Podcasts about financial guidance

Key Takeaways: Spend wisely: Businesses should cut unnecessary costs but keep investing in areas that support growth Keep marketing strong: Cutting marketing during tough times can hurt. Staying visible helps a business stay resilient. Work with vendors: Talking with vendors and negotiating better terms can lower expenses when money is tight. Combine finance and creativity: Matching financial planning with creative efforts makes marketing more effective and resources go further. Get expert advice: A skilled CPA can review expenses, suggest improvements, and give guidance on smart negotiation. Chapters: Timestamp Summary   0:00 Strengthening Business While Cutting Costs for Efficiency 1:00 Texas as a Self-Sufficient Economy 2:05 Distinguishing Essential Business Investments from Non-Essential Expenses 3:37 Balancing Marketing Strategies with Financial Prudence 6:36 Negotiation Strategies and Financial Guidance for Entrepreneurs 9:01 Accounting Conversations and Meditation Tips for Business Owners   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

The Paychex Small Business Employment Watch reports job numbers remain flat, while national hourly earnings stay below 3% growth for a 10th straight month. Gene Marks points to a continued slow down, citing the paltry 22,000 jobs reported by the Bureau of Labor Statistics and a national unemployment rate at 4.3%. However, Gene says this creates opportunity for small businesses to snap up top talent. Also, a survey notes that more than one-quarter of participating employees are seeking financial resources from employers, a perfect time for employers to offer added value. And can entrepreneurship be taught? Gene has some thoughts on to what degree this is possible. Additional resources Make Paychex an extension of your team: https://bit.ly/meet-paychex  DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.

PSG Wealth, a division of PSG Financial Services, offers award-winning wealth management solutions for individuals, families, and businesses across South Africa. Based in Bellville, it provides investment, retirement, estate planning, and employee benefit services, known for its research-driven and cost-effective approach. Radio Life & Style on Facebook · The Morning Show Sponsor: Excellerate Security

We all want to work with people who know and understand us and our specific businesses, and financial planning and wealth management are no different. Tune in to this week's episode as Jamie welcomes Matt Mulcock, Managing Partner at Dentist Advisors, for a full-picture discussion around how dentists are decidedly unique in both personal finance and wealth management. From tools and tips, to mapping out a manageable strategy and common mistakes, this edition is sure to provide insights on why working with dental-specific experts will help you keep more of the money you earn. Dentist Advisors: https://dentistadvisors.com/

Eric's journey into the financial world was born from personal experience. Growing up, he watched his hardworking father battle a debilitating illness and saw the financial strain it placed on his family. It became clear to Eric that many hardworking professionals, like his parents, were navigating a complicated financial landscape without the personalized guidance they needed. This realization sparked his lifelong mission: to become the trusted advisor families could count on during life's most challenging moments. With a degree from the University of Rhode Island, Eric began his career at Merrill Lynch in Retirement Plan Services, laying the foundation for his expertise in long-term financial planning. He later joined Bloomberg, LP, where he deepened his knowledge and expanded his ability to deliver impactful financial solutions. Over the last 13 years, Eric has helped clients save millions in taxes and move confidently toward financial independence. What sets Eric apart is his empathy-driven approach. He takes the time to understand each client's unique story and crafts personalized strategies that align with their goals and values. His mission is to provide more than just financial advice—he offers clarity, security, and peace of mind, helping clients transform uncertainty into confidence and turn aspirations into lasting legacies.   During the show we discussed:  Tax planning vs. tax prep: the big misconception How tax strategy can save millions—and why few use it Real client example of proactive tax savings Why advisors must show up in tough times, not just wins Common financial traps before hiring an advisor The overlooked human side of financial advising Balancing ambition and risk in high-stakes decisions An investment to avoid—and the reason behind it Why one-size-fits-all advice is risky Crafting strategies based on life, not just income How empathy shapes better financial plans   Resources: https://www.emangold.com/  

On this conversation, Steve and Derrick discuss the complexities of retirement planning, particularly in the context of divorce and widowhood. They emphasize the importance of proper financial planning to mitigate the impact of life changes on wealth and standard of living. The discussion also touches on the financial lessons learned from high-profile individuals like Shaquille O'Neal and the necessity of professional guidance for effective financial management. Additionally, they address the unique challenges faced by small business owners and the importance of having a solid exit strategy. Get Your Complimentary Retirement Analysis Social Media: Facebook I Twitter See omnystudio.com/listener for privacy information.

On this episode: Most of us want to retire and most of us want to STAY retired. Why are people going back to work in their 70s? Diving into your 401(k). What might be holding you back? One retirement strategy to grab onto with both hands. Like this episode? Hit that Follow button and never miss an episode!

In this soul-aligned episode, I channel messages from Jaclyn's angels about manifesting her photography business, overcoming self-doubt, and embracing 2025's transformative energy. Discover how her future self is magnetizing opportunities, why Seraphim emphasize affirmations, and practical steps to blend spirituality with branding. Whether you're pivoting careers, building a creative biz, or seeking angelic protection, this reading reveals how to trust divine timing. Join my Angel Reiki School or 21-Day Money Miracles Challenge (links below!) to unlock your own miracles!   TIMESTAMPED OVERVIEW 00:00 Introduction & Angel Guidance 00:06 Jaclyn's Meditation & Angel Messages 03:31 Future Self & Manifestation Energy 05:00 Seraphim's Affirmation Strategy 08:00 Career Shift: Photography Calling 12:21 Spiritual Energy in Branding Photography 15:46 Angelic Business Protection Assurance 20:57 Financial Guidance & Side Hustles 22:27 Overcoming Self-Doubt in Entrepreneurship 25:00 Photography Niche & Studio Expansion 26:15 2025's “Color Outside the Lines” Energy 27:53 Closing & Angel Reiki School Offer 28:30 Final Blessings & Community Prayer   LEARN MORE Have questions about The Angel Membership or the Angel Reiki School? Book a free Discovery Call with Julie: https://calendly.com/juliejancius/discovery-call Angel Reiki School (In-Person) Oak Brook, IL June 6–8, 2025 Get certified in mediumship, energy healing, and angel communication https://theangelmedium.com/get-certified Angel Reiki School (Online) Starts the 1st of every month Learn from anywhere https://theangelmedium.com/get-certified 21-Day Money Miracles Challenge Starts May 11, 2025 Exclusive to Angel Members - JOIN TODAY https://theangelmedium.com/angelmembership Book a 1-on-1 Angel Reading With Julie Connect with your angels and loved ones in Heaven https://theangelmedium.com/readings Want a Free Reading? We're selecting 50+ volunteers for free readings at the in-person Angel Reiki School Leave a 5-star review of the podcast and copy/paste it here for a shot to win: https://theangelmedium.com/contact Earnings Disclaimer: You agree that the Company has not made any guarantees about the results of taking any action, whether recommended on this Website or not. The Company provides educational and informational resources that are intended to help users of this website succeed in their online business and otherwise. You nevertheless recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control and/or knowledge of the Company. You also recognize that prior results do not guarantee a similar outcome. Thus, the results obtained by others – whether clients or customers of the Company or otherwise – applying the principles set out in this Website are no guarantee that you or any other person or entity will be able to obtain similar results.

