Podcasts about four steps

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the crucial differences between investing before retirement and investing during retirement, and how your approach to risk, growth, and income changes as you move from the accumulation years to the de-accumulation phase. They break down why the strategies that work in your 30s, 40s, and 50s often need to be adjusted once you reach retirement, especially when protecting retirement savings and managing withdrawal needs.Listen in to learn about how to adapt your retirement investment strategy using tools like the Three Bucket Strategy and strategic asset allocation in retirement. You'll also hear why retirement income planning and retirement withdrawal strategy are essential for retiring comfortably while maintaining a growth mindset. Whether you're 10 years from retirement or already there, this episode will help you refine your retirement savings strategy and create a plan to secure your retirement.In this episode, find out:The key differences in financial planning for retirement during the accumulation and de-accumulation phases.How market downturns affect post-retirement investing compared to pre-retirement.Why the Three Bucket Strategy helps balance growth and safety for your retirement income planning.How asset allocation in retirement can help preserve wealth while still allowing for growth.The importance of retirement withdrawal strategy and tax-efficient income planning.Tweetable Quotes:Radon Stancil: "When you lose 50% of your money in retirement, you don't have decades to make it back—protecting your retirement savings becomes priority number one."Murs Tariq: "The goal isn't to stop growing your money in retirement, it's to grow within reason so you can retire comfortably without unnecessary stress."Resources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

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In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss one of the most common and important financial decisions in pension and retirement planning—whether to take a pension annuity or lump sum. They explain how this decision can impact your overall retirement income planning, legacy goals, tax strategy, and long-term financial flexibility. This isn't a one-size-fits-all answer, and they dive into the detailed considerations that retirees should think through.Listen in to learn about the pros and cons of pension payout options, such as taking a monthly pension annuity with survivor benefits or opting for a lump sum pension that can be rolled into an IRA. You'll also hear real-life examples of clients who made different decisions based on their financial situations, including tax strategies like Roth conversions and opportunities for guaranteed retirement income outside of the company plan. If you're asking, "Should I take a pension lump sum or income stream?" this episode is essential to retiring comfortably.In this episode, find out:Key differences between a pension annuity and a lump sum.How to leverage a pension rollover to IRA for flexibility and tax advantages.The role of spousal coverage and legacy planning in pension decisions.Risk and reward considerations for managing pension in retirement.How to evaluate which option supports your personalized retirement checklist.Tweetable Quotes:"There's no one-size-fits-all when it comes to pensions—your decision must be based on your entire retirement picture." – Murs Tariq"Pension choices affect your income, taxes, and legacy—we help people analyze their options to secure their retirement." – Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a powerful and often overlooked tax strategy: Net Unrealized Appreciation (NUA). Joined by their in-house tax and financial strategist Taylor Wolverton, they break down NUA explained in a simple and clear way, helping you understand how company stock inside your 401(k) could lead to significant tax savings in retirement. Whether you're currently working and approaching an in-service rollover 401k, or planning your 401k distribution strategy post-retirement, this episode provides critical insight for your financial decision-making.Listen in to learn about how to leverage Net Unrealized Appreciation 401K rules to potentially pay lower capital gains tax instead of higher ordinary income tax, depending on how your 401(k)-company stock is handled. Radon, Murs, and Taylor walk through real-life examples of 401k retirement scenarios, helping you understand how the NUA strategy compares to traditional retirement account rollover plans such as moving funds into an IRA. If you've ever wondered about the tax difference between an IRA vs brokerage account, this episode helps you clarify your options.In this episode, find out:· What Net Unrealized Appreciation (NUA) is and how it works.· Who qualifies for the NUA tax strategy and how to evaluate eligibility.· The tax differences between Capital gains vs ordinary income on company stock.· When to consider splitting assets between an IRA and brokerage account.· How NUA impacts your broader retirement tax strategy and required minimum distributions.Tweetable Quotes:“NUA lets you convert high-tax ordinary income into lower-tax capital gains—if you qualify, it could be a game changer.” – Radon Stancil“Understanding your cost basis and when to use Net Unrealized Appreciation is key to smart 401(k) distribution planning.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit: POMWealth.net/podcast

In this insightful episode of Band of Traders, Kyle hosts traders Baba Yaga, Bear Goes Long, and special guest Richard Friesen, author of A Private Conversation with Money, to explore the psychological layers of trading and managing burnout. Baba Yaga reflects on stepping back from live trading rooms, revealing how reduced screen time and a focus on family restored mental clarity and improved his trading performance. Bear shares his disciplined approach to trading within a one-hour window, emphasizing process over outcome to curb emotional tie. Richard introduces his "golden keys" framework—awareness, acceptance, agency, and process focus—to help traders navigate self-doubt and external pressures. The group discusses the pitfalls of tying self-worth to P&L, the power of physiological "tells" in trading, and aligning trades with deeper life values. Packed with practical strategies and candid stories, this episode offers traders a roadmap to sustainable success and emotional resilience.Stop It - Bob NewhartSubscribe, share, and join the trading conversations on Facebook, Twitter, LinkedIn and Discord!Sponsors and FriendsOur podcast is sponsored by Sue Maki at Fairway Independent Mortgage (MLS# 206048). Licensed in 38 states, if you need anything mortgage-related, reach out to her at SMaki@fairwaymc.com or give her a call at (520) 977-7904. Tell her 2 Bulls sent you to get the best rates available!If you are interested in signing up with TRADEPRO Academy, you can use our affiliate link here. We receive compensation for any purchases made when using this link, so it's a great way to support the show and learn at the same time! **Use code CHINASHOP15 to save 15%**Visit Airsoftmaster.com to support one of our own!To contact us, you can email us directly at bandoftraderspodcast@gmail.com Check out our directory for other amazing interviews we've done in the past!If you like our show, please let us know by rating and subscribing on your platform of choice!If you like our show and hate social media, then please tell all your friends!If you have no friends and hate social media and you just want to give us money for advertising to help you find more friends, then you can donate to support the show here!Rich Friesen:Richard Friesen works with professionals and business leaders who want to increase their personal effectiveness with joy and grace. His neuroscience based Mind Muscles™ model gives his clients the opportunity to reach their goals with online training, simulations, interactive exercises, group support and real time decision processes. Richard has been a futures broker for Merrill Lynch, a floor trader on the CME, CBOT and the options floor of the Pacific Exchange where he built and sold a successful options trading firm where he served on the Exchange's board of directors. He also founded and built a financial software company and is the inventor of ten significant trading interface patents. This combined with his Master's Degree in Clinical Psychology, Neurolinguistic Programing Master's certification and neuroscience focus, brings a unique framework to business, investing and career success. Rich recently published “A Private Conversation with Money,” which observes the main character “Joe” who deals with all the conflicts, self-sabotage and belief systems around money and wealth.Follow Rich on TwitterMind Muscles for Traders websiteAlpha Presence Course LinkBook - A Private Conversation with MoneyBaba Yaga:Solving problems, helping set goals, and refining processes is the bulk of Baba's passion. He does that in many contexts ranging from nonprofits to real estate firms and everything in between. He focuses on market structure through the lens of TPO charting and executes based on volume, misplaced large orders, and delta. He loves the opening range breakout and typically trades the market from the “inside out”. Follow Baba Yaga on TwitterBear:Bear made the transition from investing to trading at the beginning of COVID. After initial success with options, he quickly learned that his luck was greater than his skill and shifted his focus to futures. Bear has fully embraced the role of emotions and mental capital with the mindset that trading futures is purely an internal struggle that rewards patience, calm, bravery, focus, passion, and commitment. Beyond markets Bear finds joy in his community as a volunteer firefighter and EMT.Follow Bear on TwitterAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a real-life retirement planning case study featuring a fictitious couple, John and Jane, who are 55 and aiming to retire at 62. With $2 million in savings, they're asking the question so many do: Can I retire early and still live comfortably? Using advanced financial planning tools, they break down how income, Social Security timing, healthcare, taxes, and investment decisions work together to determine the answer. Whether you're dreaming of early retirement or refining your retirement strategy, this episode walks you through how to analyze your own plan.Listen in to learn about how a structured, tax-efficient financial plan can help you retire early—even with market volatility and rising healthcare costs. Through this case study, Radon and Murs reveal the strategic decisions behind a successful transition into retirement, including Roth conversion strategies, required minimum distributions (RMDs), and how to manage income during Social Security gaps.In this episode, find out:· How to retire at 55 with 2 million and what that lifestyle really looks like· Why the retirement planning at 55 stage is crucial for tax and investment decisions· The role of Social Security timing and how it impacts your portfolio withdrawals· How to use a Roth conversion strategy during low-income years to reduce long-term taxes· Why healthcare costs and Medicare planning must be part of your early retirement planTweetable Quotes:“The question is never just ‘Can I retire?'—it's ‘Can I retire and still live the way I want to?'” — Murs Tariq“Tax strategy in retirement isn't optional—it's essential if you want to keep more of what you've saved.” — Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit: POMWealth.net/podcast

