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In this solo episode of The Tactical Empire, Shawn discusses common personal finance tips and how they are redefined within the framework of their 90 Day Accelerator program. Key topics include the exercise of determining a family's bare ass minimum (BAM), the importance of protecting and investing income rather than merely saving, and the strategic approach to handling debt. Sean emphasizes the value of investing in education, skills, and cash flow assets to achieve greater financial freedom and high achievement.00:00 Introduction to Tactical Empire00:44 Rewiring Personal Finance Beliefs01:43 Cutting Unnecessary Expenses04:49 Saving and Investing Strategies06:47 Debunking Retirement Savings Myths09:38 Paying Off Debt vs. Investing13:09 Conclusion and Contact Information
After earning QB1 for Michigan's 2024 season, Davis Warren isn't just battling defenses—he's competing against a $15M recruit, a stacked QB room, and the pressure of leading Team #146. In this episode, #120 of What Dewey Do?, Davis lays it all out—his path to QB1, winning over Alex Orji, beating rivals Michigan State, Ohio State, and Alabama, and leading Michigan Football into the future. He unpacks what it means to be a true Michigan Man, his devastating ACL injury, the current QB competition with Bryce Underwood, and how NIL and the transfer portal are reshaping college football. Davis also shares his full-circle cancer story, from diagnosis to cure, and how it fuels his purpose to give back! Connect with Davis Warren: LinkedIn: https://www.linkedin.com/in/davis-warren-95568b1a6/ Facebook: https://www.facebook.com/daviswarren/ Instagram: https://www.instagram.com/davis.warren/?hl=en Twitter: https://x.com/1daviswarren2 Ready to feel inspired, focused, and fired up? Tap play and hear why even Davis says, “It's a banger.” Quotes: - Davis Warren: “Run the mile you're in. Focus on what you can control, not what others are doing.” - Davis Warren: “NIL at Michigan isn't handed out. You have to earn it through work and performance.” - Dewey Steffen: “There's nothing worse than being out and needing surgery, but Davis Warren's response to the season showed real leadership.” Davis Warren is a quarterback for the University of Michigan Football Team and a student at the Stephen M. Ross School of Business, pursuing his BBA. Hailing from Manhattan Beach, CA, Davis faced a life-altering cancer diagnosis that tested his resilience and transformed his outlook on life and football. After beating the odds, he returned stronger—both on the field and off—becoming a symbol of perseverance and hope. His journey through adversity has shaped his approach to NIL opportunities, blending purpose with performance. ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth In Case You Missed It...
Transform your finances in just EIGHT weeks! https://www.medicsmoney.co.uk/medics-money-financial-wellbeing-course/ Financial Well-being Tips for International Medical Graduates: Insights from Dr. Agne Meškauskienė In this episode of the MedicsMoney podcast, Dr. Agne Meškauskienėshares insights from her financial journey, enhanced by the Medics Money financial wellbeing course. Topics discussed include challenges and comparisons of working as a doctor in the UK vs Lithuania, understanding and valuing the NHS pension, essential budgeting techniques, and tips for managing debt and income protection. Dr. Agne also discusses her personal experiences with investing and the importance of financial planning for future flexibility and security. The podcast aims to help medical professionals better understand their finances and plan for a secure future. 00:00 Introduction and Overview 00:11 Challenges of International Medical Graduates 00:25 Understanding the NHS Pension 00:38 Budgeting and Financial Management 00:56 Course Information and Application 02:04 Guest Introduction: Dr. Agne Meškauskienė 02:19 Journey to the UK and Professional Differences 05:24 Financial Beginnings and NHS Pension Insights 08:50 MedicsMoney Course Experience 10:06 Investment Strategies and Behaviors 16:11 Future Financial and Career Plans 19:43 Conclusion and Final Thoughts
Zain Johnson speaks to Thopi Mhloli, Head of Savings & Investments for Personal & Private Banking SA at Standard Bank, about how to start and sustain an emergency cash fund.See omnystudio.com/listener for privacy information.
What if planning for your future wasn't about fear but about freedom? The focus is securing your financial legacy, not just for you but for the people and causes you care about most. In this episode, #119 of What Dewey Do?, listeners get a clear, straight-to-the-point breakdown of estate planning strategies for 2025. From wills and trusts to powers of attorney and tax-smart tools like irrevocable trusts and charitable giving, this episode outlines what you need to know now. Business owners get a special heads-up on why buy-sell agreements and succession plans are a must. Learn how to protect your family, reduce taxes, and take control of how your wealth transfers from one generation to the next. Hit play and learn how to make your money work harder—for you, your family, and your future. Quotes: - Dewey Steffen: “People often assume that estate planning is only for wealthy people, but in reality, estate planning is one of the most important steps that you can take for your future.” - Dewey Steffen: “Estate planning isn't just about protecting your wealth. It's about protecting the people that you care most about.” - Dewey Steffen: “One of the most rewarding parts of estate planning is ensuring a smooth transfer of wealth to the next generation. But, without a clear plan, things will not go smoothly.” _________________________________ ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth In Case You Missed It...