In this powerful episode, I channel messages from the angels for guests Angela and Melissa, covering intuition, healing family wounds, and aligning with your soul's purpose. Angela's journey from motherhood to nursing school reveals how angels guide career shifts, while Melissa receives divine financial guidance for her soil business and legacy goals. Learn practical steps to trust your intuition, rewrite self-talk, and embrace your role as an Earth Angel. Whether you're navigating relationships, career changes, or spiritual growth, your angels are here to light the way. Join my Angel Membership or Reiki School (links below!) to deepen your journey! TIMESTAMPED OVERVIEW 00:00 Introduction & Angel Guidance 00:06 Angela's Meditation & Angel Messages 04:49 Balancing Motherhood & Self-Talk 07:26 Affirmations for Healing & Confidence 09:28 Connecting with Loved Ones in Spirit 12:21 Nursing School & Soul Purpose 15:46 Mother's Message & Family Healing 20:57 Overcoming Self-Doubt & Relationships 33:47 Melissa's Intuition & Career Shift 35:00 Financial Guidance & Market Insights 36:19 Soil Business & Angel Advice 47:24 Legacy Building & Teaching Values 50:42 Closing & Angel Membership Offer   LEARN MORE Have questions about The Angel Membership or the Angel Reiki School? Book a free Discovery Call with Julie: https://calendly.com/juliejancius/discovery-call Angel Reiki School (In-Person) Oak Brook, IL June 6–8, 2025 Get certified in mediumship, energy healing, and angel communication https://theangelmedium.com/get-certified Angel Reiki School (Online) Starts the 1st of every month Learn from anywhere https://theangelmedium.com/get-certified 21-Day Money Miracles Challenge Starts May 11, 2025 Exclusive to Angel Members - JOIN TODAY https://theangelmedium.com/angelmembership Book a 1-on-1 Angel Reading With Julie Connect with your angels and loved ones in Heaven https://theangelmedium.com/readings Want a Free Reading? We're selecting 50+ volunteers for free readings at the in-person Angel Reiki School Leave a 5-star review of the podcast and copy/paste it here for a shot to win: https://theangelmedium.com/contact Earnings Disclaimer: You agree that the Company has not made any guarantees about the results of taking any action, whether recommended on this Website or not. The Company provides educational and informational resources that are intended to help users of this website succeed in their online business and otherwise. You nevertheless recognize that your ultimate success or failure will be the result of your own efforts, your particular situation, and innumerable other circumstances beyond the control and/or knowledge of the Company. You also recognize that prior results do not guarantee a similar outcome. Thus, the results obtained by others – whether clients or customers of the Company or otherwise – applying the principles set out in this Website are no guarantee that you or any other person or entity will be able to obtain similar results.

In this episode of Charleston's Retirement Coach, Brandon Bowen discusses the challenges faced by widows and divorcees in financial planning, the impact of market volatility on retirement savings, and the emotional responses that can arise during uncertain times. He emphasizes the importance of having a solid income-focused retirement plan and encourages listeners to seek second opinions on their financial strategies. The conversation also touches on legacy planning and the need for timely financial decisions to avoid regrets later in life. Like what you hear? Get a second opinion today: bowenwealth.com Follow us on social media: YouTube | Facebook | LinkedInSee omnystudio.com/listener for privacy information.

Bigfoot Outlaw Introduces Inbaal the Well Known Psychic Medium Tarot Reader From the UK! This Tuesday 6PM EST. Bigfoot Outlaw Inbaal will be explaining how to use Tarot Cards for financial guidance!Welcome to "Tarot for Financial Guidance: Understanding Your Money Path"!

Join Julie Jancius on Angels and Awakening as she channels messages from Nancy's spirit team, including her parents, Archangels, and a younger male relative in spirit. Discover how Nancy's childhood intuition evolved into a powerful healing gift, why Archangel Gabriel urges her to write a book, and how to align with financial abundance through divine guidance.  

In this episode of Just Covered, we meet independent financial adviser, Hulya Gunay, for a divorce-focused special. Hulya's story is unique and inspiring. Driven by a combination of personal and professional experience, she established her own firm in 2018 that's carved a niche in the market specialising in representing women as they navigate key turning-points and transitions in their lives. Today, it's her passionate mission to empower female professionals and business owners to find financial freedom. She also holds a strong belief in the crucial role of financial advisers in navigating divorce. Listen to her powerful story…This episode also covers:· Hulya's client acquisition strategy and approaches to building long-relationships and trust with clients, especially post-divorce.· How women can be neglected from marital financial planning, and the often-overlooked extent of financial abuse and manipulation in relationships.· The importance of consulting financial advice as early as possible in the divorce process and other key divorce challenges.

There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia's 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford talks to David Barrett, an independent consultant with a wealth of experience in the industry, to delve into the evolving landscape of digital advice for SMSFs. Barrett highlights a recent partnership between a digital advice provider and a major institution, showcasing the industry's progress. While the initial iterations of digital advice have been simplistic, they have laid the groundwork for more complex solutions in the future. However, when faced with complex scenarios such as defined benefit schemes, digital advice may still require human intervention. Listen as they discuss: The role of digital advice in SMSFs. Challenges and drawbacks of digital advice. Legislative agenda and future considerations.

On this week's show: Interest rates, the politics, the Fed, and the markets. What happened in 2024 and where are we going in 2025? The boulder people forget about in retirement planning. A million dollars should be enough in retirement savings…isn’t it? Want to do-it-yourself? Here are the Top 5 things people miss. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Jay Turner and Mitch Radhuber, co-founders of Fince about changing the way we think about money and personalized financial guidance.In this episode we discussed:The importance of considering your goals and looking at the big picture.Why you should put money advice from social media into perspective..Allow yourself to have the quality of life to include what brings you joy.Be aware of where your money is going. You can have it all, you just can't have it all at once - Scott Galloway. Jay Turner's background is in business operations and supply chain with a business degree from the University of South Carolina, originally from Atlanta, Georgia. He is a volunteer for Junior Achievement and is a member of the AFCPE. He is now the cofounder and CEO of FinceMitch Radhuber is a software engineer with a degree in computer engineering from the University of Michigan, originally from Westchester County, New York. He started his career working as an engineer at a large investment bank in New York City. He's now the co-founder and CTO of Fince.Connect with Jay Turner:LinkedIn:(here)Twitter/X: (here)Newsletter: Follow the Money (here)Connect with Mitch Radhuber:LinkedIn:(here)Twitter/X: (here)Newsletter: if (Money): (here)Fince:Website: (here) Referenced:Article about the impact of tutoring in school and how that applies to money (here)Study on Gen Z getting financial advice from social media (here) Rahkim Sabree (website)  - check out: The Get Ready Money Podcast with Rahkim Sabree: Overcoming Financial Trauma (here)Prudence Zhu (website) - check out: The Get Ready Money Podcast with Prudence Zhu: Living A Life You Love (here)Compound Interest: The Get Ready Money Podcast Financial Five Episode with Chris Mouzon, Derrick Wesley, Mac Gardner and Thomas Kopelman: The Power of Compound Interest (here)Support the show

