Podcasts about financial freedom

Building and selling a company is hard—but managing wealth afterward is a completely different challenge.Jay Jacobs knows this firsthand. An OG member of The Lifestyle Investor Mastermind, and my very first Private Client, Jay founded RAPID Manufacturing in 2001 and grew it over 17 years into the world's largest prototype sheet metal manufacturer and the second-largest prototype CNC machining business. RAPID's success was fueled by leveraging modern technology—and after selling the company for 9-figures, Jay launched Paperless Parts to give other manufacturers access to the same kinds of tools. Today, Paperless Parts is the #1 quoting and estimating software in manufacturing, with $25M ARR.But even with all that success, Jay faced a new reality after his exit: the skills that made him a world-class entrepreneur weren't the same ones he needed to protect and grow his wealth.As an entrepreneur, he was used to taking calculated risks, moving fast, and having full control over outcomes. As an investor, the rules were different—success meant slowing down, saying “no” more often than “yes,” and trusting others to be good stewards of his capital. The optimism and risk tolerance that served him in business could quickly become liabilities in investing.In this conversation, he shares how he made that transition—building a passive income stream to replace his paycheck, creating guardrails to avoid costly mistakes, and designing a life filled with impact, travel, and passion projects. You'll hear the mindset changes that guide his decisions, the relationships that open up high-quality deal flow, and the lessons that can help you avoid the costly mistakes that wipe out fortunes.In this episode, you'll learn: 1.) Why the skills that build a company aren't the same ones that grow and protect wealth—and how to make the shift from entrepreneur to investor.2.) The strategy behind Jay's leap from a 9-figure exit to building a $25M ARR industry leader in manufacturing software.3.) The lifestyle design strategies Jay uses to turn passions into profitable ventures and create unforgettable life experiences.Show Notes: LifestyleInvestor.com/252Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Podcasting for Financial Professionals is one of the best ways to grow authority, attract new clients, and stand out in a crowded market. In this episode, we sit down with Virginia Elder, host of Podcasting for Financial Professionals and founder of Podcast Abundance, to explore how video podcasting, SEO for podcasts, and short-form video can help financial advisors and service providers scale their businesses.If you've ever wondered how to start a podcast that actually converts listeners into clients, Virginia shares her proven CRAFT framework for podcast growth: Content, Repurpose, Action, Feature, and Track. She reveals how to create podcasts that provide real solutions to your audience's questions—whether it's about financial marketing, building trust, or repurposing content into reels and shorts for more visibility.

Is money really the root of all evil, or is there more to the scripture? Kris Krohn, a financially free multimillionaire and devoted Christian, shares biblical insights on wealth and what it means to live righteously with money. Discover how financial prosperity and spiritual values can align instead of conflict. If you've questioned whether wealth is wrong, this episode brings powerful clarity.

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Fractional CFO for small business is what so many professionals are missing when they struggle with growth, endless stress, and not enough money left in the bank. In this episode, Avi Pinsky, US CPA and founder of Penske Consulting, explains how to fix your numbers, design a financial system that works for you, and finally achieve financial clarity.If you've ever searched for answers about cash flow management, revenue vs profit vs cash flow, or the Profit First method, this conversation delivers exactly what you're looking for. Avi specializes in being a business finance doctor for professionals like doctors, lawyers, and dentists—helping you build a practice that funds your lifestyle instead of draining it.

Are you stuck in analysis paralysis trying to buy your first rental property?

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're talking about how to earn a 12–18% return on your money to build lasting wealth and freedom.Tina Boyd is a seasoned real estate investor, private money lender, and founder of GRIT & Polish Coaching and Women Flipping the Script, a sisterhood empowering women through community, education, and strategic investing. After leaving her corporate career to focus full-time on real estate and lending, Tina now teaches women how to protect their capital, structure secure deals, and build wealth with confidence. She has been featured on multiple podcasts, including The Andrea Engstrom Show, The R.E.A.L. Moms Podcast, and Invest in Her, with a recorded episode of Crown & Keys coming soon. Tina will also be a featured speaker at the Coliving Summit in Atlanta, October 17–18, 2025, sharing her insights on confidence in private money lending. Her mission is simple: help women stop playing small and start stepping into their role as strategic leaders and empowered investors.Connect with Tina Here: https://www.facebook.com/groups/womenflippingthescripthttps://www.linkedin.com/company/gritandpolishwww.gritandpolishcoaching.comGrab the freebie here: Comp Calculator - https://mailchi.mp/gritandpolishcoaching/comp-calculator-freebie===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Schedule a Meeting with Joshua TODAY!Are you burning out trying to be the owner and the only salesperson in your hardscaping or landscaping business?In this episode, Joshua Gillow pulls back the curtain on what really holds most outdoor living pros back from scaling—fear of letting go of sales. If you've ever thought, “No one can sell like me,” or you're terrified a new salesperson will ruin your close rate or wreck your client experience, this episode is your wake-up call.You will:Learn why “doing it all yourself” is killing your growth (and your freedom)Discover the hidden dangers of hiring commission-only salespeople in this industryGet the exact mindset shift that allows you to train someone to sell for your company without losing controlListen now to find out how to finally step back from sales without sacrificing your standards—or your sanity.Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design

In this exclusive episode of Paisa Vaisa, we host Sanjay Dutt, MD & CEO of Tata Realty & Infrastructure Ltd. A true industry veteran, Dutt unpacks the dramatic evolution of the Indian real estate sector. He traces the market's growth from the pre-liberalization era of the 80s, where office space was a mere 20-30 lakh sq ft, to today's staggering 750 million sq ft of Grade-A space. The conversation covers key trends driving the market today, including the phenomenal growth of various sub-sectors like data centers, senior living, student housing, and industrial warehousing. Sanjay Dutt also shares his expert opinion on the future trajectory of the sector, the influx of global capital, and the crucial impact of regulatory reforms like RERA and the Insolvency and Bankruptcy Code. Pointers: ✔ Historical context: A look back at real estate before liberalization and its explosive growth since the 90s. ✔ Market segmentation: The expansion of the industry into diverse segments like co-living, data centers, and senior living. ✔ Geographic growth: Insights into how tier-1 cities are creating their own "tier-2" sub-markets and the potential for a more balanced growth across India. ✔ Investment vs. speculation: The difference between wealth creation and trading, and where to spot a potential bubble. ✔ Navigating the market: A detailed guide on what to look for when buying property, from freehold titles to developer reputation. ✔ Regulatory impact: The positive, life-changing influence of RERA and insolvency codes on transparency and investor confidence.From decoding your personal finances to demystifying business models, Paisa Vaisa delivers candid, insightful, and jargon-free conversations. Listen on Spotify, Apple Podcasts, Amazon Music, JioSaavn, Gaana & more Watch full episodes right here on YouTube Explore more at ivmpodcasts.comConnect with Anupam Gupta: Twitter: @b50 Instagram: @b_50 LinkedIn: Anupam Gupta Follow IVM Podcasts We’re @ivmpodcasts on Facebook, Twitter & InstagramSee omnystudio.com/listener for privacy information.