What would you say to the girl you used to be? In this raw solo episode, Dawn shares the deeply personal letter she wrote to her old self—the version of her who battled body dysmorphia, chronic bloating, faith confusion, burnout, and a broken mindset. She opens up about the moment she knew she had to leave the church, how she healed her gut and hormones naturally, and the mindset shifts that helped her go from stuck and broke to free and fulfilled. If you've ever felt like your body was working against you, your mind wouldn't shut up, or your faith no longer fit—this one is for you. This episode covers: • Healing body dysmorphia + shifting your self-talk • Deconstructing toxic faith and finding inner peace • Gut health, IBS, and why Dawn turned to supplements • How changing her mindset changed her finances and future Whether you're in your “before” season or rebuilding from scratch—this is your reminder that you are not broken. You're becoming. www.TbtWithKandD.com Connect with us on our social media: TikTok: @DawnFlaherty and @Coach_Kflah Instagram: @DawnFlaherty and @Coach.Kyle.Has.Adhd Email us at: Flareandcare@DawnKyle.com Text us at: 228-400-8919
Better Business Better Life! Helping you live your Ideal Entrepreneurial Life through EOS & Experts
In this episode of Better Business, Better Life, host Debra Chantry-Taylor is joined by guest, Michelle Taylor, a Financial Advisor from Gambin Financial Group to talk about the critical role financial management plays in business success. Michelle shares her personal journey from surviving leukaemia to building a career helping entrepreneurs take control of their finances. Together, they unpack common financial mistakes, the power of having a personal board of directors, and strategies to avoid "shiny object syndrome." She also introduces her Women in Wealth community, designed to empower women to take control of their financial futures. If you want to future-proof your business and personal finances, this episode is packed with practical advice and inspiration. Tune in to explore essential tips for creating lasting financial strength. CONNECT WITH DEBRA: ___________________________________________ ►Debra Chantry-Taylor is a Certified EOS Implementer | Entrepreneurial Leadership & Business Coach | Business Owner ►Connect with Debra: debra@businessaction.co.nz ►See how she can help you: https://businessaction.co.nz/ ____________________________________________ GUEST'S DETAIL: ► Gambin Financial Group Website ► Women in Wealth Community ► Michelle Taylor - LinkedIn Chapters: 00:25 - Introduction 03:38 - Michelle's Personal Journey and Financial Lessons 07:40 - Entrepreneurial Challenges and Financial Management 25:09 - Building a Personal Board of Directors 30:27 - Financial Tips for Entrepreneurs 36:02 - Michelle's Women in Wealth Program
Financial planner and coach, Jon Goodman provides 5 critical tips for financial success for creative people with unsteady incomes. https://www.skool.com/millionaireme-marchforward Also, check out www.joncgoodman.com
Retirement planning is more than just building savings; it’s about preparing for the life you want to lead. In this insightful conversation Africa Melane speaks to Old Mutual Corporate’s Chief Customer Officer, Michelle Acton who shares crucial steps for you to take when planning your retirementSee omnystudio.com/listener for privacy information.
In a world filled with tariffs, rising and falling stocks, and overall economic uncertainty, what's the best way to stay financially on track?
Some people quietly amass wealth while others with six-figure incomes struggle to stay afloat. The real difference lies in strategy, discipline, and execution. In episode #116 of What Dewey Do?, we break down the habits, mindset, and financial strategies inspired by The Millionaire Next Door. We also explain how a simple $125 weekly investment can grow into over a million dollars without needing a six-figure salary. Income alone won't make you rich—your financial behavior determines long-term success. Learn why smart budgeting, automating savings, and resisting lifestyle inflation are the real wealth-building tools. Financial freedom starts with small, consistent choices. Tune in to this episode and take the first step toward a more secure future. Quotes: - Dewey Steffen: “Most people spend first and save what's left—if anything. Millionaires do the opposite. They save first, then spend.” - Dewey Steffen: “ Studies show that 80% of financial success is based on behavior, not income. Daily choices, spending habits, and financial discipline separate those who struggle from those who build wealth.” - Dewey Steffen: “ Money is a tool, not a solution. Think about how many lottery winners and professional athletes go broke. It's not the money you make, but what you do with it once you have it.” _______________________ ➡️ WDD TikTok: https://www.tiktok.com/@whatdeweydopodcast ➡️ WDD Instagram: https://www.instagram.com/whatdeweydopodcast ➡️ WDD Facebook: https://www.facebook.com/whatdeweydo ➡️ GLW YouTube: https://www.youtube.com/@GLWealth Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us) and executively produced by Evry Media (www.evry.media.com). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC. In Case You Missed It...
Johnny Mendez shares the raw story of how his successful video production company hit rock bottom financially in December 2017, and the seven-year journey of rebuilding with better systems, mindset, and business foundations. He reveals how this painful experience transformed not just his company but his entire approach to life, work, and personal growth. Key Takeaways The shift from being "filmmakers who had a business" to "business owners who provide filmmaking services" is crucial for long-term sustainability Managing your finances properly isn't optional - even successful companies with great clients can collapse without proper cash flow management Personal growth and development are just as important as business skills - "you don't achieve your goals, you grow into them" Joining communities of like-minded professionals provides both support during difficult times and accelerates your learning and growth About Johnny Mendez Johnny is the co-owner of Hen House Media, an award-winning video production company serving clients for the last 22 years. Before launching his business, Johnny worked in film production and broadcast television. He's had the honor to film nationally and internationally working alongside truly remarkable clients. He has experienced his share of lows in both his personal life and business endeavors. These challenges led him to embrace personal growth and continued learning, which has profoundly impacted his life, helping him navigate through tough times, especially as the industry changes. Now, Johnny is rewriting his story and code, and wants to share that story in hopes of helping others. Above all, Johnny enjoys long walks on the beach with his family, and is planning a tell-all book on his love of sandwiches. In This Episode [00:00] Welcome to the Show! [04:54] Meet Johnny Mendez [05:44] Hen House Media[14:15] Financial Wake-Up Call [26:21] Managing Your Assets [29:06] Financial Tips [36:28] Investing In Yourself [43:52] The Great Reframe Podcast [45:49] Connect with Johnny [48:07] Outro Quotes "We used to be filmmakers who had a business, and now I think we're business owners who provide filmmaking services." - Johnny Mendez "There's a great quote. There's a guy Jim Rome who has a quote that says you don't achieve your goals, you grow into them. And that like is something that I want to just like half printed on my wall because it's so true." - Johnny Mendez "The money that comes in is not the money that you have. You have to put it through all of its filters to see what's at the bottom that you actually are. And then you can control that number by controlling everything that happens in the middle." - Johnny Mendez "For me, what's really important is family, right? My family is like the center of my universe and everything I'm doing now is in service of them. I want to spend more time with them. I want to be present." - Johnny Mendez Guest Links Find Johnny Mendez online Check out The Great Reframe on YouTube | Instagram Check out The Great Reframe podcast Follow Henhouse Media on Instagram | Facebook | Twitter Links Find out more about 10xFILMMAKER Join the Grow Your Video Business Facebook Group Follow Ryan Koral on Instagram Follow Grow Your Video Business on Instagram Check out the full show notes
