Podcasts about maximizing wealth

What if your exit could be the beginning of your best story, not the end? In this deep-dive workshop-style episode, Jerome Myers reunites with Homer Smith, financial strategist and founder of Konvergent Wealth, to unpack the financial and emotional blueprint for achieving true post-exit success. Whether you're years from selling your business or already navigating offers, this episode delivers the playbook for preserving family wealth and personal purpose. If you're a business owner asking, "What's next?" — this one's for you. [00:00 – 12:00] Two Paths After the Sale Why 70% of businesses brought to market don't sell—and how to avoid being one of them The post-sale "tragedy" no one talks about “Only about 6% of owners who go to market are highly satisfied with the outcome.” The three pillars of a successful exit: business readiness, market readiness, and owner readiness [12:01 – 26:00] The Real Reasons Founders Miss Out Unrealistic valuations and the myths around multiples Why internal partner conflict can kill a deal The #1 financial red flag for buyers: messy books The hidden danger of high customer concentration [26:01 – 36:00] The Founder's Exit Paradox Jerome breaks down the emotional crash that hits post-sale Creating a personal life plan that aligns with the deal terms “Most founders are walking into a sea of nothingness.” How the N.E.X.T. framework (Nourish, Evaluate, eXplore, Transcend) builds clarity and confidence [36:01 – 45:00] Planning to Win (Not Just Exit) Real case study: $106M egg farm deal and $20M tax savings Why your transaction team might be too small—or too inexperienced Planning five years out: why it's never too early to optimize [45:01 – End] Exit Into Excellence How post-exit optimization begins long before you close Jerome's call to founders: “Don't build a business without designing the life beyond it.” Resources to prepare: free whitepaper and transition readiness assessment Key Quotes: “The business, the market, and the owner all need to be ready.” - Homer Smith “Only about 6% of business owners who raise their hands to go to market are highly satisfied with the outcome.” - Homer Smith Connect with Homer Smith Website: http://www.konvergentwealth.com/ LinkedIn: https://www.linkedin.com/in/homersmith4/ Ready for your next chapter? Start Your Assessment Now

In this Fund Friday episode, Craig McGrouther interviews Dasha Beardsley, Director of Investor Relations at Lone Star Capital and now author of Maximizing Wealth through Syndicated 1031 Exchanges. They dive into how passive investors can use 1031 exchanges to defer taxes, scale into larger deals, and preserve wealth across generations.Dasha shares why many experienced real estate investors still don't know they can 1031 into syndications — and how Lone Star's structure makes this accessible and efficient. They also highlight key differences between syndicated exchanges and DSTs, the legal process behind a successful exchange, and what sets Lone Star apart as a long-term partner for rolling equity.Plus, hear how this year's LSC Summit is evolving to provide an even more curated, high-value networking experience for serious investors and sponsors alike.Check it out now at Maximizing1031.com to learn more.Learn more about Lone Star Capital at www.lscre.com.Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog

Darren Wurz is a certified financial planner with a master's degree in financial planning. He specializes in financial planning for lawyers and law firm owners.  Darren is the author of the book, “The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes and Retiring with Confidence published by the American Bar Association.  Darren also hosts The Lawyer Millionaire podcast.  These are obviously catchy titles and draw the attention of a lot of attorneys, me included!  Darren spoke to me and my colleagues with the American Consumer Bankruptcy College at our semi-annual meeting last year. I enjoyed meeting Darren and I won a copy of his book in a raffle. It is a great book and I highly recommend it. I enjoyed getting to know Darren on this episode of the podcast and I think an awful lot of lawyers and, really,  anyone interested in accumulating financial assets in a sound and logical way would get a good bit out of the information that Darren provides. 

In this episode of the Lone Star Capital podcast, hosts Rob Beardsley and Craig McGrother discuss the intricacies of 1031 exchanges with Dasha Beardsley, author of Maximizing Wealth through Synidcated 1031 Exchanges. We explore the benefits of 1031 exchanges, the mechanics involved, and the various structures available for investors. The conversation highlights the importance of planning, the role of qualified intermediaries, and the potential for tax deferral and wealth compounding through real estate investments. Real-life success stories and common misconceptions are also addressed, providing listeners with valuable insights into maximizing their investment strategies.Check it out now at Maximizing1031.com to learn more.Learn more about Lone Star Capital at www.lscre.com.Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog

We're excited to officially launch Maximizing Wealth Through Syndicated 1031 Exchanges, the new book authored by Dasha Beardsley! At Lone Star Capital, 1031 exchanges are a significant part of our business. To date, we have facilitated over $60 million in 1031 exchange transactions, helping investors successfully roll their equity into multifamily real estate deals. In the book, Dasha outlines how Lone Star Capital structures acquisitions, debt, and equity, providing readers with insights into how we manage 1031 exchanges in our transactions. Our goal is to make the process as efficient and transparent as possible for our exchange investors.Check it out now at Maximizing1031.com to learn more.Learn more about Lone Star Capital at www.lscre.com Apply to attend the LSC Summit 2025: www.lscsummit.com Get a FREE copy of the Passive Investor Guide:https://www.lscre.com/content/passive-investor-guide Subscribe to our newsletter and receive our FREE underwriting model package:https://www.lscre.com/resource/fof-underwriting-toolkit Follow Rob Beardsley:https://www.linkedin.com/in/rob-beardsley/Read Rob's articles:https://www.lscre.com/blog 

Send us a textIn this episode of The Retire Early Retire Now podcast, host Hunter Kelly, certified financial planner, delves into strategies for high-income earners to achieve early retirement in their fifties comfortably and confidently. Key topics include the three essential retirement accounts (employer retirement plans, Roth IRAs, and taxable brokerage accounts), investment strategies balancing growth and stability, diversification, and liquidity. Hunter also discusses tax planning tactics and milestones for those in their thirties, forties, and fifties to stay on track for early retirement. This detailed guide emphasizes the importance of early and aggressive saving, avoiding lifestyle creep, and the need for continuous financial education and planning.00:00 Welcome to The Retire Early Retire Now Podcast00:18 Introduction to Early Retirement Planning01:19 Key Retirement Accounts for Early Retirement07:13 Investment Strategies for Early Retirement13:11 Avoiding Common Investment Traps16:04 Tax Planning for Early Retirement20:47 Laying the Foundation for Early Retirement26:57 Milestones for Your 30s, 40s, and 50s31:07 Conclusion and Next StepsCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Send us a textIn this episode of The Real Estate Vibe Show, host Vinki Loomba sits down with Benjamin "Ben" Carmona, a seasoned expert in 1031 exchanges, DSTs, and alternative real estate investment strategies. With over 20 years of experience, Ben explains the ins and outs of these powerful tools that allow real estate investors to defer taxes, reduce liabilities, and build wealth for future generations—all while avoiding active management.Key Takeaways:1. 1031 Exchanges Explained: A powerful tool that allows investors to defer capital gains taxes by reinvesting proceeds into new real estate. This strategy can be continued indefinitely until death, when taxes are ultimately forgiven.2. How 1031 Exchanges Help Build Long-Term Wealth: By deferring taxes and reinvesting equity, investors can grow their portfolios exponentially, creating sustainable wealth while avoiding hefty tax bills.3. DSTs for Diversification: DSTs allow for fractional ownership in large-scale real estate investments, enabling smaller investors to diversify their portfolios across multiple properties without the burden of active management.4. Pitfalls to Avoid in 1031 Exchanges: Timeliness and understanding the rules are critical—make sure to work with professionals who specialize in these strategies to avoid costly mistakes.

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This week on the Team Lally Real Estate Radio Show, we interview Kyle Shimoda of INPAC Wealth Solutions. Kyle sheds light on Delaware Statutory Trusts (DSTs) and their role in real estate investing. He explains who qualifies for a DST, what types of assets can be included, and how DSTs compare to traditional real estate ownership. Adrienne also shares her personal experience with DSTs, highlighting their benefits for investors looking to diversify or complete a 1031 exchange. Kyle covers the differences between a traditional IRA and a Roth IRA for retirement planning, as well as the decision-making process that helps investors make informed financial choices.We also have our Experts We Trust. Duke Kimhan from Hawaii Pacific Property Management provides an update on Bill 7, a law aimed at creating more affordable housing. He discusses the impact of Bill 7 projects, the process of making properties turnkey, and offers advice for property owners navigating these changes. Meanwhile, Bradley Maruyama from Allstate Insurance breaks down key aspects of insurance coverage, including building code protections, rent loss insurance, hurricane coverage for rentals, and how to navigate the claims process.Who is Kyle Shimoda?Kyle was born on Oahu and grew up on Kauai. He graduated from Kauai High, studied Marketing and Finance at the University of Hawaii, earned a Culinary Arts certificate from Kapiolani Community College. In 1999, he moved back to Oahu to build his career in finance. As a a Wealth Advisor at INPAC Wealth Solutions, he is dedicated to helping clients reach financial goals and values the supportive culture at INPAC. He loves traveling and exploring cuisines with his family.INPAC Wealth Solutions is a client-focused financial planning firm serving individuals, families, and businesses across the Pacific. They provide tailored wealth management solutions for every stage of life, ensuring financial strategies align with personal goals. With offices in Honolulu, Hilo, Lihue, Wailuku, and Pittsburgh, they are committed to helping clients achieve financial freedom under their motto: "Your Life is Our Commitment – That's the INPAC Way."To reach Kyle Shimoda, you may contact him in the following ways:Phone: (808) 784-4092Email: kyle@inpacwealth.comWebsite: InpacWealth.com

This week on the Team Lally Real Estate Radio Show, we interview Kyle Shimoda of INPAC Wealth Solutions. Kyle sheds light on Delaware Statutory Trusts (DSTs) and their role in real estate investing. He explains who qualifies for a DST, what types of assets can be included, and how DSTs compare to traditional real estate ownership. Adrienne also shares her personal experience with DSTs, highlighting their benefits for investors looking to diversify or complete a 1031 exchange. Kyle covers the differences between a traditional IRA and a Roth IRA for retirement planning, as well as the decision-making process that helps investors make informed financial choices.We also have our Experts We Trust. Duke Kimhan from Hawaii Pacific Property Management provides an update on Bill 7, a law aimed at creating more affordable housing. He discusses the impact of Bill 7 projects, the process of making properties turnkey, and offers advice for property owners navigating these changes. Meanwhile, Bradley Maruyama from Allstate Insurance breaks down key aspects of insurance coverage, including building code protections, rent loss insurance, hurricane coverage for rentals, and how to navigate the claims process.Who is Kyle Shimoda?Kyle was born on Oahu and grew up on Kauai. He graduated from Kauai High, studied Marketing and Finance at the University of Hawaii, earned a Culinary Arts certificate from Kapiolani Community College. In 1999, he moved back to Oahu to build his career in finance. As a a Wealth Advisor at INPAC Wealth Solutions, he is dedicated to helping clients reach financial goals and values the supportive culture at INPAC. He loves traveling and exploring cuisines with his family.INPAC Wealth Solutions is a client-focused financial planning firm serving individuals, families, and businesses across the Pacific. They provide tailored wealth management solutions for every stage of life, ensuring financial strategies align with personal goals. With offices in Honolulu, Hilo, Lihue, Wailuku, and Pittsburgh, they are committed to helping clients achieve financial freedom under their motto: "Your Life is Our Commitment – That's the INPAC Way."To reach Kyle Shimoda, you may contact him in the following ways:Phone: (808) 784-4092Email: kyle@inpacwealth.comWebsite: InpacWealth.com

In this episode of the Tactical Empire podcast, Jeff Smith welcomes Shawn Rider for a discussion on leveraging high early cash value life insurance to build a robust financial foundation. They explore how this financial tool supports business growth, real estate investments, and family security. Sean shares his personal journey, including the initial reservations, strategic deployment during COVID-19, and his current plan for future investments. The conversation emphasizes the importance of having a dependable financial system, the psychological comfort it provides, and how it can be used for active and passive income. Jeff and Sean also discuss the importance of adapting your financial strategies over time and thinking big for long-term wealth creation.00:00 Introduction to Tactical Empire00:30 Meet Shawn Rider00:55 Balancing Family and Travel01:37 Kids and Organized Sports06:06 Infinite Banking System06:34 Jeff's Financial Journey09:17 Wife's Perspective on Finances11:12 Utilizing Life Insurance Loans13:27 Real Estate Investments18:23 Future Financial Strategies27:54 Conclusion and Call to Action

Send us a textIn this episode of 'Retired Early, Retired Now,' Hunter Kelly, a certified financial planner, introduces a unique investment strategy known as direct index investing. This strategy, historically accessible only to the ultra-wealthy, is now more widely available due to advancements in technology and zero trading fees. Hunter explains how direct index investing allows for significant tax efficiency through tax loss harvesting and customization. The episode elaborates on the criteria for effective use, such as high-income brackets, concentrated stock holdings, and charitable giving, and emphasizes the importance of professional advice for managing the complexity of this strategy. Ideal for high-income earners, the conversation provides valuable insights into minimizing tax liabilities and boosting long-term wealth.00:00 Introduction to Unique Investment Strategy00:34 Understanding Direct Index Investing01:45 Tax Efficiency in Brokerage Accounts04:06 Benefits of Direct Index Investing13:10 Managing a Direct Index Portfolio16:41 Criteria for Direct Index Investing21:08 Conclusion and Final ThoughtsDimensional Advisors Research PaperCheck out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Send us a textSmart Car Buying: Financial Tips for Maximizing WealthIn this episode of Retire Early Retire Now, Hunter Kelly, a certified financial planner, discusses essential financial strategies for car purchasing. He covers how to avoid lifestyle creep and over-purchasing, setting guidelines like the 20-4-10 rule—putting 20% down, financing for under four years, and keeping total car expenses under 10% of monthly income. Hunter addresses paying cash vs. financing and highlights the importance of maintaining liquidity and saving for investments. Real-life examples and practical advice help viewers make informed decisions about buying cars while continuing to build wealth.00:00 Introduction to Smart Car Buying01:06 Determining Your Car Budget03:42 Financing vs. Paying Cash05:21 Depreciation and Car Value09:33 Real-Life Client Example12:21 Pros and Cons of Financing14:49 Final Takeaways and Advice This Podcast is for educational purposes only. . It's not meant to be financial insurance or tax advice. Please seek a financial professional  when thinking about your own situation and do not make decisions solely based on this podcast.Check out the Palm Valley Wealth Management WebsitePalmValleywm.comCheck us out on InstagramLinkedIn FacebookListen to the Podcast Here! AppleSpotify

Property refinancing is a powerful real estate investing strategy. In this episode, Charles discusses how to maximize investment returns by using refinancing. Links Referenced in Episode: SS157: How to Prepare Your Property for Sale or Refinancing - https://youtu.be/XRfyaXTJ0b4 Connect with the Global Investors Show, Charles Carillo and Harborside Partners: ◾ Setup a FREE 30 Minute Strategy Call with Charles: http://ScheduleCharles.com ◾ Learn How To Invest In Real Estate: https://www.SyndicationSuperstars.com/  ◾ FREE Passive Investing Guide: http://www.HSPguide.com ◾ Join Our Weekly Email Newsletter: http://www.HSPsignup.com ◾ Passively Invest in Real Estate: http://www.InvestHSP.com ◾ Global Investors Web Page: http://GlobalInvestorsPodcast.com/

In this episode, Kris walks Arsenio through a personalized game plan to optimize his finances, including leveraging home equity, maximizing 401(k) strategies, and investing in real estate. They discuss the benefits of diversifying assets, the power of compounding returns, and the potential of high-growth "moonshot" opportunities. Kris explains the importance of partnerships and provides actionable advice on how to accelerate wealth-building while maintaining financial peace. Tune in to discover how to create a path toward financial independence and a thriving future.

