00 - Intro 01:09 - Roth 401(k) Contributions and Distributions, Age Plus 20 Rule, and Social Security Claiming Strategy (Ralph and Marie, Wilmington, DE) 12:35 - Download the Social Security Handbook, Download the Medicare Check-Up Guide, Watch Medicare Check-Up: How to Keep Your Retirement Plan Off Life Support on YMYW TV, Register for the Medicare Basics webinar Wed. Sept 25, 12P/3E 13:37 - Are Listeners Ignoring Government Pension Offset and Windfall Elimination Provision for Social Security? (Shawn) 17:30 - Can We Retire in 5 Years Or Do We Need to Work After Age 60? (Jake & Amy, Iowa) 26.36 - Financial Blueprint - get your complementary retirement analysis 27:45 - Should I Stop Roth Contributions and Do Roth Conversions instead? (Edwin) 31:24 - American Opportunity Tax Credit for College Age Son (Jeff, ND) 35:58 - Outro

Today on Your Money, Your Wealth® podcast 495, Joe Anderson, CFP® and Big Al Clopine CPA spitball on three different listeners' strategies for paying the tax on a Roth conversion now, to have lifetime tax-free growth on that money in the future. Should Neo in San Clemente, California convert to Roth at the beginning or end of the year in his plan to make quarterly estimated tax payments on his conversion? Is it a good strategy for Tim in Minnesota to use reimbursements from his health savings account to pay Roth conversion taxes? And what do Joe and Big Al think of Samantha in Northern California's plan to convert to Roth and pay the tax with her IRA money? Plus, the fellas answer questions from our YouTube and Spotify followers on required minimum distributions from Roth accounts, reasons to put retirement withdrawals in a brokerage account instead of a Roth, choosing pension options, and the difference between commercial annuities and pension annuities. Plus, their thoughts on single premium immediate annuities (SPIA). Access all the following free financial resources and the episode transcript: https://bit.ly/ymyw-495 CALCULATE: A Financial Blueprint of your retirement readiness for free! DOWNLOAD: Complete Roth Papers Package  DOWNLOAD: Retirement Readiness Guide WATCH: What Happens to Your 401(k) & IRA at Retirement? YMYW TV REQUEST: Retirement Spitball Analysis SCHEDULE: free financial assessment SUBSCRIBE: YMYW on YouTube DOWNLOAD: more free guides READ: financial blogs WATCH: educational videos SUBSCRIBE: YMYW Newsletter Timestamps:  00:00 - Intro 01:02 - Timing of Roth Conversions - and Paying Quarterly Estimated Taxes (Neo, San Clemente) 06:37 - Is Using HSA Reimbursement to Pay Roth Conversion Taxes a Good Strategy? (Tim, MN) 08:44 - Complete Roth Papers Package - free download. Financial Blueprint - free retirement analysis 09:39 - How Is Our Plan to Convert to Roth and Pay the Tax With IRA Money? (Samantha, Northern California) 19:15 - What Happens to Your 401(k) & IRA at Retirement? Watch YMYW TV, download the Retirement Readiness Guide 20:01 - RMDs for Roth Accounts: Clarification for Solo 401k (Andy, YouTube) 21:43 - Joe and Al walk into a bar… (Tony, YouTube) 22:44 - Any Reason to Put Withdrawals in Brokerage Instead of Roth? (Globe Trotter, YouTube) 23:35 - How to Decide Between Pension Options? (Frank, YouTube) 25:40 - Is a Pension Annuity a Bad Thing? (Invictus, YouTube) 26:47 - Are SPIAs the Best Annuity for Lifetime Income? (1212482970, Spotify) 29:23 - Outro 30:58 - The Derails

Atif Gul is a seasoned software engineer with a 25-year career at tech giants like Microsoft, Amazon, and Uber. Transitioning to real estate, he now owns 900 commercial multifamily units and manages assets worth $100 million. With a strategic focus on acquisitions, operations, and capital raising, Atif blends tech expertise with real estate savvy to offer investors high returns and passive income opportunities across diverse sectors including commercial real estate, multifamily properties, and more.   Here's some of the topics we covered:   From Code to Cash Flow 00:00 The Regatta Property Breakdown 6:27 The Financial Blueprint of the Deal 9:34 Boosting Property Value 10:45  Multifamily Security & Lighting 15:39 Property Managers & Management Companies 17:39 How To Raise Millions For A Multifamily Deal 24:05 A Characteristic That Every Investor Must Have 31:09   If you'd like to apply to the warrior program and do deals with other rockstars in this business: Text crush to 72345 and we'll be speaking soon.   For more about Rod and his real estate investing journey go to www.rodkhleif.com  

Listen to a man who has been around money his whole life. Jeff Bowman is Founder and CEO of Wealth by Design. Wealth By Design is a boutique community of exceptional and experienced finance and business service providers in Australia. Wealth by Design's mission is to help you grow your wealth in the fastest and most effective way possible. With over 30 years of experience in the financial services and real estate industries, CEO and founder Jeff Bowman has built long-standing relationships with quality professionals in the field.  At the Wealth By Design hub, we are passionate about connecting and guiding you to the best solution for your specific needs. We're independent, so we can offer the best solution to your needs. Jeff Bowman and Wealth by Design believe everyone can build wealth with the right connections, knowledge, strategy, and support. Contact Jeff at https://wealthbydesign.com.au/   Ready to Transform Your Business and Your Life Performance Results? Contact us for Free downloads and resources to help you with your business and lead your best life. Visit www.leighfarnell.com or www.pdc-growth.com for Free e-book and Mp3 downloads or to Book Your Exploratory Meeting Now! Want to find out more or discuss the content of this podcast with me? How to apply the content of this podcast to you, your business, your career and your life? Apply for a free 1 on 1 “Lead Your Best Life Breakthrough Session” with me and we'll discuss your struggles and goals with business, teams, relationships and life. We'll also create an actionable roadmap to get you to those goals in the quickest, easiest way possible. Find out more at our websites www.leighfarnell.com  and www.pdc-growth.com Download our FREE A to Z Business and Personal Growth Guide here   Link here -https://calendly.com/lfbb/exploratory-meeting-15mins   #success #empowerment #coaching #podcast #useful #practical #easy #proven #life #business

Malta's GDP is booming, surpassing the EU average, yet Maltese households find their purchasing power lower than pre-pandemic levels. Why is this happening, and what does it reveal about the economic model many EU countries follow? We explore the recent EU Joint Employment Report, inflation, wage stagnation, and the broader implications for economic policies across Europe. Is it time to rethink growth-driven economies?Europe, Day by Day is Europod's first daily podcast, in co-production with Sphera Network. The executive producer of Europe, Day by Day is Alexander Damiano Ricci. The host of Europe, Day by Day is Emma Belmonte. The researcher of this episode is Juli Simond. This episode was produced and edited by Seden Anlar.Original soundtrack by Thomas Kusberg. Hosted on Acast. See acast.com/privacy for more information.

In this vital episode of Rethink Real Estate, host Ben Brady is joined by Mike Ross and Nathan Ganz of NW Premier - Creative Financial Solutions. Together, they delve into the intricacies of financial planning and tax optimization specifically tailored for real estate professionals, as detailed in their book 'The Financial Blueprint for Real Estate Agents'. Mike and Nathan discuss the common financial pitfalls that real estate agents encounter as they manage multiple roles within their business, from marketing to sales to finance. They provide expert advice on structuring business expenses and planning effectively to ensure that agents can retain more of their hard-earned money instead of losing it to taxes.