In this inspiring episode, Ambassador Elisha sits down with Amanda Cassar, Australian financial advisor, author of Financial Secrets Revealed, and founder of a global training program helping professionals identify and address financial abuse.   Amanda shares her powerful journey from living paycheck to paycheck to becoming a leader in financial planning. She opens up about:   • How investing in yourself changes your financial future   • Recognizing the red flags of financial abuse and breaking free   • Simple money tips for building security and wealth   • Why self-leadership is the foundation of lasting success   • Practical steps to stick to your financial goals without overwhelm   Amanda's story is a reminder that financial empowerment starts with knowing your numbers, living within your means, and leading yourself first.   Tune in now and learn how to take control of your money, protect your future, and create a life of freedom.   Reach Amanda:  https://amandacassar.com.au/ ... Want to be a guest on WITneSSes? Send Elisha Arowojobe a message on #PodMatch, here: https://www.podmatch.com/member/ambelisha     Elevate your business with Anastasia's expert consulting. Use code Elisha3 for an exclusive offer and transform your business today! https://resurrectionmentor.wixsite.com/so/42PDEPEB8?languageTag=en   Feel like something's missing? Start Living the Magical Life today. Buy Now: https://a.co/d/4sHrFx2     Amb. Elisha just published a transformational workbook, buy now: https://ambelisha.gumroad.com/l/Llaenlap

How can the financial disruption that comes with divorce lead someone to discover the path to financial freedom? In this episode, Jason and Eric talk with Kayla about how she did just that. Learn how a saving mentality and discovering the FIRE community in her 30s led our guest to the realization that early retirement was within her reach and how she achieved it. Show notes: https://twosidesoffi.com/kayla

Is an unrealistic portrayal of investing success holding you back? Mark and Shani talk through their investing journey and their realisation of how to reach their goals.A message from Mark and Shani: For the past five years, we've released a weekly podcast to arm you with the tools to invest successfully. We've always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We've shared our journeys with you, and you've shared back. We've listened to what you're after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.The book is currently in presale which is an important time to build momentum. If anyone would like to support this project you can buy the book now. Thanks in advance!Purchase from Amazon or Purchase from BooktopiaTo submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In this episode, Warren Ingram and Pieter de Villiers discuss discretionary investments, focusing on their flexibility and tax implications. They explore the concept of endowments as a hybrid investment option that combines features of retirement annuities and discretionary funds. The conversation delves into the tax benefits of endowments, particularly for high-income earners, and the strategic use of these investments for long-term financial planning. TakeawaysDiscretionary investments offer full flexibility and are fully taxable.Endowments provide a tax-efficient investment option for high-income earners.The five-year restriction on endowments allows for tax-free withdrawals after the period.Investors should be cautious of fees associated with endowments and discretionary funds.Endowments can be beneficial for long-term financial planning, especially for education funds.Offshore endowments can shield investments from foreign death taxes.Understanding the tax implications of capital gains is crucial for investors.Discretionary funds can be used for short to medium-term savings goals.Investors should avoid upfront fees when considering endowments.Learn more about Prescient Investment Management here.Send us a textHave a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod

Ever catch yourself in a room full of people but feeling like you're not really connecting?Like you're shaking hands, swapping business cards, maybe even following each other on Instagram, but it's all surface-level?In this episode of The Happy Hustle Podcast, I'm diving deep into the network effect—how to build relationships that matter and create real momentum in your life and business. This isn't about being a “networking guru” or collecting the most LinkedIn connections. It's about genuine, value-driven connections that lift you and open doors you didn't even know existed. Over the years, I've been blessed to build friendships with eight-figure entrepreneurs, pro athletes, celebrities, and industry leaders—not by chasing them down, but by showing up authentically, serving first, and playing the long game. And that's exactly what I'm sharing in this episode: the mindset, the framework, and the ninja hacks to level up your network without feeling fake or forced.One of the biggest lessons? Your network is like a bank account—you've gotta make consistent deposits before you can ever make a withdrawal. That means finding ways to add value first, whether it's solving a small problem, sending a thoughtful gift, or making an introduction that could be a game-changer for someone else. Relationships thrive when they're rooted in genuine care, not just what you can get out of them.Another big takeaway is the importance of engaging with intention. Don't be that spammy DM person or the fan who only asks for favors. Start small—comment on their posts, share their work, send a short video or audio message. These personal touches break through the noise and show that you're a real human, not just another contact request.I also share why you should connect like-minded people in your network, even when it doesn't directly benefit you. Some of my strongest relationships were built on simply being the bridge between two people who could help each other. The value you create in those moments always comes back around.And here's a hack you can start using today: stop sleeping on new connections. There's a short window after you meet someone where the relationship is most likely to stick. Snap a photo together, text it to them right away, and set a next step—coffee, a Zoom chat, whatever keeps the momentum going.If you've ever felt like networking was awkward, inauthentic, or just not your thing, this episode will flip that script. It's not about working the room—it's about working on the relationships that will grow with you over time.So if you're ready to turn casual contacts into powerful partnerships, tune in now. Let's Happy Hustle your way to a network that not only supports your goals but makes the journey way more fun.Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body actually needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental well-being all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

Tether's CEO Paolo Ardoino covers it all: his early coding days, Bitcoin's resilience, stablecoin legislation, empowering unbanked communities, AI innovation, and the future of financial freedom.Don't miss this deep dive with @_dsencil.#Tether #stablecoins #AISubscribe to our channel and hit the bell "