Car stocks got clobbered as the global auto industry is heading for a major fall. There was a flood of announcements from carmakers all over the world this weekend as carmakers are facing very difficult choices. The fallout from the growing reverse will be profound given how important a rising auto market had been up to now. Eurodollar University's Money & Macro AnalysisStellantis Updates 2024 Financial Guidancehttps://www.globenewswire.com/news-release/2024/09/30/2954870/0/en/Stellantis-Updates-2024-Financial-Guidance.htmlBloomberg Stellantis Cuts Forecasts in Further Blow to Besieged Carmakershttps://www.bloomberg.com/news/articles/2024-09-30/stellantis-cuts-2024-forecast-on-costs-for-us-global-slowdownDow Jones Aston Martin shares fall 25% after warning blamed on supply disruptions, Chinahttps://www.morningstar.com/news/marketwatch/2024093033/aston-martin-shares-fall-25-after-warning-blamed-on-supply-disruptions-chinaVolkswagen AG updates its forecast for the 2024 financial yearhttps://www.volkswagen-group.com/en/ad-hoc/volkswagen-ag-updates-its-forecast-for-the-2024-financial-year-18698The Guardian Volkswagen has ‘a year, maybe two to turn around', financial chief warnshttps://www.theguardian.com/business/article/2024/sep/04/volkswagen-has-a-year-maybe-two-to-turn-around-financial-chief-warnsBloomberg VW's Second Profit Warning Exposes a Carmaker in Declinehttps://www.bloomberg.com/news/articles/2024-09-30/volkswagen-s-second-profit-warning-exposes-a-carmaker-in-declinehttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Calvin and Hobbes is one of the most timeless comic strips in American history, but is there anything we can learn from Bill Watterson's masterpiece in the financial realm? Turns out there is, and Mark will draw on wisdom from the comic to highlight several quotes that offer valuable lessons for financial planning.   Here's what we discuss in today's show: Preparing in advance for some of those financial surprises. Having a sound investing strategy. Making sure your retirement income keeps pace with inflation. Getting ahead on your retirement plan.   Want to get in touch with Mark?  Web: https://silverman-associates.com/home Email: mark@silverman-associates.com Phone: 520.512.8832

Our guest this week is Bill Walters of Collinswood, NJ, father of two and founder of Perfectly Imperfect Families.Bill is the proud father of two children: Jake (21) and Tammy (23), who between the two of them have had a variety of challenges including; hearing impairment, development delays, IBS, ADHD and endometriosis.  Bill has been a single father for much of his children's lives.  Professionally, Bill is a financial advisor who offers insurance and financial guidance for perfectly imperfect families. Through faith and perseverance, Bill has been able to overcome a lot of adversity and show others how to do the same. We'll hear Bill's story and more on this episode of the SFN Dad to Dad Podcast. Show Notes - Phone – (267) 278-5062Email - bill@perfectlyimperfectfamilies.comLinkedIn - https://www.linkedin.com/in/billjwalters/Website -   https://www.perfectlyimperfectfamilies.com Special Fathers Network - SFN is a dad to dad mentoring program for fathers raising children with special needs. Many of the 800+ SFN Mentor Fathers, who are raising kids with special needs, have said: "I wish there was something like this when we first received our child's diagnosis. I felt so isolated.  There was no one within my family, at work, at church or within my friend group who understood or could relate to what I was going through."SFN Mentor Fathers share their experiences with younger dads closer to the beginning of their journey raising a child with the same or similar special needs. The SFN Mentor Fathers do NOT offer legal or medical advice, that is what lawyers and doctors do. They simply share their experiences and how they have made the most of challenging situations.Check out the 21CD YouTube Channel with dozens of videos on topics relevant to dads raising children with special needs - https://www.youtube.com/channel/UCzDFCvQimWNEb158ll6Q4cA/videosPlease support the SFN. Click here to donate: https://21stcenturydads.org/donate/Special Fathers Network: https://21stcenturydads.org/  

Research and articles shared in this episode include:"Best and Worst States to Retire". From "BottomLineInc. Link: https://www.bottomlineinc.com/money/retirement-living/best-and-worst-states-to-retire"Aging Alone? Financial Planning for Singles". "BottomLineInc". Link: https://www.bottomlineinc.com/money/financial-planning/aging-alone-financial-planning-for-singles"The Mediterranean diet is all the rage because it represents a way of life we've lost"."MedicalXpress". Link: https://medicalxpress.com/news/2024-08-mediterranean-diet-rage-life-weve.html"How physical fitness and lifestyle impact biological aging". "Medicalxpress". Link: https://medicalxpress.com/news/2024-08-physical-lifestyle-impact-biological-aging.html"Feeling groggy in the afternoon? Here's how to nap the right way". "ABC News". Link: https://abcnews.go.com/Health/wireStory/feeling-groggy-afternoon-heres-nap-113056249"September Happiness Calendar". "Greater Good Magazine". Link:"https://greatergood.berkeley.edu/article/item/your_happiness_calendar_for_september_2024"The power of play: Strengthening senior well-being through generational bonds". "Medicalxpress.com". Link: https://medicalxpress.com/news/2024-08-power-play-senior-generational-bonds.html#google_vignette"The Importance of Mental Fitness". "Healthline.com". Link: https://www.healthline.com/health/depression/mental-fitness"9 Brain Exercises to Sharpen Your Memory and Focus". "PsychCentral.com". Link: https://psychcentral.com/health/brain-exercises"One simple trick to make crouching down and squating EASIER". "YouTube.com. Link: https://www.youtube.com/shorts/7SZMzh-RCNc"Best Home Blood Pressure Monitors of 2024". "ConsumerReports.org". Link: https://www.consumerreports.org/health/blood-pressure-monitors/best-home-blood-pressure-monitors-of-the-year-a2729131535/---Host: Stephen Carter - Website: https://StressReliefRadio.com - Email: CarterMethod@gmail.com---Technical information:Recorded with Twisted Wave. Edits with Twisted Wave, Hush, and Levelator. Final edits and rendering with Hindenburg Pro. Microphone: CAD E100Sx.---Key words: meditarian diet, power napping, senior happiness, senior mental health,

With the part-time CFO program offered by Hinckley Cook (+1-972-335-1553), Frisco business owners can access high-level financial expertise at a fraction of the cost. You can learn more at https://www.hinckleycpa.com/frisco.php Hinckley Cook PC - Frisco City: Frisco Address: 5850 Town and Country Blvd #1304 Website: https://www.hinckleycpa.com/frisco.php Phone: +1-972-335-1553 Email: Kirt@HinckleyCPA.com

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-founder of PAX Financial Group, explains the pivotal role financial advisors play in helping clients navigate complex financial decisions. Highlighting real-life examples and personal insights, Darryl underscores the importance of having a trusted advisor as a thinking partner. Additionally, Darryl introduces his new podcast, The Dark Side of Finance, which will spotlight stories of financial crime and underscore the need for vigilance. Key highlights include: *How financial advisors assist with major life decisions, from evaluating job offers and insurance policies to planning for children's education and setting up wills and trusts.  *Why frequent check-ins with your financial advisor are crucial for staying on track with your financial goals. *An exploration of the dynamics of trust between clients and financial advisors.  *A sneak peek into Darryl's new podcast, which will explore the darker aspects of the financial world, highlighting stories of financial crime and deception. This new series aims to raise awareness and promote vigilance among listeners. Tune in to this week's episode to gain a deeper understanding of the value of a trusted financial advisor and how they can help you navigate financial challenges. If you enjoyed today's episode, please leave a comment and share the show with a friend! Disclaimer: Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm.