In this episode Jon chats with Ian Knowles, a Norfolk-based architectural designer and the director of Ikonic Architecture, sharing his journey from an employee to starting his own architecture business specialising in residential architecture, including bespoke new builds and renovations. Ian discusses overcoming the initial fears associated with leaving a steady income, the importance of a business plan, handling home renovation projects, and tips for finding clients and managing finances as a new business owner. The podcast also advises listeners on leveraging personal networks, direct outreach, and using government schemes for business support. Ian shares his personal experience with starting Ikonic Architecture, the decision to specialise in retrofit and sustainability within residential architecture, and the steps towards establishing a successful practice.Today's Guest...Ian Knowles is a Norfolk-based architectural designer and the director of Ikonic Architecture, with over 10 years in architecture and construction, and a background in architectural stonemasonry. Ikonic Architecture specialises in residential architecture, from unlocking space in existing homes to bespoke new build dwellings.Episode Highlights...00:00 Introduction01:03 Meet Ian Knowles: From Architectural Stonemasonry to Ikonic Architecture01:50 The Journey of Renovating a 1930s Home03:40 Setting Up Ikonic Architecture: Challenges and Strategies05:08 The Financial Blueprint for Starting an Architecture Business08:01 Navigating Business Growth and Outsourcing08:42 Filling Knowledge Gaps and Leveraging Resources12:42 Choosing a Business Structure: Sole Trader vs Limited Company14:40 Financing Strategies for New Architecture Practices24:57 The Importance of Specialisation in Architecture30:24 Acquiring Clients and Leveraging Networks35:14 Ian's Final Thoughts and Advice for Aspiring Practice Owners38:11 Ian's Favorite Place: The Vibrancy of London40:11 Closing Remarks and Future EpisodesKey Takeaways...Overcoming Fear: The transition from employment to starting your own practice can be daunting. Ian's biggest fear was finding clients and ensuring a steady flow of work. His experience highlights the importance of confronting these fears and embracing the challenges of entrepreneurship.Preparation and Planning: Ian underscores the importance of preparing a detailed business plan before launching. This plan serves as a roadmap, outlining your business's identity, target market, financial strategy, and more.Learning and Adaptation: Both emphasise the importance of continuous learning and filling knowledge gaps, especially in areas not covered by traditional architectural education, such as business management.Networking and Utilising Resources: Leveraging networking opportunities, reaching out to people within your existing network, and making use of governmental and regional business support schemes can offer valuable guidance and support.Client Acquisition Strategies: Diverse strategies, including leveraging previous professional relationships, direct outreach, and engaging in conversations, as well as experimenting with online lead generation platforms, can help in acquiring clients.The Value of Specialisation: Specialising in a particular niche, such as residential architecture, can differentiate your practice in a competitive market and help in attracting clients.Financial Management: Understanding the financial aspects of running a business, from startup loans to cash flow management and the strategic use of savings, is crucial for sustainability.The Courage to Start: The overarching advice from Ian is to 'go for it,' emphasising that the fear of failure should not deter aspiring entrepreneurs, as learning from failures

Welcome to the 9News podcast. A snapshot of the latest stories from the9News team including: Financial blueprint to be handed down, whistleblower behind bars, and team lists in for the NRL's magic round.  The biggest news stories in less than 10 minutes delivered three times a day,with reports from the 9News team across Australia and overseas. Subscribenow to make it part of your daily news diet. See omnystudio.com/listener for privacy information.

On this episode of WealthWorx Radio, the hosts discuss retirement misconceptions and provide tips to help listeners avoid making missteps in their retirement planning. They cover topics such as the importance of planning for variable expenses in retirement, the misconception that retirees can live off less money than they did while working, the need to plan for a longer lifespan, and the potential increase in taxes in the future. The hosts also highlight the value of a concierge service in financial planning and offer a complimentary financial blueprint and income plan to listeners. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more.See omnystudio.com/listener for privacy information.

Unlock the secrets to a life rich in meaning and money as we navigate our internal narratives and the wealth we manifest. In this dynamic session of The Inner Wealth Podcast, we'll uncover the transformative power of clarity, certainty, and commitment in achieving your deepest desires. Let's challenge the beliefs and stories that have shaped your financial reality and begin the journey toward a truly wealthy life, where money is a tool for positive impact and personal joy.Have you ever wondered why the wealthy seem to operate on a different wavelength? It's all in the mindset. We'll dissect the stark contrast between the mindsets of the rich and the poor, revealing the strategies and beliefs that foster wealth creation. By understanding the rich's focus on growing assets and the poor's preoccupation with income, you'll be equipped to realign your beliefs. Listen as we discuss the importance of adopting a growth mindset and how aligning your beliefs with those who have succeeded financially can add commas and zeros to your bank account and richness and freedom to your life experience.As we enter 2024, it's time to transform your money mindset and take control of your wealth creation. This episode will help you examine your beliefs about money and the wealthy, confront potential societal barriers, and reassess ideologies that could hold you back. Learn from the wisdom of successful individuals and understand that money isn't the sole source of happiness, it is essential for crafting a life of experiences and freedom. Join me, Mike Kitko, for this life-altering conversation, and begin your journey toward a richer mindset and an enriched life.Music Credit: "What's Left of Me" by Wes Hoffman & FriendsLinks & Resources:The Inner Wealth Podcast Facebook Group: https://www.facebook.com/groups/theinnerwealthpodcastFREE Choose Your Destiny Video Course: https://www.innerwealthglobal.com/cyd-courseLive Choose Your Destiny Vision Intensive workshop:  https://www.innerwealthglobal.com/cydjan24The Inner Wealth Mastermind: https://www.innerwealthglobal.com/mastermindInner Wealth Global Website: https://www.innerwealthglobal.comMy Social Media:Facebook: https://www.facebook.com/mikekitkoInstagram: https://www.instagram.com/mike_kitkoTiktok: https://www.tiktok.com/@mikekitkoLinkedIn: https://www.linkedin.com/in/mikekitko/Twitter: https://www.twitter.com/@mike_kitkoSubscribe to my YouTube: / @mikekitkoMike Kitko is an executive self-mastery coach, speaker and author. He found external success through powerful titles, incomes, and material possessions. He ultimately fell into depression, toxic abuse of alcohol, and the near collapse of his family before he began a journey of internal happiness and success.Through private coaching, mastermind groups and training, Mike helps business owners achieve higher levels of wealth, success, and happiness in all areas of life.

In this episode, we dissect OpenAI's financial commitment to ChatGPT, exploring the details behind the $540 million annual investment and the considerations that drive such a substantial budget. Invest in AI Box: https://Republic.com/ai-box Get on the AI Box Waitlist: ⁠⁠https://AIBox.ai/⁠⁠ AI Facebook Community Learn more about AI in Music Learn more about AI Models

Here's what to expect on the podcast:Why is it crucial for business owners to be familiar with their financial numbers?How does one determine when it's the right time to start delegating tasks?What factors should a business owner consider when deciding how much to pay themselves?How do you determine and calculate your current market margin?And much more! About Ciara:Ciara Stockeland, has owned and operated businesses since her early teens. As a serial entrepreneur, her business mindset and tenacity led her to opening her first store in 2006, which she then franchised. Her vast experience in both retail and wholesale industries led her to launch the first-to-market wholesale subscription box for boutique retailers, which she built and sold within 18 months. Most recently, Ciara has launched the Inventory Genius, a coaching program for inventory based business owners.She has twice had the opportunity to testify before two U.S. Senate Committees regarding the “joint employer” standard for businesses and its effect on small businesses and franchises. Additionally, in 2015, she represented small businesses at a White House Summit on Worker Voice and again in 2018 for a Summit on Economics.Ciara has been recognized as a Small Business Champion through SCORE, has held a seat on the United States Chamber of Commerce Small Business Council, and is a Profit First Certified Coach. Through her coaching program, Ciara strives to motivate business owners to build profitability and peace of mind into their business.In her free time, Ciara enjoys training for endurance races and most recently completed her fourth Ironman at the World Championships in Kona, Hawaii. She currently resides in Tennessee with her husband, Jim, and her Great Pyrenees Bentley. Connect with Ciara Stockeland!Website: https://www.ciarastockeland.com/Instagram: https://www.instagram.com/ciarastockeland/Check out Ciara Stockeland's book, Inventory Genius: Use Your Inventory To Create More Profit And Keep More Cash, on Amazon! https://amzn.to/3TWEzCP Connect with Kamie Lehmann!Website: https://www.kamielehmann.com/Facebook: https://www.facebook.com/kamie.lehmann.1Instagram: https://www.instagram.com/shesinvinciblepodcast/LinkedIn: https://www.linkedin.com/in/kamie-lehmann-04683473National Domestic Violence Hotline: https://www.thehotline.org/Get your Podcast on IMDB: https://imdb.failureguy.com/submitpodcastkamieLearn more about how to minimize the emotional side effects of cancer: https://adventurefound.org/