Michael Kohan  Elevate Life Project:  Mindfulness | Spirituality | Success | Personal Growth Elevate Life Project Podcast: Embrace Uncertainty: It's the Game Changer You Need! What's your true purpose?  Free Quiz by visiting https://elevatelifeproject.com/purpose  If you liked this Podcast, please subscribe and write us a review.  This is what helps us stand out, so more people can find this show.  To Write us a Review please open up this Podcast in the your app  on your computer and search for Living Life on Purpose https://elevatelifeproject.com/podcast  Show Notes:   Choosing Happiness: Steps to Personal Fulfillment In this episode of the Elevate Life Project, host Michael Cohan dives into the essential topic of personal fulfillment and the revolutionary idea that happiness is a choice. Michael challenges the societal norms that push us to chase never-ending material success and introduces four powerful steps to achieve true fulfillment: determining your core values, forcing yourself to grow, visualizing success, and uncovering your hopes and ambitions. Additionally, he emphasizes that happiness is not something that happens to us, but something we actively choose by focusing our energy, controlling our thoughts, and finding meaning in life. Tune in to learn how to live a meaningful, aligned, and joy-filled life. 00:00 Introduction to Elevate Life Project 00:40 Personal Fulfillment and Happiness as a Choice 02:26 Four Steps to Personal Fulfillment 06:32 Choosing Happiness 07:06 Practical Tips for Happiness 10:21 Conclusion and Final Thoughts #ChooseHappiness #PersonalFulfillment #PodcastLife #MindsetShift #ElevateYourLife #LiveAligned #HappinessIsAChoice #GrowthMindset #MichaelCohan #ElevateLifeProject #SelfWorth #InnerPeace #MotivationalPodcast #PurposeDrivenLife

Send us a textLIMITED TIME OFFER MENTIONED:www.gracestevens.com/lifeback   Use coupon code BBB27 at checkoutWelcome to part one of our five-episode Back to School Special for the 2025-26 school year! In this foundational episode, Grace breaks down her proven ECHO Framework for Educator Empowerment - four essential pillars that will help you crush this school year, create your own path, and bring your own sunshine no matter what challenges come your way.The ECHO Framework ExplainedGrace introduces her comprehensive framework that encompasses everything she's taught over 12 years of writing, speaking, and podcasting about teacher empowerment.E - Energy Teaches More Than Your Lesson PlansHow you show up matters more than perfect lesson plans or classroom decorThe power of co-regulation in the classroomCreating a positive vibe that promotes learning and risk-takingSelf-care as a professional responsibility, not selfishnessC - Control What You Can ControlStop wasting energy on things outside your influenceThe connection to Mel Robbins' "Let Them Theory" and Stephen Covey's timeless principlesFocusing on your responsibilities rather than managing everyone elseCreating empowerment through intentional focusH - Happiness Can Be SynthesizedResearch-backed truth: Only 50% of happiness is genetic baselineLife circumstances contribute just 10% to your happiness quotientThe powerful 40%: intentional habits you can cultivate and controlReference to Harvard research and happiness expertsO - Other People's Experience Doesn't Need to Be Your ExperienceCreating your own path despite difficult narratives in educationWhy teachers in the same building can have vastly different experiencesTaking responsibility for your unique teaching journeyKey TakeawaysYou can change your "operating terms and conditions" anytime - don't wait for next yearPersonal development is YOUR responsibility (it won't come from admin PD)YBack to school special 2025/6 Beat Teacher Burnout with Better Boundaries Course is everything you need to thrive in the upcoming school year. LIMITED TIME: Use code BBB27 at checkout for a special discount.Want to truly thrive in teaching without sacrificing your personal life? Check out my signature on-demand self-study course, Balance Your Teacher Life. Complete details here: www.gracestevens.com/balance

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical role of patient advocacy with Dr. Elizabeth Mizelle, founder of Palm Wellness. Drawing on her extensive background as a family medicine physician, Dr. Mizelle now serves as a health advocate for seniors and their caregivers, helping them navigate the complex world of senior healthcare. Whether it's understanding a new diagnosis, coordinating follow-up care, or finding the right resources for aging in place, her approach offers clarity and compassionate support for individuals and families alike.Listen in to learn about how a patient consultant can provide peace of mind by helping with healthcare decisions, coordinating communication with providers, and creating safe, functional home environments for aging loved ones. This episode is especially useful for those involved in retirement healthcare planning, acting as advocates for elderly parents, or seeking caregiver resources. Dr. Mizelle explains the unique difference between clinical care and advocacy, and how she supports people looking to stay home longer or adapt to life-changing diagnoses with confidence.In this episode, find out:· What patient advocacy is and how it differs from traditional clinical care· How a health advocate for seniors helps families manage new diagnoses and medical complexity· Real-life examples of how advocacy can ease transitions after hospitalization· The process of aging in place and how to safely adapt a home for long-term care· How to connect with Palm Wellness for personalized healthcare supportTweetable Quotes:“Patient advocacy helps you slow things down, understand what's happening, and make better-informed healthcare decisions.” – Radon Stancil“It's not just about treating the illness—it's about creating an environment where people can heal, live, and thrive.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit: POMWealth.net/podcast

You were never meant to carry it all alone. The performance. The pressure. The pride.This video is for every man who's been holding it together on the outside but breaking down on the inside.We dive into the story of Jairus and how humility—not strength—was the turning point that brought healing.You'll learn the 4 steps to truly lay down your pride and pick up peace through a powerful metaphor: the backpack full of invisible stones.⚔️ It's time to drop the weight.⚔️ It's time to stop surviving and start surrendering.⚔️ It's time to live free.