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we're talking about how to live a meaningful life right now, while still putting money aside for your retirement.Nicole Meihofer's approach to wealth management was shaped early on by the realization that the traditional financial advising model focused more on distant planning than joyful living. With years of experience in the financial industry, and lessons learned through her own personal wins and challenges, she set out to modernize that model. Her career includes experience working with high-net-worth families at Merrill Lynch, managing multi-million dollar portfolios and navigating complex human dynamics, creating financial plans while gaining profound insights into how people make financial decisions.After Merrill, Nicole co-founded a wealth management firm in Chicago, IL before creating Pearlvest Capital—an investment management and wealth strategy firm designed to fill the gap strong leaders and forward-thinkers need now. The seed for Pearlvest was planted by deeply personal experience. When her mom passed away suddenly in 2013 at the age of 57, the retirement plans her parents had built were gone, and her dad's life shifted in ways they never expected—overnight. This harsh realization that joyful living really should come first was a critical shifting point in her career and how she serves her clients today.Continually driven by experiences that reinforced the importance of living well while planning wisely, Nicole started Pearlvest Capital to blend time-tested investment strategies with modern financial tools—helping clients build wealth that enriches their lives today while securing their future freedom.Nicole Meihofer is an investment professional registered with IHT Wealth, LLC, a registered investment advisor with the SEC. The opinions expressed are solely those of the author and do not represent those of IHT Wealth, LLC or any of its affiliates. This information is for informational purposes only.Connect with Nicole Here: https://www.linkedin.com/in/nicolemeihoferweigel/https://www.pearlvest.com/===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3247: Many millionaires regret not diving into real estate investing earlier, missing out on cash flow, appreciation, and financial freedom. ESI highlights how a delayed financial education and lack of work-life balance often lead to deeper personal and monetary consequences, lessons that offer valuable foresight for anyone building wealth. Read along with the original article(s) here: https://esimoney.com/the-five-biggest-millionaire-regrets/ Quotes to ponder: "I regret not getting into the housing market in San Francisco. I could have purchased something to live in back in 2010 when I moved here." "I would have studied personal finance more and not hired a financial advisor." "My work/life balance in my 30's is one of the reasons my first marriage didn't work out." Episode references: John Bogle's writings (Bogleheads Guide to Investing): https://www.amazon.com/Bogleheads-Guide-Investing-Taylor-Larimore/dp/1118921283 The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

He was dying. They thought he wouldn't survive. So they stole his $1B company.Adel Sayegh built a billion-dollar business from nothing—pioneering security tag technology, facial recognition, and GPS tracking. But while he lay on his deathbed battling pancreatic cancer, the people he trusted most betrayed him.They drained his accounts, forged documents, and used his assets to rack up debt. The result? A complete collapse of the empire he spent decades building.In this raw, emotional episode, Adel shares the true story of how he lost everything—and why he wouldn't trade the experience for anything. From surviving terminal illness to finding unshakable peace through his faith, this is one of the most unbelievable stories ever told on the podcast.In this episode, you'll learn: 1.) Why Adel chose forgiveness over prosecution—even after being betrayed by his most trusted team members.2.) The hard-earned lessons from bootstrapping a billion-dollar company from his garage—and why he wouldn't take the same approach today.3.) How faith—and unexplainable miracles—helped Adel survive terminal cancer and discover a greater purpose.Show Notes: LifestyleInvestor.com/251Tax Strategy MasterclassIf you're interested in learning more about Tax Strategy and how YOU can apply 28 of the best, most effective strategies right away, check out our BRAND NEW Tax Strategy Masterclass: www.lifestyleinvestor.com/taxStrategy Session For a limited time, my team is hosting free, personalized consultation calls to learn more about your goals and determine which of our courses or masterminds will get you to the next level. To book your free session, visit LifestyleInvestor.com/consultationThe Lifestyle Investor InsiderJoin The Lifestyle Investor Insider, our brand new AI - curated newsletter - FREE for all podcast listeners for a limited time: www.lifestyleinvestor.com/insiderRate & ReviewIf you enjoyed today's episode of The Lifestyle Investor, hit the subscribe button on Apple Podcasts, Spotify, or wherever you listen, so future episodes are automatically downloaded directly to your device. You can also help by providing an honest rating & review.Connect with Justin DonaldFacebookYouTubeInstagramLinkedInTwitterSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Michael Leung: The CEO Disrupting the $8,000 Hearing Aid Industry

In this episode of The Dental Boardroom Podcast, Wes Reed, CPA, CFP, continues his financial planning series for dental practice owners by diving deeper into the concept of break-even levels and the importance of creating a business financial plan that supports your personal financial goals.Wes revisits the three key break-evens every dentist should know:Practice Break-Even – Covering fixed costs, variable costs, and debt.Living Budget Break-Even – Covering your practice costs, personal living expenses, and taxes.Financial Independence Break-Even – Covering all the above while setting aside money for your future.From there, he outlines the five critical steps to building a business financial plan, with a special focus on Step 3: Completing a Tax Plan. Wes shares why tax planning is not just a one-time event but an ongoing process tied to your overall cash flow and long-term financial independence.Whether you're just starting your practice or have years of experience, this episode offers a practical roadmap for aligning your business and personal finances so that your work today fuels the life you want tomorrow.Key PointsRecap of the three break-evens: Practice, Living Budget, and Financial Independence.Why defining your version of financial independence is essential before planning.Four core steps in the financial planning sequence for dentists.Five steps to creating a business financial planImportance of structuring your practice as an S Corporation for tax efficiency (in most cases).Tax planning as an ongoing process, not a one-time task.Balancing current needs with future goals through strategic planning.#DentalBoardroom #PracticeCFO #DentalPracticeManagement #FinancialPlanningForDentists #BreakEvenAnalysis #TaxPlanning #SCorporation #DentalBusinessPlan #DentistFinances #WealthPlanning #CashFlowManagement #DentalCPA #FinancialIndependence

Fuquan Bilal's story is proof that hustle, strategy, and vision can turn obstacles into opportunities. Starting from scratch 25 years ago, Fuquan built his real estate empire during one of the toughest markets in history—the 2008 financial crisis—while others were running for cover. By mastering creative investing strategies, he transformed distressed properties into profitable assets and built a track record that's raised over $50 million in capital. As Founder of NNG Capital Fund, Fuquan helps accredited investors achieve passive income, financial freedom, and portfolio diversification through Class B multifamily properties and luxury single-family homes.Follow Fuquan

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3247: Many millionaires regret not diving into real estate investing earlier, missing out on cash flow, appreciation, and financial freedom. ESI highlights how a delayed financial education and lack of work-life balance often lead to deeper personal and monetary consequences, lessons that offer valuable foresight for anyone building wealth. Read along with the original article(s) here: https://esimoney.com/the-five-biggest-millionaire-regrets/ Quotes to ponder: "I regret not getting into the housing market in San Francisco. I could have purchased something to live in back in 2010 when I moved here." "I would have studied personal finance more and not hired a financial advisor." "My work/life balance in my 30's is one of the reasons my first marriage didn't work out." Episode references: John Bogle's writings (Bogleheads Guide to Investing): https://www.amazon.com/Bogleheads-Guide-Investing-Taylor-Larimore/dp/1118921283 The Millionaire Next Door: https://www.amazon.com/Millionaire-Next-Door-Surprising-Americas/dp/1589795474 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we'll help introverted women grow in their corporate careers while successfully balancing the demands of a busy home life.Sylvahna is a recruitment professional and career coach with 10+ years of experience in the field. Also being an introvert, she specializes in helping introverted, ambitious career women in corporate getting clear on their personal brand, implementing it on LinkedIn, and starting networking in a way that makes them comfortable. She has helped over hundreds of women getting their next big career opportunity by utilizing their personal brand. Just because you're an introvert, it doesn't mean that you have to take the backseat.Connect with Sylvahna Here: LinkedIn: https://www.linkedin.com/in/sylvahnamulderInstagram: https://www.instagram.com/fierce.careersPodcast: https://open.spotify.com/show/4xt9sW9PDzgWry4zokdS0d?si=865b5c7146db47feWebsite: https://www.fiercecareers.coGrab the freebie here: https://fiercecareers82197.ac-page.com/personal-branding-powermap===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