Join Pat Volk, financial advisor at Abich Financial Services, as he and Heather Branch discuss the critical aspects of retirement planning beyond mere investments. Discover why seeking a financial advisor goes beyond stock market trends, exploring income tax strategies, legacy planning, and a comprehensive blueprint that ensures your financial goals are met. To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit  Abich Financial Solutions website Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube!See omnystudio.com/listener for privacy information.

In this podcast episode we're talking with Mycah Bain, a seasoned finance expert, who gives us a comprehensive financial blueprint. Mycah provides invaluable insights into financial management, offering tips and strategies to help listeners achieve their financial goals while also saving money. She dives into the intricacies of leveraging airline rewards and navigating the world of flying, offering advice on maximizing travel benefits. Mycah also opens up about her personal financial journey and life experiences, as well as how hiring a business coach helped her achieve more.    Follow Mycah on IG: https://www.instagram.com/mycahbainphoto/ Mycah's website: https://mycahbain.com/ Free financial guide: https://mycahbain.com/money   Learn more about BECOMING - for the creative who's sick of survival and ready to build a business that not only fulfills them, but fulfills their lives outside of the business itself. Come fill out an application and we can hop on a free consult call!!! https://edenstrader.com/creative-business-coaching-for-entrepreneurs   Systems, Strategy and Soul - read more here! https://edenstrader.com/systems-strategy-and-soul   Content is Queen: AI-Powered Strategies for Success https://eden-strader-photography.mykajabi.com/offers/dwcXtTP5   If you enjoyed today's episode, please:   - Leave a positive review or rating! - Come join our free Manifestation Challenge, a fan favorite freebie! https://edenstrader.com/manifesting-challenge - Post a screenshot & key takeaway on your IG story and tag us @edenstrader so we can repost you. - Follow (+) our show for new episodes every Monday!

We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.Topics covered include:Where current interest rates standCentral banker predictions for how long cash yields will stay this highWhy housing is the least affordable since the early 1980sWhy new apartment building construction has collapsedWhat has been the excess return for stocks, bonds, and other asset classes when interest rates are higher and lowerWhy there will be fewer stock buybacks and how that can impact earnings per shareWhich alternative investments do better when short-term interest rates are higherWhy financial opportunity costs have increased and how that should impact our investment and other financial decisions.SponsorsMadison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo CodeNetSuite – Get your free KPI checklistsInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesSummary of Economic Projections—The Federal ReserveThe Apartment Market Is Hitting a Construction Lull by Will Parker—The Wall Street Journal30-Year Fixed Rate Mortgage Average in the United States—FRED Economic DataAmericans Are Still Spending Like There's No Tomorrow by Rachel Wolfe—The Wall Street JournalHoney, the Fed Shrunk the Equity Premium by Portfolio Solutions Group—AQRCompanies ease off on share buybacks as rising interest rates push up costs by Nicholas Megaw—The Financial TimesRelated Episodes384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?435: Is It Better to Rent or Buy a House?448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole SymposiumSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stay informed on the latest updates from Secure Act 2.0 with this week's educational episode. In this episode, Jason Hatley breaks down some of the new rules, such as RMD age changes, and provides insights on how they could affect your Financial Blueprint.   Jason Hatley, CFP®, CPA, PFS Senior Vice President Financial Planning Manager […] The post Secure Act 2.0: What's New for 2023 first appeared on Fi Plan Partners.

#405: The Financial Blueprint For A Thriving Real Estate Business Unlock the secrets to mastering the numbers in your business with our latest episode. For every real estate professional, understanding the intricacies of your financial statements is paramount to long-term success. Dive deep into the crucial financial elements that drive success, as we demystify terms like top line revenue, cost of sales, and the nuances of salaries versus non-salary expenses. The episode doesn't just provide definitions—it offers actionable strategies. One standout takeaway? The golden balance between rewarding yourself adequately and the game-changing power of reinvesting profits for exponential business growth. Additionally, for those navigating the competitive landscape of real estate sales, learn why being hands-on in production can be a goldmine, especially before you achieve larger scale operations. Furthermore, our discussions shine a light on common pitfalls and how to avoid them. From setting budgets to tracking profitability, gain a holistic understanding of financial management tailored specifically for the real estate domain. For those eager to truly elevate their financial acumen, streamline operations, and boost profitability in the real estate arena, this episode is a comprehensive guide and an invaluable resource.   WHAT CAN HELP YOU? Book A Discovery Call We want to provide further value by booking a call with one of our Advisors to discover which factor could be holding you back from achieving the results that you desire and the life that you deserve. Give us 15 minutes, and we'll help you transform your business to 6 to 7-figures plus, while living an xXelerated life. We are offering this as a value add at NO cost. In this jam-packed session, we will: Review your value proposition to identify what's possible for you in the next 90 days and beyond Discuss your current marketing strategies and evaluate what's working and what is not Uncover bottlenecks that prevents you to xXelerate your business Develop an actionable plan to achieve your desired results So book a call at your most convenient time and let's talk about it! SEE OUR BEST STUFF ON SOCIAL! Home Page Facebook Instagram YouTube LinkedIn Tiktok

Are you tired of hearing about “$10k months” on social media? Have you been taught that it's shameful to have financial goals or desire to turn a profit? Are you starting to feel like it might require more than just journaling and affirmations to improve your money mindset? My special guest, Kristen Hillman, is here to set the record straight. Kristen is the founder and CEO of Viticula Financial, the go-to financial strategy firm trusted by 6-7 figure service providers to create sustainable success that aligns with their values. With 25+ years of experience in finance, Kristen brings a grounded and informed perspective to the money mindset conversation so you can make more of it with less confusion. In this episode, you will: Learn the difference between “business strategy” and “financial strategy” and understand why just having a business coach is probably not enough Hear from a financial strategist why you might want to throw your “$10K months,” “$20k months,” “5-figre months” goals out the window Understand why most service providers are paying attention to the wrong metrics, and what to focus on instead Learn the 3 must-shift money mindset blocks to hit your first 7 figure year What's REALLY behind those high revenue numbers you see shared on social media    Book a clarity call with Kristen: https://viticulafinancial.com/clarity   Unlock your business's Financial Blueprint: https://viticulafinancial.com/blueprint   Let us both know what you're taking away from this episode on Instagram @kelly.mosser and @viticula.financial!

