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2 episodes with investment education
2 episodes with investment education
In this bonus episode of the Money to the Masses podcast, Damien is joined by Kyle Caldwell, Funds & Investment Education editor at Interactive Investor. During their chat, they discussed the intricacies of building investment portfolios, focusing on key aspects such as diversification, asset allocation and the importance of understanding fund performance. This should not be considered financial advice or a personal recommendationKey insights from the episode include:
Join Kara in this enlightening episode of the Soul Inspiring Business Podcast as we dive into the world of financial independence with Steve Selengut, author of "Retirement Money Secrets." Discover the unconventional wisdom and strategies that have shaped Steve's approach to income generation and wealth building. Whether you're planning for retirement or looking to diversify your income streams, this episode offers invaluable insights into managing and growing your financial portfolio effectively.Episode Topics:Steve Selengut's background and unique financial philosophyThe role of diversified income streams in achieving financial stabilityInsights into the intersection of real estate and stock market investmentsThe impact of interest rates on investment strategiesTips for creating a resilient financial portfolio in any economic environmentInsights:Learn about the concept of income-focused investing and how it can lead to a stable financial future.Discover the benefits of closed-end funds and how they can be used to enhance your investment returns.Gain insights into the importance of taking profits and managing investments wisely to avoid common financial pitfalls.Highlights:00:00 Welcome and Intro00:21 Steve Selengut's Investment Background 03:12 The Importance of Diversification in Income Streams 06:14 Investment Strategies and Income Generation 12:12 Financial Education and Income Generation 17:35 Investment Strategies Using Closed-End Funds 23:59 Investment Strategy Focused on Income Generation 29:48 Investment Strategies and Relationships 31:39 Building Community in Investing 36:03 Investment Education and Community Building 40:23 :Podcast episode endedResources:Book: "Retirement Money Secrets" by Steve Selenguthttps://www.amazon.com/s?k=Retirement-Money-Secrets-&crid=3ETID5NKJK5G7&sprefix=retirement-money-secrets-%2Caps%2C527&ref=nb_sb_noss_2Community: RMS Income Investing Community on Skool platformhttps://www.skool.com/rms-income-investing-community-2827/aboutWebsite: The Income CoachConnect with Kara to share your thoughts on the series:Website - http://www.kcdrealestate.com/ Email - kara@kdcrealestate.com Instagram - https://www.instagram.com/karachaffindonofrio/ Facebook - https://www.facebook.com/karachaffin1?_rdc=1&_rdr YouTube - https://www.youtube.com/user/KaraChaffin LinkedIn - https://www.linkedin.com/in/karachaffin/ Don't forget to visit freegiftfromkara.com for our special giveaway, the...
Conventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not only make wiser, but more meaningful choices for ourselves and our financial goals? In this episode, we sit down with Brian Portnoy, author and founder of the financial advisor coaching and e-learning platform Shaping Wealth. The lessons on Shaping Wealth apply wisdom from psychology, behavioral science, as well as emotional intelligence to coach financial advisors to be better partners for their clients' financial journeys. In addition to Shaping Wealth, Brian is the author of three books—The Investor's Paradox, The Geometry of Wealth, and How I Invest My Money. Brian also worked as the Director of Investment Education at Virtus Investment Partners, and was Head of Education at Magnetar Capital. Brian holds a PhD from the University of Chicago, as well as a bachelor's from the University of Michigan. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the On The Money newsletter, and follow Liz @LizThomasStrat. Notable mentions in the episode: 00:00 Introduction 01:31 Money and Emotions 04:44 Using Emotions to Make Better Financial Decisions 07:16 Emotions vs. Emotional Intelligence 09:19 Setting Expectations with Your Finances 13:58 Managing Emotions Through Market Volatility 17:22 Rich vs. Wealthy 21:15 Money and Happiness 25:13 Budgeting and Setting Goals 35:25 Getting Healthier About Our Financial Well-Being 38:55 AI and Financial Advising 47:51 Closing Thoughts Additional resources: On The Money: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
In this episode, Gino Barbaro, co-founder of Jake & Gino, multifamily investor, educator, father, and mentor, sits down with Nick DeLeon, a seasoned real estate investor and Jake & Gino student since 2019. Nick shares his inspiring journey from corporate real estate to becoming a full-time investor, owning over 1,000 multifamily units and RV park lots.Key Takeaways:Nick's Transition: How three major life events pushed Nick to leave his W-2 job and start his own investment company.Asset Management Insights: The importance of asset management and how Nick's background shaped his success in multifamily real estate.Building Relationships: How the Jake & Gino community helped Nick find partners, mentors, and investors to scale his business.Market Timing: Why Nick believes now is a great time to learn and get into multifamily investing, despite market uncertainties.The Power of Community: How being part of a supportive community can drive success, not just in business, but in life.
What if investing in groundbreaking startups was as easy and engaging as scrolling through Instagram? In this episode of The Angel Next Door Podcast, host Marcia Dawood talks with Cheryl Kellond, a seasoned entrepreneur and innovator, about Play Money, her cutting-edge platform that streamlines angel investing for both investors and founders.Cheryl Kellond brings a wealth of experience, having launched three venture-backed startups, including a top-rated fitness wearable on Amazon and a healthcare fintech. Now, she's channeling her expertise into Play Money, making it simpler for accredited investors to discover and fund promising new companies.Discover why Play Money is revolutionizing the angel investing landscape by making the process more efficient and less daunting. Cheryl shares insights on building a diversified portfolio and how Play Money aims to facilitate connections between the right investors and startups. Whether you're new to investing or a seasoned pro, this episode is a must-listen for its innovative take on simplifying and democratizing early-stage investments. To get the latest from Cheryl Kellond, you can follow her below!LinkedIn - https://www.linkedin.com/in/c2kprofile/https://letsplaymoney.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
In this episode of the Honest Proper-Tea Podcast, we're sharing our journey through property education and how it's evolved. It used to be all about who you knew and learning from family, but now, there are so many more ways to learn. More recently, there are more inclusive and accessible ways to learn—no matter your background or where you're at in life.. We'll also break down "The Beginner's Road Map to Building a Buy-to-Let Portfolio"— which is a great first step if you're new to property investing. If you're curious about how to get started, this is a great place to begin!We hope you enjoy this episode and it helps you make informed choices on your investing journey. You can also listen to this episode on Spotify, Apple and anywhere you get your podcasts from!Don't forget to Like, share and subscribeFollow us on Instagram : @honestpropertysisters for more honest property tips!
