Podcasts about financialmentor

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Best podcasts about financialmentor

Latest podcast episodes about financialmentor

The Thoughtful Entrepreneur
2157 - Empower Your Future in Real Estate & Crypto Strategies with Damion Lupo

The Thoughtful Entrepreneur

Play Episode Listen Later Apr 23, 2025 22:16


Expedition Retirement
Greg calls baloney on the four big questions people are asking their advisor right now | Is this the time to buy gold? | One financial mentor has gone off the rails with his latest advice

Expedition Retirement

Play Episode Listen Later Apr 5, 2025 59:06


On this episode: How Wall Streets’ concerns and your concerns aren’t the same. Gold is going up, should you consider investing? More “paint by numbers” advice from the national financial media that isn’t helping. 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.

Divorce Doesn't Suck
Ed Vargo, Co-Founder & President of Burning River Advisory Group and enlightenHer

Divorce Doesn't Suck

Play Episode Listen Later Dec 17, 2024 33:33


Ed Vargo is co-founder and president of Burning River Advisory Group and enlightenHer, a community focused on empowering women through financial mentorship.  He's passionate about helping women build long-term financial plans, especially during life transitions like divorce, retirement, and beyond.  His dedication stems from his personal experience: Ed's mother, an immigrant from South Korea, lost custody of her children after divorce, due to financial instability. This experience has driven Ed to empower women to gain the financial knowledge they need to navigate divorce with confidence, ensuring they never face such hardship.  Ed knows that women can't be fully empowered unless they're financially empowered. Connect with him! Web: enlightenher.comIG: @enlightenherofficialLI: enlightenHer 

Frugal Friends Podcast
How to Find a Financial Mentor with Anthony O'Neal

Frugal Friends Podcast

Play Episode Listen Later Dec 13, 2024 46:39 Transcription Available


Sit back, relax, and see how the tables have turned—not metaphorically, but literally. Is your table composed of the right people and the right community? Is it filled with inspiring feasts or just artificial crumbs? In this episode, Jen and Jill are joined by Anthony O'Neal as they explore how identifying the right mentors and embracing vulnerability can help create a powerful circle of influence.

SharkPreneur
1076: Transforming the Construction Industry: From EQRP to Frame Tech with Damion Lupo

SharkPreneur

Play Episode Listen Later Aug 26, 2024 22:04


Damion Lupo is an American Sensei and a highly sought-after Financial Mentor to the elite. He is the author of six books and the creator of accelerated learning programs that focus on achieving financial and spiritual mastery. With over 20 years of martial arts study and financial training, Damion has dedicated his life to guiding individuals toward financial transformation and empowerment. Damion's mission is ambitious: to lead 3,000,000 people from financial confusion to clarity and power. He envisions a shift in society where 1% of America is reinvented, breaking free from the financial shackles imposed by a system rife with corruption and cronyism. His goal is to inspire and empower individuals, particularly women, to achieve financial freedom and abundance. Driven by a deep love for his students and a firm belief in their potential, Damion has designed a transformation process that taps into the inner strength and wisdom of each individual. He believes that every person has the right to live a life of freedom and joy, free from the chaos of financial illiteracy. Through his teachings, Damion helps his students unlock their potential, enabling them to design, develop, and control their financial futures. Damion's ultimate mission is to empower people to move from a mindset of victimhood to becoming victors of their own lives. He is committed to guiding individuals from financial scarcity, fear, and chaos into a life filled with wealth, hope, and happiness. His books, videos, and learning programs are tailored for those who are ready to take action and embrace accountability. Damion Lupo believes that wealth is a choice, and he is dedicated to inspiring others to achieve financial freedom through personal financial mastery. Listen to this informative Sharkpreneur episode with Damion Lupo about transforming the construction industry with Frame Tech. Here are some of the beneficial topics covered on this week's show: - How EQRP allows people to invest their retirement funds in assets like real estate, startups, Bitcoin, and gold. - How Frame Tech went from an idea on a napkin to a $463 million enterprise in two years. - Why Frame Tech is projected to become a unicorn with a billion-dollar valuation within 18 months. - How Frame Tech reimagines framing and the construction of houses. - How having trust in business partnerships is vital for success. Connect with Damion: Guest Contact Info X @damionlupo LinkedIn linkedin.com/in/damionlupo Links Mentioned: damionlupo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

My Daily Business Coach Podcast
Growing your financial literacy with Canna Campbell of SugarMamma — author, podcaster, content creator and financial mentor

My Daily Business Coach Podcast

Play Episode Listen Later Jul 3, 2024 45:31


In this episode, Fiona chats with Canna Campbell aka Sugar Mamma (sugarmamma.tv) about her journey into the financial world and how she has become a recognised and respected content creator with a loyal following on YouTube, Instagram and Tik Tok. Canna shares her insights on personal finance, investing, content creation and how to manage both personal and business finances effectively. You'll Learn How To:The importance of taking breaks and managing stressStarting and growing her businessChallenges of being a young female in a male-dominated industryInspiration and challenges of starting a YouTube channelCanna's personal experiences with ADHDBalancing multiple projects and maintaining productivityThe importance of financial independenceThe importance of understanding and managing superannuationStrategies for personal and business financial managementLack of financial educationStrategies for paying down debt and debt recyclingInvestment through equity in homeownershipImportance of professional financial adviceFinancial literacy and its impact on wealth buildingTeaching children about financesBudgeting and cash flow managementChallenges in creating and sticking to a budgetIdentifying and reducing wasteful spendingFinancial tools and apps for budgetingGet started on a more successful and sustainable small business with our range of free tools at mydailybusiness.com/freestuffGroup Coaching is now open! You can apply at mydailybusiness.com/groupcoachingConnect and get in touch with My Daily BusinessMy Daily Business ShopMy Daily Business Free Weekly Planner

Money Grows on Trees: the Podcast
What to Do with Your Money if You're 18?

Money Grows on Trees: the Podcast

Play Episode Listen Later Jun 23, 2024 17:46


In this compelling episode of "Money Grows On Trees: The Podcast," titled *"What to Do with Your Money if You're 18?"* host Lloyd Ross delves into essential financial advice for 18-year-olds. Whether you're a teenager eager to build a secure financial future or a parent looking to guide your child, this episode offers invaluable insights. Lloyd shares actionable tips on how to make the most of your youthful years by surrounding yourself with ambition, focusing on skill-building for long-term success, and adopting smart saving and investing habits. Featuring practical steps and personal anecdotes, this episode is a must-listen for anyone aiming to achieve financial independence from a young age. Tune in to understand how to lay the foundation for a prosperous future!

RNZ: Morning Report
Financial mentor on govt plans to make home loans easier

RNZ: Morning Report

Play Episode Listen Later Apr 21, 2024 4:56


The Government announced on Sunday it will be reforming financial services to improve access to home loans and other lending. David Verry, a financial mentor in Auckland, with thirty years' background in banking, thinks the Government isn't telling the whole story. Verry spoke to Corin Dann.