An emerging market like Panama presents an attractive investment opportunity, but local complexities can be off-putting for even the most seasoned investors. That's where the local experts at Consulting Panama can help. Go to https://consulting-panama.com/ for more information. Proper Consulting Panama City: Panama Address: Gerardo Ortega PH Central 3rd Floor Website: https://www.consulting-panama.com Email: hello@consulting-panama.com

Today, I'm talking with Ross Marino, the founder and CEO of Transitus Wealth Partners, as well as Advisor 2X. Ross is a seasoned financial planner with over 35 years of experience and a pioneer of the human-first financial guidance movement.As Ross wisely says, "Life happens, plans change." As a financial advisor, your role goes beyond crunching numbers and discussing products. It's about truly understanding your clients—their thoughts, emotions, and experiences. By connecting with them on a deeper level, you can provide the guidance they need to navigate life's uncertainties. That's what human-first financial advice is all about. In this episode, we dive deep into the human-first process and how a better understanding of your client's circumstances and story, will allow you to create a clear plan to help them retire with confidence.3 of the biggest insights from Ross Marino …What the human-first approach is – and how focusing less on the numbers and more on the person can transform your business.Two simple, yet very powerful questions, you can ask new clients to get them to open up and uncover their money story.What “mission meetings” are and how they can build trust, strengthen relationships, and help you provide better financial guidance.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Ross' book, "Shaping Change: How To Respond When Life Disrupts Your Retirement Plan" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "67" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/67FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright Triad Partners, LLC 2024TP06243458886

While Macy's leadership expressed confidence in their ability to navigate the current economic landscape and drive profitable growth, a realistic assessment of the company's future performance will depend on the successful execution of its strategic initiatives and its ability to adapt to evolving consumer behaviors and market conditions.**Navigating Challenges and Driving Growth**Macy's acknowledged the ongoing pressure on consumers amidst inflationary pressures, as stated by CEO Tony Spring on the earnings call. However, the company expressed confidence in returning to profitable growth by executing its "Bold New Chapter" strategy focused on strengthening the Macy's brand, accelerating luxury growth, and simplifying operations.**Promising Performance in Pilot Stores**Analysts inquired about the promising 3.4% comparable sales gain in Macy's first 50 pilot stores, seeking insights into the key initiatives driving this growth and their potential for scaling across the chain.**Gross Margin Expansion and Inventory Management**Gross margin management emerged as a critical topic, with discussions revolving around Macy's strategic steps to expand gross margins in Q2 and the role of vendor engagement in this context. Inventory management strategies were also highlighted.**Credit Card Revenue and Cost Management**Analysts probed into Macy's better-than-expected Q1 credit card revenue performance and its implications for future forecasts. Additionally, cost-saving initiatives and SG&A expense control measures were explored.**Consumer Behavior Insights and Segmentation**Understanding nuances in consumer behavior across various income levels was a focal point, as Macy's aims to navigate shifts in consumer spending patterns to maintain and grow its market presence.**Strategic Growth Initiatives**Macy's smaller format store strategy, luxury segment initiatives at Bloomingdale's and Bluemercury, and asset monetization plans were discussed, providing insights into the company's growth and value-creation strategies.**Financial Guidance and Outlook**For fiscal 2024, Macy's raised its EPS outlook and adjusted its sales range, reflecting confidence in its strategic direction amidst a transitional year. The company acknowledged the challenges but remained optimistic about executing its growth plans effectively. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit theearningscall.substack.com

Welcome to the Financial Freedom and Wealth Trailblazers Podcast! In this episode, we dive into financial guidance and planning. "My journey into wealth management was shaped by poignant experiences that underscored the importance of proper financial planning. I had grandparents on both my mother's and father's side who did everything they were supposed to do to "live the American dream". They worked hard their entire careers, lived within their means, and saved the rest; all to see most of their savings evaporate on them when their health took a turn for the worse later in life. This ate away at nearly all of their life savings that they were hoping to pass on to their heirs, fortunately, there were plenty of fond, experiential memories that were able to more than compensate for the lack of proper estate planning. On the other hand, working with affluent families revealed the challenges of managing inherited wealth. Too often, I've seen families ill-prepared to navigate the complexities of wealth transfer, resulting in squandered legacies and lost opportunities. It's this stark contrast between the dreams deferred and the potential unrealized that fuels my passion for wealth management. I'm committed to breaking the cycle of financial unpreparedness by guiding families in governance, promoting financial literacy, and fostering healthy financial habits. My goal is to empower families to secure their legacies for generations to come." Connect with Andrew on socials here: LinkedIn: linkedin.com/in/andrew-van-alstyne/ Facebook: facebook.com/AndrewVanAlstyneMBA Instagram: instagram.com/andrew_fiduciaryfinancial/ Grab Andrew's resources here: https://forfiduciary.com/ =================================== If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends. Thanks for watching the Financial Freedom and Wealth Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com. Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. Request to join here: https://www.facebook.com/groups/profitablecoursecreators QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-application GET MORE CLIENTS: https://app.digitaltrailblazer.com/client-acquisition-accelerator-pdf DIGITAL TRAILBLAZER: https://digitaltrailblazer.com/ JOIN OUR FREE FACEBOOK GROUP: https://www.facebook.com/groups/profitablecoursecreators

Welcome back to the Mills Knows Bills podcast! In this episode, host Mills Bender, CEO of Mills Knows Bills, chats with guest Brady Slack, managing partner at High Country Finance and co-founder of the software company Stacked. They discuss the attributes of their best clients, emphasizing the importance of a positive money mindset and the willingness to put in the work. Slack shares his perspective on effective client relationships from an accounting and tax planning viewpoint, highlighting the benefits of viewing financial professionals as partners and the potential for making more money while paying fewer taxes. Listeners are encouraged to reach out to their own advisors and professionals for personalized financial or tax advice, ensuring a comprehensive approach to managing individual financial situations. If you enjoyed this content, subscribe to the Mills Knows Bills YouTube page for the latest! https://www.youtube.com/@MillsKnowsBills   For more information, please visit https://www.millsknowsbills.com   00:00 Welcome to Mills Knows Bills: Mastering Your Money 00:53 Special Guest Introduction: Brady Slack 01:39 The Key Traits of the Best Clients 04:05 Exploring Financial Strategies and Client Relationships 06:51 How to Connect with Brady Slack for Financial Guidance 07:43 Wrapping Up: Resources and Thanks 09:33 Final Thoughts and Disclaimer

In this episode of Money Grows On Trees: The Podcast, host Lloyd Ross delves into the importance of establishing personal money rules to effectively manage finances. By sharing his own money rules and how they have shaped his financial decisions, Lloyd emphasizes the value of setting guidelines to achieve financial goals and avoid costly mistakes. He encourages listeners to create their own money rules to establish a financial culture in their households and secure a prosperous future. Join Lloyd as he shares his insights and principles for building wealth and financial independence. Tune in to learn how implementing money rules can guide you toward financial success and stability.

