Podcasts about h r block

American tax preparation company

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Latest podcast episodes about h r block

Delighted Customers Podcast
#135 Emotional Imprinting and the Future of Experience Management

Delighted Customers Podcast

Play Episode Listen Later May 15, 2025 30:44 Transcription Available


Join us for a special episode featuring Lou Carbone, widely regarded as the father of the experience management movement. As the founder, president, and chief executive, Chief Experience Officer of Experience Engineering, a Minneapolis-based consulting firm dedicated to customer and employee experience management, Lou brings over 30 years of expertise to the discussion. He pioneered the field with his groundbreaking 1994 article "Engineering Customer Experiences," which may have originated the term "customer experience."   Lou is also the author of the book Clued in, How to Keep Customers Coming Back Again and Again and has worked with major companies like Pizza Hut, KFC, Avis, H&R Block, General Motors, IBM, and Taco Bell. He has lectured and taught at leading institutions like Harvard Business School and Cornell School of Business and is currently a Professor of Practice at Michigan State University in the Customer Experience Management Program.   Why listen?   Lou believes the profession is at a crossroads and will challenge conventional thinking about CX, exploring the current state of the profession and offering insights into moving beyond traditional approaches to create truly distinctive value.   He will discuss how organizations can shift their focus from how customers feel about the brand to how they cause them to feel about themselves after interacting with the brand, highlighting the critical role of emotional imprinting in designing memorable experiences that drive value. Tune in as we explore: •What does it mean when we say "customers cannot not have an experience," and how does this fundamental truth shape the approach to experience management? •How can organizations move beyond fixing problems ("fixing broken") to design experiences that leverage emotional imprinting and lead to "distinctive economic value"? •In a world where the definition of CX is fragmented, how can understanding "next practices" rooted in emotion, psychology, and neuroscience help prove the ROI and Return on Strategy of experience management initiatives? -------------------------------------------------------------------------------- If you enjoyed this episode, please subscribe, rate, and review the Delighted Customers podcast on your favorite platform! Your support helps us bring you more insightful conversations with leaders shaping the future of customer experience.   Apple Podcasts (US): https://podcasts.apple.com/us/podcast/the-delighted-customers-podcast-with-mark-slatin/id1635863804 Spotify: Search "The Delighted Customers Podcast with Mark Slatin" in the Spotify app or website Amazon Music: https://music.amazon.com/podcasts/928496db-78cc-4f1e-ba61-d62a1fa1af06/the-delighted-customers-podcast-with-mark-slatin radio.net: https://www.radio.net/podcast/delighted-customers-podcast Official Website & Other Platforms: https://www.empoweredcx.com/podcast

Fearless - The Art of Creative Leadership with Charles Day
Ep 280: Jill Cress of H&R Block - "The Invested Leader"

Fearless - The Art of Creative Leadership with Charles Day

Play Episode Listen Later Apr 18, 2025 52:59


Jill Cress is the Chief Marketing and Experience Officer for H&R Block. She also serves on the board of the AdCouncil, and she's been recognized on Forbes' list of the World's 50 Most Influential CMOs. Before H&R Block, Jill spent 20 years at MasterCard. Now, a leader who spends most of their professional life working in financial institutions could easily build their success around the study of data, but the foundations of Jill's leadership are based on the most valuable investments of all. Delivering results has always been table stakes when you're stepping into a leadership position, and money will and should sit squarely on that table as one essential definition of success. But enduring financial success is a consequence of your willingness to take your eyes off the financial prize and fix them squarely on your most valuable assets: The people that work for you. And what matters to them are two things. First, that they matter. And second, that what they're doing makes a difference. During our conversation, I talked to Jill about the creativity diagnostic tool that we've developed. It measures when leaders are creating the conditions that maximize the creativity of their people. One of the critical insights that shows up time and time again is that the very best leaders are fully invested in creating a culture that ensures that everyone feels seen and heard and respected. Now, this investment carries personal risk, because it can make you as the leader feel vulnerable, and it is time consuming. But the ROI is through the roof. So what are you investing in?

The Artificial Intelligence Podcast
Today in AI - April 15, 2025

The Artificial Intelligence Podcast

Play Episode Listen Later Apr 16, 2025 19:29


Today in AI is a daily recap of the latest news and developments in the AI industry. See your story and want to be featured in an upcoming episode? Reach out at tonyphoang.com H&R Block has partnered with Open AI to develop a generative AI tool aimed at enhancing the efficiency and accuracy of tax preparation by 2026. This collaboration promises to streamline tax processes, reduce errors, and provide personalized tax advice. This marks a significant advancement in the tax industry amidst ongoing changes in tax codes and IRS staffing challenges, potentially transforming how individuals and businesses handle their tax obligations. Adobe's strategic investment in Synthesia underscores the growing importance of AI in video production. Synthesia's platform enables businesses to create high-quality videos using AI-generated avatars, aligning with Adobe's broader strategy to integrate advanced AI technologies into its product suite. This move is expected to enhance video creation efficiency and expand Adobe's market presence, positioning the company at the forefront of AI-driven content creation. The U.S. Commerce Department has initiated an investigation into the importation of semiconductor technology to assess the feasibility of expanding domestic production and the need for additional trade measures to protect national security. This move highlights the administration's commitment to reducing reliance on foreign imports and addressing supply chain vulnerabilities. The investigation has significant implications for the semiconductor industry and international trade relations, potentially leading to increased domestic production and new trade policies. Open AI is considering launching a social media platform to compete with giants like X and Instagram, driven by the popularity of its new image-generation feature. The tool allows users to create detailed images from text prompts, which has caused server strain due to high demand. This development highlights the growing trend of multimodal AI capabilities and Open AI's potential to disrupt the social media landscape with innovative technology.

Wilson County News
H-R Block celebrates grand reopening in Floresville

Wilson County News

Play Episode Listen Later Apr 15, 2025 0:36


The Floresville Chamber of Commerce hosts a ribbon cutting March 1 to celebrate the grand reopening of H&R Block at its new location in Heritage Plaza at 919 10th St. in Floresville; it was previously located at 935 10th St. To learn more about H&R Block's tax preparation services, call 830-393- 3215.Article Link

The Brian Lehrer Show
Procrastinators Guide to Tax Filing

The Brian Lehrer Show

Play Episode Listen Later Apr 14, 2025 13:07


Andy Phillips, vice president of the Tax Institute at H&R Block in Kansas City, MO, offers advice and answers questions on this day before the deadline to file income tax returns.

