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The trend is your friend until the end when it bends — Marty Zweig Received today's Trade Execution Summary Grid, our Complete Analysis & Predictions of Stocks, Bonds, Gold & Bitcoin, as well as our Trade Execution Instructions by becoming a Patreon Member at any of our three levels of support: https://bit.ly/CWPatreonSupport Sign up at Trading View access my platform and charts: https://www.tradingview.com/?aff_id=136493 How to Set Up Our Three Time Frame Chart on TradingView: https://youtu.be/wLwTnrtAOTA I have opened my page to sharing. Find me on TradingView at Thom Goolsby. Here at Charting Wealth, we focus on the reality of price movement by following trends. We teach you a simple and effective method to read stock, ETF and crypto charts, keep your emotions in check and learn when to buy and when to sell. Charting is your road map to the market and the riches it can offer. Forget the hype you see and hear in the financial news media. They are selling products in print ads and commercials. Focus on what is real, no matter how hard it can be to believe! Otherwise, you become a sucker or worse, a slave, to the delusion someone else wants you to believe. Use the lessons we teach every day to accurately chart any stock, commodity, ETF and cryptocurrencies. We give you daily, real life lessons with the five ETFs we track: S&P 500, NASDAQ 100, 20-Year Treasury Bonds, Gold and Bitcoin. We have all the tools you need to learn how to trade. For subscribers, we have a GREAT TRAINING to SUPERCHARGE your practice trading: “Learn a Reliable Way to Grow Your Wealth.” If you are not a subscriber, become one! Subscribe for FREE to our daily market reviews & training at http://www.ChartingWealth.com We urge you to "Follow the charts, NOT the noise!” and want to help you follow the market and improve your knowledge of stock and ETF movements. Support our work at PATREON and receive GREAT benefits (training, gifts, etc...): https://www.patreon.com/user?u=14138154 Receive our STOCK ALERTS via TEXT when WEEKLY VERTICAL CROSSOVERS occur. Very valuable information! Less than 8 texts a month. Text “chartingwealth” to 33222 on your cell phone. At ChartingWealth.com, http://chartingwealth.com every day the market is open, we chart the S&P 500, NASDAQ 100, Gold & Bonds. In just a few short minutes, we give you a valuable training update and quickly review the trends we see taking place in the market. At the end of every week, we give you an overview of what happened over the last five days and what's on the calendar for the next trading week. DISCLAIMER: We offer NO advice and make NO claims to expertise of any kind. This site is dedicated to knowledge and education through our stock chart training, reviews and other information -- nothing more.
Still following outdated investing advice?This week, Gary is joined by Lane Kawaoka, author of The Wealth Elevator, real estate syndication leader, and founder of SimplePassiveCashflow.com. With over 10,000 units under management, Lane shares how he went from civil engineer to full-time passive income expert—revealing why single-family rentals won't scale, the importance of knowing your “floor” in the wealth journey, and how professionals can create cash flow without becoming landlords. This episode is your wake-up call to start investing smarter—not harder.
In this episode of the Grow Your Wealth podcast, host Travis Miller speaks with Grant Lovett, a seasoned financial markets expert whose career has spanned top-tier roles in New York, London, and Sydney. From his beginnings in public schooling in the Sutherland Shire to executive positions at UBS and the ASX, Grant shares his unconventional journey through accounting, trading, and public service—including a pivotal role as Chief of Staff to Hon. Joe Hockey. Grant opens up about managing mental health, the importance of mentorship, and his dedication to causes like the Black Dog Institute and the Story Factory. This insightful conversation covers everything from managing risk in volatile markets to advice for young professionals and entrepreneurs looking to break into finance. A must-listen for anyone interested in long-term wealth building, resilience, and living a meaningful life. [00:01:50] – Career Snapshot: From UBS to ASX and Government Strategy [00:03:04] – From Sutherland Shire to New York: An Unlikely Leap into Global Banking [00:05:08] – Philanthropy and Advisory: Grant's Current Focus [00:06:37] – Key Mentors and the Value of Discipline in Finance [00:08:14] – Personality Traits That Drive Success in Finance [00:09:05] – Pivotal Career Moments and the Importance of Taking Chances [00:11:30] – The Power of Fixed Income: Lessons from the GFC [00:12:36] – What Drives Grant in Business and Life [00:14:01] – Mental Health Journey: Giving Back to Black Dog Institute [00:15:51] – Moving from Corporate to Entrepreneurship: Advice for Taking the Leap [00:18:37] – Lessons from Failure: Document Everything and Plan Ahead [00:22:11] – Making Decisions in Uncertain Markets [00:23:16] – Tips for Graduates and Young Bankers [00:25:38] – Lifelong Learning and Setting the Next Generation Up for Success [00:27:24] – Career Advice Beyond University: Trades and Policy Shifts [00:28:42] – Quickfire Questions: First Jobs, Advice, and Long-Term Wealth Tips [00:32:05] – Final Thoughts and Connecting with Grant Lovett on LinkedIn iPartners Website: www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
In this episode of The Dental Wealth Nation Show, we unpack one of the most overlooked (and overpaid) parts of your financial life—taxes. Join Tim McNeely and a seasoned tax planning expert as they explore how dental entrepreneurs can legally reduce their tax burden, avoid costly surprises, and protect themselves from penalties and audits. You'll discover: How strategic planning can dramatically shrink your tax bill The emotional and financial cost of tax surprises—and how to avoid them Tools like defined benefit plans and captive insurance that could change the game Why proactive tax strategy isn't just about saving money—it's about building wealth Taxes erode your wealth silently over time. This episode shows you how to take it back—legally, wisely, and confidently.