In this episode, we're exploring one of the biggest barriers to genuine connection in relationships: judgment, and how it quietly undermines our ability to truly understand and be understood. I'll be introducing a profoundly simple yet transformative model that provides a clean framework for communicating from a place of clarity, empathy, and honesty. Whether it's navigating a tense moment with your partner or simply asking for what you need from a colleague, this episode will help you in all relationships and interactions.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the current state of the 2025 economy with returning guest and economist Tom Siomades. Together, they examine the volatility of the first half of the year and the macroeconomic shifts influencing retirement portfolios. From policy shifts to global uncertainty, this episode offers a comprehensive mid-year economic update designed to help listeners plan for retirement amid ongoing changes. Listen in to learn about the Market Outlook 2025, including how tariffs, interest rates, and the “Big Beautiful Bill” are shaping economic trends. Tom shares insight on how the Federal Reserve may act, what to expect from financial market volatility, and the overall impact of global policies. Whether you're watching the Federal Reserve update or simply seeking stability in your portfolio, this discussion will help you make informed decisions as you secure your retirement. In this episode, find out: What's driving the volatility in the US economy 2025. Why the “Big Beautiful Bill” matters and how its passage (or failure) could reshape policy. The likely direction of interest rates and how it could impact retirees. How tariffs are affecting the markets and the economy globally. Strategies to stay calm and focused through financial market volatility. Tweetable Quotes: “Volatility won't vanish—it's how you respond that determines your financial peace of mind.” – Radon Stancil “Don't let the day-to-day headlines derail your plan. Secure your retirement starts with clarity, not chaos.” – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the powerful benefits of Health Savings Accounts (HSAs) with in-house tax strategist and Certified Financial Planner, Taylor Wolverton. Often overlooked or misunderstood, HSAs offer a rare and highly valuable triple tax advantage—tax-free contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. This episode breaks down the core principles of how HSAs work, how they integrate into your financial and retirement planning, and what rules to watch for, especially when transitioning to Medicare.Listen in to learn about how to maximize HSA benefits for both short-term healthcare expenses and long-term retirement planning. Taylor explains how to use your HSA as a stealth retirement savings vehicle, how HSA and Medicare interact, and the critical contribution limits and eligibility requirements. If you've ever wondered how to use an HSA strategically in retirement, this episode is a must-listen.In this episode, find out:What is a Health Savings Account and how does it offer a triple tax-free advantage?HSA contribution limits and eligibility rules under a high-deductible health plan.How HSAs interact with Medicare and when contributions must stop.The best strategies for HSA retirement planning and growing your account long-term.What happens to your HSA when you pass away and how HSA beneficiaries are taxed.Tweetable Quotes:"HSAs are the only triple tax-free account—contributions, growth, and withdrawals can all be tax-free when used correctly." – Taylor Wolverton"A health savings account isn't just for annual expenses—it's a stealth retirement tool when used strategically." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the essential elements involved in Transitioning into Retirement and how to ensure you make a smooth and confident shift into this next stage of life. They walk through practical retirement planning steps that cover everything from creating a reliable retirement income strategy, navigating tax-efficient withdrawals, preparing for healthcare costs, and protecting against common retirement risks like market volatility. The Peace of Mind Pathway—a comprehensive process developed by the team—serves as a guide to address all the complex moving parts of retirement planning.Listen in to learn about crucial financial decisions such as Roth conversions explained, managing Healthcare before Medicare, effective Medicare planning, and Long-term care planning options that protect your assets. Radon and Murs also explore investment strategies like the Bucket investment strategy and how to guard against Sequence of returns risk. Plus, they dive into sophisticated tax strategies like utilizing Donor advised funds, the Direct indexing strategy, and optimizing Charitable giving in retirement. This episode is a masterclass for anyone who wants to plan for retirement, live confidently, and secure your retirement.In this episode, find out:· How to design a reliable retirement withdrawal strategy using the bucket system.· Why Roth conversions may offer powerful long-term tax benefits.· The importance of strategic tax withholding and year-by-year tax planning.· How to evaluate your healthcare options before Medicare and address future Medicare planning.· What to consider for Long-term care planning and protecting your retirement savings.Tweetable Quotes:"Transitioning into retirement isn't just about stopping work — it's about creating a sustainable income plan that gives you peace of mind." – Murs Tariq"Every great retirement plan needs nurturing, because life happens and adjustments are always part of the journey." – Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Is Your Love Life Burning You Out And Leaving You Lost On The Dating Scene? Ready to fall back in love with dating? This week on The Love Machine, James Preece is joined by the magnetic Stevie Bowen—certified dating coach, memoirist, and founder of City of Dating. If apps have you burnt out, advice feels overwhelming, or you're just seeking more fun and clarity in your search for romance, this episode is your new secret weapon. Stevie spills the beans on powerful, practical steps to build your very own dating toolkit—from setting goals and boundaries to tackling ghosting and finding the confidence to make moves both online and in real life. Expect playful anecdotes (yes, including the “thank you letters” she wrote to her exes!), expert tips for every swipe or coffee date, and a refreshingly honest perspective on how to find YOUR kind of love. Tune in for laughs, real talk, and enough inspiration to get you swiping—or mingling—with brand new energy. Don't miss it! About Stevie WEBSITE INSTAGRAM

Episode 821: Four Steps to the Prayer of Faith - In this episode of Good News with Greg Fritz, Greg will break down the workings of the prayer of faith so it will be easy for you to understand. Tune in! Download or request your FREE Study Notes for this series at https://gregfritz.org/study-notes/. Greg Fritz is on a mission to get the truth of the Good News to as many people as possible. The truth is God has a plan and a meaning for your life. You are extravagantly and deeply loved by God, and you were created for a purpose.  Receive a free CD and our newsletter: https://www.gregfritz.org/free-cd/   Follow Greg on Facebook: https://www.facebook.com/gregfritzministries/  Follow Greg on Instagram: https://www.instagram.com/gregfritzministries/ Watch more videos: https://www.gospeltruth.tv/   Learn more on YouTube: https://www.youtube.com/channel/UCrR9Rsx4h_RqYigda2PysZQ  Email us: info@gregfritz.org  Partner with us:  https://gregfritz.org/partners/ Donate: https://gregfritz.org/donate/

Leadership expert Jason Lauritsen tackles the question of whether we really need check-in meetings addressing barriers like discomfort, skill gaps, and the drive for workplace efficiency. Don't miss the four key steps for effective check-ins.In this episode of the Happy Space Podcast, Clare speaks with leadership expert Jason Lauritsen about the role of check-in meetings. They explore why regular, intentional conversations between leaders and team members matter—not just for accountability, but for connection and well-being. Too often check-in meetings are discarded in the belief they are not serving real value. But it is perhaps because they are not being well implemented. Jason offers an easy-to-implement process for delivering check-ins that make a difference, making them more comfortable and worthwhile. The episode invites leaders to slow down, get curious, and prioritize relationships as the foundation for more human and productive work environments.A dynamic keynote speaker, Jason Lauritsen is a true thought leader in the world of work and employee engagement dedicated to revolutionizing the way we Lead With Relationship™.He fearlessly challenges traditional norms to reshape the employee experience by consistently placing authentic human connection at the heart of leadership.Jason is the author of two books, Unlocking High Performance and Social Gravity. His thought leadership has been featured in Forbes, Fast Company, Talent Management magazine, HR Executive magazine, and SHRM publications.CHAPTERS00:00 – Intro: The Power of Conversation03:30 – What's Driving Interest in Check-Ins?07:50 – Relationship Building is the Work11:45 – The Four Steps of an Effective Check-In18:10 – Frequency & Flexibility: What Works Best?24:00 – Making Space for Connection in Hustle Culture28:40 – The Role of Comfort in Performance34:15 – Relearning How to Connect Post-Pandemic40:00 – Final Thoughts & How to Connect with JasonLINKSIMAGE CREDITS (see images on Youtube video)WorkHuman Logo - WikipediaLearn more about and follow Jason:LinkedinYoutubeWebsite

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the complexities of Inherited IRAs with special guest Taylor Wolverton, a Certified Financial Planner and Enrolled Agent. They break down what beneficiaries need to know about inherited retirement accounts, including crucial updates introduced under the Secure Act. Whether you're a spouse, non-spouse, or special exception beneficiary, this episode helps you understand how to navigate the rules and avoid costly mistakes when it comes to inherited IRA distributions.Listen in to learn about the different rules based on whether the account was inherited before or after 2020, how the 10-year rule inherited IRA provision works, and how it contrasts with the old Stretch IRA rules. They also explain IRA beneficiary rules for both Roth inherited IRA and traditional IRAs, helping you determine the most tax-efficient strategy for your situation. With insights on Inherited IRA RMD rules, Secure Act IRA changes, and options for non-spouse IRA beneficiaries, this is a must-listen episode for anyone dealing with an IRA inheritance.In this episode, find out:What the 10-year rule inherited IRA really means for beneficiaries.How IRA rules for beneficiaries differ for pre- and post-2020 inheritances.The difference between spousal vs non-spouse IRA beneficiary strategies.How to handle Inherited IRA RMD rules and avoid tax penalties.Why Roth inherited IRA strategies may involve waiting until year 10.Tweetable Quotes:“Just because you're not required to take a distribution every year doesn't mean it's the best strategy for your taxes.” – Murs Tariq“Understanding whether you're a spouse or non-spouse IRA beneficiary changes everything about how you manage the account.” – Taylor WolvertonResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