Get Rich Education
549: Who You Are vs. Who You Could Be with Loral Langemeier

Get Rich Education

Play Episode Listen Later Apr 14, 2025 52:49


Keith introduces the three types of freedom: time freedom, money freedom, and location freedom, and how real estate investing can provide all three. He is joined by special guest, Loral Langemeier, a global wealth expert, who shares her journey from a $25,000 investment to becoming a millionaire through real estate and mentorship.  Debt is Not Negative: Loral emphasized that debt is simply the cost of money and can be a positive tool when used responsibly. Tax Strategies for Wealth Building: She introduced the "tax trifecta" - understanding how you make money, how to activate tax code deductions, and how to invest in alternatives like real estate to reduce taxes.  Active Engagement and Mentorship: Loral stressed the importance of actively engaging in your wealth-building journey, getting the right mentors, and continuously learning. She believes the difference between those who succeed and those who struggle is their level of active participation and willingness to learn from experts. Resources: Ask questions and make requests at AskLoral.com to receive free tickets, ebooks, and other resources. Show Notes: GetRichEducation.com/549 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching:GREmarketplace.com/Coach Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  You get paid first: Text FAMILY to 66866 Will you please leave a review for the show? I'd be grateful. Search “how to leave an Apple Podcasts review”  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— text ‘GRE' to 66866 Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Automatically Transcribed With Otter.ai    Keith Weinhold  0:01   Welcome to GRE. I'm your host. Keith Weinhold, it's the first time that we have a certain legacy finance personality on the show. We're talking about how you can cultivate your own personal wealth mindset, how to creatively add value to your real estate and how to put your kids to work for big tax deductions and more. Today on get rich education.    Since 2014 the powerful get rich education podcast has created more passive income for people than nearly any other show in the world. This show teaches you how to earn strong returns from passive real estate investing in the best markets without losing your time being a flipper or landlord. Show Host Keith Weinhold writes for both Forbes and Rich Dad advisors, who delivers a new show every week since 2014 there's been millions of listener downloads of 188 world nations. He has a list show, guess who? Top Selling personal finance author Robert Kiyosaki, get rich education can be heard on every podcast platform, plus it has its own dedicated Apple and Android listener phone apps build wealth on the go with the get rich education podcast. Sign up now for the get rich education podcast or visit get rich education.com   Corey Coates  1:12   You're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:28   Welcome to GRE from the second state of Pennsylvania to the second to last State of Alaska and across 188 nations worldwide. I'm Keith weinholding. You are back for another wealth building week. This is get rich education, and coincidentally, they are the two states where I've lived my life. Every single one of us has a gap in our lives. There is a gap between who you are and who you could be. And today, my guest and I will talk about this some more. Look, there are people who should already be financially free, but they're not. Their residual income could exceed their expenses by now, yet they aren't financially free. It's not because they're lazy, it's not because they're stupid, it's because they're stuck in one of these three traps. Number one, they're working harder instead of smarter. Number two, they're playing small instead of playing to win, which is like paying off low interest rate debt instead of keeping their own money, like I discussed last week, or thirdly, investing in all the wrong things, or not investing at all. And the worst part is that these people don't even realize that they're doing it. Most people aren't even cognizant. They don't have any awareness of the gap. You're not going to make progress on closing a gap that you don't know exists, you've got no chance of hitting a bull's eye when you're aiming at the wrong target. And I think it helps to develop a structure in your life where you have to tell yourself, I better do a good job here, or else. Yeah, it's the or else part that's a motivator. Now, some people won't extrapolate that mantra beyond the workplace. The number one thing that keeps employees showing up at work is fear. They tell themselves, I better show up at work on time, or else, I better do a good job on this project, or else I better give a great sales presentation. Or else. Now that's all well and fine, but to close the gap between who you are and who you could be, tell yourself something on a higher level, like I had better get some residual income outside of work, or else I'm going to stay stuck in a soulless job forever, and I'll never get that time back. So you've got to set up the right for else consequence for yourself. And then, yeah, of course, there are smaller ones like, I better avoid eating kettle chips, or else I'll gain weight. Let's be mindful that there are three types of freedom. You've got three types time freedom, money freedom and location freedom. Real Estate Investing gives you all three. You can make an unlimited income. There's the money freedom part. You can remotely manage your property managers from anywhere. There's your location. Freedom. And since you're not directly responding to your tenant, your property manager is, well, there's your time, freedom, you've got a buffer from emergencies, once you get this dialed in, and it does take a few years, oh, now you've got the time freedom, the money freedom and the location freedom. What do you want to avoid only making a big income? It was recently reported that Wall Street bonuses were way up this past year. Okay, yeah, but how happy are those finance worker Manhattanites who wear an iron pressed button down shirt and a Patagonia vest for 14 hours a day. That's not time freedom for sure, and it isn't location freedom either, unless it's 100% work from anywhere. You know, in my life, I recently got a great reminder of this. It really hit me. I have this close friend. He was the valedictorian of our high school class. I think I brought him up before. He's still a tight friend. I mean, sometimes we go on vacations together. Well, we have a high school class reunion back in Pennsylvania this summer, and among him and our other like, closest group of friends, my tightest guys, I'm always encouraging everyone to, hey, spend at least a week together, because we can't all get together like this that often, and because I have the time freedom to kind of suggest that and even push for that. Well, my valedictorian friend, he is a surgeon in St Louis, and among this tightest knit group of friends, he's the only one that cannot get the week off so that we can all hang out together more after the reunion. Instead, he can only get three or four days. He's got to get back to work as a surgeon in St Louis. Now, I'm sure he's compensated really well, and he doesn't live a bad life, but as a surgeon, you know, it's just become blatantly obvious that he doesn't have either the time freedom or the location freedom. Yet I do as a remote real estate investor, even though it's not something that I studied in college, but my valedictorian surgeon friend, you know, he had a long educational path, you know, undergrad and med school and residency and a ton of training and all these years tied up in his medical education. Therefore, you know, sometimes when people do that, they feel obligated, like that's what they should do, that's what they have to do, because he's already put so much into it. But he only has one of the three types of freedom. And no matter what you went to school for, if you find out about something better, like a great business idea or remote real estate investing, you've got to consider pivoting into that and go into that if it makes sense for you, the world changes. It keeps getting faster, and you've got to change with it. So obtaining financial freedom through real estate helps you deal with an external locus of control issue where life is constantly happening to you, rather than something you can influence. When you're an employee, life happens to you more often than when you're the one pushing the buttons, when you control the three freedoms now, you are narrowing that gap between who you are and who you could be.    I didn't mention it previously. Two weeks ago, I brought you the show from Las Vegas, Nevada, last week, from just outside Colorado Springs. And today I'm here in Anchorage, Alaska, where I'll be for a few weeks before heading to London, England, and then from there, on to Scotland. I plan to visit the former home of the father of economics when I'm in Edinburgh, Scotland, of course, that is Adam Smith, the author of The Wealth of Nations. I might tell you more about that at that time.    Before we bring in our guest this week, a quarter recently ended.  Here is our asset class rundown. The NAR reported that the median sale price of an existing home rose 3.8% year over year in February, marking the 20th straight month that sale prices increased year over year. Mortgage rates fell from 6.9% to 6.6 per Freddie Mac this is all year to date. Q1, the S, p5, 100 was down four and a half percent. The NASDAQ down 10 and a half percent. That's officially correction territory, as those tariff years dominated. The quarter interest rates of all kinds are a little lower yield on the 10 year, Tino falling from 4.6 to 4.2 despite inflation concerns, inflation hovering just under 3% for most of the quarter, Bitcoin down 12% oil is still super cheap, beginning the quarter where it ended near 70 bucks. Gold has been the star performer this year. Are up 17% just in the quarter, and for the first time in history, has searched the over $3,000 an ounce, its best quarter since 1986 in fact, this century, gold has now outperformed the S, p5 100 by two and a half times. Just incredible. There's our asset class rundown. Let's speak with this week's guest.   This week's guest has been a long time, prominent, well known name, perhaps even a household name. She is a global wealth expert, six time New York Times, best selling author, and today, she runs integrated wealth systems and other alternative asset platforms since 1996 she's been involved in multiple areas of finance, mentoring, real estate investment, business development and gas and oil. And much like me, she teaches people her strategies on how to make money, invest money and keep money, but together, you and I can look forward to getting her spin today, and you've seen her seemingly everywhere over time, in the USA Today, The Wall Street Journal, the view Dr Phil in every major legacy network channel, many times she is on a mission to change The conversation about money. She was known as the millionaire maker from back when a million was actually a lot of money. Welcome to GRE Loral Langemeier.   Loral Langemeier  11:31   hey, thank you. It's great to be here. Look forward to talking with your audience,   Keith Weinhold  11:35    Laurel, though we're a real estate investing show and audience here, I think that you and I would agree that wealth building starts in the mind that most valuable six inches of real estate between our ears. What's your take on cultivating a wealthy mindset?   Loral Langemeier  11:50   You got to hang out with millionaires. I said the fastest way to become a millionaire is hang out with them. Is for me. I knew that's what happened. 1996 Bob Proctor introduced me to Robert Kiyosaki, Sharon Lechter, I flew down, sat at her kitchen table. I walked out that day. I flew in as an exercise physiologist for Chevron, building fitness centers in their blue collar like offshore oil rigs, refineries like the sexiest places in the world, Kazakhstan and goal Africa. I went in as an exercise physiologist. I went out the next day as a master distributor with a cash flow game. And I jumped, I quit my job and said, I'm going to go follow this Japanese kind of game around. And I was teased and teased and teased. Keith because, I mean, Rich Dad, Poor Dad didn't really hit until 1998 so sort of this risky proposition. But like with anything you say yes, you figure it out. And I knew people asked me over the time. They said, What would have happened if Rich Dad, Poor Dad didn't hit, if it didn't become as big? I said, we just opened up another door that's such a message for people, their need to see the path of how to do everything before they move is honestly one of their biggest saboteurs. So for mindset, I think mindset also goes with knowledge, because I just know, having taught this, you know, just this whole millionaire hold like a millionaire maker book. And for all your listeners, I can give them a ebook copy of the millionaire maker. So love to give that out to everybody for free. However. You want to do that in the show notes, but becoming a millionaire is the same thing as take like you said, you got to learn to make money. As an entrepreneur, even if you have a job, you've got to learn to make money. You've got to learn to keep it through better tax planning, and you have to invest in alternatives, which is why real estate was my first millionaire status. And I've been a millionaire now in nine industries. So that's kind of exciting new hit nine industries this last year. So done in a lot of different categories. Real Estate was my first in 1999 and during that period, if it wasn't hanging out with Robert Sharon, Keith Cunningham, like Bob Proctor. I mean the guys. I mean when you're living around millionaires, the fastest way to not only get your mindset, but then your behavior and your knowledge levels just skyrockets because you're around I mean people who live it, and they're living it every day. I think those who sit on the bleacher seats, I call it Keith, where they're just watching, reading, but never getting in the game. They're the ones who like they're sitting in the oyster seats, right? They're just watching. They're not actually get on the playing field.   Keith Weinhold  14:09   Sure, it harkens back to the classic Jim Rohn quote, you are the average of the five people that you spend the most time with. Laurel when it comes to mindset, one thing I think about is that every single day, 8.2 billion humans wake up, and every single one of us has this gap between who we are and who we could be, yet most of us make zero progress on this ever present gap. So when it comes to wealth mindset and finances, what can we do?    Loral Langemeier  14:38   You gotta get a mentor and a coach. And I got a mentor and a coach when I was 17, what shifted me and really changed the whole trajectory of my life. I grew up at farm in farm girl in Nebraska, and at 17, I was going off to university, also going to play basketball. And so I went to one of those pre sports seminars, and Dennis Whateley was a speaker. And. And I ran to the front of the stage, and I got the book, Think and Grow Rich, and that I can tell you, a farm girl 17, going like, there's a whole other way to live. So instead of going to school to get a law degree, which is what I went into, which I still think I'd be a heck of a little debater and negotiator, but I do that enough in business now, I got a finance degree, and I just studied. And my first mentor at 17, I walked into a bank, and I remember asking the bank president, will you mentor me? Because rich people put their money here. I need to understand money, because I don't understand it. And I was never really raised in that conversation, which I would say, 99% of the planets that way. And I have taught and traveled this work since, you know, 1999 when I became a millionaire, Keith, I've put this work into six continents, all but Antarctica. So I know it works in principle. Everything we will talk about today works in every continent. The benefit is the United States has the most corporate structure, the best tax structure, the best tax strategist, stack strategies. So even my high net worth international clients end up, typically in Nevada, with a C Corp or some sort of asset company or trust, where then they can buy us real estate, US gas and oil and activate our tax code for them. So we do a lot of really high, high level international strategies. Just because I bent all over to do that, when very blessed to do that, it's interesting, because I think mentoring, you're not going to be taught this. And what drives me crazy when people say, and I'm sure you've heard this a million times on your podcast too, Keith, schools should teach this. No, they shouldn't. Parents, you need to teach it. You need to be more active in your household than your family. And instead of letting Tiktok raise your kids, you need to raise your kids. So I do a lot of work in this category, because my kids are now 18 and 25 raised them a single mom, but legacy work is critical, and that's why I have a game. I have a millionaire maker game. So from the cash flow game, I have a game, and I think the parents have got to put the conversation about money in the household, and they got to monitor like, what they say, you know, don't ever, ever say to a child. Don't ask for it, or, you know, or we can't afford it, because you can afford anything you want if you learn to make money. And I think Keith is part of this. I know we're in a real estate show, but you know, how many people want to be real estate millionaires and never make it? How many people want to do like you said, whatever, the life they're really meant to live? But again, I think they're in I don't think I know their environment, who they hang out with, who they spend time with, what they read there. Are they binging your podcasts and my YouTube channel, or are they binging Netflix and Hulu and watching John like how you feed your mind and what content, how many books you read? I don't care if they're ebooks audiobooks, but you've got to put new content in your brain all the time and be around the people making it happen.   