Podcasts about Northwestern Mutual

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Best podcasts about Northwestern Mutual

Latest podcast episodes about Northwestern Mutual

Third Generation Networking Podcast
Value Yourself: Asking for the Personal Introduction

Third Generation Networking Podcast

Play Episode Listen Later Sep 26, 2022 15:52


The most powerful introductions you will ever receive are those where someone else makes the introduction in person. The trick is that most people don't think to do this and so at best you receive a tepid email introduction. Join Debby and Greg as they discuss the importance of the personal introduction and how you can value yourself by asking for what you want. Mentioned: - Dave Litzenberg, Associate Financial Advisor at Northwestern Mutual, https://www.linkedin.com/in/dlitzenberg/ - Mike McCartney, President, McCartney Coaching, Ltd., https://www.linkedin.com/in/mike-mccartney-2354a610/ Resources: Podcast Episode: Dave Litzenberg, Building the Ground Floor, https://anchor.fm/3rdgennetworking/episodes/Dave-Litzenberg--Building-the-Ground-Floor-e1ji0fs Comments: https://www.facebook.com/TheReluctantNetworker/ https://www.facebook.com/connextnation/ More Information: If you'd like more information about our virtual training programs, go to: https://www.connextnation.com/mini-course/ "Porch Swing Days - faster" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ --- Send in a voice message: https://anchor.fm/3rdgennetworking/message

The Quest with Nick Horiates & Cole Jamison
91 - What's Holding You Back from Making More Money w/ Financial Advisor Nathan Grant pt. 2

The Quest with Nick Horiates & Cole Jamison

Play Episode Listen Later Sep 26, 2022 33:06


“If you don't find a way to make money while you sleep, you will work until you die.”-Warren BuffetInvesting doesn't have to be complicated! It can be easy to become overwhelmed by the technical terms, the fancy options, or any number of things. What will help you on your journey is finding someone you can trust to guide and educate you along the way!This week's guest is Financial Advisor, Nathan Grant. Nathan is a financial advisor and planner with Northwestern Mutual, where he covers Texas, Oklahoma, Arkansas, Alabama. Nathan works alongside his clients to help them plan for their financial future! Whether it's a short term goal of decreasing your debt, or the long-term vision of owning and house or planning for retirement, Nathan brings together your goals to provide a comprehensive plan to grow and protect your wealth!Throughout this episode we explore the biggest factors holding you back from making more money, how to overcome the fear of investing, how you can bounce back from losing money, and why, no matter how risk averse you are, there is an investment for you. We also cover when to start planning for retirement and why that plan changes, what you didn't know about retirement accounts that can affect your ability to access cash, 3 places you can begin learning more about finances, and so much more!Connect with Nathan on Instagram!Email: Nathan.grant@nm.comPhone number: 501 358 3733 ext 1103Related Episodes:90 - 3 Things You NEED to Know Before Investing w/ Financial Advisor Nathan Grant pt.180 - From College Drop Out to Million Dollar Business w/ Julian Garcia pt.175 - How to Invest in Real Estate with NO Money w/ Keyland Burel pt.162 - Starting a Business in College & 3 Skills to Make More Money w/ entrepreneur Ricardo Avilla pt.137 - Finding Financial Freedom w/ Financial Planner Brandon Lanz pt.236 - A Simple Guide to Investing w/ Financial Planner Brandon Lanz pt.1Reach out to and follow us on Instagram!Follow us on Twitter!And remember to GET AFTER IT!These are not the views of northwestern mutual or northwestern mutual investment company.  These thoughts are solely my own and should not be construed for specific investment, legal, or tax advice. 

The Ramped Podcast
Tim Gerend, Chief Distribution Officer at Northwestern Mutual

The Ramped Podcast

Play Episode Listen Later Sep 22, 2022 32:41


IN THIS EPISODE, WE COVER: 02:18 - Who is Tim? In his own words 10:01 - What does the future of work look like within the next 5, 10, 25 years?  18:59 - Which jobs are in danger of being automated away and which ones are here to stay?  24:39 - What does the future of SALES look like specifically?  28:09 - What are some further resources to look up in order to think effectively about the future of work? MORE ON TIMTim Gerend is executive vice president and chief distribution officer at Northwestern Mutual where he leads the career distribution, marketing, and strategic communications organizations to bring the company's value proposition, brand and story to life. Gerend also serves as a member of the Senior Leadership Team, which oversees Northwestern Mutual's strategy, execution and operations. As the leader of the company's distribution system, Gerend's focus is to accelerate a positive transformation of the company by bringing together advanced technology and the most trusted advisors to improve the overall client experience. This also means growing the largest and most diverse field of advisors that reflects the markets the company serves. Gerend joined Northwestern Mutual in 2002 and has held a variety of leadership positions spanning Law, Field Compensation & Planning, Enterprise Compliance, and campus planning. As lead for campus planning, Gerend oversaw the planning and design of the company's state-of-the-art Northwestern Mutual Tower and Commons, which opened to the public 2017. In addition to his leadership at Northwestern Mutual, Gerend is a thought leader in the Financial Services Industry. He is an advocate of professionalism and high standards and for developing the next generation of financial advisors. Gerend previously served on the Advisory Board for the Center for Ethics in Financial Services and on the CFP Board's Center for Financial Planning. He now serves as Trustee of the American College. Before joining Northwestern Mutual, Gerend was an associate in the Commercial Litigation Practice Group at Seyfarth Shaw in Chicago. He is a graduate of Butler University with a B.S. in economics and received his J.D. from the University of Notre Dame. In the community, Gerend is passionate about supporting opportunities for young people to grow toward their potential. He serves on the board of the Children's Hospital of Wisconsin and the board of Milwaukee College Prep, a leading charter school that serves Milwaukee's inner city. Gerend and his wife Sandy have four children. They are active members of St. Monica's Parish in Whitefish Bay. For fun, Gerend enjoys all sports and anything outdoors, especially cheering for and supporting his kids in their various activities. Northwestern Mutual LinkedIn - https://www.linkedin.com/company/northwestern-mutual/ Tim's LinkedIn - https://www.linkedin.com/in/tim-gerend-67753425/ Northwestern Mutual Twitter - @NM_Financial Northwestern Mutual Website - https://www.northwesternmutual.com/ MORE ON RAMPED: Check us out at www.rampedcareers.com Interested in becoming a Ramped Professional? Sign up here: https://www.rampedcareers.com/onboarding/signup Interested in becoming a Ramped Corporate Partner? Email us at sales@rampedcareers.com

Power Your Advice
Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend

Power Your Advice

Play Episode Listen Later Sep 20, 2022 21:50


Tim Gerend is the Chief Distribution Officer at Northwestern Mutual, a company combining the expertise of financial professionals with a personalized digital experience and leading-edge technology to best serve clients with their insurance, investments, and life goals. Doug and Tim talked about the results of their Planning and Progress Study which presented revealing statistics on … Continue reading Episode 112 – Turning the Page to the Next Gen Advisor with Tim Gerend →

The Quest with Nick Horiates & Cole Jamison
90 - 3 Things You NEED to Know Before Investing w/ Financial Advisor Nathan Grant pt.1