Modern Alchemy with James Arthur Ray and Bersabeh Ray
#103 - Spotlight with David Henning "Financial Mentor"

Modern Alchemy with James Arthur Ray and Bersabeh Ray

Play Episode Listen Later Apr 8, 2024 66:42


In this episode weeks we talk about "The Rules of Money" with David Henning We just met David Henning a couple of weeks ago at a large conference in Atlanta for Vantage Financial. Bersabeh and I had a presentation on day 2 of the conference and on day one the MC brought some high performers on stage and David spoke for a short moment about current events—he was the only one who shared that kind of information, and it was impressive. Bersabeh leaned over and said, “I really like that guy.” Tune in and learn the rules of money that apply to you. David will help you understand them so that it works for you instead of against you! Connect with David here: https://www.instagram.com/davidhenningmindset/

Know your why Podcast
From Money Geek to Financial Mentor: curiosity didn't kill the cat with Grace Ursery | Know your Why #299 PART 2

Know your why Podcast

Play Episode Listen Later Apr 5, 2024 34:23


EPISODE SUMMARY: Join us on the second part of our conversation with guest Grace Ursery, where in this installment we tackle the multifaceted dimensions of the veterinary profession, the critical role of financial security in practice, and the driving forces behind personal success. Listen in as we unpack the significance of recognizing the value of veterinary work and the pressing need for practitioners to negotiate contracts that reflect their true worth. In an era where understaffing is rampant, we confront the uncomfortable truth that not all vets are created equal and advocate for a reevaluation of financial expectations within the field, emphasizing the imperative for sustainability and adaptability.   GRACE'S BIO: Grace Wu Ursery is a self-proclaimed money geek. She's curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.   GET IN TOUCH WITH GRACE : linkedin.com/in/grace-ursery-rvt-cvpm-3508577   EPISODE CHAPTERS: (0:00:00) - Value and Sustainability in Veterinary Practice Negotiating value in veterinary medicine, addressing financial expectations and the need for change and adaptation in the industry. (0:10:38) - Veterinary Practice and Financial Security The importance of charging appropriately for services, avoiding giving away free services, and achieving financial independence for stability. (0:17:02) - Sports, Psychology, and Perseverance Financial security enables control and altruism, parallels between sports and life, and the resilience required for success. (0:28:33) - Uncover Your Why for Success Nurturing curiosity and asking questions leads to personal and professional growth, utilizing resources and challenging complacency. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

Redemption with James Arthur Ray
#103 - Spotlight with David Henning "Financial Mentor"

Redemption with James Arthur Ray

Play Episode Listen Later Apr 5, 2024 66:43


In This episode wwe talk about "The Rules of Money" with David Henning We just met David Henning a couple of weeks ago at a large conference in Atlanta for Vantage Financial. Bersabeh and I had a presentation on day 2 of the conference and on day one the MC brought some high performers on stage and David spoke for a short moment about current events—he was the only one who shared that kind of information, and it was impressive. Bersabeh leaned over and said, “I really like that guy.” Tune in and learn the rules of money that apply to you. David will help you understand them so that it works for you instead of against you! Connect with David here: ⁠https://www.instagram.com/davidhenningmindset/⁠

Know your why Podcast
From Money Geek to Financial Mentor: curiosity didn't kill the cat with Grace Ursery | Know your why #298 PART 1

Know your why Podcast

Play Episode Listen Later Apr 3, 2024 47:00


EPISODE SUMMARY: When Grace Ursery shared her journey of intertwining the threads of veterinary care and finance, it was a revelation that resonated deep within my own experiences. Her insights into the intersection of veterinary practice and economic literacy sparked a conversation that is both rare and necessary in our field. Our discussion peeled back the layers of this complex world, revealing the essence of value and compassion in animal care. We tackled the delicate balance of financial transparency and the profound impact it has on both practitioners and pet owners. It's a candid exploration of the challenges and triumphs that come with delivering quality medical care while navigating the often-murky waters of veterinary economics. Stay tuned for PART 2 of this insightful episode, releasing this next Friday the 5th of April.   GRACE'S BIO: Grace Wu Ursery is a self-proclaimed money geek. She's curious about economic indicators, global trade as impacted by geopolitical alliances, tips and tricks on managing personal finance, and can talk talk talk about how it impacts the business of veterinary medicine. From UCLA undergrad to a CA licensed Registered Veterinary Technician and then as a Certified Veterinary Practice Manager, her professional path has taken its many turns and loops. As a divorced single mom of a grade schooler, financial independence and security in work and life brings on another set of perspectives. Now having been 2 decades in the veterinary industry, Grace sees a way to contribute to the community that is usually pretty scary to others: talking with veterinary professionals so they can get comfortable with understanding their money and how to use it.   GET IN TOUCH WITH GRACE : linkedin.com/in/grace-ursery-rvt-cvpm-3508577   EPISODE CHAPTERS: (0:00:00) - Veterinary Finance and Medicine Exploration Veterinary professional Grace Ursery shares her journey from pet ownership to management, emphasizing the importance of finance in animal care. (0:15:40) - Value and Efficiency in Veterinary Medicine Frustration and high costs of strep throat treatment, parallels between human and veterinary medicine, and ethical conflicts in medical care. (0:19:54) - Navigating Financial Expectations in Veterinary Practice Veterinarians face challenges and financial strain due to unrealistic expectations, while discussing financial literacy and the importance of open conversations about money. (0:24:15) - Financial Literacy in Veterinary Medicine Empathy, business acumen, and financial planning are crucial for success in the veterinary community and beyond. (0:38:37) - Changing Landscape of Veterinary Practice Ownership Veterinary practice ownership has shifted from independent to consolidated, with challenges for baby boomers, Gen X and millennials, and potential resurgence for Gen Z. (0:45:47) - Financial Planning for Future Success Financial literacy, strategic planning, and long-term financial future for practice ownership or employment. If you want to know more about Dr. Jason Balara and the Know your Why Podcast: https://linktr.ee/jasonbalara Audio Track: Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Artist: http://audionautix.com/  

SugarMamma's Financial Foreplay
My Financial Mentor Part 2 - Outsmart the rising cost of living throughout retirement

SugarMamma's Financial Foreplay

Play Episode Listen Later Dec 10, 2023 22:26


Peter Thornhill is known by most major banks and fund managers as an "Investment Legend". He has built a $10,000,000 diversified share portfolio that funds a legal tax effective passive income stream of over $400,000 p.a. which continues to grow. However he really only started when he was in his 50s. You NEED to read his book: https://motivatedmoney.com.au/ - My No.1 BEST ADVICE If you need help with your budget or are sick of living paycheque to paycheque, sign up to the FREE SugarMamma Budget & Cashflow Masterclass here: https://courses.sugarmamma.tv/registration-page Or you can just get started with fixing your budget today by enrolling in The SugarMamma Budget & Cashflow Academy course here: https://courses.sugarmamma.tv/Signup Also, don't forget to register my free Money Mindset & Manifestation Masterclass if you need help with motivation, clarity and support: https://courses.sugarmamma.tv/masterclass Or you can just get started straight away and have me as your accountability coach through the Money Mindset & Manifestation Program here (P.S. It is game changing): https://courses.sugarmamma.tv/join Stay updated & inspired... @SugarMammaTV – Money, budgeting, cashflow, motivation @CannaCampbellofficial – lifestyle, capsule wardrobe fashion, motherhood Tik Tok - https://www.tiktok.com/@sugarmammatv My Best Selling Books! The $1000 Project Book: booktopia.kh4ffx.net/DVqDMj Mindful Money: booktopia.kh4ffx.net/Xxrz5o My YouTube channel - over 500 bite size videos with over 12,000,000 views! https://www.youtube.com/c/SugarMamma www.SugarMammaTV.com  Also, don't forget about my other podcast channel, "How Do They Afford That?" https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235 ADDITIONAL GENERAL ADVICE WARNING: Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams. GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.   If you need help with your budget or are sick of living paycheque to paycheque, sign up to the FREE SugarMamma Budget & Cashflow Masterclass here: https://courses.sugarmamma.tv/registration-page   Or you can just get started with fixing your budget today by enrolling in The SugarMamma Budget & Cashflow Academy course here: https://courses.sugarmamma.tv/Signup   Also, don't forget to register my free Money Mindset & Manifestation Masterclass if you need help with motivation, clarity and support: https://courses.sugarmamma.tv/masterclass Or you can just get started straight away and have me as your accountability coach through the Money Mindset & Manifestation Program here (P.S. It is game changing): https://courses.sugarmamma.tv/join   Stay updated & inspired... @SugarMammaTV – Money, budgeting, cashflow, motivation @CannaCampbellofficial – lifestyle, capsule wardrobe fashion, motherhood Tik Tok - https://www.tiktok.com/@sugarmammatv My Best Selling Books! The $1000 Project Book: booktopia.kh4ffx.net/DVqDMj Mindful Money: booktopia.kh4ffx.net/Xxrz5o My YouTube channel - over 500 bite size videos with over 12,000,000 views! https://www.youtube.com/c/SugarMamma www.SugarMammaTV.com    Also, don't forget about my other podcast channel, "How Do They Afford That?" https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235   ADDITIONAL GENERAL ADVICE WARNING: Whilst we discuss various financial topics, this podcast is not advice in anyway, but purely for educational purposes only. Nothing in this podcast is personal advice, investment advice or product advice. With any major financial decision, you must always do your own research, consider all the pros and cons, fees, caps, limits, costs, taxes etc. Always proactively educate yourself before making any major financial decision, consider your own financial goals, deadlines and risk profile. So please bear all of this in mind when listening to this podcast and please always speak to a Financial Planner when wondering what you should do to achieve your own financial goals and dreams.   GENERAL ADVICE WARNING & FINANCIAL PLANNING LICENSE DETAILS: The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.   Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.  See omnystudio.com/listener for privacy information.