Welcome to the Financial Freedom & Wealth Trailblazers Podcast! In today's episode, we'll help real estate and mortgage professionals reach their next level of growth.Anne-Marie Saroli is an entrepreneur and author passionate about supporting individuals in achieving Next-Level Growth & Success within 90 days through her signature program, “Next Level Growth.”  With over 30 years of experience in advising, banking, sales management, and coaching, she has established a proven track record of success in the sales and service industry. Her commitment to excellence and dedication to client satisfaction have consistently set her apart in this dynamic field.As the author of “Living from My Happy Place,” Anne-Marie brings both personal insight and professional expertise to her coaching practice. She employs structured coaching processes that empower individuals to transform their aspirations into reality and unlock their next level of growth.Her approach emphasizes three core principles: clarity, intentional focus, and a growth mindset. This methodology enables clients to achieve both significant breakthroughs toward their goals and meaningful incremental wins along their journey.Through personalized guidance and proven strategies, Anne-Marie helps individuals break through barriers and create lasting transformation in their personal and professional lives.Connect with Anne-Marie Here: www.linkedin.com/in/anne-marie-saroli-47036a108===================================If you enjoyed this episode, remember to hit the like button and subscribe. Then share this episode with your friends.Thanks for watching the Financial Freedom & Wealth  Trailblazers Podcast. This podcast is part of the Digital Trailblazer family of podcasts. To learn more about Digital Trailblazer and what we do to help entrepreneurs, go to DigitalTrailblazer.com.Are you a coach, consultant, expert, or online course creator? Then we'd love to invite you to our FREE Facebook Group where you can learn the best strategies to land more high-ticket clients and customers. QUICK LINKS: APPLY TO BE FEATURED: https://app.digitaltrailblazer.com/podcast-guest-applicationDIGITAL TRAILBLAZER: https://digitaltrailblazer.com/

George Kinder is an author, international thought leader, and founder of Kinder Institute of Life Planning with more than 35 years of experience as a financial planner and tax advisor. George is dedicated to guiding individuals in uncovering their deepest values and leading more fulfilling lives. His ultimate aim is to promote greater freedom in every aspect of existence. In this conversation we discuss:  The importance of living in the present moment and mastering one's life. George's three questions to help identify goals and priorities and how the answer to the "having 24 hrs left" question helps you realize what you've missed in life.  The balance between short-term pleasure and long-term financial planning.  How to find a trust-worthy financial planner who will help with your life plan George's approach to parenting is being a good listener & showing empathy, rather than being overly restrictive or reactive + more! Watch this episode on YouTube below or by clicking here. Other Links Mentioned in episode: Get George's book, The Three Domains of Freedom Apply to Share Your Journeyer Story, here. Join the Journey to Launch Book Club to dive deeper into financial freedom with guided discussions and resources here!  Get your copy of my book: Your Journey To Financial Freedom Join The Weekly Newsletter List to get updates, deals & more! Leave Your Journey To Financial Freedom a review! Get The Budget Bootcamp Check out my personal website here. Leave me a voicemail– Leave me a question on the Journey To Launch voicemail and have it answered on the podcast! YNAB –  Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link. What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here! Connect with George: Website: https://KinderInstitute.com Website: https://www.GeorgeKinder.com Connect with me: Instagram: @Journeytolaunch Twitter: @JourneyToLaunch Facebook: @Journey To Launch Join the Private Facebook Group Join the Waitlist for My FI Course Get The Free Jumpstart Guide  

How do you know when you have “enough” money—and what does that mean for how you live?In this episode of Finding Mastery, we sit down with Brian Werdesheim, expert financial advisor and founding member of the Summa Group at Stifel Financial Corporation, to explore the deeply personal and emotional relationship we have with money. Brian goes beyond numbers and spreadsheets, asking the questions that matter: What are your dreams? Your values? Your full life story? This conversation will challenge you to rethink your approach to wealth—not just as a goal, but as a means to a meaningful life.Together, we reveal why saving alone isn't enough and unpack the mindset wealthy people use to grow money with purpose. This conversation invites you to define what “enough” truly means—beyond finances—and build a healthier relationship with money that serves your whole life.In this conversation, you'll learn:Why understanding your values is critical before making financial decisionsHow wealthy people leverage a mindset beyond just savingThe role of clarity in defining “enough” for your life, not just your bank accountThe emotional challenges and opportunities in investing for the futurePractical steps to align your money with your dreams and daily livingTune in to hear Brian's unique approach and rethink your relationship with money in a way that serves your whole life. Links & ResourcesSubscribe to our Youtube Channel for more conversations at the intersection of high performance, leadership, and wellbeing: https://www.youtube.com/c/FindingMasteryGet exclusive discounts and support our amazing sponsors! Go to: https://findingmastery.com/sponsors/Subscribe to the Finding Mastery newsletter for weekly high performance insights: https://www.findingmastery.com/newsletter Download Dr. Mike's Morning Mindset Routine: findingmastery.com/morningmindset!Follow on YouTube, Instagram, LinkedIn, and XSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Discover if a rate cut is coming in September. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

Breaking free from a comfortable career isn't easy, but it's the first step toward building real freedom. George Roberts III shares how he left the lab behind, mastered real estate syndication, and now empowers others to create wealth that lasts. If you're ready to sharpen your real estate edge, this one's a must-listen. Key Takeaways To Listen For Why George left academia for multifamily wealth-building Lessons learned from capital raising, syndications, and partnerships What most people misunderstand about economic cycles George's philosophy on diversification: real estate, lending, and operating businesses Behind the scenes of investing in drug rehab facilities as a business and mission| Resources/Links Mentioned In This Episode Main Street Millionaire by Codie Sanchez | Kindle, Hardcover, and Paperback About George Roberts IIIGeorge Roberts III is the founder of Walnut Grove Homes, a high-end residential construction firm in Troy, Michigan that achieved seven-figure revenue in 2021. He is also a principal at Horizon Multifamily, a firm that sponsors value-add multifamily opportunities across the Southeast for accredited passive investors. As a multifamily operator, George is a General Partner on a 34-unit property near Knoxville, TN, a co-GP on a 104-unit deal in Louisville, KY, and part of a joint venture on a 14-unit apartment in Orlando, FL. He's also a passive investor in 468 multifamily units nationwide. Before transitioning full-time into commercial real estate, George built a successful career as an award-winning data scientist and bioscientist, with over 700 citations in genomics, microbiology, and physiology.   Connect with George Website: Roberts-Capital-Enterprises Podcasts: Passionate Living Through Passive Investing | Spotify Youtube: The Foundery - Where Leaders are Forged Daily! LinkedIn: George Roberts III, Ph.D.   Connect With UsIf you're looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Justin Peters shares how he designed a life that lets him explore the world without sacrificing financial security. From taking a career sabbatical to launching a podcast, he explains the mindset shifts and money strategies that opened the door to more freedom and adventure. Learn how intentional planning, financial responsibility, and smart work choices can put you in a position to do more of what you love—without feeling like you're constantly trading time for money.Become a supporter of this podcast: https://www.spreaker.com/podcast/globetrotters-podcast--5023679/support.