Financial markets overseas tumbled on Monday amid the economic fallout from President Trump's tariffs announcement last week. On Sunday, Mr. Trump stood by his trade policies as larger reciprocal tariffs on dozens of countries are set to go into effect later this week. CBS News business analyst Jill Schlesinger joins "CBS Mornings" to break down the global and U.S. market tumble amid President Trump's latest tariffs, how to financially protect yourself and what to know about the risks of a recession. Lori Vallow Daybell, the Idaho mother convicted of killing her children over her extreme religious beliefs, is talking about her next trial to KPHO, the CBS affiliate in Phoenix. She spoke from jail about going back to court to defend herself against charges of planning the murder of her fourth husband, Charles Vallow. A judge says that a man who was mistakenly deported to a notorious El Salvador prison over what prosecutors are calling an "administrative error" must be returned Monday. The White House is claiming the judge doesn't have jurisdiction. CBS News' Scott MacFarlane has the latest. UConn head coach Geno Auriemma reflects on the team's first NCAA championship since 2016 and his record-setting career as the winningest coach in Division I history. On Monday, Florida and Houston will face off in San Antonio for the men's NCAA championship game, bringing March Madness to an end. CBS sports contributor Jon Rothstein joins "CBS Mornings" to break down the matchup. Actor Walton Goggins talks about the season finale of the hit HBO series "The White Lotus." Season three follows the fate of the guests and staff at a luxury resort in Thailand. Goggins' character, a troubled man in search of answers about his father's mysterious past, is a major part of the finale, which aired Sunday. David Foster, the legendary music producer behind hits for Whitney Houston and Celine Dion, joins "CBS Mornings" to discuss his first Broadway musical, inspired by the classic cartoon character Betty Boop. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices
Ever been told to buy the biggest house you can afford... to “motivate yourself”? Or to skip insurance because “nothing bad will happen”? Yeah—us too. And we've got some thoughts. In this episode, Joe, OG, and Doug break down the Top 5 Worst Financial Tips they've ever heard—and more importantly, why taking them seriously could leave your finances in a flaming dumpster behind your dreams. From personal debt confessions to debates about extreme couponing, bad budgeting ideas, and the wild world of TikTok money myths, this episode is your roadmap to not falling for advice that sounds smart but… absolutely isn't. In this episode: Why “buying big” won't necessarily inspire you—it might just bankrupt you Skipping insurance to save money? We'll show you how that plan ends Should couples really share just one checkbook? We investigate The great emergency fund vs. credit card debate When DIY everything turns into Why Did I Try? How the satire in The Joneses movie is secretly more real than you think Listener Q&A: Impact investing, private debt financing, and what it means to be an accredited investor Plus, a surprise TikTok moment, OG's thoughts on calendars, Doug's history of April Fools' disasters, and much more You'll laugh, you'll learn, and by the end, you'll be a whole lot more confident dodging bad advice in the wild.
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In this episode, Noelle discusses key strategies for ensuring profitability in childcare centers. She emphasizes the importance of regularly reviewing financials, understanding true operational costs, and setting appropriate tuition rates based on these costs rather than just market comparisons. Sharing insights from her background in corporate finance, Noelle outlines steps for incorporating all expenses into a budget, calculating needed tuition rates, and effectively communicating the value of services to parents. She underscores the necessity of annual tuition increases and provides practical tips for managing finances to ensure a thriving childcare business.Plus, grab my FREE Teacher Retention Plan to help strengthen your team's accountability and commitment: https://memberships.kartra.com/page/theultimateteacherretentionchecklistThe Early Education Empowerment Conference, come see me in person! Plus 14 other amazing speakers! https://memberships.kartra.com/page/empowermentconference
Do you know when the last time you cleaned out your financial portfolio was? Abe Abich discusses the importance of reviewing and consolidating investments, insurance policies, and other financial assets. He explains the concept of phase one and phase two financial planning, highlighting the shift from accumulating wealth to managing and preserving it in retirement. Abe also touches on the advantages of working with an independent financial advisor and the comprehensive planning process. Schedule your complimentary appointment today: TheRetirementKey.com Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement Follow us on social media: YouTube | Instagram | Facebook | LinkedInSee omnystudio.com/listener for privacy information.
Living and Thriving in Mexico: Expat Life and Running a BusinessIn this episode of 'Getting Your Edge,' co-hosts Dennis Day and Judy Gratton sit down with Ashley Werter, a professional photographer who left Seattle for Puerto Vallarta, Mexico. Ashley shares her experience of living in Mexico as an American expat, detailing the cultural differences, cost of living, and lifestyle adjustments. She discusses how she transitioned her photography business and adapted to the new environment, including the importance of speaking Spanish and the friendly, hospitable nature of Mexican people. Ashley also touches on practical aspects like housing, healthcare, education for her son, transportation, and social activities. This comprehensive guide offers invaluable insights for anyone considering a move to Mexico.To View Ashley Werter's Professional Photography Website Click Here00:00 Introduction and Welcome00:17 Meet Ashley Werter: From Seattle to Puerto Vallarta01:10 Life in Mexico: First Impressions and Daily Life03:04 Language Barriers and Clientele04:44 Cost of Living and Housing10:03 Cultural Differences and Celebrations13:42 Healthcare and Transportation15:26 Residency and Legal Requirements17:50 Social Life and Activities30:46 Financial Tips and Banking34:08 Final Thoughts and AdviceWe Would Love to Hear Your Feedback!