Value Driven Data Science
Episode 25: The Risks of Applying Data Science to Financial Modelling

Value Driven Data Science

Play Episode Listen Later Oct 18, 2023 62:55


Pretty much everyone has a retirement plan, but those plans aren't always robust enough to see you through to the finish line of life. And part of that is a direct consequence of incorrectly applying data science principles to financial modelling.In this episode, Todd Tresidder joins Dr Genevieve Hayes to discuss the risks and limitations of using data science when planning for retirement.Guest BioTodd Tresidder is a former hedge fund manager who “retired” at age 35 to become a financial consumer advocate and money coach. He now runs the popular retirement planning website FinancialMentor.com and is the author of a range of books on retirement planning and investments including How Much Money Do I Need to Retire? and The Leverage Equation.Talking PointsWhat are some of the limitations of traditional financial modelling?Examples of what can happen when traditional financial modelling goes very wrong.How to do financial modelling the right way.The Engineer's Fallacy or why you shouldn't apply pure data science to financial planning.The implications of this for fields outside of the financial services industry.LinksTodd's WebsiteConnect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE

Value Driven Data Science
Episode 25: The Risks of Applying Data Science to Financial Modelling

Value Driven Data Science

Play Episode Listen Later Oct 18, 2023 62:55


Genevieve Hayes Consulting Episode 25: The Risks of Applying Data Science to Financial Modelling Pretty much everyone has a retirement plan, but those plans aren't always robust enough to see you through to the finish line of life. And part of that is a direct consequence of incorrectly applying data science principles to financial modelling.In this episode, Todd Tresidder joins Dr Genevieve Hayes to discuss the risks and limitations of using data science when planning for retirement. Guest Bio Todd Tresidder is a former hedge fund manager who “retired” at age 35 to become a financial consumer advocate and money coach. He now runs the popular retirement planning website FinancialMentor.com and is the author of a range of books on retirement planning and investments including How Much Money Do I Need to Retire? and The Leverage Equation. Talking Points What are some of the limitations of traditional financial modelling?Examples of what can happen when traditional financial modelling goes very wrong.How to do financial modelling the right way.The Engineer’s Fallacy or why you shouldn’t apply pure data science to financial planning.The implications of this for fields outside of the financial services industry. Links Todd’s Website Connect with Genevieve on LinkedInBe among the first to hear about the release of each new podcast episode by signing up HERE The post Episode 25: The Risks of Applying Data Science to Financial Modelling first appeared on Genevieve Hayes Consulting and is written by Dr Genevieve Hayes.

Ariel's Entertainment  Podcast
EP. 345- Take Responsibility For Your Success! Special Guest Entrepreneur Kevin Richards!

Ariel's Entertainment Podcast

Play Episode Listen Later Aug 17, 2023 33:42


In This Episode 345 We Have Special Guest Entrepreneur "Kevin Richards” Who Tells Us How He Became A Leader, Empowerment/Financial Mentor, Franchise Builder, Father, Entrepreneur, and how to make it your passion/purpose/living! Follow & Support “Kevin" Instagram/LINKEDIN @kevinrichardsFollow & Support Me @Venmo- @Ariel-Castillo-4 PayPal- Paypal.me/arielent TIKTOK- @Arielent.com Ariel Castillo Soundcloud Instagram- https://www.instagram.com/arielentpod/ Website- Arielent.com

Richer Soul, Life Beyond Money
Ep 346 Epochal Change in the Financial Markets with Todd Tresidder

Richer Soul, Life Beyond Money

Play Episode Listen Later Jul 25, 2023 83:35


Epochal Change in the Financial Markets   Are you wondering why it feels like your money is losing value despite assets like stocks being near all-time highs?   Financial expert Todd Tresidder and Rocky Lalvani reveal we've entered a new economic epoch characterized by high inflation, rising interest rates, and more volatility. Takeaway: We are facing a new economic reality and the rules of the past no longer apply. Understanding the new rules and having a plan to navigate them will help you to continue to build your wealth. Bio:  Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before "retiring" at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn't, and why based on a depth of proven experience.   Highlights from this episode:  We are entering a new "economic epoch" characterized by high inflation after a long period of low inflation. Interest rates are also now in an upward trend after declining for decades. The government response to COVID with massive fiscal stimulus was a key trigger that helped kick off these changes. This led to inflation coming back in a structural way. In this new environment, conventional investing strategies like passive index funds are likely to struggle and have poor real returns for 10-15 years. Tactical asset allocation is better suited for this period. Financial repression by the government is likely, meaning inflation will outpace asset returns but it will be gradual enough that most people don't fully realize it. Various risks like duration risk and liquidity risk are emerging that can turn into solvency crises. More volatility and turning points are expected as the economy goes through this transitionary period over the next decade plus. Understanding these dynamics is key so individuals can adapt their investment strategy and spending to preserve wealth through this economic shift. Being prepared ahead of time is critical. https://www.financialmentor.com/invest Previous episodes with Todd: http://richersoul.com/ep-0020-richer-soul-creating-an-investment-process-with-todd-tresidder/ https://richersoul.com/ep-107-using-leverage-to-increase-wealth-and-decrease-risk-with-todd-tresidder/   Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

RNZ: Nine To Noon
Budget advisors concerned over relaxation of lending post

RNZ: Nine To Noon

Play Episode Listen Later Feb 20, 2023 12:20


Part of the government's rescue package announced yesterday was a relaxation of lending rules to allow those affected by extreme weather to borrow ten thousand dollars. It's a move that some budgeting advisors including David Verry, a Financial Mentor with North Harbour Budgeting Services and a former banker of three decades.