Do you want to take your personal brand to the next level? I'm joined by personal branding expert, AJ Vaden, the CEO & Co-Founder of Brand Builders Group! We dig into her brand new book, Wealthy and Well-known: Build Your Personal Brand and Turn Your Reputation into Revenue, to break down what it takes to become a personal branding master. We explore why investing in yourself is a MUST if you want to expand the impact you create, and the sneaky blocks that keep people from breaking through in their personal brand. AJ also reveals simple tips and concepts for entrepreneurs of all stages to get specific, find your niche, shift the way you approach marketing, sales, and branding, and become a magnet for who you are meant to serve. HIGHLIGHTS 00:00 Meet AJ Vaden, the CEO & Co-Founder of Brand Builders Group! 03:25 When did you decide to go all-in on personal branding? 07:05 Should you build a personal brand or your business brand? 11:45 The biggest misconception surrounding personal brands. 14:45 Three tips for beginner entrepreneurs to get clear on their brand. 22:35 How to shift the way you think about your brand. 31:30 Does the size of your audience matter for your success? 37:15 A BTS peek into the first chapter of Wealthy and Well-Known. 43:20 How to stay the course and avoid distractions. 47:45 What is one takeaway from your book you want women to leave with? 50:30 Celebrating AJ's Powerhouse moment of her son coming to her with honesty. RESOURCES + LINKS Get the audiobook of Wealthy & Well Known for FREE here: https://freebrandaudiobook.com/powerhouse Click HERE for tickets to the 2025 Powerhouse Women Event August 15-17th in Scottsdale, Arizona! Powerhouse Women is a COMMUNITY and YOU are part of it! Take a screenshot of this episode and tag us on Instagram so we can keep the conversation going and create more of the episodes you need! FOLLOW Powerhouse Women: @powerhouse_women Lindsey: @lindseymarieofficial Visit the Powerhouse Women website: powerhousewomen.co Join the PW Community Facebook Group: facebook.com/groups/powerhousewomencommunity
In this episode, Curtis May sits down with Dr. Axel Meierhoefer, founder of Ideal Wealth Grower and host of The Ideal Investor Show. From military service to building a passive income portfolio, Axel shares how he helps aspiring investors reach their “time-freedom point” using the GROWER Method. You'll learn why mindset trumps math, how to avoid common real estate traps, and the power of mentorship in accelerating your wealth journey. Guest's Info Dr. Axel Meierhoefer is a former Air Force officer turned investor, coach, and founder of Ideal Wealth Grower. He is the author of The Shift in Coaching Dynamics and an international educator on real estate, mindset, and passive income strategy. Highlights What the “time-freedom point” really means (and how to hit it) Why mindset is the first investment you need to make Axel's GROWER Method for mentoring success Turnkey investing tips for busy professionals Key questions to ask before joining any coaching program Links and Resources from this Episode https://www.practicalwealthadvisors.com https://www.practicalwealthsolutions.net/ Email Curtis for a free report - curtmay@gmail.com Call his office - 610-622-3121 ERC Tax Credit - https://ercspecialists.com?fpr=curtis75 Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink Connect with Dr. Axel Meierhoefer Axel's site: https://idealwealthgrower.com Axel's podcast: The Ideal Investor Show Curtis May's Money4Life Blueprint: www.practicalwealth.net Special Listener Gift Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts Click here to subscribe with Spotify Click here to subscribe with RSS
Not all debt is created equal. Leverage can warm your house or burn it down. Used strategically, it can help you control more assets with less of your money. In this episode, we work through productive mental models for assessing the risks and rewards of using leverage.Contact: Ben@abundancewm.comWebsite: Abundance Wealth ManagementShow music: Can We Go by The Violet NinesDISCLAIMERThe discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast. Hosted on Acast. See acast.com/privacy for more information.
What happens when you start your company after 14 jobs in 17 years? And how do you turn that into $40 billion raised? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt interviews Gui Costin, the energetic founder and CEO of Dakota. Gui opens up about the winding path that led him to success, the leadership missteps he corrected, and how he built a culture of mentorship, kindness, and high performance. You'll also hear his take on the future of investment sales, the impact of AI, and the importance of consistency in content creation—even for plumbers! → 5 Key Takeaways:→ Leadership is a behavior, not a title.→ Kindness and high performance can—and should—coexist.→ The right words from a leader can make or break employee retention.→ Embrace AI now or risk falling behind.→ Ask “Why?” seven times to unlock clarity and growth.
In this episode of the Grow Your Wealth podcast, host Travis Miller sits down with Clayton Howes, the dynamic CEO and co-founder of MoneyMe. With a rich background in financial services, Clayton shares how his journey from Zimbabwe to Australia shaped his passion for entrepreneurship. He dives deep into the importance of capital structure, the power of product innovation, and the role of customer obsession in business success. From bold leadership lessons to tips on wealth creation and personal development, Clayton offers a compelling roadmap for aspiring founders and seasoned entrepreneurs alike. [00:00:00] – Introduction: Clayton Howes on Chasing Legacy, Not Income [00:03:07] – Early Years: Sport, School and Moving to Australia [00:06:17] – Starting the Career: GlaxoSmithKline, Vodafone, and Embracing Innovation [00:08:04] – Becoming an Entrepreneur: The Leap from Corporate to Startup [00:09:40] – Influences and Mentors: Grandfather, Mother, and Richard Branson [00:10:35] – Lessons in Hypergrowth: Capital Structure, Leadership, and Culture [00:13:06] – What Capital Structure Really Means for a Lending Business [00:15:10] – The Real Driver: Leaving a Lasting Impact Through Innovation [00:17:29] – Technology and AI: Speed, Language, and Better Customer Service [00:19:41] – Advice for Entrepreneurs: Act Fast and Surround Yourself with Talent [00:21:44] – Relentless Customer Obsession: Think in Decades, Not Years [00:24:10] – The Big Bumps: COVID, ASX Listing, and the Need for Diversification [00:27:23] – Key Business Principles: Capital, Talent, and Customer Centricity [00:28:24] – Legacy in Action: Democratizing Access to Capital [00:29:40] – Life Beyond Work: Fitness, Family, and AFL Sponsorship [00:32:23] – Tips for Wealth Creation: Invest Early and Avoid Lifestyle Creep [00:33:04] – Work-Life Integration: Productivity in the New Era [00:34:16] – Rethinking Time Management: Strategy for Life's Most Valuable Asset iPartners Website: www.ipartners.com.au Register Here: https://ipartners.iplatforms.com.au/register/register-as-wholesale/ iPartners LinkedIn: https://www.linkedin.com/company/ipartners-pty-ltd
Free Copy of My Book: Building Wealth In the TSP: Your Road Map To Financial Freedom as A Federal Employee: https://app.hawsfederaladvisors.com/free-tsp-e-book FREE WEBINAR: "The 7 Biggest FERS Retirement Mistakes": https://app.hawsfederaladvisors.com/7biggestmistakeswebinar Want to schedule a consultation? Click here: https://hawsfederaladvisors.com/work-with-us/ Submit a question here: https://app.hawsfederaladvisors.com/question-submission I am a practicing financial planner, but I'm not your financial planner. Please consult with your own tax, legal and financial advisors for personalized advice.
Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationWelcome to our latest episode!Want to 10x your business and life? Join host Bronson Hill and guest host Nate Hambrick for a transformative conversation with Joe Mittiga, a serial entrepreneur and personal growth expert with Spirit Walkers. From living on a mattress in a basement to building Avon Energy, a thriving natural gas and electricity brokerage with 10,000 meters nationwide, Joe's rags-to-riches journey is only half the story. Recorded in April 2025, this episode dives into his 30-year mission to heal addiction by addressing shame and inner child wounds, inspired by a spiritual awakening that changed his life. As Joe prepares for a TEDx talk in South Africa, he shares a four-step process to conquer limiting beliefs, practical tools to give voice to your deepest self, and how inner work fuels outer success. Whether you're an investor or entrepreneur, Joe's insights on aligning business with purpose will inspire you to break free from what's holding you back.00:43 - Guest introduction: Joe Mittiga 02:32 - Joe's journey: From basement to energy entrepreneur 05:34 - Healing addiction: Addressing shame and inner hurts 07:37 - Four-step process: Writing down limiting beliefs 11:12 - Inner child work: Honoring your multidimensional self 15:22 - Why inner work 10x's your business and relationships 19:07 - Emotional health: The key to entrepreneurial success 24:04 - Identifying numbing behaviors as red flags 27:52 - Business with purpose: Putting your inner child first 32:39 - Mindset practices: Gratitude and visualization techniques 39:24 - Creating space: Prioritizing reflection for energy 44:48 - How to connect with Joe and access Healing AddictionConnect with the Guest:Website: https://spiritwalkers.comAmazon (Book): Search “Healing Addiction by Joe Mittiga”LinkedIn: https://www.linkedin.com/in/joemittiga/Email: Joe@joemittiga.com#PersonalGrowth#HealingAddiction#InnerChildWork#MindsetMatters#BusinessSuccess#EmotionalHealth#SpiritualAwakening
Welcome to this insightful session focused on smart investing and building wealth, as you enter the strategic planning phase, those crucial moments before making sound investment decisions. During this opportune time, you'll seamlessly set your financial goals, visualize, and manifest a profound sense of financial security and acumen. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129 Spotify: https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE And start your morning with Optimal Living Daily! Apple Podcasts: https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314 Spotify: https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4 Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome to this insightful session focused on smart investing and building wealth, as you enter the strategic planning phase, those crucial moments before making sound investment decisions. During this opportune time, you'll seamlessly set your financial goals, visualize, and manifest a profound sense of financial security and acumen. Unwind now with our positive sleep affirmations podcast. Our soothing affirmations relax the mind and prepare the body for rest. Hit play, and drift into Good Sleep... Listen to more positive sleep affirmations by subscribing to the audio podcast in your favorite podcast app: Apple Podcasts: https://podcasts.apple.com/us/podcast/good-sleep-positive-affirmations/id1704608129 Spotify: https://open.spotify.com/show/3OuJvYoprqh7nPK44ZsdKE And start your morning with Optimal Living Daily! Apple Podcasts: https://podcasts.apple.com/us/podcast/optimal-living-daily-mental-health-motivation/id1067688314 Spotify: https://open.spotify.com/show/1hygb4nGhNhlLn4pBnN00j?si=ca60dcfd758b44b4 Learn more about your ad choices. Visit megaphone.fm/adchoices
Jeremy Keil explores Kiplinger magazine's article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning.
How Do Operating Environments Impact Business Risk and Investment Decisions? In this insightful episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Ryan Zabrowski, Director of Investment Committee at Krilogy. Ryan shares valuable wisdom from his decades of financial experience, as outlined in his book "Time Ahead: The Investor's Guide to Prosperity and Impact," and explains why understanding operating environments is crucial for achieving business success. Key Takeaways: → The risk of starting a business varies dramatically based on timing and operating environment, just as walking down stairs is different when they're covered in ice versus when they're dry → Business owners often overestimate future cash flows due to natural optimism - creating realistic scenario analyses with probability assessments is critical for long-term success → Understanding accounting is fundamental for business owners - it's the language of business that allows effective communication with bankers, investors, and financial partners → Young professionals must take responsibility for their growth and be committed to putting in extraordinary effort - successful careers require sacrifice and dedication → Having the right financial team in place (financial advisor, tax preparer, and estate planning attorney) who communicate effectively with each other can dramatically impact long-term wealth preservation Quote from Ryan: "I think we're a bit in the hand-holding culture. What we need to explain to young professionals is they have to take responsibility, or the majority of the responsibility, for their professional growth. Those goals associated with large amounts of income are very hard to achieve, and they take sacrifice, commitment, and hard work." How to Reach Ryan: Book: Time Ahead: The Investor's Guide to Prosperity and Impact (available on Amazon) Company: Krilogy Follow on social media by searching for "Ryan Zabrowski" or "Equity Tree" Learn more about your ad choices. Visit megaphone.fm/adchoices
Today on the show we welcome Janine Firpo, an accomplished speaker, author, and social entrepreneur, dedicated to empowering women through values-aligned investing. She has a relentless drive to make a difference and poured it all into her book, 'Activate Your Money: Invest to Grow Your Wealth and Build a Better World'. In this episode, you will learn: How Janine transitioned from a lucrative career in big tech to impact investing The importance of aligning financial goals with social values How to integrate ethical considerations into your investment portfolio Practical steps you can take to manage your finances ethically and effectively
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this conversation, John Harcar interviews Cacey Stone about his journey in real estate, focusing on note origination and owner financing. Casey shares his experiences flipping houses, the challenges he faced, and how he transitioned to providing financing for families who cannot qualify for traditional loans. He discusses the importance of understanding property values, the crazy stories from his flipping days, and his current business model, which includes holding properties and selling them through notes. The conversation highlights the ethical considerations in real estate investing and the satisfaction of helping families achieve homeownership. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Tim Smith, the founder and CEO of Aura Private Wealth, shares insights on financial literacy, fraud prevention, and wealth management for high net worth individuals as well as everyday investors. He discusses the devastating impact of fraud within his company and provides strategies to identify and avoid financial fraud.Connect with Tim WebsiteLinkedInWorldwise Capital LinksInstagramYoutubeWebsitePrivate Community AccessStrategy Session
How Can Marketing Automation and AI Transform Your Small Business? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt interviews Chris Troka, founder of Focused-Biz, a marketing and automation agency helping small businesses access the same powerful tools and resources as large corporations. Chris Troka shares his entrepreneurial journey from running an award-winning wedding DJ business to pivoting during COVID-19 to launch Focused-Biz, a marketing and automation agency. With a background in marketing and a passion for helping small businesses compete with larger corporations, Chris explains how he's leveraging AI and marketing automation to level the playing field for entrepreneurs and solopreneurs. 5 Key Takeaways → Marketing expertise is often what business owners lack most - they may excel at their craft but struggle with marketing and sales fundamentals. → When optimizing websites, focus on customer experience rather than keyword stuffing - reducing friction in the buyer's journey is essential. → AI tools can dramatically improve content creation, personalization, and customer service efficiency without requiring deep technical knowledge. → B2B (business-to-business) sales cycles typically take 8-15 months, while B2C (business-to-consumer) decisions happen within 3-4 weeks - requiring different marketing approaches. → Business owners don't need to understand everything about new technologies - partner with experts who can guide implementation while you focus on your core business. Quotes from Chris "I see AI as another great tool. The more training that we put into it, the better it will be... With that shift and disruption in the labor market, that just becomes a new opportunity for people to learn a new skill." How to Connect with Chris LinkedIn: Christopher Troka Website: focused-biz.com and christroka.com Podcast: "Brain Work Framework" - available on all podcast platforms Facebook Group: Join Chris's Facebook Community for entrepreneurs interested in sales, marketing, automation, and AI Learn more about your ad choices. Visit megaphone.fm/adchoices
Is your constant desire for continued learning actually holding you back from financial freedom?It's possible that your are stuck in a cycle of constant learning without real progress—and you jump from strategy to strategy without giving anything time to work—this episode is for you. Many wealth journey and F.I.R.E seekers fall into the trap of chasing new ideas but never letting compounding take its full effect. It's time to flip that script and make your learning work for you.In this episode, you'll discover:The two biggest missteps wealth builders make when trying to gain momentumHow to balance exploration and execution using a “20% rule” without sabotaging your core strategyA simple mindset shift to finally move from idea collection to meaningful action and real resultsHit play now to stop spinning your wheels and start building sustainable wealth with focused, intentional strategies.Ready to take a deep dive and learn how to generate personal tax free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereDiscover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle if you've been……taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial independence requires smart planning, especially when it comes to growing your net worth and generating passive income. We explore conservative leverage strategies such as the Smith Maneuver to convert non-tax deductible interest on your primary mortgage to tax deductible interest as well as conservative leveraged life insurance strategies including immediate financing arrangements (IFA). For business owners, navigating the complexities of corporate structures, tax implications, and investment strategies can feel overwhelming. From understanding capital gains rules to leveraging life insurance for wealth optimization, the right approach can transform your financial future. By aligning your strateReady to connect? Text us your comment including your phone number for a response! Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.