In this episode: 1:36 Creative Fear-Mongering Editing 11:28 Fund Recommendations and Confusion 14:30 Clarifying Financial Advice 20:36 Investment Education for Young People 21:06 Personal Finance Adventures 26:04 The Luck of Investing 27:08 Understanding Hodgepodge-itis 36:04 Navigating Complex Investments Learn more about your ad choices. Visit megaphone.fm/adchoices
Welcome back to another episode of Passive Income Pilots! In this episode, Tait Duryea and Ryan Gibson sit down with Nick Friedman, co-founder of College Hunks Hauling Junk, who appeared on the pilot episode of Shark Tank. Nick shares his journey from starting a small moving and junk removal business in college to building a multi-million dollar franchise. Tune in to learn about the franchising process, the challenges and successes Nick faced, and valuable insights for aspiring franchise owners. Whether you're interested in franchising or simply looking for inspiring entrepreneurial stories, this episode is packed with valuable information.Timestamped Show Notes(00:00) - Welcome and introduction to guest Nick Friedman, co-founder of College Hunks Hauling Junk.(01:21) - Overview of Nick's achievements and his appearance on the pilot episode of Shark Tank.(02:35) - Nick discusses the origins of College Hunks Hauling Junk and the catchy company name.(03:49) - Nick's Shark Tank experience and the unique pitch of College Foxes Packing Boxes.(05:32) - Reflecting on turning down Robert Herjavec's offer and the long-term impact of Shark Tank.(06:19) - Importance of resilience, vision, and mentors in Nick's entrepreneurial journey.(08:15) - Transitioning from self-employed to owning a business and creating scalable systems.(11:51) - Hiring the right people and developing a strong company culture.(14:09) - Embracing failure as a learning opportunity and promoting resilience.(16:05) - Advice for parents fostering an entrepreneurial mindset in children.(18:36) - The challenges of entrepreneurship and the importance of persistence.(20:29) - How pilots can get involved in franchising and the semi-passive nature of franchise ownership.(22:53) - Basic explanation of how franchises work and the responsibilities involved.(24:57) - Success rates of franchising versus starting an independent business.(26:21) - Introduction to FranShares for passive investment in franchises.(28:34) - Recommended resources for learning about franchising, including the IFA.(29:09) - Fun anecdotes from Nick's junk hauling experiences.(31:53) - The importance of a catchy brand name and effective marketing.(33:39) - Unpopular opinions about entrepreneurship and the importance of purpose.(35:16) - Future industry trends and the potential impact of artificial intelligence.(36:52) - Qualities needed for successful franchise ownership and importance of human dynamics.(38:53) - Closing remarks and thanks to Nick Friedman.Referenced MaterialsFranShares.comCollege Hunks Hauling Junk FranchisePurple Cow by Seth Godin---You've found the number one resource for financial education for aviators! Please consider leaving a rating and sharing this podcast with your colleagues in the aviation community, as it can serve as a valuable resource for all those involved in the industry.Remember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!Legal DisclaimerThe content of this podcast is provided solely for educational and informational purposes. The views and opinions expressed are those of the hosts, Tait Duryea and Ryan Gibson, and do not reflect those of any organization they are associated with, including Turbine Capital or Spartan Investment Group.The opinions of our guests are their own and should not be construed as financial advice. This podcast does not offer tax, legal, or investment advice. Listeners are advised to consult with their own legal or financial counsel and to conduct their own due diligence before making any financial decisions.
July 17, 2024: George Pappas, CEO of Intraprise Health, joins Drex for the news. They delve into the multifaceted challenges of cybersecurity in healthcare, focusing particularly on the vulnerabilities of rural hospitals. How do rural healthcare providers manage thin operational margins and still maintain robust cybersecurity? How can boards and executives balance regulatory compliance with genuine safety? They also discuss the rising importance of board-level governance in cybersecurity and the potential for safe harbor legislation to standardize and incentivize security practices. Additionally, the episode highlights the perennial issue of human error and configuration mistakes as significant vulnerabilities, emphasizing the need for both micro-segmentation and resilience in cybersecurity strategies. As Drex notes, the complexity of healthcare IT environments heightens these challenges, raising the question: are organizations investing enough in cybersecurity to truly protect patient data and safety?Key Points:Security GovernanceRural HealthcareSecurity Advocation Breach RecoverySegmentation StrategiesNews articles:Rural hospitals are particularly vulnerable to ransomware, report findsHuman error still perceived as the Achilles' heel of cybersecurityThis Week Health SubscribeThis Week Health TwitterThis Week Health LinkedinAlex's Lemonade Stand: Foundation for Childhood Cancer Donate
Welcome to another thrilling episode of Passive Income Pilots, where we navigate the high-flying world of passive income opportunities. Today, we're joined by Joe Fairless, a titan in real estate investment and co-founder of Ashcroft Capital. Joe is renowned for his groundbreaking "Best Ever" conference, which is exactly where our hosts first crossed paths. In this episode, Joe shares his expert insights on how strategic networking can transform real estate investments into massive wealth. Buckle up as we dive into a conversation that's all about elevating your investment game through powerful connections.Timestamped Show Notes:(00:00:20) Introduction and overview of the episode.(00:04:10) Introduction of Joe Fairless and his background in real estate.(00:05:40) Importance of networking in building wealth through real estate connections.(00:10:20) Strategies for identifying lucrative real estate opportunities.(00:15:30) Value-add strategies and examples of successful projects.(00:20:20) Discussion on managing risks and ensuring consistent returns in real estate.(00:25:20) Advice for aspiring real estate investors and the importance of education.(00:30:10) Insights into future trends and emerging opportunities in real estate.(00:35:20) Q&A session with Joe addressing audience questions.(00:40:20) Recap of key takeaways and final thoughts from Joe.The Best Ever ShowBest Ever Conference Ashcroft CapitalRyan's 40th Party PictureRemember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!
Show NotesFred Moskowitz is an educator and best-selling author who has trained countless investors from all walks of life on how to create passive income streams of their own. As a fund manager, Fred manages a mortgage note investment fund and is considered an industry veteran within the note investing arena. Fred teaches the concept that individual investors are able to step into the shoes of the lender, through note investing, and effectively "be the bank". Fred takes pride in collaborating with investors to help them grow and profit in the note space, as well as being a trusted and valued resource in the arena of alternative investments. His new book, titled "The Little Green Book Of Note Investing" has recently launched. Quote: “Surround yourself with people that are at a higher ‘level' than you, when you do that you can ask for help, you can learn from them and add more value” - Fred Moskowitz Knowledge Nuggets and Take-Aways:Control your controllables, there are other sources of income isolated from ‘day job' work moneyWhen you own ‘cash flow' you are able to scale at your own paceFred feels strongly about always progressing your education, always expandingFred will be remembered as a human being that impacted people in a positive day dailyAn investment in knowledge always pays the highest dividends - Benjamin FranklinEvery year make a commitment to learn something new that stretches your comfort zoneEvery interaction you have with someone else, work to leave them better than you found them. Live a life of no ‘shoulds' ‘coulds' ‘woulds'Here is a link to this episode on Time To Shine Today Site: https://timetoshinetoday.com/podcast/fredmoskowitz/ Recommended Resources: Visit Fred's SitePick Up Fred's Book: Little Green Book of Note InvestingFred's Linked INFred's FacebookFred's InstagramHost Your Podcast for Free with Buzz Sprout Our Show Sponsor Sutter and Nugent Real Estate - Real Estate Excellence Please Consider Supporting the 988 Suicide and Crisis HotlineMusic Courtesy of: fight by urmymuse (c) copyright 2018 Licensed under a Creative Commons Attribution (3.0) license. http://dig.ccmixter.org/files/urmymuse/58696 Ft: Stefan Kartenberg, Kara SquareArtwork courtesy of Dylan Allen
Welcome to another edition of our Learning from Financial Fraud Series. In this segment, we delve into the notorious Bernie Madoff Ponzi Scheme. Join us as we unravel the intricate layers of this scandal, where Bernie Madoff, a once-respected financier, orchestrated an elaborate scheme that entrapped countless investors. Learn more about staff augmentation at: https://securetreasury.com/
How do you create wealth for not only YOU but your children's, children?(hint, it's something simple)Get ready for an eye-opening journey into the world of real estate with Whitney Elkins-Hutten. In this compelling episode, Whitney, Director of Investment Education at passiveinvesting.com, shares her incredible story of accidental real estate success and how she scaled it into an awe-inspiring $800 million portfolio.Tune in to discover how Whitney's initial investment, born out of a unique circumstance, turned into a profitable venture that kick-started her journey to financial freedom. From transforming run-down properties with psychedelic décor to walking away with a surprising $52,000, Whitney's experiences are both entertaining and enlightening.Exciting news: Whitney will be a prominent speaker at the upcoming Passive Real Estate Wealth Virtual Summit on September 21 & 22. This is your chance to learn from the best and discover the secrets to building enduring wealth through real estate.Make sure to secure your spot at www.passiverealestatewealth.com and prepare to be inspired!Whether you're new to real estate or a seasoned investor, Whitney's insights are a game-changer. Join us in this episode to glean practical advice, bust myths, and set yourself on the path to financial prosperity.Your future self will thank you for it.Whitney's Social:Website: Ashwealth.com & PassiveInvestingwithWhitney.comLinkedIn: https://www.linkedin.com/in/whitneyelkinshutten/
For many Canadians purchasing real estate is one of the most desired financial milestones - primarily because of home ownership, but also - as a way of building wealth long term, considering our residential real estate market, especially in cities like Vancouver and Toronto, appreciates strongly. Join Sofiia for a discussion on what's better as long term investment for Canadians - stocks or real estate?*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're talking about today01:39 Basic differences between stocks and real estate02:16 Key factors to consider when choosing an investment05:15 Comparing rates of return07:40 Any barriers to entry?09:01 Building a portfolio with stocks and real estateSupport the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads
Results from a Gallup poll are disturbing, Robinhood trading goes 24/5 {yawn}, more check fraud at banks and that accounting career is not as appealing as it once was. Plus, beware of the “college portfolio” option on your 529.