Let It In with Guy Lawrence
Understanding Our Relationship with Money, Abundance & True Wealth | Jason Whitton

Let It In with Guy Lawrence

Play Episode Listen Later Oct 11, 2022 63:12


#232 People have their own concepts and opinions about money, riches and wealth. Early perceptions come from observations of parents' relationships to money. In school years, folks learn to mentally separate the “rich kids” from the “not-so-rich,” all while measuring where they fit into the picture. The media continues to feed our concepts of wealth and money by endlessly focusing on that which divides our society, whether in terms of politics or economics. Being too wealthy equates to being out of touch; being too poor equates to wanting a free handout. Both camps are missing the point. The terms money and wealth may appear to mean the same thing. But while many people emphasize the importance of having an abundance of money, few understand the meaning of true wealth. Wealth is a state of mind. Wealthy people always have enough. In this episode, Jason Whitton, the CEO of Positive Real Estate Group, will help us understand that true wealth is having a sense of abundance, one that we experience rather than possess. Obviously, having enough money to provide a roof over our heads, secure sufficient food and clothing and other basic essentials, and raise healthy and happy families frees us from a lot of anxiety.  What Jason considers as wealth has nothing to do with money. He says seeking true wealth may mean seeking deeper relationships, more personal growth, or ways to create more meaning in life. A list of true wealth assets would likely include family, friends, education, talents, experience, connection to community, self-esteem, the ability to help others, and good health (with some luck and good sense). All of these wealth assets contribute to an overall personal sense of well-being. It also includes the ability to earn more money and use some of that money to positively impact the world. Enjoy the conversation. About Jason: From a small town boy growing up in the remote outback of rural Queensland, to becoming the founder of Australasia's most powerful property wealth creation engine – Positive Real Estate Group CEO Jason Whitton is on a mission to change the way we look at wealth. With over 20 years' experience in the real estate industry, in which his company has closed over 10,000 property deals, coached 7500 clients, and generated a combined property clientele equity of over 5.1 billion dollars – Jason has never been more dedicated to sharing his knowledge and wisdom to help people on their path to wealth creation. However, the father-of-three, and husband to beautiful wife Shay Whitton, never set out to achieve real estate dominance or teach wealth strategy. In fact, it wasn't until Jason had been in the Australian Airforce and then pursued his dream of becoming a teacher, that he stumbled upon real estate as a potent formula for financial growth after he read Robert Kiyosaki's book Rich Dad Poor Dad. Jason became fascinated with its powerful, yet straight-forward concepts around wealth creation, and decided to leave the safety of his stable teaching job to pursue a more ambitious career in real estate. The stakes were high, the road was rocky, and the journey did not unfold without risks and some pretty hefty pitfalls. From learning the ropes as a self-made buyer's agent, to immersing himself in property development, to business deals gone bad. There were losses but most importantly, there was learning. And for someone who has spent at least half-a-million-dollars in personal development, those lessons for Jason have been invaluable. In fact, they ultimately enabled the entrepreneur, along with Shay, Sam Saggers and their business partners and team of leading property experts, to revolutionise the real estate education industry, and transform thousands of people's perception of what they thought was possible for their own ability to create long-lasting wealth. In 2003 Positive Real Estate was born, and now the company operates across three countries in Australia, New Zealand and Manilla, managing a group portfolio of brands that includes property management, finance, real estate sales and of course, Jason's first love – education. Still central to his core DNA, teaching is at the heart of what Jason loves to do, and now he spends much of his time mentoring his team leaders to help their teams and clients succeed. This passion for teaching has transpired in many ways throughout Jason's life, with the property guru responsible for building 17 schools across Nepal, Vietnam, Laos and Fiji where 6000 kids get to go to school and receive an education every day. As a busy family man who runs a diverse network of thriving businesses, Jason is now setting out on another adventurous undertaking – The Wealth Faculty. In this ground-breaking and inspiring podcast series, Jason embarks on a journey to discover the true meaning of wealth, by interviewing world-renowned leaders and wealth champions who have achieved extraordinary levels of abundance. Some of whom are the very experts and advisors that have impacted and contributed to Jason's success as a property investor and coach. Key Points Discussed:  Understanding Our Relationship with Money, Abundance & True Wealth (00:00) Helping people tranform their relationship with their future wealth. (00:48) Understanding what true wealth really is. (02:15) How your relationship with money affects your entire life. (12:40) Jason's life from age 0 to 7, and how it led to him being who he is now. (15:52) Staying grounded despite the demands of his successful entrepreneurial career. (22:15) Bouncing back from hard times during the global financial crisis. (26:01) Making the challenges you face mean something better. (32:47) Journey into the Soul: Exploring the Ayahuasca Experience. (36:47) Why choosing to put yourself under pressure is so powerful. (45:01) Daily health habits that will change your life. (50:20) The number one key to happiness. (56:02) How to really get ahead with money. (58:10) Mentioned in this episode: Biology of Belief By Bruce Lipton Rich Dad, Poor Dad By Robert Kiyosaki How to Contact Jason Whitton: LinkedIn - www.linkedin.com/in/mortgage-lead-generator-and-coach Facebook - www.facebook.com/JasonWhittonPRE Website - positiverealestate.com.au YouTube - www.youtube.com/channel/UCy3jS-cPyuqvZvugiWnhXlw   About me:My Instagram: www.instagram.com/guyhlawrence/?hl=en Guy's websites:www.guylawrence.com.au www.liveinflow.co

Life Coach Zach
GROWING YOUR WEALTH with JERREMY NEWSOME

Life Coach Zach

Play Episode Listen Later Aug 8, 2022 28:01


My guest today is Jerremy Newsome, Entrepreneur, and Financial Mentor. Jerremy's focus has been to guide people through the emotional journey with their money, their stock account, and crypto purchases to ensure a radical life change. Everyone wants to be financially independent, at least I hope they do! When it comes to saving money, the hardest thing is actually investing that money so that it produces even more money. This video provides some easy-to-understand information on investing and ideas for growing your money over time. Building wealth is hard when you have no idea what to do. This video gives you some ideas. It was a pleasure having Jerremy on the podcast... Thank you Jerremy! For more on Jerremy, check out his website: jerremynewsome.com on IG @jerremynewsome Youtube: Jerremy Newsome My New Book "LIVE BETTER NOW!" IS AVAILABLE ON AMAZON https://www.amazon.com/Live-Better-Now-guaranteed-Millennials/dp/B0B7XF34C2/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=&sr= If you are looking to TAKE ACTION in your life and want to work with me to optimize your life, check out my website and get in touch. https://lifecoachzach.com/takeaction/ --- Send in a voice message: https://anchor.fm/zachrance/message Support this podcast: https://anchor.fm/zachrance/support

Safe Day Trading
SDT Podcast Episode 80-2022 Interview with Jerremy Newsome a Trader and Financial Mentor

Safe Day Trading

Play Episode Listen Later Jul 11, 2022 23:21


When I asked Jerremy Newsome who he was, he came back with this. My mission, my calling in life is to enrich lives with mentally liberating education. That is why you are here. You are in the search of a fun, new and thrilling awakening regarding your finances, your money along with  the abundance and freedom we all seek in life.​ Freedom is my paradise! I help my clients make the proper tweaks in their mindset, their heartset and their bank account to receive all they cherish!  SafeDay Trading™ Podcast Welcomes You! Thank You for listening to our podcast and for your desire to learn how to safely trade the market for consistent daily profits. For a Limited Time, Sign Up for... FREE SafeDay Mini-Course, FREE eBook and FREE Live Trading Session! Go to our website and register today at http://safedaypodcast.com

CFO at Home
83. What we all need to Understand about our Money

CFO at Home

Play Episode Listen Later Jun 8, 2022 50:05


There are those of us who are self confessed money nerds who love talking, reading, and learning all about money. Other folks appreciate the role that money plays in helping them achieve their goals, but aren't interested in getting too far into the details. Regardless of your level of interest, what are the fundamentals that we all need to understand about the subject? That's the discussion Vince has with Financial Mentor and Educator Eunicia Peret of Empowered Financial Planner on this episode. Key Takeaways A baseline of true financial independence/security is the idea of paying yourself first.  Fundamentals to understand about your money Understand what is happening to your  money and WHY.  What options do you have and how do they fit within your broader goals? Accounting/Tax/CPA services How does your money grow How do you protect your assets There is not a “one size fits all” when it comes to where your money can or should go Working with a competent financial professional can at times save you money even though you're paying for these services.  Resources Empowered Financial Planner Empowered Financial Planner - Future MasterClasses Free Checklist - The 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savings Who Not How Ways to contact/follow:  Eunicia Peret - Instagram Empowered Financial Planner - Facebook Empowered Financial Planner - LinkedIn/ Contact the Host - vince@thecfoathome.com