The Quest with Nick Horiates & Cole Jamison

Play Episode Listen Later Sep 19, 2022 31:51


This week's guest is Financial Advisor, Nathan Grant. Nathan is a financial advisor and planner with Northwestern Mutual, where he covers Texas, Oklahoma, Arkansas, Alabama. Nathan works alongside his clients to help them plan for their financial future! Whether it's a short term goal of decreasing your debt, or the long-term vision of owning and house or planning for retirement, Nathan brings together your goals to provide a comprehensive plan to grow and protect your wealth!Throughout this episode we dive into the most misunderstood aspects of investing, we walk through a simple guide to start investing, and what you need to know about taxes that can affect your returns. We also cover how to determine where you should start investing, when you should meet with a financial advisor, why compound interest is your biggest friend in building wealth, and the top 3 things you need to know before you start investing!Make sure to tune in next week where we explore the biggest factors holding you back from making more money, how you can bounce back from losing money, why, no matter how risk averse you are, there is an investment for you, and so much more!Connect with Nathan on Instagram!Email: Nathan.grant@nm.comPhone number: 501 358 3733 ext 1103Related Episodes:80 - From College Drop Out to Million Dollar Business w/ Julian Garcia pt.175 - How to Invest in Real Estate with NO Money w/ Keyland Burel pt.162 - Starting a Business in College & 3 Skills to Make More Money w/ entrepreneur Ricardo Avilla pt.137 - Finding Financial Freedom w/ Financial Planner Brandon Lanz pt.236 - A Simple Guide to Investing w/ Financial Planner Brandon Lanz pt.1Reach out to and follow us on Instagram!Follow us on Twitter!And remember to GET AFTER IT!These are not the views of northwestern mutual or northwestern mutual investment company.  These thoughts are solely my own and should not be construed for specific investment, legal, or tax advice. 

Grateful Living
Losing Both of My Parents Before Age 20: Mohamed Diarra

Grateful Living

Play Episode Listen Later Sep 19, 2022 92:03


Mohamed is a Howard University graduate who started a financial planning practice with Northwestern Mutual. Mohamed is also someone who unfortunately lost both his parents before the age of 20 (he lost his dad to lung cancer at age 8 and his mom to a natural accident at age 19). In this interview, Mohamed talks about: - Losing his father to lung cancer at age 8 - His thoughts on how a surviving parent should tell their child about the other parent's death - Losing his mom to a natural accident (falling down the stairs) at age 19 - Managing being the eldest sibling during periods of grief - His advice to people who have lost their parent at a young age Mohamed's Socials: Email: mohamed.diarra@nm.com Instagram: https://www.instagram.com/mohameddiarra_/ Grateful Living Info: YouTube: https://www.youtube.com/channel/UC9Bo0LHtRJJNJBUYIceg27w Spotify: https://open.spotify.com/show/3Hn4ttttmbWfVqAhWh4Jhi Apple: https://podcasts.apple.com/us/podcast/id1503185956 My Instagram: https://www.instagram.com/aroy81547/?hl=en Patreon: https://www.patreon.com/gratefulliving4 Medium: https://gratefulliving4.medium.com/ Time Stamps: 0:00 Intro 1:13 Can you introduce us to your childhood and life story? 20:20 How were you processing your dad's battle with lung cancer as a young kid? 25:29 Your mom was very honest with you about your dad. Is that how you would recommend all parents do it? 30:55 How did you deal with your dad's death? Did you act out? 33:42 What advice would you give to a kid whose lost their parent at a young age today? 41:55 How was getting the call about your mother passing? 49:33 How was managing being the eldest sibling? 1:05:40 Any regrets you have? Any advice you would give to people with their parents? 1:21:25 Was there anything else you wanted to talk about?

Money Life with Chuck Jaffe
Northwestern Mutual's Schutte: 'The bottom is in'

Money Life with Chuck Jaffe

Play Episode Listen Later Sep 16, 2022 60:57


Brent Schutte, chief investment officer at Northwestern Mutual Wealth Management Co., says that history shows that when inflation has peaked, the stock market has bottomed, and he believes inflation peaked in June, which along with other conditions means that the bottom is in. Still, he notes that the market will be "discomfortable" as the economy moves back and forth from inflation to recession. He does believe that a mild recession is still coming, but that things will look and feel a lot better when these conditions pass more completely. His take on the market bottoming draws some agreement from Leo Leydon, president of Financial Focus Advisory Services, who examines the market's technicals and says that there is the potential for the market to set a bottom and start a climb from here, though he believes the market will likely be sideways and volatile through the end of the year.  Also on the show, Kyle Brown, president and chief investment officer at Trinity Capital, explains how double-digit yields are possible -- and relatively safe and stable -- in a rising-rate environment, and talks about how the economic slowdown is impacting the high-growth, venture-backed, early-stage companies that his business-development company finances, and Chuck talks about final expense insurance and why he keeps being pitched this product by cold callers.

P&L With Paul Sweeney and Lisa Abramowicz
Retail Sales, AI Investing, EVs, And Adobe (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Sep 15, 2022 39:02


Anjee Solanki, National Director of Retail, US at Colliers (NASDAQ: CIGI), joins the show to discuss August retail sales, consumer strength, and inflation. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, gives his market outlook after difficult August inflation data. Francis Oh, Qraft Technologies APAC CE, joins the show to talk about quant investing and advancing asset management through the use of artificial intelligence. Kevin Tynan, Analyst with Bloomberg Intelligence, and Jim Owens, Ford Mustang Brand Manager, joins us to talk about EV developments and the Ford Mustang. Anurag Rana, Senior Software and IT Analyst with Bloomberg Intelligence, joins the show to talk about some of his latest tech research on Oracle, Adobe, and cloud software. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.

AreWeHereYetPodcast
Pressure!

AreWeHereYetPodcast

Play Episode Listen Later Sep 15, 2022 48:25


Thomas Greeley of Northwestern Mutual joined us this week in our discussion on the new reality for retirees in the 21st Century. Our conversation focuses on the place where retirement needs and the pressures of economic instability collide. More than 55% of retirees have not recovered their full retirement since the last recession, placing the value in the homes they own front and center for having the cash they'll need.  Their needs are increasingly higher because we are all living longer.  Since more people are staying in their homes longer for multiple economic reasons, this places more pressure on the housing stock which, in the United States is already under-built compared to need. Thomas gave us several solid fundamental considerations while helping listeners to set reasonable expectations in a more instable economic world on the retirement funding side.  We supplied some solutions and indicators relevant to the housing sector. We hope you enjoy the latest from SMG's 'Are We Here Yet?' podcast.

Money Loves Women
Owning your financial future, with Amy Vos, Financial Planner at Northwestern Mutual

Money Loves Women

Play Episode Listen Later Sep 14, 2022 20:25


Growing up on a dairy farm in Kenosha, Wisconsin, Amy Vos learned the value of hard work at a young age. After pursuing a master's degree in nutrition, Vos pivoted to financial advising. She now works at Northwestern Mutual and has a unique interest in working with women.  Vos' investment strategy can be defined simply as: protect and grow. Protect what you've worked hard to achieve by having an estate plan and working with an investment professional. Grow what you've already earned by smart investing that works for you.   In this episode of Money Loves Women, join Dr. Deborah Ekstrom and Amy Vos to learn insights on women's issues as it relates to money, potential power struggles that can exist between high-earning women and their spouses, how Amy designs her life so that she loves it, and Amy's financial advice for all aspiring women.  Topics Discussed: Amy's investment philosophy - protecting and growing Financial advice for single women and single moms Importance of having an estate plan Women's issues around money Power, money, and women - how these three are related Power struggles within couples of unequal earning Morning routines Cash flow in your budget Amy's dream life and how her financial goals fit into it Resources:  Amy Vos' Northwestern Mutual Profile Amy Vos' LinkedIn Page Amy Vos' Featured Interview on FOX6 News: “Tips on getting a raise” NextAdvisor Article where Amy Vos is featured: “How to Choose Between a Personal Loan and a Credit Card” For more information on how to achieve financial freedom, personal mastery, and professional success, please visit https://moneyloveswomen.com/. 