The four steps to go from pain to purpose

What if sales could be transformed from a high-pressure, toxic grind into an uplifting, collaborative, and deeply rewarding experience? In this insightful episode of Leaders of Transformation, host Nicole Jansen welcomes Max Cates—award-winning author, nationally recognized sales leader, and founder of Servant Leaders in Sales—for a powerful conversation on revolutionizing the world of sales through the principles and practices of servant leadership. Drawing from 37 years of proven sales management success, Max reveals how empathy, sacrifice, teamwork, and accountability can supercharge your sales teams and turn conventional wisdom on its head. Dive deep into practical strategies for fostering lateral accountability, building a culture of constructive competition, and leading sales conversations with authenticity and lasting value. Discover how the Four Steps to Supercharged Sales Teams can change not only how you approach sales, but how you lead in every area of your life. Tune in for actionable wisdom—whether you're a seasoned sales manager, a business owner, or someone eager to transform their relationships and results through service-based leadership. What We Discuss in This Episode What propelled you to combine servant leadership with sales management—and what did you discover along the way? How can sales leaders remove toxicity and build a joyful, team-oriented environment? What are the three core words that define servant leadership in sales? Why is lateral accountability a game-changer, and how do you actually implement it? How do you reward teamwork without sacrificing individual motivation and fairness? What does it look like to apply servant leadership in a real sales conversation with a prospect? How do you reconcile metrics/scoreboards with long-term vision and purpose? Why do humility, empathy, and sacrifice give your team and sales process a decisive edge? What mindset shift can move your organization toward win-win, “worthy competitor” thinking? How do you integrate spiritual principles with everyday business leadership? Podcast Highlights 0:00 – Introduction: Transforming Sales Through Servant Leadership 2:07 – Max's Journey: From Toxicity to Teamwork in Sales 6:25 – The Heart of Servant Leadership: “Help Others Succeed” 9:40 – Ego vs. Service: The Power of Sacrifice in Leadership 11:52 – Redefining Success: Vision, Purpose, and Metrics Addiction 14:56 – Constructive Competition: Teamwork vs. Lone Wolves 20:10 – Lateral Accountability: A New Standard for Sales Teams 28:45 – Rewarding Teamwork: Assessment, Pay, and Culture Shifts 33:02 – The Servant Leader's Sales Conversation: The PERC Model 46:00 – Humility, Authenticity, and Service as the True Sales Superpowers 49:50 – Final Thoughts, Closing Prayer, and Action Steps Join us for this transformative conversation with Max Cates and discover how servant leadership can elevate your sales—and your life—to their highest potential. Favorite Quotes “There are three words that describe servant leadership in sales: help others succeed.” “The scoreboard is not your goal. The metrics system is a tool. Your goal is your vision.” “Love and seek the best for others. That's servant leadership—at work and everywhere else.” Episode Show Notes: https://leadersoftransformation.com/podcast/business/537-cultivating-servant-leadership-in-sales-with-max-cates/ Check out our complete library of episodes and other leadership resources here: https://leadersoftransformation.com ________

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the important and often confusing world of Medicare Part D with Medicare expert Shawn Southard. With the implementation of the Inflation Reduction Act Medicare provisions in 2025, significant updates have changed the way Medicare drug coverage works, especially for those nearing or already in retirement. Whether you're currently working and covered by an employer plan or about to transition to Medicare, this episode breaks down exactly what you need to know to avoid unnecessary costs and lifelong penalties.Listen in to learn about how Medicare Part D changes affect your coverage decisions, how employer coverage and Medicare interact, and why understanding creditable drug coverage is now more crucial than ever. Shawn also discusses HSA and Medicare rules, key timelines for enrollment, and strategies to avoid the dreaded Medicare late enrollment penalty. This is a must-listen for anyone planning to retire comfortably while staying informed and protected when it comes to their Medicare Part D options.In this episode, find out:· What exactly Medicare Part D covers and how it works.· How the Inflation Reduction Act Medicare provisions lower out-of-pocket drug costs.· What "creditable" drug coverage means and how to know if your employer plan qualifies.· When and how to enroll in Part D to avoid Medicare penalties.· How HSA and Medicare rules impact your decision to delay enrollment.Tweetable Quotes:“With Medicare Part D changes, what used to be a no-brainer may now require a complete reevaluation.” – Murs Tariq“Missing a 63-day window could mean a lifetime of penalties—knowing your coverage status is critical.” – Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

In this episode of the Man Within Podcast, Sathiya discusses the importance of inner child work as a means of emotional healing and trauma recovery. He outlines a four-step process for healing the inner child, emphasizing the significance of locating, learning about, leading, and inviting Jesus into the healing process. The conversation also highlights the importance of tracking progress in personal development and the resources available through the Deep Clean Inner Circle program.   TO JOIN DEEP CLEAN INNER CIRCLE CLICK HERE   00:00 Introduction to the Integrity Secret Series 01:27 The Importance of Tracking Progress 02:52 Understanding Inner Child Work 06:38 Four Steps to Healing the Inner Child 10:30 The Power of Inner Child Work in Healing Trauma

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss the critical but often overlooked topic of Retirement Life Planning with special guest Dr. Corinne Auman a Ph.D. in geriatrics and author of Keenagers While financial strategies and retirement income are vital, this conversation emphasizes the non-financial aspects of retirement, helping you prepare for not just “how much to save for retirement,” but how to truly live well through it. As people live longer, healthier lives, planning for aging with intention has become essential.Listen in to learn about the difference between a financial plan and a Retirement Lifestyle Plan, how to proactively prepare for transitions like moving into a retirement community or making your home age-friendly, and how to find purpose beyond work. Whether you're looking into continuous care, exploring early retirement, or trying to stay mentally and socially engaged, this episode will help you build a vision that goes far beyond your nest egg.In this episode, find out:· Why retirement life planning is just as important as financial planning.· The SPIES framework: addressing Social, Physical, Intellectual, Emotional, and Spiritual needs in retirement.· When to start planning for retirement lifestyle goals and how to structure your future.· The importance of purpose and stimulation after leaving the workforce.· Why being on a waitlist for a retirement community is part of smart planning.Tweetable Quotes:“Retirement planning isn't just financial—it's emotional, intellectual, and deeply personal.” – Radon Stancil “We all need purpose after retirement. Don't wait to plan your next chapter.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

If you are feeling stressed, and it sounds like this is affecting your well being, this episode is for you. Keynote speaker Tom Flateau, an expert in applied neuroscience, specializes in helping individuals, families and organizations to understand what stress is and how to manage it. He will share with us the four steps he recommends to become resilient and bounce back by using the latest neuroscience findings. Ready to rewire your brain and feel great? Do not miss the episode and share it with your friends. You can find Tom for further questions on www.team-working.com Work with me to release stress using mediation, hypnosis and coaching.   Topics covered: stress, neuroscience, stress management, resilience, stress at work, breathing,    Did you enjoy this episode and would like to share some love?  

In this episode of the Secure Your Retirement Podcast, Radon and Murs discuss how you can design a fulfilling, adventurous, and meaningful retirement through immersive travel. Their guest, Andrew Motiwalla, founder of The Good Life Abroad, introduces an innovative take on retirement lifestyle planning through long-stay and slow-travel experiences in iconic European cities. More than just a vacation, Andrew's approach empowers retirees to live like a local, offering a stress-free way to enjoy extended travel in Europe without the hassle of planning every detail themselves.Listen in to learn about a lifestyle that blends cultural enrichment, flexible exploration, and social connection. Whether you've always dreamed of retiring in Europe, living abroad for a few months at a time, or simply traveling more deeply, Andrew's concierge-style model offers a compelling alternative to rushed tours or crowded cruises. With thoughtful support, vetted accommodations, medical coverage, and built-in community, this is retirement travel planning designed for comfort, fun, and fulfillment.In this episode, find out:· How living abroad in retirement can offer an immersive and stress-free lifestyle.· What makes Andrew's travel concierge service unique for retirees.· Why slow travel Europe is gaining popularity among those 55+.· How the community-based cohort model adds joy and connection to extended trips.· The difference between traditional travel planning and a concierge-guided experience.Tweetable Quotes:“Retirement is your time—and living abroad offers the freedom to enjoy it your way, at your pace.” – Murs Tariq“When you slow down and live like a local, you stop checking boxes and start truly experiencing the culture.” – Radon StancilResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