“Want to find the real investment gems? Start here.” In this episode, Jaspreet reveals the Investment Trio—three key steps that help you uncover hidden opportunities and grow real wealth without falling for the hype: Why being financially prepared matters more than chasing the next hot stock How financial education helps you avoid rookie mistakes (and fake deals) Where to look for upcoming trends before they go mainstream The simple system to start investing—even if you're not rich Examples from the obesity drug market and sports betting boom The difference between looking rich and building wealth Most people wait for the perfect time to invest. Smart investors? They prepare, study, and pounce when the time is right. Learn how to do the same. Want more financial news? Join Market Briefs, my free daily financial newsletter: https://www.briefs.co/market Below are my recommended tools! Please note: Yes, these are our sponsors & advertisers. However, these are companies that I trust and use (or have used). The compensation doesn't affect my recommendations or advice. That being said, you should always do your own research & never blindly listen to a random guy on YouTube (or a podcast). ---------- ➤ Invest In Stocks Passively 1) M1 Finance - Buy stocks & ETFs automatically: https://theminoritymindset.com/m1 ---------- ➤ Life Insurance 2) Policygenius - Get a free life insurance quote: https://theminoritymindset.com/policygenius ---------- ➤ Real Estate Investing Online 3) Fundrise - Invest in real estate with as little as $10! https://theminoritymindset.com/fundrise ----------
Could Your Business Benefit From Crowdfunding Beyond Kickstarter? In this episode of "Grow Your Business & Grow Your Wealth," Gary Heldt interviews Paul Jossey, principal attorney at Jossey, PLLC, who specializes in investment crowdfunding. Unlike traditional crowdfunding platforms like Kickstarter or GoFundMe, Paul focuses on securities crowdfunding (Regulation CF), which allows businesses to raise capital by offering investors actual securities - whether equity, debt, or revenue share opportunities. This revolutionary funding avenue, which went live in 2016, enables businesses to turn their customers into investors and create a movement around their brand. Key Takeaways → Securities crowdfunding differs from platforms like Kickstarter in that it offers investors actual securities (equity, debt, or revenue shares) regulated by the SEC, creating investor-customers who are financially invested in your success. → The crowdfunding campaign approach turns your company into a "movement" with loyal customers who become investors and ambassadors for your brand, compelling for B2C businesses. → Anyone can invest in crowdfunding opportunities (not just accredited investors), with statutory limits based on income protecting smaller investors while allowing broader participation. → A successful crowdfunding raise requires the business owner to be the primary salesperson, actively engaging their existing network first before expanding outward - the campaign won't succeed by simply posting online. → The timeline from preparation to launch typically takes 30-45 days (working with financial and legal professionals), with campaigns ideally running for no more than 3 months to maintain momentum. Notable Quotes "You turn your company into a movement. You get people that are not just a loan officer, but a bunch of people who want to see you do well." - Paul Jossey "This is a campaign. It is not easy, and you can't just throw something on the internet and people will come. I don't care if you are the next Steve Jobs, it does not matter." - Paul Jossey How to Reach Paul Jossey Website: The Crowdfunding Lawyers LinkedIn: Paul Jossey | LinkedIn Free Consultation: Schedule a free 30-minute consultation through his website Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Tanya Taylor, author, TedX speaker and Founder of Grow Your Wealth about changing the way we think about money and growing your wealth.In this episode we discussed:Dreams to Disability.Every woman can take control of their money.Don't be fearful.Why we need to shift our mind completely about our money stories.Align our spending with our goals.The importance of a safety net with the right amount of disability insurance. Tanya Taylor, CPA, MBA. With over two decades of helping people improve their financial lives, Tanya is on a mission to stop the cycle of poverty and build generational wealth. She is an author, TEDx speaker, and the founder and CEO of Grow Your Wealth. This financial education platform empowers women to achieve confidence in managing their finances so that they can retire worry-free. Tanya infuses her knowledge from learning and teaching about wealth building, wealth with her 24 years on Wall Street in the banking and insurance industries. She has been featured in publications such as Business Insider and Black Enterprise, sharing her story from an undocumented immigrant as an impoverished Jamaican traveling to the U.S. alone at 16 to capitalizing on the opportunity to build wealth and changing the trajectory of her and her family's lives. Tanya's core belief relies on the balance of wealth building and personal goals, in which she continues to jet-set the world with more than 60 countries visited.Connect with Tanya Taylor: WebsiteLinkedInInstagramTiktokFacebook GroupYouTubeBooks:Broke to Wealth: How To Build a Strong Financial Foundation, Implement Effective Strategies, and Sustain Financial Growth (Amazon)Broke to Wealth Companion Workbook: How to Build a Strong Financial Foundation, Implement Effective Strategies, and Sustain Financial Growth (Amazon)Limitations To Limitless: Seven Proven Strategies to Protect Your Finances From Life's Curveballs (Amazon)Your Roadmap to 850: The Ultimate 6-Step Guide to a Perfect Credit Score (Amazon)Mentioned in this episodeThe Power of Compound Interest - The Get Ready Money Podcast (here)IRS Tax Withholding Estimator (W-4 calculator and information)CNBCMarket WatchMotley FoolNerdwalletSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
In this episode of The She Believed She Could podcast, host Allison Walsh sits down with financial strategist Michelle Taylor, founder of Women in Wealth, to talk about the keys to financial empowerment for ambitious women. Michelle shares expert advice on wealth-building, tax strategies, investment planning, and estate protection, helping you take control of your financial future. Whether you're a business owner, executive, or someone ready to make smarter money moves, this conversation will give you the tools to build lasting wealth, gain financial confidence, and create a legacy that lasts for generations.