Cybercrime Magazine Podcast
Global CISO Report. Talking Cybercrime & Cybersecurity. Laura Deaner, CISO at Northwestern Mutual.

Cybercrime Magazine Podcast

Play Episode Listen Later Sep 13, 2022 25:39


In this episode of the Global CISO Report, host Steve Morgan speaks with Laura Deaner, CISO at Northwestern Mutual. Together, they discuss Laura's role, the top 5 cybersecurity facts, figures, predictions and statistics for 2021 to 2025, and more. The Global CISO Report is sponsored by KnowBe4, the world's first and largest New-school security awareness training and simulated phishing provider that helps you manage the ongoing problem of social engineering. To learn more about our sponsor, KnowBe4, visit https://knowbe4.com

BATify
The Senior Year Checklist with Whitney Creasy

BATify

Play Episode Listen Later Sep 13, 2022 26:21


College and Career Advisor Whitney Creasy joins the podcast again to share some insights on how to organize and reduce stress during Senior year. Ben joins the conversation from the road and asks The Friday ReFresh Question of the Day about where the planning process should be at this point in the year. Will follows that up with the action items from October through Christmas. Whitney also discusses the steps needed in the Spring leading up to graduation and how she relaxes during down time. Travis encourages everyone to join our "28 Days of Focused Living" challenge in our private facebook group (link below). Will encourages our listeners to share the episode with parents and members of the class of 2023. Links mentioned in this episode: Get our free ebook "28 Days of Focused Living" here: https://www.benandtravis.com https://www.facebook.com/groups/benandtravis For extra content and material you can use for your family or ministry go to https://www.patreon.com/benandtravis Represent the show: https://www.benandtravis.com/store The Friday ReFresh: https://podcasts.apple.com/us/podcast/the-friday-refresh/id1611969995 Good Old Fashioned Dislike Podcast: https://podcasts.apple.com/us/podcast/good-old-fashioned-dislike/id1643163790 Send Greg Howell at Northwestern Mutual a text at 931-638-1576 Scholarship Finder: https://www.fastweb.com/ HOLLAND CODE CAREER TEST https://www.truity.com/test/holland-code-career-test MAPP Career Test https://www.assessment.com/ Career Explorer https://www.careerexplorer.com/career-test/ MyMajors https://www.mymajors.com/ Personal Values Assessment https://www.valuescentre.com/tools-assessments/pva/ Work Interest Wizard https://workinterestwizard.com/ This podcast is hosted by ZenCast.fm

Smart Talk Series
21. The Power of Hispanic Marketing with Yvonne “Bonnie” Garcia

Smart Talk Series

Play Episode Listen Later Sep 13, 2022 26:28


When you leverage your heritage in your marketing strategy, you create new opportunities to cultivate meaningful connections with your consumers. Melissa sits down with Yvonne “Bonnie” Garcia, Founder and CEO of MarketVision to talk about her groundbreaking career in Hispanic marketing.About Yvonne:Yvonne “Bonnie” Garcia founded MarketVision in 1998 after 22 years in corporate marketing because she saw a void in shopper, promotional, and grassroots marketing that would engage multicultural consumers. Since then, she has expanded the business from “three Latinas and a telephone” into a multi-million-dollar Culture. Inspired. Marketing® firm that uncovers cultural insights through research to make meaningful connections with clients' brands or services. MarketVision has 25 employees at its San Antonio headquarters and satellite offices in New York and Mexico. The firm has created culture-based marketing initiatives for such clients as Coca-Cola, Centers for Disease Control, ConAgra Foods, Continental Airlines, Copa Airlines, FCA Chrysler, Fisher-Price, General Mills, Girl Scouts of America, HEB, Hershey's, J.M. Smucker Company, Kraft Foods, MassMutual, Mazola (ACH Foods), MillerCoors, Mondelez International, Northwestern Mutual, TIAA, University Health System, USAA, U.S. Bank, United Airlines and GO RIO. Topics covered: - Understanding the power of Hispanic marketing- Opportunities for growth and areas of improvement in the cultural marketing shift- Gaining the respect of the Hispanic community- The growing Hispanic market- What inspired Bonnie's "Dale Ganas" book- Advice for LatinasActions to take:- Leverage your background- Go where the numbers are- Respect and acknowledge your heritage- Understand what people care about- Be fearlessResources mentioned: - MarketVision- Coca-Cola- The U.S. Census- Selena Coca-Cola ad- "Technology and Spanish Translations" PRSA article- Selena Coca-Cola TV spots- "Dale Ganas"- "Smart Talk: Public Relations Essential All Pros Should Know"- MVW Communications- PR Pro Gear

Conversations That Matter: A Podcast For Contact Center Professionals
Implementing AI In The Healthcare Industry - Neal Sample - Conversations That Matter - Episode #35

Conversations That Matter: A Podcast For Contact Center Professionals

Play Episode Listen Later Sep 7, 2022 36:25


While AI has a plethora of opportunities in the healthcare industry, it is no miracle cure. When implemented correctly, AI and Automation can find invaluable insights that make measurable impacts on real lives. Today's guest is Neal Sample, a former CIO at both Northwestern Mutual and Express Scripts. Neal joins Randy Ksar this week to discuss how AI can uncover patient roadblocks to receiving the proper healthcare outcomes, dive into Neal's experiences at express scripts, and explore the idea of leading with H.E.A.R.T.Takeaways:AI's role in healthcare is often inaccurately perceived as a panacea. In reality, implementing it is a challenge requiring the right people, the right tools, and the correct hypothesis. A good leader leads with H.E.A.R.T. (Humility, Empathy, Adaptability, Resilience, and Transparency). Leading with those five things enhances your ability to lead, strengthens team output, and decreases burnout. Having the best solutions in the world doesn't mean anything if co-workers avoid working with you. Collaboration is just as important of a skill as problem-solving. When it comes to experimenting and trying new solutions in the healthcare industry, it's important to realize that you are affecting real human beings, not just data on a graph. While individuals have been quick to adopt AI and automation insights in their personal healthcare, the physician side of the equation has remained slow to adapt to new technologiesOvercoming individual comfort levels is a big hurdle for implementing AI and automation into the healthcare industry. Some individuals will be quite comfortable, while others refuse to speak to an automated operator. Fitness trackers offer a unique opportunity to utilize AI as the metrics tracked by these devices are noninvasive and provide valuable insights into someone's health. Quote of the Show:“Learning the difference between being right and being effective, and bringing together some of those empathetic leadership aspects has really sort of changed the game for me.” - Neal Sample Links:Twitter: https://twitter.com/nsample?lang=en LinkedIn: https://www.linkedin.com/in/nealsample/ Ways to Tune In:Apple Podcast: https://podcasts.apple.com/us/podcast/conversations-that-matter-podcast-for-contact-center/id1525650658 Spotify: https://open.spotify.com/show/6Xx9G8w6bntQayIpbkgxc5?si=cNeVuJicSHagsftlpL8-tg Google Podcast: https://podcasts.google.com/feed/aHR0cHM6Ly9jb252ZXJzYXRpb25zdGhhdG1hdHRlcnBvZGNhc3QubGlic3luLmNvbS9yc3M

Talent Acquisition Leaders
The Compounding Effect of Creating a Great Experience for Your Team with Kelly Culler