It's December, and you know what that means! It's holiday time, and between moving into my new house (yes, again!) and celebrating, I'm one busy gal, so I'm taking a much-needed break from writing and recording the podcast. This year, we are celebrating our FIFTH year of the Wealth Woman Lawyer podcast by sharing with you the most popular episodes in 2024, starting with number four on our list of the top episodes. We hope you enjoy it as much as we have and that you are ending your year on a happy note.*****In today's episode of the Wealthy Woman Lawyer® podcast, I'm bringing back my friend, Darren Wurz, creator of The Lawyer Millionaire. We had so much to discuss in our first interview last year that I knew I needed to bring him back for more.Darren Wurz is a fee-only financial advisor and co-owner of Wurz Financial Services, a family business he runs with his dad and younger brother. He is a CERTIFIED FINANCIAL PLANNER™ and earned his master's degree in financial planning from Golden Gate University.Darren has developed expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he particularly understands the challenges of solo practitioners and small firm owners.He hosts The Lawyer Millionaire Podcast, which is available wherever you get your podcasts. He is also the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association.In today's episode, Darren and I discuss…How decision fatigue may be holding you back from building wealth (and how to alleviate it)Need-to-know basics for wealth-building, plus Darren's favorite wealth-building “trick”How to build wealth even when you are in debtThe number one mistake people make with paying off debtWhat it means to buy or create assets (and why it is critical to build wealth)The big lie we tell ourselves about building wealthThe first thing you should include when creating your business planTax leverage strategiesAnd much more! Links to Love:  ***Check out The Lawyer Millionaire podcast on Apple Podcasts and connect with Darren and his team at The Lawyer Millionaire, or grab your copy of Darren's book, The Lawyer Millionaire on the ABA website.***Book a Practice Growth Assessment call with me.***Head over to our website and add yourself to our email list by grabbing a copy of our popular guide: What Wealthy Woman Law Firm Owners Know That You Don't. www.wealthywomanlawyer.com***Please Leave a Review and Share. If you love the Wealthy Woman Lawyer® Podcast we'd be ever so grateful if you'd: 1) Leave us a review on Apple Podcasts, and 2) Share your favorite episode with another woman law firm owner you know will benefit from it!*** Is 2025 the year you want to make more money in your law firm business without being overloaded with “hard work”? Register for my *new* free training and watch it now. It's called: How to Build a Wealth-Generating Law Firm: 3 Strategies for Women Law Firm Owners That Double Your Revenue Without Doubling Your Workload. 

Join host Vinki Loomba and guest expert Paul Herbes, Senior Business Development Associate at Equity Institutional Services, as they dive into wealth-building with self-directed IRAs and 1031 exchanges. Paul brings a wealth of knowledge on these often underutilized strategies, sharing how they empower investors to make tax-deferred investments, diversify portfolios, and exercise more control over their retirement funds. The conversation covers the advantages, risks, and specific investment types ideal for self-directed IRAs, plus actionable insights on leveraging 1031 exchanges to defer taxes and optimize real estate gains.Key Takeaways:Understanding Self-Directed IRAs: Unlike traditional IRAs, self-directed IRAs provide the flexibility to invest in real estate, private equity, and other alternatives outside the stock market. Custodians like Equity Institutional focus on administrative support rather than asset management, enabling a broader range of investment options.Why Big Custodians Don't Offer These Accounts: Institutions like Fidelity or Schwab generally stick to traditional investment menus because of business model differences and fiduciary requirements. A self-directed IRA allows investors the freedom to explore more diverse, high-growth investments.1031 Exchange Essentials: For real estate investors, a 1031 exchange offers a way to defer capital gains taxes by reinvesting proceeds into similar properties, provided you meet specific IRS requirements. Paul breaks down the “45-day rule” for property identification and the “180-day rule” for closing, both crucial timelines for a successful exchange.Investment Pitfalls and Compliance: Both self-directed IRAs and 1031 exchanges require compliance with strict rules to avoid taxes and penalties. With IRAs, avoid transactions with “disqualified parties,” and with 1031s, ensure properties are truly held as investments rather than for personal use.The Golden Nugget - Estate Planning: Paul emphasizes the tax-saving benefits of 1031 exchanges in estate planning, particularly the stepped-up basis, which can significantly reduce the tax burden for heirs.

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Dexter, founder of Money Abroad, shares how he created an online education platform designed to help high earners create independent financial paths. He shares his extensive experience living and working across various global regions, such as Southeast Asia and Latin America, while building products and teams at notable companies like Dropbox and Zendit. He discusses the complexities of managing money as a digital nomad, the challenges faced by global citizens, and the importance of side hustles in career differentiation.

In this episode of "Jessie's Place Podcast", we're taking a deep dive into the world of rental property management. Whether you're a seasoned landlord or just getting started, this episode covers everything you need to know, from finding and financing your first rental property to maximizing your cash flow and scaling your portfolio. We'll discuss key responsibilities like tenant screening, setting the right rent, handling maintenance, and the pros and cons of hiring a property management company. Plus, if you're new to real estate, we'll walk you through actionable steps on how to secure financing and choose the right property to invest in. Tune in for expert tips, common pitfalls to avoid, and strategies to grow your wealth through real estate!

In this episode of "The Capitalist Investor, hosts Derek ("Diamond Hands D") and Luke Lloyd ("Cool Hand Luke") discuss various aspects of financial planning, focusing particularly on taxes and 401(k) plans. With Tony absent, the duo ensures his favorite segment, the "Planning Corner," continues to deliver valuable insights.The discussion kicks off with an overview of tax payment strategies, such as making quarterly estimated payments to avoid end-of-year surprises. Luke emphasizes the importance of planning ahead to make the most of the interest earnings from delayed tax payments, especially in a high-interest environment.The conversation then delves into the broader implications of taxes on wealth creation, highlighting how tax obligations can delay retirement and discussing the potential impact of Social Security on personal finances. Luke and Derek express skepticism about the long-term sustainability of Social Security and speculate on the future role of Universal Basic Income (UBI).Towards the end, they tackle one of the most frequently asked questions about 401(k) contributions: whether to opt for a Roth or a traditional 401(k). Luke advises that the decision is highly personalized, varying based on expected future income levels and potential tax scenarios.In summary, the episode provides a comprehensive look at tax strategies, the impact of Social Security, and considerations for 401(k) contributions, urging listeners to adopt a long-term financial plan tailored to their unique circumstances.

What if you could turn your life insurance into a dynamic tool for building and sustaining wealth across generations?   In this episode, Madhavi Nade Jain covers the historical use of Infinity Banking by notable figures such as the Rockefellers and Walt Disney, the mechanics of borrowing against life insurance policies, and the myriad benefits including tax-free growth, guaranteed returns, and asset protection. Madhavi explains how this system can be a powerful tool for investors, providing a way to utilize the same dollar in multiple ways and create a lasting financial legacy.   [00:01 - 04:19] The Power of Infinity Banking Explanation of the Infinity Banking concept Historical examples of notable users like the Rockefellers and Walt Disney Benefits of borrowing against life insurance policies   [04:20 - 08:03] Maximizing Wealth with Life Insurance The financial stability and growth potential of mutual company-based life insurance Explanation of how the system works for investors Benefits of continuous cash value growth   [08:04 - 12:12] Tax-Free Growth and Guaranteed Returns Detailed benefits of tax-free growth within the policy Explanation of guaranteed returns and dividends Easy access to funds without restrictions   [12:13 - 16:06] Structuring for Flexibility and Growth How to structure the Infinity Banking system for personal financial goals Examples of different funding strategies The flexibility of the system to accommodate varying financial situations   [16:07 - 22:20] The Importance of Action Encouragement to take action on the Infinity Banking strategy Personal anecdotes and insights from Madhavi Final thoughts on the benefits of the system     Key Quotes:   "Infinity banking is not just about the death benefit; it's about living your life insurance and using it to grow and protect your wealth." - Madhavi Nade Jain   "The time to do action is not tomorrow. The time to take action is not even today. The time to take action is now. " - Madhavi Nade Jain       Connect with Madhavi:   Website: https://thinkoutsidethestocks.com/connect-discovery/ LinkedIn: https://www.linkedin.com/in/madhavinadejain/       Visit sponsorcloud.io/contact today and unlock $2,000 of free services exclusively for REI Rocks community members! Get automated syndication and investor relationship management tools to save time and money. Mention your part of the REI Rocks community for exclusive offers. Help make affordable, low-cost education summits possible. Check out Sponsor Cloud today!   LEAVE A REVIEW + help someone who wants to explode their business growth by sharing this episode.   Are you confused about where to start? Join our community and learn more about real estate investing.    Head over to our Facebook Page, YouTube channel, or website  https://www.theacademypresents.com/jointhesummit36848306.

Kerry Lutz and Casey Chohan discussed wealth generation and tax strategies, focusing on the use of private non-operating family foundations to pass on wealth generationally and minimize taxes. Chohan explained the different types of nonprofits and how high net worth individuals can retain control of their donated funds while still benefiting from tax deductions. He also highlighted the flexibility and advantages of using foundations to invest in assets and real estate, as well as the tax benefits they offer, including property tax exemptions and lower capital gains tax rates. The conversation provided valuable information for high net worth individuals seeking to optimize their financial strategies. Find KC here: togethercfo.com Find Kerry here: FSN and here: inflation.cafe

What you'll learn about in this episode: In this enlightening episode of The Mentor Podcast, host Ron LeGrand introduces Nate Hare, an expert in leveraging real estate investments through self-directed IRAs and other tax-advantaged pension plans. Nate provides his unique perspective on how to grow your wealth tax-free, using real estate as a strategic investment tool within your retirement accounts. This discussion is crucial for anyone looking to maximize their financial growth with minimal risk and no borrowing, complementing Ron's teachings on financial freedom. Key Topics Covered: Introduction to Self-Directed IRAs: Nate explains the basics and the power of using self-directed IRAs for real estate investments, emphasizing the potential for creating tax-free wealth. Difference Between Custodians: The distinction between financial institutions like Fidelity and specialized custodians like Directed IRA, which allow for non-traditional investments such as real estate. Types of Plans for Self-Direction: Discussion on various retirement plans that can be self-directed, including Traditional IRAs, Roth IRAs, Solo 401(k)s, HSAs, and ESAs, and their respective benefits. Investment Strategies in Tax-Exempt Plans: Nate shares why certain investment strategies work best in Roth IRAs and other tax-exempt plans, highlighting the advantages of tax-free growth and distributions. Real-Life Success Stories: Inspirational stories of investors who have successfully utilized their IRAs to invest in real estate, demonstrating the potential returns and tax benefits. Advice on Roth Conversions: Tips on converting traditional IRA funds to Roth IRAs to maximize future tax-free gains. Leveraging Other People's IRAs: Strategies for using other people's retirement funds legally and ethically to finance real estate deals without traditional banking. Understanding IRS Rules on Investments: Insights into what the IRS allows and monitors concerning self-directed IRA investments. Resources: Email Podcast@RonLeGrand.com and use “IRA Slides” in the Subject Line to get the slide deck of Nate's presentation. Sign up for a Free Mentor Panning Session: https://www.RonLeGrand.com/Plan Free Training: www.TheMentorPodcast.com/Terms Get Ron's $599 Wholesaling course for FREE when you join his Gold Club for ONLY $59 a month! – www.TheMentorPodcast.com/GC165

Finances are a fraught area for many attorneys. Despite a high earning potential, new lawyers often start out with a financial disadvantage due to the opportunity cost of the years devoted to school and bar prep, coupled with high student loans. People who chose to get JDs instead of MBAs often find themselves having to operate as entrepreneurs to launch a small firm or solo practice. In The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring With Confidence, Darren P. Wurz addresses both personal finances and firm finances. “A financial plan starts with goals,” writes Wurz, who has a master's degree in financial planning and is a certified financial planner. “Be aware that money itself is not the ultimate goal of this plan. Rather, it is what that money can do for you that is the goal.” In this episode of The Modern Law Library, Wurz gives advice for attorneys at the beginning, middle and end of their working careers and tells the ABA Journal's Lee Rawles about the seven biggest money mistakes attorneys can make.  Wurz, who also hosts The Lawyer Millionaire Podcast, says retirement often looks different for attorneys than other professionals. Many lawyers would like to continue to practice at least part-time even past the age most other people retire. He says the goal of many of his clients is to have the financial security to have a “work-optional lifestyle” that will allow them to take on only the cases that really interest them.  One of the messages Wurz wants to convey to older attorneys is that their most important asset might be something they didn't realize could be sold: their practice itself. The time and effort put into building a book of clients can also pay off at the end of your career, not just during your active years of practice. While it might take more time and planning to arrange than selling a piece of real estate, selling your practice to a younger attorney can provide continuity for your clients and a financial boon to your retirement. While Wurz offers tips for how newly minted attorneys can start off on the right financial foot, he and Rawles also discuss options for mid-career professionals who are only now getting a handle on their finances. He also shares what his general advice would be for the thousands who have recently had their student debt unexpectedly erased through programs like Public Service Loan Forgiveness.

Finances are a fraught area for many attorneys. Despite a high earning potential, new lawyers often start out with a financial disadvantage due to the opportunity cost of the years devoted to school and bar prep, coupled with high student loans. People who chose to get JDs instead of MBAs often find themselves having to operate as entrepreneurs to launch a small firm or solo practice. In The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring With Confidence, Darren P. Wurz addresses both personal finances and firm finances. “A financial plan starts with goals,” writes Wurz, who has a master's degree in financial planning and is a certified financial planner. “Be aware that money itself is not the ultimate goal of this plan. Rather, it is what that money can do for you that is the goal.” In this episode of The Modern Law Library, Wurz gives advice for attorneys at the beginning, middle and end of their working careers and tells the ABA Journal's Lee Rawles about the seven biggest money mistakes attorneys can make.  Wurz, who also hosts The Lawyer Millionaire Podcast, says retirement often looks different for attorneys than other professionals. Many lawyers would like to continue to practice at least part-time even past the age most other people retire. He says the goal of many of his clients is to have the financial security to have a “work-optional lifestyle” that will allow them to take on only the cases that really interest them.  One of the messages Wurz wants to convey to older attorneys is that their most important asset might be something they didn't realize could be sold: their practice itself. The time and effort put into building a book of clients can also pay off at the end of your career, not just during your active years of practice. While it might take more time and planning to arrange than selling a piece of real estate, selling your practice to a younger attorney can provide continuity for your clients and a financial boon to your retirement. While Wurz offers tips for how newly minted attorneys can start off on the right financial foot, he and Rawles also discuss options for mid-career professionals who are only now getting a handle on their finances. He also shares what his general advice would be for the thousands who have recently had their student debt unexpectedly erased through programs like Public Service Loan Forgiveness.