Have you ever caught yourself red-handed in the blame game? It's a hard habit to break, but it's crucial for spiritual growth. Our latest podcast episode takes you through the transformative process of evolving from spiritual infancy to maturity. We discuss how to recognize and take personal responsibility in our faith walk, and share strategies to grow beyond grumbling and dependency. It's a deep dive into scriptures that will challenge you to examine your own actions and embrace the growth that is waiting for you. Gratitude can be elusive, especially when life hits us with curveballs. This episode peels back the layers of dissatisfaction and envy that often entangle us in a state of constant comparison. We explore the dangers of grumbling and complaining, showing how these attitudes can distort our perception of God's blessings and provisions. Through the lens of the Israelites' journey and the pitfalls they faced, I guide listeners toward maintaining perspective and cultivating a thankful heart even in the midst of challenges. Finally, we embark on a discussion about God's meticulous care for us, His sovereign authority, and how recognizing these truths can profoundly affect our lives. The episode concludes with a message of hope and guidance for those feeling the financial squeeze in these uncertain times. We reflect on the divine intercession and justice, assuring listeners that, despite worldly economic instability, faith can anchor us and lead us through the storm. Join us for this heartfelt conversation that promises to strengthen your trust in the Lord's plan for your life. Where to dive in: (0:00:01) - Conquer the Blame Game and Grow Spiritual growth requires personal responsibility, vigilance, and overcoming the pitfalls of complaining to progress in faith. (0:13:36) - The Trap of Grumbling and Comparison Grumbling's triggers and dangers, maintaining perspective, and recognizing blessings through the Israelites' journey. (0:21:13) - The Dangers of Grumbling and Complaining Grumbling's deceptive nature, dangers of hunger-driven sin, addressing needs without complaining, and avoiding entitlement and laziness in society. (0:30:05) - Understanding God's Sovereignty and Authority Grumbling and complaining against others shows lack of faith in God's sovereignty; taking responsibility for spiritual growth and understanding God's authority is important. (0:42:20) - Understanding God's Sovereignty and Provision God's sovereignty, purpose, care, and commitment in our lives, and the nature of suffering. (0:50:51) - God's Sovereignty and Justice God's sovereignty and creative power, omnipotence, divine purpose and wisdom, justice, providence, trust in God's plan. (1:00:08) - Financial Guidance in Uncertain Times Faith provides guidance and support during financial hardship, reminding us of God's steadfast provision. Leave a review and share the message. About your host: Jaime Luce' testimony has daunting personal mountains and treacherous financial valleys. She was trapped in day-to-day stress and couldn't see a way forward. But how she started is not how she finished! And she wants you to know God has a plan for your life too, no matter how tough it seems. Today, Jaime has been married to the love of her life for almost three decades, owns two companies, and has become an author and podcaster. God's way is always the blessed way! Free chapter of Jaime's new book: You Don't Need Money, You Just Need God: https://jaimeluce.com/book/ Connect: - Website: https://jaimeluce.com - Facebook: https://www.facebook.com/jaime.luces.page - Instagram: https://www.instagram.com/jaime_luce/ - LinkedIn: https://www.linkedin.com/in/jaime-luce-00395691/

Ellevest CEO Sallie Krawcheck speaks on her platform that provides wealth and financial guidance to women See omnystudio.com/listener for privacy information.

Sheila Kahyaoglu, a Jeffries research analyst, joins “Forbes Newsroom” to discuss Boeing earnings after the company decided not to share financial guidance after several Boeing 737 Max 9 planes malfunction.Stay ConnectedForbes newsletters: https://newsletters.editorial.forbes.comForbes on Facebook: http://fb.com/forbesForbes Video on Twitter: http://www.twitter.com/forbesForbes Video on Instagram: http://instagram.com/forbesMore From Forbes: http://forbes.comForbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Topaz Adizes (@the_skindeep) is a filmmaker and producer of the interactive documentary, {THE AND}. For years, he has studied the effect that holding cathartic, intimate conversations can have on relationships and has developed resources that anyone can use to facilitate these conversations in their own life. He believes deeply in the power of questions and shares his journey to this work. Watch for his new book, Twelve Questions for Love: A Guide to Intimate Conversations and Deeper RelationshipsSocial media links for Topaz: Instagram, Twitter, Facebook, LinkedIn and YouTubeFor more about The Skin Deep, visit TheSkinDeep.com. To learn more about Topaz Adizes and his work, visit TopazAdizes.com.Purchase his new book here: https://www.amazon.com/12-Questions-Love-Conversations-Relationships/dp/1632174901The link for Christine Lane's Financial Guidance: https://mindovermoneysite.com/This episode is sponsored by Cerebral. For a prescriber, therapist, or both go to www.Cerebral.com/podcast and use offer code MENTAL for 15% off.It would greatly help Paul get advertisers if you took this anonymous survey (no personal info or tracking to worry about) gum.fm/mentalWAYS TO HELP THE MIHH PODCASTSubscribe via iTunes and leave a review. It costs nothing. https://itunes.apple.com/us/podcast/mental-illness-happy-hour/id427377900?mt=2Spread the word via social media. It costs nothing.Our website is www.mentalpod.com our FB is www.Facebook.com/mentalpod and our Twitter and Instagram are both @Mentalpod Become a much-needed Patreon monthly-donor (with occasional rewards) for as little as $1/month at www.Patreon.com/mentalpod Become a one-time or monthly donor via PayPal at https://mentalpod.com/donateYou can also donate via Zelle (make payment to mentalpod@gmail.com) To donate via Venmo make payment to @Mentalpod Try Our Sponsor's Products/ServicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Rory and Julie are joined by Ross Marino, CEO and founder of Transitus Wealth Partners and Advisor2X, as they delve into the concept of human-first financial guidance and the art of connecting deeply with clients. Discover how Ross's unique methodology, which involves a series of insightful questions, helps to uncover clients' true financial and personal aspirations. Learn about Ross's journey and personal experiences that shaped his approach to financial planning, emphasizing a shift from traditional financial planning to understanding the human behind the numbers. Listen as they discuss the unpredictability of life's journey, noting how clients' situations and desires can drastically evolve over the years, underscoring the importance of adapting financial plans to life's ever-changing circumstances. Do you want to know a simple four-question process to help clients open up about their thoughts and feelings? Are you interested in learning how to conduct a human-first financial guidance meeting with current clients? Find out the answers to these questions and more with Ross Marino!

Suzanne Siracuse is the former CEO and Publisher of InvestmentNews, where she oversaw a transformation in the news business and supported the evolution of the financial guidance profession. Suzanne now advises on game-changing trends that affect the financial services industry.Suzanne discusses how financial guidance has changed, what financial professionals can do to grow their business right now, and her predictions for what the industry will look like in the future.Go to Suzanne Siracuse's website See more retirement risk management insights from Allianz...Allianz Life Insurance Company of North America (Allianz) and Allianz Life Financial Services, LLC are not affiliated with our podcast guests or their companies. Any links to the podcast guest's website is being provided as a service to you. Opinions expressed by the podcast guests are not necessarily those of Allianz or its affiliates. Please note that the information and opinions are provided by third parties and sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.Allianz Life Insurance Company of North America has been keeping its promises since 1896 by helping Americans achieve their retirement income and protection goals with a variety of annuity and life insurance products.Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.This content is for general educational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, its affiliates, and their employees and representatives do not give legal or tax advice or advice related to Social Security or Medicare. Customers are encouraged to consult with their own legal, tax, and financial professionals for specific advice or product recommendations, or the Social Security Administration (SSA) office for their particular situation.Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America. Registered index-linked annuity (RILA) guarantees do not apply to the performance of the variable subaccounts, which will fluctuate with market conditions.Products are issued by Allianz Life Insurance Company of North America. Registered index-linked annuities (RILAs) are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.comThis content does not apply in the state of New York.For financial professional use only – not for use with the public.