Workmob
वित्तीय जागरूकता पैदा करने के मिशन पर निकली एक Financial Advisor। सुनिए Akta Sehgal की प्रेरक कहानी

Workmob

Play Episode Listen Later Mar 31, 2022 11:44


सुनिए  नोएडा की रहने वाली एकता सहगल के जीवन की प्रेरक कहानी। एकता एक मेंटर, ब्लॉगर और इन्फ्लुएंसर है। वर्तमान में ये मानस वेल्थ, मदरहुड क्लब, किडोमेंटोरिंग, एमक्यूब और वन्यास क्राफ्ट की फाउंडर-डायरेक्टर हैं। आपको बतादें एकता सशक्तिकरण को बढ़ावा देने, वित्तीय जागरूकता पैदा करने के अपने मिशन पर निकली है। एकता एक फाइनेंशियल एडवाइजर है, जो हर तरह के संचार के माध्यम से लोगों में वित्तीय जागरूकता पैदा कर रही है फिर वो चाहे कविता हो, व्लॉग हो, सेशंस हो, या फेसबुक लाइव। एकता का मानना है कि आज देश की महिलाएं वित्तीय रूप से स्वतंत्र तो हुई है , लेकिन कही ना कही उनके अंदर आत्मविश्वास की कमी अब भी है। इसी कारण वो मनी मैनेजमेंट ठीक से नहीं कर पाती। लेकिन ये बेहद ज़रूरी है कि वो वित्तीय जागरूकता से सम्बंधित तमाम पहलुओं के बारे में जाने और समझे और वित्तीय रूप से मजबूत बने, सशक्त बने, आत्मनिर्भर बने। एकता सहगल इसी उद्देश्य के साथ हर दिन आगे बढ़ रही है और अपने प्रयास में सफल भी हो रही है। एकता के इन्हीं सफल प्रयासों के लिए कई बार इन्हें सम्मानित भी किया जा चूका है। एकता सहगल के जीवन की ये कहानी आज हम सभी के लिए एक सच्ची प्रेरणा है। पूरी कहानी पढ़ें: https://stories.workmob.com/akta-sehgal-financial-servicesवर्कमोब द्वारा #मेरीकहानी कार्यक्रम के माध्यम से एक नयी पहल शुरू की गयी है जिसके ज़रिये हर कोई छोटे बड़े बिज़नेस ओनर्स अपनी प्रेरक कहानियों को यहाँ सभी के साथ साझा कर सकते है। क्योंकि हर शख्स की कहानी में है वो बात जो जीवन को बदलकर एक नयी दिशा दिखाएगी, और ज़िन्दगी में ले आएगी आशा की एक नयी चमकती किरण। #प्रेरककहानियाँ #एकतासहगल #मेंटर #ब्लॉगर #इन्फ्लुएंसर #मानसवेल्थ #मदरहुडक्लब #किडोमेंटोरिंग #एमक्यूब #वन्यासक्राफ्ट #फाउंडरडायरेक्टर #फाइनेंशियलएडवाइजर #मनीमैनेजमेंट जानिए वर्कमोब के बारे में: जुड़िये वर्कमोब पर अपनी कहानी साझा करने और प्रेरणादायक कहानियाँ देखने के लिए। ये एक ऐसा मंच है जहां आप पेशेवरों, लघु व्यापारियों, उद्यमियों और सामाजिक कार्यकर्ताओं की वीडियो कहानियां देख सकते हैं और दूसरों को प्रेरित करने के लिए अपनी व्यक्तिगत और व्यावसायिक कहानी सभी के साथ साझा कर सकते हैं। आपकी कहानी में लोगों को आशा देने, प्रेरणा देने और दूसरों का जीवन बदलने में मदद करने की एक अद्भुत क्षमता है। यह 100% मुफ़्त है। इस लिंक पर क्लिक करें और देखें प्रेरक कहानियां https://stories.workmob.com/ हमारे ऐप्प को डाउनलोड करें: Android: https://play.google.com/store/apps/details?id=com.workmob iOS: https://apps.apple.com/in/app/workmob/id901802570  

Hot Hire 6 and 7 Figure Coaches On Fire - Live Podcast
Interview with Financial Mentor PAUL YEO

Hot Hire 6 and 7 Figure Coaches On Fire - Live Podcast

Play Episode Listen Later Mar 2, 2022 29:43


Somebody call Cupid and tell him he has been sacked because we are going to be speaking to Paul Yeo and I'm going to find out, how we get some money $$$ for our honey!! . Paul helps business owners master their personal finance so they can have freedom. He has over 4,000+ Success Stories so make sure you join us LIVE and ask us some questions. . ******************************************* CONTACT DETAILS ******************************************* PAUL YEO ➡️ FB Profile: https://www.facebook.com/paultyeo ➡️ FB Group: https://www.facebook.com/groups/yourWGP . . ************************************************************* Join my next Challenge: I'm A Coach Get Me Out Of Here... - If you've been struggling on producing and putting content out there, then this is the challenge for you!! . Kicks off on Monday 7th MARCH 2022 ************************************************************** . FREE 5 STEP GUIDE TO START YOUR PERSONAL BRAND

The Art of Hosting
Episode #31: Embracing Healthy Mindset Shifts & Financial Sustainability With Miriam Faye

The Art of Hosting

Play Episode Listen Later Feb 23, 2022 52:45


Hi everyone! Welcome to episode # 31 of the Art of Hosting Podcast. I'm your host Mary Amaechi and in today's episode, I'm interviewing Miriam Faye, Financial Mentor for KVM Interior Design. Earlier in the year, I had a chance to interview Kris, the Founder of KVM Interior Design. This interview can be found in episode # 24. In that episode we learned about Kris's mentoring program for creatives and interior designers. This program is a 3-month mentoring experience for designers & creatives who are ready to build a sustainable, profitable and scalable business with a sound financial and business strategy.  Well, get excited my friends as we listen to Miriam's story about how she became a Finance Mentor, learn about healthy mindset shifts that she encourages small business owners to embrace, and lessons about implementing successful financial strategies. Let's dive in!In this episode we cover Miriam's:Inspiration behind being a Finance MentorEmbracing Healthy Mindset Shifts towards business and financesLessons from her past financial and leadership experienceExperience in overcoming challenges in the beginningMore details About KVM's Mentoring ProgramTaking Healthy Risks in BusinessHow to stay in touch with KatieLinks Mentioned in this Episode.....KVM Interior Design Mentoring Mastermind - WEBSITE