Today's guest is Janine Firpo, an accomplished speaker, author, and entrepreneur who consistently challenges gendered norms in the finance world. She joins us to chat about impact investing and how aligning your investing with your values is key to feeling empowered on your money journey. We chat about the stigmas facing women as investors and ways to begin growing wealth that don't sacrifice your ethics and your morals. This is such a timely episode for this current political climate so we couldn't be more thrilled to share Janine with you all. Enjoy! In this episode, we chat about: Impact investing The importance of money conversations Women and investing power MENTIONED IN THIS EPISODE: Empowered Money Academy As you Sow, Invest Your Values Activate Your Money book CONNECT WITH TODAY'S GUEST: Today's guest is JANINE FIRPO an accomplished speaker, author, and social entrepreneur, with a long history of working at the intersection of women and their money. From the early years of Apple to senior positions with HP, the World Bank, and the Bill & Melinda Gates Foundation, Janine has always found herself making an impact. She is the author of Activate Your Money: Invest to Grow Your Wealth and Build a Better World and the co-founder of Invest for Better, a nonprofit that is catalyzing a movement in which millions of professional women are educated, enabled, and empowered to activate the power of their money for themselves and for the world. In 2024, Forbes named Janine one of “50 Over 50” female leaders who continue to make an impact later in life. LinkedIn Invest for Better Membership ABOUT PRICE OF AVOCADO TOAST: Listen in with Haley and Justin Brown-Woods, married millennials picking up the pieces from the financial fiasco they created as a young couple. They want to normalize conversations about money and learn from others on the path towards financial empowerment. Whether you are just getting started on your debt-free journey, or if you are really starting to hit your stride, this podcast is for YOU! Join weekly as they interview some others who have done it the right way, the wrong way, and every way in between. Avocado toast may cost a pretty penny, but that doesn't mean it can't be in your budget! FIND HALEY AND JUSTIN ONLINE + SOCIAL MEDIA HERE: Join Empowered Money Academy priceofavocadotoast.com Price of Avocado Toast Instagram Price of Avocado Toast Twitter Price of Avocado Toast Threads Price of Avocado Toast on TikTok Price of Avocado Toast Facebook Join the Price of Avocado Toast Newsletter OTHER LINKS: Apply for 1:1 Coaching With Haley & Justin Schedule a Budget Builder call with Haley & Justin Price of Avocado Toast customizable 12 month budgeting template RECOGNITION: Audio engineer: Garrett Davis
Are You Ready to Transform Your Business with Tech-Enabled Accounting Solutions? In this episode of Grow Your Business & Grow Your Wealth, guest host Eli Mizrahi speaks with Lucas Matson, founder of LDC Financial and former Deloitte Tax professional. Lucas shares his journey from corporate accounting to entrepreneurship, offering valuable insights into modern accounting practices, the cannabis industry, and how technology reshapes financial services. Drawing from his extensive experience with major tech companies and M&A transactions, Lucas provides a unique perspective on building a location-independent practice while maintaining high professional standards. Key Takeaways: → The accounting industry is evolving toward tech-enabled solutions, with automated tools reducing the need for large departments while maintaining accuracy and compliance. → Starting at a big accounting firm provides invaluable experience and expertise that can be leveraged to serve diverse clients effectively as an independent practitioner. → Cannabis industry accounting presents unique challenges due to complex regulations and tax codes (like 280E), requiring specialized knowledge and careful structuring of financial statements. → Digital nomad entrepreneurship is possible in accounting, but proper system and technology setup is required to maintain efficient operations while working remotely. → Small businesses should prioritize proper accounting setup from the start. Investing in professional CPA services early can prevent costly mistakes and provide better financial insights. Notable Quotes from Lucas: "Don't let the tax tail wag the dog. You have to do what's best for your business. You shouldn't have less active control." "If you're trying to start a business and you're serious about it, make sure you're properly capitalized, and bring in a CPA to be your partner because a CPA will be invaluable to you." Connect with Lucas Matson: Website: https://www.ldc.financial/ Email: lucas@LDC.financial Learn more about your ad choices. Visit megaphone.fm/adchoices
Ever wondered how to build a successful business empire? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with John Hewitt, a serial entrepreneur and franchising expert who has founded two of the top 100 retail brands in the country, including Jackson Hewitt and Liberty Tax. John shares his journey from building his first tax software for an Apple computer in 1981 to creating Loyalty Brands, a company with eight franchises in various industries. He discusses the common mistakes people make when getting into a franchise and the importance of following the system. John also talks about the importance of culture, attitude, and perseverance in achieving success as a franchisee. Key Takeaways: → John Hewitt, founder of Jackson Hewitt and Liberty Tax, shares his journey and insights on building successful franchises. → John emphasizes the importance of following the franchise system, stating that those who deviate often face challenges. → He highlights the significance of culture, attitude, and drive in achieving success as a franchisee. → John discusses the importance of perseverance and hard work in overcoming obstacles and achieving long-term success. → He shares his mission of having fun, improving lives, and creating opportunities for others through franchising. Quotes from guest: “My job as a franchisor is to give you the best system in the industry, and I've been doing that for 55 years, so that's what my expertise is.” “The journey is the joy, the the payment at the treasure at the end of the rainbow is anti climatic.” Visit website: https://loyaltybrands.com/ Relevant hashtags: #franchising #entrepreneurship #businesssuccess #loyaltybrands #podcastinterview Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Jack Bosch Show, Jack sits down with seasoned commercial real estate investor Ben Reinberg to discuss wealth-building through hard assets. Ben shares insights from his new book, Hard Assets and Hard Money for Hard Times, diving into why investing in medical real estate, multifamily properties, and other hard assets is key to financial security. They explore strategies for young and seasoned investors alike, the impact of AI on real estate, and why passive investment can be a game-changer.
In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Eli Mizrahi, President of Pacific Group Advisors and a seasoned fiduciary with over 40 years of experience in financial planning. Eli shares his personal journey into the world of finance, inspired by his parents' retirement challenges, and the lessons he's learned helping families navigate complex financial decisions. He provides valuable insights on retirement planning, investment strategies, wealth preservation, and long-term care solutions. Key Takeaways: → The importance of starting financial planning early, regardless of age or income. → Common mistakes people make in retirement planning include not having a plan, not considering long-term care, and not preparing for contingencies like taxes and market downturns. → Strategies for retirement planning include maximizing tax-advantaged accounts like 401(k)s and IRAs, considering insurance options with living benefits, and diversifying investments to protect against market volatility. → Long-term care planning is crucial, with 7 out of 10 people likely needing some form of care in their lifetime. Options like specially structured universal life insurance can provide living benefits for care needs. → Social Security planning is essential, including understanding when to start collecting benefits to maximize your income. Quotes from Eli → "Retirement is when you have more income than expenses, if you can get there young, great." → "Most people spend more time planning a two-week vacation than they spend on preparing for a 20-30 year retirement." More from Eli Mizrahi: Eli Mizrahi, President of Pacific Group Advisors, is a seasoned fiduciary with over four decades of experience in financial and estate planning. Inspired by personal experiences with his parents' retirement challenges, Eli is dedicated to helping families make informed financial decisions. His expertise spans retirement and income planning, investment strategies, wealth preservation, and long-term care solutions. Connect with Eli: (27) Eli Mizrahi | LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Ever wondered why some financial advisors insist everyone needs a trust, even if you're not wealthy? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Katherine Sheehan, Managing Director and Wealth Strategist at Crestwood Advisors LLC. With nearly 30 years of experience in estate planning, Katie shares her expertise on why everyone needs an estate plan, regardless of their wealth level, and breaks down common misconceptions about trusts and estate planning. Key Takeaways: → Estate planning is not just for the wealthy - everyone needs essential planning documents, including a will, revocable trust, power of attorney, and healthcare documents. → Revocable trusts offer multiple benefits, including probate avoidance, protection for minor children, and flexibility in asset management while maintaining complete control. → Don't let cost concerns prevent proper estate planning - while fees vary by location and complexity, the cost of improper or no planning can be much higher for families. → Healthcare documents (healthcare proxy, HIPAA authorization, living will) and power of attorney are essential for life planning, not just end-of-life planning. → Long-term care planning may involve special trusts and strategies like Medicaid trusts or life estate deeds, which require careful consideration of five-year lookback periods. Quotes from Katie: "Everyone needs estate planning, whether you have $2 or $200 million. Let's just talk about what you need and why you need it." "Life is uncertain. We want to protect our beneficiaries from themselves, from their creditors, from their potential spouses..." More from Katherine Sheehan: Katherine Sheehan is the Managing Director and Wealth Strategist at Crestwood Advisors LLC. With almost three decades of experience in estate planning, she helps families develop comprehensive estate plans that protect their assets and loved ones. Contact: ksheehan@crestwoodadvisors.com Website: https://www.crestwoodadvisors.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Kevin Quinn, Founder and President of Legacy Counsellors, P.C., an estate and business planning law firm. Kevin discusses the importance of estate planning and generational wealth, explaining his unique "My Family, My Wealth" process, which helps families understand and plan for their wealth. Key Takeaways: → Estate planning is not just about taxes but also about the impact of wealth on a family. → The "My Family, My Wealth" process helps families understand their wealth and its role in their lives. → Open communication about wealth and family values is crucial for successful estate planning. → Family meetings are essential for discussing and planning wealth transfer. → It's never too early to start planning for the future of your family's wealth. Quote from Kevin: "What we hope our inheritance does is create a little bit of a fallback, a little bit of a safety net." "The half a million dollar dollars that that I leave to my daughters is just as important as the half a billion dollars that someone else leaves to their daughters." More from Kevin Quinn: Founder and President of Legacy Counsellors, P.C. Creator of the "My Family, My Wealth" process Website: https://legacycounsellors.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you maximizing efficiency and user adoption in your IT projects? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with David Luria, author of "The Failure of I.T. Project Management: Why It's Broken and How to Fix It With 11 Ironclad Requirements You Have Never Heard Of." David shares his expertise on how to avoid costly IT project failures and ensure successful implementation. Key Takeaways: → The biggest mistake in IT projects is misalignment between business and IT objectives. → Define "adoption requirements" to ensure transparency and successful user onboarding. → Focus on "ready, willing, and able" users who understand the why, impact, and training needed for the new system. → AI tools like ChatGPT can help businesses with content generation, strategic thinking, and even automating tasks. → Re-skilling and prompt engineering are crucial to stay relevant in the evolving job market. More from David Luria: David's groundbreaking book, The Failure of I.T. Project Management: Why It's Broken and How to Fix It With 11 Ironclad Requirements You Have Never Heard Of, offers a people-centric approach to IT project planning. His work focuses on solving the challenges that often derail enterprise software rollouts, such as low user adoption and inefficient onboarding processes. In addition to his role as a tech executive, David is a sought-after speaker and consultant, sharing his insights on how companies can transform their IT operations with practical, user-focused solutions. Connect with David on LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you paying too much for healthcare? This episode will change how you think about employee benefits! Summary: In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Louis Bernardi, founder of Bright Path Benefits and known as The Benefits Whisperer. Louis shares his decades of experience in the healthcare benefits industry, helping business owners navigate high costs, complex regulations, and alternative healthcare solutions. From debunking myths about the Affordable Care Act to highlighting strategies like direct primary care, self-insurance, and telemedicine, Louis explains how business owners can provide top-tier benefits without breaking the bank. He also discusses his initiative, Benefit Champions Network, which empowers HR leaders and business owners with knowledge to make smarter decisions. Key Takeaways: → The hidden costs of traditional healthcare plans and how insurers profit. → Alternative healthcare models that provide quality care at a lower cost. → The power of direct primary care, telemedicine, and minimum essential coverage. → Why self-insurance might be a game-changer for some businesses. → How businesses can reduce healthcare costs by 20-25% while improving benefits. Louis C. Bernardi, CHFC®, CHVA, is the Founder of BritePath and "The Benefits Whisperer." He helps businesses cut healthcare costs by 20-30% while improving employee benefits. As a Certified Health Value Advisor and Healthcare Fiduciary Coach, he creates cost-effective, compliant health plans with CFOs and HR leaders. Through his podcast, LinkedIn newsletter, and Benefit Champions Network, Louis educates employers on navigating the healthcare system to enhance financial and human capital outcomes. Learn more about your ad choices. Visit megaphone.fm/adchoices
Want to learn how to turn debt into wealth and achieve financial freedom? Discover alternative financial solutions and tax-efficient strategies with CFP, Mark Willis. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his incredible journey from struggling with student loan debt to becoming a financial expert who helps clients find more predictable and secure ways to reach their financial goals. Key Takeaways: Mark's personal experience with overcoming six-figure student loan debt and discovering a path to financial freedom. The importance of having a financial plan and seeking guidance from a qualified professional. Understanding alternative financial solutions and tax-efficient strategies that can help you achieve your goals faster. How to regain control of your financial future and make informed decisions about your money. The role of mindset and discipline in achieving financial success. Quote from Mark Willis: "You are perfectly designed to achieve the results you're currently achieving. Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you a professional or small business owner feeling overwhelmed by your finances? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Alvin Carlos, CFP®, CFA, Managing Partner of District Capital, a fee-only financial planning firm. They discuss the importance of a holistic approach to financial planning, focusing on tax efficiency, retirement planning, and debt management. Key Takeaways: → Financial planning is not just about investments; it's about aligning your money with your values and goals. → Tax planning is crucial for maximizing wealth and should be integrated with your overall financial plan. → Retirement planning requires a long-term perspective and a disciplined approach to saving and investing. → Managing debt effectively is essential for financial freedom, and there are strategies to minimize its impact. → Working with a fee-only fiduciary advisor ensures you receive unbiased advice in your best interest. More from Alvin Carlos: Alvin Carlos, CFP®, CFA, is the Managing Partner of District Capital, a fee-only financial planning firm based in Washington, D.C. His firm specializes in helping professionals and small business owners maximize their money through comprehensive financial planning and investment management. With a focus on reducing taxes, retirement planning, and debt management, Alvin's team provides clear, actionable advice. As a fiduciary, Alvin's approach is entirely client-focused, offering unbiased financial guidance without commissions. Learn more about your ad choices. Visit megaphone.fm/adchoices
Want to grow your wealth through real estate without the headaches of flipping or managing rentals? Private lending could be your path to passive income and financial freedom!
We're back with part two of our Empowered CEO Series, and this time, we're diving into how to strategize like a CEO in your calligraphy business. If you're a creative business owner who is ready to shift from simply creating beautiful work to making strategic, CEO-level decisions that drive business growth, this episode is for you!In this episode, we talk all things business strategy - from big-picture vision planning to using financial data to make smarter decisions. We'll talk about how to understand and leverage your profit and loss statement (P&L), make data-driven decisions, and focus on your zone of genius so you can build a thriving, sustainable business.Plus, we're sharing personal experiences, practical frameworks, and real-life examples to help you align your goals with your daily actions. Because being the leader of your business isn't just about working harder—it's about working smarter.What You'll Learn in This Episode:Big-Picture Thinking: How to create a strategic vision for your calligraphy business and stay focused on long-term growth.Understanding Your P&L and Other Key Data Points: Why knowing your numbers is key to making confident, data-driven decisions as an empowered CEO.Optimizing Your Strengths: How to maximize your zone of genius and delegate or streamline the rest.If you're ready to stop guessing and start making more intentional, informed decisions as a business owner, grab a notebook (and your favorite latte) and tune in!