Finances are a fraught area for many attorneys. Despite a high earning potential, new lawyers often start out with a financial disadvantage due to the opportunity cost of the years devoted to school and bar prep, coupled with high student loans. People who chose to get JDs instead of MBAs often find themselves having to operate as entrepreneurs to launch a small firm or solo practice. In The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring With Confidence, Darren P. Wurz addresses both personal finances and firm finances. “A financial plan starts with goals,” writes Wurz, who has a master's degree in financial planning and is a certified financial planner. “Be aware that money itself is not the ultimate goal of this plan. Rather, it is what that money can do for you that is the goal.” In this episode of The Modern Law Library, Wurz gives advice for attorneys at the beginning, middle and end of their working careers and tells the ABA Journal's Lee Rawles about the seven biggest money mistakes attorneys can make.  Wurz, who also hosts The Lawyer Millionaire Podcast, says retirement often looks different for attorneys than other professionals. Many lawyers would like to continue to practice at least part-time even past the age most other people retire. He says the goal of many of his clients is to have the financial security to have a “work-optional lifestyle” that will allow them to take on only the cases that really interest them.  One of the messages Wurz wants to convey to older attorneys is that their most important asset might be something they didn't realize could be sold: their practice itself. The time and effort put into building a book of clients can also pay off at the end of your career, not just during your active years of practice. While it might take more time and planning to arrange than selling a piece of real estate, selling your practice to a younger attorney can provide continuity for your clients and a financial boon to your retirement. While Wurz offers tips for how newly minted attorneys can start off on the right financial foot, he and Rawles also discuss options for mid-career professionals who are only now getting a handle on their finances. He also shares what his general advice would be for the thousands who have recently had their student debt unexpectedly erased through programs like Public Service Loan Forgiveness.

This episode of the Military Millionaire Podcast, host David Pere answers audience questions from his Facebook community on various topics related to personal finance and real estate investing, specifically for service members, veterans, and their families. They dive into detailed advice on leveraging equity in properties, managing thrift savings plans (TSP), and the best practices for liquidating investments. They also discuss the benefits and drawbacks of home equity lines of credit (HELOCs) versus cash-out refinances, life insurance options, and whether it's necessary to put rental properties under an LLC.    What You'll Learn: Master the use of home equity by understanding its nuances, including home equity lines of credit versus refinancing. Understand the benefits and drawbacks of liquidating a Thrift Savings Plan and strategies for furthering wealth through TSPs.  Learn key networking opportunities in the real estate sector, driving connections for better opportunities and richer insights. Overview of snowball and avalanche methods to strategically tackle debt, bringing you closer to financial independence. And so much more!   Timestamp: 00:00:37 Answering Community Questions: Equity and Refinancing 00:03:47 Liquidating TSP and Retirement Accounts 00:07:09 Deep Dive Real Estate Workshops 00:09:04 Managing Cash Reserves and Debt 00:11:18 Life Insurance and Ethical Concerns 00:15:55 First Rental Property Tips   -------------------------------------------------------------------------------------   Snag a FREE copy of my book, and get connected to the Military Millionaire community on all of your favorite platforms: https://www.frommilitarytomillionaire... Join The War Room Mastermind (no, not Andrew Tate's knockoff), the only mastermind exclusively for service members and veterans striving to achieve financial freedom: https://www.frommilitarytomillionaire... #militarymillionaire  - Recommended books and tools: https://www.frommilitarytomillionaire...   - SUBSCRIBE: https://bit.ly/2Q3EvfE   - Website: https://www.frommilitarytomillionaire...   Instagram:  / frommilitarytomillionaire     Facebook:  / militarymillionaire     - My name is David Pere, I am an active duty Marine, and have realized that service members and the working class use the phrase "I don't get paid enough" entirely too often. The reality is that most often our financial situation is self-inflicted. After having success with real estate investing, I started From Military to Millionaire to teach personal finance and real estate investing to service members and the working class. As a result, I have helped many of my readers increase their savings gap, and increase their chances of achieving financial freedom! - Click here to SUBSCRIBE: https://bit.ly/2Q3EvfE to the channel for more awesome videos!

On today's episode, we continue our Part 2 of our discussion with Troy Eckard on the Dentalpreneur podcast! In this episode, we delve into a non-windfall case study, which will resonate with many listeners who haven't experienced a significant liquidation event but are still earning substantial incomes. We discuss the scenario of a dental professional making a million dollars a year without a windfall in sight. Troy uses his own experience to illustrate how to strategically allocate free cash flow above basic living expenses. For instance, with a gross income of a million dollars and $300,000 covering fundamental needs, the remaining $700,000 can be wisely invested. Troy explains the benefits of putting a portion into drilling investments to save on taxes while diversifying into various asset classes for growth and security. Troy emphasizes the value of mineral rights as an investment, especially in today's market where technological advancements have reduced risks. He shares examples of partners who have successfully built their portfolios by reinvesting dividends and acquiring more mineral assets over time. These investments provide long-term, compounding income, making them ideal for professionals looking to build a substantial nest egg for retirement. We also touch on the unique advantages of mineral rights, including the lack of holding costs and liabilities, and the consistent demand for oil and gas. Troy explains how strategic investments in minerals can offer a high return with minimal risk, leveraging the stability and growth of the oil and gas industry. Finally, we explore what to do if you suddenly realize mid-year that you owe a significant tax bill. Troy advises on the importance of finding secure, tax-deductible investments to offset liabilities and create long-term income. He stresses the need to work with reputable partners and diversify investments to mitigate risks. Troy's insights highlight the importance of smart investment strategies tailored to individual financial situations, whether dealing with windfalls or substantial annual incomes. For more information, Troy invites listeners to visit EckardEnterprises.com and explore their educational resources and app, Eckard Insights, which offers comprehensive training and access to their investment opportunities. EPISODE RESOURCES https://eckardenterprises.com/dsi https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

On today's episode, we welcome Troy Eckard to the podcast. Troy has nearly four decades of experience exclusively focused on domestic oil and gas, making him a top expert in his field. His family-owned energy company, Eckard Enterprises, represents 1800 high-net-worth partners with over $850 million in assets under management, including mineral rights and working interests in midstream pipeline projects. Eckard Enterprises is renowned for its transparency, business ethics, track record, and results. Troy, welcome to the podcast! How are you doing today, my friend? Troy, who was highly recommended by several trusted and prudent investor friends, is here to shed some light on the alternative investment world and how it differs from traditional investment platforms. He explains that when he started his career in 1985, alternative investments were seen as taboo and risky. However, over the past 40 years, the internet has revolutionized this asset class, making it more credible and accessible. Today, alternative assets are a mainstream investment opportunity, comparable to publicly traded assets. We delve into whether these investments are suitable for high-income individuals without a windfall or those with large liquidity. Troy explains that one's financial position and personality determine their appropriateness for alternative investments, emphasizing the need for understanding the commitment involved. He shares insights on how these investments can provide long-term benefits and stability, especially through strategies like the 1031 exchange, which allows for tax deferment and continued wealth generation. Troy also touches on the tax advantages of investing in oil and gas, highlighting the impact of the 1986 Tax Reform Act and the evolution of drilling technology. He explains how these investments can offer significant tax deductions while creating sustainable income. The conversation reveals the importance of working with reputable sponsors and understanding the complexities of the oil and gas industry to avoid pitfalls and maximize returns. This episode provides a comprehensive overview of the opportunities and challenges in the alternative investment space, particularly in oil and gas, offering valuable insights for high-net-worth individuals and those considering diversifying their investment portfolios. Stay tuned for Part 2, where we'll continue this enlightening discussion with Troy Eckard. EPISODE RESOURCES https://eckardenterprises.com/dsi https://www.truedentalsuccess.com Dental Success Network Subscribe to The Dentalpreneur Podcast

In this episode of the Trust the Plan Podcast, we delve into a topic that's frequently raised by our clients: navigating inherited IRAs. Join our hosts, Nick Hopwood, CFP® and Jim Pilat, CFP® as they expertly guide us through the intricacies of inherited individual retirement accounts (IRAs) and share invaluable strategies for mitigating taxes associated with them. Inherited IRAs present unique challenges and opportunities, often requiring careful planning and informed decision-making. Nick and Jim draw upon their extensive experience and deep understanding of financial planning to unravel the complexities surrounding inherited IRAs, offering actionable insights tailored to our listeners. Don't miss this insightful conversation on Trust the Plan as we equip you with the knowledge and tools necessary to navigate inherited IRAs effectively and trust the plan for a secure financial future. — Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind. Stay Connected With Us: Podbean: findingtruewealth.podbean.com YouTube: / @peakwealthmgmt Apple: rb.gy/1jqp6 (Trust the Plan Podcast) Facebook: Facebook.com/PeakWealthManagement Twitter: Twitter.com/nhopwood1 www.peakwm.com

Unlock the power of whole life insurance as a catalyst for wealth creation on your terms in this episode with Russ Morgan. Explore actionable steps to build your banking system for passive income and early retirement. Join us as he challenges traditional financial paradigms and provides strategies for fast-tracking your financial goals.     Key Takeaways To Listen For Infinite Banking Concept (IBC): An overview and how it can revolutionize personal finance Practical applications of using whole life insurance policies for investment purposes Insights into creating passive income streams through strategic investments facilitated by IBC Benefits of liquidity and financial control in personal banking Success stories from individuals who have implemented the IBC strategy Resources/Links Mentioned In This Episode Becoming Your Own Banker by R. Nelson Nash | Paperback   Discover the secrets of turning your hard-earned income into lasting wealth with The Passive Income Operating System eBook. Get this guide for FREE at https://go.wealthwithoutwallstreet.com/pios to learn the strategies banks and top investors use to grow their wealth effortlessly!     About Russ Morgan Wealth Without Wall Street's Founder and Partner, Russ Morgan, is known as “The Idea Guy.” Russ began his professional career as an investment advisor in 2004 after graduating from Auburn University — a slight foray from 10-year-old Russ' dream of becoming a professional baseball pitcher. Russ started IBC in 2009 and eventually went on to found Wealth Without Wall Street in 2015.    Russ' creativity, fresh ideas, and knack for problem-solving are indispensable assets to his role at Wealth Without Wall Street. Aside from Wealth Without Wall Street, Russ learns from the Business School podcast with Sharran Srivatsaa and Donald Miller's Building A StoryBrand book and podcast. Aspire Movement, Campus Outreach, and Young Business Leaders are three causes near to Russ' heart.     Connect with Russ Website: Wealth Without Wall Street Podcast: The Wealth Without Wall Street Podcast LinkedIn: Russ Morgan Connect With Us If you're looking to invest your hard-earned money into cash-flowing, value-added assets, reach out to us at https://bobocapitalventures.com/. Follow Keith's social media pages LinkedIn: Keith Borie Investor Club: Secret Passive Cashflow Investors Club Facebook: Keith Borie X: @BoboLlc80554

Become a Client: https://nomadcapitalist.com/apply/ Get our free Weekly Rundown newsletter and be the first to hear about breaking news and offers: https://nomadcapitalist.com/email Join us at Nomad Capitalist Live for four days of knowledge and networking open to all:  http://bit.ly/3TE0iPm In this video, we delve into the concept of financial freedom and explore various perspectives on how much money is needed to achieve it. From Kevin O'Leary to Andrew Tate, we dissect their views on building wealth, retirement goals, and living a life of abundance. Join us as we analyze different financial milestones, from $5 million to $100 million, and discuss strategies for accelerating wealth accumulation while minimizing tax burdens.  00:00 Start 00:20 Retirement and Financial Independence 1:13 Analyzing Kevin O'Leary's $5 Million Goal 5:37 Alternative Views on Financial Goals 8:22 Andrew Tate's Perspective: $20 Million for True Freedom 11:02 Exploring the Notion of "Enough" Money 13:51 Strategies for Maximizing Wealth and Minimizing Taxes Nomad Capitalist is the world's most sought-after expert on legal offshore tax planning, dual citizenship, and international asset protection. We work exclusively with seven- and eight-figure entrepreneurs and investors who want to "go where you're treated best." Nomad Capitalist has served as the “architect” and “general contractor” for 1,500+ clients who wanted one company to manage their holistic plans. We help these clients keep more of their wealth, increase their personal freedom, and protect their families and wealth against current and future threats at home. Our in-house team of researchers, strategists, and executioners know more about these strategies than just about anyone. We've also spent more than a decade building a trusted network of attorneys, accountants, real estate agents, and others to assist our clients. As a result, our approach is not only holistic, but agnostic; we offer our clients advice on and options in 90+ countries, more than any other firm by far. If you're looking to diversify internationally, whether for lower taxes or as a “Plan B”, trust the industry pioneers at Nomad Capitalist and our experience serving the needs of globally-minded entrepreneurs and investors. Become Our Client: https://nomadcapitalist.com/apply/ Our Website: http://www.nomadcapitalist.com/ About Our Company: https://nomadcapitalist.com/about/ Buy Mr. Henderson's Book: https://nomadcapitalist.com/book/ DISCLAIMER: The information in this video should not be considered tax, financial, investment, or any kind of professional advice. Only a professional diagnosis of your specific situation can determine which strategies are appropriate for your needs. Nomad Capitalist can and does not provide advice unless/until engaged by you.

Best of February 2024 Episodes:Episode 95 - "Expand Your Empire 19: Entrepreneurial Wisdom"Shawn Rider discusses the importance of empowering oneself during moments of transition in entrepreneurship.Emphasis on manifesting positivity and believing in one's capabilities to tackle challenges.Key takeaway: Focusing on possibilities rather than pitfalls.Episode 96 - "From Military Discipline to Entrepreneurial Mastery"Shawn Rider emphasizes the significance of the internal journey for true fulfillment.Highlighting the misconception of seeking external validation for happiness.Key takeaway: Happiness comes from within, not from external circumstances.Episode 97 - "Mastering Resilience and Ownership"Discussion on exploring interests and investing in self-development.Importance of being proactive and making decisions aligned with long-term goals.Key takeaway: Investing in oneself is crucial for success and resilience.Episode 98 - "A Tactical Guide to Quitting Wisely"Shawn Rider challenges listeners to focus on the future and make proactive decisions.Emphasis on avoiding dwelling on sunk costs and aligning actions with future goals.Key takeaway: Quitting wisely involves considering future aspirations and taking proactive steps.Episode 99 - "Maximizing Wealth with Tactical Financial Strategies"Discussion on being a steward of money and creating value through financial management.Shawn Rider emphasizes profit-first thinking and optimizing growth and protection.Key takeaway: Effective financial strategies involve managing income, expenses, and creating value in the world.Episode 100 - "What Is The Tactical Empire?"Overview of The Tactical Empire's focus on optimization in all areas of life.Emphasis on the supportive community and accountability within The Tactical Empire.Key takeaway: The Tactical Empire provides a network of problem solvers and support for personal and professional growth.You can connect with Shawn Rider on Facebook and Instagram. If what you heard resonated with you, you can find Jeff on Instagram, Facebook. If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169. And don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

Steve is joined with special guest Shawn O'Keefe, and they explore a crucial tax strategy for maximizing wealth. Discover how this unique approach allows sellers of highly appreciated assets to defer capital gains taxes, keeping more money working for them. Whether you're a small business owner, entrepreneur, or investor, this strategy offers a game-changing exit plan while preserving your hard-earned wealth. Shawn delves into the intricacies of this tax-saving method, shedding light on its applicability to various asset types and its potential for estate planning.    If you would like more information about this Tax Deferred Strategy call Steve today!  See omnystudio.com/listener for privacy information.