Keith Weinhold  17:41   Oh, that's great. Sure. To change yourself. You got to change your five, change your mentors, change your influencers, and, yeah, be that parent that teaches your children about money, and you don't have to teach that money is a scarce resource. I really just think that's one part of a mindset. That's where most people's mind goes when they think about money. They think about it as a scarce resource for one thing, and it's pretty counterintuitive with the mindset. I mean, if you want to be in the top of 1% you're probably going to be misunderstood and even iconoclastic.   Loral Langemeier  18:13   Yep, I would agree. And you know, another thing with mindset that I think is interesting is, and again, I'm gonna go back to knowledge, about consuming the right knowledge. And on my YouTube channel, which is, you know, Laura Langmuir, The Millionaire maker, it's family friendly. It's for five years old and up. We actually have a YouTube journal, Keith, that we did, where it says, What day did you watch the video? What did you learn? What will you do? And in 365, days, because I'm there every day, here is your this. And that's what I tell parents. I said, get yourself and get your kids a journal and at least one lesson from every recorded, you know, video. So I would say, give me five to 10 minutes a day just for a new piece of content. And the biggest one that is searched on my channel. I want to relate this to real estate is people's mindset and understanding with debt. They have such a negative, negative relationship to debt. And I want to start with this. Debt is the cost of money period. It is not negative. I think it's the most positive thing you could do. And as a real estate investor, arbitraging debt, meaning, if you can get debt for two, 3% or 0% I have over 500 sources, I can get 0% financing for 21,24 months, that's free money that's not hard money, that's not 13% 14,15, that's free. And I would go into a million dollars of 0% debt I have, and I will at the end if I can invest it and make 10,12, 20, 30% so people need to learn, debt is your friend. If you use it in a responsible, organized and educated way, it is absolutely your enemy if you're using it to buy lifestyle crap. So like, debt is such a weird thing. Keith and I don't care how long I've had clients, if they grew up with a lot of debt and a negative impact around money, they can be a millionaire and still have this weird relationship to death. Oh my god, debt, and it's literally. They tremor. It's like it's just money, and there's plenty of it. It's just the cost of it. Or is it being paid to you, or are you paying it out and arbitraging that that range could build. I mean, that alone, if you just learned that strategy and applied it on top of your real estate strategy, would triple, if not 10x your portfolio,   Keith Weinhold  20:19   like we say around here at GRE financially free beats debt free. You understand the difference? So does our audience. A lot of people don't. In fact, trying to retire your debt and slow your progress toward being financially free. I love it. Yep, you know what's funny, Laurel, just like you're coming on this show today, sometimes I'm a guest on other shows, and the way I've started to have the host introduce me to say, Hey, if you want your show to get some attention, say that our guest today, me has millions of dollars in debt, and he has from a young age that attracts attention. They think it's a negative thing. They don't know that my debt is outsourced to tenants. They don't realize a net worth statement. That's only the debt side of the column. We haven't talked about the asset side of the column, so it's really just an example of being paradoxical and iconoclastic. There we move beyond the mindset Laurel. I know you have some really actionable things on how you can help people build wealth quickly. Tell us about that.    Loral Langemeier  21:16   So again, using debt is a massive piece of it. I'll just talk about some of the stories, like when I got into real estate in 1999 real estate in 1999 I lived in Marin, California, Sausalito, specifically right on the water. I shouldn't be on one side, right the San Francisco Bay. And got pregnant at 19 January, 8 was like, Oh, little sticks like, Oh, I'm gonna be my mom. And I knew I'd be a single mom. So I entered parenting as single mom, and I struck that, you know, another check for $25,000 seems to be the number for a real estate mentor that I've been kind of putting off. And I said, Oh, it's time. I said, so right now let's go. I have nine months. And he said, Why do we have nine months? I said, I'm really close to being millionaire, but I gotta hit millionaire status. And I need this much cash flow by my 34th birthday, which was June that year. I said, because in September, I'll be having a baby. And he went, what dropped the phone, and so he said, All right, so I wired him the money, and he said, meet me in Oklahoma City the next day. Yeah, well, there's a ticking clock. Yeah, there was my timeline nine months. But we went straight to the streets. And I think for the for me, I was privileged to be with a whole team, and I don't think I am a massive advocate. If you don't know what you're doing and you haven't done it, why take 100% risk in any industry that you've never played so I only got 15 20% of that run. But here's what I came with. In 1999 I knew how to build a database because Bob Proctor taught me that. So during the cash flow era, I bought my own inventory, took out debt, bought $500,000 of games, put them in my own warehouse so I could collect my own database. So from 96 to 99 I had acquired 18,000 people who had bought Rich Dad, Poor Dad books, cash flow, cash flow, 101202, all his the products, and I had my own financing. So I was doing my own product. I had my own stuff. And all this is a big backstory, because a lot of you in real estate don't have a database. And here's the value I brought to that team that earned me another almost 10, 15% of equity is I brought 18,000 people, and when they saw that, they're like, you could help us raise the money, I said, I don't know to raise money. And they said, we do so again, I bought my way into a team for 25,000 in a mentoring program. There's about 10 of us that met in Oklahoma City, went down to Norman, and within less than a month, we raised $16 million out of that database. They did. I didn't know how to do it again. I sat on the sideline, but highly mentored and guided. So I was on a winning team from the beginning. We bought so much real estate, and then we went into the remodel. And so right then it's like, well, let's own the construction company, so that way we could get better buys. We can buy for the whole street. We can buy for the whole apartment. So we bought we started construction companies. We started being the distributor of the windows and doors in Oklahoma. We did that in Kansas. Now we do flooring as part of the distribution. We've done stoves. I mean, you name it, if you're going to buy it, buy it from yourself, or some way that you get paid extra. And then, like I told you before we went on the show, I would have the property management company. So we would start that, which was then came along with the cleaning companies. Gotta have the cleaning companies, the cleaning crews, the hauling crews. You're gonna pay one 900 got junk, buy your own truck, lease your own truck, haul your own stuff, and then rent it out lease it to others. So when we say cash flow fast in real estate, I went all in. So I own 51% of every property management company, and I put a ad in the paper for an electrician or a plumber, because they were mine most of two expensive things. And so they became partners. And I just made a lot of stuff, quite frankly, but I made it up with a lot of mentoring and guidance, of which those guys are still great, great friends of mine. We still own a little bit of property together. We went to Mexico and did a whole run through Mexico. The team was the most vital part. And what I say to folks in real estate, if you want to go big is you better get a database. I just find key that so many people in real estate don't understand. The Association of having a database, and the way I describe it is, today I might not want to buy, but if you don't have my name, phone number and email, and you don't continue to market to me the day, I am ready to buy or sell, you're no longer on my radar because you're not keeping in touch with me. Your job is an agent, a broker, an investor, I mean, is to build this database of people who then will go along with you on a journey. And I can tell you, it was a very blessed to have done it that way, but that 18,000 is what helped me become a millionaire. Because I had the people. I didn't know what to do with them. I didn't know how to raise my I didn't know anything about a PPM. I knew nothing, but I learned it all, and I was under a very, very successful. You know, decades and decades of success team. So, you know, they were 20,30, years my senior, but boy, I learned. I really leaned into it. And I think people do buy into programs and mentoring communities, but they don't do the work. And I see it all the time, I don't know how many people, and I'm holding up my millionaire maker book, and then this latest one, which is how I made my kids millionaires on paper at 10, again, by using trust real estate. Put them in my real estate company, shareholders,   Keith Weinhold  26:05   make your kids millionaires. Is the title of the book you just held on that second one.   Loral Langemeier  26:10   That one's a 2022, that was my latest best seller, and how I did it with my kids. And again, this back to The Parenting. So I can go a lot of ways, Keith, but I think the do it fast is go wider. I think so many people just go into buying just the asset, and they don't like I'm in the cannabis space right now in Nevada, legal. I'm an illegal cannabis I have licenses and very similar, if you're going to go in and you say seed to sale, you own everything like so I mean, the guy who's running my farm, he owns the label makers. He owns the, I mean, if you name it, he owns the nutrient company, because you need nutrients for the plant you're going to own. You're going to own. So the more you own of what you do and you have to pay, the more you keep your cash flow. And again, I see that mistake with real estate people subbing all the work to so many people. It's like there's so much cash that just went out that could be at least a percent of that could have stayed home with you. Sure   Keith Weinhold  26:59   100% there's an awful lot there. You're a big believer in vertical integration, in bringing in all these levels and stages of construction and management and so on, and bringing them in house. And yeah, it's interesting. You talk about the importance of the team. Here, we talk about how your team, whether that's your property manager, your mortgage loan officer, your 1031 exchange agent, how your team is actually even more important than the property itself. And yeah, when it comes to having a database these names Laurel, it's amazing, in a way, reassuring, in a high tech world with AI, that it still comes down to that primordial human connection of people and who you know you're the listener. As you've listened to Laurel, you could probably tell that she was a star student, which is why she's now a star teacher and mentor so much more when we come back with Laurel Langemeier, this is Get Rich Education. I'm your host. Keith Weinhold.   you know what's crazy? Your bank is getting rich off of you. The average savings account pays less than 1% it's like laughable. Meanwhile, if your money isn't making at least 4% you're losing to inflation. That's why I started putting my own money into the FFI liquidity fund. It's super simple. Your cash can pull in up to 8% returns and it compounds. It's not some high risk gamble like digital or AI stock trading. It's pretty low risk because they've got a 10 plus year track record of paying investors on time in full every time. I mean, I wouldn't be talking about it if I wasn't invested myself. You can invest as little as 25k and you keep earning until you decide you want your money back, no weird lockups or anything like that. So if you're like me and tired of your liquid funds just sitting there doing nothing, check it out. Text family to 66866, to learn about freedom. Family investments, liquidity fund again. Text family to 66866.   hey, you can get your mortgage loans at the same place where I get mine at Ridge lending group NMLS, 42056, they provided our listeners with more loans than any provider in the entire nation because they specialize in income properties. They help you build a long term plan for growing your real estate empire with leverage. You can start your pre qualification and chat with President Caeli Ridge personally. Start Now while it's on your mind at Ridgelendinggroup.com that's Ridgelendinggroup.com.   Hal Elrod  29:43   This is Hal Elrod author of The Miracle Morning and listen to get it rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  30:01   Welcome back to get rich education. We have a well known name in the finance space. For decades, Laurel Langemeier with us. She has done an awful lot of real estate investing in her career, and as you can tell, she's got her own recipe, her own formula. She does things differently, she integrates. She brings things in house. Has multiple companies, and Laurel knows that you can be a profiteer when you serve the customer or the tenant, really, to the maximum amount. A lot of people have a gap there, and there's an opportunity cost. And Laurel, I know that one way you serve people is with Airbnbs in the Ozark region of Arkansas. Tell us about what you're doing there. That's really interesting.   Loral Langemeier  30:41   So we bought pretty big houses, and a few of them we actually the one we were remodeling it, and that's when we really got to know the Ozarks. And there's a lot of tentacles. And so to get, like, from the properties we were buying to where you would rent a boat or a jet ski or get your watercraft, it was all the way around the lake. I mean, that's two lane roads, and it just took forever. And I thought, well, let's so we have another LLC that we bought some boats and jet skis. And again, when you get to know what do people really go to the Ozarks part that we call it the Redneck Riviera. They go to party. They go to party more than they need some bougie house to stay in. That's not what they really come they want to stay on the docks. So instead of putting a lot of money, we said, how can we force Do we have one property has 22 beds, so 22 people can sleep, but they just barely sleep there because they party. So we put more money in rehabs, into the dock, expanding the dock, big sound systems, a big bar, refrigerators, just made it super fun. And then when the tenants come, they don't just rent for the night. We also give them. We'll get your groceries and booze. We'll stock your bar down on the dock if you want. We'll pull up our boats and jet skis. So we had our own small fleet. Again, we just stacked on more service. So when the tenants arrived, a we got, you know, anywhere between depending on the boats and the jet skis and the tubes and all the ropes and everything they wanted, water skis. I mean, whatever they wanted to rent. Basically, we became like a rental company, and everybody freaked out, and they said, Oh my gosh, you're going to get killed in insurance. You're not. I mean, yeah, it's a lot more planning, and it's more work to get all that prepared. But that was anywhere between 500 to 1000 more a night in just the Airbnb. So again, why? If you're going to do one thing, do more for them, the more you serve a client, I don't care what area it is, yeah, the more you serve people, the more money you will make, because they're going to buy it, they're going to have to go get their booze on their own. They're going to have to go get groceries like that's a whole day of getting all that gear to their property versus, let us just save you a day on your holiday and let us do it all for you. There's so many creative ways that you could just serve people, and if you don't know what to do, ask them, What a novel concept. I do surveys all the time, like always doing polling and surveys. Hey, I'm a money expert. What do you want me to talk about? That's what right now, if you really look at a lot of my YouTube and a lot of my social media, people want reduced taxes. So like, I'm doing a heavy, heavy lift, because it was a survey that told me to do it, not just because Laurel decided to do it. And I think so many of you don't realize your audience will tell you what they want and how they want to be served. If you're listening, that's how you make money. And so many people as you know too Keith, that come as the entrepreneur saying, This is what I'm going to teach you. Well, nobody asked, nobody asked for that content. You wonder why it's not working. Is because you're pushing your agenda versus pulling and giving and serving their agenda?   Keith Weinhold  33:23   Well, that is a great point. How do you know what people want? Two words ask them, which is exactly what you're doing there and the way that you're adding value and amenities onto a property there, like with what you're doing with Airbnbs in the Ozarks. It actually brings up a thought for another Jim Rohn quote. Jim Rohn said money is usually attracted, not pursued. Tenants are attracted to your rental units, new luxurious floors, and you'll soon profit when they compete over it.   