Are you ready to revolutionize your retirement planning? This episode dives into actionable strategies business owners can use to optimize benefits and ensure a secure future. Intro: In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with James LaFleur, a senior plan advisor with Sentinel Group. James brings over 20 years of expertise in retirement planning, offering insights into innovative financial solutions and critical strategies for business owners to maximize their retirement plans. Key Takeaways: → The importance of fiduciary responsibility in managing retirement plans. → How to leverage tax benefits from the Secure 2.0 Act. → Why cash balance plans are a powerful option for small businesses. → Common mistakes business owners make in retirement planning and how to avoid them. → The future of retirement planning and emerging trends. More from James LaFleur: Bio: James LaFleur is a retirement planning expert with extensive experience advising businesses and individuals on creating optimized financial futures. Website: Sentinel Group LinkedIn: James LaFleur LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices
Divorce can be a complex and emotionally charged process, especially when it comes to finances. In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt speaks with Melissa Murphy Pavone, a Certified Financial Planner and Certified Divorce Financial Analyst. They discuss the common financial pitfalls of divorce, how to protect yourself financially, and the importance of financial communication in a relationship. Key Takeaways: → Understand the tax implications of dividing different assets during a divorce. → Consider the impact of divorce on business ownership, including valuation and cash flow. → Ensure you have adequate life insurance coverage to protect your financial future in case of a spouse's death. → Address health insurance coverage and costs as part of your divorce settlement. → Engage in open financial communication with your spouse to avoid potential conflicts and ensure both partners are informed. More from Melissa Murphy Pavone: Connect with Melissa: https://mindfulfinancialpartners.com/ https://tidycal.com/mindfulfinancialpartners https://www.linkedin.com/in/melissamurphypavone/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you prepared to navigate the complexities of elder law and estate planning? Discover essential insights that could save your family from costly mistakes. Summary In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Richard Miller, a highly respected Certified Elder Law Attorney. Richard dives into the critical aspects of elder law, including asset protection, Medicaid planning, and probate litigation. He shares practical advice, real-life stories, and strategies to help families make informed decisions while preserving dignity and financial stability. 5 Key Takeaways → Planning ahead ensures your assets are used to support you and your spouse with dignity and autonomy. → Understand the difference between probate and non-probate assets to avoid unexpected pitfalls. → Beneficiary designations are crucial; they often determine where assets go, regardless of a will's intentions. → Trusts, both revocable and irrevocable, play significant roles in asset protection and estate planning. → Complex family dynamics, like second marriages or estranged family members, require thorough estate planning to avoid disputes. 2 Quotes from Richard Miller "Planning isn't just about money; it's about dignity, autonomy, and making choices that matter in the final years of life." "The biggest mistake people make in estate planning is overlooking beneficiary designations—they can make or break your entire plan." How to Reach Richard Miller Richard Miller is the Chair of the Elder Law Department at Mandelbaum Barrett. Licensed in New Jersey, New York, and Colorado, he offers nationwide elder law and estate planning services. Email: RMiller@MBLawFirm.com Phone: 973-243-7916 Learn more about your ad choices. Visit megaphone.fm/adchoices
Did you know that 90% of life insurance policies lapse or are surrendered, leaving untapped value behind? In this episode, discover how life settlements can unlock hidden wealth. Episode Overview In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Adam Lippman, Executive Vice President of Sales and Marketing Operations at Lighthouse Life and Director of Consumer Insights for Harbor Life Settlements. With over 20 years in the life settlement industry, Adam shares insights into how policyholders can maximize the value of their life insurance policies on the secondary market. Key Takeaways → Life settlements explained: selling policies for more than their surrender value. → Understanding policy underwriting and health projections. → Regulatory protections and ensuring ethical transactions. → Leveraging AI to streamline the life settlement process. → How to find a reputable buyer and avoid common mistakes. More from Adam Lippman "Most people don't know they can sell their life insurance policies. It's a hidden opportunity." "Life insurance is often the second-largest asset people own after their home, yet it's rarely utilized effectively." Guest Bio Adam Lippman is a seasoned founder and executive in the life settlement industry, having facilitated over 1,000 transactions with a combined face value of more than $1 billion. He is passionate about educating consumers and advisors on maximizing policy value. Connect with Adam: Harbor Life Settlements https://www.lighthouselife.com/company/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Are you unknowingly losing money through "financial termites"? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt speaks with Jude Wilson, founder of Centrist Financial Strategies. Jude shares his journey from corporate America to entrepreneurship, discusses the principles of comprehensive financial planning, and highlights critical strategies for tax efficiency and risk management. Key Takeaways: → Why comprehensive financial planning beats the transactional approach. → Understanding "financial termites" and how to combat them. → The importance of tax diversification and strategies for creating tax-free money. → Avoid costly mistakes with retirement account titling and beneficiary updates. → Proactively preparing for tax changes in 2026 and beyond. More from Jude Wilson: Website: Centris Financial Strategies Additional Resources: The Tax Bomb Podcast: The Roth Guy Learn more about your ad choices. Visit megaphone.fm/adchoices
YMYW friends, welcome to 2025. Today on Your Money, Your Wealth® podcast number 511, we're revisiting your favorite topics of 2024 as Joe Anderson, CFP® and Big Al Clopine, CPA spitball on strategies for building up tax-free retirement income in Roth accounts, determining your appropriate mix of taxable, tax-deferred, and tax-free savings (also known as tax diversification), and whether YMYW viewers and listeners can retire as soon as possible. Access free financial resources and the episode transcript: https://bit.ly/ymyw-511 DOWNLOAD the 2024 Key Financial Data Guide for free CALCULATE your Free Financial Blueprint SCHEDULE your Free Financial Assessment ASK Joe & Big Al for your Retirement Spitball Analysis SUBSCRIBE to YMYW on YouTube DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter LISTEN to the Best of the YMYW Podcast 2021, 2022, 2023 LISTEN to the Top Funniest Moments from the YMYW Podcast Vol. 1, Vol. 2 Timestamps: 00:00 - Intro: This Week on the YMYW Podcast 00:59 - Can We Afford to Spend $120k/Year Inflation Adjusted in Retirement? (Joe & Angelina Jolie, Strawberry Plains, TN) From ep. 503: YMYW Most Plays in 2024 on Apple Podcasts, YMYW Most Streamed in 2024 on Spotify 08:14 - Can I Contribute to My Wife's Roth IRA? Can I Max Out Multiple Roth Accounts? Should We Do Roth Conversions? (Theodore & Louise, Seattle, WA) From ep. 504: YMYW Most Consumed in 2024 on Apple Podcasts, YMYW Most New Subscribers in 2024 on YouTube 15:21 - Download the 2024 Key Financial Data Guide for free. Subscribe to the YMYW podcast, the YouTube channel, and the YMYW newsletter, and get the 2025 guide as soon as it's released! 16:46 - We Want to Retire As Soon as Humanly Possible. Brokerage vs. Solo 401(k) for Surplus Funds? (Ricochet J, CO) From ep. 505: YMYW Most Engaged Listeners in 2024 on Apple Podcasts, YMYW Most Listeners in 2024 on Spotify 31:05 - How Much Money Do We Need to Retire ASAP? (Barney and Betty, NE New Jersey) From ep. 493: YMYW Most Engaged Listeners in 2024 on Amazon Music 44:20 - Calculate your Financial Blueprint, Schedule a Financial Assessment 45:39 - Ed Slott: How Much Money Can You Save in Taxes With Good Tax Planning? What About People Who Don't Have the Money to Pay the Tax on a Roth Conversion? From ep. 489: YMYW Most Views & Watch Time in 2024 on YouTube 51:51 - Tax Diversification General Guidelines? (Brian, Naperville, IL) From ep. 468: YMYW Most Downloaded Across All Podcast Platforms in 2024 57:33 - Andi's Favorite Derail of 2024: Clark & Ellen Griswold, Tuktoyaktuk reading Derail from ep. 498 1:01:07 - Outro: 2024 YMYW Podcast Stats