SEASON: 5 EPISODE: 15 Episode Overview:Welcome back to the Becoming Preferred Podcast, the show dedicated to fueling the drive of business professionals and entrepreneurs like you. Today, we have a guest who is a true architect of achievement, a guiding force for growth, and a master of strategic advancement.She's the visionary behind Forge Ahead, a company dedicated to empowering businesses and leaders to not just meet their goals, but to shatter them. With a deep understanding of the entrepreneurial journey, she brings a wealth of experience in transforming challenges into triumphs and potential into profit. Whether you're looking to refine your leadership, optimize your team, or strategically scale your operations, her insights are invaluable. Join me for my conversation with Courtney De Ronde.Guest Bio: Courtney De Ronde is the CEO of Forge Financial and Management Consulting and the creator of the Simple ScaleUp System™. She helps business and nonprofit leaders use a proven system to take charge of their personal and organizational development so they can fulfill their purpose and lead their organizations to do the same.With 20+ years as a CPA and 15 years as a business leader, Courtney has firsthand experience running, scaling, advising, and serving small businesses. Today, she shares that knowledge as a speaker and consultant with her team at Forge. Recognized for her expertise in business intelligence, leadership, corporate finance, and productivity, Courtney presents at conferences and events nationwide. When she's not helping companies grow, she enjoys time with her husband and three children on their latest family road trip or at home in Des Moines, Iowa.Resource Links:Website: https://www.forgeahead.com/Product Link: https://www.forgeahead.com/services/business-coaching-and-training/ Insight Gold Timestamps:01:35 I took an accounting class and it just clicked02:50 Finances can feel like a foreign language04:36 You keep thinking, I'll just keep doing what I did to get here06:55 One of the biggest bottlenecks is that they're trying to do everything themselves08:48 Empower other people to lead in this organization10:28 I have to tell them, it's not going to be me to serve you13:44 We call it the Simple Scale Up system, we really talk about four main areas of a business that you need to focus on when you're scaling17:43 Anytime that a business is reliant on a certain personality, or their skillset, their connections...18:35 The size of your business is going to be limited by your capacity20:20 You need to be able to follow the money through the organization20:49 We also have a group coaching program called Scaling Leader21:14 Four Steps to Scalability22:50 If we look at information that's not accurate or trustworthy, it won't matter26:34 You need the insights that come from the data28:50 Their less crucial tasks, like the tedious email monitoring and things like that, for times of day where they have less energy30:28 The biggest difference between for-profit and nonprofit30:48 Nonprofit is not a business model, it's a tax status32:48 A great place to start is to define who you are, and where you want to go33:20 When you know who you are, and you know where you're going, you can use those two things, your values and your vision, as a filter for decisions35:02 Whatever happens here is on me36:36 Most people want to help each other out37:41 One of the

Dr Sean Pastuch is an industry leader in helping people not accept a life limited by pain, but getting people back to doing what they love. In this episode Sean shares:-His insights into why we don't need to accept pain as part of life-Thoughts on how to change our story about pain-How to get back to doing things we love in life-How our relationships affect our experience of pain-Insights on recognizing and changing our rigid identity around what we can or can't do-4 steps to becoming a high performer in life-Why not trusting yourself to follow through can be damaging-And much more01:22 Discussing Pain Management02:21 The Impact of Pain on Life04:24 Challenging Pain Narratives06:21 Active Life's Approach to Pain07:27 Personal Stories and Examples15:56 Understanding Pain and Its Signals26:00 The Role of Environment and Relationships29:17 Identity and Flexibility31:13 The Comfort of Identity and Fear of Failure32:11 Sports Analogies: Performance Under Pressure34:29 The Pressure Drill: Building Mental Toughness38:27 The Four Steps to Becoming a High Performer41:11 The Importance of Keeping Promises to Yourself53:16 Setting Boundaries and Saying No53:45 Opportunities with Active LifeI've been putting a lot of time and effort into making these new episodes valuable for you. You can help me get these great guests and their knowledge in front of more people by:-Subscribing and checking out more episodes-Sharing on your social media (please tag me - I promise I'll respond)-Sharing with the friend you think of who needs this episodeFollow Andrew Coates:Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@andrewcoatesfitness⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Email List:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.andrewcoatesfitness.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the RP App at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rpstrength.com/coates⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ - use the code COATESRPUse Code ANDREWCOATESFITNESS to save 10% off at ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://justbitememeals.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠Use Code ANDREW for extended free trial of MacrosFirst Premium ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.macrosfirst.com/Go to www.knkg.com/Andrew59676 for 15% off your KNKG bag.

To lead with greater alignment and less burnout, entrepreneurs must prioritize mental health, mindset, and self-healing. Gabby Bernstein's childhood was rooted in spirituality, but a high-pressure PR career in New York's nightclub scene led to addiction, burnout, and anxiety. Realizing her health, business, and identity were at risk, Gabby began her journey to inner healing and is now a leading voice in spirituality and manifestation. In this episode, Gabby shares how Internal Family Systems (IFS) can enhance leadership, boost productivity, and improve decision-making for entrepreneurs. In this episode, Hala and Gabby will discuss:  (00:00) Introduction (01:18) The Nightlife Career That Nearly Broke Her (05:08) How She Transformed Her Life and Business (12:35) The Power of IFS Therapy in Self-Healing  (16:52) Self-Led Leadership for Business Growth (25:18) Four Steps to Reconnect with Your Inner Self (33:06) The Role of Protector Parts in Team Building (36:22) Setting Boundaries in Entrepreneurship (38:23) Healing a Perfectionist Mindset Gabby Bernstein is a #1 New York Times bestselling author of ten books, including her latest, Self-Help. A motivational speaker, spiritual teacher, and founder of the Gabby Coaching Membership, Gabby was named a "Next Generation Thought Leader" by Oprah Winfrey. She is also the host of the Dear Gabby podcast, where she combines physical, mental, and spiritual wellness to inspire lasting change. Sponsored By: Indeed - Get a $75 sponsored job credit at indeed.com/profitingIndeed  Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify  Mercury - Streamline your banking and finances in one place. Learn more at mercury.com/profiting  LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting   Bilt - Start paying rent through Bilt and take advantage of your Neighborhood Benefits™ by going to joinbilt.com/PROFITING.  Airbnb - Find yourself a co-host at airbnb.com/host    Resources Mentioned: Gabby's Book, Self-Help: bit.ly/SelfHelp-GB  Gabby's Podcast, Dear Gabby: gabbybernstein.com Active Deals - youngandprofiting.com/deals  Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new  Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Psychology, Biohacking, Motivation, Brain Health, Life Balance, Positivity, Happiness, Sleep, Diet.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the third and final step in the Peace of Mind Pathway—Nurture. After creating a retirement-focused plan and implementing key strategies, nurturing your plan is what keeps it strong and adaptive for the long haul. Much like maintaining a car on a long road trip, your financial plan needs regular checkups, updates, and care to remain effective. This episode walks through the structure and purpose of your ongoing financial advisor meetings, and how regular reviews help you manage changes in income, required minimum distributions (RMDs), risk tolerance, and personal goals.Listen in to learn about the critical components of an annual retirement planning process—including the Roth conversion strategy, retirement tax planning, and long-term care considerations. Radon and Murs outline the cadence of two core strategy meetings each year: the Financial Plan Review and the Tax Strategy Meeting. You'll also discover how their team supports clients with proactive retirement education, timely updates, and a collaborative, team-based approach to financial planning for retirement.In this episode, find out:· Why nurturing your plan is essential to retiring comfortably.· What happens in the Financial Plan Strategy Meeting and how it supports your evolving goals.· The value of the Tax Strategy Meeting and how it aligns with your retirement tax strategy.· How long term care planning and beneficiary reviews are integrated annually.· The importance of communication and ongoing retirement education to keep your plan on track.Tweetable Quotes:"Building a retirement plan is just the beginning—nurturing it ensures you stay on track through every stage of life." – Radon Stancil "Strategy meetings are not just check-ins; they're where proactive planning meets real-life updates to secure your retirement." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