Tax has a crucial role in wealth generation and preservation. Professional athletes have very complex tax situations which make tax planning a year-round endeavor, not just a one-time stop during tax filing season. The importance of integrating tax strategies with investment planning can't be stressed enough as we have seen the countless pitfalls of receiving separate tax and investment advice. Proactive strategies must be taken on, and changing the game plan to account for updates in the tax code is essential to maximize and optimize wealth. Have questions for an upcoming episode? Want to get free resources, book giveaways, and AWM gear? Want to hear about when we release new episodes? Text “insights” or the lightbulb emoji (

The meeting was led by Kerry Lutz and featured Andrew Winnett, a financial expert, who provided insights into inflation, the stock market, retirement planning, and Social Security. Andrew highlighted the role of excessive money printing and the staggering national debt in causing inflation, and expressed concerns about the accuracy of inflation data and the potential challenges of maintaining stable inflation rates in the future. He also discussed the impact of demographic shifts on social security, Medicare, and Medicaid, and the need for a conservative approach to retirement planning. Andrew emphasized the importance of a holistic approach to wealth management, discussing the often overlooked aspects such as long-term care planning, estate planning, and addressing longevity risk. He introduced the "silo strategy" for retirement planning, which involves categorizing funds into safety, income, growth, and long-term care/estate planning in order of importance. Andrew also delved into the intricacies of Social Security claiming strategies, highlighting the advantages of delaying benefits for the primary breadwinner until at least full retirement age. The conversation also touched on the role of real estate in retirement planning, with Andrew emphasizing the long-term wealth-building potential of real estate and sharing his personal investment experiences. Additionally, Andrew offered a special offer for listeners to access his books and movie at nomorelosingmoney.com, providing valuable resources for retirement planning. The discussion reflected a sense of urgency and the importance of preparing for the uncertainties surrounding Social Security, inflation, and retirement planning. Find Andrew here: Retirement Renegade Find Kerry here: FSN and here: Inflaton.Cafe  

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Divorce Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of the Tax Cuts and Jobs Act, or TCJA in 2025. Amber is a partner of Business Valuation and Advisory at Seidel Schroeder, providing over two decades of experience. She also has extensive valuation expertise, having performed hundreds of appraisals in conjunction with gift and estate tax planning, transaction advisory (M&A), ESOP, litigation, and lending purposes.1. What is the TCJA and what are the major provisions of the Act that are set to expire in 2025?2. What is included in a taxable estate?3. Why is the sunset especially important to business owners?4. Can business owners with a long runway until retirement ignore the impact of the sunset?5. Can business owners rely on quoted market multiples in their industry to understand the value of their company?6. What is the tax impact for a business owner upon death that has not done any estate or succession planning?7. How can a business owner transition their business out of their estate?8. Is having a valuation performed necessary or beneficial for the transition of the business?9. Are there any other provisions poised to sunset that impact business owners? Melissa Gragg CVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163  Amber WidenerSeidel Schroederawidener@ssccpa.com979.251.6721https://www.linkedin.com/in/amber-widener/Support the show

A good man leaves an inheritance to his children's children, but the sinner's wealth is laid up for the righteous. – Proverbs 13:22 The biggest obstacle that most people face on their journey to wealth is taxes. WD Wealth Strategies is not just about keeping your money… they're also about helping you reclaim your time. Imagine reclaiming the financial equivalent of a day a week for the rest of your life. What could you do with that extra time? The possibilities are endless. Whether you're a solopreneur, a million-dollar income earner, managing a 5-million dollar portfolio, facing a large capital gains challenge, or dealing with a life-altering event, this episode is for you. Today Michael Enyart is sharing some of their secrets.  Learn more about WD Wealth Strategies here: https://www.wdwealth.com/  -- Join our new TKM Reflections Group! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to the Level-Up Video Series⁠ ⁠⁠Subscribe to our newsletter, The MENifesto here! ⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our New Kinetic Man Facebook Group! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Check out the Kinetic Men Events on Meetup!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Know someone who would make a great guest on our podcast? Let us know! takeaction@thekineticman.com

Have you ever wondered how some business owners can seemingly produce 10X or 20X more than their competition? You may have heard people ask, "How do you manage to do all that you do?" The reality is that we are all given the same 24 hours a day. However, the rich and successful business owners seem to possess a unique ability to create multiplicative wealth that appears almost unfair. This article will delve into one of their secrets – the art of delegation. Thank you for joining us today. We hope you found encouragement, inspiration, and valuable insights as you pursue your vision and dreams. The greatest appreciation we could receive is if you share this episode with a fellow business owner. Remember, The Justin Goodbread Show is a Financially Simple production, meant for educational and entertainment purposes. For personalized advice, please consult your professional advisors.

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In this episode of The Real Estate Syndication Show, host Whitney Sewell welcomes back guest Mauricio Rauld to discuss critical considerations for syndicators regarding entity formation, asset protection, and estate planning.This episode is specifically tailored for real estate operators and syndicators and explores common mistakes they make when structuring their businesses.Key takeaways:Understand the intricacies of LLCs and separate investor classes: Learn about the different LLC structures and the importance of creating separate classes for your investors. This ensures clear ownership and voting rights for each group.Distinguish between manager and owner roles: Grasp the crucial separation between the entity managing daily operations and the entity holding your carried interest. This distinction is vital for asset protection and mitigating potential legal liabilities.Develop a comprehensive estate plan: Implement a solid estate plan to safeguard not only your personal assets but also the continuity of your syndication business. Mauricio offers practical advice to ensure your business and investors remain protected in case of unforeseen circumstances.Ready to take your real estate syndication to the next level? Equip yourself with the legal knowledge you need to navigate the complexities and protect your business. Grab your copy of Mauricio Rauld's book, "Legal Strategies for Everyone: The Complete Guide to Covering Your Assets, Maximizing Wealth, and Protecting Your Family".Remember, real estate syndication success goes beyond acquiring properties. Effective management and proactive protection are paramount. Thank you for joining The Real Estate Syndication Show! Like, subscribe, and share this episode with fellow investors and syndicators. Together, let's build knowledge and empower informed decision-making in the real estate market.VISIT OUR WEBSITEhttps://lifebridgecapital.com/Here are ways you can work with us here at Life Bridge Capital:⚡️START INVESTING TODAY: If you think that real estate syndication may be right for you, contact us today to learn more about our current investment opportunities: https://lifebridgecapital.com/investwithlbc⚡️Watch on YouTube: https://www.youtube.com/@TheRealEstateSyndicationShow

In today's episode of the Wealthy Woman Lawyer® podcast, I'm bringing back my friend, Darren Wurz, creator of The Lawyer Millionaire. We had so much to discuss in our first interview last year that I knew I needed to bring him back for more.Darren Wurz is a fee-only financial advisor and co-owner of Wurz Financial Services, a family business he runs with his dad and younger brother. He is a CERTIFIED FINANCIAL PLANNER™ and earned his master's degree in financial planning from Golden Gate University.Darren has developed expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he particularly understands the challenges of solo practitioners and small firm owners.He hosts The Lawyer Millionaire Podcast, which is available wherever you get your podcasts. He is also the author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association.In today's episode, Darren and I discuss…How decision fatigue may be holding you back from building wealth (and how to alleviate it)Need-to-know basics for wealth-building, plus Darren's favorite wealth-building “trick”How to build wealth even when you are in debtThe number one mistake people make with paying off debtWhat it means to buy or create assets (and why it is critical to build wealth)The big lie we tell ourselves about building wealthThe first thing you should include when creating your business planTax leverage strategiesAnd much more!Links to Love:***Check out The Lawyer Millionaire podcast on Apple Podcasts and connect with Darren and his team at The Lawyer Millionaire, or grab your copy of Darren's book, The Lawyer Millionaire on the ABA website.***Book a Practice Growth Assessment call with me.***Head over to our website and add yourself to our email list by grabbing a copy of our popular guide: What Wealthy Woman Law Firm Owners Know That You Don't. www.wealthywomanlawyer.com***Please Leave a Review and Share. If you love the Wealthy Woman Lawyer® Podcast we'd be ever so grateful if you'd: 1) Leave us a review on Apple Podcasts, and 2) Share your favorite episode with another woman law firm owner you know will benefit from it!***Want to Scale Your Law Firm to 1MM or More? The Wealthy Woman Lawyer® Podcast is sponsored by Wealthy Woman Lawyer, LLC. We help women law firm owners scale their law firm businesses to and thru 1MM with total ease. If you'd like help to scale your law firm business, we invite you to JOIN US IN THE WEALTHY WOMAN LAWYER LEAGUE or, if you have already reached $500K or more in gross annual revenue, but haven't yet hit that $1M mark, to apply for private coaching with me.

In this episode of the Know Your Numbers REI podcast, host Chris McCormack, a CPA and founder of Better Books Accounting and Tax Planning, discusses the importance of understanding tax buckets for real estate investors and business owners. He emphasizes the value of aligning with the right tax professional to navigate the tax code effectively, reduce overpayments, and build a strong relationship with a CPA.  Tune in to gain clarity on different tax accounts and their benefits, drawbacks, and requirements. Don't forget to share the episode for valuable insights and to leave a five-star rating and review. [00:02:21] Different tax buckets. [00:04:50] Traditional vs. Roth IRA. [00:09:45] Tax Now vs Tax Later. [00:12:13] Tax-free savings accounts. [00:14:20] Tax-free retirement planning options. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• ➤➤➤ To become a client, schedule a call with our team or fill out a contact request form ➤➤ https://www.betterbooksaccounting.co/contact   ••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Connect with Chris McCormack on Social Media Facebook: https://www.facebook.com/chris.mccormack.cpa.mba/  LinkedIn: https://www.linkedin.com/in/chris-mccormack-cpa-mba/  Instagram: https://www.instagram.com/chrismccormackcpa/   → → → SUBSCRIBE TO BETTER BOOKS' YOUTUBE CHANNEL NOW ← ← ←  https://www.youtube.com/@betterbooksREI/featured The Know Your Numbers REI podcast is for general information purposes only and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. Information on the podcast may not constitute the most up-to-date legal or other information. No reader, user, or listener of this podcast should act or refrain from acting on the basis of information on this podcast without first seeking legal and tax advice from counsel in the relevant jurisdiction. Only your individual attorney and tax advisor can provide assurances that the information contained herein – and your interpretation of it – is applicable or appropriate to your particular situation. Use of, and access to, this podcast or any of the links or resources contained or mentioned within the podcast show and show notes do not create a relationship between the reader, user, or listener and podcast hosts, contributors, or guests. #ThreeTaxBuckets #TaxDeferred #TaxNow #TaxFree #TaxPlanning #RothIRA #401K #TaxConsideration #TedBenna #PeterThiel #RealEstateInvestmentTips #RealEstateTaxProfessionals #AccountingForRealEstateInvestors #RealEstateTax #RealEstateTaxTips #RealEstateInvestor #KnowYourNumbers #BetterBooks #ChrisMcCormack

Key Moments[0:00:00] Introduction to the episode and guests.[0:02:35] Overview of the Profit First methodology and its impact on business financial management.[0:10:50] Advantages of integrating high early cash value life insurance with Profit First for wealth generation.[0:20:15] The concept of financial arbitrage and leveraging life insurance policies for business and personal financial growth.[0:30:40] Real-life application and benefits of this integrated financial strategy, emphasizing control and compound growth.[0:45:00] Detailed explanation of setting up and utilizing a life insurance policy as a personal bank.[0:55:25] The long-term impact of employing these strategies for wealth accumulation and asset acquisition.[1:05:50] Closing thoughts on financial freedom and invitation to the Tactical Empire community for further learning.You can connect with Shawn Rider on Facebook and Instagram.  If what you heard resonated with you, you can find Jeff on Instagram, Facebook. If you're interested you can visit The Tactical Empire's website https://www.thetacticalempire.com/home-4169. And don't forget to visit us on Apple Podcasts to leave a review and let us know what you think! Your feedback keeps us going. Thanks for helping us spread the word!

For 2024, estates exceeding $13,610,000 (or $26 million for married couples) may be subject to estate taxes, making strategic planning essential for wealth preservation, and this number could be even higher in 2025. In today's episode of Retire in Texas, PAX Financial Group CEO and Co-Founder, Darryl Lyons, dives deep into the intricate world of inheritance and legacy planning, shedding light on key tax considerations that can significantly impact your estate and the wealth you pass on to the next generation. Some of today's show highlights include: *A breakdown of the immense tax benefits of living in a Community Property State. *Why it's vital to differentiate between ordinary income and capital gains in inheritance. *Understanding the key differences between estate taxes and income taxes. *The valuable tax provision that is Step-Up in Basis. If you enjoyed today's episode, make sure to comment and share it with a friend!

Introduction to Susanne Mariga, CPA, author, and financial expert.Insights from her book "Profit First For Minority Business Enterprises."Strategies for maximizing profits and saving on taxes.Susanne's journey to becoming a first-generation millionaire.Discussion on eradicating entrepreneurial poverty.Advice for entrepreneurs on financial planning and business growth.Susanne's achievements including being recognized by Goldman Sachs 10,000 Small Business.Engage with Susanne Mariga:Website: susannemariga.comLinkedIn: Susanne MarigaInstagram: @susanne.marigaYouTube: Profit First with Susanne MarigaRemember to like, subscribe, and share the RISE Urban Nation Podcast for more empowering stories and insights! Join the Movement with RISE Urban Nation Podcast

Discover the latest insights from Wealth Building Way, delving into automated trading for personal wealth with a focus on savvy financial growth strategies. The article delves into technology, algorithms, and advanced techniques, appealing to investors of all levels. Explore further at: https://wealthbuildingway.com/ Wealth Building Way City: Austin Address: 16238 Highway 620 N Website https://wealthbuildingway.com/chwca2/ Phone +1-512-677-7448 Email Info@wealthbuildingway.com

Hey there, Real Estate Enthusiasts!Are you looking to take your real estate investing to the next level?In our latest episode of "Raising Private Money" with Jay Conner, we had the pleasure of hosting the knowledgeable and experienced Frank Hanna, a private wealth adviser who has raised over $300,000,000 in Private Money!We delved into Frank's journey in the world of Private Money, where he shared how his background in the restaurant and hospitality industry led him to become a successful private lender and investor in various asset classes, including multifamily, self-storage, and hotels.Frank shared valuable insights on tax management, the importance of networking, and the impact of economic trends on making smart investment decisions. As a bonus, Frank revealed valuable opportunities that are available for real estate investors today, including the benefits of bonus depreciation and 1031 exchange planning.If you're eager to learn more about Frank's expertise and the investment opportunities he has to offer, visit his website at https://www.Revxwealth.com or email him at frankhanna@revxwealth.com. Whether you're a seasoned investor or a newcomer to the real estate industry, this episode is a treasure trove of practical knowledge and expert advice from Frank Hanna.Here's to your success in real estate investing!Timestamps:0:01 - Raising Private Money Without Asking For It0:12 - Frank B. Hanna, Private Wealth Adviser2:13 -  Entrepreneur Creates Real Estate Investment And Financing.9:50 - Confident In Providing Value To Clients' Goals.11:11 - Quality Over Quantity, Inclusive Investment Opportunities Offered.13:27 - Connect with Frank Hanna: https://www.RevxWealth.com  15:06 - Explore Opportunities, Manage Funds, And Seek Professional Guidance.17:50 - Uncertainty In Tax And Finance Planning.21:28 - Deal Completed, Uncertain Future For Depreciation Changes.24:41 - Jay Conner's Free Money Guide: https://www.JayConner.com/MoneyGuide  Connect With Jay Conner: Private Money Academy Conference: https://www.JaysLiveEvent.comFree Report:https://www.jayconner.com/MoneyReportJoin the Private Money Academy: https://www.JayConner.com/trial/Have you read Jay's new book: Where to Get The Money Now?It is available FREE (all you pay is the shipping and handling) at https://www.JayConner.com/Book What is Private Money? Real Estate Investing with Jay Connerhttp://www.JayConner.com/MoneyPodcast 

In the first episode of "Money Moves" for 2024, the hosts Matty A and Ryan Breedwell dive into the new year with enthusiasm and optimism. The episode discusses a variety of topics, including market updates, current events, investment opportunities, and the importance of community and connection in wealth building. Key Points Discussed: New Year Celebrations and Reflections: The hosts share their New Year's experiences and emphasize the importance of family time and goal-setting. Financial Market Outlook: Ryan Breedwell Breedwell Breedwell gives an update on the first active trading day of 2024, discussing the significance of non-farm payroll, private payroll, unemployment reports, and the potential impact of FOMC minutes. Political and Social Commentary: A discussion on current events, highlighting how political and social climates can influence financial decisions and the economy. Investment Strategies for 2024: The hosts explore various strategies for navigating the market in 2024, emphasizing the need for adapting investment plans to current market conditions. Focus on Community and Connection: Both hosts stress the importance of building strong communities and connections as a key to success in wealth building. They discuss initiatives like Ryan Breedwell's financial advisory services and Matty A's commercial real estate mastermind group. Advice for Listeners: Encouragement for listeners to seek education, stay informed, and be proactive in their wealth-building journey. Conclusion: The episode sets a positive tone for 2024, encouraging listeners to embrace the opportunities that come with a new year. Emphasizing the themes of community, connection, and staying informed, the hosts provide valuable insights and strategies for navigating the financial landscape. The episode ends with a call to action for listeners to engage more deeply with the Money Moves community, either through leaving reviews or connecting with the hosts for personalized advice. Episode Sponsored By: Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/ MY FIRST 50K!: Visit https://mattaitchison.com/coaching/ and submit your application to join!  