Loral Langemeier  33:52   Yeah, it's a lot of this stuff. It's not difficult. It's just different. And I use that saying all the time because people are like, Oh my gosh, it's so scary. He said, It's not scary. The only reason why people put fear and risk and that kind of negative energy and words, you know, language around, I think real estate or money or any of that, is the lack of knowledge. Because if they don't know, anything that you don't know is scary, like you and I talked before the show about aliaska. I mean, if you don't know how to ski and you try to go to aliaska, good luck. You would be scared out of your mind. But once you learn, it's exhilarating. And I find out with everything. So anything you approach and just notice the hesitation, is it because you need to learn it then lean in and find the best in class to teach you and like, shortcut your learning curve. You don't have to study for years and years and years and years. Becoming an entrepreneur is a decision right now, today, in two minutes, make a decision, and then get to work on what your offers are. You say, Well, what am I going to offer? People ask them, and they'll tell you what they're going to buy from you, because they're buying stuff all day long in this economy, they are buying and going to continue to buy.   Keith Weinhold  34:56   If you yourself have a question for Laurel, you can always ask. Ask it at Ask loral.com L, O, R, A, L and Laurel, what are some of the more outstanding questions that you get over there, and how do you help them with some of the most important ones?   Loral Langemeier  35:12   I'd say the number the biggest flood of content and questions right now is, how do we reduce taxes? I made up this term called the tax trifecta, because what affects your tax return is how you make your money. If you're just an employee, meaning a w2 like in America, that's what it's called. And Kiyosaki said it best in Rich Dad Poor about there's two tax systems. You're an employee, you're going to get tax pieces. You live on what's left. You're an entrepreneur, and you make money inside of a company. You activate 81,000 pages of tax code, and then you pay tax. So you decide how, where you want to pay tax. I call this living corporate life. So when how you make your money inside, what kind of a company? Right? And then activate the 81,000 pages of code for the deductions. Like I teach my people, they'll never go on a vacation. They're gonna have a business trip. And when you're in real estate, you can go anywhere in the world legally on a business trip, as long as you do what's required to actually make it a business trip by looking at real estate, and it's not that difficult. I mean, the reason I'm in a lot of different businesses is my kids have never been on a vacation. I don't take vacations because they're not deductible. I take business trips. So I teach families how to employ their kids. How to do all of that, like, how do you activate your kids? I mean, when my son was born in 1999 he was employed day one. He had Roth IRA By the second day of his life, and he was funded every day. And he's 25 now, just that one move made him a millionaire, just the one move of maximizing your Roth IRA strategically using it to invest in real estate. So I use a lot of participating notes. I did all sorts of different plays to grow their Roths tax free, tax deferred. So I'm super active about the whole family being in a real estate business. I think real estate is it's the first one I went after, and it's still the first one I tell lots of families. I mean, it's got to be in your portfolio. I still own a lot of commercial real estate, some residential, I said, in the Ozarks, but most of mine went commercial within the last especially COVID, I went all commercial for the most part, besides a few pieces of residential. Back to what do I that tax trifecta, how you make money, how you activate the tax code. And then the biggest one that nobody in financial planners will not tell you about it, your tax, your CPA, won't tell you about it. TurboTax is never going to tell you about it. It's how you invest in alternatives. So real estate, obviously, is a big one. Gas and oil is a massive one. Aviation, water rights, mineral rights, conservation easements, carbon credits, those are the ones that affect your tax, because you get the depreciation schedules. So it's how you make it, how you use deductions and how you invest collectively makes up your tax. And so those are the kind of questions key some category of that, like I told you before the show, I have a new guy that just joined by over $20 million of real estate and only a few LLCs, no S corp, no C Corp, no trust. I'm like, and then you have these ridiculous insurance agents who say insurance will cover it all. You don't need to have an LLC or an S corp RC. You do? You do too. I would never live on just insurance that is such as 1960s conversation, like you guys got to grow up?   Keith Weinhold  38:17   Yeah? Well, you know, totally. And you mentioned Rich Dad, and it's really the Cash Flow Quadrant. And one thing that the Cash Flow Quadrant helps delineate is you touched on it your tax treatment. Tom wheelwright is the most frequent guest that we have ever had here on the show, being the tax guy coming from the rich dad school. And Tom wheelwright was really the first one to inform us that something like 98 to 99% of the tax code is actually a road map for where the deductions are. Only one or 2% of maybe are the tax tables and what you must pay almost all the rest of it, is this roadmap to give you a guaranteed ROI if you follow it, something that you don't usually get in investing. And you brought up a few interesting tax strategies there. I think one of them is how you employ your kids and get deductions that way, while your kids learn. Tell us more about that.   Loral Langemeier  39:11   I mean, when Logan was two, I put him out. He was painting buildings. He was around all sorts of, you know, title companies and closing tables. And then my daughter's same thing. So I take them with me. There's again, part of parenting is they have to be involved in your life. And I think so many parents just leave their kids home. They leave them with the device or their phone or some iPad. None of us have it like if they're gonna sit at a time, you know, a closing table, then I want them if they may not know everything at that moment, but that experience in that environment of just being a natural environment for them to know, to do business deals. It changes them. Changes your kids drastically. And then fast forward, when my kids are 18, they get an LLC for their birthday, and they're added on shareholders in a bigger way, because then I use again the roadmap. Because, you know, well, I always. Laugh, I say, but people read fiction novels and junk whatever. I'm reading the tax code. I think the tax code is the most creative, freeing body of work that has ever been done. It's fascinating. It's so creative. My son's becoming a CPA because of it. So when my son went to school, he was on a football scholarship. He played for Georgia, Southern starting center five years because I'm a single mom and I only make $42,000 I don't even own a phone. I don't own a car. I don't own a home, actually, because it's held in LLC It's an estate property   Keith Weinhold  40:32   I put or on paper or on papers.    Loral Langemeier  40:34   No companies own it all and trust on it all. So I own nothing like I literally live Rockefeller style, and I teach people that this really was beyond the millionaire maker stuff. But my point with the kids is then when he goes to school. So instead of going every Friday to watch him play football, on a Saturday, I went on a business trip to see my son, and he and I actually are looking again. That's in states pro Georgia, where Georgia's other is buying some apartments that we can then back into, and then then we go to the athletic department, and we know how much they will guarantee rent paying scholarship men to live in our apartment, like there are so many cool ways, and that that's how my son will get involved. So during all of my trips to watch him, Yes, I took one hour to watch him play football. Otherwise, I went to see my business partner. So my point is, and when he came home, he had to come home, not to just come home, but he came home to see his business partner happened to be his mom. So there's a way to put your kids into these businesses early and put them through school, have school that can't be written off. And even though he's done a scholarship, all that travel was still not a deduction, unless we structured it as a deduction to the real estate company. There's so many strategies that I honestly, Keith, I made a lot of these up. And I went to, you know, my top tax team, and I said, why can't we do this? I said, I want this to be done. Tell me the legal way to do it, and then they would guide me. So then I just turn around and I teach other people that when you do your own taxes, number one, you're not educated enough to do your own taxes, so why people do Turbo Tax or even H R Block? I mean, that's where kindergarteners play. And if you want to be a millionaire, you have to get experts around the table that really know what they're doing. I mean, a proper tax strategist at the level we have, and I have, like, 28 people on my financial teams that integrate. I mean, they have masters of accounting. So they've gone to school five and six years. They've sat for four exams and had 2000 hours of audit. So whenever, like an engineer or somebody, even a real estate investors, try and do their own taxes, I'm like, it's a highly, highly skilled expertise. So anyway, I could go into the team approach. I don't think Keith, I know so many people are so close to getting it really all right, but their sequence is completely out of order, and they're just at call tax and invisible paying. You're just used to it. You're just used to paying it because you think you have to. And you've been scared by the media that it's this big, scary thing, and the IRS is going to come get you. It's like, no, they're not. This is legal to do all this stuff. You just have to do it right and document it right   Keith Weinhold  42:57   right. And that's part of your team, your tax team, and that's another good ROI. If you pay a tax preparer and strategist 5k which is more than most people, maybe they're making you 10x that or more with their knowledge of the tax code. And for you, the listener that might find the tax code to be dry reading, you know, for a lot of people, you're probably right that it is dry reading. But if you think of it this way, if I act on what I read, then I am getting paid for what I'm reading here in the IRS tax code. Well, Laurel, do you have any just last thoughts, overall, whether that's about wealth, mindset or real estate or anything else, as we're winding down here   Loral Langemeier  43:35   any question ever you just go to ask Laurel, A, S, K, L, O, R, E, L, ask questions. Make a request you can ask about I have online events. You can ask for free tickets. You can ask her ebooks. So ask her whatever you want. We're super generous on giving gifts away to especially our new listeners and new folks. But a lot of it's, I'm going to say it's active engagement. That's a term I've used as I walked into 25 and I look at the people I've made over 10,000 millionaires, probably 12, 14,000 by now. But the difference between those who make it and those who still struggle is active engagement. I'm showing this on your screen just to have it on video, but I got this magic wand because people say I have a magic wand. I said, I do. I naturally now officially have one, and it comes with pixie dust. But it doesn't really matter. It won't work. I can't just, you know, anoint you with my little wand, and all of a sudden it's magically going to change. You have to actively, like you said, study the IRS code, study my books like my millionaire maker is a blueprint for how to be a millionaire. So there's seven families in the book. Pick which one you're closest to and what you've done to yourself, and then start the pattern, and there's a pattern and a sequence for everybody, for seven different kinds of family, and what you've done to yourself. And I also live the last kind of words I would say to people is that I've been doing this way too long. I have no judgment, no criticism about what you did to yourself. A lot of people are ashamed or embarrassed, like I can't believe I'm this old and I should be farther along. So what now? What is my. Saying, so what happened or how you got here? What do you want to do about it now? So we start with a new, fresh line and stand and let's go and you can create anything you want with the right team around you and the right initiative. So just know you'll be actively engaged in this. This isn't me, doing it for you or to you. It's with you, and you have to own it. You have to own your own wealth. Nobody else cares about it more than you.   Keith Weinhold  45:23   these strategies work as long as you do. Laurel, it's been a great mindspring of ideas for the listener here. Thanks so much for coming onto the show.   Loral Langemeier  45:32   Thank you. Appreciate it. Look forward to hearing from many of you and helping you out.   Keith Weinhold  45:35   Oh, yeah, a wide range of expertise from Laurel Langemeier there. And you know, we're talking about the awareness of the gap between who you are and who you want to be earlier. Really, there could be a gap between how you're utilizing your rental property currently and what it could be Laurel found more ways, for example, to serve her short term rental tenants in the Arkansas Ozarks with providing boats and jet skis dockside to her tenants. In fact, there's a book all about this called the gap and the gain. It was published about five years ago, and let me tell you what it's about and maybe save you 10s of hours of reading most people, especially highly ambitious people, are unhappy because of how they measure their progress. We all have an ideal. You have an ideal. I have an ideal. It's a moving target that is always just out of reach. Well, when you measure yourself against that ideal, you're in the gap. However, when you measure yourself against your previous self, you're in the gain measuring your current self versus your former self, that can have enormous psychological benefits. That's how you can feel like you're making progress, and that gives you confidence, and you make more progress. You might have only owned two rental properties last year, and you're going to have four this year. So you want to make that comparison, don't make the comparison that Ken McElroy has 10,000 units and you never will big thanks to the driven and experienced Laurel Langemeier, today, I feel like she has a narrow gap between who she is and who she could be.    There is a lot happening here at GRE in our newsletter called The Don't quit your Daydream letter. I recently let you know about what chat gpts ai updates mean for real estate investors, and I showed you that before and after photo of how you can now tell AI to just renovate your rental unit, and within just a minute, it shows a pre and post renovation, it shows what the renovation would look like. AI is also being used for fraud, like to generate fake receipts or insurance fraud that makes a property look damaged when it really isn't. And every few weeks, I like to send you a good real estate map, like the recent one that I sent you, showing the cost of living by county and how that map was almost like a cheat code on how you can find the best real estate.    Also here at GRE our free coaching is helping connect you with properties. Many of you are interested in BRRRR strategy properties lately, I recently reshot the entire real estate pays five ways course, and I updated it for today's times with today's numbers. I'm giving that away for free, those videos and even giving a free gift at the end of the course, I share those resources with you in the Don't quit your Daydream letter as well.    And then, of course, I sent you details on the Great Investor Summit at sea cruise starting in Miami, sailing the Caribbean June 20 to 29th and how you can have dinner with me and the other faculty, like Robert Kiyosaki, Robert Helms, Peter Schiff, Ken McElroy and more. And this particular cruise event is not cheap to attend, although I don't make any money from the event, but our Don't Quit Your Daydream letter is totally free. I would love to have you as a reader, and you'll stay informed on all these Real Estate Investing Insights and trends and events and more, otherwise, you're really missing out. See, the reason that I write the letter is that I have visual things to show you that I cannot do on an audio medium here, like this, like those real estate maps. And before and after photos. I write the letter myself. You know so many other letters are now AI generated. I write this myself. It is all from me to you. And if you aren't already a reader, you can get the Don't quit your Daydream. Letter free right now, just text text GRE to 66866, and by the way, we don't text you the letter each week. That would be intrusive. The letter is emailed. It's just a convenient way for you to opt in. You can do that while it's on your mind again. Text GRE to 66866, and I'll turn it alternative way to get the letter is to visit get rich education.com/letter that's get rich education.com/letter. I've got a lot more for you next week. Until then, I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 1  51:01   Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests are their own. Information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively.   Keith Weinhold  51:25   You know, whenever you want the best written real estate and finance info, oh, geez, today's experience limits your free articles access, and it's got paywalls and pop ups and push notifications and cookies disclaimers. It's not so great. So then it's vital to place nice, clean, free content into your hands that adds no hype value to your life. That's why this is the golden age of quality newsletters. And I write every word of ours myself. It's got a dash of humor, and it's to the point because even the word abbreviation is too long, my letter usually takes less than three minutes to read, and when you start the letter, you also get my one hour fast real estate video. Course, it's all completely free. It's called the Don't quit your Daydream letter. It wires your mind for wealth, and it couldn't be easier for you to get it right now. Just text GRE to 66866, while it's on your mind, take a moment to do it right now. Text GRE to 66866.   The preceding program was brought to you by your home for wealth, building, getricheducation.com    