What if scaling didn't have to come at the cost of your health, your family, or your sanity?In this episode, Bill challenges the common held belief that sacrifice is a rite of passage in entrepreneurship, especially during the growth phase. He shares the story of a tech CEO building a $200M company and outlines a four-part framework for scaling your business while also building a life you love. Spoiler: It's not about working harder. It's about rethinking your approach.Topics explored in this episode:(0:26) Can You Really Have It All? *A thriving business and a healthy life are not mutually exclusive.*The story of a CEO who's grown a $200M company while staying balanced and grounded.(2:30) Four Steps to Scale BetterSet a BHAG (Big Hairy Audacious Goal): Anchor your strategy in a long-term, purpose-driven outcome.Invest in People & Culture: Hire well, coach continuously, and create strong values-based accountability.Execute with Rhythm: Align priorities, metrics, and meetings to stay focused and effective.Get a Life: Create time for family, health, and the things you love.(7:50) You're Not Supposed to Work 1,000x Harder*The CEO of a billion-dollar company doesn't work 1,000 times more than you, they have to work differently.*Scaling means evolving how you lead, not just doing more.(9:40) What's The First Step? *What do you need to redesign first?*Who can help you shift your leadership style and strategy?Bill Gallagher, Scaling Coach and host of the Scaling Up Business podcast, is an international business coach who works with C-Suite leaders to achieve breakthrough growth. Join Bill in the Growth Navigator Coaching Program: https://ScalingCoach.com/workshop Bill on LinkedIn: https://www.LinkedIn.com/in/BillGallBill on YouTube: https://www.YouTube.com/@BillGallagherScalingCoach Visit https://ScalingUp.com to learn more about Verne Harnish, our team of Scaling Up Coaches, and the Scaling Up Performance Platform, which includes coaching, learning, software, and summit. We share how the fastest-growing companies succeed where so many others fail. We help leadership teams with the biggest decisions around people, strategy, execution, and cash so that they can scale up successfully and beat the odds of business growth. Did you enjoy today's episode? If so, then please leave a review! Help other business leaders discover Scaling Up Business with Bill Gallagher so they, too, can benefit from the ideas shared in these podcasts.Subscribe via Spotify: https://spoti.fi/3PGhWPJSubscribe via Apple Podcasts: https://apple.co/3PKe00uBill on Facebook: https://www.facebook.com/billgall/ Bill on Twitter/X: https://x.com/billgall

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the second step in the Peace of Mind Pathway—Implementation. This is where the planning becomes reality. After building your personalized retirement roadmap, it's time to put your financial planning for retirement into motion. From investment transitions to estate documents and tax strategy retirement planning, this episode walks you through what happens after you say, “I'm ready.” It's not just about moving assets—it's about building a solid structure to retire confidently and comfortably.Listen in to learn about the intentional and methodical approach used at Peace of Mind Wealth Management to ensure your retirement income strategy, healthcare coverage, long term care planning, and retirement tax planning are all set up efficiently. This step-by-step retirement planning process also includes evaluating your current estate plan, understanding your Medicare and retirement options, and implementing a bucket strategy for retirement that aligns with your comfort level and goals. Discover how implementation isn't a one-time task—it's the beginning of a lasting, flexible retirement journey.In this episode, find out:· What happens when you decide to move forward with your retirement plan.· How asset transfers are managed through trusted custodians like Schwab or Fidelity.· Why implementation is paced over months to ensure thoughtful decision-making.· The key components of investment strategy for retirees, tax efficiency, and legal documentation.· How the Peace of Mind Pathway supports retiring comfortably through long-term care and Medicare strategy.Tweetable Quotes:“Implementation is not a one-and-done step—it's the launchpad for long-term retirement success.” – Radon Stancil “We take baby steps with purpose, so every element of your retirement plan gets the attention it deserves.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit: POMWealth.net/podcast

Ever feel like you're playing small in life or business? In this episode of Sales Is Not a Dirty Word, I sit down with Israel Duran, a sought-after business growth strategist, speaker, and trainer, to uncover the four-step formula for creating impact and generational wealth. Israel shares his wild journey from struggling with self-doubt and a near-death experience to building a thriving business and coaching leaders worldwide. If you've ever wondered how to turn your skills into a purpose-driven, profitable business, this episode is for you. In This Episode, You'll Learn: ✔️ The 4 Steps to Building Influence & Impact – The exact process to go from obscurity to authority ✔️ Why most entrepreneurs stay stuck – And how to break through resistance ✔️ The mindset shift that leads to real success – It's NOT just about “doing more” ✔️ Why monetization comes LAST – And what you should focus on first ✔️ How to turn your voice into a legacy – No matter your background or experience

Mike Vichich is the Co-founder and CEO of Pursuit, which helps companies generate more revenue from the public sector.We talk about how AI is changing Helmer's 7 Powers, how it's impacting the government, if DOGE is actually working, building a startup in the Midwest, and how to disagree with your team.We also get into Mike's prior company Wisely, and how they went from $11 in the bank account and unable to pay payroll for six months, to over $10 million ARR and a $187 million exit to Olo, a public company.Thanks to Jack Altman and Blake Robbins for their help brainstorming topics for Mike!Timestamps:(3:21) How AI changes Helmer's 7 Powers(17:06) What becomes important in AI-first economy(21:02) How AI interfaces with the government(24:02) “The rules intended to save taxpayer money ironically cause taxpayer money to be wasted”(29:34) How change orders impact public sector costs(33:20) Why DOGE has not impacted US government spending yet(38:15) Three pieces of wisdom from 2nd-time founders(41:44) Starting Pursuit to make selling to the public sector as easy as the private sector(45:35) Why cities grow expenses 5x faster than tax revenue(51:42) Pros + Cons of building startups in Ann Arbor, MI(57:43) Hiring talent density in the Midwest(59:30) Starting his first company to fix consumer credit cards(1:08:50) Pivoting Wisely to restaurant loyalty(1:12:49) $11 in the bank, missing payroll for six months(1:15:21) Embarrassing demo at an Ann Arbor tech meetup(1:18:18) Why CEOs don't always have to be right(1:20:54) How to disagree(1:25:48) Hiring at Pursuit(1:28:30) “A bad day with customers is better than the best day in the office”(1:31:33) Crashing their first customer's PoS on Labor Day Weekend(1:35:55) Using “The Cadence” to hit $10M ARR(1:41:55) Selling Wisely to Olo for $187MReferencedCheck out Pursuit: https://www.pursuit.us/The Four Steps to the Epiphany by Steve Blank: https://www.amazon.com/Four-Steps-Epiphany-Steve-Blank/dp/0989200507Ann Arbor New Tech Meetup: https://www.meetup.com/a2newtech/How to Disagree: https://www.paulgraham.com/disagree.htmlThe Cadence by David Sacks: https://sacks.substack.com/p/the-cadence-how-to-operate-a-saas-startup-436aa8099e8Follow MikeTwitter: https://x.com/mikevichichLinkedIn: https://www.linkedin.com/in/mikevichichFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

Bernard Hampton's journey from modest beginnings to Managing Director and The Head of The Academy at Bank of America is a testament to hard work, learning, and leadership. Raised in a middle-class family with a strong work ethic, Bernard's early experiences shaped his leadership approach. From his start as a sales associate at RadioShack to leading over a thousand employees globally at Bank of America, he has always believed in the power of people and emotional intelligence. In this episode, Bernard shares strategies for transitioning into leadership, navigating crises, and the power of continuous learning in career growth. Bernard Hampton is a Managing Director and The Head of The Academy at Bank of America, where he leads global employee training and development initiatives for over 200,000 employees. In this episode, Ilana and Bernard will discuss: (00:00) Introduction  (01:39) Early Experiences That Shaped His Leadership (07:17) Joining Bank of America (09:02) Leading Through Crisis and Uncertainty (12:42) Four Keys to Stronger Team Dynamics (19:31) The Power of Origin Stories in Leadership (24:15) Leading Talent Development at Bank of America (30:07) The Value of Career Mentors and Sponsors (33:40) Building a Culture of Learning and Growth (38:10) Empowering Your Community as a Leader (39:45) Four Steps to Unlock Your Leadership Potential (45:30) Balancing Leadership with Personal Life Bernard Hampton is a Managing Director and The Head of The Academy at Bank of America, where he leads global employee training and development initiatives for over 200,000 employees. He is also a member of Leadership Florida's Executive Class 12 and serves on the Board of Directors for the Urban League of Palm Beach County, contributing to efforts that promote economic growth and community development. Connect with Bernard: Bernard's LinkedIn: linkedin.com/in/bernardfhampton  Resources Mentioned: Bank of America: bankofamerica.com  The Academy: https://careers.bankofamerica.com/en-us/career-development/the-academy  Do Hard Things: Why We Get Resilience Wrong and the Surprising Science of Real Toughness by Steve Magness: https://www.amazon.com/Hard-Things-Resilience-Surprising-Toughness/dp/006309861X  Leap Academy: Ready to make the LEAP in your career? There is a NEW way for professionals to Advance Their Careers & Make 5-6 figures of EXTRA INCOME in Record Time. Check out our free training today at leapacademy.com/training