In today’s challenging economic climate, small and medium-sized businesses play a critical role in driving growth and stability. Sophisticated investors closely monitor these businesses as key indicators of economic health. In this episode, Senior Financial Literacy Coaches Richard Pinder and Shanice Taylor explore essential financial strategies that small and medium-sized businesses must consider
It's important to make good financial decisions, especially as a young adult. If you set yourself up for success while you are younger, you'll thank yourself later in the future. If you're a young adult, here are some tips to get you started. Links: Explore a variety of financial resources at mycreditunion.gov Learn more about Triangle's financial planning services Check out TCU University for financial education tips and resources! Follow us on Facebook, Instagram and Twitter! Learn more about financial planning with Triangle's financial planning services Transcript: Welcome to Money Tip Tuesday from the Making Money Personal podcast. The first tip we have is to avoid debt as much as you can. This tip might seem obvious, but it is still important. When purchasing something, try to use only your debit card or cash. There are pros and cons to using your credit card. Using a credit card will help you build up credit and many cards offer rewards for using them. However, if you do use your credit card, make sure to pay it off when it's due. Otherwise, you could go deeper into debt, especially if your credit card has a high interest rate. If you are in college, or thinking about going to college, you need to be strategic about how you pay for it. Scholarships are a great way to lessen the cost of a college education. Countless organizations, corporations and other entities provide a variety of scholarship options that can be awarded based on merit, need-based, hobbies, religion, ethnicity, and more. To be awarded a scholarship, look online and start applying to ones that you might qualify for and are likely to win. Another way you can save money on college tuition is through work-study programs. This allows students to have a part-time job related to their field of study, with the money going to pay off their tuition. To make sure you set yourself up for success, you should create a budget. Budgeting involves you looking at your income and deciding where you want your money to go. For example, you will allocate a certain amount to food, housing, debt, savings, entertainment, and whatever else you spend money on. It may seem daunting at first, but when you know the exact amount you have to spend on something, it will make your life a lot easier in the long run. Similarly, you should consider creating an emergency fund. This fund is money that you set aside in case of an emergency, like the loss of employment, housing displacement, or medical issues. It is typically a good idea to put away enough money to live off of for 6 months. As a young adult, you should start saving up for retirement now. Consider setting up a Roth 401(k) or a Roth IRA, which allows you to save for your retirement, with no tax on the growth*. You can also see if the company you work for offers any retirement plans. Some companies will match part of how much you put in, which is free money for you. Investing harnesses the power of compound interest, so the earlier you start saving, the greater your wealth will be when you are ready to retire. Keep in mind that as the amount grows over time you might be tempted to use some of that money. However, it should be noted that there are penalties for early withdrawals so thoroughly research the rules and tax implications regarding the withdrawal of any investment account funds. Another great way to make good financial decisions is to educate yourself. Read books, listen to podcasts, and watch videos on how to handle your money. Google some of the top-rated financial books for young adults and check out other resources like the articles and tools at mycreditunion.gov. You can also check out triangle's financial literacy content at triangleuniversity.org for webinars, videos and articles that cover a variety of topics. Being educated in finance is a good way to better understand your own personal finances. That way, you can make the best financial decisions for you. Finally, consider getting a financial planner. Financial professionals can take a deep dive into your finances and using their knowledge can set you up with a plan. If you are looking for a financial planner, Triangle Credit Union has the resources to help you find one. Check out the financial planning page at trianglecu.org for more information. If there are any other tips or topics you'd like us to cover, let us know at tcupodcast@trianglecu.org. Also, remember to like and follow our Making Money Personal Facebook and Instagram to share your thoughts. Finally, remember to look for our sponsor, Triangle Credit Union, on Facebook and LinkedIn. Thanks for listening to today's Money Tip Tuesday. Check out our other tips and episodes on the Making Money Personal podcast. *PLEASE NOTE - investment references are for educational purposes only.
Subscribe in a reader Are you worried about getting cheated in divorce? In this episode, I sit down with Melissa Murphy Pavone, a Certified Divorce Financial Analyst, to discuss how to protect your financial future during and after divorce. We cover common financial mistakes, strategies for securing your assets, and tips for navigating financial abuse. […] The post Don't Get Cheated in Divorce! Financial Tips from Melissa Murphy Pavone appeared first on Narcissist Abuse Support.
In this episode, President Gabriel Shahin, CFP® goes into the concept of Hallmark Holidays, particularly focusing on Valentine's Day. He discusses the commercial pressures associated with these holidays and provides practical money-saving tips to help you celebrate without breaking the bank. Gabe offers alternative date ideas like having dinner on a different day, cooking together, or enjoying a picnic. He also emphasizes the importance of financial literacy and discipline while sharing his own experiences and philosophies on dealing with societal expectations. Tune in for insightful advice and creative ways to enjoy Valentine's Day and other Hallmark Holidays frugally.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning
This weeks show is with Leah who is a Financial Expert who gives us all the tips in this weeks tip. Check out the Insta page to get in contact with Leah McMahon 100 percent blathu_ccfp
Miguel Gonzalez, a Certified Retirement Counselor with 20+ years of experience, shares practical tips to help you get back on track after overspending during the holidays. Learn how to tackle debt, rebuild savings, and prepare for a stress-free holiday season next year.Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.#CortburgRetirementAdvisors #FinancialWellness #RetirementPlanning #PostHolidayRecovery #DebtManagement #SavingsChallenge #PayOffDebt #FinancialGoals #SmartSpending #SaveMoneyTips #MoneyMatters #DebtFreeJourney #PlanAhead #SmartFinance #MoneyManagement #HolidaySpending #BudgetingTips #SavingsGoals #RetirementCounselor #WealthManagement #FinancialFreedomWelcome to Cortburg Speaks Retirement Podcast with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC® CLICK HERE TO LISTEN TO MIGUEL'S LATEST PODCAST FOLLOW US ON: YouTube->https://m.youtube.com/c/CORTBURGRETIREMENTADVISORS Facebook-> https://m.facebook.com/CortburgInc Twitter-> https://twitter.com/CortburgInc LinkedIn->https://www.linkedin.com/in/miguelxgonzalez/ Website: www.CortburgRetirement.com Email: Miguel@CortburgRetirement.com
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Send us a textSmart Car Buying: Financial Tips for Maximizing WealthIn this episode of Retire Early Retire Now, Hunter Kelly, a certified financial planner, discusses essential financial strategies for car purchasing. He covers how to avoid lifestyle creep and over-purchasing, setting guidelines like the 20-4-10 rule—putting 20% down, financing for under four years, and keeping total car expenses under 10% of monthly income. Hunter addresses paying cash vs. financing and highlights the importance of maintaining liquidity and saving for investments. Real-life examples and practical advice help viewers make informed decisions about buying cars while continuing to build wealth.00:00 Introduction to Smart Car Buying01:06 Determining Your Car Budget03:42 Financing vs. Paying Cash05:21 Depreciation and Car Value09:33 Real-Life Client Example12:21 Pros and Cons of Financing14:49 Final Takeaways and Advice This Podcast is for educational purposes only. . It's not meant to be financial insurance or tax advice. Please seek a financial professional when thinking about your own situation and do not make decisions solely based on this podcast.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify
Being a college student can not only be stressful but expensive. In this episode we have provided some tips to cut down the costs of college.
Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviews Ashley M. Fox. She is a former Wall Street analyst, a Howard University grad, and now an expert in her field as a Financial Education Specialist. After helping manage money for both millionaires and billionaires during her career on Wall Street, Ashley felt that it was her God-given purpose to financially empower the 99% that does not benefit from Wall Street. This passion led her to quit and start her own company, EMPIFY. #BEST #STRAWSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviews Ashley M. Fox. She is a former Wall Street analyst, a Howard University grad, and now an expert in her field as a Financial Education Specialist. After helping manage money for both millionaires and billionaires during her career on Wall Street, Ashley felt that it was her God-given purpose to financially empower the 99% that does not benefit from Wall Street. This passion led her to quit and start her own company, EMPIFY. #BEST #STRAWSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning Executive Television Producer Rushion McDonald interviews Dr. Lynn Richardson. Named by Urban Influence Magazine as one of the 20 Hottest Influencers in America, Lynn Richardson is an ordained minister, certified Chaplain, author, entertainment executive, and celebrity financial coach who uses her quick wit and humorous presentation style to help others face their money issues and achieve personal, professional and spiritual harmony. With almost three decades of leading roles in the financial services industries, Lynn’s vision is best portrayed in her books, most notably Living Check to Monday: The Real Deal About Money, Credit and Financial Security, which achieved Best Seller status at the 2008 Congressional Black Caucus Conference Book Pavilion. Lynn is featured regularly on Good Morning America, Fox Business, Access Live, The Steve TV Show, The Hallmark Channel's Home & Family Show, BET Networks and has appeared in Essence, Jet, Upscale, on Get Up Mornings with Erica Campbell, The Tom Joyner Morning Show, and in countless media outlets nationwide. She is currently the Chaplain and President/CEO of MC Lyte's Hip Hop Sisters Foundation, President/COO of MC Lyte's Sunni Gyrl entertainment and celebrity management firm, and Head of Global Business Affairs for hip hop mogul Russell Simmons -- where she oversees empowerment programs that impact the globe. #BEST #STRAWSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning Executive Television Producer Rushion McDonald interviews Dr. Lynn Richardson. Named by Urban Influence Magazine as one of the 20 Hottest Influencers in America, Lynn Richardson is an ordained minister, certified Chaplain, author, entertainment executive, and celebrity financial coach who uses her quick wit and humorous presentation style to help others face their money issues and achieve personal, professional and spiritual harmony. With almost three decades of leading roles in the financial services industries, Lynn’s vision is best portrayed in her books, most notably Living Check to Monday: The Real Deal About Money, Credit and Financial Security, which achieved Best Seller status at the 2008 Congressional Black Caucus Conference Book Pavilion. Lynn is featured regularly on Good Morning America, Fox Business, Access Live, The Steve TV Show, The Hallmark Channel's Home & Family Show, BET Networks and has appeared in Essence, Jet, Upscale, on Get Up Mornings with Erica Campbell, The Tom Joyner Morning Show, and in countless media outlets nationwide. She is currently the Chaplain and President/CEO of MC Lyte's Hip Hop Sisters Foundation, President/COO of MC Lyte's Sunni Gyrl entertainment and celebrity management firm, and Head of Global Business Affairs for hip hop mogul Russell Simmons -- where she oversees empowerment programs that impact the globe. #BEST #STRAWSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tonya M. Evans. An author of Digital Money Demystified. She is a leading authority in copyright, trademark, fintech, and technology law. She is currently a tenured Professor of Law at Penn State Dickinson Law, with a co-hire appointment at the Penn State Institute for Computational and Data Sciences. Her extensive experience includes serving on the Digital Currency Group board and chairing the MakerDAO Ecosystem Growth Foundation board. She looks at how cryptocurrency will change and what to expect for 2025. An accomplished author of Digital Money Demystified, she is developing a series of books to guide lawyers through the evolving digital landscape. Dr. Evans blends her extensive legal experience with innovative educational initiatives to provide valuable insights into the future of law and emergent technologies. Connect with Dr. Tonya Evans: Website: www.advantageevans.com Instagram: @IPProfEvans Facebook: @AdvantageEvans X: @IPProfEvans Interview Questions: • Tell us about your book Digital Money Demystified.• Why did you write the book?• How to set up a cryptocurrency wallet• The Best Ways to Use Cryptocurrency For Last Minute Gifts• Why does Bitcoin Make great investment gifts for 2025• Avoiding Scams: How to Stay Safe When Using Crypto to Shop• Are you crypto-curious? The first steps to consider taking if you’re feeling the FOMO around investing in digital money• Top 10 crypto myths busted and backed by well-supported facts• Bitcoin for Retirement: How Digital Assets Can Help Safeguard Your Future – A guide to understanding how Bitcoin and other digital assets can be integrated into retirement planning to hedge against inflation and market volatility #AMI #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tonya M. Evans. An author of Digital Money Demystified. She is a leading authority in copyright, trademark, fintech, and technology law. She is currently a tenured Professor of Law at Penn State Dickinson Law, with a co-hire appointment at the Penn State Institute for Computational and Data Sciences. Her extensive experience includes serving on the Digital Currency Group board and chairing the MakerDAO Ecosystem Growth Foundation board. She looks at how cryptocurrency will change and what to expect for 2025. An accomplished author of Digital Money Demystified, she is developing a series of books to guide lawyers through the evolving digital landscape. Dr. Evans blends her extensive legal experience with innovative educational initiatives to provide valuable insights into the future of law and emergent technologies. Connect with Dr. Tonya Evans: Website: www.advantageevans.com Instagram: @IPProfEvans Facebook: @AdvantageEvans X: @IPProfEvans Interview Questions: • Tell us about your book Digital Money Demystified.• Why did you write the book?