Have you heard these inheritance myths? Myth #1: My parents don't need a will because everything will automatically go to me. Myth #2: Inheritance planning is only for wealthy families. Myth #3: I'll figure out the details after my parents pass away. In this episode, Chad Holmes will debunk these myths and reveal the truth about effective inheritance planning for adult children with aging parents. In this episode, you will be able to: Strategize now for smooth inheritance transitions later. Gift thoughtfully to make the most of your wealth. Streamline the transfer of your wealth efficiently. Open up about finances to secure your family's future. Engage long-term with advisors for enduring financial success. My special guest is Chad Holmes. Chad runs a boutique financial planning firm serving multigenerational families from all over the country that seek to minimize taxes and maximize legacies. As an expert in his field, his advice has been published in various outlets, including The Wall Street Journal. At Formula Wealth, Chad offers flat fee engagements as a fiduciary advisor—no products to sell or commissions to earn. Chad enjoys cooking, traveling, and spending time with his wife and daughters outside of work. Click the links below to discover more about Chad and The Inheritance Playbook Facebook: https://www.facebook.com/formulawealth/ Instagram: https://www.instagram.com/formulawealth/ LinkedIn: https://www.linkedin.com/in/chadholmesformulawealth/ Website: www.formulawealth.com The Inheritance Playbook Website: www.theinheritanceplaybook.com The key moments in this episode are: 00:00:02 - Introduction 00:01:11 - Role of a Certified Financial Planner 00:02:30 - Why Chad Wrote "The Inheritance Playbook" 00:04:00 - Understanding Probate 00:06:25 - Finding Important Documents 00:15:44 - Maximizing Wealth for Future Generations 00:16:41 - Why Wait Until Death to Pass on Wealth? 00:18:26 - The Joy of Giving and Receiving 00:19:58 - Disclaiming an Inheritance for Tax Efficiency 00:23:14 - Finding the Right Title for the Book 00:31:31 - Letting the Markets Do Their Thing 00:32:49 - Transitioning to a Stay-at-Home Dad 00:33:41 - Taking a Risk and Pursuing Entrepreneurship 00:34:11 - Unfolding Paths and Authenticity 00:35:22 - The Inheritance Playbook

Overview In Episode 13, we unlock the secrets of building wealth through real estate investment. Our expert panelists, Rich Carey, Eric Yu, Crystal Hammond, and Dustin Heiner, bring diverse experiences and perspectives to the table, guiding us through the fundamentals, strategies, and personal stories of success in real estate. Segments Segment 1: Unlocking Wealth: A Beginner's Guide to Real Estate Investment Fundamentals We start with the basics, exploring why real estate is a cornerstone of a diversified portfolio and the key factors that drive successful investments. Segment 2: Mastering Real Estate: Financial Acumen, Risk Assessment, and Due Diligence in Property Selection This segment delves into the art of property selection, emphasizing financial readiness, risk assessment, and the importance of due diligence. Segment 3: Maximizing Wealth with Rental Properties: The Ultimate Guide to Tenant Management Discover the potential of rental properties as a wealth-building tool and learn the best practices for effective tenant management. Segment 4: Unlocking the Potential of REITs: Your Guide to Real Estate Investment Trusts Demystify the concept of REITs and understand how they can play a pivotal role in your investment portfolio. Segment 5: Real Estate Investor Stories: Lessons Learned and the Human Element Hear real-life stories from successful real estate investors, learning from their experiences, challenges, and strategies for building wealth through real estate. Guest Profiles: Rich Carey: A retired military officer, Rich Carey has built a substantial real estate portfolio, owning over 20 properties debt-free. His strategic investments and management skills offer valuable insights into achieving financial independence through real estate. Eric Yu: A real estate agent and investor from Seattle, Eric specializes in house-hacking and Airbnb. His transition from a tech background to real estate investment showcases his adaptability and expertise in the field. Crystal Hammond: An engineer and multifaceted professional, Crystal Hammond is known for her dynamic approach to side hustling, including real estate investing. Her journey from Chicago to co-hosting the podcast Stacking Deeds is a testament to her versatility and entrepreneurial spirit. Dustin Heiner: Founder of Master Passive Income, Dustin Heiner is a seasoned real estate investor from Phoenix, AZ. His journey from a government job to full-time investing and achieving financial independence through rental properties is both inspiring and educational. Join us in Episode 13 as we explore the exciting world of real estate investment. Whether you're looking to start your journey or expand your portfolio, this episode is packed with valuable insights and strategies to help you build and manage your wealth through real estate. Guest Links: Rich Carey: www.youtube.com/richonmoney Eric Yu: www.instagram.com/helloericyu Crystal Hammond: www.stackingdeeds.net Dustin Heiner: www.masterpassiveincome.com

Maximizing Wealth with Multi-Family Properties

In this episode of the Doctors Building Wealth podcast, we're honored to have Dr. Tod Stillson, a family physician turned entrepreneur. Tod takes us through his transformative journey from practicing in a traditional hospital setting to pioneering his way into the entrepreneurial world, establishing Doctor Incorporated and Simply MD. He highlights the financial and tax benefits of this transition, emphasizing the importance of professional autonomy and diversified income streams for medical professionals. This episode is a treasure trove of insights for any medical professional curious about the intersection of medicine and entrepreneurship. Tod's journey serves as both an inspiration and a practical guide for doctors looking to broaden their professional landscape beyond conventional employment boundaries. __________________________________________________________ Have someone who you think should be featured in a future episode? Comment and let us know on our socials! Also, don't forget to share and leave us a 5-star review on Apple Podcasts if you loved this episode! Wait there's more…If you enjoy the Doctors Building Wealth podcast, check out our real estate training, Ignite Your Journey. Get exclusive, actionable advice and resources about creating financial freedom through cashflowing rentals! Click the link to enroll. For more DBW, Semi-Retired MD, and content from Leti & Kenji, follow us on your favorite platform.

Have you ever woken up and thought to yourself, "I wish I had more money" or "I wish I had less stress and more free time"? If you're like most people, the answer is likely a resounding yes. It's only natural to desire financial abundance and a life with less stress and more free time. The good news is that it's entirely possible to turn these wishes into reality with the right mindset and a well-structured plan. In this episode, we'll explore the roadmap to achieving financial success with a positive attitude, helping you navigate the path towards financial freedom and a more balanced life. Cultivate a Positive Mindset Your attitude and outlook on life play a significant role in your financial success. A positive mindset is your most potent tool in overcoming obstacles and seizing opportunities. Studies have shown that individuals with an optimistic outlook are more likely to take calculated risks, persist through challenges, and ultimately achieve their goals. Start by recognizing negative thought patterns and replacing them with positive affirmations. Embrace the power of gratitude and envision your future success with confidence. Set Clear Financial Goals To make your dreams a reality, it's crucial to set clear, achievable financial goals. These goals should be specific, measurable, and time-bound. Whether it's paying off debt, saving for a home, or building a retirement fund, a roadmap with well-defined milestones is essential. Break down your long-term objectives into smaller, manageable steps, and track your progress regularly. Create a Budget and Stick to It A budget is a fundamental tool for managing your finances and reducing stress. Create a comprehensive budget that outlines your income, expenses, and savings goals. The key is not just to create a budget but also to stick to it consistently. Identify areas where you can cut back on spending and allocate those savings towards your financial goals. By doing so, you'll have more control over your money and feel a sense of accomplishment as you make progress. Invest Wisely Investing is a critical component of building wealth over time. While investing inherently carries some risk, a well-researched and diversified portfolio can provide substantial returns. Be sure to educate yourself about various investment options, such as stocks, bonds, real estate, and retirement accounts. Seek the guidance of a financial advisor or do extensive research to make informed decisions that align with your financial objectives. Develop Multiple Income Streams In today's dynamic economy, relying solely on a single source of income can be risky. Diversify your income streams by exploring side hustles, freelancing, or investments in income-generating assets. These additional streams can help increase your income, accelerate your wealth-building journey, and reduce financial stress. Practice Discipline and Patience The road to financial success is not a sprint but a marathon. Patience and discipline are crucial attributes in achieving your goals. Avoid impulsive financial decisions, and stay the course even when faced with setbacks. Remember that building wealth and reducing stress is a long-term endeavor that requires commitment and resilience. Embrace a Balanced Life Financial success is not just about accumulating wealth; it's also about enjoying a fulfilling life with less stress and more free time. Ensure that you strike a balance between work, leisure, and personal growth. Prioritize self-care, spend quality time with loved ones, and nurture your physical and mental well-being. Achieving your dreams of financial success and a life with less stress and more free time is entirely possible with the right attitude and a well-structured plan. Cultivate a positive mindset, set clear goals, create a budget, invest wisely, develop multiple income streams, and practice discipline and patience. Remember that financial success is a journey, not a destination. --- Send in a voice message: https://podcasters.spotify.com/pod/show/wayne-weathersby/message Support this podcast: https://podcasters.spotify.com/pod/show/wayne-weathersby/support

The subject of today's podcast is often dear to the hearts of entrepreneur business owners. Today I am exploring the opportunities to minimise one's business tax burden.ABOUT THE GUESTMy guest today is John Briggs, CEO and founder of Incite Tax based in Utah, and the author of “Profit First for Microgyms”. Incite Tax & Accounting provides a premier proactive tax and accounting service to small business owners and individuals. They help their clients grow their wealth whilst lowering their tax bills so, they can keep more of their money and be financially flexible in their lives.Listen to this podcast to hear expert insights into how to save you and your business a bundle of cash, manage your money and minimise your tax burdens.Website:https://incitetax.com/Instagram:https://www.instagram.com/incitetax/Twitter:https://twitter.com/incitetaxLinkedIn:https://www.linkedin.com/company/incitetax/YouTube: https://www.youtube.com/incitetaxABOUT THE HOSTMy name is Dave Barr.I have been working as a Procurement Manager for well over 20 years and have had the joy of working in a number of global manufacturing and service industries throughout this time.I am passionate about self development, business improvement, saving money, buying quality goods and services, developing positive and effective working relationships with suppliers and colleagues and driving improvement through out the supply chain.Now I wish to share this knowledge and that of highly skilled and competent people with you, the listener, in order that you may hopefully benefit from this information.CONTACT ME, The Real Life Buyer @Email: david@thereallifebuyer.co.ukWebsite: https://linktr.ee/thereallifebuyerIf you are a Purchasing, Supply Chain or Logistics professional why not apply to my private Facebook Group ? Just look for the "Purchasing and Supply Chain Community Hub".Find and Follow me @reallifebuyer on Facebook, Instagram, Twitter and now TikTok.I am proud to say this podcast is now rated as in the top 40 in the UK. See position number 25 here  https://blog.feedspot.com/uk_podcasts/  for more.Click here for some Guest Courses - https://www.thereallifebuyer.co.uk/guest-courses/Click here for some Guest Publications - https://www.thereallifebuyer.co.uk/guest-publications/

Looking to maximize your wealth and minimize your taxes? Craving expert advice on financial planning? Well, you're in luck. Our latest podcast episode features financial advisor, Bryan Scott, who brings over a decade of experience in the financial services industry. We unpack Bryan's journey from being a transactional advisor to comprehensive planning, all while exploring the significant role life insurance plays in managing our financial affairs and planning for retirement.Bryan leads us through the intriguing world of permanent insurance, illuminating its use in retirement and estate planning. By leveraging engaging narratives and practical examples, Bryan demonstrates how permanent insurance can be a secure, tax-free means to build wealth. He discusses his unique discovery process with high net worth clients, and uncovers the power of specific language in helping them understand the value of permanent insurance.In the final act, we shift focus towards the learning curve for financial advisors. Bryan's insightful advice on patience, education, and understanding the process used by third-party specialists cannot be missed. We also ponder over the value of mentorship, as Bryan believes it to be a vital tool for advisors to progress in their careers. So, buckle up and join us in this captivating financial journey with Bryan Scott, and let's learn together how to create meaningful relationships in the financial services industry.Links mentioned in the episode:bryan@gbfplanning.cahttps://www.linkedin.com/in/bryan-d-scott-b-comm-cfp-clu-chs-cea-epc-a4823033/Thanks for listening. Be sure to rate and subscribe to The Future-Ready Advisor podcast to not miss an episode. What's Next?Staying Ahead of the Curve: Insights for Financial AdvisorsIn today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.I have a wealth of resources to help you navigate these challenges: Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies. While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace. Want to stay updated with my latest insights? Sign up for my LinkedIn newsletter, The Goals-Based Advisor. It's a great way to keep in touch and receive regular updates directly to your inbox. Finally, if you have any questions or hire me as a speaker, coach or consultant, book a meeting with me on ...