Are our thought problems the result of spiritual attack, or mental health issues? Are they just bad habits, or are they bad biochemistry? In short, are the things that trouble us Devil, or Diagnosis?Dr. Lee Warren revisits a 2023 episode to address recent inquiries about mental health struggles, particularly obsessive-compulsive disorder (OCD), and whether they stem from mental issues, spiritual components, or both. The episode explores Dr. Jeffrey Schwartz's work on neuroplasticity, the mind-brain distinction, and practical self-brain surgery techniques to manage negative thinking. Dr. Warren emphasizes the importance of challenging automatic negative thoughts, relabeling, reframing, refocusing, and revaluing them to change one's mental state. He discusses the integration of neuroscience and faith in resolving these challenges and encourages listeners to seek professional help if needed. Chapters00:00 Introduction and Purpose of the Episode00:49 Revisiting 'Devil or Diagnosis'01:04 Jeffrey Schwartz's Contributions01:24 The Mind-Brain Connection01:28 Promoting Dr. Schwartz's Book01:57 Upcoming Podcast Guests and Content02:51 Encouragement to Subscribe and Engage04:01 Introduction to the Main Topic04:49 Understanding Disordered Thinking05:35 The Role of Spiritual Warfare06:44 Devil vs. Diagnosis07:20 The Power of Self Brain Surgery11:13 Jeffrey Schwartz's Four Steps13:23 Changing Your Perspective23:58 The Enemy's Influence and God's Promise27:57 Final Thoughts and EncouragementScripture: Isaiah 14:14-17, Isaiah 61:2-3, Hosea 2:15, Job 3:25Book Mentioned: You Are Not Your Brain: The 4-Step Solution for Changing Bad Habits, Ending Unhealthy Thinking, and Taking Control of Your Life by Jeffrey Schwartz and Rebecca Gladding (This link is for pre-order of the upcoming audiobook release)Want more tools for rewiring your brain and renewing your mind?

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the foundational first step in their three-part Peace of Mind Pathway: The Peace of Mind Roadmap. This step is all about creating a personalized retirement roadmap to help you clearly define where you are, where you want to go, and what your journey through retirement will look like. Through real examples and a GPS-style analogy, they break down the importance of clarity and confidence when beginning the retirement planning process. The roadmap goes far beyond investments—it covers your retirement goals, Retirement income strategy, tax planning, estate planning, and more.Listen in to learn about how building a retirement-focused financial plan can reduce stress, reveal opportunities, and help you retire comfortably. You'll hear how an introductory meeting evolves into a comprehensive, personalized strategy session that gives you direction and peace of mind. With topics ranging from Roth conversions in retirement to bucket strategy retirement, this episode is perfect for anyone who's ready to take their first step toward a secure your retirement future.In this episode, find out:· Why the Peace of Mind Roadmap is critical to financial planning for retirement· How your personalized GPS for retirement guides your unique journey· The role of planning meetings and how they evolve into strategy sessions· How to evaluate your retirement destination and adjust along the way· The impact of Roth conversions, healthcare costs, and charitable giving on your planTweetable Quotes:"Your retirement plan should function like a GPS—clear, adaptable, and designed around your unique destination." – Radon Stancil"A well-crafted roadmap gives you more than numbers—it gives you the confidence to enjoy your retirement journey." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast

In this week's episode I'm outlining my four-step process to staying FULL in your motherhood and alongside it. Being a mom was never meant to deplete you or take you away from who you really are. Take a listen, and then come sign up for a free discovery call to find out if my private coaching program is right for you. www.joryancoaching.com

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the fun and fulfilling side of retirement: retirement hobbies and retirement activities. After years spent working and raising families, many retirees look forward to rediscovering passions or picking up new interests. Radon and Murs explore why hobbies after retirement are so important for mental, physical, and emotional well-being and share some of the most popular retirement lifestyle ideas embraced by today's retirees.Listen in to learn about fun things to do in retirement, from volunteering in retirement and gardening to traveling and staying active with sports like pickleball. They also discuss how participating in activities after retirement helps build social connections, promotes lifelong learning, and keeps retirees energized. If you're planning retirement lifestyle goals, this episode is full of practical inspiration to help you retire comfortably and secure your retirement.In this episode, find out:· Why it's crucial to plan hobbies for seniors ahead of retirement.· The best ways to incorporate fun things to do in retirement into daily life.· How volunteering in retirement benefits your health and social life.· Why activities like gardening, traveling, and learning are top picks for retirees.· Tips for trying new activities for retirees and building a fulfilling lifestyle.Tweetable Quotes:"Retirement is the perfect time to invest in yourself through hobbies that inspire, energize, and bring joy." — Radon Stancil"Having an active retirement isn't just fun—it's essential for your mental, physical, and emotional well-being." — Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Want to learn more about Vodyssey or start your STR journey. Book a call here:https://meetings.hubspot.com/vodysseystrategysession/booknow?utm_source=vodysseycom&uuid=80fb7859-b8f4-40d1-a31d-15a5caa687b7In this episode of the Vacation Rental Revolution podcast, host Shawn Moore interviews Dr. David Rosmarin, an expert in anxiety management. They discuss the nature of anxiety as a human emotion, the difference between clinical and nonclinical anxiety, and the importance of embracing stress as a part of life. The conversation also touches on parenting strategies to build resilience in children and the impact of the digital world on mental health.DR. ROSMARIN'S WEBSITEhttps://dhrosmarin.com/FOLLOW DR. ROSMARINhttps://www.linkedin.com/in/david-h-rosmarin-a019a310/https://www.instagram.com/dhrosmarin/https://www.facebook.com/DavidHRosmarinhttps://x.com/dhrosmarin?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthorhttps://www.tiktok.com/@dhrosmarinFOLLOW US:https://www.instagram.com/vodysseyshawnmoorehttps://www.facebook.com/vodysseyshawnmoore/https://www.linkedin.com/company/str-financial-freedomhttps://www.tiktok.com/@vodysseyshawnmooreGET YOUR FREE BOOK & TRAINING HERE:https://vodyssey.com/Chapters00:00:00 Introduction 00:02:53 Understanding Anxiety: A Human Emotion00:05:57 Clinical vs. Nonclinical Anxiety00:09:02 The Role of Stress in Success00:12:09 Four Steps to Manage Anxiety00:14:56 The Importance of Letting Go00:18:08 Teaching Resilience to Children00:20:53 Navigating the Digital World and Anxiety00:24:03 Final Thoughts and Advice

Listeners, give us your feedback to help us make The Purposeful Banker more meaningful for you! Take our brief, 10-question survey at q2.com/podsurvey  In this episode, Dave Brebner returns to The Purposeful Banker to continue discussing how financial institutions can boost their small business portfolio using a strategic framework. Related Links Small Business Strategy Scorecard: https://hub.q2.com/whitepapers/small-business-strategy-scorecard Dave's LinkedIn: https://www.linkedin.com/in/david-brebner-9a2543/  