In this episode of the Auto Repair Marketing Podcast, hosts Kim and Brian Walker discuss the topic of bankruptcy with industry coaches Rick White and Cecil Bullard. Each guest shares their personal experiences with bankruptcy, providing insights into the emotional and financial struggles they faced. They discuss the importance of learning from past mistakes, seeking professional advice, and maintaining open communication in relationships during difficult times. The episode emphasizes resilience, the power of education, and the importance of not letting fear or pride hinder business growth. The speakers also highlight the value of giving and receiving support and the significance of moving forward after failure.Thank you to RepairPal for sponsoring The Auto Repair Marketing Podcast. Learn more about RepairPal at https://repairpal.com/shopsShow Notes with TimestampsThe decision to file for bankruptcy (00:02:12) Discussion about the impact of bankruptcy on marriages and families, encouraging openness and sharing of experiences.Rick White's bankruptcy story (00:04:08) Rick shares his personal experience of going bankrupt in 1989, selling his shop to pay off debts, and facing the consequences of vendors going after him.Cecil Bullard's bankruptcy story (00:06:19) Cecil talks about his experience of owing the IRS and the state of California a significant amount of money while owning multiple shops in Palm Springs.The manager's financial troubles (00:06:38) The speaker discusses the financial troubles faced by the manager, including owing money to the IRS and having to sell off shops.Bankruptcy and starting over (00:08:16) The speaker shares their experience of declaring bankruptcy, moving to a new location, and starting over in their career.Overcoming adversity and finding success (00:09:06) The speaker talks about facing multiple challenges, including a severe injury, financial difficulties, and bankruptcy, but ultimately finding success and running a successful shop.The bankruptcy decision (00:14:15) The speaker talks about their experience with bankruptcy, the poor decisions made during a road construction project, and the stress levels they faced.Encouraging others after bankruptcy (00:15:56) The speaker discusses how they found peace and were able to encourage others who had also filed for bankruptcy.Different types of bankruptcy (00:18:35) The speaker shares their experience with Chapter 13 bankruptcy and emphasizes the importance of getting educated and seeking legal advice before making a decision.The Tax Bill and Financial Guidance (00:20:24) Discussion on the importance of being prepared for tax bills and the difference between a CPA and a CFO.Bankruptcy and Learning from Failure (00:20:52) Personal experience with bankruptcy and the lessons learned from failure and tough times.Importance of Making Mistakes and Financial Advice (00:23:35) Emphasizing the value of making mistakes, seeking financial advice, and the need to let go of pride and fear in business.The importance of learning from mistakes (00:26:37) The importance of learning from past mistakes and not allowing them to dictate future decisions.Taking care of yourself emotionally and mentally (00:28:17) How to take care of oneself emotionally and mentally during difficult times, and Speaker 5 shares his perspective and advice.Moving forward and starting over (00:31:36) The mindset shift and perspective change needed to move forward and start over after facing challenges and setbacks.The bankruptcy experience (00:33:21) Discussion on the perspective change needed when facing bankruptcy and the importance of not staying stuck in the pain.The importance of relationships (00:35:10) The significance of communication

There's a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we do than what they need. Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago … Read More Read More

There's a critical mistake made by almost every advisor around the world every single day. We focus more on the plan than the person. More on what we do than what they need. Our natural approach is plan-centric. Meanwhile, the industry is shifting towards human-first financial guidance. Fortunately, Ross Marino embraced this shift long ago and built a firm that specializes in human-first financial guidance. And, he's also leading the charge to help advisors around the world do the same. He tells us what led to him embracing the shift to human-first financial guidance and provides a simple framework to apply with prospects and clients. Things You'll Learn: The "staple question" to start every meeting The two questions he asks in his "Re-Discovery" meetings Why the industry is shifting towards human-first financial guidance Why Ross decided to do "Re-Discovery" meetings with every client The Transitus Process: 4 questions to spark meaningful conversations   The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals. *For more resources discussed in this episode --> Go Here. *To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn

For more exciting content, giveaways, and updates, be sure to subscribe to our newsletter by visiting- https://sh-t-that-goes-on-in-our-heads.ck.page/f844f11eea. Discover more about our engaging podcast: - Official Podcast Website: https://goesoninourheads.net/ - Podcast Merchandise: https://www.customizedgirl.com/s/Sh1tthatgoesoninourheads - Support our Podcast: Donate here - https://donate.stripe.com/8wM4hy4js24y9b26oo - Advertise on our Podcast: https://www.passionfroot.me/goesoninourheads - Edited by NJz Audio ******************************************************************************************************************* Learn more about Stephanie and Kevin Take Back Retirement - https://takebackretirement.com/ Your favorite hosts, G-Rex and Dirty Skittles, sit down with the insightful Stephanie and Kevin, the power couple from the "Take Back Retirement" podcast. This episode dives deep into the murky waters of personal finance, retirement, and the financial choices that haunt us. Kevin kicks off with a candid revelation about his dicey past job and his life turn-around post-marriage. Meanwhile, Stephanie opens up about their joint venture in helping people navigate the financial labyrinth. Expect laughter and reflection as we discuss the "Wolf of Wall Street" and ponder which character Kevin could've been but dodged bullet-style. Our hosts share their own gritty job stories, revealing the mental toll it took, and G-Rex's admirable mission to educate on financial management despite pride standing in the way. Dirty Skittles chimes in about everyday distractions, even during online shopping sprees. Through heartfelt conversation, Stephanie and Kevin shed light on the shame that trails spending mishaps and the importance of being financially genuine. They talk about battling the internal comparison game and the illusions of wealth. Stephanie introduces us to financial therapy, highlighting how money habits stem from our most profound thoughts, or as she cleverly dubs, "head trash." The discussion spans from student loans to making cherished memories now, not just post-retirement. With personal anecdotes and professional insights, our guests make finance both relatable and actionable. Plus, don't miss an exclusive sneak-peek into the inner workings of financial advising and why early advice is a game-changer. So tune in, learn how to manage your money as a tool for life, and remember, it's okay to seek help. Before you go, we thrive on your support! Subscribe, rate, and review our podcast on your favorite platform. Your insights fuel us, and your voice matters. Now, turn your money woes into wins with #TakeBackRetirement, #FinancialWisdom, #InvestInYourself, #RetirementPlanning, #MoneyMindset. Keep those money conversations flowing and own your financial journey like a boss! #ShitThatGoesOnInOurHeads #MoneyTalks #FinancialFreedom #LiveNowSaveLater #PersonalFinancePodcast. S04E08 - Trading Pride for Financial Guidance: A Candid Money Talk with Guests Stephanie and Kevin

On this episode of Banking on KC, Chuck Maggiorotto, Chief Wealth Officer at Country Club Trust Company, joins host Kelly Scanlon to discuss wealth management. Tune in to discover:  1. What wealth management encompasses and how it can help you achieve your financial goals. 2. Country Club Bank's approach to wealth management. 3. Common misconceptions about wealth management. 4. Steps you can take now to better position yourself for 2024.  The opinions and views expressed in this podcast are those of the speaker and do not necessarily reflect those of Country Club Bank or any affiliate thereof. Unless otherwise indicated, all information provided is effective as of the recording date. All information provided is subject to change.  Country Club Bank Wealth Solutions is a general description for the collective wealth management products and services offered by or through Country Club Bank (CCB) including Country Club Trust Company, a division of Country Club Bank. Generally, Wealth Solutions products and services are not insured by FDIC; are not deposits of/nor guaranteed by CCB or any of its affiliates; and may lose value.  All information provided is intended to be general in nature and is not advice for use in specific situations. The information provided does not constitute legal, tax, or investment advice. It is for illustrative and discussion purposes only and should not be considered a recommendation. For legal, tax or investment advice, the services of a competent professional person or professional organization should be sought.  Some information provided may be obtained from outside sources believed to be reliable, but no representation is made as to its accuracy or completeness. Please note that investments involve risk, and that past performance does not guarantee future results.