In this episode of the “Passive Investing from Left Field” podcast, we have the pleasure of speaking with Matt Faircloth, a successful full-time investor with over 15 years of experience in the industry. Join us as we delve into Matt's expertise in raising private capital and building a successful real estate empire.About Matt FairclothMatt has completed a variety of projects, including fix-and-flips, office buildings, single-family homes, and apartment buildings, amassing a portfolio of over 1,000 units. He has also raised tens of millions of equity for these real estate projects in both debt and equity positions from passive investors. As an Amazon best-seller with over 50,000 copies sold, Matt is the author of "Raising Private Capital: How to Build Your Real Estate Empire with Other People's Money," published by BiggerPockets publishing.Here are some power takeaways from today's conversation:[04:00] Figuring out your investment goals  and getting clear on your 'why' [09:00] Things to consider when looking for deals[16:00] Deals with amortizing loans vs. interest-only loans[18:00] How to calculate the IRR[21:35] Why HUD is the redheaded stepchild[28:17] Leveraging local resources[32:05] The concept of entropyEpisode Highlights:[04:00] The Importance of Clarity in Passive InvestingWhen it comes to passive investing, simply googling and blindly throwing money at the first company that pops up in your search is not a wise strategy. Instead, take the time to do your research and get clear about what you want to achieve through your investment journey. Consider your long-term goals, such as generating enough passive income to quit your job or building your net worth, and whether you enjoy your current job or not. While Wall Street can be tempting, it's important to recognize that it shouldn't be your only means of financial freedom. By gaining clarity and doing your due diligence, you can make informed decisions and set yourself up for success in the world of passive investing.[09:31] Maximizing Wealth through Strategic Passive Investing To succeed in passive investing, it's crucial to have clear investment goals. Consider factors such as appreciation growth, cash flow, and tax leverage before choosing an asset class like oil and gas or multifamily real estate. Without a clear understanding of your objectives, it's easy to make the wrong investment and miss out on long-term wealth-building opportunities. [15:57] Maximizing Your Return on Investment: Understanding IRR ComponentsUnderstanding IRR components is crucial in passive investing. While appreciation, cash flow, and return of capital are important, it's essential to scrutinize projected profit-sharing percentages and differentiate between controllable and uncontrollable factors. Operators can control operational thesis and business plans that govern cash flow, but they can't control future market demand or cap rates. Thoroughly assessing investment opportunities and operator strategies can help maximize return on investment.This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.Resources Mentioned:BiggerPocketsRaising Private Capital: How to Build Your Real Estate Empire with Other People's MoneyPassive Investing from the Left Field Podcast Episode 38 Podcast Recommendations:The Ed Mylett ShowThe Joe Rogan Experience

In this episode, Steve Fretzin and Darren Wurz discuss:Learning skills outside of just the law. Niche down to stand out in the crowd. Top struggles lawyers have around money. Making the changes that will make the biggest difference in the future.  Key Takeaways:Awareness of your money is the first step. You have to know where it is going in order to understand what is happening.In a law firm, money is often fluctuating. Understanding your cash flow is key to understanding your overall financial situation. You have to know where you are going with an inspiring vision in order to know how much you need to save to get there. Few people are inspired by saving money. You want to make your financial plans somewhat realistic. If you're in a situation that is completely unsustainable (maybe due to lifestyle creep) you may have to make dramatic changes to get back to your goals.  "It's tough to build a business. It is tough to launch out on your own. But the cool thing about it is if you put in the hard work and determination, if you learn the skills you need to learn, you can build the business that you want." —  Darren Wurz Get a free copy of Steve's book “Sales-Free Selling” here: www.fretzin.com/sales-free-selling Thank you to our Sponsors!Overture: https://overture.law/Moneypenny: https://www.moneypenny.com/us/Get Visible: https://www.getvisible.com/ About Darren Wurz: Darren Wurz is a respected authority on retirement planning for law firm owners, as well as a published author and dynamic public speaker. As an experienced financial planner, Darren specializes in helping law firm owners more effectively manage their personal finances and investments, and plan for retirement and succession. He is the author of *[The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence](https://www.americanbar.org/products/inv/book/423608863/)*, published by the American Bar Association. He is also the host of The Lawyer Millionaire Podcast. Darren has been featured on radio, television, podcasts, and as a guest speaker at bar associations, law firms, and legal organizations across the country. After a brief career in education, Darren joined his dad and brother as a fee-only financial advisor and co-owner of Wurz Financial Services. As a small business owner himself, he understands the challenges law firm owners face. Over the past 8 years, Darren has developed an expertise in helping law firm owners master their money and achieve financial independence through his unique financial planning process for law firm owners—The Lawyer Millionaire™ Method. Darren holds a CERTIFIED FINANCIAL PLANNER™ designation and earned his master's degree in financial planning from Golden Gate University. Darren is a member of the American Bar Association and the Financial Planning Association. He currently works and resides in the Toledo, OH, area but works remotely with clients in all 50 states. To learn more about Darren and his work, please visit TheLawyerMillionaire.com or connect with him on LinkedIn. Connect with Darren Wurz:  Website: https://wurzfinancialservices.com/Book: https://wurzfinancialservices.com/the-lawyer-millionaire-the-book/Podcast: https://wurzfinancialservices.com/category/podcasts/LinkedIn: https://www.linkedin.com/in/darren-p-wurz/Twitter: https://twitter.com/wurzfinancialFacebook: https://www.facebook.com/thelawyermillionaireInstagram: https://www.instagram.com/thelawyermillionaire/ Connect with Steve Fretzin:LinkedIn: Steve FretzinTwitter: @stevefretzinInstagram: @fretzinsteveFacebook: Fretzin, Inc.Website: Fretzin.comEmail: Steve@Fretzin.comBook: Legal Business Development Isn't Rocket Science and more!YouTube: Steve FretzinCall Steve directly at 847-602-6911  Show notes by Podcastologist Chelsea Taylor-Sturkie Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it. 

The 401(k) is one type of Defined Contribution plan that allows employees to save in a tax-deferred or tax free vehicle while also gaining matching funds from the employer. It can be one of the best ways to fund retirement if workers understand 401(k) plan benefits!If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Unlock the secrets to lasting financial security and take your legal career to new heights. Join us in this episode as we dive into the essential strategies that will empower you as an attorney and guide you towards a future of financial stability The lack of a clear strategic financial plan can leave you feeling lost and unsure of how to achieve lasting financial security. But don't despair - with personalized, expert guidance, you can develop a strategic financial plan that will help you achieve your long-term goals and finally find peace of mind. That's why, on this episode of the Cut to the Chase: Podcast, Gregg Goldfarb interviews Darren Wurz from Wurz Financial Services; a certified financial planner, author, and podcast host, who specializes in guiding law firm owners towards a future of financial stability. Darren takes a unique approach to financial planning by homing in on his clients' long-term goals and creating a strategic plan that keeps them motivated and on track.  By focusing on law firm owners, he understands the specific challenges they face, allowing him to expertly craft plans that are both inspiring and tailored to their unique needs. Join Gregg and Darren on "Cut to the Chase" as they discuss how to: Comprehend essential strategies for successful entrepreneurship and real estate investing. Get the keys to a worry-free retirement and financial security for law firm owners. Build an empowering, goal-oriented financial plan to guide your future. Tackle intricate personal and business financials for law firm owners with ease. Recognize the crucial role of health and wellness to excel in all aspects of life. By working closely with law firm owners, Darren ensures they have the necessary tools and resources to develop a strategic succession plan that accommodates their personal and business goals. The resources mentioned in this episode are: Contact Darren Wurz if you are a law firm owner looking for financial planning and investment advice. Check out Darren's podcast, The Lawyer Millionaire, for more information on financial planning for lawyers. Read Darren's books, The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, for practical tips and strategies on financial planning and investment. Develop a financial mission statement with Darren to set long-term financial goals and unify your financial plan. Work with Darren to create a strategic plan for retirement or the next phase of life, based on your personal passions and goals. Consider working part-time or keeping your practice alive in retirement, if that aligns with your personal goals Darren Wurz's website:  https://wurzfinancialservices.com/  About the guest Darren is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he has developed an expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners across the country. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he is deeply familiar with the challenges of solo practitioners and small firm owners. He is the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association. Locally, he is a member of the Cincinnati Bar Association, the Northern Kentucky Bar Association, and the Covington Business Council. To learn more about mass tort law cases and lawyer best practices, subscribe to the Cut to the Chase: Podcast with Gregg Goldfarb.

Al Gordon outlines why investing in real estate is a smarter choice than the stock market. Not only can you see immediate gains, but the potential for higher profits and long-term benefits are unparalleled. Say goodbye to waiting 7 years or more for stocks to double your money and embrace the power of real estate today! Click to Listen Now

In a world grappling with environmental challenges and the need for sustainable solutions, visionary leaders like Jay Samit are leading the way towards a greener and more sustainable future. The advent of the latest AI tools brings up brand new questions as we humans figure out the best way to use this knowledge tool for good and for finding sustainable solutions together. In this episode of GreenPlanet-Blue Planet, host Julian Guderley talks with Futurist, Author and Entrepreneur Jay Samit about the most concerning questions and topics that have taken the stage recently in mainstream media interviews but have not been addressed widely or appropriately. For example, does AI lie? What could a malevolent AI do to a person? Jay refers back to the movie “Brazil” from Monty Python co-creator Terry Gilliam's, which depicts a world where the AI has gone awry from corrupted programming. Could this be our future? Join this episode to explore Jay's work and views on sustainable solutions using AI. Will it work with humans, or work against us? As he notes, AI solves problems differently than humans. So how will this new human/AI world work? Jay is a change agent, who combines his vision and humor to motivate listeners to become innovators within their organizations. Jay's goal is to get people to be passionate about overcoming obstacles, while teaching them how to think bigger and embrace change. Samit provides disruptive solutions for such corporate clients as Adobe, Amazon, American Express, AT&T, Best Buy, Coca Cola, Disney, Facebook, Ford, GE, Google, IBM, Intel, McDonalds, Microsoft, Proctor & Gamble, Starbucks, Unilever, Visa, and dozens more. The former Independent Vice Chairman of Deloitte Digital, Jay has pioneered advancements in music and video distribution, social media, and ecommerce. He is the author of the bestselling book Disrupt You! Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation and Future Proofing You - Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World. #Disruptor #futurist #AI #sustainable #innovator #changeagent Find Jay: https://jaysamit.com/ Find Julian: https://www.betterworlds.com/ About: Better Worlds is a communication and community building platform comprised of weekly podcasts, engaging international conferences and hack-a-thons to encourage and support the development of Web3 solutions. Our programs celebrate voices from every continent to forge a shared and abundant future. # About Better Worlds Better Worlds is a communication and community building platform comprised of weekly podcasts, engaging international conferences and hack-a-thons to encourage and support the development of Web3 solutions. Our programs celebrate voices from every continent to forge a shared and abundant future. --- Support this podcast: https://podcasters.spotify.com/pod/show/julian-guderley/support

How to Create Better Wealth with The AND Asset - Caleb Guilliams Welcome to the Self-Funded with Spencer podcast! In this episode, we are thrilled to have Caleb Guilliams, founder of Better Wealth and author of "The And Asset." Spencer and Caleb discuss the power of life insurance as an investment tool, and how it can help people achieve their dreams while building wealth. Caleb shares his inspiring story of overcoming his insecurities and using his fear of failure to become a successful business owner focused on helping people with money. He explains how he used life insurance as a tool to improve his financial standing and how he founded Better Wealth Solutions, a company specializing in maximizing the benefits of life insurance. Caleb emphasizes the importance of education and mentorship, and how these principles have been instrumental in his success. He also discusses the multidimensional aspect of money and the power of giving your money more than one job. Throughout this podcast, you will learn about the benefits of overfunded life insurance, how to use life insurance in your investment portfolio, and the importance of creating content across multiple platforms to scale awareness of your business. Caleb and Spencer also discuss their experience with public speaking and the role of video content in building momentum and credibility, as well as the impact of creating "Value Leverage" Don't miss out on this exciting episode of Self-Funded with Spencer! Chapters: [00:00:09] Introduction of Caleb Williams and Personal Story [00:03:01] Overcoming External Factors and Pursuing Personal Growth [00:05:47] Early Career Success through Connection & Mentors [00:08:47] Overcoming Impostor Syndrome in Investment Banking [00:11:27] Caleb's journey out of banking [00:14:05] Maximizing Wealth with Overfunded Life Insurance [00:16:57] Wealthy Investors and Life Insurance [00:20:05] Importance of Intentional Investing and Life Insurance [00:22:50] Effects of over-funding on insurance contracts [00:25:37] Intentional living and using life insurance for financial gain [00:28:40] Teaching Entrepreneurs Financial Strategies & Value Leveraging [00:31:57] Maximizing Product/Service Value and Leverage [00:34:54] Leveraging Personal Experience for a Wider Audience [00:37:32] Multiplying Your Money: Combining Assets for Greater Returns [00:40:10] The Benefits of Public Speaking and Video Content [00:43:12] Repurposing Content for Maximum Reach [00:45:59] Content Creation and Frameworks [00:48:47] Creating a Living Legacy [00:51:25] Business as a platform for serving others Caleb Websites: Better Wealth - https://www.betterwealth.com/?r_done=1 The And Asset - https://www.andasset.com/ Buy the Book - https://www.amazon.com/Asset-Secret-Save-Your-Money/dp/1732724903 --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

How to Create Better Wealth with The AND Asset - Caleb Guilliams Welcome to the Self-Funded with Spencer podcast! In this episode, we are thrilled to have Caleb Guilliams, founder of Better Wealth and author of "The And Asset." Spencer and Caleb discuss the power of life insurance as an investment tool, and how it can help people achieve their dreams while building wealth. Caleb shares his inspiring story of overcoming his insecurities and using his fear of failure to become a successful business owner focused on helping people with money. He explains how he used life insurance as a tool to improve his financial standing and how he founded Better Wealth Solutions, a company specializing in maximizing the benefits of life insurance. Caleb emphasizes the importance of education and mentorship, and how these principles have been instrumental in his success. He also discusses the multidimensional aspect of money and the power of giving your money more than one job. Throughout this podcast, you will learn about the benefits of overfunded life insurance, how to use life insurance in your investment portfolio, and the importance of creating content across multiple platforms to scale awareness of your business. Caleb and Spencer also discuss their experience with public speaking and the role of video content in building momentum and credibility, as well as the impact of creating "Value Leverage" Don't miss out on this exciting episode of Self-Funded with Spencer! Chapters: [00:00:09] Introduction of Caleb Williams and Personal Story [00:03:01] Overcoming External Factors and Pursuing Personal Growth [00:05:47] Early Career Success through Connection & Mentors [00:08:47] Overcoming Impostor Syndrome in Investment Banking [00:11:27] Caleb's journey out of banking [00:14:05] Maximizing Wealth with Overfunded Life Insurance [00:16:57] Wealthy Investors and Life Insurance [00:20:05] Importance of Intentional Investing and Life Insurance [00:22:50] Effects of over-funding on insurance contracts [00:25:37] Intentional living and using life insurance for financial gain [00:28:40] Teaching Entrepreneurs Financial Strategies & Value Leveraging [00:31:57] Maximizing Product/Service Value and Leverage [00:34:54] Leveraging Personal Experience for a Wider Audience [00:37:32] Multiplying Your Money: Combining Assets for Greater Returns [00:40:10] The Benefits of Public Speaking and Video Content [00:43:12] Repurposing Content for Maximum Reach [00:45:59] Content Creation and Frameworks [00:48:47] Creating a Living Legacy [00:51:25] Business as a platform for serving others Caleb Websites: Better Wealth - https://www.betterwealth.com/?r_done=1 The And Asset - https://www.andasset.com/ Buy the Book - https://www.amazon.com/Asset-Secret-Save-Your-Money/dp/1732724903 --- Support this podcast: https://podcasters.spotify.com/pod/show/spencer-harlan-smith/support

Ian George is an asset protection specialist who uses life insurance and other forms of protection to help people maximize their wealth. In this episode, we dive deep into the world of life insurance and the different policies available to consumers. Know what the differences are between term life, whole life, and universal life insurance policies are, and how they can be used to protect loved ones and plan for the future.   This episode is a must-listen for anyone looking to learn more about life insurance and the different options available for wealth planning.   Key Talking Points of the Episode   [00:28] Introduction. [02:19] The three basic types of life insurance policies. [02:32] What is Term life insurance? [03:19] What is Universal life insurance? [04:39] What is Indexed universal life insurance? [05:33] The differences between term life, whole life, and universal life insurance policies. [16:07] Why Whole life policies are usually the most expensive? [16:45] Universal life policies have flexible or adjustable premiums, but the death benefit must be funded to make sure it's sustainable. [17:19] The purpose of policies depends on the individual's needs. [17:43] Couple of ways to do buy-sell agreements. [19:39] The average life cycle of applying for and issuing a policy.. [29:26] Benefits of funding a permanent policy [34:18] Permanent life insurance offers flexibility and different options for wealth planning. [35:12] Leveraging the death benefit of a permanent life insurance policy. [39:15] Permanent life insurance policies as employees bonus or deferred compensation program. Quotables "Don't pay just the mortality charges and expect to have money in that bucket down the road. You're just paying the expenses of keeping it, you're not putting anything actually that's going to sustain in the bucket."   "Maximizing what you can do today, but maximizing what you're leaving behind."   "I focus on using strategies of life insurance and other forms of protection to help maximize people's wealth, both living and for legacy plans."