In this episode of the Investor Fuel podcast, host Michelle Kesil speaks with Krisstina Wise, a seasoned entrepreneur and educator in the real estate investing space. Krisstina shares her journey from real estate sales to education, emphasizing the importance of understanding cash flow, profitability, and the right money mindset for entrepreneurs. She discusses the significance of shifting from an income-focused mindset to a wealth-focused mindset, and provides practical strategies for building financial freedom through investments and financial literacy. 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   —--------------------

Schedule a Meeting with Joshua TODAY!Are you so focused on perfection or beating the competition that you're missing the small daily wins that actually fuel lasting success? In this episode, Joshua Gillow shares the principle that's kept him in business for nearly three decades: CANI — Constant and Never-Ending Improvement. From the Japanese concept of Kaizen to his own “two-millimeter rule,” Joshua reveals why tiny, consistent improvements matter more than giant leaps, and why your only real competition is the version of yourself from yesterday.You will:Discover how to turn perfectionism into daily progress that compounds over time.Learn how to remove external competition from your mindset and focus on sustainable self-growth.See how feedback, small wins, and mini habits can build the foundation for a thriving business and fulfilling life. Press play to learn how just one small improvement today can transform your business, relationships, and mindset over the next year.Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design

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 hereWhat happens when you finally reach your financial freedom number—only to realize the journey's far from over?You've spent years grinding, saving, and investing smart to hit your retirement goals. But once you cross that finish line, a new set of challenges emerges: how do you protect your wealth, minimize tax drag, and set your family up for long-term success without overcomplicating your life? In this episode, Kyle and Jon walk through a real-life case study of a couple with a $10M portfolio who's grappling with exactly that. From risk tolerance mismatches to looming capital gains, they break down the planning shifts that matter most after you've "made it."You'll discover:How to transition from aggressive growth to sustainable simplicity—without blowing up your tax billWhy timing and method matter when shifting from actively managed funds to more tax-efficient structuresHow legacy strategies like high-cash-value life insurance and corporate class ETFs can protect wealth across generationsHit play to learn how to evolve your portfolio and mindset for life after financial independence.Discover 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…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 cordporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Achieving financial freedom in Canada requires more than just diligent saving—it demands a strategic blend of retirement planning, investment bucket strategies, and advanced portfolio management tailored to your life stage and goals. Whether you're pursuing an early retirement strategy or building long-term wealth through real estate investing in Canada, understanding the tax implications, especially around capital gains strategy, RRSP optimization, and salary vs dividends, is crucial. At the core of a robust Canadian wealth plan lies Ready 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.

In this episode of WealthTalk, Christian Rodwell sits down with Paul Tinker, founder of the Construction Training Academy. Paul shares his journey from a disciplined career in the army to delivering over £300 million in construction projects and eventually launching a business focused on training and mentoring others in the property and construction sectors.Paul uncovers the biggest overlooked opportunities in the industry—emphasising the importance of business acumen over technical skill, and the value of bridging the gap between property developers and construction professionals. He introduces his “CLARITY” framework for project pricing and management, which has helped clients dramatically increase their project values and professionalism.Listeners will hear Paul's practical insights on creating income streams beyond hands-on building, such as consulting, project management, and pre-construction services. He also discusses leveraging pensions for property investment, the critical role of mindset and community, and lessons learned from both failures and successes along his entrepreneurial journey.Paul's story is a testament to the power of systems, resilience, and the willingness to pass on knowledge to others. The episode wraps up with actionable advice for newcomers to property or construction, ideas for building recurring income, and details on how to connect with Paul and his thriving community.Key Topics CoveredPaul's Background:14 years in the army, then corporate construction managementDelivered over £300 million in projects, 3,000+ refurbishmentsTransitioned to entrepreneurship and training after seeing industry gapsOpportunities in Construction & Property:The biggest opportunity is becoming business-savvy, not just skilledThe gap between property developers/investors and construction professionalsImportance of bridging business and compliance for better project outcomesFrameworks for Success:Introduction to Paul's “CLARITY” framework for project pricing and managementComplete inclusions, listed exclusions, assumptions, requirements, investment total, terms, and unique selling pointsReal-world example: Client increased average quote from £3k to £158k using this approachIncome Streams Beyond Building:How to generate income in construction/property without being hands-onConsulting, project management, pre-construction services, and working with estate agentsLeveraging pensions (SSAS) for property and business investmentMindset & Lessons Learned:Mindset, courage, and strategy as the keys to successCommunity and collaboration: Growing a 7,200+ member Facebook groupLearning from failures: The importance of market-testing before launching productsCareer & Life Lessons:Discipline and process from the army applied to businessThe entrepreneurial journey: From corporate to self-employed, overcoming setbacksThe importance of passing on knowledge and mentoring othersPractical Tips for Newcomers:Advice for those with capital but no time or experience:Hire a project manager/consultant, or invest in education tailored to your learning styleHow to select the right support and training for your goalsUpcoming Events & How to Connect:Free networking day: 30th August, Brecon BeaconsRetreat in Cyprus launching in 2027Best place to connect: Construction Training Academy Facebook groupActionable TakeawaysDon't just focus on skills—develop business acumen for long-term successUse structured frameworks for pricing and project managementExplore recurring income streams like consulting and pre-construction servicesLeverage your pension for property investment opportunitiesMindset and community are as important as strategyAlways test demand before launching a new product or serviceResources Mentioned:Check out Paul Tinker's website: https://www.constructiontrainingacademy.com/Connect with Paul on Facebook: https://www.facebook.com/constructionmasterclassFollow Paul on TikTok: https://www.tiktok.com/@paultinkerDownload the free Inheritance Tax Guide here: https://wealthbuilders.co.uk/IHTTake the Wealth Dynamics test here: https://www.wealthbuilders.co.uk/wealth-dynamicsSee if you qualify for a SSAS pension by filling out this form: SSAS Eligibility FormConnect with Us:Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey: Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

Today's episode offers a different lens on money — one that goes beyond income, account balances, or net worth. We're exploring the stages of financial life that shape how we live, spend, save, and feel about money.  It's not just about how much you have, but what that money is doing for you — and what it's freeing you from. Let's get started.