Discover the secret strategies that can ignite your business growth and save you thousands in taxes. Expert tax strategist Kasey Green reveals advanced techniques like the Augusta strategy and accountable plan that will leave you questioning why you haven't implemented them before. But be warned, once the episode ends, you'll be left wondering how to navigate the complex world of finance and taxes all on your own.The key moments in this episode are: 00:00:00 - Strategic Alignment for Financial Success,  00:03:38 - Key Tax Planning Strategies for Entrepreneurs,  00:05:12 - Leveraging Tax Structuring,  00:07:08 - Tax Savings Based on Business Size,  00:10:54 - Understanding 401(k) and Self-Directed IRA,  00:14:35 - Understanding the Financial Needs of Businesses,  00:15:46 - Making Financial Information Understandable,  00:16:58 - The Importance of Understanding Finances,  00:18:55 - Common Financial Challenges and Hiring a Fractional CFO,  00:20:40 - Strategic Planning and Goal Setting,  00:27:43 - Free Tax Assessment and Cash Flow Strategy Session,  00:28:30 - Importance of Financial Guidance for Entrepreneurs,  00:28:47 - Call to Action,  00:29:15 - Conclusion, Key Notes:  Illuminate the potential of strategic tax planning for entrepreneurs in the quest for maximized savings and minimized tax burdens.   Discover the power unlocked by aligning your entrepreneurial growth plans with potent tax-saving maneuvers.   Dig into the crucial function a fractional CFO could serve for comprehensive understanding and effective management of business finances.   Understand the formidable impact of marrying financial planning to the heart of your business for accelerated growth and prosperity.   Links: https://figuredoutfinance.com/  https://www.instagram.com/figuredoutfinance/  https://www.linkedin.com/in/kaseyngreen/  https://www.linkedin.com/in/figuredoutfinance/  https://www.facebook.com/figuredoutfinance Bio: Kasey Green is a seasoned tax strategist and fractional CFO renowned for her ability to drive transformative results through strategic financial planning. With years of experience in tax strategy and accounting, Kasey has helped countless entrepreneurs optimize their financial performance and maximize their tax savings. Her expertise extends to areas such as tax structuring, deductions and credits, recordkeeping, and proactive tax planning. Through her guidance and insights, Kasey empowers business owners to take control of their finances, unlock hidden opportunities, and propel their growth to new heights.   BHB2024Support the show

For legal reasons, we want to make it clear that THIS EPISODE IS NOT FINANCIAL ADVICE.This is also not an episode about the history of capitalism, or investment recommendations, or an exploration of the economy or financial markets.This is an honest conversation that acknowledges the multifaceted beliefs, emotions, mindsets and sensitivities people have about money. At the heart of it, money is a nuanced and personal experience. Money isn't just a currency. It's a reflection of our lives and our values. Money is a conceptual, energetic, and necessary tool to help you understand your self-worth. Because your self-worth is your net worth.In this episode, we share our personal experiences with money and share our thoughts and information about lack mindsets, growth psychology, manifestation techniques, and more. We're bouncing between topics associated with privilege, greed, jealousy and beyond to better develop a healthier relationship with money.The intersection of spirituality and wealth can make the values in our hearts collide with the demands of the material world. It's a complex subject — one that we'll tackle from multiple angles in a few different episodes over time. But as we begin the conversation with this episode, our goal is to acknowledge the profound ways money influences our lives, and help you understand the importance of viewing money beyond a tangible object. Ultimately, it's about seeing the endless wealth that exists when you tune into your authenticity."Since its creation, money hasn't been just a measure of wealth; at times it's been a symbol of our values and a test of our morality. The way in which one uses money may build or destroy one's reputation and standing in a community, and it certainly demonstrates one's character. Because money is an expression of value, it matters how it's expressed." — Kabir Sehgal***As mentioned at the end of the episode, below is a list of our recommended books about money, wealth, abundance and prosperity. Whether you want a psychological deep dive, a witchy spell book, an EFT tapping guide, a historical viewpoint, an academic approach, a metaphysical perspective, or just a practical way of better understanding money markets, budgeting, investing or otherwise, you'll be able to find something in this list that sparks your interest:“Coined” by Kabir Sehgal“The Soul of Money” by Lynne Twist“The Richest Man in Babylon” by George S. Clason“Tapping Into Wealth” by Margaret M. Lynch“Prosperity Magick” by Cassandra Eason“The Great Depression: A Diary” by Benjamin Roth“The Psychology of Money” by Morgan Housel“How A Second Grader Beats Wall Street” by Allan Roth“The $100 Startup” by Chris Guillebeau“Think And Grow Rich” by Napoleon Hill“The Simple Path To Wealth” by J L Collins“Worthy” by Nancy Levin“Financial Sorcery” by Jason Miller“I Will Teach You To Be Rich” by Ramit Sethi“The Millionaire Next Door” by Thomas J. Stanley“The Energy of Money” by Maria Nemeth“Creating Money” by Duane Packer“Devil Take The Hindmost” by Edward Chancellor“Happy Money” by Ken Honda“Riches Are Your Right” by Joseph Murphy“You Are A Badass At Making Money” by Jen Sincero“Flow” by Mihaly Csikszentmihalyi“The Magic of Manifesting Money” by Ryuu Shinohara“Common Sense and Mutual Funds” by John C. Bogle“Your Money and Your Brain” by Jason ZweigP.S. PLEASE TAKE A MOMENT TO LEAVE US A 5-STAR REVIEW ON APPLE PODCASTS OR SPOTIFY!!! IT HELPS SO MUCH! Additional Resources:Clairannoyance InstagramClairannoyance TikTokClairannoyance WebsiteMegan's InstagramMegan's TikTokMegan's WebsiteRyan's InstagramRyan's TikTokRyan's Website

Daniel Blue is a renowned financial expert, entrepreneur, and the owner of Quest Education. As a regular contributor to Forbes.com, he shares valuable insights on obtaining capital for businesses, eliminating high-interest debt, and leveraging self-directed retirement accounts for alternative asset investments. With over a decade of experience in educating small business owners, Daniel possesses a unique ability to help individuals achieve life-changing financial outcomes.Under Daniel's leadership, Quest Education has achieved remarkable success, surpassing the 7-figure mark for two consecutive years and serving thousands of satisfied customers across the United States.Daniel is also an accomplished author, with his book "B.L.U.E. PRINT to Your Best Retirement" becoming an Amazon Best Seller. In addition, he hosts a rapidly growing podcast titled "How Winners Win" alongside co-host Keitoh Spears. Through their podcast, Daniel and Keitoh guide listeners on a transformative journey, equipping them with the tools needed to succeed in their personal, business, and financial lives. "How Winners Win" is available on popular podcast platforms, including Apple Podcasts, Spotify, anchor.fm, and Stitcher.To connect with Daniel Blue or learn more about his work, you can visit his website at danielblue.me.