Riches & Niches: Maximizing Your Wealth in Your Firm   Welcome to episode 147 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode Ken sits down with Darren Wurz and they talk about becoming the lawyer millionaire. Darren specializes in serving the unique financial planning needs of attorneys and law firm owners. He is the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association.   What you'll learn about in this episode: The biggest money mistakes attorneys make Where to consider making investments Why a 401k is the best thing for you   Resources:  Website: https://wurzfinancialservices.com/ Facebook: https://www.facebook.com/wurzfinancialservice Twitter: https://twitter.com/wurzfinancial LinkedIn: https://www.linkedin.com/in/darren-p-wurz/   Additional Resources: PILMMA's Super Summit: https://www.pilmma.org/summit/ The Mastermind Effect: https://www.pilmma.org/the-mastermind-effect/ PILMMA's Free Resources: https://www.pilmma.org/resources/ PILMMA Join Page: https://www.pilmma.org/mastermind/  

From teaching to certified financial planner, Darren specializes in serving the unique financial planning needs of attorneys and law firm owners.When it comes to clarifying your needs, he takes a deep dive into getting to know and understand you and the people and things that matter most to you.Welcome back to another episode of the Maximum Lawyer; this time around, we have the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence. Darren is active in his local community and dedicated to helping his clients transition from their working life to a comfortable retirement with confidence.2:42 burned out6:02 during the pandemic11:19 the basics work14:39 you have to be proactive and plan19:03 how can we accomplish your goalsJim's Hack: Don't allow yourself to become a victim of employee blackmail. When employees say no to doing multiple things at once, you have to decide the priorities of your firm and figure out a way to make it happen.Darren's Tip: An upside to inflation is having a high-yield savings account. Marcus.com offers a 1.7% high-yield savings account. Tyson's Tip: For podcasting, both of us use Shure mics. Tyson's model is an SM7B, and Jim uses a USB model, the MV7.

Today on the show we're replaying Jayson's talk with the former Independent Vice Chairman of Doloitte, an American digital media company, and author of Future Proofing You, Twelve Truths For Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny In An Uncertain World.  Jays talks about why all the self help gurus get it wrong when they tell you to cut fear out of your life. Jay tells us we need to harness the power of fear and utilize it to our advantage! Jay also gives us his secret to dominate an industry. Highlights: How Jay's childhood set him on a path of success Everyone has the same brain How Jay obtained his accomplishments It's all about solving problems Anyone can become a millionaire Fear of regret is worse than fear of failure How can we future proof ourselves and our businesses And much more… GET A COPY OF OWN YOUR POWER - AN AMAZON'S NUMBER 1 BOOK RELEASE! Immerse yourself with 8 key life-changing principles, worksheets to create your own map, and how to reach another level of your game!  It's all Real Life Stories! It's You vs You! Warning: This book is not suitable for pessimists, excuse-makers, and haters! PINK ENERGY is the leading solar energy company installing solar panels and solar power for homes.  Looking for a job in the Energy Industry Serving Communities? Join the solar movement! www.Powerhome.com/careers Social‌ ‌Media:‌ Check out Jayson's website: https://www.jaysonwaller.com/ ‌ Follow True Underdog and Jayson Waller on your favorite social media channels and digital podcast platforms: https://linktr.ee/trueunderdog True Underdog is a Top 3 Entrepreneurship podcast on Apple hosted by Jayson Waller, CEO of Pink Energy, one of the fastest-growing private companies in the USA, and his high-profile guests share motivational tips, inspiring stories, and business-building lessons to help each listener grow in their entrepreneurial journey. Reach‌ ‌out‌ ‌to‌ ‌Jayson‌ ‌directly‌ ‌at:‌ ‌ Jayson@trueunderdog.com‌ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Request a free copy of Inherited Home Guide from Eamon Keane to make selling real estate simple through difficult transitions in your family's life. Tips on navigating the legal process and pricing homes to sell in a competitive market without making expensive repairs.

Leading technology innovator, serial entrepreneur, industry disruptor, and best-selling author Jay Samit believes with the right tools anyone can become a millionaire. In his new book, Future-Proofing You, Jay shares the 12 truths necessary for becoming rich and never needing a job again. Sound impossible? Jay can prove that it works! Jay mentored a millennial on welfare and under Jay's mentorship, this young man became a self-made millionaire in just one year. So, if you want to realize your potential and build a better, more secure life, you should pay attention to the actionable advice Jay lays out and start “future-proofing” yourself today. In this episode, Hala and Jay talk about Jay's personal story, Jay's mentee Vin Clancy, the M.O.V.E. acronym, the importance of selling early and acting fast, five of the twelve truths, the future of augmented reality and NFTs, and more.  Topics Include: - Jay's career journey - Idea for wiring Future-Proofing You - The story of Vin Clancy  - Truth #1 have a growth mindset  - M.O.V.E acronym  - Proving a case study to build your business  - Selling early and acting fast - Importance of mentors - Quick fire segment on 12 truths of future-proofing - Truth #4: Failure is great  - Truth #6: Passion makes you unstoppable - Truth #8 Everything is a tech startup - Truth #12: Remote workers are your competitive advantage - Impact of COVID - Sustainable capitalism  - Augmented reality  - NFTs - Jay's secret to profiting in life  - And other topics… Jay Samit is an international best-selling author, a dynamic entrepreneur and intrepreneur who is widely recognized as one of the world's leading experts on disruption and innovation. Jay is currently the Executive Chairman Emeritus at Greenfield Robotics. He has held executive positions at Deloitte Consulting LLP, Sony, Universal Studios, and more. Jay raises hundreds of millions of dollars for startups, advises Fortune 500 firms, transforms entire industries, and revamps government institutions. He frequently appears on national media including ABC, Bloomberg, CBS, CNN, Fox, MSNBC, and NBC, and has been quoted in The New York Times, Harvard Business Review, The Economist, Businessweek, Forbes, Los Angeles Times, and more.  Jay is the author of the best-selling book, Disrupt You!: Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation and Future-Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling your Destiny in an Uncertain World. Sponsored By: 99 Designs - Head to 99designs.com/YAP to learn more and get $30 off your first design contest! Grin.co - Find out how GRIN can help you grow your brand. Watch the demo at GRIN.co WRKOUT - Visit wrkout.com/yap to book a FREE Session with a world-class trainer and get 30% off your first TWO MONTHS with code YAP Coinbase - For a limited time, new users can get $10 in free Bitcoin when you sign up today at Coinbase.com/YAP Jordan Harbinger - Check out jordanharbinger.com/start for some episode recommendations Resources Mentioned: YAP Episode #27- Cultivate a Disruptive Mindset with Jay Samit: https://www.youngandprofiting.com/27-cultivate-a-disruptive-mindset-with-jay-samit/  YAP Episode #111: Future Proof Yourself with Jay Samit: https://www.youngandprofiting.com/111-future-proof-yourself-with-jay-samit/ Jay's Books: https://jaysamit.com/books/  Jay's Worksheets: https://jaysamit.com/worksheets/  Jay's Website: https://jaysamit.com/  Jay's Instagram: https://www.instagram.com/jaysamit/?hl=en  Jay's LinkedIn: https://www.linkedin.com/in/jaysamit  Connect with Young and Profiting: YAP's Instagram: https://www.instagram.com/youngandprofiting/     Hala's Linkedin: https://www.linkedin.com/in/htaha/     Hala's Instagram:https://www.instagram.com/yapwithhala/     Clubhouse: https://www.clubhouse.com/@halataha   Website: https://www.youngandprofiting.com/  Text Hala and join YAP's text community by texting the keyword “YAP” to 28046

Alisa Cohn is an executive coach. She has worked with C-suite executives at prominent start-ups such as Venmo, Etsy, and DraftKings, as well as Fortune 500 companies, including Dell, IBM, and Google. A highly-regarded and sought-after speaker, Alisa was named by Inc. as one of the top 100 leadership speakers and was recognized as the Top StartUp Coach in the World at the Thinkers50/Marshall Goldsmith Global Awards. She is also the author of From Start-Up to Grown-Up, a book sharing her insights and tools for the journey all leaders and founders go through as they scale their leadership. Alisa joins us today to discuss what it takes to be an executive coach and entrepreneur. She shares what led her to write From Start-Up to Grown-Up and offers advice to people who want to start a coaching business. She also reveals what individuals should know about moving from traditional jobs to the start-up world and explains why leaders should prioritize taking care of their mental, physical, and emotional wellbeing. “People are realizing that life is too short, and that our future is not guaranteed. So, if there's something you want to do in life, you need to get yourself together to do that thing now.” - Alisa Cohn This week on Mastering Overwhelm: What made Alisa decide to write her book, From Start-Up to Grown-Up The Great Resignation and transitioning from traditional jobs into the start-up world Alisa's advice to people who want to start a coaching business Using your age strategically and the importance of taking care of your mental, physical, and spiritual wellbeing Leading with empathy and what it takes to be a successful leader in the start-up world Resources Mentioned: Book: The Coaching Habit: Say Less, Ask More, & Change the Way You Lead Forever by Michael Bungay Stanier Book: Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World by Jay Samit Connect with Alisa Cohn: Alisa Cohn Website Book: From Start-Up to Grown-Up: Grow Your Leadership to Grow Your Business Alisa Cohn on LinkedIn Alisa Cohn on Instagram Alisa Cohn on Facebook Alisa Cohn on Twitter 5 Scripts for Delicate Conversations Email: alisa@alisacohn.com Mastering Overwhelm - Set Yourself Free to Enjoy Your Success Thanks for tuning into this week's episode of the Mastering Overwhelm Podcast. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | Amazon Music | iHeart | Deezer Be sure to share your favorite episodes on social media to help me reach more listeners, like you. Join me on Facebook, Twitter, YouTube, and LinkedIn. For more exclusive content and information, visit our website.

Alisa Cohn is an executive coach. She has worked with C-suite executives at prominent start-ups such as Venmo, Etsy, and DraftKings, as well as Fortune 500 companies, including Dell, IBM, and Google. A highly-regarded and sought-after speaker, Alisa was named by Inc. as one of the top 100 leadership speakers and was recognized as the Top StartUp Coach in the World at the Thinkers50/Marshall Goldsmith Global Awards. She is also the author of From Start-Up to Grown-Up, a book sharing her insights and tools for the journey all leaders and founders go through as they scale their leadership. Alisa joins us today to discuss what it takes to be an executive coach and entrepreneur. She shares what led her to write From Start-Up to Grown-Up and offers advice to people who want to start a coaching business. She also reveals what individuals should know about moving from traditional jobs to the start-up world and explains why leaders should prioritize taking care of their mental, physical, and emotional wellbeing. “People are realizing that life is too short, and that our future is not guaranteed. So, if there’s something you want to do in life, you need to get yourself together to do that thing now.” - Alisa Cohn This week on Mastering Overwhelm: What made Alisa decide to write her book, From Start-Up to Grown-Up The Great Resignation and transitioning from traditional jobs into the start-up world Alisa’s advice to people who want to start a coaching business Using your age strategically and the importance of taking care of your mental, physical, and spiritual wellbeing Leading with empathy and what it takes to be a successful leader in the start-up world Resources Mentioned: Book: The Coaching Habit: Say Less, Ask More, & Change the Way You Lead Forever by Michael Bungay Stanier Book: Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World by Jay Samit Connect with Alisa Cohn: Alisa Cohn Website Book: From Start-Up to Grown-Up: Grow Your Leadership to Grow Your Business Alisa Cohn on LinkedIn Alisa Cohn on Instagram Alisa Cohn on Facebook Alisa Cohn on Twitter 5 Scripts for Delicate Conversations Email: alisa@alisacohn.com Mastering Overwhelm - Set Yourself Free to Enjoy Your Success Thanks for tuning into this week’s episode of the Mastering Overwhelm Podcast. If you enjoyed this episode, please subscribe and leave a review wherever you get your podcasts. Apple Podcasts | TuneIn | GooglePlay | Stitcher | Spotify | Amazon Music | iHeart | Deezer Be sure to share your favorite episodes on social media to help me reach more listeners, like you. Join me on Facebook, Twitter, YouTube, and LinkedIn. For more exclusive content and information, visit our website.See omnystudio.com/listener for privacy information.

In today's episode, John talks with Paul Klein - co-founder and producer of BizableTV, entrepreneur, business consultant, podcaster, speaker, guitarist, husband, and dad. Paul has worked with brands like Target, Slack, Holiday Inn, Dollar General, and many more. Listen to this episode to learn more: [01:58] - How he got his start and what led him to BizableTV [05:52] - What you may give up in order to become an entrepreneur [09:41] - What his podcast looked like and why he decided to transition it [12:38] - What is BizableTV and who it is for? [17:14] - Where did the idea for BizableTV come from [24:16] - What impact Paul's significant relationships have on his business [27:32] - What Paul does to improve his significant relationships [30:00] - Entrepreneurs need balance in their lives [31:07] - Maintaining work-life harmony [33:10] - Paul's favorite guitar and favorite band [36:33] - Coupon code for listeners to get a lifetime BizableTV discount [38:00] - How someone can directly work with Paul [39:19] - One habit Paul believes every entrepreneur must have NOTABLE QUOTES: “Be your own entrepreneur within the framework of working for someone else.” "Discretionary time is more important than money because you can spend it with those you love." “The mantra of hustle for entrepreneurs is garbage. That is the quickest path to death, not only for your business but also for you physically." *Coupon Code to sign up for BizableTV = JH22 (Click here to use) **Link to free preview of BizableTV - https://bizabletv.com/zen/kd_episode_5_review_1- 048cbb  BOOK MENTIONED: Future-Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World (https://tinyurl.com/FutureProofingYouBook) USEFUL LINKS https://bizabletv.com/  https://www.paulklein.net/  https://www.instagram.com/bizabletv  https://www.instagram.com/paulkleinTV  https://www.facebook.com/bizabletv  https://www.facebook.com/paulklein.net/?modal=admin_todo_tour  https://twitter.com/PaulKleinTV   https://www.youtube.com/channel/UCoQRkgXR4ClPAub12lXgPw g CONNECT WITH JOHN  Website - https://thejohnhulen.com  Clubhouse - https://www.joinclubhouse.com/@johnhulen  Instagram - https://www.instagram.com/johnhulen  Facebook - https://www.facebook.com/johnhulen  Twitter - https://www.twitter.com/johnhulen  LinkedIn - https://www.linkedin.com/in/johnhulen  YouTube -  https://www.youtube.com/channel/UCLX_NchE8lisC4NL2GciIWA  EPISODE CREDITS Intro music provided by Tony Palacios - https://www.instagram.com/tonytonedog/  Outro music provided by Jeff Scheetz - https://jeffscheetz.com/ 