Hosted by Dave Meyer, the BiggerPockets Real Estate Podcast is your trusted source for strategy, education, and motivation tailored to the everyday real estate investor. Whether you're just starting out or working on your next deal, you'll get practical advice and data-backed insights to help you invest smarter and more confidently. No hype. No grindset. Just clear strategy, honest insights, and proven tactics from experienced investors and relatable guests. Every week, we bring you: Actionable how-tos Real-world case studies In-depth interviews with everyday investors Honest discussions about risk, strategy, and long-term thinking If you're looking to build wealth on your own terms, and want a community that supports realistic goals, you're in the right place. Subscribe and start your journey today. Learn more about your ad choices. Visit megaphone.fm/adchoices

Voice confidence

In this episode, Jim welcomes the extraordinary Chris Prefontaine, founder of Smart Real Estate Coach, for a deep dive into the mindset, structure, and discipline required to build financial freedom through creative real estate investing. Prefontaine shares lessons from the 2008 crash, explains why coaching matters, and offers practical pathways for people looking to break free from traditional financial systems and build sustainable wealth. 3 Key Takeaways: Creative real estate is a discipline, not a tactic. Chris outlines a three-step approach to real estate success. Coaching is about accountability, not just motivation. Real transformation comes from daily tracking, public accountability, and consistent feedback—not from a one-time seminar. Cash flow > Nest eggs. Chris and Jim challenge conventional retirement thinking, offering examples of individuals who liquidated 401(k)s and replaced stagnant savings with income-producing assets. Let this episode serve as a prompt to evaluate your current trajectory—are you building wealth, or just accumulating hope? Connect with Chris Prefontaine: Instagram: www.instagram.com/smartrealestatecoach Facebook: www.facebook.com/smartrealestatecoach TikTok: www.tiktok.com/@wickedsmartinc YouTube: www.youtube.com/@wickedsmartinc Linkedin: www.linkedin.com/company/wickedsmartinc/

In this episode of The Dental Boardroom Podcast, Wes Read, CPA, CFP, continues the series on turning financial chaos into financial freedom for dental practice owners. Building on previous episodes covering team assembly, personal financial planning, and implementation strategies, Wes dives deep into the third step: developing a business financial plan that supports your personal financial goals.He explains why organizing your financial reporting is the foundation for success, how to interpret monthly financial “X-rays” of your practice, and why understanding your break-even points is critical for long-term wealth accumulation.Whether you're aiming to stabilize cash flow or strategically grow your practice, this episode offers the insights you need to take the next step toward financial clarity and independenceVisual Reference: Break-Evens ChartKey PointsDeveloping a business financial plan is step three in the dental financial planning journey.Organizing financial reporting (balance sheet, income statement, forecast) provides a monthly “X-ray” of your practice's health.Practice CFO's monthly CFO Analysis offers in-depth trend data, industry comparisons, and a “Where Did My Cash Go?” report.Understanding break-even points helps track when collections start contributing toward personal wealth.Fixed costs (rent, labor, marketing, administrative expenses, debt) make up 75–85% of a dental practice's expenses.Variable costs (labs, supplies, merchant fees) fluctuate with production and collections.Dental practices' high fixed cost structure can amplify the impact of slow months on cash reserves.Hitting break-even levels for obligations, debt, taxes, and personal pay is necessary before wealth accumulation begins.#DentalBoardroomPodcast #DentalFinancialPlanning #DentalPracticeManagement #DentalBusinessTips #DentistWealth #BreakEvenPoint #DentalCFO #FinancialFreedomForDentists #DentalBusinessGrowth #DentalPracticeOwners

Here Roger shares insights into one common mistakes that people make when on the road to Financial Freedom. This one mistake keep people from all levels of success, and disallow them from becoming Successfully Unemployed.Get the FREE Real Estate Investing Course: https://masterpassiveincome.com/freecoursesuYoutube: https://YouTube.com/iamrogerwesley// WHAT TO WATCH NEXTStart a Podcast: https://youtu.be/YdKKwSSOnJAMake Money Online: https://youtu.be/WDkRHg3uxR0Flea Market Flipper: https://youtu.be/MYEoeQPT-5E//BEST BUSINESS COURSES I RECOMMENDStart an Online Business: https://successfullyunemployed.co/p24Start a podcast: https://successfullyunemployed.co/podcourseMake money on Etsy: https://successfullyunemployed.co/goldcityCreate a Facebook Ads Agency: https://successfullyunemployed.co/laptopempiresMake $ from nothing as a Flea Market Flipper: https://successfullyunemployed.co/fleamarketflipperLearn how to invest in land: https://successfullyunemployed.co/retipsterLearn more about Dustin and find resources to build an automatic real estate investing business:https://masterpassiveincome.com/NOTE: This description may contains affiliate links to products we enjoy using ourselves. Should you choose to use these links, this channel may earn affiliate commissions at no additional cost to you. We appreciate your support!

Send us a textBalancing Financial Independence and Fulfillment: The Key to a Meaningful RetirementOf Dollars and Data BlogIn this episode of the Retire Early Retire Now podcast, host Hunter Kelly, a certified financial planner, delves into the nuanced topic of financial independence. Inspired by an article from the Dollars and Data blog, Kelly explores the potential downsides of aggressively pursuing financial independence at the cost of personal fulfillment. He discusses the importance of balancing present enjoyment with long-term financial goals and introduces the concept of Coast Fire as a middle ground. Kelly explains the differences between financial independence and financial freedom and provides actionable steps to incorporate retirement dreams into present-day life. He emphasizes the importance of envisioning a fulfilling retirement life and taking steps to live that life today rather than sacrificing current joys for a future number. The episode encourages listeners to seek a balanced approach to financial planning that prioritizes both present and future well-being.00:00 Introduction to Financial Independence02:04 Defining Financial Independence vs. Financial Freedom03:50 The Pitfalls of Chasing Financial Independence05:44 Understanding Financial Freedom08:37 Envisioning Your Ideal Retirement14:58 Exploring the Concept of Coast Fire17:35 Putting Coast Fire into Practice21:31 Conclusion and Final ThoughtsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Discover if cannabis may be reclassified. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” It was named to the list of "All Time Best Wealth Books" by BookAuthority. Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)

In this episode of The P.A.S. Report, Professor Nick Giordano exposes how America's financial system has been weaponized to punish political opponents and reshape society. From the 2008 bailouts to the Biden administration's aggressive expansion of Operation Chokepoint, Professor Giordano breaks down how banks, regulators, and politicians have quietly turned your access to money into a political tool. With President Trump's new Executive Order banning politicized debanking and Senator Tim Scott's FIRM Act aiming to make those protections permanent, he explains what's at stake, why your financial freedom hangs in the balance, and how Congress must act before it's too late. Episode Highlights How the 2008 financial crisis created “too big to fail” banks and paved the way for politicized banking. The Biden administration's push to flag “Trump” and “MAGA” transactions, target lawful industries, and revive Operation Chokepoint. Why Trump's Executive Order is a major win, but why the FIRM Act is critical to making protections against political debanking permanent.