With Ross Marino CFP® CeFT® | Partner Transitus Wealth | Founder of Advisor 2X Summary: In this episode, we delve into the world of financial change and its impact on our lives. Join us as we explore the expertise of Ross Marino, a seasoned financial advisor and advocate of Human First Financial Guidance. Ross shares his valuable insights on navigating through financial transitions, embracing change, and recognizing the importance of prioritizing our human experiences over mere financial equations. Discover how Ross's unique approach can help you gain a deeper understanding of yourself, cultivate resilience, and make informed decisions in the face of financial challenges. Get ready to embrace change and embark on a journey towards a human-centred approach to financial well-being. BIO Ross Marino, a financial advisor for over 30 years, is a passionate advocate of Human First Financial Guidance. With a diverse background as an author, social entrepreneur, and founder of Transitus Wealth Partners, Ross specializes in providing human-centred financial planning services. Through his extensive experience and dedication to helping individuals navigate through financial transitions, Ross has become a prominent figure in the field of financial advisory. Highlights: Gain valuable insights on embracing financial change and recognizing the aspects within your control. Discover the power of Human First Financial Guidance and how it can transform your approach to financial decision-making. Learn how to cultivate resilience and navigate through the messiness of financial transitions. Explore the significance of recognizing your emotions and core values when it comes to money matters. Uncover practical strategies for making informed financial decisions and shaping a brighter future. Quotes "Life is going to disrupt one way or another. I want to make sure I'm there to help you think and make decisions." - Ross Marino "You go from advice to guidance, where you're helping that person go where they're going to be most comfortable going." - Ross Marino "I don't manifest in my life. But I have agency." - Ross Marino "We have an industry that's almost a hundred percent focused on some goal when almost a hundred percent of people don't actually use goals." - Ross Marino "The aim is to help people worry less about what could go wrong so that they can focus more on what to get right." - Ross Marino LINKS MENTIONED: Advisor2X Youtube: CLICK HERE SHIFT Conference: CLICK HERE Transitus Wealth Partners CLICK HERE Project 100 Financial Anthems: CLICK HERE An article inspired by episode #142 with Ross Marino: Written by Shaun Maslyk Ross Marino's Four Questions of Human First Perspective In the world of financial planning, it's essential to approach clients with empathy and understanding. Ross Marino, a renowned expert in the field, has developed four thought-provoking questions that delve into the human side of financial decision-making. By embracing these questions, financial professionals can create a safe space for clients to open up, leading to more meaningful conversations and better outcomes. Let's explore Marino's four questions and their significance. Question 1: What's going on? When clients seek a financial planner's guidance, something's always happening in their lives. It could be a significant life event, a crucial decision they're facing, or an impending situation. Marino advises asking this question to initiate the conversation. However, it's important to note that the initial response may not reveal the core situation but rather a technical query or a surface-level concern. To unearth the true underlying factors, we must dig deeper. Question 2: How did you get here? This question serves as a gateway to the client's backstory. By encouraging them to share their journey, financial planners create an opportunity for clients to reflect and expre...

“As a successful business owner, you know how to focus, solve problems, and stay stoic amidst the chaos. But reality can be harsh. Inflation, high-interest rates, and monetary policy changes can be overwhelming. If you're losing sleep, don't suffer alone.”- Paul   In this episode of the Business Legacy Podcast, Paul will discuss the 11 reasons to seek financial guidance. This conversation discusses four reasons why it is important for individuals who have recently acquired wealth to seek advice from advisors. Having an advisor to talk through these situations can help the individual to navigate the change they will face.  And they can make the most of their wealth and maintain meaningful relationships.  You will Learn  1.  The key decisions to identify when you need help  2.  Quantify one's newfound freedoms and remove any guilt associated with accumulating wealth 3.  Leave a legacy without enabling the next generation 4.  Build and maintain meaningful relationships when you have wealth   Thank you for listening  Connect with Paul https://innovativewealth.com/ https://businesslegacypodcast.com/      

Joy Mbanugo is the go-to market finance infrastructure expert and implements systems to prepare companies to go public. She has worked in finance for 19years with companies such as Ernst and Young, Google, and Blackrock. To book a call with her to discuss board seat opportunities, venture investment deals, or how her methods can set you up for success, please visit: www.joymbanugo.com Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Joy Mbanugo: Website: www.joymbanugo.com Instagram: https://www.instagram.com/harperjl/?hl=en LinkedIn: https://www.linkedin.com/in/joy-harper

Vince Shorb is one of the country's leading advocates for promoting financial wellness and a thought leader in teaching and scaling financial education programming. Vince's mission is to create a world where people are informed to make qualified financial decisions and confidently take effective financial action that best helps them meet their basic human needs while moving toward fulfilling their personal, family, and globalcommunity goals.   During the show we discuss: What Makes Financial Literacy So Important What Financial Literacy Really Means Who is In Need of Financial Education When to Teach Financial Literacy Lessons to Kids and What to Teach Them Why so Few States Teach Personal Finance in Public Schools Why We Make Financial Decisions that Don't Align with Our Long-Term Goals The Common Financial Problems People are Facing Today Who to Turn to for Financial Guidance if They Don't Have Money to Invest The Most Recent Trends in Financial Literacy Kind of Technology to Use to Enhance Financial Literacy Industries to Help You Teach Financial Education How Social Media Aid in the Promotion of Financial Literacy How to Stabilize Your Finances the Most How Budget Can Help with Your Finances The Ways to Have Financial Freedom   Show resources: https://www.financialeducatorscouncil.org/

Joy Mbanugo is the go-to market finance infrastructure expert and implements systems to prepare companies to go public. She has worked in finance for 19years with companies such as Ernst and Young, Google, and Blackrock. To book a call with her to discuss board seat opportunities, venture investment deals, or how her methods can set you up for success, please visit: www.joymbanugo.com Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Joy Mbanugo: Website: www.joymbanugo.com Instagram: https://www.instagram.com/harperjl/?hl=en LinkedIn: https://www.linkedin.com/in/joymbanugo/

“We're all working very hard for our money so let's give it that extra line of care so it can grow” Most of us know how to MAKE money, but struggle to save and grow. As a financial advisor with a powerful personal experience shifting careers, Chris Hempstead understands the deeper dynamics dictating your financial situation. We discuss how budgeting, discipline, intentionality, and decisiveness play a role in creating a life of abundance and wealth. We also cover why men fear failure, how to own our self-worth, why every money issue is fixable.  Highlights: [03:58] How showing up as a man of integrity and authenticity in relationships has been Chris's main growth edge. [06:54] Why every man fears failure and how he can use decisiveness to overcome it. [12:22] How asking for help and trying a new career transformed Chris's life. [17:50] Why do people guard their financial situations? [22:00] How self-worth intersects with our spending and saving habits. [27:19] Why budgeting and intentional spending are forms of self-love. [32:11] How to balance in the moment spending with saving. [38:47] Why shame festers and multiplies in the dark. [43:21] Why there's no level of financial challenge that's unsolvable.   Connect with Chris Hempstead: Email || christopher.hempstead@nm.com - reach out to work with Chris!    Rising Man Links: NEW OFFERING - The Brotherhood || The most inclusive, actionable, and helpful container for men on this planet! Instagram || @risingmanmovement DOJO || A 4 day, carefully crafted sequence of rigorous exercises that will challenge the limits of your mental, physical, and emotional fortitude. Men's Circle || Are you ready to join other men JUST LIKE YOU who have found a way to RISE ABOVE life's challenges and create a life of purpose and fulfillment? Join our online FIRE CIRCLE!  Online Course || IGNITE is a 12 week online program designed to ignite your purpose and propel you into freedom. Features weekly calls, online modules, growth assignments, and community support!  Initiation || Compass is a 4 day 4 night Vision Fast in the wilderness, with preparation and incorporation calls in the months before and after.  YouTube || The Rising Man Movement Website || RisingMan.org

How would you describe your relationship with money?Money is one of the most avoided topics, even over sex. So here we are...talking about finances. Kirsten sits down with Kaitlin Carlson a the Founder & CEO of Theory Planning Partners, a concierge financial advisory firm tailored to elevating the missions and passions of 7-figure female entrepreneurs.Kaitlin worked with some of the wealthiest people in the world and has learned the mindset billionaires hold and how you can turn your finances into opportunities for growth.Money isn't the only thing these two previous collegic athletes discuss. Working in predominantly male industries isn't always welcoming for young women and Kaitlin shares her experience of workplace harassment and how to speak up if you are in a similar situation.We discuss:1. How to navigate workplace sexual harassment.2. The wealth mindset you want to have.3. Ways to start saving and budgeting to build wealth. 4. Who is better at investing: men or women?5. How to invest, NFT's and bitcoin options.Connect with Kaitlin Carlson:theoryplanning.com@kaitlin.m.carlsonConnect with Kirsten on the gram:@kirsten__trammellhttps://www.instagram.com/kirsten__trammell/Amazon AudibleGet a FREE month of Audible now:Visit kirstentrammell.com/audible and sign up.