The Movie Crypt
Ep 617: Adam Roberts

The Movie Crypt

Play Episode Listen Later Mar 31, 2025 62:10


PUBLIC VERSION. Adam Roberts (Screenland Armour Theater, PANIC FEST) joins Joe to discuss the ins and outs of running a movie theater and programming one of the best genre film festivals in the world. From his transition from H&R Block to programming blockbusters at his very own theater in Kansa City… to how he picks which films to program at his theater and the origins of PANIC FEST… to the business side of running a cinema in 2025… to the art of a quality grilled cheese sandwich (available at the Screenland Armour) and what's in store for this year's Panic Fest, Adam pulls back the theater curtain on one of our culture's most celebrated pastimes… the theatrical experience!

The Speed of Culture Podcast
Beyond April 15: How H&R Block's Year-Round Strategy is Changing Tax Filing with Chief Marketing & Experience Officer Jill Cress

The Speed of Culture Podcast

Play Episode Listen Later Mar 27, 2025 31:01


On The Speed of Culture Podcast, Jill Cress, Chief Marketing & Experience Officer at H&R Block, breaks down how AI, digital transformation, and consumer insights are reshaping the tax industry. From helping Gen Z navigate their first tax filings to leveraging AI-powered tools for real-time tax support, Jill shares how H&R Block is making tax season easier, smarter, and more accessible for all.Follow Suzy on Twitter: @AskSuzyBizFollow Jill Cress on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

Created
When you started from the bottom (now we're here) [w/ Francesco Grandi]

Created

Play Episode Listen Later Feb 26, 2025 81:59


Francesco (Fran, if you're buds) on his ascension from lowly intern at Ogilvy to the CCO throne. Plus, the Dove campaigns he's worked on for the last 2 decades. ABOUT OUR GUEST:Francesco is an internationally-recognized, Emmy nominated, Chief Creative Officer of Ogilvy Canada where he leads the Toronto and Montreal office. He is Ogilvy's highest ranked CCO in the world.Prior to his current role, he has worked his way across the globe from Chicago, Toronto, Amsterdam, London, and back to Toronto.He has led some of the most iconic brands in the world, such as Netflix, Guinness, Uber, Samsung and Dove, where his back-to-back “Toxic Influence” and “Cost of Beauty” campaigns both became the most shared and most awarded in the brand's history. This catapulted Dove to 2nd at the Cannes Lions Brand of the Year rankings, and Unilever as coveted Creative Marketer of the Year.He has led Ogilvy Canada to their most awarded year in the agency's 64-year history, doing the best work on their biggest brands.He has helped spur a 75% conversion rate on new business, winning the H&R Block, Go Train, Up Express, Clif Bar, Mitsubishi, Young Drivers and Samsung Global accounts.He believes being an “outsider” is a creative's greatest superpower, which is why he loves to fill his creative department with talent from all over the world. This diversity of backgrounds, cultures, and thinking leads to more unexpected ideas.Francesco has won over 350 awards, including back-to-back Cannes Gold Lions, a D&AD Collaborative Black Pencil, and multiple Grand Prix and Gold at every major show, including The One Show, Clios, LIA's, Eurobest, Effies, Andy's, Communication Arts and ADCC's.  ADCC Created is brought to you by The Advertising & Design Club of Canada, hosted by Lyranda Martin Evans (Fellow Human), with music and studio care of Grayson Music. Follow us on Instagram @theadccEmail us at created@theadcc.ca

Option Five
158: How to Read the Data Like a Story and Make Smarter Moves ft. Nate Juraschek

Option Five

Play Episode Listen Later Feb 24, 2025 39:22


Data vs. gut instinct. What really drives the best product decisions?Nate Juraschek, Head of Product at Telarus, has spent 20+ years navigating the highs and lows of product leadership—from Sprint and H&R Block to fast-moving startups. Along the way, he's learned one truth: data is only as good as the story you tell with it.Topics covered in this episode include: * How to use data as a guide when following gut instincts * Why curiosity is the secret weapon of great product leaders* The most powerful (and underrated) analytics tools to start using today* How a background in filmmaking prepared Nate for the world of building digital products* How AI is changing the way we track, analyze, and act on product dataWhether you're in product, UX, or tech leadership, this conversation is rich in insights to help you make more confident decisions.Watch the full episode on YouTube This episode is brought to you by Crema - Get the most out of your existing product teams. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.peopleofproduct.us

Real Estate Money School
Your Money Mindset Is Keeping You Broke…Here's How to Fix It w/ Dr Bradley Klontz

Real Estate Money School

Play Episode Listen Later Jan 2, 2025 50:29


Have you ever felt like no matter what you do, you'll never break free from your current financial situation? Do you catch yourself thinking, “This is just how my life is meant to be”? If so, you're not alone. Many people are born into circumstances that shape their beliefs about money, success, and their own potential. But what if those beliefs are holding you back? The truth is, your mindset around money could be the very thing keeping you stuck. Thinking you're destined to fail because of where you started in life is a broken mindset. And yet, so many people live their entire lives believing they are trapped, unable to break the cycle. The problem isn't where you come from—it's how you think about money. If you don't understand your views on money or address the deep-rooted psychology behind them, you'll continue to repeat the same patterns. What could be accomplished if people broke free from limiting beliefs about money? What's stopping us from taking the first step toward change? Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance and he joins me for this episode to share on financial psychology and how to change the money mindset so many people are conditioned to.   Things You'll Learn In This Episode  How to deal with roadblocks  Overcoming roadblocks is essential to achieving wealth—persistence is key. How can we stay motivated when facing obstacles on our path to financial success? Rich vs. poor mindset Surrounding ourselves with those who have a poor mindset can hinder our financial growth and future. How does the mindset of those around us influence our financial success? If others can achieve it, so can we Seeing others succeed proves that achieving our goals is possible for us too. What steps can we take today to follow in the footsteps of those who inspire us? Guest Bio Bradley T. Klontz, Psy.D., CFP® is an expert in financial psychology, financial planning, and applied behavioral finance.  He's an Associate Professor of Practice at Creighton University Heider College of Business, Co-Founder of the Financial Psychology Institute, and Managing Principal of YYMW Advisors. Dr. Brad is co-author/co-editor of 8 books on the psychology of money: Psychology of Financial Planning (Wiley, 2023), The Practitioner's Toolkit (Wiley, 2023), Money Mammoth (Wiley, 2020) Facilitating Financial Health (NUCO, 2008; 2016), Financial Therapy (Springer, 2015), Mind Over Money (Broadway Business, 2009), Wired for Wealth (HCI, 2008), and The Financial Wisdom of Ebenezer Scrooge (HCI, 2005; 2008). He is a Fellow of the American Psychological Association, and a Former President of the Hawaii Psychological Association. He was awarded the Innovative Practice Presidential Citation from the American Psychological Association for his application of psychological interventions to help people with money and wealth issues and his innovative practice in financial psychology for practitioners across the country. Dr. Brad has been a columnist for the Journal of Financial Planning, On Wall Street, and Psychology Today: Health, Help, Happiness + Find a Therapist . His work has been featured on ABC News' 20/20, Good Morning America, and in USA Today, The Wall Street Journal, New York Times, Washington Post, Los Angeles Times, Time, Kiplinger's, Money Magazine, NPR and many other media outlets and professional magazines and journals. He was appointed to the CNBC Financial Advisor Council in 2023 and received the 2018 and 2021 Montgomery-Warschauer Awards from the Journal of Financial Planning, honoring the most outstanding contribution to the betterment of the financial planning profession. He has partnered with organizations including Capital One, JP Morgan Chase, Mutual of Omaha, and H&R Block in efforts to help raise public awareness around issues related to financial health and financial psychology. Visit https://www.bradklontz.com/  Email Brad brad@klontzconsulting.com     About Your Host From pro-snowboarder to money mogul, Chris Naugle has dedicated his life to being America's #1 Money Mentor. With a core belief that success is built not by the resources you have, but by how resourceful you can be. Chris has built and owned 19 companies, with his businesses being featured in Forbes, ABC, House Hunters, and his very own HGTV pilot in 2018. He is currently founder of The Money School™, and Money Mentor for The Money Multiplier. His success also includes managing tens of millions of dollars in assets in the financial services and advisory industry and in real estate transactions. As an innovator and visionary in wealth-building and real estate, he empowers entrepreneurs, business owners, and real estate investors with the knowledge of how money works. Chris is also a nationally recognized speaker, author, and podcast host. He has spoken to and taught over ten thousand Americans delivering the financial knowledge that fuels lasting freedom.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

Coffee Break w/ NYWICI
Changemakers: Jill Cress, Chief Marketing & Experience Officer, H&R Block

Coffee Break w/ NYWICI

Play Episode Listen Later Dec 6, 2024 42:31


"Whatever the context is, whatever the setting that we're operating in - ultimately, as leaders, we are in the business of building relationships." In this episode, WomenHeard: Changemakers host Georgia Galanoudis speaks with Jill Cress, Chief Marketing & Experience Officer at H&R Block - a leader in tax preparation services. A 2024 Matrix Awards honoree, Jill's extensive brand experience also includes PayPal, National Geographic and MasterCard.  She has been recognized for numerous accolades, including Adweek's inaugural Marketing Vanguard list, Forbes' list of the World's 50 Most Influential CMOs, Forbes' inaugural CMO Next List, and Business Insider's 25 Most Innovative CMOs. At H&R Block, she leads a diverse team of customer experience, marketing, and communications professionals. Listen to this episode for the importance of curiosity about context and how her theater roots supported her career journey. 

Business Minds Coffee Chat
241: Nancy Harhut | The Secrets of Persuasion in Marketing

Business Minds Coffee Chat

Play Episode Listen Later Dec 5, 2024 58:38


Nancy Harhut, Co-Founder and Chief Creative Officer at HBT Marketing, a marketing expert known for her work in behavioral science and its application to marketing strategies, an award-winning author, and a sought-after speaker at marketing conferences worldwide joins me on this episode. Nancy has been named a Top 100 Creative Influencer, a Social Top 50 Email Marketing Leader, a Top 40 Digital Strategist, and one of the 10 Most Fascinating People in B2B Marketing. Her list of clients includes H&R Block, AARP, Sharp, Four Seasons, and many others. We explore behavioral science in marketing, how we really make decisions, triggers that increase the likelihood that someone will do what you want, and more. Get connected with Nancy: Website: https://www.hbtmktg.com/ Twitter: https://x.com/nharhut LinkedIn: https://www.linkedin.com/in/nancyharhut/ Facebook: https://www.facebook.com/nancy.harhut Instagram: https://www.instagram.com/nancyharhut/ Purchase a copy of Using Behavioral Science in Marketing: https://www.amazon.com/Using-Behavioral-Science-Marketing-Instinctive/dp/1398606480 Leave a 5-star review with a comment on Apple Podcasts: https://podcasts.apple.com/us/podcast/business-minds-coffee-chat/id1539014324  Subscribe to my Business Builder Newsletter: https://bit.ly/32y0YxJ  Want to learn how you can work with me to gain more clarity, build a rock-solid foundation for your business, and achieve the results and success you deserve? Visit http://jayscherrbusinessconsulting.com/ and schedule a 1:1 discovery coaching call. Enjoy, thanks for listening, and please share with a friend! To your success, Jay

DH Unplugged
DHUnplgged #729: We Are All Turkeys

DH Unplugged

Play Episode Listen Later Nov 27, 2024 67:06


Where are all the smokers these days? DOGE - making promises. We are all turkeys - just gullible for every comment and promise. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter DONATIONS ? OHHH - the new shirt design is coming along... Twitter - How you like the AI generated cover art? (May need to come to DHUnplugged to see all) Warm-Up - Where are all the smokers these days? - DOGE - making promises - High level indictment - We are all turkeys - just gullible for every comment and promise Markets -#endthefed making the rounds - Treasury Secretary? - Target earnings surprise - Black Friday - will that boost retail? - New Phrase - Mullet Market Thanksgiving - What is going to be on the Dvorak table? ANNOUNCING the CTP Winner for Carvana Mullet Market - No, the fish... - Steady benchmarks in the front, crypto party in the back Netflix Again - Netflix notches 70 million monthly active users on ad-supported plan - 250 million subs and 70 million on ad plan - Didn't we used to call this TV? Made a full circle except that ad-based also has a monthly fee - Over 50% of the new sign ups are ads based plans Smokers - Retail cigarette sales in China have been growing for the past 4 years, reaching 2.44 trillion sticks in 2023, data from Euromonitor showed. The research group forecasts that sales will continue to increase annually, hitting 2.48 trillion by 2028. - Euromonitor added that growth has coincided with the increasing popularity of "slim" cigarettes, often advertised as "low-tar," and various types of flavored cigarettes. - Between 2019 and 2023, annual worldwide sales of cigarette sticks fell by about 2.7% to 5.18 trillion, according to Euromonitor data. At more than 300 million, China has the most cigarette smokers in the world, making up nearly a third of the world's total smokers, according to the World Health Organization. Topic of Discussion - #endthefed - Do you think that Musk and Trump and the new gang will try to end the Fed? - Elon endorsed the idea of the President being able to intervene on monetary policy. - Seems like that will undermine the independence and then the confidence in the Fed -- Going to be some fireworks with Powell saying he will not resign and cannot be fired DOGE - Dept of Government Efficiency - Still a hardy har name - like saying Penis when in 3rd grade - Incoming Department of Government Efficiency wants to create new mobile application for Americans to file taxes for free with IRS, according to Washington Post (Intuit and HR Block down on this...) - Explain how a government agency that does not exist is making these kinds of statements. --- Thought: Make these statements and either buy or short stocks? (Again we are all turkeys - hopefully not going to be led to slaughter) Higher rates - Rates are running higher after the election - actually up to the election ran up from 3.6% to 4.6% and nor in the range - DoubleLine Capital CEO Jeffrey Gundlach said Thursday interest rates could shoot higher as the Republicans ended up controlling the House, securing a governing trifecta that gives President-elect Donald Trump free rein to spend as he pleases. - Pre-election: "If the House goes to Republicans, there's going to be a lot of debt, there's going to be higher interest rates at the long end, and it'll be interesting to see how the Fed reacts to that," Gundlach said - If the Trump administration extends the 2017 tax cuts or introduces new reductions, it could add significant amount to the nation's debt in the next few years, worsening the already troublesome fiscal picture. Yeah Right.... - Vocal critic of Putin, Vladimir Shklyarov, 39,

The Data Chief
How Mark Cuban Wins with Data for Affordable Drugs, Sports, and Developing AI Talent