With all the buzz around Chat GPT, it got me thinking: can we leverage it when it comes to investing?In this episode, Sofiia breaks down 6 key pieces of information you need to determine whether a stock is good fit for your portfolio, and how you can use Chat GPT to help you arrive at the final conclusion faster.*Watch this episode in video format on YouTube*Key takeaways:00:00 What we're chatting about today01:30 What information you need to evaluate a stock02:42 Company Financials03:50 Key metrics Chat GPT can help with06:31 How to analyze industry & market trends08:05 Questions for Chat GPT on company's management09:02 Is the stock overvalued or undervalued?09:55 Chat GPT analyzes news & events affecting stock price11:15 Risks & changing market conditionsSupport the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads
Meet Ben Carson, founder of Caffeinated Labs! In addition to hosting his own podcast, The Caffeinated Hustle, he is in the process of building the ultimate entrepreneur community, Caffeinated Creatures. Ben breaks down what NFT's are and how they will be used in this new community that will create step by step pathways for entrepreneurs to build their businesses. We also go over what keeps him going as an entrepreneur, and what investing advice you should and shouldn't listen to. Free training for how to get into Web3, a 7 day video walk thru series:https://start.caffeinatedcreatures.io/freereportCheck out Ben & Caffeinated Labs!https://www.caffeinatedlabs.io/ https://www.instagram.com/caffhustle/ Wall Street Prints - Artwork for Modern Finance: https://wallstreetprints.com/?gclid=Cj0KCQjw94WZBhDtARIsAKxWG-8dgBxjN8-9mIYsyg4ooV5LcbYtyXFDzxDStL2jlDMofkVcTAmfmQ0aAjTaEALw_wcB Keep in touch with Ben to get updates on the Caffeinated Creatures project!https://www.caffeinatedcreatures.io/ -----More About Your Host:Yegi is a young entrepreneur who has always been curious and hardworking. You can say she has always seen things out of the box and been able to creatively solve difficult problems. Her cool and collective spirit in life and business makes you want to be around her. She thrives on inspiring others and helps others see things from a positive point of view. The Yegi Project, is the podcast for the young entrepreneur who may not know where to start, doesn't have anyone to guide them in the right direction and may not have full support from others. This podcast is called The Yegi “Project” because although Yegi is happy with where she is now, she knows that she still has a lot to do to complete her mission and purpose in this world. She aims to use this podcast to work hard alongside all of you to grow to a point where she can make a lasting change in people's lives and in the world. If you would like to be a guest on a future episode of The Yegi Project, please email info@yegiproject.comThe Yegi Project is available on Apple Podcasts, Spotify, Stitcher and more!https://linktr.ee/theyegiproject#nftcommunity #investingforbeginners #theyegiproject
Special guest host Raphael Collazo interviews Whitney Elkins-Hutten, Director of Investment Education with Passive Investing. Raphael and Whitney will be discussing the following: ✅ Self storage investing basics ✅ The BRRRR method of investing ✅ Investing tips This will be a live interview so join in and ask any questions that come to mind! About Whitney: Whitney is a real estate maven who, after purchasing her first rental in 2002, and hitting a homerun, then nearly losing it all on her second deal, took control and figured out how to invest in real estate the right way. She realized that success must leave clues. So, she studied and replicated the very personal finance and wealth creation strategies the wealthy use to create financial freedom. Today, Whitney is a partner in $700M+ of real estate including more than 1400+ self-storage units across 7 states. In 2018, Whitney founded ASH Wealth and the Investor Accelerator Program, which helps investors develop a clear workable plan that gives them the results they dream of, solves their business startup or scaling issues and drives massive progress towards their real estate and financial goals. Connect with Whitney: LinkedIn: https://www.passiveinvesting.com/whitney-elkins-hutten/ Website: https://www.linkedin.com/in/whitneyelkinshutten About Raphael Collazo: Along with being a full-time commercial agent, Raphael is also the author of the Millennial Playbook series, a book series that focuses on personal and professional development topics for young professionals. He wrote his latest book, "Before You Sign That Lease" to help business owners with the often difficult process of leasing commercial real estate. As a performance coach and speaker, he's also had the opportunity to speak to thousands of students and professionals on a wide range of subjects. Raphael graduated from Arizona State University in 2013 with a bachelor's degree in industrial engineering and a minor in economics. Connect with Whitney: LinkedIn: https://www.linkedin.com/in/raphaelcollazo Youtube: https://www.youtube.com/c/RaphaelCollazo/ -- ⚡ Become an Industrial Insider: https://www.youtube.com/c/ChadGriffithsCRE?sub_confirmation=1
Andrew Baxter saw his parents exchange the time for dollars. He was well and truly on that treadmill until he realised that that money can actually work for you. Andrew has helped thousands of people enjoy a richer financial future, by educating, coaching, and advising on practical investment strategies.In this episode we explored "The 5 myths of financial markets":Cash is kingThe stock market is riskyThe wealthy don't use superDividends is the best way to investGive your money to the prosHere's a link to the blog post: https://www.sharesforbeginners.com/blog/aieShares for Beginners is sponsor-funded. This allows me to cover costs and provide it to you for free. But, the more I know about you, the more I can tailor the content to YOU. I'd appreciate your help in completing a short and anonymous survey. It should only take about 4 minutes to complete and I won't be hitting you up for an email or any contact details. Filling out this survey will help me to provide a better listener experience. I've also included a question to gauge the level of interest in an ad-free subscriber option.You can find the survey at sharesforbeginners.com/survey. Thanks for taking the time to complete.Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use this link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they're offering something of value. Shares for Beginners is for information and educational purposes only. It isn't financial advice, and you shouldn't buy or sell any investments based on what you've heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn't replace professional advice regarding your personal financial needs, circumstances or current situation. See acast.com/privacy for privacy and opt-out information.