If you want to build a sales engine that consistently turns interest into booked revenue, you need a system that works without you. In this episode, Mark Gordon—the “Rebel CRO”—shares his 4-part framework across messaging, lead generation, sales process, and technology to create sustainable, predictable growth. We dig into go-to-market strategy, marketing that works, AI in marketing, hyperlocal SEO, reviews & awards strategy, referrals, and how these play out for doctors in private practice and other professional services.If you've been searching for answers to why your marketing isn't working, this conversation gives you the solutions: how to fix unclear positioning, differentiate in a “commodity” market, and turn value-first offers into sales meetings. Mark explains how to use go-to-market frameworks to define your ideal customer profile (ICP), craft a unique value proposition (UVP) that lands, and balance demand creation with demand capture.By the end of this episode, you'll understand how to create a simple nurture cadence, boost pipeline velocity, build trust signals like Google reviews and local awards, and maintain CRM hygiene—so your sales engine doesn't rely on hustle, luck, or the founder. If your search intent is to find a proven path to higher conversions, fewer no-shows, and stronger market authority, Mark delivers the playbook you've been looking for.00:00 Intro: who Mark helps & why engines beat ad-hoc selling00:42 Mark's background and “Rebel CRO” approach02:05 Why marketing “isn't working” (and how to diagnose it)03:38 Differentiation in commodity markets; sub-category moves05:02 Value-first offers → capture → consult → close06:15 The 4 systems overview: messaging, lead generation, sales process, tech07:40 Follow-up cadence, pipeline hygiene, and CRM automation09:12 AI in marketing: where it helps vs. where trust is human10:34 Hyperlocal SEO, reviews & awards strategy, and trust signals12:28 “Mom test” messaging and category language that resonates14:03 Creating the “I never thought of it that way” sales moment15:20 Examples for doctors in private practice, lawyers, and local pros16:35 How to work with Mark; first steps to implement17:10 Final takeaways & next action17:54 End#BuildASalesEngine #Sales #GoToMarket #LeadGeneration #Messaging #SalesProcess #MarketingThatWorks #AIinMarketing #HyperlocalSEO #Reviews #Referrals #PrivatePractice #Doctors #Dentists #Lawyers #SmallBusinessGrowth #RebelCRO #BusinessPodcast #EntrepreneurshipTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Titles, accolades, and financial milestones often measure success. But for Sun Yong Kim-Manzolini, CEO of Lush Enterprises, LLC, success is about transformation - financial, emotional, and generational. Mary Sullivan, co-founder of Sweet but Fearless talks with Sun Yong about how she's built a career helping others break free from survival mode and step into true financial independence. Even in her dream job, with the title and passion she'd worked hard to earn, her paycheck fell short of the life she envisioned. That eye-opening moment led her to redefine success, not just loving her work, but building real financial impact through strategy and growth. Her quest for freedom sparked a bold pivot into options trading, where education, consistent practice, and calculated risks became the foundation of her success. Sun Yong Kim-Manzolini is the CEO and founder of Lush Enterprises, LLC. She is also an author and educator focused on financial success, particularly options trading.  She also authored "Invest In Yourself" and co-authored "Opposite/Opposites".  Sweet but Fearless does not provide financial advice; listeners should always do their own research before making investment decisions. Disclaimer: Options trading involves significant risk and is not suitable for all investors. You can lose more than your initial investment. Always carefully consider your financial situation, experience level, and risk tolerance before engaging in options trading. Past performance does not guarantee future results. Seek advice from a licensed financial professional before making any investment decisions.   MORE ABOUT SUN YONG KIM-MANZOLINI: LinkedIn: Sun Yong Kim-Manzolini YouTube: Entrepreneurship Life Instagram: author_sun_yong Books: "Opposite/Opposites" "Invest In Yourself" ABOUT SWEET BUT FEARLESS: Website - Sweet but Fearless LinkedIn - Sweet but Fearless

Financial Coaching & Money Mentor Opportunities Feeling confident in your research but stalled when it comes to taking action on your military family's financial plan? From TSP questions to credit card strategies, this episode explains how an hour with a dedicated coach can transform hesitation into clear, personalized next steps. Key Points & Topics Defining financial coaching vs. advisory services No sales pitches, no commissions, no product upsells Confidential, unbiased guidance tailored to your goals Who benefits most Active duty, Guard, Reserve, military spouses, cadets, midshipmen Dual-military couples, high-net-worth families, soon-to-commission officers Typical coaching session structure Pre-call questionnaire to customize the conversation One-hour call via Google Meet  Post-call recap email with transcript and bullet-pointed action steps Sample coaching topics TSP vs. traditional/Roth IRA decisions Career starter loan considerations Financial therapy: uncovering money scripts and spending habits Helping improve communication with your spouse around money Credit card strategies, MLA/SCRA protections, maximizing points redemptions State tax benefits and Military Spouse Residency Relief Act Booking details and logistics Schedule via Calendly at militarymoneymanual.com/mentor One-time fee ($150 currently as of time of recording), no recurring charges, Full refund if not valuable Option to be referred to military-friendly CFP network if needed such as Military Financial Advisors Association (MFAA) or Military Tax Experts Alliance Links Mentioned https://militarymoneymanual.com/mentor https://hellonectarine.com/r/military https://militaryfinancialadvisors.org https://militarymoneymanual.com/UMC3 Stop second-guessing and start implementing your financial plan today. Book your one-hour military money mentor session today and walk away with a clear roadmap to your goals. Our new TSP course is live! Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual or email podcast@militarymoneymanual.com. If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. I also offer a 100% free course on military travel hacking and getting annual fee waived credit cards, like The Platinum Card® from American Express, the American Express® Gold Card, and the Chase Sapphire Reserve® Card in my Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. Learn how to get your annual fees waived on premium credit cards from American Express in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3. The Platinum Card® from American Express and the American Express® Gold Card waive the annual fee for active duty military servicemembers, including Guard and Reserve on active orders over 30 days. The annual fees on all personal Amex cards are also waived for military spouses married to active duty troops.