The Data Chief

Play Episode Listen Later Sep 4, 2024 39:52


Key Moments:The road to entrepreneurship (1:00) Bringing transparency to the prescription drugs industry (4:30) Analyzing in-game sports data to shoot for new heights (20:00) Changing the world by making data and AI accessible to everyone (25:00) How LLMs can build curiosity for the next generation of tech talent (33:00)Key Quotes:“As with all things technology, everybody has access to the information, but few people take the time. But those who do tend to have an edge. If you're curious, if you love to learn, you're going to do pretty well. But how do you find those people when they're kids and how do you try to just capture their imagination and get them excited about the technology? That's why we started the bootcamp.”“I wanted to make technology accessible to people who otherwise couldn't get it. It doesn't matter what you look like, who you are, what your ethnicity is, what your background is. There are just going to be people who don't have access. I wanted to open that door for them. I'm a big believer in diversity, and that when you look at places where other people aren't, that's when you find brilliance that can change the world.”“The path to least resistance to learning AI is simple. All you've got to do is use it. You can use it in ways that you can't possibly imagine. You can learn how to use large language models to start your own programming and teach yourself how to do it. The sky's the limit. Better way to put it, there is literally next to nothing you can't teach yourself using a large language model. You can even train and educate the model. It's a virtuous cycle. It can surge curiosity with kids.”Mentions:Cost Plus DrugsThe Master Algorithm: How the Quest for the Ultimate Learning Machine will Remake our World Mathletics: How Gamblers, Managers, and Sports Enthusiasts Use Mathematics in Baseball, Basketball, and Football Mark Cuban AI BootcampsMark Cuban Bio: Mark Cuban has been a natural businessman since age 12, when he sold garbage bags door to door.  He went on to found MicroSolutions right out of college, selling it to H&R Block.From there he became an active stock trader, building a track record, starting a hedge fund and selling it a year later. In 1995, he and Todd Wagner started the first commercial streaming company, AudioNet, which became Broadcast.com. They later sold the company in 2000 for 5.7B dollars.Mark acquired the Dallas Mavericks in 2000.  The Mavs competed in their first NBA Finals in 2006, won their first League title in 2011.  Mark sold majority ownership in 2023, but still retains a significant stake. During his time as majority owner, the Mavs had the second best record in the NBA. Hear more from Cindi Howson here. Sponsored by ThoughtSpot.

Retirement Tax Services Podcast
Every Advisor Should Prepare a Tax Return with Jacob DuBose

Retirement Tax Services Podcast

Play Episode Listen Later Aug 19, 2024 26:31


In this episode, Steven is joined by Jacob DuBose, a financial advisor who has taken the time to do hands-on tax preparation. Jacob comes on the show to share his experience being a contractor with H&R Block and getting to see firsthand what tax preparation actually looks like. Steven and Jacob discuss the value of learning through hands-on work, including tax preparation, but also through tax planning and reviewing tax returns that financial advisors can do at any point throughout their career.  https://zurl.co/5nRG

Halftime Report
Stocks Heading to New Highs? 8/16/24

Halftime Report

Play Episode Listen Later Aug 16, 2024 44:08


Scott Wapner and the Investment committee debate whether stocks are heading towards new highs. Plus, the Committee reveals their latest portfolio moves. And later, H&R Block hitting record highs, it's our Chart of the Day. Shareholder Rob Sechan calls in with his strategy on the stock from here. Investment Committee Disclosures

The Speed of Culture Podcast
From Cards to Codes: How H&R Block is Embracing the Digital Age with Chief Marketing and Experience Officer, Jill Cress

The Speed of Culture Podcast

Play Episode Listen Later May 23, 2024 34:02


In this episode of The Speed of Culture, Matt Britton welcomes Jill Cress, Chief Marketing and Experience Officer at H&R Block. Jill discusses H&R Block's strategic pivot towards digital and mobile experiences, the impact of AI on consumer financial interactions, and insights into career longevity in the rapidly evolving tech landscape.Follow Suzy on Twitter: @AskSuzyBizFollow Jill Cress on LinkedInSubscribe to The Speed of Culture on your favorite podcast platform.And if you have a question or suggestions for the show, send us an email at suzy@suzy.com Hosted on Acast. See acast.com/privacy for more information.

WJR Business Beat
H & R Block Grant Program to Fund Women Owned Business

WJR Business Beat

Play Episode Listen Later May 23, 2024 2:04


Women are the fastest growing segments of new small business owners, but they often lack access to funding and resources, a new grant program by H & R Block, known as the Fund Her Future Grant program is available. Deadline is May 26th. Learn more at blockadvisors.com

Corporate Competitor Podcast
H&R Block CEO Jeff Jones Reveals the Best Way to Begin Team Meetings

Corporate Competitor Podcast

Play Episode Listen Later May 1, 2024 37:23


Ep. 178: Baseball and basketball shaped Jeff who leads 60,000 global tax professionals. While he doesn't do his own taxes, Jeff does “file” several practical tips in this episode including: The best way to begin team meetings by “checking in” and “checking out” How to frame questions that are “provocative” but also productive rather than aggressive or alienating.  How to rescue an unproductive meeting by figuratively getting everyone on your leadership “out on the balcony” to get some distance on what's going sideways. The important difference between the “failing fast” and “learning more” mindsets. Our BONUS RESOURCE for this episode includes fill-in-the-blank notes and reflection questions. Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time, Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness.  Special thanks to T.J. Percell and Nicklas Urban for making this episode possible.

The Reboot Chronicles with Dean DeBiase
Uber Yourself Before You Get Kodaked - The Outsider Who Turned Around H & R Block, CEO Jeff Jones

The Reboot Chronicles with Dean DeBiase

Play Episode Listen Later Apr 11, 2024 39:35


When you hear about a public company going through six CEOs, you may think “they are doomed!” Not so when you bring in an outsider who was the President of Uber, and focused in on rebooting the culture first—rather than deploying the typical rinse and repeat “transformation” consulting playbook. H&R Block has been on a rocky rollercoaster ride over the decades—occasionally coming close to the brink of obscurity, irrelevance, and decline. More than a cultural shift, this $3.5B behemoth, with 60,000 tax pros in 10,000 locations who have prepared close to 100 million returns, required industrial strength turnaround leadership. Their CEO Jeff Jones, a grounded, humble and agile leader, brought that strength to the company. He joined us for this episode of The Reboot Chronicles to unpack dozens of Reboot Lessons, with remarkable stories about how he shifted H&R Block from a command and control to a connected culture, why 5 million people switched over to their rebooted platform—and why he resigned as Uber's President during its darkest days. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rebootchronicles/message

CISO-Security Vendor Relationship Podcast
Our Benefits Include Medical, Dental, and Burnout

CISO-Security Vendor Relationship Podcast

Play Episode Listen Later Apr 9, 2024 43:14


All links and images for this episode can be found on CISO Series. This week's episode is hosted by me, David Spark (@dspark), producer of CISO Series and Andy Ellis (@csoandy), operating partner, YL Ventures. Joining us is our guest, Joshua Brown, vp and global CISO, H&R Block. In this episode: Why is retaining cyber talent so hard? How can organizations keep an employee from going elsewhere? Why do organizations often not prioritize the factors to keep key employees? Thanks to our podcast sponsor, CyberMaxx CyberMaxx offers MaxxMDR, our next-generation managed detection and response (MDR) solution that helps customers assess, monitor, and manage their cyber risks. MaxxMDR fuels defensive capabilities with insights from offensive security, DFIR, and threat hunting, on top of a technology-agnostic deployment model. We think like an adversary but defend like a guardian.

AI Knowhow
How Business Models are Changing Due to AI

AI Knowhow

Play Episode Listen Later Mar 18, 2024 32:22


How is AI going to fundamentally change the way companies conduct business? How should you be thinking about the evolution of your company's own business model? To help us answer these important questions, Courtney, David, and Mohan discuss the potential disruptions brought about by AI, which might ultimately change business models or entire industries. They also explore the distinction between a change in model and a change in strategy, using Google as an example. After that, Michelle Swan from Tercera joins Pete Buer to discuss how they are examining AI opportunities for both Tercera and the portfolio companies they invest in. All that PLUS the latest news in AI with Courtney and Pete. This week, they discuss H&R Block and TurboTax allowing customers to use AI for tax advice and the release of the third version of Claude.ai. Read our new whitepaper: Unlocking the Power of AI: A Guide to Assessing Readiness for Business Transformation Sign up for the Knownwell Client Intelligence beta waitlist at https://knownwell.com/client-intelligence/ AI Knowhow is brought to you by the team at Knownwell.

The Innovation Show
Ian Morrison Part 2 of The Second Curve

The Innovation Show

Play Episode Listen Later Mar 11, 2024 50:36


Ian and the host, Aidan McCullen, explore how companies past and present have navigated the transition from the 'first curve' - a state of established practices and security - to the 'second curve' of innovation and adaptation in the face of new technologies and markets. They discuss examples of organisations like HR Block, SGI (Silicon Graphics), and Volvo, and how they've managed to pivot or struggled with these shifts. Ian offers profound insights into the societal move towards a knowledge economy, the importance of venture capital in disruptive innovation, consumer empowerment, and the geographical shift in economic power towards the Asia-Pacific region. Furthermore, they discuss the importance of organisational culture in adapting to change, the challenges of measuring success on the second curve, and the personal and societal impacts of these transitions. The conversation concludes by emphasising the need for individuals and organisations to embrace uncertainty, leverage existing competencies, and prepare for a future that prioritises hyper-effectiveness and adaptive skills.    00:00 Introduction to the Second Curve 00:31 Understanding the Shift from First to Second Curve 00:56 The Impact of the Second Curve on Organizations 01:44 The Second Curve and the Post-Industrial Economy 02:10 The Role of Knowledge in the Second Curve 02:48 The Power of Disruptive Innovation 03:03 The Shift in Consumer Power 03:34 The Geographic Transformation of the Second Curve 04:36 The Importance of People in the Second Curve 05:31 The Second Curve Mindset 06:25 The Dilemma of the Second Curve 09:02 The Role of Technology in the Second Curve 15:06 The Impact of the Second Curve on Individuals 18:24 The Future of the Second Curve 48:19 Conclusion: Embracing the Second Curve   Find ian here: http://ianmorrison.com  

The Marketing Stir
Pierson Curtis (H&R Block) - That Neighborhood Touch

The Marketing Stir

Play Episode Listen Later Mar 5, 2024 32:28


In this week's episode, Pierson Curtis, Director of Marketing Strategy at H&R Block joins Ajay and Vincent to discuss the marketing strategy, and how real-time customer feedback during tax season forces him to be nimble, of one of the largest tax preparers in the country.

The Business Growth Show
S1Ep165 Turning Startup Dreams into a Billion-Dollar Reality with John Hewitt

The Business Growth Show

Play Episode Listen Later Jan 25, 2024 37:42


Struggling to Scale Your Startup? Discover Billion-Dollar Secrets from John Hewitt Entrepreneurs and business enthusiasts often struggle with the challenge of scaling their startups. In this episode of Fordify LIVE! The Business Growth Show, host Ford Saeks sits down with the legendary John Hewitt to uncover the strategies that turned his visions into the powerhouse brands Jackson Hewitt and Liberty Tax. On this episode they discuss, Foundational Strategies: Insights from John's journey of founding and scaling major tax preparation franchises. Cultivating a Winning Culture: Essential elements for building a productive and loyal team. Business Innovative: John's perspective on embracing change and driving business growth. Real-time Engagement: Live interaction with John, providing answers to your burning questions. This episode stands out as a crucial resource for entrepreneurs seeking to grow their businesses. It's filled with practical advice and inspiring success stories, offering a comprehensive look into John Hewitt's journey and strategies. The insights provided are particularly valuable for those aiming to scale their ventures and achieve significant milestones in their business endeavors. Watch the full interview on YouTube here. Join us every Wednesday at 11AM Central on your favorite social platforms for Fordify LIVE! and catch The Business Growth Show Podcast every Thursday. Get first-hand insights from industry leaders and business experts to fuel your business journey. About John Hewitt: John Hewitt is a distinguished American entrepreneur, acclaimed for founding Jackson Hewitt and Liberty Tax, two of the top retail chains in North America. Born in Detroit and raised in Hamburg, New York, Hewitt's entrepreneurial journey began at H&R Block, leading to the creation of his innovative tax preparation companies. His ventures, characterized by groundbreaking software and customer-focused services, have earned him numerous accolades, including Ernst & Young Entrepreneur of the Year and International Franchise Association's Entrepreneur of the Year. Hewitt's commitment extends beyond business; he's actively involved in philanthropy, notably in the fight against world hunger. His book, "ICompete," and his place in several Business Halls of Fame, highlight his significant contributions to entrepreneurship and the tax industry. Find out more about him here: Loyalty Brands   About Ford Saeks: Ford Saeks, a dynamic Business Growth Innovator with over two decades of experience, stands at the forefront of corporate growth and innovation. He is the charismatic host of FORDIFY LIVE and THE Business Growth Podcast, where his extensive business acumen is showcased. Ford's approach to driving sales and customer engagement blends practical insights with the latest trends, including the impactful use of AI in business. His shows offer a platform for insightful discussions with industry leaders, sharing valuable knowledge and strategies for business success. Discover more at ProfitRichResults.com and Fordify.tv.