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed!As tax season is nearing an end, I know a lot of you are probably thinking of how intimidating taxes can seem. In today's episode of the Fit CFO Show, Shawn and I are going to break down some ways to make tax season seem less scary and stressful. This is the Fit CFO Show.Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more.If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable.Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFOIG: Amanda HanquistIG: Shawn Hanquist

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed! As tax season is nearing an end, I know a lot of you are probably thinking of how intimidating taxes can seem. In today's episode of the Fit CFO Show, Shawn and I are going to break down some ways to make tax season seem less scary and stressful. This is the Fit CFO Show. Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more. If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable. Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFO IG: Amanda Hanquist IG: Shawn Hanquist

Summary: What do we do about the the negative mindset surrounding money and bad spending habits we inherit from previous generations? Bestselling author, coach, and mentor to numerous Fortune 500 executives—Judy Wilkins-Smith—appears in this episode to address breaking free from financial patterns that weave throughout families and society at large. When you begin to look at your thoughts, feelings, and actions around money, and the events in your life that have influenced your concept of personal finances, you can understand some of the unresolved patterns that are blocking you from reaching your goals. Not only do our personal lives and familial perceptions of money influence these thoughts; global events can also trigger meta-patterns that control how we act and react around money. Judy emphasizes that money isn't a commodity; it's a relationship, and a positive relationship with money can enable us to serve humanity in a valuable way and experience true freedom. Tune in for more insight.  Useful Links: Financial Survival Network Judy Wilkins-Smith Decoding Your Emotional Blueprint

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed!Today on the show, this is our most frequently asked question and maybe the one we get wrong most of the time. Who should I hire first and what's the difference between a W2 employee and an Independent Contractor, sometimes referred to as a 1099. We are breaking down the difference for you today. This is The Fit CFO Show.Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more.If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable.Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFOIG: Amanda HanquistIG: Shawn Hanquist

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed! Today on the show, this is our most frequently asked question and maybe the one we get wrong most of the time. Who should I hire first and what's the difference between a W2 employee and an Independent Contractor, sometimes referred to as a 1099. We are breaking down the difference for you today. This is The Fit CFO Show. Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more. If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable. Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFO IG: Amanda Hanquist IG: Shawn Hanquist

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed!Today on the show, I'm so happy to welcome Lindsay Vastola, she is reimagining the Fitness Experience and showing you how to avoid the sea of sameness. Lindsey is also a speaker, a Coach and of course a fellow momma. I'm so excited to hear and learn from Lindsey. This is the Fit CFO Show.Lindsay Vastola, NSCA-CPT, has served as editor for PFP media since 2011 and is now serving on the PFP Advisory Board. She is the founder of Body Project (2007), a custom fitness and lifestyle company headquartered in Robbinsville, New Jersey. As a keynote and wellness program consultant for companies across industries and speaker at industry events including Club Industry, NSCA, Fitness Business Summit and Functional Aging Institute, Lindsay speaks on topics ranging from work-life balance, emotional intelligence, and business-specific topics including increasing sales through email marketing, out-of-the-box marketing strategy, implementing successful business systems and sales strategies that retain lifelong, loyal clients.Do you find yourself stuck when it comes to business structure, organization and even taxes?You're not alone! Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more.If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable.Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFOIG: Amanda HanquistIG: Shawn HanquistIG: Lindsay Vastola

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed! Today on the show, I'm so happy to welcome Lindsay Vastola, she is reimagining the Fitness Experience and showing you how to avoid the sea of sameness. Lindsey is also a speaker, a Coach and of course a fellow momma. I'm so excited to hear and learn from Lindsey. This is the Fit CFO Show. Lindsay Vastola, NSCA-CPT, has served as editor for PFP media since 2011 and is now serving on the PFP Advisory Board. She is the founder of Body Project (2007), a custom fitness and lifestyle company headquartered in Robbinsville, New Jersey. As a keynote and wellness program consultant for companies across industries and speaker at industry events including Club Industry, NSCA, Fitness Business Summit and Functional Aging Institute, Lindsay speaks on topics ranging from work-life balance, emotional intelligence, and business-specific topics including increasing sales through email marketing, out-of-the-box marketing strategy, implementing successful business systems and sales strategies that retain lifelong, loyal clients. Do you find yourself stuck when it comes to business structure, organization and even taxes? You're not alone! Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more. If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable. Join the: Fitness Business Financial Blueprint Facebook group IG: Fit CFO IG: Amanda Hanquist IG: Shawn Hanquist IG: Lindsay Vastola Links for Lindsay!

A financial blueprint (also known as a budget) is an essential tool to get you financially healthy and to better leverage your resources for the advancement of God's Kingdom. In this episode, Art and Taylor provide five questions you should ask when building your financial budget. Ask these questions when building your financial blueprint: Have I prayed about my budget?Does my budget reflect Gods mission?Does my budget help me reach my financial goals?Does my budget reflect what I value?Will my budget draw me closer to God?DIME Method:Debt.Income (10x to 12x).Mortgage.Education ($100k for every child).Resources:More Than Money Facebook GroupChristian Financial Counselor ProgramEpisode Sponsor:Most churches struggle to get people to give. SecureGive, has created a system that helps churches increase giving so their ministry is funded to reach their community. SecureGive helps churches increase giving in 3 ways: software that makes giving easy, a custom growth strategy, and ongoing stewardship resources. They stand out by offering a real ministry partnership, the most cost-effective solution with the lowest processing rates, and the most comprehensive giving platform available.

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed! The 4th quarter is quickly coming to an end and you are one of two people in these next couple of weeks. You're the hit it home and finish it out strong, OR the, I've hustled all year and it's time to chill before we blaze into the next one. Either way, this is an important part of the year as a business owner and if you're not taking advantage of it, you may be missing out on a lot of benefits for your business and yourself personally. Let's get into the ins and outs of what you need to know for year end tax planning and why, if you're a business owner, it's important to start thinking of your tax year ending December 31st, instead of April 15th. The Top 5 tax strategies for Fitness Entrepreneurs This is The Fit CFO Show! There are several different tax strategies you can take advantage of to help with your taxable situation, a lot of them however have different phase outs and cut offs, so it's important to start thinking of your tax season ending 12/31 going forward and not april 15, plus you'll feel better knowing you've got things taken care of ahead of time and these are again reasons why having cash in your profit account will allow you to take advantage of more savings strategies. As always, this is for educational purposes, seek a professional for your specific situation! Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more. If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable. Be sure to join the private Fitness Business Financial Blueprint Facebook group exclusive to health and fitness entrepreneurs. IG: Fit CFO IG: Amanda Hanquist IG: Shawn Hanquist

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed!The 4th quarter is quickly coming to an end and you are one of two people in these next couple of weeks. You're the hit it home and finish it out strong, OR the, I've hustled all year and it's time to chill before we blaze into the next one.Either way, this is an important part of the year as a business owner and if you're not taking advantage of it, you may be missing out on a lot of benefits for your business and yourself personally.Let's get into the ins and outs of what you need to know for year end tax planning and why, if you're a business owner, it's important to start thinking of your tax year ending December 31st, instead of April 15th.The Top 5 tax strategies for Fitness EntrepreneursThis is The Fit CFO Show!There are several different tax strategies you can take advantage of to help with your taxable situation, a lot of them however have different phase outs and cut offs, so it's important to start thinking of your tax season ending 12/31 going forward and not april 15, plus you'll feel better knowing you've got things taken care of ahead of time and these are again reasons why having cash in your profit account will allow you to take advantage of more savings strategies. As always, this is for educational purposes, seek a professional for your specific situation!Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more.If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable.Be sure to join the private Fitness Business Financial Blueprint Facebook group exclusive to health and fitness entrepreneurs.IG: Fit CFOIG: Amanda Hanquist

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed! Today on the Show, Shawn and I had the opportunity to talk with Stuart Braur with WTF Gym talk. Stu is the pure definition of an entrepreneur and a student of his craft, in todays episode we not only get some laughs but we hear from Stu how he's been able to learn from industry pioneers, network with the best and put out massive amounts of valuable content each month. You're going t want to listen to this one until the very end, this is the Fit CFO show. Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more. If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable. IG: Fit CFO IG: Amanda Hanquist IG: Shawn Hanquist IG: Stuart Brauer WTF Gym Talk