• How to set up a cryptocurrency wallet• The Best Ways to Use Cryptocurrency For Last Minute Gifts• Why does Bitcoin Make great investment gifts for 2025• Avoiding Scams: How to Stay Safe When Using Crypto to Shop• Are you crypto-curious? The first steps to consider taking if you’re feeling the FOMO around investing in digital money• Top 10 crypto myths busted and backed by well-supported facts• Bitcoin for Retirement: How Digital Assets Can Help Safeguard Your Future – A guide to understanding how Bitcoin and other digital assets can be integrated into retirement planning to hedge against inflation and market volatility #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tonya M. Evans. An author of Digital Money Demystified. She is a leading authority in copyright, trademark, fintech, and technology law. She is currently a tenured Professor of Law at Penn State Dickinson Law, with a co-hire appointment at the Penn State Institute for Computational and Data Sciences. Her extensive experience includes serving on the Digital Currency Group board and chairing the MakerDAO Ecosystem Growth Foundation board. She looks at how cryptocurrency will change and what to expect for 2025. An accomplished author of Digital Money Demystified, she is developing a series of books to guide lawyers through the evolving digital landscape. Dr. Evans blends her extensive legal experience with innovative educational initiatives to provide valuable insights into the future of law and emergent technologies. Connect with Dr. Tonya Evans: Website: www.advantageevans.com Instagram: @IPProfEvans Facebook: @AdvantageEvans X: @IPProfEvans Interview Questions: • Tell us about your book Digital Money Demystified.• Why did you write the book?• How to set up a cryptocurrency wallet• The Best Ways to Use Cryptocurrency For Last Minute Gifts• Why does Bitcoin Make great investment gifts for 2025• Avoiding Scams: How to Stay Safe When Using Crypto to Shop• Are you crypto-curious? The first steps to consider taking if you’re feeling the FOMO around investing in digital money• Top 10 crypto myths busted and backed by well-supported facts• Bitcoin for Retirement: How Digital Assets Can Help Safeguard Your Future – A guide to understanding how Bitcoin and other digital assets can be integrated into retirement planning to hedge against inflation and market volatility #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dr. Tonya M. Evans. An author of Digital Money Demystified. She is a leading authority in copyright, trademark, fintech, and technology law. She is currently a tenured Professor of Law at Penn State Dickinson Law, with a co-hire appointment at the Penn State Institute for Computational and Data Sciences. Her extensive experience includes serving on the Digital Currency Group board and chairing the MakerDAO Ecosystem Growth Foundation board. She looks at how cryptocurrency will change and what to expect for 2025. An accomplished author of Digital Money Demystified, she is developing a series of books to guide lawyers through the evolving digital landscape. Dr. Evans blends her extensive legal experience with innovative educational initiatives to provide valuable insights into the future of law and emergent technologies. Connect with Dr. Tonya Evans: Website: www.advantageevans.com Instagram: @IPProfEvans Facebook: @AdvantageEvans X: @IPProfEvans Interview Questions: • Tell us about your book Digital Money Demystified.• Why did you write the book?• How to set up a cryptocurrency wallet• The Best Ways to Use Cryptocurrency For Last Minute Gifts• Why does Bitcoin Make great investment gifts for 2025• Avoiding Scams: How to Stay Safe When Using Crypto to Shop• Are you crypto-curious? The first steps to consider taking if you’re feeling the FOMO around investing in digital money• Top 10 crypto myths busted and backed by well-supported facts• Bitcoin for Retirement: How Digital Assets Can Help Safeguard Your Future – A guide to understanding how Bitcoin and other digital assets can be integrated into retirement planning to hedge against inflation and market volatility #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Jason Brown. He is a Finance graduate from Wayne State University with over 15 years of experience in stocks and options trading. He’s helping regular people start their journey to becoming millionaires in five years from the stock market. at the young age of 23, began trading with a $10,000 student loan and grew it into a six-figure trading account. His passion for teaching others about stock market investing led him to create his own online education company “Power Trades University.” His passion for teaching others about stock market investing is through his own online education company “Power Trades University”, which contains a trading roadmap for members to build a million dollar account in just five years. Jason is an active YouTuber with over 80,000 subscribers, host of the Money, Markets, and Mindset podcast, and Author of his upcoming book, Five-Year Millionaire (set to release in early 2025). Jason believes anyone can profit from the stock market if they know what to look for, and how to spot low-risk but high-reward times to buy and sell. The advantage of investing while working a Full-time Job is that anyone can manage their investments and get on the fast track to financial success. #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Jason Brown. He is a Finance graduate from Wayne State University with over 15 years of experience in stocks and options trading. He’s helping regular people start their journey to becoming millionaires in five years from the stock market. at the young age of 23, began trading with a $10,000 student loan and grew it into a six-figure trading account. His passion for teaching others about stock market investing led him to create his own online education company “Power Trades University.” His passion for teaching others about stock market investing is through his own online education company “Power Trades University”, which contains a trading roadmap for members to build a million dollar account in just five years. Jason is an active YouTuber with over 80,000 subscribers, host of the Money, Markets, and Mindset podcast, and Author of his upcoming book, Five-Year Millionaire (set to release in early 2025). Jason believes anyone can profit from the stock market if they know what to look for, and how to spot low-risk but high-reward times to buy and sell. The advantage of investing while working a Full-time Job is that anyone can manage their investments and get on the fast track to financial success. #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Jason Brown. He is a Finance graduate from Wayne State University with over 15 years of experience in stocks and options trading. He’s helping regular people start their journey to becoming millionaires in five years from the stock market. at the young age of 23, began trading with a $10,000 student loan and grew it into a six-figure trading account. His passion for teaching others about stock market investing led him to create his own online education company “Power Trades University.” His passion for teaching others about stock market investing is through his own online education company “Power Trades University”, which contains a trading roadmap for members to build a million dollar account in just five years. Jason is an active YouTuber with over 80,000 subscribers, host of the Money, Markets, and Mindset podcast, and Author of his upcoming book, Five-Year Millionaire (set to release in early 2025). Jason believes anyone can profit from the stock market if they know what to look for, and how to spot low-risk but high-reward times to buy and sell. The advantage of investing while working a Full-time Job is that anyone can manage their investments and get on the fast track to financial success. #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Exploring the latest developments at Amazon, What to remember about Credit Cards, Important wisdom learned from Warren Buffett