Talent Acquisition Leaders

Play Episode Listen Later Sep 6, 2022 15:38


In today's conversation, host Ryan Dull is joined by Kelly Culler, Senior HR Business Partner & VP of Talent Acquisition at Northwestern Mutual. They talk about the powerful effect that creating a great experience for your team can have on all stakeholders. More than ever, it is challenging to ensure that all individuals involved in talent acquisition (be they, candidates, hiring managers, or recruiters) have positive experiences. But that's exactly why it's important to include stakeholders. Their insights can help to glean data to optimize those experiences. For Kelly, creating a great experience for all stakeholders is one of the most important aspects of her job. She believes that if employees have a great experience, not only will that lead to higher engagement and retention, but it will also flow into the business and on to customers, vendors, and all constituents. Kelly Culler - https://www.linkedin.com/in/kelly-culler-1921211/ Ryan Dull - https://www.linkedin.com/in/ryan-dull-743a8b4/ Northwestern Mutual — LinkedIn - https://www.linkedin.com/company/northwestern-mutual/ This episode is brought to you by SageMark HR. Sagemark HR can help you: ✔ Improve your talent practices and make better, more informed people decisions. After 20+ years of experience leading Recruiting and Talent Acquisition across a wide variety of industries, I've seen enough hires (over 100,000 to date) to know that hiring decisions truly can make or break an organization. ✔ Identify opportunities to not only improve your talent practices, but also deliver tangible business results. We understand every organization is different, and there's no one-size-fits-all magic solution. So we listen first and identify the gaps and sticking points in your current process before ever recommending a solution. ✔ Bridge the gap from “traditional” to modern recruiting, without the painful learning curve. We believe recruiting, talent, and HR technology is a deep well of untapped business potential, and our mission is to help you identify and implement those hiring tools in a way that works for you. If you're interested in learning more, you can reach me at: www.sagemarkhr.com ryan.dull@sagemarkhr.com

CDO Magazine Podcast Series
PODCAST | Northwestern Mutual CDO: Right Governance Is an Accelerant to Business Value

CDO Magazine Podcast Series

Play Episode Listen Later Sep 6, 2022 8:16


The Business, Cars & Cigars Podcast
Financial Planning Done Right with Keith Gause

The Business, Cars & Cigars Podcast

Play Episode Listen Later Sep 5, 2022 38:04


Founder and CEO of TideLand Financial, Keith Gause, has an array of experience that he brings to the table. Starting out in Special Operations in the Air Force, Keith served for 6 years before he transitioned into local law enforcement. During his 6 years there, Keith got married and started a family. Realizing his income wasn't enough to create the life he wanted, he took the leap into entrepreneurship. His very first business was a party rental company, and it provided him with a lot of experience on what not to do as a business owner. After selling that company and one other, Keith had to figure out what to do with his money. That's when he got into investing. He would go on to spend the next 7 years working for Northwestern Mutual while going to school at The American College of Financial Services. Through it all, he was crafting what would become TideLand Consulting. Having just launched January of this year, Keith is consistently bringing in 3-4 new clients a week just through word of mouth. His company aims to help business owners with everything from asset protection and tax mitigation to business valuations and exit strategies. By the end of the year, they plan to also offer payroll and employee benefit services. Keith's goal is to be a one-stop shop for solving pain points that come with business ownership. For anyone in or around the Waco, TX area, Keith will be participating in a free Growth Encounter Event September 8-10th. It'll have everything from team building and networking to informational sessions and competitions. What You'll Learn: The top pain points for business owners. The different types of business entities. Different strategies for reducing your tax burden. And much more! Favorite Quote: “People don't know what they don't know.” -Keith Gause How to Get Connected: TideLand Consulting Facebook TideLand Financial Facebook Keith Gause Facebook

People Analytics & Future of Work Podcast
Brad Williams of Northwestern Mutual on the PDFG Podcast with Al Adamsen

People Analytics & Future of Work Podcast

Play Episode Listen Later Sep 1, 2022 65:26


Speaker: Brad Williams of Northwestern Mutual Theme: Future of Work Follow Brad on LinkedIn: https://www.linkedin.com/in/bradfordjwilliams/ Learn more about our digital events and the people data for good movement: https://pafow.net/ To ongoing learning, creativity, and compassion for the human experience!

Fully Invested with Nick Hengl

This week I interview David Miller with Northwestern Mutual.  He helps us understand what life insurance is and why many people should have it.  Although it's not always the most exciting feature of a financial plan, it's often one of the most important.Contact David Miller: https://www.northwesternmutual.com/financial/advisor/david-x-miller/More information on Life Insurance ratings: https://www.investopedia.com/terms/i/insurance-company-credit-rating.asp Connect with me at: nhengl@hfgtrust.com 

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina
Why Everyone Needs Wealth Management Access | Calvin Williams | Freeman Capital

Yo Quiero Dinero: A Personal Finance Podcast For the Modern Latina

Play Episode Listen Later Aug 25, 2022 28:02


Calvin F. Williams, Jr. is the first African American owner of an SEC-registered automated financial planning platform for retail customers. As the CEO and Founder of FreemanCapital.co, he aims to close the wealth gap in overlooked communities across the country through increasing access to financial planning, investment management, and financial education.Calvin has completed TechStars, Northwestern Mutual + Gener8tor Accelerator, Google for Startups. He has also raised over $1,000,000 in funding for Freeman Capital. Since age 12, Williams has had an entrepreneurial spirit starting his first business venture, a lawn care service. He has been named a multiple 40 Under 40 Winner by Investment News, Greensboro Business Journal, and others.For full episode show notes, visit here.Loving this episode? Leave us a review on Apple podcasts. Follow us on Instagram, Twitter, TikTok, LinkedIn, YouTube and join our Patreon community!Until next time, stay empowered, stay inspired & #staypoderosa ✨

Adjusting To 6 Figures
24: Liability, Income, Final Expenses, and Education is LIFE - Anthony Di Meglio

Adjusting To 6 Figures

Play Episode Listen Later Aug 5, 2022 52:49


In this episode of Adjusting the 6 Figures, Jeremy Rettig invites Financial Advisor Anthony Di Meglio to share his thoughts on Financial Planning, Risk Management, and Life Insurance. Anthony shares the strategy to utilize a Life Insurance policy with the opportunity to grow fast. Jeremy and Anthony discuss the role of a financial advisor and what's the best time to hire one. Anthony Di Meglio is a Financial Advisor with Northwestern Mutual of Princeton, NJ since June of 2013. He is also a Growth Development Director, who helps introduce new Advisors to the firm in Princeton and help them start their career.   What You Will Learn: Financial planning Risk management Life insurance and how it can be utilized at its best Investment strategy; when to buy and sell Best time to hire a financial advisor   Resources: Anthony Di Meglio Linkedin Facebook

The SYCK Career Podcast,
Ep 16: Demystifying University Recruiting and Negotiating Your Offer: SYCK Tricks with Paul Bauer