American Viewpoints
The IRS Wants To Prepare Your Tax Return

American Viewpoints

Play Episode Listen Later Jan 23, 2024 9:01


An IRS pilot program is testing an online tax filing system designed to compete with private-sector services like those offered by HR Block, TurboTax, and CPAs around the country. In this segment, Patrick Hedger from the Taxpayers' Protection Alliance explains why he hopes the "Direct File" program gets scrapped and, for now, why he thinks you should avoid using it.

Selling From the Heart Podcast
Diana Kander - Creating Magical Sales Experiences

Selling From the Heart Podcast

Play Episode Listen Later Jan 6, 2024 28:25


Diana Kander revolutionizes the way businesses look at innovation and curiosity. A New York Times best-selling author, innovation consultant and keynote speaker, she asks some big questions. What kind of culture needs to exist in an organization to ensure innovative ideas and practices? How has Snoop Dogg continued to innovate decade after decade to stay relevant to the next generation? What causes name brands to lose relevance with their customers and go out of business? Can organizational decline be prevented?Diana has spent her career challenging assumptions and asking thought-provoking questions. A serial entrepreneur who entered the United States as a refugee at the age of 8, she has launched and sold millions of dollars worth of products and services. She outlined her biggest lessons learned for launching new products in her first book, All In Startup, which has been used by over 100 universities in their innovation courses and countless large organizations to help their employees think more like entrepreneurs. A former MBA professor at Mizzou, she has served as an entrepreneur in residence at H&R Block, Commerce Bank and several government agencies.SHOW SUMMARYIn this episode of Selling From The Heart, Larry Levine and Darrell Amy kick off 2024 with a big announcement - a new book is on the horizon! They're joined by the incredible Diana Kander, author of "Go Big or Go Home" and an expert in creating transformative sales experiences. Diana shares the essential elements of sales presentations that resonate, emphasizes the importance of emotional connections, and provides actionable strategies to stand out in a world of sameness.KEY TAKEAWAYSSales Experience as a Hero's Journey: Transform your sales process into a memorable story with impactful scenes that surprise and engage prospects, setting you apart.Magic Elements in Sales: Utilize the "MAGIC" formula - Make it surprising, Analyze on a deeper level, Give the pitch in the right order, Include three-dimensional objects, and Co-create together to make your presentation unforgettable.Tie-in with Stand-Up Comedy: Incorporate surprise elements from comedy into your sales interactions, making experiences more enjoyable and memorable.QUOTES"Selling from the heart means showing them just how much you care and being able to translate those feelings into actions.""Salespeople and sales leaders, you've got to create what I call Disneyland-esque experiences for your clients.""Your customers are having an experience, whether you're doing anything on purpose or not, and to think about their experience as a movie and make adjustments can make a huge difference in your closing rate."Learn more about Diana Kander: LinkedIn: https://www.linkedin.com/in/dianakander/Learn more about Darrell and Larry: Darrell's LinkedIn: https://www.linkedin.com/in/darrellamy/Larry's LinkedIn: https://www.linkedin.com/in/larrylevine1992/Website: https://www.sellingfromtheheart.net/Got a video about how you sell from the heart? Share it by texting VIDEO to 21000.Please visit https://www.sellingfromtheheart.net/ book to pre order your copy of the rerelease of the Selling from the Heart book. SUBSCRIBE to our YOUTUBE CHANNEL! https://www.youtube.com/@UCi6OCvGpgQjg8YXg0Hst4NAPlease visit WHY INSTITUTE:https://whyinstitute.com/Please go to WORK BETTER NOW:https://www.workbetternow.com/Click for your Daily Dose of Inspiration:https://www.sellingfromtheheart.net/dailyCheck out the 2023 Authentic Selling Challenge:https://authenticsellingchallenge.com/Get your Insiders Group FREE PASS here:https://www.sellingfromtheheart.net/free-pass

Magic & Mountains
Raising Young Heroes with Michaella Gallina and Elise Strong

Magic & Mountains

Play Episode Listen Later Dec 18, 2023 27:48


This is a troubled time in our world. But each person has some personal power, some ability to help, even in the smallest of ways. Sometimes that is all we can do, and it is more than enough.   How do we help impassioned young people to believe in themselves and take action to help the world?   Meet Michaella Gallina and Elise Strong, two inspiring women, one a previous winner of the Gloria Barron Prize for Young Heroes, and the other, a mother of a previous winner.   Michaella shares with us just how she started the Exceptional Rodeo for disabled children at the age of ten years old. Elise shares her journey of encouraging and empowering her son Josiah, founder of the non-profit Save the Nautilus.   Don't miss that pivotal moment when you are called to action.   And don't miss this inspiring conversation!   About Michaella Gallina:    Michaella Gallina is the Vice President of Investor Relations and ESG for H&R Block. Previously, she held many corporate finance roles including Chief of Staff, head of investor relations and corporate communications, and corporate development for several publicly traded companies. Before that, she worked as an investment analyst and in investment banking. Ms. Gallina graduated summa cum laude from the University of Denver with a bachelors and masters degree in finance and was a Boettcher Scholar and Coca-Cola Scholar.   Beginning at the age of 8, Michaella led the Exceptional Rodeo, a rodeo for physically and mentally disabled children in her hometown, which is carried on today at the National Western Stock Show. She was an inaugural Barron Prize winner in 2001.   Michaella is a national champion equestrian and resides in Denver, Colorado.   Learn about the Exceptional Rodeo.   About Elise Strong:   Elise is the mother of Lucas and Josiah Utsch ( Winner of 2012 Barron Prize). She lives in Bozeman MT with her husband Adrian & Golden Retriever Molly. Elise has worked as a sailor, teacher, and landscaper, and also helped run her mother's family business. She is an active supporter of numerous environmental and community service projects and serves on the boards of several local non-profit organizations. She spends her time caring for her family, working to protect the natural world and expanding support for underprivileged teens in Montana.   Learn more about how Save the Nautilus is making an impact.   Check out the Gloria Barron Prize for Young Heroes.   Magic & Mountains is hosted by T. A. Barron, beloved author of 32 books and counting. Carolyn Hunter is co-host.   Magic & Mountains Theme Song by Julian Peterson.

Warrior vs Zombie Podcast
Warrior vs Zombie Episode 123 with Lane Dockstader

Warrior vs Zombie Podcast

Play Episode Listen Later Nov 3, 2023 52:03


Lane Dockstader – is an incredible Warrior. His 30-year Warrior journey started with an MBA from the Minnesota School of business and then upon graduation he became a Financial Advisor mentored by the AG Edwards CEO. Following this he worked for 3 of the Big 10 Financial Firms, two different Medicare companies, and did taxes for H&R Block and a local Credit Union. Today, Lane is a LinkedIn Coach and Trainer, and now a BeeKonnected Certified Expert. His passion is supporting businesses to grow by their social media presence. He enjoys basketball and anything in the outdoors. As a drone pilot. a photographer, videographer, and recently AI Artist who loves creating short motivational videos. And when he's really having fun, he'll either stick out his tongue or show us his Stick Emojis..What is BeeKonnected? Why is it Better for Groups than FaceBook?How can You Monetize Your Following? Use this link to get the answers https://visionwarrior.beekonnected.com/affiliate/Connect with Lane on BeeKonnected with the link below https://backoffice.beekonnected.com/Visionwarrior

Shiny New Object
Episode 231 / Jill Cress / H&R Block / Chief Marketing and Experience Officer

Shiny New Object

Play Episode Listen Later Oct 10, 2023 27:02


In the latest episode, Jill Cress, Chief Marketing and Experience Officer at H&R Block, talks about the importance of truly knowing and committing to one's audience for marketing effectiveness. We get her top tips on data driven marketing and hear how she wants to be remembered and what advice she'd give a student about getting into the industry. 

Curiously with Ericka Graham
Life as a CEO, Mother, and Trailblazer—with Mia Mends.

Curiously with Ericka Graham

Play Episode Listen Later Oct 4, 2023 51:45


In this interview, Ericka sits down with her friend Mia Mends, who was named “one of the Most Powerful Women in Corporate America” by Black Enterprise. The two discuss how Mia leads with courage, integrity, and radical hope—and not just in the office and board rooms—but at home too. More about Mia:Mia Mends is the Chief Executive Officer of C&W Services—a division of Cushman & Wakefield. She currently oversees operations across the US and Canada and Puerto Rico, with nearly 13,000 people serving clients across a variety of industries.Prior to joining C&W Services, Mia spent a decade in senior leadership roles at Sodexo, where she designed an integrated target operating model for the $10 billion business while leading the productivity and performance of 160,000 employees.Mia currently serves on the board of directors for the EMERGE Fellows program and on the Business Leadership Council at Wellesley College. She is also a corporate director at H&R Block and Limeade Inc.Mia holds an MBA from Harvard Business School and a bachelor's degree in economics from Wellesley College. She has been named by Black Enterprise as one of the Most Powerful Women in Corporate America.Mia is fluent in Spanish and conversant in Portuguese. Links for Mia:https://www.linkedin.com/in/miamends/

Sage Advice Podcast
Thought Leader - Liz Farr on tales of good and bad leadership

Sage Advice Podcast

Play Episode Listen Later Oct 3, 2023 7:35


Liz Farr is a B2B copywriter who is also a Certified Public Accountant. She spent 15 years working in tax and accounting, first at a small H&R Block office in rural New Mexico, and then at several small public accounting firms in Albuquerque, New Mexico. Liz has been a CPA since 2005, and a freelance writer since 2015. Her work in public accounting was mostly in tax, working primarily with small closely-held businesses, trusts, estates, and high net-worth individuals. She has worked on audits, reviews, and compilations for many of these same businesses, as well as governmental entities and non-profits. Summary Leadership, ghostwriting, and personal growth. Leadership styles and their impact on employees Ghostwriting and interviewing techniques Voice, language, and disruption with a transcription expert  

Book Club with Michael Smerconish
Henry & Thomas Bloch: "Many Happy Returns"

Book Club with Michael Smerconish

Play Episode Listen Later Jul 24, 2023 21:50


Michael's conversation with Thomas M. Bloch, the co-founder of the H&R Block tax preparation company, he is the subject of the book written by his son, "Many Happy Returns: The Story of Henry Bloch, America's Tax Man." Original air date 23 June 2015. Thomas Bloch passed away in 2019 at 96 years old. The book was published on 9 November 2010.