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Latrease Price Gistard. I began my finance career in 1999, working in investment operations and accounting for 14 years. In 2013, I transitioned into retail auto finance as an independent Texas auto dealer and Finance Manager. Shortly thereafter, I earned my Residential Mortgage Loan Originator license in 2018. I worked as a Mortgage Loan Originator until December 2022. In February 2023, I took the next step in my career by opening my independent mortgage brokerage, ACI Mortgage, LLC, where I serve as an Independent Mortgage Broker. Company Description *ACI Mortgage, LLC is an independent mortgage broker committed to delivering exceptional service through a focus on accountability, consistency, and innovative tools and resources. Understanding that the home purchase process involves not only finding the perfect home but also securing the right mortgage, ACI Mortgage, LLC strives to make the mortgage process personalized, efficient, and timely. By building strong relationships and keeping clients' needs at the forefront, ACI Mortgage, LLC ensures a smooth and seamless experience every step of the way. #STRAW #BEST #SHMS Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Latrease Price Gistard. I began my finance career in 1999, working in investment operations and accounting for 14 years. In 2013, I transitioned into retail auto finance as an independent Texas auto dealer and Finance Manager. Shortly thereafter, I earned my Residential Mortgage Loan Originator license in 2018. I worked as a Mortgage Loan Originator until December 2022. In February 2023, I took the next step in my career by opening my independent mortgage brokerage, ACI Mortgage, LLC, where I serve as an Independent Mortgage Broker. Company Description *ACI Mortgage, LLC is an independent mortgage broker committed to delivering exceptional service through a focus on accountability, consistency, and innovative tools and resources. Understanding that the home purchase process involves not only finding the perfect home but also securing the right mortgage, ACI Mortgage, LLC strives to make the mortgage process personalized, efficient, and timely. By building strong relationships and keeping clients' needs at the forefront, ACI Mortgage, LLC ensures a smooth and seamless experience every step of the way. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Latrease Price Gistard. I began my finance career in 1999, working in investment operations and accounting for 14 years. In 2013, I transitioned into retail auto finance as an independent Texas auto dealer and Finance Manager. Shortly thereafter, I earned my Residential Mortgage Loan Originator license in 2018. I worked as a Mortgage Loan Originator until December 2022. In February 2023, I took the next step in my career by opening my independent mortgage brokerage, ACI Mortgage, LLC, where I serve as an Independent Mortgage Broker. Company Description *ACI Mortgage, LLC is an independent mortgage broker committed to delivering exceptional service through a focus on accountability, consistency, and innovative tools and resources. Understanding that the home purchase process involves not only finding the perfect home but also securing the right mortgage, ACI Mortgage, LLC strives to make the mortgage process personalized, efficient, and timely. By building strong relationships and keeping clients' needs at the forefront, ACI Mortgage, LLC ensures a smooth and seamless experience every step of the way. #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Katrina Fitten. She is also the CEO and CFO of New Day For You Financial Services. She is a national leader in business funding solutions. Katrina helps women business owners secure $100k in funding in 100 days or less, with same-day approvals and next-day funding. Katrina's company empowers them to build financial empires. With a Bachelor's in Agricultural Economics, an Executive MBA, and 30 years of professional experience, she has facilitated over $1 million in funding this past year supporting a growing community of women entrepreneurs on their path to becoming first-generation millionaires. Recognized by ESSENCE Magazine and MSN, Fitten is committed to helping women revolutionize their relationship with money and gain confidence in their cash flow to achieve financial peace and generational wealth Talking Points/Questions What a wild time! What is your general take on money, finances post-election?Question 1: How might the proposed changes in the tax code affect small business owners, especially in terms of profit margins and tax write-offs?Question 2: How will Trump's probable proposal of increased tariffs impact mid-to-low income families and business owners?Question 3: How do you predict the potential impact on consumers and business owners if there is deportation enforcement of immigrants?Question 4: What are the implications of the ongoing discussions about Social Security benefits for everyday Americans?Question 5: How can listeners take proactive steps to navigate these financial uncertainties? #STRAW #BEST #SHMS Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Katrina Fitten. She is also the CEO and CFO of New Day For You Financial Services. She is a national leader in business funding solutions. Katrina helps women business owners secure $100k in funding in 100 days or less, with same-day approvals and next-day funding. Katrina's company empowers them to build financial empires. With a Bachelor's in Agricultural Economics, an Executive MBA, and 30 years of professional experience, she has facilitated over $1 million in funding this past year supporting a growing community of women entrepreneurs on their path to becoming first-generation millionaires. Recognized by ESSENCE Magazine and MSN, Fitten is committed to helping women revolutionize their relationship with money and gain confidence in their cash flow to achieve financial peace and generational wealth Talking Points/Questions What a wild time! What is your general take on money, finances post-election?Question 1: How might the proposed changes in the tax code affect small business owners, especially in terms of profit margins and tax write-offs?Question 2: How will Trump's probable proposal of increased tariffs impact