The SYCK Career Podcast,

Play Episode Listen Later Aug 4, 2022 61:13


Paul Bauer is on the SYCK Podcast today for our latest edition of SYCK Tricks! Paul is a seasoned recruiter who has connected and hired hundreds, if not thousands, of people while working for companies like Amazon, Expedia, and Salesforce. Paul shares his insider knowledge about what recruiters are looking for and how to differentiate yourself among other candidates. We talk about his current role at GoPuff, best practices for negotiation, and what NOT to say when you reach out to a recruiter on LinkedIn.  IN THIS EPISODE: [02:15] How changing jobs helps to accelerate your compensation and why Paul was drawn to a career in recruiting [09:42] What differentiates someone or makes them stand out to recruiters [15:53] Paul's current role at Go Puff and how it differs from past roles [22:40] What metrics and specific goals do recruiters use to measure success [28:19] Internship conversions and how a recruiter sorts through thousands of resumes  [41:35] Good negotiation practices and advice for getting a job in tech KEY TAKEAWAYS: The average professional has five to seven careers in their lifetime made up of closer to 12 to 15 jobs. If done the right way, changing jobs can actually help to accelerate your career and increase your compensation. When you reach out to a recruiter on LinkedIn, don't forget to attach your resume. It's one less step that they have to do to help you. Recruiters need to be slow to hire and quick to fire. They don't waste energy on the wrong hire or someone who's not performing at where they need to be. Paul recommends leaders focus their energy on their top performers who often get overlooked because they're doing great.    RESOURCE LINKS Syckpodcast.com BIO: Paul is a Seattle-based recruiting manager and founder of RPB Careers LLC. He started career coaching in 2011 and has been recruiting for Fortune 500 companies like Northwestern Mutual, Amazon, Expedia Group and Salesforce since 2014. He earned his Masters in Education from Indiana University, Bloomington and a Bachelors of Science in Psychology from Bellarmine University in Louisville, Kentucky.   Paul enjoys partnering with clients who are in their first 15 years of professional work (out of university or equivalent) and has worked with clients in various sectors. He thoroughly enjoys working with clients who are making a career shift and looking to articulate transferrable skills. Outside of work, Paul enjoys spending time hiking, volunteering and with his friends and family.   

Together Digital Power Lounge
Building Frameworks to be Heard | Hitha Palepu, CEO Rhoshan Pharmaceuticals & Author of "We're Speaking: The Life Lessons of Kamala Harris" | Power Lounge S1E21

Together Digital Power Lounge

Play Episode Listen Later Aug 3, 2022 53:46


Learn how to own the power of your multitudes, act on and embracing your ambition, and find your North Star to guide your decisions.THIS WEEK'S TOPIC:If you're a fan of books, or of reading in general, you've probably heard of Hitha Palepu. Palepu's new book, "We're Speaking: The Life Lessons of Kamala Harris" encourages everyone to find their own “north star” and celebrate their multitudes.We are honored and excited to invite Hitha into our community of women working with passion and purpose.THIS WEEK'S GUEST:Hitha Palepu is a woman of multitudes—a feminist, a lifelong politics enthusiast, a daughter of immigrants, and a mother raising feminist sons. These multitudes spill into her multi-hyphenated career as an entrepreneur, investor, writer, and speaker.Hitha's passion for the news and politics is captured in #5SmartReads, a Webby-honored social series that shares 5 must-read articles every day to keep her community informed without being overwhelmed. Hitha's longtime blog, Hitha On The Go, established her as an authority on lifestyle topics and gave way to her book and collaborations with leading brands such as Headspace, Google, and Northwestern Mutual. Her book, How To Pack, was published by Clarkson Potter in 2017.As CEO of Rhoshan Pharmaceuticals, Hitha oversees financing, partnerships, and strategy for the company. Hithan also puts her money where her values are through early stage investing. A partner in Adama Ventures (her family office), she has invested in innovative companies primarily founded by women and focused on women (MM.LaFleur, Girls' Night In, Brightland, and Heymama among them). She is a sought-after speaker on politics & the news, investing, entrepreneurship, work-life juggle, and motherhood.Hitha has spoken at The Riveter Summit, Fohr, Global Brands Group and was selected to speak at SXSW 2020. She is represented by AllRaise's Visionary Voices speakers bureau.In her most recent book called We're Speaking: The Life Lessons of Kamala Harris: How to Use Your Voice, Be Assertive, and Own Your Story, she connects illuminating stories from Harris' unique biography with tactical advice on the importance of being assertive and true to yourself in your personal life and work alike.Support the show

Follow The Brand Podcast
Season 4 Episode 13: Changing the Narrative with Ruby Wesley and Jeniece McClary Financial Advisors with Northwestern Mutual

Follow The Brand Podcast

Play Episode Listen Later Aug 2, 2022 32:16


Does an MBA prepare you to be an expert in personal finance?  What is the true cost of procrastination when it comes to growing your finances?  What is the generational wealth you are leaving to your kids and grandkids?  Ruby Wesley and Jeniece McClary use wealth accumulation strategies backed by trust, Education, and industry certifications to strengthen your financial house.Let's get excited and develop the mindset to deliver financial wellness with a great advisory team.  Jeniece McClary s a successful business owner offering advisory, brokerage, and financial planning services to create and sustain multi-generational wealth for families and businesses.She enjoys partnering with clients to ensure their vision and action plans align and is passionate about serving her community.Throughout her long-standing career, Jeniece has been a trusted advisor, mentor, and advocate for over 100+ small businesses.   Jeniece is a native New Yorker, a wife, mom of four, and grandmother.  Whether hanging out locally near her home in Summit, NJ, or traveling to new places, faith and family is everything to her, and every client is a part of her extended Tribe.  Ruby Wesley graduated from Rutgers University in NJ where she majored in Economics. She started her career in financial reporting and later went on to launch an award-winning dessert business. Her entrepreneurship journeys garnered several accolades and years of experience which she reinvested into her peers and fellow business owners through mentorship and various leadership positions.She brought her drive and entrepreneurial passion to Northwestern Mutual, understanding that helping people build brighter futures, starts by building strong relationships.Her goal: Empowering women of color to achieve financial security and peace ofmind. The best part of my job is helping women gain clarity and organization aroundtheir financial surplus. After developing an understanding of who they are and what they want, my team and I work tirelessly to provide a clear vision with a tax-efficient Financial Plan that evolves with them.When not at work, you may find Ruby at home baking cupcakes or watching Disney movies with her daughter “Princess” Lea.Let's Welcome Ruby and Janiece to the Follow the Brand Podcast where we are building a 5 STAR Brand that People will Follow!

The Insurance Buzz
059: What to look for when hiring: Interview with Steve Suggs

The Insurance Buzz

Play Episode Listen Later Aug 1, 2022 38:00


What's in this episode:- The characteristics of great salespeople.- Why people struggle to pass their life insurance test.- Are great salespeople born or coached?About Steve:As a salesperson, sales manager, author of the book, Can They Sell, speaker, trainer, and consultant, Steve Suggs has been in the sales trenches for thirty-nine years. Steve obtained his business degree at Lipscomb University in Nashville, TN. Upon graduation, he began his career in sales at Northwestern Mutual and quickly moved to sales management. After fifteen years in sales and sales management with Northwestern Mutual, he has spent the last 22 years as a partnerwith Sales Manage Solutions. Steve has trained thousands of managers to recruit and coach the best, and he speaks to up to 50 managers weekly on the phone, coaching managers to avoid hiring salespeople who they like but can't sell. For the past 39 years, Steve has been married to his college sweetheart Tammy and enjoys his two adult children, their spouses, and his 4 grandchildren. Steve enjoys woodworking and turning old objects into works of art. Please join me in welcoming Steve Suggs.Contact Steve:https://www.facebook.com/Suggzyhttps://www.linkedin.com/in/stevesuggs/https://salesmanage.com/blog/Website: Salesmanage.comCalendar app: salesmanage.com/contact/steveBook your 15-minute consultation call to see if Weaver Sales Academy is a fit for your agency here: https://bit.ly/3CnMjTxText BUZZ to (816) 727-7610 to connect directly with Michael and share your favorites from the episode or learn more about upcoming events and challenges happening in our industry Join Weaver Sales Academy: https://www.weaversa.com/Follow Michael on social media:Facebook: https://www.facebook.com/themichaelweaverInstagram: https://www.instagram.com/_michaelweaver_/LinkedIn: https://www.linkedin.com/in/michael-weaver-a2940095