Are your accounting books holding your business back? Discover how proper accounting can transform your business's success in this episode. In this episode of Grow Your Business & Grow Your Wealth, guest host Ed de la Rosa speaks with guest Susan Brill, an experienced accountant and business consultant with 20 years of expertise. Susan specializes in helping small and medium-sized businesses clean up accounting books, streamline workflows, and navigate complex financial challenges. From law firms to wealth management companies, Susan brings a wealth of knowledge and solutions to her clients. Key Takeaways: → Why proper bookkeeping is essential for business success. → Common accounting pitfalls and how to avoid them. → The cost of poor bookkeeping and the ROI of getting it right. → How Susan transformed a struggling business with over $100,000 in errors. → Practical tips for building trust with financial professionals. More from Susan Brill: Susan Brill is a seasoned accountant with over two decades of experience in various industries. She has helped businesses overcome bookkeeping challenges, improve financial transparency, and easily prepare for audits. Susan earned her Bachelor of Arts in Communications from Bowling Green State University. Learn more about your ad choices. Visit megaphone.fm/adchoices
What does it take to craft branding and messaging that truly stand out? In this episode of Grow Your Business & Grow Your Wealth, host Gary Heldt dives into impactful strategies with Glenn Rudin, The Message Master. Learn how to define your Unique Selling Proposition, create memorable elevator pitches, and build a brand that resonates with customers for long-term success. Key Takeaways: → How to identify and articulate your Unique Selling Proposition (USP). → The importance of clear, concise messaging in making lasting first impressions. → Tips for creating a memorable elevator pitch that engages customers. → Strategies for aligning your branding with your business values and goals. → Lessons from Glenn's experience developing and selling over 250 products to major retailers. → Why consistent branding is crucial for long-term business growth. More from Glenn Rudin: Website: alwaysbeencreative.com Learn more about your ad choices. Visit megaphone.fm/adchoices
What are the secrets to scaling your business and leading with impact? In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt dives into these topics with Rebecca Macieira-Kaufmann, an accomplished business leader and author. Rebecca shares practical strategies for growth, hiring the right teams, and managing risks to achieve long-term success. Key Takeaways → The importance of focus when scaling a business and avoiding distractions. → Why hiring for both aptitude and attitude is key to building high-performing teams. → Steps to identify and mitigate business risks effectively. → Insights from Rebecca's book FitCEO on maintaining balance and resilience as a leader. → How to develop clear roles and responsibilities to support growth and harmony in founder-led businesses. More from Rebecca Macieira-Kaufmann Website: RMKGroupLLC.com Book: FitCEO: Be the Leader of Your Life FitCEOBook.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Check out this episode wherever you like to listen or watch podcasts! Episode Page: https://vinneychopra.com/podcast/ Youtube: https://youtu.be/JiGIXADjei8 Spotify: https://spoti.fi/423B4fz iTunes: https://apple.co/3tQ9Tsf —— Connect, Invest & Learn with Vinney: https://vinneysbizcard.com FREE BOOKS HERE: https://vinneychopra.com/freebenefits/ JOIN MY FREE WEBINARS: https://www.eventbrite.com/o/vinney-chopra-91176286423 -----
In this episode, we're joined by Pascal Wagner, founder of Grow Your Cashflow, to explore the untapped potential of private investments. Pascal breaks down how real estate syndications and alternative investments can help investors achieve financial freedom by creating consistent, passive income streams. We dive into the strategies behind identifying lucrative private investment opportunities, the critical role of due diligence, and how these investments can reduce reliance on traditional W-2 income. Pascal also shares insights from his Cashflow Academy, where he helps investors navigate the world of private investments and build a diversified portfolio for long-term wealth. If you've ever wondered how private investments can unlock new levels of financial security and freedom, this episode is packed with actionable insights to help you start or scale your investment journey. RESOURCESDo you need financing for your next home or investment property purchase? Click HERE to schedule a pressure free consultation call with our personal mortgage lender Travis David of CMG Home Loans. He will help assess your current situation and will work with you to map out a plan for the future! ** Looking to buy real estate WITHOUT bank loans, credit, or significant cash? Click HERE to schedule a call with creative finance coaches Jenn and Joe DelleFave. **If you enjoy the show, please leave us a review on Apple Podcasts or Spotify! It takes less than a minute and makes a huge difference in helping us land high profile guests to best serve our audience. Previous Guests Include:Brandon Turner, Tarek El-Moussa, David Greene, Tony J. Robinson, Mike Ayala, Jamie Gruber, Robert Croak, Mark Simpson, Chad “Coach” Carson, Heather Blankenship, Tim Bratz, J. Scott, Matt Faircloth, Michael Elefante, Devon Kennard, Paula Pant, Jake Harris, and Avery CarlSocial Channels:Instagram: instagram.com/wealthjuiceofficialYouTube: youtube.com/@wealthjuiceofficial**Disclaimer: The information provided on this podcast is for educational and informational purposes only. It should not be considered as financial advice or a recommendation to buy or sell any financial instrument or engage in any financial activity. The content presented here is based on the speaker's personal opinions and research, which may not always be accurate or up to date. Financial markets and investments carry inherent risks. Individuals should conduct their own research and seek certified professional advice before making any financial decisions. The links in the episode descriptions may include referral or affiliate commissions, and we may receive compensation from partner websites.
Tanya Taylor on Building Generational Wealth Join Tanya Taylor, financial expert and CEO of "Grow Your Wealth," as she reveals key strategies for achieving financial success. Discover how to overcome limiting beliefs, set realistic financial goals, and implement effective systems for wealth building. From budgeting tips to long-term planning, Tanya provides actionable advice for protecting and growing your wealth. Tune in to learn how to take control of your finances and secure a brighter financial future.
Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD
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