Join us in Chicago October 2nd-3rd: https://link.shaminataylor.com/wealth-consciousness-experience-2025 The Wealth Consciousness Experience is the #1 Women's Empowerment Event that will quantum leap you into the version of yourself that attracts EFFORTLESS wealth. The woman you're becoming is right on the other side of this immersive experience.    In this episode of The Unapologetically Rich Show, Shamina shares candid “bits” of her own journey — the moments, lessons, and mindset shifts that have shaped her into a truly wealthy woman, inside and out. From everyday habits to big-picture decisions, she reveals how she lives, leads, and invests from a place of self-worth and abundance. This is more than money talk — it's about the value of a wealthy woman: her presence, her boundaries, and the ripple effect she creates in every room she enters. If you've ever wondered what it really takes to embody wealth in your mindset, your business, and your lifestyle, this conversation will show you. End of Summer SALE: https://link.shaminataylor.com/end-of-summer-sale   Get ALL 4 of Shamina's core signature programs for just $3,333 or $999 each (That's a MASSIVE savings compared to getting them individually!) What's included:  All 4 signature programs that have transformed hundreds of lives (ATQ, The Evolved Alpha Female, Magnetic Power and Infinite Wealth!  Everything you need to level up this fall Shamina's proven frameworks and strategies If you LOVED this episode check out Episode 167: The Rich Woman Standard How to BECOME Unapologetically Rich yourself:  ✨Grab your ticket for our in-person event in West Loop, Chicago October 2nd-3rd: The Wealth Consciousness Experience

Schedule a Meeting with Joshua TODAY!Are you pouring 90% of your energy into work while your relationships and personal growth starve for attention? In this episode, Joshua Gillow shares a powerful “three spheres of life” framework that reveals how most of us unintentionally spend our time — and why that imbalance can leave us empty, unfulfilled, and disconnected from the people and purpose that matter most.You will:Learn a simple visual exercise to instantly see where your time and mental energy really go.Discover how shifting even a small percentage from work into relationships or self-care can transform your daily life.Hear real-world examples of how balancing your spheres leads to more joy, peace, and meaningful connections. Press play now to discover how to rebalance your work, relationships, and self so you can show up more fully for every part of your life.Connect with Joshua at:The WebsiteThe Facebook GroupSales Master ClassesHow to work with Joshua - https://yes.express/apply/Tune into this podcast where a seasoned craftsman shares expert communication skills, strategies for overcoming stress and overwhelm, and insights on building a profitable business in landscaping and hardscaping, with tips on how to sell, close more deals, and achieve financial freedom to retire early as a successful business owner in the design

Send us a textIn this episode of Multifamily AP360, host Rama speaks with Andrew McNair, the founder of Swan Capital, managing over $300 million in assets. Andrew shares his journey from being inspired by 'Rich Dad Poor Dad' at age 14 to becoming a seasoned real estate investor. He discusses his experience in managing a diverse portfolio, the decision to exit an eight-figure real estate portfolio, and the philosophy behind Swan Capital's 'Sleep Well at Night' promise. Andrew delves into the importance of diverse investment strategies, the lessons learned from his early investment mistakes, and his thoughts on various asset classes today, including opportunities in office spaces and the complexities of short-term rentals. He also shares personal insights on the habits that have contributed to his success, the value of purposeful living aligned with one's creator, and the impact of reading on avoiding common pitfalls in business and investing. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2025 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

From humble beginnings in Puerto Rico to building multi-million dollar businesses, Oscar Moises (@officialoscarmoises) and Jorge “Joe” Lara (@lajaraofficial) are on a mission to teach the Latin community how to achieve financial freedom through business funding, credit optimization, and Section 8 real estate.

Discover what's happening now that the Ripple appeal was dropped. Are you on track for financial freedom...or not? Financial freedom is a combination of money, compounding and time (my McT Formula). How well you invest can make the biggest difference to your financial freedom and lifestyle. If you invested well for the long-term, what a difference it would make because the difference between investing $100k and earning 5 percent or 10 percent on your money over 30 years, is the difference between it growing to $432,194 or $1,744,940, an increase of over $1.3 million dollars. Your compounding rate, and how well you invest, matters!  INVESTING IS WHAT THE BE WEALTHY & SMART VIP EXPERIENCE IS ALL ABOUT - Invest in digital assets and stock ETFs for potential high compounding rates - Receive an Asset Allocation model with ticker symbols and what % to invest -Monthly LIVE investment webinars with Linda 10 months per year, with Q & A -Private VIP Facebook group with daily community interaction -Weekly investment commentary -Extra educational wealth classes available -Pay once, have lifetime access! NO recurring fees. -US and foreign investors are welcome -No minimum $ amount to invest -Tech Team available for digital assets (for hire per hour) For a limited time, enjoy a 50% savings on my private investing group, the Be Wealthy & Smart VIP Experience. Pay once and enjoy lifetime access without any recurring fees. Enter "SAVE50" to save 50% here: http://tinyurl.com/InvestingVIP Or set up a complimentary conversation to answer your questions about the Be Wealthy & Smart VIP Experience. Request an appointment to talk with Linda here: https://tinyurl.com/TalkWithLinda (yes, you talk to Linda!). SUBSCRIBE TO BE WEALTHY & SMART Click Here to Subscribe Via iTunes Click Here to Subscribe Via Stitcher on an Android Device Click Here to Subscribe Via RSS Feed LINDA'S WEALTH BOOKS 1. Get my book, "3 Steps to Quantum Wealth: The Wealth Heiress' Guide to Financial Freedom by Investing in Cryptocurrencies". After you purchase the book, go here for your Crypto Book bonus: https://lindapjones.com/bookbonus 2. Get my book, “You're Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now!” It was named to the list of "All Time Best Wealth Books" by BookAuthority. Men love it too! After all, you are Wealth Heirs. :) International buyers (if you live outside of the US) get my book here. WANT MORE FROM LINDA? Check out her programs. Join her on Instagram. WEALTH LIBRARY OF PODCASTS Listen to the full wealth library of podcasts from the beginning.  SPECIAL DEALS #Ad Apply for a Gemini credit card and get FREE XRP back (or any crypto you choose) when you use the card. Charge $3000 in first 90 days and earn $200 in crypto rewards when you use this link to apply and are approved: https://tinyurl.com/geminixrp This is a credit card, NOT a debit card. There are great rewards. Set your choice to EARN FREE XRP! #Ad Protect yourself online with a Virtual Private Network (VPN). Get 3 MONTHS FREE when you sign up for a NORD VPN plan here.  #Ad To safely and securely store crypto, I recommend using a Tangem wallet. Get a 10% discount when you purchase here. #Ad If you are looking to simplify your crypto tax reporting, use Koinly. It is highly recommended and so easy for tax reporting. You can save $20, click here. WANT ADVANCE WARNING OF CRYPTO TAX AUDITS? #Ad Stop worrying about IRS audits and get advance warning at Crypto Tax Audit, here. Be Wealthy & Smart,™ is a personal finance show with self-made millionaire Linda P. Jones, America's Wealth Mentor.™ Learn simple steps that make a big difference to your financial freedom.  (This post contains affiliate links. If you click on a link and make a purchase, I may receive a commission. There is no additional cost to you.)