Single Parent Success Stories
34: Eunicia Peret - Financial Mentor and Coach

Single Parent Success Stories

Play Episode Listen Later Oct 4, 2021 52:47


“If we don't set aside, in a creative way, money that comes in, there's no way that our personal money is going to grow. And so that's one of the big things that people need to be thinking about in terms of establishing that solid financial platform. What is the level of commitment that I'm willing to put forth?” - Eunicia Peret Welcome to Single Parent Success Stories! I'm your host, Irina Shehovsov. In this episode, I welcome Eunicia Peret to talk about planning your financial future as a single parent. Eunicia is an accomplished Financial professional and business owner with over 15 years of experience in the financial industry. After a successful and lucrative corporate career where she led many organizations, she pivoted to pursue her passion of helping individual families and small businesses find their way to Financial Independence. Eunicia focuses on helping individuals that want to grow long-term wealth but don't have the secrets to establish a path to financial stability, safety and independence. She is a strong believer that people deserve to gain the unfair advantages that financial advisors typically hold back from their clients. Her Financial Freedom Formula is the “master-class” on the secrets that financial institutions (like your bank) do not want you to know. Once clients understand those financial secrets, their financial outlook is never the same because they are empowered with the tips, tricks and know-how to grow and protect their money… in a way that feels right to them. [00:01 - 09:15] Getting to Know Eunicia [09:16 - 24:12] Why You Need An Expert on Your Side [24:12 - 47:08] Financial Do's and Don'ts After Divorce [47:09 - 49:01] Closing Segment Connect with Eunicia: Instagram: https://www.instagram.com/euniciaperet/ Book: How to Build Wealth...Without "Gambling in the Casino of Wall Street" https://www.empoweredfinancialplanner.com/a/36695/NqRmx4NE Online Course: Key Strategies To Financial Wellbeing https://www.empoweredfinancialplanner.com/a/40492/NqRmx4NE Connect with Irina: https://www.irinashehovsov.com/ https://www.youtube.com/channel/UCkJCe0MIFwK63EiKqZG03mA https://www.facebook.com/irina.shehovsov https://www.instagram.com/irina089/ https://www.facebook.com/groups/slaythelimits Breakthrough Coaching: https://calendly.com/coachirina/strategy-call Happiness Academy Online Course: https://bit.ly/3isSifx --- LEAVE A REVIEW + help single parents you know by sharing this episode. To listen to previous episodes, click here. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/irina-shehovsov/message Support this podcast: https://anchor.fm/irina-shehovsov/support

The Veterinary Project Podcast
Dr. Meredith Jones on Paying Off Over $100k in Student Loan Debt in 3.5 Years and the Upcoming Veterinary Financial Summit

The Veterinary Project Podcast

Play Episode Listen Later Sep 15, 2021 24:27


Dr. Meredith Jones is an emergency veterinarian and co-founder of the Veterinary Financial Summit, a financial conference and online community for veterinary professionals. She is a self-professed “money nerd” who attends financial conferences and reads about personal finance in her spare time. In 2016, she completed training to become a financial coach and founded the Debt-Free Vets Facebook group. In addition to her role as an ER vet, she is a Financial Mentor at Veterinary Emergency Group (VEG). In our conversation with Meredith we discuss: Why Meredith got interested in personal finance How she was able to pay off over $100k in student loan debt in 3.5 years Who the Veterinary Financial Summit is for Why should veterinarians attend the Veterinary Financial Summit and what will attendees leave with Meredith's personal finance book favorites SPECIAL OFFER FOR LISTENERS OF THE VETERINARY PROJECT PODCAST! Thanks to Meredith and her Co-Founder Phil (guest on Episode 054), listeners of The Veterinary Project Podcast will receive 25% off tickets to The Veterinary Financial Summit, taking place virtually this September 18-19, 2021! Use our exclusive promo code and get 25% off! Promo Code: VFSTVP www.eventbrite.com/e/151887805515/?discount=VFSTVP The summit is also approved for up to 14 hours of RACE approved CE credit. For more information on the Veterinary Financial Summit visit: http://vetfinancialsummit.com/ Thank you to Dr. Meredith Jones for joining us on the show! We're now online! Check out our new website at theveterinaryproject.com for more info about the show, our hosts, and all things Veterinary Project! If you liked the show and want to stay in the know, please subscribe to the podcast on the listening platform of your choosing. Want to join our community of like-minded Veterinary Professionals? Send an email to theveterinaryprojectpodcast@gmail.com and we'll get you connected to our private Veterinary Project Facebook group. Any questions, comments, feedback, or requests for guests can also be sent to theveterinaryprojectpodcast@gmail.com. Thank you for listening and we look forward to seeing you next Wednesday for another episode of The Veterinary Project Podcast! - Jonathan Leicht, DVM and Michael Bugg, DVM

The Abundant Living Podcast
19. Dexter Jenkins: 4 Ways to Build Wealth with Real Estate

The Abundant Living Podcast

Play Episode Listen Later Aug 24, 2021 45:56


In this episode, our guest is Rev. Dexter B Jenkins, Co-Founder and Pastor of Fellowship Christian Church of Boston and Managing Partner of Dominion Real Estate Holding, LLC. He has known as the Faith-based Financial Mentor and has developed a proprietary “SHIP Method” to help families build generational wealth through stewardSHIP, entrepreneurSHIP, and ownerSHIP. Through the “Ship Method,” he shows people how to get out of debt through stewardship, create a legacy through entrepreneurship and learn strategies on real estate ownership. During our conversation, Rev. Dexter shares his story, which leads to real estate being his choice for wealth building and 4 Ways Real Estate can help you build wealth. We invite you to join us as we discuss: If real estate is an appropriate investment option for you Two methods to launch you into the real estate business Four ways real estate can help you build wealth Hands-on property management vs. hiring a property manager Best practices for identifying and vetting potential tenants Connect with Pastor Dexter B. Jenkins Podcast: Wealth Conversations with Dexter B. Jenkins Download: The 3 Ships of Wealth Building A WORD FROM WESLIA and WILLA Connect with Weslia Echols and Willa Williams, Trinity Financial Coaching Instagram: @mytfcoach Facebook: @mytfcoach Website: www.mytfcoach.com Download FREE Resource: Blueprint for Financial Transformation: www.mytfcoach.com/blueprint We believe in living abundantly in Christ and not allowing money or the needs of life to pull your focus from the gracious God who gives us all the ability to produce wealth. Our goal for you is to seek God first, recognizing that all financial decisions are spiritual decisions and that the Holy Spirit guides leads you into the abundance of God. Bye for now, and remember to put God first in all your financial decisions as you manage your money confidently, love life, and live abundantly!

The Money Millhouse
How Much Money Do I Need to Retire? With Todd Tresidder of Financial Mentor

The Money Millhouse

Play Episode Listen Later Feb 24, 2020 31:50


We are super excited for a new episode this week with Todd Tresidder from Financial Mentor who retired at the age of 35. Todd comes into the Milllhouse to talk about how much money we need to retire and what retirement could mean for people (both good and bad). We also talk about what we would like to do when we retire one day and how the definition of retirement is changing. For more information, visit the show notes at http://themoneymillhouse.com/how-much-money-retire-todd-tresidder-financial-mentor-2

The Daily Grind Podcast
Ep #301: Financial Mentor, Todd Tresidder

The Daily Grind Podcast

Play Episode Listen Later Feb 13, 2019 31:31


Todd Tresidder is a financial coach, author and owner of the popular retirement website financialmentor.com. As an entrepreneur and former hedge fund manager, his portfolio management made him a self-made millionaire at the age of 35. When he is not long distance hiking the John Muir trail or helicopter skiing in Canada, Todd coaches his unconventional and effective tactics to those looking to gain financial freedom and transform their inner personal life. His books have hit #1 in retirement categories on Amazon. Todd's investment and personal wealth advice has been featured in Forbes, Inc, NPR, US News, Wall Street Journal, and dozens of financial and entrepreneur podcasts. His website, financialmentor.com, has been recognized as one of Forbes “25 Best Retirement Websites” and Inc.com's “11 Smart Personal Finance Blogs.” Learn more about Todd at his website, financialmentor.com.