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the "2025 1st Quarter Economic Update" with special guest Tom Siomades, Chief Market Economist. Together, they break down the real story behind the numbers and headlines from the first quarter of 2025, offering valuable insights into the 2025 market outlook, economic trends 2025, and the complexities around tariffs and the economy. As volatility and uncertainty persist, understanding the true state of the economy becomes crucial for anyone involved in Retirement Planning. Listen in to learn about the potential impact of the 2025 recession talk, the Inflation outlook 2025, consumer behavior trends like Consumer spending 2025, and how the Federal Reserve is navigating these turbulent times. Whether you're planning for retirement or adjusting your financial strategy, this economic update offers clear-eyed guidance for financial planning for 2025 and beyond. In this episode, find out: How the "January effect" influenced the 2025 market outlook. The role tariffs and the economy are playing in increased market volatility. The importance of consumer sentiment and Consumer spending 2025. How the Federal Reserve's decisions are being pressured by current economic conditions. Insights into the economic forecast 2025 and how it impacts Retirement Planning. Tweetable Quotes: "Economic uncertainty is a given, but having a well-structured retirement plan prepares you for whatever comes next." – Radon Stancil "Even in volatile times, sticking to a flexible, diversified strategy is the key to retiring comfortably." – Murs Tariq Resources: If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement! To access the course, simply visit POMWealth.net/podcast.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the art and importance of Preserving Memories with Angela Andrew, Product Evangelist for the Mylio App. In an age where digital images accumulate rapidly but often remain disorganized, Mylio offers a transformative solution for families looking to protect and share their memories. This episode dives into how the app simplifies Digital photo organization, helps Backup family photos, and creates a seamless structure for Family photo storage that enhances your Legacy planning.Listen in to learn about the value of Memory preservation not just as a digital convenience, but as a way to remember loved ones and tell your family's story across generations. Whether you're looking to scan old photos, organize digital photos, or understand how to organize photos from multiple sources, this episode shows how Mylio empowers you to create a meaningful and secure photo backup plan. With privacy-first features, family sharing options, and facial recognition, this is a must-listen for anyone preparing to retire comfortably and pass on more than just financial assets.In this episode, find out:How the Mylio app helps centralize and organize photos from various sources.Why Photo legacy and Family history photos matter for future generations.The importance of Secure photo backup beyond just cloud services.How to use face-tagging, calendar views, and location data to enhance organization.Tips on Sharing photos with family while maintaining privacy.Tweetable Quotes:"Legacy isn't always about wealth—it's about memories, photos, and the stories we pass down." – Radon Stancil"We create memories every day, but organizing and preserving them ensures they actually live on." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Erik Jones discusses Luke 9:23—“If anyone desires to come after Me, let him deny himself, and take up his cross daily, and follow Me.”

Ever feel like you're doing a lot but not actually getting anywhere?In this quick but powerful episode, I break down a new acronym I've been thinking a lot about: L.O.V.E.No, not the romantic kind — I'm talking about the four real drivers of progress:Learning. Observing. Providing Value. Executing.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss a crucial yet often confusing topic for retirees: Required Minimum Distributions (RMDs). Joined by their colleague Taylor Wolverton, a Certified Financial Planner and Enrolled Agent, they break down the rules surrounding what are RMDs, how they're calculated, and the updates brought by the Secure Act RMD changes. If you're unsure about RMD rules 2025, or when and how much to take from your retirement accounts, this episode is for you.Listen in to learn about the mechanics of how do RMDs work, from when to take RMDs to how they're taxed and the penalties for missing one. The episode also explores RMD for retirement accounts like IRAs and 401(k)s, RMD tax rules, and even strategies like RMD and charitable giving. Whether you're planning ahead or facing your first required withdrawal, understanding your obligations is key to effective retirement tax planning and preserving your wealth.In this episode, find out:· What qualifies as a required minimum distribution and who it applies to.· Updated RMD start ages under the Secure Act RMD changes.· How RMDs are calculated using the IRS Uniform Lifetime Table.· The tax implications of RMDs and how to manage them effectively.· Smart options for reinvesting or donating your RMD.Tweetable Quotes:"You can't put RMDs back into an IRA or convert them to Roth—but you can reinvest them into a brokerage or give to charity tax-free." – Radon Stancil"Even if you don't need the money, RMDs are required—it's about paying back the taxes you've deferred for years." – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast.

Steve from Portland, Oregon, faces and an all-too-common consultative selling dilemma: how to sell to prospects who claim they already know everything, have already “done the research” and question what value he can bring. In this Ask Jeb episode we break down what true consultative selling entails, how to detach from “always be closing,” and why being a genuine expert is more vital now than ever. From Information Scarcity to Information Overload Not long ago, salespeople had the upper hand simply by having more data or insight than their prospects. Today, everyone has a blog, video, or TikTok to help them “figure it out.” This can leave a buyer believing, “I know just as much as you—so why should I trust your approach?” That's where consultative selling comes in, but only if you do it right. Consultative selling isn't about showing off your expertise. It's about guiding the customer to understand the real nature of their problem—often one they didn't fully realize or that's more complex than they initially thought. What True Consultative Selling Looks Like Consultants by definition don't barge in declaring, “Here's the solution.” They start by asking informed, open-ended questions and listening for patterns. They bring a sense of curiosity—an acknowledgment that they can't help until they deeply understand the client's unique environment. Four Steps of a Consultative Approach Assess and Analyze: Listen, observe, and probe with specific questions. Gain clarity on how the business operates and where potential issues lie. Design or Develop Solutions: Tailor ideas or strategies based on the actual problems your client is facing. No cookie-cutter templates here. Integrate and Implement:Work with the client to fold your solution into their workflows. Show them the path forward, not just a list of theoretical bullet points. Optimize and Operationalize: Stay engaged. Help the client refine and sustain the changes for long-term success. The Power of Detaching from the Outcome When you're obsessed with “the close,” you risk pushing your own agenda rather than uncovering the client's real challenges. Buyers can smell desperation a mile away. Detachment works with consultative selling because: It builds trust. You're not rushing to pitch; you're learning and diagnosing first. It reveals the real issues. Prospects open up more when they sense you're genuinely trying to see if you can help, not just bulldoze them into a sale. It prevents the “sleazy” vibe. Instead of coming off like yet another sales rep bragging about your knowledge, you show you're a collaborator ready to craft a solution if—and only if—it fits. Being the Expert Without Acting Like a Know-It-All In today's age of surplus information, it isn't enough just to learn a skill once. You have to remain curious and update your knowledge constantly. That's especially true in fields like digital marketing, sales tech, or AI—areas that can evolve daily. You'll be more credible when you Commit to ongoing learning. Read, watch, and listen to everything you can, including contrary opinions. Embrace nuance. Real expertise means recognizing that not every trend or hack will work for every client. Use informed questions. The best proof of your knowledge is the quality of the questions you ask. Clients can tell when your questions hit the root of their problem. Addressing Distrust in Competitive Industries In spaces like digital marketing, where so many agencies promise miracles, skepticism runs high. By entering a conversation with a consultative mindset, you set yourself apart from the noise: Focus on your prospect's specific context. Don't lump them into one-size-fits-all solutions. Acknowledge the client's prior experiences. They may have been burned by poor service or overhyped promises. Show empathy for their concerns.

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss what it truly means to be an executor of an estate. Joined by special guest Dave Hutton, an estate attorney with Wealth.com, they break down the essential estate executor duties and estate executor responsibilities in a way that is easy to understand. Whether you've been named an executor or are considering who to appoint, this episode provides the foundational knowledge you need to make informed decisions.Listen in to learn about the critical role of an executor, how the probate process works, and how thoughtful estate planning for retirement can help streamline the experience for your loved ones. With practical tips, real-world scenarios, and an overview of executor compensation, this episode demystifies a process many find overwhelming.In this episode, find out:· What is an executor and what powers they actually have· The difference between executor vs trustee and why both may be needed· How the probate process works and why avoiding it might be preferable· Key executor responsibilities like settling debts, managing distributions, and navigating court timelines· The importance of aligning your estate plan with your retirement strategyTweetable Quotes:“You don't want the court to pick your executor—you want to make sure the right person is chosen by you.” – Radon Stancil“Being an executor comes with power, but also responsibility—and that includes understanding the law and honoring the will.” – Murs TariqResources:If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!To access the course, simply visit POMWealth.net/podcast