Elite Achievement
How to Achieve Big Goals in Business

Elite Achievement

Play Episode Listen Later Jul 28, 2022 37:02


It's hard to believe that it's been two years since we launched the Elite Achievement podcast! In that time, we've had the privilege of interviewing top business and lifestyle leaders as well as helping our listeners grow and achieve their goals. Today we are delighted to share a combined episode of three of our past guests Julia Pimsluer, Beate Chelette and Nisu Patel in honor of our anniversary. Julia Pimsleur is the founder of Million Dollar Women, a New York City-based social venture which has helped thousands of women entrepreneurs scale up their businesses. She is also the author of Go Big Now, a mindset-focused book about how to get and keep the go big mindset. Beate Chelette is the growth architect and founder of The Women's Code. She provides visionaries and leaders with strategies, blueprints and results-oriented tools and techniques that give clear steps to scale your impact. Nisu Patel is a Financial Advisor and Growth & Development Director at Northwestern Mutual. Nisu was honored as one of Northwestern Mutual's top financial planning advisors in the country. He is the second youngest advisor to achieve this esteemed forum status and is the youngest within his home state of Alabama.  Today we're talking with these three business leaders about how to achieve big goals in our professional endeavors. Highlights: 05:40 - You can't just start teaching someone business skills without first addressing the mindset. Because if you take someone who was raised thinking, oh, if I promote myself, that's being pushy, or women, sometimes we've been taught that's not feminine. 08:13 - You can only grow your business as big as you can grow yourself. Because if you have the dream of a $5 million business, but you have a mindset that oh, well, if I put myself out there too many people are going to hate me, or my kids aren't going to love me anymore. 16:30 - When we are building a business, the idea is not incremental growth. The idea is quantum leaps – so much more fun. When I sold my business that was a quantum leap. That's like, how do you get from a revenue of a million dollars to having a multimillion dollar payday? 24:35 - Change only works if you consistently run the new program every single day, until the new program has taken hold so significantly that the old program just kind of runs in the background. 28:48 -  A lot of times, scarcity thoughts and scarce actions come up because we have fear as well. And for me, having faith, trusting the process, having a game plan, and believing in what you're doing allows you to be more abundant. 31:07 - I think belief had a lot to do with it. But belief is only so much, right? It can only give you so much energy. But I think tying your belief in what you're doing to your why was very helpful for me. Because at times, there's not many things that can re-energize you when there's just compounded thing after thing after thing going wrong and going against you. Connect with Kristin https://www.instagram.com/meetkristinburke/ (Instagram) https://kristinburke.com/ (Website) https://kristinburke.com/breakout-plan (Breakout Plan) https://kristinburke.com/personalize-your-prospecting-process (Personalize Your Prospecting Process) Connect with Nisu https://www.instagram.com/ni5u_p/ (Instagram) https://www.linkedin.com/in/nisupatel/ (LinkedIn) Connect with Julia https://juliapimsleur.com/ (Website) https://www.millionwomen.com/ (Million Dollar Women) https://juliapimsleur.com/gobignow (Go Big Now) Connect with Beate https://www.instagram.com/beatechelette/ (Instagram) https://beatechelette.com/ (Website) https://airtightavatar.com/ (Airtight Avatar: How to Find Really Good Clients) https://podcasts.apple.com/us/podcast/business-growth-architect-show/id1608742539 (Podcast)

Money Life with Chuck Jaffe
Clocktower's Papic: High inflation 'is going to destroy tech'

Money Life with Chuck Jaffe

Play Episode Listen Later Jul 26, 2022 58:44


Marko Papic, chief strategist at the Clocktower Group, says that while inflation in the range of 3 to 6 percent "will not kill" consumers, it will kill the technology sector because any unprofitable tech companies can't keep borrowing at super low rates to keep the business rolling while they get to profitability. He believes other markets besides the United States are better positioned to support their technology businesses moving forward, which is part of a trend that will see investors want to own China and Japan and Europe during times while inflation remains high. Also on the show, Nathan Furr, author of "The Upside of Uncertainty: A Guide to Finding Possibility in the Unknown," discusses how consumers and savers can lean into the uncertainty of current times and markets to find a path to something better and more interesting, Christian Mitchell of Northwestern Mutual discusses the latest release from the firm's 2022 Planning and Progress Study, which showed how planning significantly improved investor satisfaction and confidence during the current downturn, and Chuck answers a listener's question about I-bonds. 

P&L With Paul Sweeney and Lisa Abramowicz
Markets, Twitter, And The Night Effect (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 22, 2022 27:44


Pooja Kumra, Senior European Rates Strategist at TD, discusses the ECB raising rates and the European economy. Brent Schutte, Chief Investment Strategist at Northwestern Mutual, talks about investing and the economy in 2022. Bruce Lavine, CEO at Nightshares, joins the show to talk about launching ETFs to capture the “Night Effect.” Mandeep Singh, Senior Tech Analyst with Bloomberg Intelligence, discusses Twitter and Snap earnings as well as the social media selloff. Dan Murray, CEO and founder at Vertex, joins the show to talk about using tech to help advance industrial companies in America that could be vulnerable to lagging behind. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Sloanies Talking with Sloanies
Aditi Javeri Gokhale, SB '96, MBA '99

Sloanies Talking with Sloanies

Play Episode Listen Later Jul 21, 2022 32:17


Aditi Javeri Gokhale, SB '96, MBA '99, joins Christopher Reichert, MOT '04, for a discussion on her role as the most senior female leader at Northwestern Mutual, where she holds the title of chief strategy officer, president of retail investments, and head of institutional investments. They also discuss her journey from India to MIT, her dedication to leadership and mentoring fellow women, and her commitment to establishing gender equity.Support the show