The Successful Pitch with John Livesay
Financial Mentor: Creating A Wealth Plan That Actually Works - Todd Tresidder | TSP 172

The Successful Pitch with John Livesay

Play Episode Listen Later Jul 25, 2018 27:46


Wanna Host Your Own Podcast?Click here to see how my friends at Podetize can helpPurchase John's new bookThe Sale Is in the TaleJohn Livesay, The Pitch WhispererShare The ShowDid you enjoy the show? I'd love it if you subscribed today and left us a 5-star review!Click this linkClick on the 'Subscribe' button below the artworkGo to the 'Ratings and Reviews' sectionClick on 'Write a Review'Love the show? Subscribe, rate, review, and share!Here's How »Join The Successful Pitch community today:JohnLivesay.comJohn Livesay FacebookJohn Livesay TwitterJohn Livesay LinkedInJohn Livesay YouTube

Sound Retirement Radio
150 Financial Mentor with Todd Tresidder

Sound Retirement Radio

Play Episode Listen Later Nov 9, 2017 25:06


Jason interviews Todd Tresidder about how to design a wealth plan that will actually work. Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before "retiring" at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn't, and why based on a depth of proven experience. To learn more visit www.financialmentor.com

Personal Profitability Podcast
PPP064: Excelling in Investments with Todd Tresidder

Personal Profitability Podcast

Play Episode Listen Later Aug 15, 2017 21:47


Thank you for reading this article, which comes to you originally from Personal Profitability.Todd Tresidder is the man behind The Financial Mentor and has decades of experience coaching average people on how to improve and best manage their finances. If you want to learn more about investing and managing your hard earned dollars, tune into this week's amazing episode with The Financial Mentor. What We're Chatting About This […] The post PPP064: Excelling in Investments with Todd Tresidder appeared first on Personal Profitability.

The Brand Journalism Advantage Podcast With Phoebe Chongchua
TBJA 402 Why You Need A "Wealth Plan", Not a Financial Plan, Todd Tresidder

The Brand Journalism Advantage Podcast With Phoebe Chongchua

Play Episode Listen Later May 1, 2017 21:00


Do you have a wealth plan or a financial plan? Find out why, Todd Tresidder of FinancialMentor.com says you must build a wealth plan that involves your skill set and expertise. ThinkLikeAJournalist.com See the show notes. 

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World
223: Design a Life That Results in Wealth with Financial Mentor Todd Tresidder

Marketer of the Day with Robert Plank: Get Daily Insights from the Top Internet Marketers & Entrepreneurs Around the World

Play Episode Listen Later Jan 12, 2017 23:02


Todd Tresidder (FinancialMentor.com/3) has three ways of building wealth: real estate, business, and paper assets. Todd has some unique insights when it comes to building wealth since he believes in simplicity and uses math (research) as well as basic principles to create a sound investment strategy.

The Business Credit and Financing Show
The Secrets to Building True Wealth

The Business Credit and Financing Show

Play Episode Listen Later Sep 13, 2016 34:15


Todd Tresidder is a former hedge fund manager who “retired” at age 35. He loves playing the money game like a kid loves playing Monopoly and remains an active investor to this day. He is also a financial educator and pro-consumer advocate having authored 5 personal finance books. His work has been featured in the Wall Street Journal, Investors Business Daily, Forbes, NPR, and market Watch, among other places. If you like what you hear from him today, you can get more of his insights on the Financial Mentor Podcast, or get his free email course, “52 Weeks to Financial Freedom,” teaching you how to invest smart, build wealth, retire early, and live free at - FinancialMentor.Com.   During this show we discuss… What the “7 Steps to 7 Figures” wealth building process is and how it works How your financial picture is a mirror of your habits and attitudes How to develop your wealth plan connected to how you really run your life How to take massive action to accumulate massive wealth How to structure your life to pull you towards your financial goals The 5 steps you really need to build your wealth How much money does someone really need to retire How retire really is financial independence planning How to accomplish financial independence at a young age The dangerous myths you should know about retirement calculators and how to use them wisely How to get access to 80 different calculators to map out your wealth and goals Why you need to save $300,000-$ 400,000 for every $1,000 in retirement income you want to have How owning a business and real estate can help you catch up on retirement planning if you are behind now The difference between a fast and slow path to wealth How someone designs a plan to achieve financial independence that will actually work How to accomplish true wealth The 3 asset classes you must know about

The Best Passive Income Model Podcast
Todd Tresidder on Wealth Building Equation in Life

The Best Passive Income Model Podcast

Play Episode Listen Later Feb 25, 2016 45:39


In this episode of the Best Passive Income Model, Mark chats with Todd Tresidder, founder of financialmentor.com. Tresidder has been a serial entrepreneur since childhood and made his money from the use of his expertise in statistics and risk management systems in managing hedge funds. Bringing technology to the investing space has allowed him to retire at the age of 35.Listen in as Mark and Todd discuss: how Todd helps change people's lives, the different ways to look at and apply the wealth building equation in life how you can apply Todd's model into your wealth plan, his quantitative approach to investing, what to look out for when investing in real estate, the different ways of skinning the wealth building cat, and ultimately enjoy and live life. Todd shares his knowledge without the technobabble and giving realistic advise on investing that will help you attain financial freedom, allow you to transform your life, and gain personal fulfillment. He also shares the lessons that he learned, the sacrifices he had to make, and his journey to having a passion business that he is doing today.Todd also shares his take on real estate and the advantages of investing in it, the false truth of “buying the dip,” about forecasting, and its lack of redeeming value. His advice about being in the real estate business is that you have to know what you're doing and you have to understand market truths. When asked about how to get financial freedom, he says you just have to take your lumps and do it...live your life. Pay for something that will only put more money in your pocket than it costs you.When asked if Mark has the best passive income model, Todd gives very interesting points to ponder such as the percentage of offers that get accepted, if there is a smooth business model that doesn't take up too much time, cost structure knowledge, and knowledge of margins.   Tip of the Week :    Todd: Learn more about the Financial Mentor here: http://financialmentor.com/. Get the Retirement Calculator that we've discussed here: http://financialmentor.com/calculator/best-retirement-calculator Also, book we discussed is here: www.amazon.com/dp/B0093CPJ9S/ Thank you for listening to The Best Passive Income Model podcast. Your support helps me attract great guests who share knowledge that you can use to grow your business.

The Meaningful Money Personal Finance Podcast
MMP123: How much money do I need to retire? With Todd Tresidder

The Meaningful Money Personal Finance Podcast

Play Episode Listen Later Aug 19, 2015 49:02


Planning a retirement can seem like trying to pin a tail on a moving donkey. Blindfolded. Without a donkey. It's a weird moving target that may seem a long way off in the future. Plus, how much money do I need to retire? This week I talk to Todd Tresidder, founder of FinancialMentor.com and author of several personal finance books who himself retired at age 35 - seriously - and has clear ideas about how anyone can make their retirement dreams possible.