Welcome back to The Fit CFO Show, I'm your host Amanda Hanquist and together with my husband Shawn we created this podcast as a way to help you reach your business's financial goals. We will break down common financial myths and mistakes in business and share with you the tools and knowledge to take your business to the next level. Our hope is that you will become financially equipped for success in your business and in turn help our mission to make this world a healthier place. If you get valuable information out of this podcast, we ask that you please share it with your audience and leave us a review so that we can continue to grow and help health and fitness businesses succeed!Today on the Show, Shawn and I had the opportunity to talk with Stuart Brauer with WTF Gym talk. Stu is the pure definition of an entrepreneur and a student of his craft, in todays episode we not only get some laughs but we hear from Stu how he's been able to learn from industry pioneers, network with the best and put out massive amounts of valuable content each month. You're going to want to listen to this one until the very end, this is the Fit CFO show.Do you find yourself stuck when it comes to business structure, organization and even taxes, well you're not alone. Many health and fitness professionals find it easier to avoid these altogether until the feeling of overwhelm comes around again because of tax time. That's why Fit CFO has created the Financial Blueprint for Fit Pros where you'll learn all the Do it yourself strategies for your business, this course is perfect for fitpros making less than $10k per month, head over to our website https://www.fitcfo.com/financial-blueprint to learn more.If you liked this episode, subscribe and turn on notifications so you don't miss a beat. We'd love it if you'd share this podcast to your Instagram story, facebook page or any of your other social media platforms so that we can help other health and fitness entrepreneurs out there succeed in business. We so appreciate you listening in and until next time, keep your goals high but each step attainable.IG: Fit CFOIG: Amanda HanquistIG: Shawn HanquistIG: Stuart BrauerWTF Gym Talk

Watch or listen to this week's educational episode to hear Managing Director, Bobby Norman, go over what asset allocation is and how it plays a role in your Financial Blueprint and your portfolio.   Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Fi Plan Partners is an independent investment firm […] The post What Is Asset Allocation? first appeared on Fi Plan Partners.

And have you ever thought about it? Join our e-fam! Don't forget to follow us on Facebook and Instagram @mamaknowsmoney

Ashley Bennington, founder and CEO of Her Seven Figure Story and Buy the Blazer, joins The Always this week to share her wisdom on how you can create a successful financial blueprint, building wealth, and becoming an entrepreneur. Ashley is a powerhouse in the financial planning world, helping women master their personal financial game plan and build the life of their dreams. This is an episode you won't want to miss.Follow Ashley on Instagram @ashleynbennington @hersevenfigurestory @buytheblazerLearn more about Ashley's work and the services she offers here---Follow along @thealwayspodcast @elleeeckersallRead more from The Always here

How do you react to people with money or more "success" than you? Your financial blueprint is perhaps the most direct factor contributing to this. On today's episode, Michael is breaking down the financial blueprint and sharing some challenges for you to break down and reshape your lens of wealth and success.

Running a business isn't as easy as it seems. More often than not, entrepreneurs end up in disastrous events because they lack the ability to handle their finances. Developing your financial intelligence is key to growing your business and having surplus cash flow to create and build wealth. Learn all about healthy money mindsets and financial habits from the experts in this episode of the Savvy Dentist Summer Series. In this episode we discuss:  [03:40] Episode 303 - Michael Yardney: Learn how to think differently and develop good money habits to create wealth.    [06:40] Episode 216 - Steve Daley: The 3 key team members you need to have in your business to mitigate risks and protect your business.   [11:27] Episode 215 - Terry Tran: The importance of creating wealth outside of your business to build financial stability through economic instabilities.   [13:10] Episode 192 - Tim McNeely: Creating wealth by having a vision and practising principles of wealth creation to achieve success.   [20:10] Episode 142 - Damion Lupo: Paying attention to te important numbers in your business to help you make better decisions and create more cash flow in your business.   [23:45] Episode 134 - Justin Krane: Managing your cash flow and understanding why profit doesn't equal cash.   [30:10] Episode 94 - Jordan Goodman: Learn how to set up a successful strategic plan to get ahead financially. a strategic plan to get ahead financially.    [33:48] Episode 68 - Reese Harper - Simple tips on wealth creation for dentists. 

In this week's educational episode, Mark Hume talks about New Year's resolutions and the importance of having a Financial Blueprint. Watch or listen to this episode to see how to get started.   Mark Hume, CFP® Senior Vice President Wealth Consultant Email Mark Hume here Fi Plan Partners is an independent investment firm in Birmingham, […]

 What is does investment objective and time horizon mean and how does it relate to your portfolio and Financial Blueprint? Adam Vansant answers these questions in this week's educational episode.   Adam Vansant, AIF®, BFA™ Vice President Wealth Consultant Email Adam Vansant here Fi Plan Partners is an independent investment firm in Birmingham, AL, […] The post Investment Objective and Time Horizon first appeared on Fi Plan Partners.

Cam is an absolute craftsman in the true sense of the term, he's physically built homes, including his own...he's also built multiple successful businesses; he's built teams; he's built an incredible NETWORK of friends and CONNECTIONS and as a RVP with Primerica, he helps people build and grow their FINANCIAL BLUEPRINT within their HOUSEHOLDS. Cam is an amazing Father, brother, friend, and an impactful leader! Follow Cam: IG: https://www.instagram.com/cam_borowiec/ FB: https://www.facebook.com/camborowiec LI: https://www.linkedin.com/in/cameronborowiec/ Website: livemore.net/camborowiec   Follow Mike: IG, FB, LI, Clubhouse: https://linktr.ee/mikedicioccio 7 Tips to Launch Your Podcast by Social Chameleon: https://www.socialchameleon.us   SUBSCRIBE, SHARE & LEAVE A REVIEW!

In this week's podcast, we re-release one of our most popular episodes, What is your financial blueprint. Ryan and Alex break down why and how you spend and save your money. If you have any questions about this podcast or want to learn more about Quantified Financial Partners, please visit our website www.beerandmoney.net

The Noobie Dentist Podcast – Stafford Hamilton Episode Run Time: 00:44:42   Intro Today, I talk to Stafford Hamilton who is the CEO of Credabl, Australia’s leading provider of medical and dental finance solutions. Stafford’s 20-year career in financial services and IT has led him to co-found the company in 2016. He remains passionate about helping medical and dental professionals achieve their personal and business ambitions through specialised lending. In this interview we talk about the financial changes, purchases, and challenges that a dentist faces during the first five years of his or her career. We discuss how learning the basics of personal finance is the first step to building wealth and helps you make better fiscal decisions.    Guest Details Social Media: Stafford Hamilton LinkedIn    Time Stamps [04:26] The first five years of a dentist’s career   [11:29] There is no “one size fits all” blueprint   [14:06] Credabl’s approach to the changes in financial lending [18:12] Understanding the basics of personal finance for success   [22:49] Discipline leads to financial freedom    [28:05] Buying a dental practice has lower risks    [30:27] The costs of setting up a dental practice   [32:24] How dentists deal with the initial negative cash flow   [35:32] Is multiple practice ownership a good strategy?   [38:49] Partnership agreements are essential [41:12] Expert advice comes at a cost Podcast Details As always, if you enjoyed listening to the Noobie Dentist Podcast, please pass the podcast along to your friends, classmates and colleagues. If you haven’t already, head over to iTunes and give the show a 5-star rating and if you have some time, leave a review! The Noobie Dentist podcast is now available on Spotify, YouTube, noobiedentist.com, the Apple podcast app, Stitcher and any other podcast apps out there!   Website: http://www.noobiedentist.com Instagram: @noobiedentist Sponsor Details   If you need finance, be it for your personal or professional needs, the team at Credabl know the drill. From home loans and car loans to equipment and fit out loans, or even commercial properties and practice purchases, the medical finance specialists at Credabl will provide a tailored solution for you.     To find out more, visit www.credabl.com.au    Conclusion What is your 5-year financial plan? Did you find Stafford’s tips useful? We would love to hear your thoughts!    Remember to subscribe for more content!  