VO BOSS Podcast
Balance: Planning for the Future

VO BOSS Podcast

Play Episode Listen Later Jul 19, 2022 27:27


How do you plan to avoid risk? BOSSES, we're here to help! In this episode, Anne & Erikka dive into the essential planning every entrepreneur should be doing for balance in their business & life. From setting up your 401k to planning for retirement, they bring it all back to how balance is managing and planning for what the future holds. Set up your will, find a good life insurance plan, and know that your future self will be thanking you for all the hard work. Transcript >> It's time to take your business to the next level, the BOSS level! These are the premiere Business Owner Strategies and Successes being utilized by the industry's top talent today. Rock your business like a BOSS, a VO BOSS! Now let's welcome your host, Anne Ganguzza. Anne: Hey everyone. Welcome to the VO BOSS podcast. I'm your host Anne Ganguzza, and today I am back with my brand new series, Balance, with our special guest. Co-host Erikka J. Hey Erikka. Erikka: Hey Anne. Hey BOSSes. Anne: How are you? Erikka: I'm pretty good. How about you? Anne: Thankfully? I am good today. Not that I was really bad any other day, but I've had a few doctor's appointments recently. It got me to thinking, because I still visit my oncologist every few months and I had had some troubling blood results, which are fine, everybody. It's fine. And I'm very thankful about that, but it made me think about what if, God forbid, something should happen to me, and I was unable to work at my full time voiceover career for a certain amount of time or what if I was out for a couple months if I had to have surgery or, or whatnot? And I thought it would be a really good discussion to have. It may not be the most happy pleasant discussion to have, but I think it's an important one to have for BOSSes that run their own business. Erikka: Absolutely. I'm a big proponent of balance in looking at it's easy to think about the present and all the things that you have to do to presently run your business. But to take a balanced approach is also to think about planning for the future. So -- Anne: Yeah, absolutely. Erikka: -- things happen that we don't like, you know, either we get sick or no one wants to say it, but one day we're gonna die, all of us. We have that in common and hopefully one thing happy to talk about is one day we'll all retire and just be able to do the things that we love, even though we love this work. But you know, maybe just being able to go to the beach and make that be your job, you know, so planning for retirement. Anne: Yeah. Such great points. And you know, I've made it fairly clear to many people that know me, that I am planning for retirement. And I don't wanna have to be burdened with, oh my gosh, where's my money coming from? I wanna be able to enjoy my retirement. So let's talk about the things that maybe when you are a creative entrepreneur, we don't necessarily invest in that help us to plan for the future. I mean, number one, health insurance, of course. And I'll tell you, my story is, well, my husband works. And so I'm taking advantage of that. And I take advantage of his healthcare plan, which thankfully has been a good one. And we make sure that we get the best that we can get just simply because I have had health challenges in the past. And it really is a lifesaver when it comes to money in terms of whatever we have to pay out when I go to see the doctor, right. It's kind of crazy. So I think health insurance is super important. And I know if you are union and you are in a certain level of earnings, you can take advantage of the healthcare that they offer. Erikka: Yeah. Actually, everybody knows that currently I'm still have a full-time job. So I'm somewhat in the same position as you, Anne, in that I still have corporate insurance, but I am about, I think like $50 away from qualifying for SAG insurance. Anne: It's there you go. Erikka: It's like $49 and change. It's pretty funny actually. but that's definitely something I'm looking at, even as if it's a possibility to have a secondary. Anne: Well, that's what I was just gonna ask you. Like that's not something that you would replace your current corporate health insurance. Erikka: No, no. No, not for now. I mean, obviously the whole corporate job, that's where I'm at today. Will I still be doing that 10 years from now, doing both? I doubt it. So kind of just having that plan for the future and making sure that me and my family have health insurance. Anne: And it's not a guarantee anymore that when you go to work for a company that you're going to get health insurance these days. There has been a pandemic. And I think that there's probably no more important time to maybe think about health insurance as when there's a pandemic happening. And you wanna make sure that you keep yourselves healthy and can pay for any care that you might need. And especially now let's say you get long-term COVID and that affects you. You were a full-time voice talent. Even if you weren't a full-time voice talent, if you're part-time and you can't voice, what are you going to do? So what about health insurance that could be a secondary health insurance? Erikka: Yeah. Yeah. And I mean, I think that's a great segue to number two is disability insurance. That's something that a lot of corporations offer as well, but if you're not working for a corporation or maybe it's just not as affordable, there are independent disability policies out there. And I do have one, even though I have the corporate job to supplement. So if you can't voice for a few weeks, you can still get some income. Anne: Right. That's actually so smart of you. So what made you make that decision to purchase independent insurance? Erikka: Yeah, I think it was probably -- God. How long ago? At least maybe like seven or eight years ago, I started talking to a financial planner, and we started talking about life insurance and sort of disability insurance comes up in that conversation because it's all about wealth protection. Right? So even though it's making you great money, it's like, again, something happens to you, and that is gone or a lot of corporations with the long term disability, it cuts you down to like 60%. My father had a really bad accident that almost killed him four years ago. And his disability insurance, you know, like, I think like the first week or two was like short term and it's 100%, but then it went down to 60%. He had a mortgage, you know, a dog, like, you know, you don't plan for these kind of things to happen. So you have to have that contingency plan in place. So it really just made me think I had two kids. I was a single mom at the time. And it was like, you know, if something happens, I gotta make sure that we're okay. And I am risk averse. Like the definition, look at dictionary, Erikka J's picture is there. So So I like to have a plan and plan ABC. So I needed to have life insurance and disability. Anne: And you know, what's so interesting. Even health insurance, I'm just gonna backtrack. Just a touch, because it's not a secret. I had some expensive surgery, not so long ago. And in a year, if you have a decent insurance plan, a lot of times they'll say, well, we'll cover you up to... And then after so much money that you put into it out of pocket, we cover 100%. Well, what happens is when you reach that number where you shouldn't typically have to pay anymore out of pocket, guess what? They start determining the procedures that are actually qualify for that. I've got, see, I got so upset about it. I was, I couldn't even get it out. So yeah, some procedures and some portions of your doctor visits or, or procedures, they are not covered under that. I was like, well, look, at least I made my goal. So now I shouldn't have to pay anything else for my next, you know, set of tests that come back. No, come to find out that a lot of that stuff, some of it isn't covered under the policy and the plan. And so you really have to read those plans carefully and the fine print, 'cause a lot of times they make it sound a whole lot better than it might be. Erikka: And I'll backtrack with you, Anne, I'll run back to where you are. Not all health insurance plans are equal, right? So even the ones that are offered by corporations or by, you know, whatever, you know, full-time job you might have or part-time, it might be that if you qualify for SAG insurance, it might be that that plan is better. You have to look at the deductible, you have to look at what is and is not covered at what percentage who's in network that's close to where you are. You know, so just having a plan and not just kind of taking what's thrown at you and looking at your options is super important for health insurance and dental, dental. Oh my goodness, dental. We talk, please take care of your mouth. Anne: Is there any dental plan that covers more than a $1000 worth of work. That's what I wanna know. Erikka: Yeah. I don't think so. Anne: Because I think everybody has the same plan, and it covers up to $1000, and yet some of those dental procedures are way more than that. Especially I know I went through implant surgery a couple years back, and I had to strategically time it so that I got maximum amount of coverage one year, and then I could get the rest of it the following year. And so -- Erikka: We did the same. Anne: -- thankfully I could schedule things a little bit apart so that I could strategically get more money. And that's so important for us, right? I mean, in the middle of those surgeries, you know, my voice changed because I didn't have teeth maybe, or I had teeth or I was having a problem with my teeth, and I was in pain. So that's definitely something to think about. Now, most people, and I'm gonna come back to the short term disability, most people don't even think about short-term disability these days because it's just one of those kind of, I don't know, rare things. But the problem with thinking about it in that way is that it only takes one thing to happen where you will need short term disability or in long term disability. And that's when it becomes uber important that you have protected yourself. Erikka: Absolutely. And that's the balanced mindset, right? Is like none of us want to think about being hurt or not being able to do something for ourselves or being, you know, in a bad space. But the reality is that it is possible. A few years ago I was thinking that I was still a little younger than I was and jumping on a