Rock The Podcast
Financial Freedom Defined with Todd Tresidder

Rock The Podcast

Play Episode Listen Later Aug 12, 2015 34:20


On this episode of Rhodes to Success, I interview Todd Tresidder, who has been a serial entrepreneur since childhood. He went on to build his own wealth as a hedge fund investment manager before retiring at age 35 to teach others. Today Todd provides advanced investment retirement planning education at Financial Mentor.com, showing you what works and what doesn't based on a depth of proven experience. He is the author of five financial planning books, including How Much Money Do I Need to Retire?, Don't Hire a Financial Coach, and Variable Annuity Pros and Cons. During the show, we discuss unconventional insights into wealth building.   “Happiness is connected to goal-oriented activity that is grounded in your personal values.”   Main Questions Asked: -       Talk about your website and all the content and resources you provide. -       Share your experience of getting interviewed and how that has impacted your business. -       Explain what is unconventional about your coaching and viewpoints. -       What is financial freedom? -       What do you recommend to people in their 20s and 30s for getting their financial house in order?   Key Lessons Learned: -       Todd's business started with him wondering if he could help ordinary people achieve extraordinary financial results. -       Coaching is a ‘trust sale,' as people will establish trust via your content such as podcasting and blogs.     Podcast Guest Interviews -       The podcast interview is like a guest post on steroids. -       The relationship as a podcast guest is deep, as you are an implied expert. -       There is a relationship with the host, and the audience is listening to your voice for 30 minutes as opposed to scanning a post for 30 seconds.   Being Unconventional -       If you want a path of personal growth, there is no better one than building wealth. The development you have to go through to achieve the goal is huge. -       When you pursue wealth and financial independence, it is reflecting your value on freedom.   Financial Freedom -       Freedom isn't about having more stuff. The more stuff you have, the more it ties you down. -       Most people are vague around their definition of financial freedom. -       Todd's definition of financial freedom is when cash flow exceeds expenses. -       The millionaire myth is: “When I have a million dollars, I'll be financially independent.” -       If you want to never work again, it takes a lot more than a million dollars. -       Happiness is connected to goal-oriented activity that is grounded in your personal values. -       It's not about having enough cash flow to last you the rest of your life; it's about having enough to bridge you to your next achievement. -       Generally, everything costs twice as much and takes twice as long as planned. -       Most entrepreneurs are people who don't picture themselves stopping working.   Birth – School – Work – Fulfillment – Death -       In the fulfillment phase, you don't have to make a lot of money. You just have to make enough to pay your bills and allow your wealth to compound in the background over time. -       You don't need a lot of money if it doesn't have to support you over a long period of time. -       Rather than building a life you want to retire from, why not build a life so meaningful and satisfying that you never want to retire from it.   Three Paths to Wealth -       Paper assets – Stocks, bonds, and mutual funds. -       Real estate – Direct ownership. -       Business entrepreneurship – Owning your own business.    Getting Your Financial House in Order -       Base savings. -       Owning home. -       Pay down the debt. -       Basic acquisitions for a comfortable life. -       Monthly expenses in a structure. -       Figure out how to leverage what you bring in and what you pay out so it's not all your time that go into it. -       Plot your residual income against expenses until the business carries it.   Subscribe to the show in iTunes or Stitcher Radio!   The music in today's episode was written by The Danger Os and produced by Nick Palmer. Check them out at https://www.facebook.com/thedangerosmakemusic    Links to Resources Mentioned Financial Mentor Eventual Millionaire HARO

The Boomer Business Owner with Charlie Poznek: Lifestyle Entrepreneurs | Online Business | Coaching

Todd Tresidder is a former hedge fund manager turned writer and financial coach at FinancialMentor.com.  He's also the author of 5 books on personal finance and he loves playing the money game like a kid loves playing Monopoly.

The Financial Mentor Podcast
FM 021: Money and Relationships with Farnoosh Torabi

The Financial Mentor Podcast

Play Episode Listen Later Apr 28, 2015 63:21


Your spouse can make or break you financially. That's no surprise, given how money is one of the leading causes of divorce. But there is much more to the relationship and money question than just divorce or marital bliss. In this episode of the Financial Mentor podcast Farnoosh Torabi and I take taboo subjects and gender biases head-on so you can avoid the landmines hiding under the financial side of your relationship...

The Mark Kohler Show
Wealth Building Strategies for Entrepreneurs w/o relying solely on Your Business

The Mark Kohler Show

Play Episode Listen Later Mar 3, 2015 61:00


Take a unique look at your financial planning as an entrepreneur and join me with Todd Tresidder the founder of FinancialMentor.com, and author of the Financial Mentor series including titles such as "How much money do I need to Retire" and "The 4% rule".  Todd is the Financially independent from age 35 through investing – not marketing – unlike many other financial gurus who made their money through marketing courses and books. Join Mat Sorensen and Mark Kohler for an amazing interview that could help you better live your American Dream. Tuesday, March 3rd at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285, or listen in here from your computer.

The Financial Mentor Podcast
FM 019: Expected Value Formula – The Missing Key To Building Wealth with Billy Murphy

The Financial Mentor Podcast

Play Episode Listen Later May 11, 2014 59:16


Wealth is math. That's bad news for math phobics, but it's great news for the rest of us because it means there are rules and science behind how wealth building works. The process isn't random luck. In Episode 19 of the Financial Mentor podcast we'll explore the most essential math principle to wealth building - the expected value formula - so that you know how to put it to work in your wealth plans starting today...

The Financial Mentor Podcast
FM 018: How To Break Through Your Most Stubborn Limiting Beliefs With Dane Maxwell

The Financial Mentor Podcast

Play Episode Listen Later Apr 14, 2014 77:24


Achieving any goal isn't about how-to instruction. It's about people. Don't waste your time on tips and tricks. After all, if how-to's were enough then we would all be thin, rich, and happy because all the knowledge you need to attain anything you want in life already exists. You just have to learn it and implement it. And therein lies the rub. Something is keeping you from implementing as well as you might like. The cause is limiting beliefs and the solution is far easier than you probably realize. Discover how in episode #18 of the Financial Mentor podcast...

Good Financial Cents®
GFC 12: How Much Do You Really Need to Retire?

Good Financial Cents®

Play Episode Listen Later Jan 19, 2014 41:08


Have you ever wondered how much you really need to retire?  I find out the skinny from Todd Tresidder, financial coach and founder of FinancialMentor.com

The Financial Mentor Podcast
FM 010: How To Engineer Your Wealth Using Retirement Calculators With Darrow Kirkpatrick

The Financial Mentor Podcast

Play Episode Listen Later Nov 19, 2013 57:10


Retirement calculators are powerful tools when used properly, but they are weapons of mass deception when used incorrectly. In episode #10 of the Financial Mentor podcast, Darrow Kirkpatrick and I reveal the tricks and traps to using retirement calculators right. This topic is much bigger than just retirement planning. This is about engineering your way to wealth and using retirement calculators as a handy tool to make the math easy. There are many nuances and little-known creative strategies that can help you achieve financial security much earlier than you ever imagined possible. And there are many potholes you must avoid so you don't make foolish decisions...

The Financial Mentor Podcast
FM 005: How To Budget Your Way To Wealth with Jesse Mecham

The Financial Mentor Podcast

Play Episode Listen Later Oct 12, 2013 81:56


Your budget is the foundation of your wealth plan. In fact, it is so important it's the cornerstone. Unfortunately, most people don't understand budgeting and falsely believe it is about sacrifice and discipline. Nothing could be further from the truth. In this fifth episode of the FinancialMentor podcast Jesse Mecham explains why budgeting is the cornerstone of your wealth plan and how you can make it work for you. Surprisingly, it is probably not what you think...

The Financial Mentor Podcast
FM 001: The Truth About Retirement Income & Dave Ramsey’s Shocking ROI and Safe Withdrawal Rate Assumptions with Wade Pfau

The Financial Mentor Podcast

Play Episode Listen Later Aug 21, 2013 35:56


In this first episode of the Financial Mentor podcast, professor Wade Pfau reveals the truth about retirement income and investment return assumptions so you can plan your financial future with confidence. All research and facts are contrasted with Dave Ramsey's unsupportable claims that you can realistically expect 12% investment returns and an 8% safe withdrawal rate in retirement. The result is deep knowledge about sound retirement planning strategy practices so you can build your financial security with confidence and peace of mind...

The Voluntary Life
119 How To Develop Your Wealth Plan

The Voluntary Life

Play Episode Listen Later Jul 31, 2013 40:36


This episode is an interview with Todd Tressider, founder of financialmentor.com. Todd founded Financial Mentor to educate business owners and investors about the wealth building principles he learned from years as an entrepreneur in the investment management industry. In the interview, Todd outlines his definition of financial freedom and discusses the hurdles you need to overcome if you want to achieve it. He talks about the importance of developing your own wealth plan and identifies some of the key requirements necessary for your plan to be successful. As always regarding investment, do your own research. I am not a financial advisor.