Are you intimidated by the idea of talking about money? Conversations around money in marriage can often be intimidating. Even the idea of combining two completely different lifestyles under one roof, carries its own fears and expectations. This is why communication is key to managing money as a couple. Without the collective ability to disclose personal debt accumulations, spending habits, savings goals, and financial fears with each other, you won’t be able to work together to build the financial freedom that you desire as a couple. In this episode of the Redefining Wealth Podcast, my husband Gerald and I will be sharing some of the money lessons that we’ve learned over the last 13 years of marriage, as well as the steps we’ve taken to help us have intimidating money conversations. There have been so many ups and downs along our journey, but our underlying mission to communicate openly has allowed us to build the life of our dreams while chasing purpose and successfully saving for the future. Key discussion points from this episode include: How To Have A Collective Conversation About Money - 4:08 The Benefits of Weekly Meetings - 7:31 How To Initiate The Money Conversation - 11:49 Dispelling Money Myths - 13:40 Creating A Money Mantra - 16:25 Learning Each Other’s Financial Blueprint - 20:00 Setting Shared Financial Goals - 29:19 Apologizing When Needed - 40:30 Celebrating Every Win - 44:06 This episode is sponsored by SmartyPig. SmartyPig is a FREE, FDIC-insured, high-yield savings account that lets you set multiple financial goals and open simple savings accounts with visuals for each goal. SmartyPig accounts are offered through Sallie Mae Bank, a Member of the FDIC, and of course, all thoughts and opinions are my own. To learn more about SmartyPig visit https://www.smartypig.com/.   How to Talk Money with Your Honey Takeaways If you’re committed to growing individually and collectively, the outcome will always be positive.” - Gerald Washington “Understanding money reaches back to what we’re taught, and learned and saw.” - Gerald Washington “Money Monday meetings bring clarity, security and comfort.” - Gerald Washington “Family is a business. In order to run it successfully you need meetings to talk about everything so that everyone is on the same page and knows their action items to tackle for the week.” - Gerald Washington “Our family meetings have allowed us to set goals, hit metrics, share responsibilities and support each other.” - Patrice Washington “The biggest thing that people have to learn when married or in a relationship is that I don’t work for you and you don’t work for me. We’re in this together.” - Gerald Washington “We’re classically conditioned as a society to take on these beliefs that are rooted in nothing.” - Gerald Washington “Been there, done that, on the way back.” - Gerald Washington “Men have to look at the entrepreneurial effort of their spouse as equally as they do themselves.” - Gerald Washington “It’s never just about money, it’s always the thoughts and the beliefs that power the actions behind what you do.” - Patrice Washington “Let him love you the way he needs to love you.” - Patrice Washington “I don’t miss whatever the dollar amount was that was spent on the tickets. The only thing that I’m going to go to the grave with is the experience with my family.” - Patrice Washington “I would not live the same quality of life had I just married someone like me.” - Patrice Washington “When you have a shared goal it makes your individual decisions match the outcome of the shared goal.” - Gerald Washington “SmartyPig provides order to everything that we’re doing.” - Gerald Washington “It doesn’t take knowing everything to be successful in money.” - Patrice Washington   LINKS: To learn more about SmartyPig visit https://www.smartypig.com/. Become an Official Purpose Chaser: https://www.facebook.com/groups/redefiningwealthcommunity/?ref=bookmarks To check out ALL of our past guests + episodes: http://www.patricewashington.com/Listen If you have questions about booking Patrice or sponsoring the podcast, email us at info@seekwisdomfindwealth.com. Find me in Social Media:  Our podcast hashtag is #RedefiningWealth Instagram: @SeekWisdomPCW https://www.instagram.com/seekwisdompcw/ Twitter: @SeekWisdomPCW https://twitter.com/SeekWisdomPCW Facebook: @SeekWisdomPCW https://www.facebook.com/SeekWisdomPCW/ YouTube: @SeekWisdomPCW https://www.youtube.com/user/SeekWisdomPCW

When thinking about the lessons my Mom taught me as a child I am reminded of Proverbs 31. Yes, she is a virtuous woman, but I specifically remember the passage which said “she watches over the affairs of her household and does not eat the bread of idleness (Proverbs 31:27 NIV). Her goal for her children was to teach how to manage household finances and prepare them for a prosperous future. We share that goal in this episode as we will talk about the lessons we learned. TODAY'S CONVERSATION What Mom said about: Saving and putting money away for emergencies Making sure there was plenty for the family, I didn't know I was considered poor Shopping without going into debt, lay-a-away Credit Cards, yes with proper use Dealing with creditors when you don't seem to have enough A WORD FROM WESLIA and WILLA We believe in living abundantly in Christ and not allowing money to pull your focus from the gracious God who gives us all the ability to produce wealth. Our goal for you is faith in Christ, confidence in managing your finances and the ability to live a fulfilled life of purpose. Bye for now and remember to celebrate the lessons you received in your childhood as you manage your money confidently, love life and live abundantly! Get the Financial Blueprint to learn the 4-phases of Financial Transformation: www.mytfcoach.com/blueprint Connect with us: Trinity Financial Coaching website Instagram @mytfcoach Facebook @mytfcoach

Welcome to Woman Leadership show. I'm Janet and in this episode, I will be sharing with you about financial blueprintWhen I first started my job and into 10 years, I was earning less than $2,000 and not getting my variable bonus more than 1 month. I was spending more than what I earned and my salary was all spent on going out with friends or pampering myself with hair services, spa, pedicure, manicure for myself. I would signed up packages and almost went into 5 figure debt due to credit card spending. After I attended Secrets of Millionaire Mind by T Har Eker program, I learned about my own financial blueprint and the emotional behaviours that are attached to my spending habits. As I wanted to feel good about myself and want others to like me, so I was very generous in treating friends to meals, buying gifts for them without expecting them to do the same for me. However, when I was in debt and broke, no one offered to help me except my husband who was my boyfriend then. When I learned the Jar system, I started to have the habit of putting in the monthly salary into the jar system. FFA, Savings (LT and ST), Education, Charity, Neccessities. I would also put the change from my daily expense at the end of the day to put it into jar to grow the money. I would also do that with my children when they were younger. I believed the best way to learn is to teach and so we can do it as a family activity to inculcate the money blueprint in them. That helped them to inculcate the concept about setting aside money from what they have and we will have them placed it in their bank after they have saved enough. We can do this as fun activity and also helped them to learn through experiential using the Jars. TakeawayStart educating yourself by reading a book or getting financial expert to advise you in ways you can start. Focus on your end in mind why you want to do this. If you want to achieve 10,000 savings by year end, you can start looking at how much savings per month, what are the expenses you can reduce. Be consistent in the habit of saving and growing the money. It is tempting to spend what you have save but think of the why you are saving for long time. It is about shifting your mindset and your beliefs about money. Once the mental block is cleared, it will impact your behaviours and feelings about money. Look for support and coach or mentor who can help you to clear your mental block so you can move forward. I hope that through my sharing, it draws inspiration and personal reflection for you. I believe every woman can be a leader in your own way. Connect with me through Facebook, Instagram and Linkedin. My links will be in the show notes https://shor.by/leaderonlineI look forward to seeing you in my next episode where I will be sharing with you tips and ways to realize your full potential as a leader on Woman Leadership. 