The world of entrepreneurship is one that most people are interested in, however, oftentimes they don't know where to begin, especially when you are a younger entrepreneurs. Don't worry about it anymore, our amazing guest, Brien Biondi, the CEO of The Institute for Private Investors & Campden Wealth - Family Business/ Family Office & Investment Education, will share with us about making the decision to staring his own company and how YPO (https://www.inc.com/encyclopedia/young-entrepreneurs-organization-yeo.html (Young Entrepreneurs' Organizatio)n) had a great impact on his entrepreneurship career and allowed him to create incredible connections across the world. You don't want to miss this episode! Key Highlights: [00:06 - 07:36] Open Segment Brian shares his background and work How Institute For Private Investors (IPI) helps individuals access opportunities in the private equity market Brian's thoughts about entrepreneurship during the late 1990s [07:37 - 15:40] Be Careful When Recruiting Members Methods Brian used to grow the company to 7000+ members in a short span of time Why peer groups have a significant impact on the business and members' successes What The Entrepreneurs' Organization (EO) does [15:41 - 22:40] New Organizations Have Been Created to Better Serve Young Entrepreneurs How the demographics of the entrepreneur community have changed over time Brian's experience leading IPI, their goals for the organization, and their plans for future growth How families are dealing with succession, transition, and next-generation philanthropy [22:41 - 31:24] The Impact Family Offices Are Having on the Community in Their Lives The family office space is growing significantly with more sophisticated staffing and locations Family offices lookout for new investments and talented people to work for them What is essential to have a great relationship with people around you [31:24 - 37:00] Closing Segment Brian discloses common elements you will find in family offices Key Quotes: “You have to be resilient, you have to have a lot of determination and you also have to have some luck on your side. And sometimes you just need to be in the right place at the right time.” - Brien Biondi “Just because you have a lot of zeros in your bank account doesn't mean you don't have problems.” - Brien Biondi Connect with Brien: Website: https://www.instituteforprivateinvestors.com (https://www.instituteforprivateinvestors.com) Email: bb@memberlink.net Connect with me on https://www.linkedin.com/in/brian-c-adams/ (LinkedIn)! LIKE, SUBSCRIBE, AND LEAVE US A REVIEW on Apple Podcasts, Spotify, Google Podcasts, or whatever platform you listen on. Thank you for tuning in and Stay Tuned for the Next Episode COMING SOON!
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Eve Lewis has served on the BetterInvesting Board of Directors since 2008 where she is currently the Vice-Chair. A member of BetterInvesting for more than 30 years, Eve is an advocate for personal financial security and believes everyone can manage a successful portfolio by deploying the BetterInvesting principles. She holds B.S. and M.S. degrees in Business Education from Northern Michigan University. As a young working mother in the early 90s, Eve was the family money manager and curious about investing. When an article appeared in her local newspaper featuring the educational benefits of BetterInvesting, she joined. The Stock Selection Guide provided her with a methodology to make good decisions and understand what to look for in a stock's performance which leads to a buy, hold, and sell the range. In 2008, Eve was widowed. Fortunately, her life could go on without worrying about how to pay the mortgage or finance the final years of college for her daughter. She attributes the knowledge she gained through her membership in BetterInvesting as the reason her family is financially secure. Eve retired in 2015 from Cengage Learning after completing a 36-year career in business publishing where she worked in sales, marketing, product development, and editorial management. She is the recipient of the Distinguished Service Award from the National Business Education Association. Eve is a member of the Evergreen Investment Club of Cincinnati where she is the co-treasurer. She enjoys playing golf and is on the Board of Trustees of O'Bannon Creek Golf Club, in Loveland, OH. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Ken Kavula is a retired educator who taught AP Calculus, Chemistry, and Physics. He also served as a secondary principal for 21 years. He lives near Flint, Michigan, with his wife, Natalie. They have two grown children and five grandchildren who live nearby and keep them busy. Natalie and Ken both give many hours to BetterInvesting, a nonprofit that supports investment clubs throughout the nation. Ken has served as President of his BetterInvesting chapter, the Mid-Michigan Chapter. as well as teaching extensively for the chapter and the national organization. He is a regular on BI's Ticker Talk. Ken also presents regular programs with Mark Robertson of Manifest Investing. Their Bull Session programs on Tuesday afternoons draw an enthusiastic audience. In addition, Ken cohosts a monthly program for his chapter called The Mid-Michigan/Manifest Investing Roundtable. He is an active member of four investment clubs. He founded and chaired the Great Lakes Coalition BetterInvesting Regional Conference, has twice served as chair of the BetterInvesting National Convention, and served as Chairman of the BetterInvesting Volunteer Advisory Board for three years. He travels to many parts of the country throughout the year, offering programs to BetterInvesting chapters. Ken has been honored numerous times by the Better Investing organization, most recently with the George Nicolson award for outstanding contributions to investment education. Ken and Natalie love the theater, are avid readers and gardeners, and enjoy as much travel as they can fit into their busy schedules! -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Charles Bright is a native of North Brentwood, Maryland. He is married and has 2 Daughters and 2 Grandchildren. Charles Bright began his journey learning about the importance of finances when he had a paper route at the age of 11. His Mother helped him invest by buying savings bonds and told him they would double in 5 years. But, not really understanding the importance at that young age, he cashed them in before their maturity date. In 1996, through a family member, he had the pleasure of meeting a man named Daniel Garnett who gave him a share of Diebold, Incorporated stock and asked if he was interested in learning about stocks and investing. His love for numbers told him to say yes and Mr. Garnett took him under his wing. Mr. Garnett introduced him to the NAIC (now Better Investing) principles that he still utilizes today. His first major project under the tutelage would be to start an investment club. As of today, he has held various positions in the Pinnacle Group Investments and has assisted in starting at least 4 other investment clubs for others. He has taught children beginning at the age of 6 – 14 during summer camps about investing and the importance of saving money. He is passionate about teaching financial literacy and knowledge about investing to people of all ages. He believes that by teaching others the importance of investing and saving, he can pay it forward in the remembrance of Mr. Garnett for all the knowledge that he so freely shared with him. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Branden Bufford is a 4th generation Detroit Homeowner and 3rd generation landlord. While playing monopoly in his early adult years, it clicked "not owning would have me always owing" and it made me insecure. Also, becoming a parent and having every waking moment calculated for me was stressful. I am committed to being a husband, parent, and employee but that puts me last on the priority list, and that also makes me insecure. Branden always knew real estate would be his ticket out the rat race and in his 30s, he's been hyper-focused on it. He learned the game through a handful of podcasts and did the most important thing: TOOK ACTION In addition to managing 5 houses, he owns vending machines and is a host on Turo. His goal is to "retire" by 40 and have his time back. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Mrs. Shellie Ransom-Jackson is the Managing Member of Benchmark Construction Consulting & Management LLC. She has over 20 years' experience as a Florida Certified General Contractor and the distinct honor of being the first African American Woman Certified Building Official in the State of Florida. Mrs. Ransom-Jackson utilizes her practical construction knowledge enhanced by over 17 years of public administration experience to assist clients navigating the bureaucracy associated with development. Mrs. Ransom-Jackson is a member and past Treasurer of the NABWIC Investment Club. She has used the Better Investing principles acquired to establish her own portfolio. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. For nearly 30 years, Doug Gerlach has taught individuals and investment clubs to make smarter decisions about investing in the stock market, through books, software tools, websites, and educational presentations across the U.S. Gerlach is the President of ICLUBcentral Inc., a subsidiary of BetterInvesting and makers of software and websites for individual investors and investment clubs. He is the author of six financial books, including The Investor's Web Guide, The Complete Idiot's Guide to Online Investing, The Armchair Millionaire, Investment Clubs for Dummies, BetterInvesting's Guide to Computerized Investing and the Internet, and The Pocket Idiot's Guide to Direct Stock Investing. He has written articles for publications such as Individual Investor, PC World, and Computer Life, and was a Consulting Editor and columnist for Time-Life's Mutual Funds Magazine. A familiar name to many BetterInvesting members, Doug has spoken at investor events from Honolulu to Berlin, for such organizations as the National Education Association, National Investor Relations Institute, the American Association of Individual Investors (AAII), Money Show, and Charles Schwab, as well as at personal finance conferences organized by Money Show, CNBC, Boston Globe, Baltimore Sun, Fort Lauderdale Sun-Sentinel, Morningstar, BetterInvesting and Oregon Public Broadcasting. He has taught at investor events in more than 80 cities across the U.S., where his skill in explaining often-complex concepts with humor, energy, and clarity helps to turn investors into better investors. His regular webinars for ICLUBcentral reach thousands of individual investors each month. As ICLUBcentral's president, Doug leads product development for its suite of tools for investors and investment clubs: StockCentral.com, MyStockProspector.com, myICLUB.com, and EquityResearchService.com. He is also Editor-in-Chief of ICLUBcentral's two investing newsletters: the long-term market-beating Investor Advisory Service and the SmallCap Informer (which he founded). -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL LinkedIn: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Julius Mansa has been an operation, finance, and accounting professional for over 15 years, with sharpened financial management expertise in various industries including financial services, real estate, logistics, and the nonprofit sector. Julius's career includes various corporate finance roles ranging from senior financial analyst to financial controller in the logistics and real estate development sectors, in addition to leading the finance function of several non-profit organizations. Within the realm of logistics, Julius has experience in supply chain finance management for regional and international third-party logistics (3PL) companies. Additionally, for over 3 years, Julius acted as a fractional Chief Financial Officer for an Indianapolis-based real estate development firm with a multi-million-dollar portfolio. After his rewarding experience doing fractional CFO consulting, in early 2020, Julius opened MaxPoint Advisors, a CFO advisory firm that focuses on medium-sized businesses that operate in fast-growing sectors and gross between 2 million and 10 million in revenue. As an emerging academic and researcher, Julius serves as a professor at two institutions of higher education in Indianapolis, Indiana, the USA where his current and past lecture areas include intermediate accounting, managerial finance, risk management, corporate valuation, portfolio management, and financial economics. In 2020, Julius was awarded a prestigious and highly competitive U.S. Department of State Fulbright Program research award in the area of financial technology. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Charlene Rhinehart is a Certified Public Accountant, Founder of Wealthy Women Daily, and Author of Dividends are a Queen's Best Friend. She is on a mission to help more women build a stock portfolio that's bigger than their shoe collection and give them the tools needed to earn an extra stream of income in the stock market. Charlene was selected to feature her local newsletter, Chicago Southsider, on Facebook's new Bulletin platform. Through the Chicago Southsider, she is creating an ecosystem of resources to help more businesses and people generate more revenue on the South Side of Chicago. She's on a mission to impact more people by reaching the publication's first 10,000 subscribers at http://chicagosouthsider.com/. Subscribe here and join the journey. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Warren Mickens is a native of Gary, Indiana, and a product of its public school system. He earned a BS in Mechanical Engineering from Indiana's Rose-Hulman Institute of Technology and an MBA from Harvard University. His MBA focused on Operations and Strategy, not Finance. He has enjoyed a host of challenging career experiences. Warren began his career as an engineer at Cummins Engine Company and was later the Director of the Worldwide Government Business. Warren transitioned to the telecommunications industry in the 1990s and has held several Operations and Engineering Roles since. Warren became interested in investing in the late 1980s for two reasons: 1) He was scammed by a former work acquaintance who had become a financial manager. 2) He became a father of two sons and concerns over the costs of college education and retirement seemed overwhelming. Warren's family did not have a background with financial resources. His father died unexpectedly leaving four children aged 3-16 behind when Warren was in third grade. He rolled up his sleeves and joined an investment club and decided to learn about investing. He learned a lot. It worked. Warren is active as a trustee at Rose-Hulman. He and his wife Joyce reside in Denver's Southern Suburbs. Their two adult sons are both engineers. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Tamika Adams is an Educator, Entrepreneur, and Nonprofit Community Leader. Mrs. Adams holds a B.A. in Business and master's in public accounting. Her community work is focused on contextualizing the importance of equality and exposure for girls with a specific interest in black girls. Her dedication, efforts, and research are rooted within various communities throughout the United States. Her focus is to normalize the importance and benefit of early exposure and equal opportunities. Mrs. Adams's overall goal is to advocate and implement opportunities to increase youth interest in non-traditional careers and provide various cultural experiences. Having a diverse and tenured background in Corporate America, public education, and the nonprofit industry has afforded her many opportunities. The ability to directly work closely with girls and their families remains her top priority. She recognizes this as a privilege and takes great pride in her responsibility. Under her leadership with The Empress and Pearls Inc, her mentees have gained much exposure and increased experiences. She is fondly known as a Change Agent for girls! -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Mark T. Hebner is the founder and president of Index Fund Advisors, Inc., (IFA), author of the highly regarded book Index Funds: The 12-Step Recovery Program for Active Investors focused on investor education. Mark's current book and previous editions received praise from financial industry experts and academic luminaries, including John Bogle, David Booth, Burton Malkiel, and Nobel Laureates Harry Markowitz and Paul Samuelson. The book has been nominated as one of the three all-time greatest investment books, along with the writings of John Bogle and Warren Buffett. Hebner is a respected speaker, frequent news contributor, and authority on investing. His life's mission is to “change the way the world invests by replacing speculation with education.” Hebner is especially knowledgeable about index funds, portfolio construction, and the research indexes designed by Nobel Laureate Eugene Fama and Kenneth French. These indexes provide the building blocks for the prudent evidence-based investment strategies that Hebner implements for his IFA clients. Mark is a Wealth Advisor (Series 65) and has an MBA from the University of California, Irvine, and a Bachelor's in Nuclear Pharmacy from the University of New Mexico. He was a member of the Young Presidents' Organization for over 20 years and is currently a member of the World Presidents' Organization and the Chief Executives Organization. Before founding Index Fund Advisors in 1999, Mark was President, CEO, and co-Founder of Syncor International (previously a public company - SCOR) from 1975 to 1985. In Jan. 2003, Cardinal Health acquired Syncor for approximately $850 million. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Robin Ware, a senior executive with the United States Postal Service with a career spanning 38 years held leadership positions in operations, engineering, customer service and sales, and training and development. In these roles, she designed, developed, and implemented many leading-edge technology solutions helping the Postal Service significantly improve its operations. As part of a lifelong interest in finance, Robin helped co-workers, friends, and family understand personal finance options. While studying for her master's degree in 1996, she and her classmates founded a stock investment club, the Ninety-Sixers LLC, and joined the National Association of Investment Clubs, known now as BetterInvesting. After retiring from the Postal Service, Robin completed a Certified Financial Planner course at the University of Central Florida. She then founded another investment club with a diverse group of professional women interested in learning how to invest, the Wining About Money Investment Club. She is also a volunteer and serves on the Board of Directors, BetterInvesting North Florida Chapter, and is a long-time member of the American Association of Individual Investors. In her spare time, Robin loves to run and completed a favorite race, the 2018 New York City Marathon. She also recently completed a half marathon in her 49th state intending to complete her 50th in 2022. She has run countless races and is a member of several local running groups. She holds a bachelor's degree in Computer Science from New Jersey State University, MBA from George Mason University, and Senior Executive Program completion from Columbia University. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Cynthia D. Williams, a Program Management professional with 25+ years of experience managing and leading projects for the Federal Government, a nine (9) years-young Distinguished Toastmaster, that supports and leads a district of over 2,000 members within Toastmasters International and a Servant Leader where the betterment of others has always been her passion! As a Servant Leader, Cynthia wishes to freely volunteer her skill sets gained as a Program Management professional and her leadership experience acquired while serving as a Toastmaster International District Leader. Cynthia's G.O.A.L.S is to Grow Others And Lead Self! In both her professional and Toastmasters journey, she quantifies her sense of accomplishment through assisting others in reaching, achieving, and exceeding their GOALS. Cynthia has been in District Leadership with Toastmasters International, a national 501(c)(3) nonprofit, educational organization. Like Better Investing, Toastmasters has been empowering everyday Americans for many years. Where they have helped more than 5 million people from all walks of life learn how to improve their communication and leadership skills. Therefore, while searching on google and hungry to learn more about investment clubs; when Cynthia stubble onto the BetterInvesting.org website she immediately knew this was going to be a great fit. This newfound treasure was further solidified when she sent a message to every primary contact listed on the Maryland Chapter BI website and received a call back from the Chapter President, Ana McBayne, who share with her the core mission and values of BetterInvesting.org. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Ms. Susan Gooding-Liburd is the Chief Financial Officer for the City of Miramar, Florida. She is an executive working in the City Manager's Office. Ms. Gooding-Liburd knows all aspects of municipal government. Ms. Liburd is a Certified Public Accountant and a Certified Government Finance Officer. She holds a Master's in Business Administration (MBA) and a Master's in Accounting, as well as a bachelor's in finance and business administration. She is also a partner of G&L Accounting Services, LLC and Government Finance Tutoring, LLC. G&L Accounting Services, LLC and Government Finance Tutoring LLC are a husband-and-wife CPA firm that specializes in Government Finance. Both partners are Certified Public Accountants and Certified Government Finance Officers and together have over forty years of experience working in the Governmental arena. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
In this episode of Masters of Community, we speak with Max Rothery, VP of Community at Finimize, a platform that provides investment education for casual investors in small, digestible bites. Max has a truly wide range of work experiences, from working in a bank to working in the film industry. He even ran a record label. Learning anything new is more effective if, alongside self-learning, you learn from others. This is where having a community of learners plays a big role. The Finimize Community helps casual investors capitalize on tech tools to connect and learn from other people like them. This episode is packed full of insights about community from a person who had no experience in the field when they first started. Listen to the full episode for specific insights on how to use your community for research. Who is this episode for? For community managers who have started in the community field from other fields and casual investors. Three key takeaways: 1. When a community makes sense for service-oriented businesses: Learning content includes several questionable sources online. Creating high-quality content that people love to consume and then creating a paid community around it helps to profitably solve this problem. Talking to your community (free or paid) helps you understand the different types and subtypes of people your content will help and their favorite topics. 2. Researching Community Members: As a first step to your community strategy, start by talking to the most engaged fans and understand their intrinsic motivations in life. Expand this circle in steps until you get credible data on a solid ideal customer profile (ICP). After this, create, grow, and optimize your community to improve the experience of this ICP so that any new members will find something they have in common with existing members. Have a clear business goal (what your company gets out of the community) and a clear community goal (what members get out of being in the community). Be ready to leave out a particular segment that is not well-represented in your data set to focus on your most profitable ICP. 3. Making the best use of community spaces: Create a community space that allows connections and public discussions to flourish. Let your content team find new ideas from these discussions. Your sales team can also use these spaces for competitive research. Make sure you collect data to prove the efficacy of any insights you use from the community. Notable Quotes: 1. “The best thing to do when you lose money is to speak to someone else. That's [how you realize] that's kind of the point of investing. It's like, sometimes you do well, sometimes you don't. I think that that's a really natural way for a natural reason that a community should exist. ” 2. “We're just creating spaces and watching and observing, and then trying to feed that back and give context to the rest of the business” 3. “Our core audience is probably like twenty-seven to forty-year-olds that have got surplus income [and are] working in well-paid jobs and investing on the side… We're saving them time that they can't get anywhere else. If we try to focus on students or even beginner investors, it distracts us from delivering to that core audience.” Answers to rapid-fire questions: 1. If you could only eat one food for the rest of your life, what would that be? Burgers. 2. What's your favorite book to give as a gift to others or to recommend to others? “Rules for Revolutionaries” by Becky Bond and Zack Exley. 3. A go-to community engagement, tactic, or conversation starter? Reserve time with people to talk more with them about a particular topic. 4. Have you ever worn socks with sandals? Yes, wearing them while recording this interview 5. What's the weirdest community you've ever been a part of? A natural wine community that was associated with a startup but members ended up creating a parallel, more helpful wine community of their own. 6. Tweet-size deathbed advice? Life is always the most rewarding in the deep end.