mid-to-low income families and business owners?Question 3: How do you predict the potential impact on consumers and business owners if there is deportation enforcement of immigrants?Question 4: What are the implications of the ongoing discussions about Social Security benefits for everyday Americans?Question 5: How can listeners take proactive steps to navigate these financial uncertainties? #STRAW #BEST #SHMS See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Kevin Cohee. He is the owner, Chairman and Chief Executive Officer of OneUnited Bank, the largest Black owned bank and the first Black owned internet bank in America. In the aftermath of the protest against police brutality in 2016, Mr. Cohee created and spearheaded the Bank Black movement resulting in Black people transferring tens of millions of dollars into Black owned banks as a form of social protest. Through Mr. Cohee's visionary leadership, OneUnited Bank has exceeded industry averages year after year regarding asset growth and profitability. From 1996 to the present, OneUnited assets have grown from $56 million to over $650 million. The Bank has consistently been profitable and achieved a compound growth rate on its common equity of over 35%. A successful business executive and entrepreneur for almost 20 years, Mr. Cohee founded a consulting firm in 1979 specializing in acquisition of radio and television stations by minorities. After obtaining his JD/MBA in 1985, Mr. Cohee became an investment banker at Salomon Brothers, Inc. Company Description * OneUnited Bank is the premier bank for urban communities, the largest Black-owned bank, the first Black internet bank and a Community Development Financial Institution (CDFI). Its mission is to provide affordable financial services to support economic development in urban communities and maintain superior financial performance to maximize shareholder value. OneUnited is an FDIC insured bank and an equal housing lender. He is the CEO of OneUnited Bank, America's largest Black-owned bank. Discover how OneUnited is transforming financial access through artificial intelligence technology and innovation, offering tools to help underserved communities build wealth and financial literacy. Cohee shares powerful insights on breaking down barriers in banking, leveraging technology for financial empowerment, and creating opportunities for a brighter economic future. Tune in to learn how you can take control of your financial journey with resources tailored to uplift and empower! #STRAW #BEST #SHMSSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Kevin Cohee. He is the owner, Chairman and Chief Executive Officer of OneUnited Bank, the largest Black owned bank and the first Black owned internet bank in America. In the aftermath of the protest against police brutality in 2016, Mr. Cohee created and spearheaded the Bank Black movement resulting in Black people transferring tens of millions of dollars into Black owned banks as a form of social protest. Through Mr. Cohee's visionary leadership, OneUnited Bank has exceeded industry averages year after year regarding asset growth and profitability. From 1996 to the present, OneUnited assets have grown from $56 million to over $650 million. The Bank has consistently been profitable and achieved a compound growth rate on its common equity of over 35%. A successful business executive and entrepreneur for almost 20 years, Mr. Cohee founded a consulting firm in 1979 specializing in acquisition of radio and television stations by minorities. After obtaining his JD/MBA in 1985, Mr. Cohee became an investment banker at Salomon Brothers, Inc. Company Description * OneUnited Bank is the premier bank for urban communities, the largest Black-owned bank, the first Black internet bank and a Community Development Financial Institution (CDFI). Its mission is to provide affordable financial services to support economic development in urban communities and maintain superior financial performance to maximize shareholder value. OneUnited is an FDIC insured bank and an equal housing lender. He is the CEO of OneUnited Bank, America's largest Black-owned bank. Discover how OneUnited is transforming financial access through artificial intelligence technology and innovation, offering tools to help underserved communities build wealth and financial literacy. Cohee shares powerful insights on breaking down barriers in banking, leveraging technology for financial empowerment, and creating opportunities for a brighter economic future. Tune in to learn how you can take control of your financial journey with resources tailored to uplift and empower! #STRAW #BEST #SHMSSee omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Tim Mercer. He is also the CFO of Cadence Ventures, Inc. It is a boutique private equity firm that invest in private mortgage notes and offers "nontraditional" financing to real estate investors, builders, and developers. Talking Points/Questions 1) Phases of entrepreneurship (i.e. solopreneurs, intrapreneurs, business owner, investor)2) The importance of financial literacy and how to level up your financial knowledge3) How government contracts can help scale your business4) Advice to small businesses seeking to get into government contracting5) Why real estate is the safest and most profitable investment 6) How to invest passively into real estate With over 2 decades of experience in finance, real estate, and government contracting, Mercer is currently the CFO of Cadence Ventures, INC and IBOX Global, LLC, which was ranked #357 on Inc. 500's list of the Fastest Growing Companies. As a private lender with discretionary capital, we've become a reliable capital partner for real estate professionals needing certainly of execution and timely closings. #SHMS #BEST #STRAW Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.
Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Tim Mercer. He is also the CFO of Cadence Ventures, Inc. It is a boutique private equity firm that invest in private mortgage notes and offers "nontraditional" financing to real estate investors, builders, and developers. Talking Points/Questions 1) Phases of entrepreneurship (i.e. solopreneurs, intrapreneurs, business owner, investor)2) The importance of financial literacy and how to level up your financial knowledge3) How government contracts can help scale your business4) Advice to small businesses seeking to get into government contracting5) Why real estate is the safest and most profitable investment 6) How to invest passively into real estate With over 2 decades of experience in finance, real estate, and government contracting, Mercer is currently the CFO of Cadence Ventures, INC and IBOX Global, LLC, which was ranked #357 on Inc. 500's list of the Fastest Growing Companies. As a private lender with discretionary capital, we've become a reliable capital partner for real estate professionals needing certainly of execution and timely closings. #SHMS #BEST #STRAW See omnystudio.com/listener for privacy information.