The PR Maven Podcast
Episode 246: PR's Role in Your Marketing Strategy, With Jason Mudd, CEO and Managing Partner at Axia Public Relations

The PR Maven Podcast

Play Episode Listen Later Jul 18, 2023 48:54


Jason Mudd brings his PR expertise to this episode as he talks about PR's role in your marketing strategy. Jason starts by giving some background about himself and then dives into some common PR mistakes, topics, tips and trends. Jason explains the difference between PR and advertising and why PR is so effective compared to advertising. Jason also shares an example of how it is important to take a holistic approach to your marketing or PR strategy.   3:18 – Jason explains how he took the “traditional” path to PR by starting his career as a journalist.   12:34 – Jason shares some common PR mistakes, including most people not knowing what PR is.   19:16 – Jason talks about his podcast and public speaking.   20:27 – Jason reviews some PR topics, tips and trends he is passionate about.   29:58 – Jason explains the difference between PR and advertising.   36:38 – Jason continues by talking about why PR is more of a long game compared to advertising.  40:37 – Jason shares some resources that have been helpful to him.    Quote   “Every once in a while, I try to disrupt that process and say, 'Hey, let's stop doing something, or let's do less and try to accomplish more.' Doing less means we're more focused and we might be able to do more or get more value out of it. For a while, I disrupted our engine and I started removing pieces from the equation. We cut back on the number of episodes of podcasts we were producing, we cut back on our Google AdWord spend and things like that. We cut back on the amount of PR we were doing for ourselves and then we noticed our inbound leads are down. Right? What happened? Then we started slowly adding things back. What we've discovered is it doesn't seem to matter what we bring back, it needs everything. It needs a holistic approach to work its best.” – Jason Mudd, CEO and Managing Partner at Axia Public Relations    Links:   Safe Harbor Boys Home: https://safeharboracademy.com/   Heroic Public Speaking: https://heroicpublicspeaking.com/   Listen to learn more about AI in PR:  Episode 234: The Future of AI in Public Relations, With Parry Headrick and Chris Penn  Episode 239: The Latest on SEO, Content Marketing and AI, With Dale Bertrand, Founder and President of Fire&Spark  How our PR firm is using AI and how you can too with Jason Mudd, CEO of Axia Public Relations  “The Fall of Advertising and the Rise of PR” by Al and Laura Ries: https://www.amazon.com/Fall-Advertising-Rise-PR/dp/0060081996  “The 4-Hour Workweek” by Timothy Ferriss: https://www.amazon.com/4-Hour-Workweek-Escape-Live-Anywhere/dp/0307465357   “The 4-Hour Body” by Timothy Ferriss: https://www.amazon.com/4-Hour-Body-Uncommon-Incredible-Superhuman/dp/0307704610   “Brandscaping” by Andrew M. Davis: https://www.amazon.com/Brandscaping-Unleashing-Partnerships-Andrew-Davis/dp/0983330786     About the guest:      The World Communication Forum named Jason Mudd as North America's top PR leader in 2023. He is a trusted adviser and dynamic strategist to some of America's most admired and fastest-growing companies, including American Airlines, Budweiser, Dave & Buster's, H&R Block, Hilton, HP, Miller Lite, New York Life, Pizza Hut, Southern Comfort and Verizon. He's the CEO and managing partner of Axia Public Relations. Forbes magazine named Axia Public Relations as one of America's best PR agencies. Jason is an accredited public relations practitioner, professional public speaker, author, podcaster and entrepreneur.    Looking to connect:  LinkedIn: https://www.linkedin.com/in/jasonmudd/   Twitter: @jasonmudd9  Website: www.axiapr.com   Podcast: OnTopOfPR.com 

CMO Confidential
Bill Cobb: A Marketing Trained CEO Talks About Business & the CMO Position

CMO Confidential

Play Episode Listen Later Jul 18, 2023 29:52


A CMO Confidential Interview with Bill Cobb, the CEO of Frontdoor who was previously the President of eBay North America and CEO of H&R Block. Bill shares his thoughts on how to succeed as a CMO, the best and worst marketing management practices of boards and CEOs, how to evaluate potential opportunities and the fact that there's life after getting fired. Key topics include his belief that marketing should be the most integrated function, a marketplace disrupter and "the hub of the wheel,"  the need to think and work  cross functionally, why it's a really tough road if the CEO doesn't support marketing, and why the "board skills matrix" undervalues marketers. Listen to hear how one board member had trouble distinguishing John Hamm from Don Draper and Bill's fabulous rendition of Frontdoor's ad campaign song "We Built This Toilet" sung to the tune of Jefferson Airplane's "We Built This City." Learn more about your ad choices. Visit megaphone.fm/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

He Said She Said the Money Guide Podcast
Contradictions (Episode 201)

He Said She Said the Money Guide Podcast

Play Episode Listen Later May 23, 2023 28:08


Here comes the debt ceiling standoff. But if we sell out equities and buy treasuries, are we in greater danger? Company perks give me first class plane travel so it's ok if my spouse flies coach, right? The IRS might offer a free filing system.  Is that fair to TurboTax and H&R Block? If yes, what should you do about your state filings?

The Journey of Pursuit - Stories and Strategies to Empower Creative Millennial Entrepreneurs

From a cold pitch to be on the show, to having a great conversation about creativity and how it exists everywhere we go. Johanna B. Voss is a talent manager, trusted by social media influencers who want clarity on how to build their brands, grow their businesses, earn their worth and plan strategically for the future. On behalf of her clients, she's closed over $4M dollars of brand deals, partnerships and speaking engagements. Her clients have partnered with brands such as Kroger, Walmart, AARP, Little Northern Bakehouse, H&R Block and ALDI. Negotiation is something she thoroughly enjoys be it for her clients, friends or with strangers. Entering her 13th year of working for herself, she understands all about the necessary pivots entrepreneurs take along their journey. Patreon Sign up to be a part of my "Daily Quotes" Follow Johanna: Instagram | Website Instagram:  @drealopz / @thejourneyofpursuit Work With Me: hello@drealopez.com  Show Notes / Take Aways: www.drealopez.com/journal/ep75 Website: www.drealopez.com Stay Updated

Popcorn Finance
375: How to Get More Time to File Your Taxes for Free - H&R Block Tax Tips

Popcorn Finance

Play Episode Listen Later Apr 11, 2023 4:36


If you need more time to file your taxes there is a simple and free option. Let's talk about why you'd want to file a tax extension, when you should make a payment, and the things you need to know if you decide to ask for some more time to get your taxes in.   Today's bag of popcorn is brought to you by H&R Block!Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023!  https://PopcornFinance.com/HRBlock   Join Me on YouTube! https://www.youtube.com/c/PopcornFinance   Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259   Connect with me Instagram | Twitter | Facebook | YouTube | TikTok   Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
374: How to Budget with Rising Prices

Popcorn Finance

Play Episode Listen Later Apr 4, 2023 12:36


How has your budget strategy changed since inflation kicked in?  Allison Baggerly, the creator of Inspired Budget and my cohost on the This is Awkward podcast is joining me today! She's on the show to talk about how to budget amidst rising costs and how to avoid getting caught in comparison traps when it comes to our money. Allison also has a new book Money Made Easy: How to Budget, Pay Off Debt, and Save Money that is out now! Buy Allison's book here  Follow Allison Website | Instagram | Twitter | Podcast Today's bag of popcorn is brought to you by H&R Block!  Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock    Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!  

Popcorn Finance
The 3 Most Common 1099 Forms - H&R Block Tax Tips

Popcorn Finance

Play Episode Listen Later Mar 30, 2023 2:36


It feels like we get a million tax forms in the mail every year. In this special bonus H&R Block Tax Tip episode lets breakdown 3 of the most common 1099 forms that you should be on the look out for each year.   Today's bag of popcorn is brought to you by H&R Block!Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023!  https://PopcornFinance.com/HRBlock   Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
372: The Great Money Reset - Part 2

Popcorn Finance

Play Episode Listen Later Mar 28, 2023 10:05


Have you ever quit your job in pursuit of your dreams? The idea is great in theory, but what if your dreams don't work out or you run out of money? Jill Schlesinger, a certified financial planner CFP® and the host of the Jill On Money podcast is back on the show to talk about how she did her own money reset and how she made the leap as a risk-averse person. Listen to find out more about her story and the stories highlighted in her new book, The Great Money Reset! Listen to Part 1! Follow Jill Website | Twitter | Instagram | Youtube | LinkedIn | Facebook   Grab a copy of The Great Money Resethttps://www.jillonmoney.com/the-great-money-reset   Today's bag of popcorn is brought to you by H&R Block!Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023!  https://PopcornFinance.com/HRBlock Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!  

Popcorn Finance
371: The Great Money Reset - Part 1

Popcorn Finance

Play Episode Listen Later Mar 21, 2023 14:44


How did the pandemic change your perspective on work, money, and life?  It's been 3 years since the start of the pandemic and my guest today, Jill Schlesinger, a certified financial planner CFP® and the host of the Jill On Money podcast, is sharing how the pandemic became a catalyst for people to change all aspects of their personal and financial lives. Jill shares real-life examples of these changes found in her new book, The Great Money Reset. I have been a fan of Jill's since college and I could not wait to get her on the show after all these years.  Look out for more upcoming episodes with Jill, since we discuss so much more that simply couldn't fit into just one episode.    Follow Jill Website | Twitter | Instagram | Youtube | LinkedIn | Facebook   Grab a copy of The Great Money Reset https://www.jillonmoney.com/the-great-money-reset    Today's bag of popcorn is brought to you by H&R Block! Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock  Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
370: Why Did Silicon Valley Bank Fail So Quickly?

Popcorn Finance

Play Episode Listen Later Mar 16, 2023 11:14


It felt like Silicon Valley Bank Failed so quickly, what happened?   In this special bonus episode let's break down three big factors that led to the seemingly overnight forced closure of Silicon Valley Bank.   Today's bag of popcorn is brought to you by H&R Block! Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock  Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
369: The Silicon Valley Bank Failure

Popcorn Finance

Play Episode Listen Later Mar 14, 2023 8:19


Let's talk about Silicon Valley Bank and what happened over the weekend. The FDIC has stepped in and along with the Treasury Department and the Federal Reserve to try and stabilize a rough few days for the banking industry. In this episode I will lay out what we know so far.   Today's bag of popcorn is brought to you by H&R Block! Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock  Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
368: Don't Get Hacked! How Password Managers Can Help You Keep Your Money Secure and Protected

Popcorn Finance

Play Episode Listen Later Mar 7, 2023 11:45


Be honest, do you only use a handful of passwords for everything in your life?  This episode is a reminder that you probably need to take a look at the passwords that you are using! Robb Dunewood from the Tech Jawn podcast is back on the show to share just how important it is to keep your information safe online and how password managers work to outsmart hackers and sophisticated computers from figuring out your passwords.   Listen to Robb's other episode on Popcorn Finance: 364 Could an Algorithm Stop You From Getting Your Next Apartment? Follow RobbWebsite | Twitter | Podcast | Instagram The Tech Jawn podcast Today's bag of popcorn is brought to you by H&R Block!  Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023!  https://PopcornFinance.com/HRBlock Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
367: How Money Can Affect You Emotionally and Physically

Popcorn Finance

Play Episode Listen Later Feb 28, 2023 11:35


Can your financial problems manifest into physical health problems if left unaddressed?  My guest today is Jason Vitug,  wellness advocate, author, and CEO of Phroogal and he believes that there is a clear correlation between mental health and financial wealth. In today's episode, Jason talks about his new book, Happy Money Happy Life, and how everything in our life is connected. Jason is passionate about sharing his philosophy that money isn't the goal; money is the tool to help achieve the goals. Listen to find out what steps Jason took to clean up his financial, physical, and mental health. Connect with Jason Instagram | Twitter | Website  Today's bag of popcorn is brought to you by H&R Block!  Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock  Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!

Popcorn Finance
366: How Should We Invest With Rising Interest Rates?

Popcorn Finance

Play Episode Listen Later Feb 21, 2023 9:49


Do rising interest rates mean we should abandon our investment plans?  The short answer is no and in this week's episode, I'm sharing a snippet from a recent interview from my weekly segment on NBCLX where I explain why. Higher interest rates could mean you're paying more on your mortgage or credit card debts however, it also means potential for higher returns on your short-term investments. Listen to find out what short-term investment options you might want to consider.  Today's bag of popcorn is brought to you by H&R Block!  Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023!  https://PopcornFinance.com/HRBlock  Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!  

Popcorn Finance
365: Big Changes Coming to the 2023 Tax Season

Popcorn Finance

Play Episode Listen Later Feb 14, 2023 7:28


Are you up-to-date on the changes being made to our tax system this year?  This week we'll be discussing 4 changes going into effect this tax season. These changes include a new tax filing deadline, updates to tax credits and charitable donations, plus a warning for all crypto investors. Today's bag of popcorn is brought to you by H&R Block!  Get 15% off Do-It-Yourself Online Tax Filing Products with H&R Block through April 18th, 2023! https://PopcornFinance.com/HRBlock    Join Me on YouTube! https://www.youtube.com/c/PopcornFinance Want to submit a question to the show? Send an email to questions@popcornfinance.com Send me a message at PopcornFinance.com/Voicemail or Call 707-200-8259 Connect with me Instagram | Twitter | Facebook | YouTube | TikTok Thank you for listening to today's episode! Help support the show by leaving Popcorn Finance a rating or review on Apple or Spotify!  

The Dave Ramsey Show
How Do I Set Myself Up for Financial Success? (Hour 2)

The Dave Ramsey Show

Play Episode Listen Later Jan 9, 2023 45:16


George Kamel & Jade Warshaw answer your questions and discuss: Setting up a marriage for financial success, "Should I borrow money for a certification that can increase my income?" "I lost $85k in single stocks", HR Block offering tax refund advance loans, Updating payroll tax withholdings, What to look for when buying a home, Selling an upside down car. Support Our Sponsor: Grip6 Have a question for the show? Call 888-825-5225 Weekdays from 2-5pm ET Want a plan for your money? Find out where to start: https://bit.ly/3nInETX Listen to all The Ramsey Network podcasts: https://bit.ly/3GxiXm6 Learn more about your ad choices. https://www.megaphone.fm/adchoices Ramsey Solutions Privacy Policy