My 6 step financial blueprint:1.      Write down all your assets and liabilities2.      Do up a budget3.      Build up an emergency fund4.      Pay off debt – highest interest first vs snowball method5.      Set your objectives6.      Invest spare...If you want to drop me a DM or an email or find more content from The Hedge, everything is at thehedge.io Get full access to The UK Money Guide at theukmoneyguide.substack.com/subscribe

In this episode, JWil welcomes Weslia Echols and Willa J. Williams of Trinity Financial Coaching to the show! The ladies lay the foundation for financial stewardship with their Personal Financial Blueprint.    All things money are covered in this dialogue and there's enough substance for the upper, middle, and lower class! Topics range from saving, investing, spending and more! In the midst of it all JWil has a personal breakthrough thanks to TFC!    Visit Trinity Financial Coaching online at  www.mytfcoach.com   Email Trinity Financial Coaching at info@mytfcoach.com   Visit TFC on Instagram at www.instagram.com/mytfcoach   The JWil Song of the day is "He Still Can?" by JWilMusic produced by Darell "Red" Campbell, Jr.   Listen to today's show and past episodes by visiting inspiregodspeople.com/podcast Email Jay at Jermainewilsonmusic@gmail.com Add JWilMusic to your Apple Music and Spotify playlists!

In this episode, Ryan and Alex discuss your financial blueprint. Do you have one? Would you know how to create your own? If you have questions about this episode or want to learn more about Beer & Money, please visit our website www.beerandmoney.net to learn more about Quantified Financial Partners and make an appointment with Alex or Ryan. 

 Pandemic Planning In times like these, it’s more critical than ever to focus on your Financial Blueprint. Do you have a plan in place that helps you navigate through worst-case scenario times? In this video, Greg Powell & Jason Hatley talk about the planning strategy that Fi Plan Partners has in place for panic […] The post Pandemic Planning appeared first on Fi Plan Partners.

 Dreams and Goals At Fi Plan Partners, we like to emphasize the fact that you can talk about market returns on your money all day long, but in reality, you need a Financial Blueprint in place to know where you are and where you want to be. A Financial Blueprint can help within the […] The post The Lifestyle Room – Your Financial House® Series appeared first on Fi Plan Partners.

The Portfolio Strategies Team The Fi Plan Partners Portfolio Strategies Team explains how your portfolio ties into your Financial Blueprint™ to help you work toward your dreams and goals. They explain the strategies used to make sure each client’s portfolio is operating the way it should be and how we are unique in that we […] The post Fi Plan Partners Portfolio Strategies Team appeared first on Fi Plan Partners.

In this weeks episode Kira takes this one alone and dives into her current financial blueprint to explore how her 7-year-old self may still be holding her back from creating the kind of wealth she desires. This show is choc-a-block with takeaways for you to learn from and update your own money mindset.Go to www.boldbrilliantbroke.com/resources for the meditations mentioned in this episode available from 20th September See acast.com/privacy for privacy and opt-out information.

Hello and welcome back to another exciting episode. I give you the top 10 Things you can expect from your financial blueprint. Please do send me a message if you'd like to get yours today. You'll also find me on Facebook @ https://www.facebook.com/sawyerrshouse or email the Subject: Financial Blueprint to sawyerrshouse@gmail.com thanks and catch you soon. Much

Hello and thank you very for tuning in again. Today, I am talking about what your Financial Blueprint is and how you can get yours. Feel free to email sawyerrshouse@gmail.com Thank you for tuning in and see you in the next episode. Please do kindly share the broadcast if you like what you heard.

I was on Good Morning LaLa Land a few weeks ago and they asked me how you can help someone fix their money mindset. This is so important – this is a question that they SHOULD be talking about in schools! So today we’re going to work on your money mindset and you’re going to learn everything you need to know about creating a financial blueprint. Resources: Connect with Cayla: Facebook | Instagram Are you enjoying the show? I want to know! Click here to leave a review on iTunes Do you have your tickets to Mommy Millionaire Live yet?! From Nov. 9th to Nov. 11th, Cayla is bringing super successful women together in Newport Beach to inspire, informer, and empower each other. During this mini-mastermind, you will enjoy expert guest speakers, roundtable discussions, daily group exercise, and so much more. (https://www.mommymillionaire.co/)

Brian Quaranta reveals that many families don't have a plan for their retirement. He shares his tips to drafting a sound retirement blueprint to help retire better. Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser

On this episode we talk to Latisha Styles about how to build your financial blueprint online! LaTisha “Tish” Styles is a nationally recognized millennial personal finance expert, income strategist and digital marketing professional. Through her signature coaching programs, LaTisha helps emerging entrepreneurs establish an online presence to find new clients online. She has been featured in The Economist, quoted in Forbes, and mentioned in U.S. News and World Report as a top personal finance expert to follow on Twitter. --- Support this podcast: https://anchor.fm/the-ash-cash-show/support

Kenny Pugh interviews Financial Advisor John Lumpkin to discuss financial basics including the importance of saving money.

Kenny Pugh interviews Financial Advisor John Lumpkin to discuss financial basics including the importance of investing.

Kenny Pugh interviews Business Coach Christy Wright to discuss how to create freedom by starting a side business.

Today, my special guest is Damion Lupo. Damion and I kicked it off by talking about Financial Blueprint and creating a financially successful life – I think you’ll really enjoy this. He is a sought after financial consultant for high profile private clients. Using a vast depth and breadth of knowledge on financial markets, money psychology and unconscious pattern motivation he’s an expert at quickly assessing hidden financial cancers and holistically healing his clients and organizations through awareness, empowerment and vision development. If you enjoyed this episode, don’t forget to head over to iTunes and give us a rating and a review! Thanks in advance!   Click to Tweet “I was serving to a degree, but it was all about ME, and they were secondary. And I flipped that.” “The first time we make money – before we lose it – we think it’s all us, and nothing else is part of the equation.” You can’t grow to new heights without making mistakes.   Show notes [02:36] An 11-year-old entrepreneur [05:00] Having an entrepreneurial mindset [06:40] Selling to get money vs selling to do something great for people [09:21] Money: the wrong mindset, the right mindset [13:21] Taking action and accountability [14:00] Money and personal development [15:17] WHY are you doing what you’re doing? [16:40] The power of having a mentor and a coach [19:53] Making mistakes and leveling up [21:40] Money Psychology [23:35] Listening to what the Universe is telling/showing you [25:40] Breaking through paradigms [26:19] Your circle of influence [28:18] Surrounding yourself with the right people [30:02] Have total control of your financial life   Mentions Connect with Daniel on Twitter, Facebook and LinkedIn Visit Daniel’s website at http://totalcontrolfinancial.com/ Get a free copy of Dan’s book at http://totalcontrolfinancial.com/chris

Today's financial insanity requires a different approach. However, before you get started, you need a special assessment of your needs and a plan. Once the plan is in place, you're ready to go ahead and execute. All of this is done in an extremely cost-effective manner. Best of all, you'll be able to hold your physical metals in your own possession. No custodial arrangements. The best of all possible worlds. 

Speaker. Advisor. Financier What are some of the mistakes people make when addressing their personal finances? How can I overcome my fear and start a business? These are a couple of the questions I posed to my special guest Dr. Robert Watkins. Also, this week’s episode will share the following… Some of the mistakes people make with personal finance and business How to overcome being overwhelmed in life How innovation always has a place in today's marketplace

Kenny Pugh interviews Financial Stylist Carrie Pink and they discuss budgeting, discount shopping and discount travel.