Kara Goldin is the Founder and CEO of Hint Inc., the leading brand of unsweetened flavored water. She is the author of Undaunted: Overcoming Doubt and Doubters, a Wall Street Journal best-selling book about the doubts, fears, and challenges she faced as she built her own company. Before founding Hint, Kara had worked in many companies across various industries, such as Time, CNN, and Aol. The Huffington Post listed Kara as one of six disruptors in business—alongside Steve Jobs and Mark Zuckerberg—while EY named her as Entrepreneur of the Year for Northern California. Kara is also the host of The Kara Goldin Show, a podcast where she interviews founders, entrepreneurs, and other disruptors across industries. Kara joins me today to discuss how trying to be healthy and giving up diet soda led her to create Hint. She explains how to find an idea that can turn into a business and cautions against rushing to become an entrepreneur. She describes how her family shaped the person she is today and discusses why entrepreneurs shouldn't put all their eggs in one basket. Kara also highlights the importance of looking back at your greatest challenges and underscores the power of stories in creating advocates for your business. “Doing your best to keep your head held up high allows you to recover and know that you can come back.” - Kara Goldin Today on Mastering Midlife: How Kara went from working as a company executive to building her own company Why you shouldn't rush to be an entrepreneur Why stories are powerful and the importance of having a “try and see” attitude Kara's childhood and how it shaped her attitude towards entrepreneurship Why nothing is ever stable—even in a large company The certainty of risk and why entrepreneurs need to look back at their biggest challenges Losing graciously and how Kara managed her emotions amid business problems What the 2008-09 global financial crisis taught Kara about resilience Resources Mentioned: Book: Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World by Jay Samit Connect with Kara Goldin: Hint Inc. Kara Goldin Website The Kara Goldin Show Book: Undoubted: Overcoming Doubt and Doubters by Kara Goldin Hint Inc. on LinkedIn Hint Inc. on Instagram Hint Inc. on Facebook Hint Inc. on Twitter Hint Inc. on Pinterest Kara Goldin on LinkedIn Kara Goldin on Instagram Kara Goldin on Facebook Kara Goldin on Twitter Kara Goldin on YouTube Mastering Midlife...Together! Thanks for tuning into today's episode of the Mastering Midlife Podcast: How to Thrive When the World Asks the Most of You with Mark Silverman. If you enjoyed this episode, subscribe to the show on Apple Podcasts and leave us a review. Be sure to visit our website and connect with us on Facebook, LinkedIn, Twitter, and YouTube and don't forget to share your favorite episodes on social media.

Welcome back to another episode with Jay Samit. In the last episode, we discussed how to get other people's money, learning from failure, and the requirements for success. We also discussed the first three truths in Jay's book Future Proofing You – Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World. These truths are we must have a growth mindset, obstacles are opportunities in disguise, and fear is good. In today's episode, we'll be discussing the remaining nine truths from the book. Read at: https://monetizationnation.com/blog/the-12-truths-for-creating-opportunity-maximizing-wealth-and-controlling-destiny/ 

Jay Samit is a bestselling author, entrepreneur, and an expert on disruption and innovation. He has raised hundreds of millions of dollars for startups and advised Fortune 500 firms. Jay has created strategic partnerships with McDonald's, Coca-Cola, United Airlines, Microsoft, Ford, GM, Best Buy, and many others.  In today's episode, Jay and I will discuss how to get free marketing. We'll also discuss the first three truths in his book Future Proofing You – Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World.  Read at: https://monetizationnation.com/blog/how-to-get-free-marketing/ 

Jay Samit is a dynamic entrepreneur and intrepreneur, keynote speaker, and the internationally bestselling author of Disrupt Yourself and Future Proofing You. He is recognized as a leading expert on disruption and innovation and self-identifies as a Serial Disrupter. Jay also advises Fortune 500 firms, raises millions of dollars for startups, and is a trusted consultant to leading corporations and government institutions. Jay's work encourages entrepreneurs to use their histories and challenges to create solutions and be more collaborative and socially-just leaders. Jay joins me today to discuss what it means to be a disrupter and why he was inspired to write his two books. He details why our challenges offer an opportunity for innovative business strategies and how to discover and use them. We discuss the importance of failing and learning from those defeats. He shares several stories on how failure has led to great success, which illustrates the entrepreneur's journey. He shares the two things you need to achieve success and why he thinks that anyone can achieve it if they're willing to put in the work. He also discusses the importance of having a mentor and using your peers to collaborate and innovate. “You have to fail to become successful. Failing means you're trying things that haven't been tried.” - Jay Samit Today on Mastering Midlife: The 12 Truths and why Jay was inspired to write them Why your challenges are your greatest gift for success How the pandemic liberated entrepreneurs to think outside the box Why mentors are imperative for life-long learning The importance of sharing your ideas to find the holes in them and make them better Why every business is now a high-tech business How creating a successful business is simply about solving a problem Why anyone can be successful if they're willing to put in the hard work The power of building a complementary team The two things you need for success Why failing is an integral part of your journey Connect with Jay Samit: Jay Samit Website Book: Disrupt You!: Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation by Jay Samit Book: Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling your Destiny in an Uncertain World by Jay Samit YouTube: The 2 Things You Need for Success by Jay Samit YouTube: Jay Samit on the Keys to Radical Disruption Jay Samit on LinkedIn Jay Samit on Facebook Jay Samit on Twitter Jay Samit on YouTube Mastering Midlife...Together! Thanks for tuning into today's episode of the Mastering Midlife Podcast: How to Thrive When the World Asks the Most of You with Mark Silverman. If you enjoyed this episode, subscribe to the show on Apple Podcasts and leave us a review. Be sure to visit our website and connect with us on Facebook, LinkedIn, Twitter, and YouTube and don't forget to share your favorite episodes on social media.

Jay Samit is the former Independent Vice Chairman of Deloitte. An American digital media innovator, he has pioneered advancements in music and video distribution, social media, and ecommerce. He is the author of the bestselling book Disrupt You! Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation and Future Proofing You - Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World.

Are you tired of working hard for someone else's dream?! It's time to STOP. If you are asking yourself if now is the right time to start a business, become an entrepreneur, and chase your passion, the answer is always YES. Today I have Jay Samit, international best-selling author and expert on disruption and innovation, to tell you how. Jay has developed the 12 Truths to creating opportunity, maximizing wealth, and controlling your destiny. And he put his theory to the test by empowering a young mentee to grow from welfare to self-made millionaire in less than a year. Join us to learn how you too can change your mindset, find your superpower, and Future Proof you. About The Guest: Described by Wired as having "the coolest job in the industry" and "a new media guru and Internet pioneer" by the Economic Times, author Jay Alan Samit is a dynamic entrepreneur and intrepreneur who is widely recognized as one of the world's leading experts on disruption and innovation. He launches billion dollar businesses, transforms entire industries, revamps government institutions, and for over three decades continues to be at the forefront of global trends. His first book "Disrupt Yourself: Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation" is currently published in over 10 languages. He is a regular contributor to Fortune and the Wall Street Journal and host of its documentary series WSJ Startup of the Year. Samit frequently appears on ABC, Bloomberg, CBS, CNN, Fox, MSNBC, NBC and tweets daily motivation to the over 100,000 business professionals who follow him on twitter @jaysamit. An expert on transformational corporate change, Samit has been quoted in The New York Times, The Economist, Businessweek, Forbes, Los Angeles Times, USA Today, Fast Company and TechCrunch. A sought-after conference speaker and consultant, Samit provides disruptive solutions for such corporate clients as Adobe, American Express, AT&T, Best Buy, Coca Cola, Disney, Ford, Google, GE, IBM, Intel, McDonalds, Microsoft, Procter & Gamble, and Visa and dozens more. Finding Jay Samit:Website: https://jaysamit.com/ Read Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling your Destiny in an Uncertain World Contact for a free Future Proofing You WorkbookTwitter & Instagram: @jaysamit To inquire about my coaching program opportunity visit https://mentorship.heathermonahan.com/ Review this podcast on Apple Podcast using this LINK and when you DM me the screen shot, I buy you my $299 video course as a thank you! My book Confidence Creator is available now! get it right HERE If you are looking for more tips you can download my free E-book at my website and thank you! https://heathermonahan.com *If you'd like to ask a question and be featured during the wrap up segment of Creating Confidence, contact

Jay Samit has developed disruptive solutions for brands like Coca-Cola, Disney, and Microsoft, and he has helped grow multi-billion dollar giants such as LinkedIn and eBay. He has also served as Vice Chairman of Deloitte, Vice President of Sony, and President of ooVoo. On top of all that, he is the best-selling author of two books Disrupt You! Master Personal Transformation, Seize Opportunity, and Thrive in the Era of Endless Innovation and Future Proofing You - Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World. In this interview we talk about his latest book Future Proofing You and the only two things that you need in order to be successful. 

Jay Samit is an entrepreneur, keynote speaker, and bestselling author. He is widely recognized as a leading expert on disruption and innovation. He has been described by Wired magazine as "having the coolest job in the industry," raising hundreds of millions of dollars to help startups, working with Fortune 500 companies, transforming industries, and being at the forefront of global business trends. In his bestselling book, Disrupt You!, he shares his methods for expanding established businesses and creating new markets. His latest book, Future Proofing You, shares twelve truths for maximizing wealth and creating opportunity in an uncertain world. Today, Jay shares the inspiration behind his first book and the feedback he has received from others on their successes after reading it. He reveals how he worked with a young man for a year, taking him from being homeless and couch surfing to creating a million-dollar business. He shares how he condensed his experiences into the 12 truths he describes in his latest book and why every business should think of itself as a tech startup. He explores why now is an excellent time to take any business to the next level and why success doesn't come down to your IQ or education. He also reveals why you should never ‘go it alone' in business, how you can approach someone to be your mentor, and how fear can be a helpful tool to expand or start your business. “Disruption isn't about what happens to you; it's about how you respond to what happens to you.” - Jay Samit This week on SmallBizChat Podcast: Resources Mentioned: Connect with Jay Samit: Become Your Own Boss Book GIVEAWAY! The 2020 pandemic has been so hard on America's small businesses - and America in general. If you're ready to start your dream business, then look no further! I'm currently giving away 1,000 free copies of my best-selling book: Become Your Own Boss in 12 Months. This book has helped over 100,000 people like you to start, build, and grow their small businesses… and now it's your time to shine. All you have to do to get your hands on a free copy is head over to www.beginmybiz.com/freeoffer to sign up for your free offer. You only pay shipping. Let's End Small Business Failure - Together! Thanks for tuning into this week's episode of the SmallBizChat Podcast - the show on a mission to improve small business success. If you enjoyed this episode, head over to Apple Podcasts, subscribe to the show, and leave us a rating and review. Help us spread the word and end small business failure by sharing your favorite episodes with your friends and colleagues on social media. Visit our website or follow us on Facebook, Twitter, LinkedIn, Instagram, or YouTube for more great content, tips, and strategies to improve your small business. See omnystudio.com/listener for privacy information.

In this episode, Melinda Emerson chats with Jay Samit, author of "Disrupt You". They delve into the significance of mentoring, the power of a positive mindset, and how technology impacts small businesses. They discuss the importance of finding a niche, overcoming personal barriers, and the role education plays in business. The conversation concludes with a quick-fire round of Samit's favorites and recommendations.

https://www.alainguillot.com/jay-samit/ Jay Samit is an International bestselling author, dynamic entrepreneur, and intrapreneur. His latest book is Future Proofing You: Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World Get the book here: https://amzn.to/3fLtvEb

Jay Samit is a serial entrepreneur and disruptor. He has worked with Bill Gates, Steve Jobs, Paul Allen, the Pope, and the President of the United States. He's the most recent former Vice Chairman of Deloitte. Over the decades Jay has built and sold many of his own companies, has been an executive or senior management at major companies including Sony, EMI and Universal Pictures. He has taken an equity stake in more than 80 companies, has raised more than $800 million for start-ups, has helped grow multibillion dollar juggernauts such as LinkedIn and eBay before they even IPO'ed, and has revamped governments.Jay talks about the importance and practice of being disruptive in your industry, which is the mantra he has had for decades, himself disrupting and causing major changes in industry after industry. His international major bestseller, “Disrupt You!”, now in print in dozens of languages, is critically acclaimed and a must-read according to the heaviest hitters in business. His March 2021 release, “Future Proofing You: 12 truths for Creating Opportunity, Maximizing Wealth, and Controlling your Destiny in an Uncertain World”, is critically acclaimed and set to be another bestseller.Jay has always been at the forefront of emerging trends and is today known as a world renowned expert in Digital Tech, Artificial Intelligence (AI), Virtual and Augmented Reality (VR & AR), Smart Wearables, The Sharing Economy, and Autonomous Tech.Jay has been featured by The Wall Street Journal, Forbes, The Economist, Bloomberg, CNBC, WIRED, Fast Company, The New York Times, The Economic Times, Ad Age, Investors Business Daily, Tech Crunch, The Los Angeles Times, Yahoo, and more.Love the show? Subscribe, rate, review, and share! https://www.calentertainment.com/virtually-speaking/

In this episode, I am honored to welcome back to The Alden Report, international best-selling author Jay Samit who is a dynamic entrepreneur and intrepreneur widely recognized as one of the world's leading experts on disruption and innovation.  Described by Wired magazine as “having the coolest job in the industry,” he raises hundreds of millions of dollars for startups, advises Fortune 500 firms, transforms entire industries, revamps government institutions, and for three decades continues to be at the forefront of global trends.He is the former Vice Chairman of Deloitte Consulting, has helped grow pre-IPO companies such as LinkedIn, has held senior management roles at EMI, Sony and Universal Studios and has pioneered breakthrough advancements in mobile video, internet advertising, ecommerce, social networks, digital music and augmented reality that are used by billions of consumers every day.  Combining innovation with commercial success, Jay is the consummate dealmaker; his list of partners and associates reads like a who's who list of innovators, including: Bill Gates, Steven Spielberg, Steve Jobs, Reid Hoffman, David Geffen, Richard Branson, Paul Allen, and Pierre Omidyar. He also has provided disruptive  solutions for such corporate clients as Adobe, American Express, AT&T, Best Buy, Clinique, Coca Cola, Disney, Ford, GE, IBM, Intel, LinkedIn, McDonalds, Microsoft, Proctor & Gamble, Starbucks, Unilever, Visa, Zynga and dozens more.Jay is also a sought after keynote speaker, who combines his bold vision and humor, to motivate audiences from all around the world.  His talk It's Time to Disrupt You!  is a high energy presentation on how to create and embrace change in any field.  The stories he shares with us are as enlightening as they are fascinating.  We talk about how in order to successfully navigate today's professional landscape, one must understand the dynamics of disruption. A major concept in his book, Disrupt You, we discuss how disruption can propel you toward new opportunities, new creative challenges, and prosperity. His newest book Future Proofing You – Twelve Truths for Creating Opportunity, Maximizing Wealth, and Controlling Your Destiny in an Uncertain World is now available on Amazon. As always, I'm super excited to talk with Jay who is a proven trend spotter, digital media innovator and pioneer in the music, video distribution, social media, and eCommerce space.For more information on Jay, visit: http://jaysamit.com/

Great show as Michael discusses maximizing your wealth! He interviews a special guest and new band Love Collide sharing their story and passion to improve the Christian music scene!

Don't miss this show as Michael shares insight on maximizing your trust and other great financial insight! In addition he shares some practical tips to improve your health.