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Jennifer Felton is an author and a renowned master trainer impacting thousands of educators throughout the southeastern United States. She is focused on modern-day teaching practices, personal accountability, and cultural relevance. Ideas which she has captured in her book Teaching in the Now- Classroom Momentum Begins with You! Before becoming a consultant, Jennifer was an award-winning educator, recognized by school districts and municipalities for her excellence in education. Her unyielding approach to demanding equitable educational experiences for all students, not just the “good ones,” is driven by a firm belief that all children want to learn. A Miami native, mother, and self-proclaimed teacher nerd, Jennifer lives between the sunsets of Florida beaches and the hustle and bustle of Atlanta, Georgia. She can be found most Saturday mornings at auctions, estate sales, or perusing the local thrift sipping café con leche. Recently, her journey of living on Florida's west coast inspired her to partner with fellow education professionals and friends to form the Ladies Building Wealth Investment Club. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Jonathan attended the University of California @ Davis and Howard University College of Medicine. He is a radiologist residing in Maryland where he has served as Chairman of the Department of Diagnostic Imaging and also the founder and president of Medical Imaging Associates, LLC, a medical staffing service. Jonathan has been a member of BetterInvesting for over 30 years and is currently a Director of the Maryland Chapter and founding member of the Maryland Model Investment Club. He attributes Better Investing's methodology to his ability to take early retirement, transitioning from educating & treating individuals' personal health to educating and teaching the benefits of financial wellness. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Whitney Bingham is the CEO and Founder of Selfish Evolution a wellness business that helps guide people to healing themselves using sound bowls, yoga, and mindfulness activities. She is also a full-time mentor at Running Rebels Community Organization where they aid and guide young people in making positive choices in their lives and preparing for a bright future. She's been a member of the C.A.S.H investment club in Milwaukee, WI for 3 years now, which led her to be a part of the team for Collective Impact Initiative Financial Education for Youth of Color and participate as an advisor for the Climb Stock Market Game for the past year. This year of 2021 she helped to start up a brand-new investment club with adults and young people for their Pipeline 2 Promise investment club. She doesn't claim to be an expert investor just yet but an expert in learning. She finds so much joy in talking about financial goals and financial freedom with young people while being able to prepare herself for the future at the same time. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Jamie D. Elder is an Army veteran and life-long entrepreneur who was born and raised in Milwaukee, Wisconsin. He started his first business when he was 21 which was the first 1-800-GOT-JUNK? franchise in the state of Wisconsin. At the age of 29, he was appointed to Governor Scott Walker's administration to serve as the Director, Office of Urban Development for the Wisconsin Department of Children and Families. In 2016, he relocated to Washington, DC to serve as a Director of Strategic Partnership for a national venture philanthropy firm called Stand Together Foundation–serving over five hundred wealthy business leaders across the country. In 2019, he briefly worked as the Director of Urban Development for a legacy-minded private equity firm called Ambassador Enterprises in Fort Wayne, Indiana. In 2020, he partnered with W. Isaac McCoy and John K. McKiel to form an impact-minded private equity firm called I2J Group LLC resulting in their first acquisition of a small kitchen and bath remodeling company in Dallas, Texas with plans to grow a national home improvement vertical. Jamie earned him AS in Business Administration and BS in Organizational Leadership from Penn State University. He is also a proud alum of the Harvard Kennedy School Senior Executives in State and Local Government and Aspen Institute Socrates programs. Jamie also serves on the boards and committees for various organizations that focus on entrepreneurship, employment, and education. In his free time, Jamie enjoys reading, writing, basketball, soccer, and all things Green Bay Packers. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Travis White is 38 years old and currently lives in the Philadelphia Metro Area by way of Washington DC. He attended college at the US Naval Academy and completed his undergraduate degree at Capitol College in Maryland earning a Bachelor of Science in Electrical Engineering. In 2017 he completed his Master of Business Administration with a concentration in Finance at the University of Delaware. Travis has worked in the Electric Utility Industry for the past fifteen years. Travis is mostly a self-taught investor that has leaned on advice from mentors, information from the internet, and books to make investing decisions. Travis enjoys listening to the experience of others on all topics related to money. He is always curious about how money works especially after it's earned. Travis is a member of "Better Investment Analysis" - an investment club that meets bi-weekly to discuss long-term investing ideas. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Faith Investors Club is a limited partnership and a member of the NAIC, now Better Investing. The club meets monthly to discuss various companies (stock options) and determine if the club should invest/buy/sell stock. They view the investment as a part of "stewardship," as a way to make the best use of resources entrusted to them. They adopted NAIC's philosophy of investing regularly over time in well-managed companies through dollar-cost averaging. They benefit from the philosophy of investing regularly, reinvesting earnings, investing in proven growth companies, and diversifying risk. Their first investment was McDonald's, at the time, a company with proven results. Using the NAIC stock study tools, their portfolio grew as they researched other stocks of small, medium, and large companies. Today their investment portfolio consists of 18 stocks and total securities and cash accounts are over $260,000. Their best-performing stocks include Apple, Home Depot, Norfolk Southern, Dollar Tree, McDonald's, PepsiCo, and Walmart. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Michelle Strawder is originally from Guyana, South America but has lived in the Us for over 30 years. Raised in the Bronx, NY, she attended college in update NY in the village of Geneseo, NY. She has worked in the non-profit and public education field for the last 18 years. She has worked for DC Public Schools and Hartford Public Schools. She currently works and lives in CT. She works at Goodwin University as a Senior Grants Officer and serves as a board member for Dignity Grows a non-profit in CT. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Vivian McKnight is a former civil servant who retired from the federal government in 2012 with 32 years of service. She has worked as a Scientist, an Engineer, a Computer Programmer, and a Project Manager. Her last assignment in the Federal Government was as a Safety Manager for the Federal Aviation Administration working on the integration of Unmanned Aircraft/ drones in the National Airspace System. She started her Federal career as a Physicist with the Navy. Her formal education includes a bachelor's degree in physics and a Master of Engineering Science degree with an emphasis in Computer Science. She was born, raised, and educated in Baltimore City, Maryland completing her higher education at Morgan State University and Loyola University Maryland. In 1997 she was invited by a friend to come to a meeting to form and ultimately join 12 Karats Investment club where she became one of the founding members of the club. 12 Karats joined BetterInvesting (BI) in 1997 when it was named the NAIC and as a new club, they took advantage of the Maryland Chapter services and training throughout the years. She served as the club's treasurer for many years, resulting in even more interest in investing, making, and saving money and later improving knowledge of tax-efficient investing. Her passion is encouraging women to invest and empowering women in the area of financial literacy and investing. She is currently a founding member of the Maryland Model Investment Club which was formed in 2015 and has been a volunteer with the Maryland Chapter of BI for many years and serves today as a Maryland Chapter Director. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Brandon Rooks is 37 years old, and resides in North Carolina, by way of Washington DC. He is an experienced IT and Cybersecurity professional who enjoys helping people build cool things "in the cloud". Brandon first learned how to invest from his father Brian and increased his focus when he himself became a dad. Along with his mentor (Warren Mickens), he founded "Better Investment Analysis" - an investment club that meets regularly to discuss building wealth in the stock market via long-term investing principles. The club has grown to include members from across the US, with a range of experience in various industries and disciplines. Brandon also volunteers in his community to create STEM learning opportunities for the next generation. In his free time, he enjoys sports, music, chess, traveling, and most of all spending time with his beautiful wife Kaleia and son Brandon Jr. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Pam is the founder & CEO of Wealth ramp, an SEC-registered referral service that connects people with vetted fee-only financial advisors. She is also the creator and co-host of investor education television series MoneyTrack on PBS and Friends Talk Money podcast on PBS Next Avenue. With over 25 years in the investment industry, Pam is a respected journalist and recognized consumer advocate who champions enhanced transparency and fiduciary standards in the industry. She is the recipient of two Gracie Awards for educating the public about personal investing and finding the right financial advice and received the Financial Educator of the Year Award from the Financial Literacy Institute. Connect With Pam Krueger Facebook Linked-In -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of Successful Long-term Investors, who are everyday people. Ann and Ionnie McNeill, are both Lifetime Members and Volunteers of BetterInvesting, a non-profit specializing in Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your investing journey. Yohlaunda Battle graduated from Miami University of Ohio with a BS in Systems Analysis. She is an IT professional currently working as a business systems analyst and IT trainer at a dialysis company. She loves Jesus and serves as a women's bible study facilitator at her church. She is a current member of Model Wheeler Investment Club (MaWDIC) and a past member of Living Room Learning Investment Club (LRL), both of which are part of Better Investing, and serves as a director with BI Northeast Ohio Chapter. She is married with no children. While she has always been pretty good at managing her money and savings, she became an investor in her 20s by investing in her company's 401k plan as soon as she became eligible. After her first job change, she attended a financial workshop at a local church and signed up with a financial planner, Darrell Claytor whom she still works with today. In her early 40's, she joined her first investment club and decided to take a more proactive approach by investing her savings in the stock market. Her goal is to retire early and securely. She would like to focus her time on ministry, travel, and pursuing her hobbies (skiing and biking) in retirement. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey. Living Room Learning (LRL) Investment Club is a group of people from various backgrounds: Attorneys / Doctors / Administrators / Bankers / Entrepreneurs / Retirees / Teachers / Etc. You do not have to have a background in finance in order to join the club. Their goal is to educate members on basic investment and their only purpose is to invest the assets of the partnership solely in stocks, bonds, and other securities for the education and benefit of the partners. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
#MyInvestingStory showcases the Investing Story of everyday people on the path of being Successful Long-term Investors. Ann and Ionnie McNeill, are both Members and Volunteers of BetterInvesting, a non-profit focused on Investment Education for Individuals and Investment Clubs. Each week we interview a Special Guest, shining a light on their investing story, lessons learned, words of wisdom and resources to aid you in starting your successful investing journey. Sofia has a master's degree in finance and a passion for financial and data analysis. She has spent the bulk of her career applying her skill sets to cloud systems implementation, ranging from small “mom and pop” businesses to multi-national corporations. She enjoys learning more about the SSG and helping other retail investors refine their equity analysis practices. -- Try a 90-day Free Trial with BetterInvesting: https://bit.ly/BI90DayFreeTrial Grab a copy of “The Baby Billionaire's Guide to Investing: Building Wealth at an Early Age” The hashtag for the podcast is #MyInvestingStory Make sure to follow us on Social Media: Facebook: @BetterInvestingSFL Instagram: @BetterInvestingSFL Linkedin: @BetterInvestingSouthFlorida Twitter: @BI_SEFL
This week, Tony talks to RC Peck, an investment educator and trainer, who over the past 23 years, has helped tens of thousands and people across the world to achieve a better level of financial knowledge through an empowering library of training videos, blog posts and articles. KEY TAKEAWAYS Financial education is the most powerful tool we can have in terms of planning out our lives. Finance takes practical experience. When we take guidance from someone around finance, we must take it from the people who have been there. There are three parts to every human – your wealth, your health and your relationships. You can’t hire other people to manage them for you competently. Trading is a fast way of making money, but if you have little education, it’ll be a disaster for you. BEST MOMENTS ‘I said “I’m gonna figure out this money thing”’ ‘You can’t read a book on swimming and learn how to swim’ ‘Money doesn’t have to be dull and boring. It can be lots of fun if you get it right’ ‘With investing, which questions are you asking?’ VALUABLE RESOURCES Sign Up Now For Exclusive Tony Talks Wealth Content at https://www.patreon.com/TTWealth Tony Talks Wealth - https://omny.fm/shows/tony-talks-wealth RC Peck Youtube - https://www.youtube.com/fearlesswealth Fearless Wealth - https://www.fearlesswealth.com/freecourse RC Peck facebook - https://facebook.com/fearlesswealth ABOUT THE GUEST Over the past 23 years, RC's training, videos, blog posts and articles have helped tens of thousands of people from all over the globe. RC’s been a money expert on CNN, CNBC, Bloomberg, FoxBusiness News, MSNBC, ABC and countless podcasts. ABOUT THE HOST Tony Thomas is a published author, one of the top financial advisers in the UK voted for by his clients, the first Chartered Financial Planner in the UK, Independent Financial Adviser, Mentor, Trainer. Life Planner and Money Coach. He is also a pension and investment specialist as well as the regional Chartered Champion for South Wales. “Live For Today, Invest For Tomorrow” CONTACT Patreon Fans: Tony’s official website: https://ttwealth.co.uk/ Facebook: https://www.facebook.com/TonyThomas.IFA/ LinkedIn: https://www.linkedin.com/in/tonythomas2/See omnystudio.com/listener for privacy information.
State of Land Investment Education Online (LA 1369) Transcript: Steven Butala: Steve and Jill here. Jill DeWit: Howdy. Steven Butala: Welcome to the Land Academy Show, entertaining real estate investment talk. I'm Steven Jack Butala. Jill DeWit: I'm Jill DeWit broadcasting from sunny Southern California. Steven Butala: Today, Jill and I talk about the state of land, investment education out there online. Jill's like, what the heck is this about? It's shocking to see how many experts about buying and selling land there are out there lately. Jill DeWit: I know. I bet we've created about 99.9% of them. Steven Butala: I'm sure of it. Jill DeWit: Maybe 100% of them. Steven Butala: It's not just land its everything. Jill DeWit: Right. Steven Butala: It's just amazing how the internet obviously, is still super new. Facebook started in what? 2009? Not started, but became a thing? Jill DeWit: Mm-hmm (affirmative). Steven Butala: Eight or nine-ish, I think. So it's not 10 years old, and it's just amazing that- Jill DeWit: YouTube. Steven Butala: ... it taps into like [crosstalk 00:01:00]. It just taps into some kind of some certain personality types, just their need to not only express their opinion, but be an expert on something when they're not. I'm not complaining, I think it's funny, I really do. Jill DeWit: The only thing that's kind of frustrating, it's kind of like, we've been watching the news a lot the last... For the last several weeks, we've all been watching a lot of news, right? Because of the obvious things going on. It's funny how many there looks like seemingly 19 year olds talking about elections and history. I'm like, "What do you mean the last election when you were in middle school?" I have a real hard time swallowing that one, but it's [crosstalk 00:01:47] funny. Steven Butala: I understand that. You know what? Let's take a question and then we'll talk about it. Jill DeWit: Okay. Steven Butala: I understand the issue is we have a niche company. A bunch of niche companies, actually, but it's just funny when... I understand a new station being niche for people under 25. Jill DeWit: Yeah. Steven Butala: I have no issues with that, but when it starts to really seriously creep into the mainstream and it's just funny. Before we get into it, let's take a question posted by one of the members, our members on the landinvestors.com online community. It's free. Jill DeWit: Lucas wrote, "I want to share with everyone my thoughts on my current state with my land business, mostly just to get stuff off my chest. I love it. I haven't posted in a while because it's been a roll in of activity." Okay, usually that's a good thing. Steven Butala: Yeah. Jill DeWit: It's cool. "First the Land Academy support emails have been perfectly timed. I just got the week five email Sellers Calling Back, which covers handling inbound calls and hate. I've been amazed at the timing of these emails." Thank you very much. I would like to take some credit for that. "They come into my inbox almost to the day, that is relevant for me. This has a huge boost because it tells me that I'm on the right track with where I should be. Moving along quickly, but not too quickly. My first week of inbound calls has resulted in numerous emails and roughly two dozen calls. About half of those have been hate, which has been awful to deal with." Steven Butala: Yep. Jill DeWit: "Between email and phone, probably 12 sellers interested in accepted offers. I'm finding that my offers made sense from comp to comp standpoint, but I really didn't factor in the rate of sales in that area. So I may not be able to sell as quickly as hoped. Also, learning a lot about the variance that can be seen between zip codes within a given county. In future mailers that will be definitely a big part of my pricing process. Simply overwhelmed with all these calls coming in over the last week, I just can't process them fast enough." Steven Butala: Good for you.
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