How to Recalibrate, Recalculate, and Transform your Business and Personal Financial Blueprint! The FIT Financial Formula Part 2: Dr. Cristy Lopez | Phil Mutrie and the Expert Formula | Growth to Freedom with Dan Kuschell You can also get the Growth to Freedom Gift Package at: http://www.growthtofreedom.com/gift Download the show on itunes: https://itunes.apple.com/us/podcast/growth-to-freedom-clarity/id981989798?mt=2 SUMMARY: What is it that successful people do to attract, keep, and grow their finances? Did you know there are EMOTIONAL reasons why some people are good with finances and others are not? The FIT Financial Formula (Part 2) helps you understand your beliefs around finances, wealth, and success, and what you can do to recalibrate, recalculate, and transform your business and personal finance blueprint! Dr. Cristy Lopez has over 20+ years as a psychologist, a guest expert on Dr. Phil, the show Downsized, and worked with thousands of clients – and is uniquely qualified to share the strategies, insights, and wisdom to get the edge for greater clarity, confidence, and direction around money… how to make it, keep it, grow it, spend it, and leave it.   Discover things like: Why you make financial decisions like you do - it's programming and ________________; The Money Factor and how it stresses people out more than raising children and sex; The link and triggers that cause people to repeat the same habits with money over and over again; Financial Illiteracy is the biggest disease in this country and what you can do about it starting today; How to reprogram your financial blueprint in 3 easy steps; Uncover the false beliefs by doing the exercise - Evidence for, Evidence against, and then the transformation that can set you free; Most people wait 7 years of building habits, patterns, rituals, and emotional distress around money before they seek out help. It doesn't have to work this way. You can transform your money habits and as the ancient Chinese Proverb says: "Dig a well before your thirsty" by understanding the underlying beliefs, limiting beliefs, and then reset to have new one's installed for greater freedom and growth; Why knowledge is NOT enough when it comes to money habits- you must master your emotions around money; The power of childhood IMPRINTS: Dan reveals 2 examples from his childhood (being on food stamps as a kid and watching his dad and family get threatened by a gang where they threatened to blow up their house) and how that type of imprint can have a lasting impact, unless you apply what Dr Cristy Lopez shares with you; How you can shift your emotions and actions and be more productive, capable, and competent to achieve greater personal freedom and growth; An exercise to utilize the past for greater breakthroughs and freedom; And much, much more…   Dr. Cristy Lopez can help you transform your life, career, marriage, and relationships. Whether you’re a busy executive or in a career transition, she will show you how to build your success from the inside out. Contact Dr Lopez by going to http://www.cristylopezphd.com or contact her office at 602-323-7824. PLUS – Phil Mutrie of PhileMutrieNetwork.com joins us to share his biggest breakthroughs: the experts freedom formula, the big mistake he made in the beginning of his business that led him to earning about $15.46 in 6 months, having invested 1,000 hours, and ready to quit; What he would do differently and what this means for you... Get access to the full show here at: http://www.growthtofreedom.com/9 Get more clarity, capabilities, and confidence and join us for a new show at http://www.growthtofreedom.com   =================== ABOUT DAN KUSCHELL: =================== Dan Kuschell is a success driven business growth strategist, a media contributor, and thought leader. He helps entrepreneurs, leaders, and business owners grow and scale their companies 10x by driving the flow of elegant ideas, execution, and team-culture for greater clarity, confidence, and direction. Dan has been recognized worldwide for creating results with his resources, books, and strategies. Meet Dan at http://www.DanKuschell.com Get more access to Dan's wisdom here: http://www.youtube.com/ChampionVision Watch/Listen to the show: http://www.growthtofreedom.com Tweet us at: https://twitter.com/dan_kuschell Follow us on Facebook: https://facebook.com/dankuschellpage LinkedIn: http://www.linkedin.com/in/dankuschell Pinterest: https://www.pinterest.com/dankuschell Instagram: http://www.instagram.com/dankuschell  

What are the ingredients for transitioning from an overworked corporate employee to a successful network-marketing millionaire? Suzan Hart discusses how she went from working 50-60 hour weeks, to building a network of passionate people who work together to change people’s lives. This week’s episode will share the following… How entrepreneurship can change a person’s life How network marketing can be … Read more about this episode...

There is something about experiencing success in EVERY area of your life. There are certain characteristics that allow people to prosper in business, finances, along with other areas. Chris Cooper joins the Financial Blueprint and shares key tips to be successful in life. Takeaways from this episode include: How purpose ties into financial success. Why procrastination is an enemy. Why … Read more about this episode...

What are the ingredients for transitioning from an overworked corporate employee to a successful network-marketing millionaire? Suzan Hart discusses how she went from working 50-60 hour weeks, to building a network of passionate people who work together to change people’s lives. This week’s episode will share the following… How entrepreneurship can change a person’s life How network marketing can be used to build wealth Why network marketing has a bad reputation Why compassion leads to great personal and business relationships Why a person’s mindset leads to financial struggle Links referenced below… Suzan Hart’s website – http://www.suzanhart.com Kenny Pugh’s website – http://www.kennypugh.com

There is something about experiencing success in EVERY area of your life. There are certain characteristics that allow people to prosper in business, finances, along with other areas. Chris Cooper joins the Financial Blueprint and shares key tips to be successful in life. Takeaways from this episode include: How purpose ties into financial success. Why procrastination is an enemy. Why people fail in business, finances and career pursuits. Links referenced during the show… Chris Cooper’s website – http://www.chriscooperlive.com Limitless Atlanta Event - http://tinyurl.com/pn4alk7 Kenny Pugh’s website – http://www.kennypugh.com

When you hear the term taxes, it generally provokes a positive or negative response depending on who you are. Well my guest for this episode, Kemberley Washington, wants to make sure you get the most out of your tax experience and tax return this year. This week’s episode will teach you the following… 1. The date(s) of the official tax season. 2. Information on how to file an extension. 3. Tips for organizing your tax information. 4. Tips for maximizing your return. 5. Tips for parents. 6. Top mistakes people make in submitting their tax returns.

Everyone possesses something valuable that can be taken away in an instant. This episode addresses the importance of insurance and why everyone should be insured. Whether it’s to protect your apartment, home, automobile or yourself, insurance is important for everyone to possess. Adam Herndon, Licensed Insurance Agent, stops by to share his expertise and thoughts on insurance. This week’s episode will teach you the following… 1. The different types of insurance options. 2. Full coverage vs liability insurance. 3. What is the difference between whole & term life insurance? 4. Who should consider purchasing insurance? 5. Is insurance a good wealth building option?

In honor of the launch episode of Financial Blueprint, Kenny Pugh starts by exploring financial resolutions/goals for 2015. Tarra Jackson, financial expert, joins Kenny and provides key tips to help you create and follow your 2015 financial resolutions/goals. This week’s episode will teach you the following… 1. Financial resolutions/goals and why are they important. 2. Types of financial resolutions/goals a person should create. 3. The mistakes people make when creating financial resolutions/goals. 4. The steps involved in creating financial resolutions/goals. 5. How to stay motivated during the process of pursuing your resolutions/goals.

When you hear the term taxes, it generally provokes a positive or negative response depending on who you are. Well my guest for this episode, Kemberley Washington, wants to make sure you get the most out of your tax experience and tax return this year. This week’s episode will teach you the following… The date(s) of the official tax … Read more about this episode...

Everyone possesses something valuable that can be taken away in an instant. This episode addresses the importance of insurance and why everyone should be insured. Whether it’s to protect your apartment, home, automobile or yourself, insurance is important for everyone to possess. Adam Herndon, Licensed Insurance Agent, stops by to share his expertise and thoughts on insurance. This week’s … Read more about this episode...

In honor of the launch episode of Financial Blueprint, Kenny Pugh starts by exploring financial resolutions/goals for 2015. Tarra Jackson, financial expert, joins Kenny and provides key tips to help you create and follow your 2015 financial resolutions/goals. This week’s episode will teach you the following… Financial resolutions/goals and why are they important. Types of financial resolutions/goals a person … Read more about this episode...