trampoline with my kids and rolled my ankle pretty bad before at a gig when I was doing stage performances. So when I was jumping on the trampoline, it really made it bad. And I had a high ankle sprain and I was in a boot for like six weeks. So thank God. I mean actually it's voice over, you know, that doesn't really affect us too much, but there may be some things that happen where you could be taken outta the game for six weeks or so. Anne: You know, you could be in pain and just that simple fact, right, it affects because what we do is with our bodies and you know, not just our mouths, right? But our bodies and if our bodies are affected, it affects our mouths. It affects our performance. It affects our mental health. I will say, thank goodness that we do, at least when I went through my surgeries, I was back in the studio after two weeks, thankfully. But I also couldn't be in the booth for too long. Otherwise I got tired. I was still recovering. And so thankfully during that time, you know, my husband had a job, but if this were what was supplying the family with financial aid, it would really be something that I would've thought about. Erikka: Yeah. And this is something I'll have to dig more into. So nobody take my word for this. I'm just kind of expressing a thought here. I do think that there are some plans that allow for like partial disability, because like you mentioned, like, you know, right now, like let's say you were back in the booth, but you weren't able to work at full capacity, and you can prove that your income has been affected by that dramatically. I do think that there are some policies that can help you with that too, because you can show that your income has been reduced by a medical condition. That's partially disabled. So just even thinking like that, that there's a variety of scenarios that can happen that none of us want to happen, but planning for the future is important so that you don't put yourself in a bad spot. Anne: And I don't care how old you are. actually the younger you are, the younger you are, I'm gonna say it's highly recommended to think about these things when you're young. Because let's say retirement, right, if you start putting away for retirement or you have a company that is -- do companies match? Erikka: A lot of them do. Anne: Do companies match anymore? Okay. That's good. Erikka: Yeah, mine does. And it's fantastic. Anne: Yeah. That was a big benefit, right, that your companies would match what you put into your retirement that was like, ooh, I have great benefits. And it's really all about that. And I, I have a feeling though that these benefits are slipping away from companies, but they're still very, very important. And I know back when I did work, I have a pension thankfully, which will be coming to me. And so does my husband. So we have that that we're accounting on, but we've also got other plans as well that we've invested in. Mutual funds and whatever it is. What about any other types of investments that you can recommend? Erikka: Yeah. So number three, retirement. Definitely. If you are at a job, please, please, please, please, please get a 401k and do your matching. There are a lot of, I've read quite a few books on this subject that a lot of advice that say that don't go over whatever they're matching. And I could definitely see for me, that's what I do is just up to the match. So like my company matches 6% of my income, so I contribute 6%, and anything else that I can do I put in other places, 'cause you don't wanna have all your eggs in one basket. Anne: Yes. Is that why the recommendation says not to go more than that and to put it elsewhere? Erikka: Because the thing is that when you come of age and you take that money out from the 401k, now that money becomes taxable. And you don't wanna be in a position where now you're 70 and you're paying more taxes, right, than what you're pulling out, then you're making money. Right. Exactly. Exactly. So the thing is that you wanna spread it out, spread the love a bit. And the thing is that as entrepreneurs, we get to double dip. We get to have the 401k, if you're still working at a corporate job, and you can also get a SEP, a self-employed retirement plan or self-employed plan, something like that. I actually just opened one this year. Well, last year. So that way you can put that money aside, still can be pre-taxed. There are also after tax options, like Roths and whatnot. Anne: Yep, yep. That's what I have. Yep. Erikka: Yeah. And there are like different things. You can invest it in like real estate, you know, you can pick which mutual funds or whatever, or have somebody manage it for you. But you just have more than one option to fund your retirement. Anne: By the way, this is a disclaimer for the podcast is that we are not wealth management experts. Erikka: Not at all. This all from personal experience. Anne: Just sharing, yes Just sharing our personal experiences. Yes. And so I'm thankful that I have pensions set up, but that doesn't mean that I'm not investing now smartly in other areas. You know, I have a Roth IRA. I have a financial planner that I work with, and he's actually been taking care of me since my job actually. I just kind of stayed with him because he knows me well and I trust him. And I think that's an important thing, like what to look for in a financial planner. Did you have one recommended to you or? Erikka: Yeah, that's a great question. You know, what's really funny is I don't remember how I met my financial planner. 'Cause originally it was one guy, and I think maybe somebody at work might have referred him, but that guy ended up leaving the company. And I got replaced with another guy and now we're like friends, Brandon, shout out to Brandon with Northwestern Mutual. He's a great guy. I think somebody that just, first of all, listens, they're not just trying to sell and shove stuff down your throat, really listening to your needs and your concerns and what you're looking for, what you feel comfortable with from a budget perspective on spending. The thing that I loved about my financial planers too, is that they didn't jump into the sale of the plan. They obviously explained it to me, but from a total wealth health perspective. We looked at like my debt and like coming up with a plan to get that paid down or off, which yay, I've pretty much done other than the mortgage and student loans. But yeah. So just really somebody that's gonna listen and take your needs into account and make that first, before they get the sale. 'Cause obviously they are selling policies at the end of the day, but yeah, I think that's important. Anne: That's true. And we always have to think about that. They are selling something at the end of the day, and they are profiting off of it. And so that's why it's so important that, yeah, you can find someone that you can connect with. And I think you're right. Looking at someone who's really looking at you and your financial future and at least seems like they have your best interests at heart before they try to sell you. Erikka: For sure. For sure. Anne: Because I think a lot of us get a little bit, whoa. The eyes like, oh my God, I don't know. Talking about money and financial planning gets me nervous. Erikka: Yeah. A lot, lot of people. Anne: Because that's not necessarily my forte. Erikka: yeah. Then you start adding in things that are seen as like morose, which I think is number five we're on now is life insurance. It's like, nobody wants to think about dying. Anne: Yeah. Right? Erikka: It's like, I'll just be here until whatever happens. And I don't wanna think about what's gonna happen. But if you have a family, if you wanna have anything that you wanna leave behind. And honestly, even if you don't have kids, if you have things, like if you have built up some type of wealth, if you have a house, you don't want people fighting over that stuff in probate court and whatnot. And like people trying to figure out how to pay for your funeral. I hate what hurts my heart when I see GoFundMes to have to pay for someone's funeral. You know, families should be able to grieve without having to worry about the money to do it. Anne: I agree. Erikka: Get life insurance. There are so many different types of plans and some are, are more affordable than others. At least look into it and you know, put it in your plan. Anne: Absolutely. Absolutely. And with that, I mean, again, wills, wills are important. Erikka: Wills, power of attorney and trusts. Anne: Exactly. Erikka: Again, it's just my personal experience. But I have talked to a professional and bad girl Erikka, I haven't done it yet, but it is on my list for this year. Yeah. I was educated that a will is not enough. A will, can be contested in probate court. And I was shocked. I was like, really? Are you sure? Like for the lawyer -- Anne: That's actually news to me. Erikka: Yeah. Anne: Wow. So what else is necessary then? Erikka: So I've heard that like a trust is really kind of the most, I guess I could say foolproof --again, I'm not a lawyer, so this is what I've been told. And what I've heard is the easiest way to ensure that what you want to go down goes down. If you already have things set aside in a trust for your kids or for whoever, there's nothing to contest. It's already set aside, their name is on it. The ownership just passes on to them having a power of attorney, especially medical, someone to make those decisions for you. Knowing what the hierarchy is is that normally it will go to your spouse. If you're not married, it will go to the oldest child. If you don't have an oldest child, it'll go to the parent. I might have that mixed up. But knowing what that is, and if that person doesn't want that responsibility, you need to put it on paper of who it might be. Anne: Exactly, exactly. Erikka: Like maybe your husband or wife doesn't want that choice because it's too hard for them. I don't know. Like you have to talk about that. Anne: And not only do it just once, but you have to update it when things happen. Erikka: God, yes. Anne: Right? In the family, it needs to be updated. And I'm guilty of that right now because you know, a family member has unfortunately passed away. And so I need to think about, okay, who would be next in line for my possessions once I pass on? So it is important to kind of keep those things up to date. Erikka: Yep. Yep. And guardianship agreements, which was something I had never heard about. But you have to think about that. If you do have kids, being able to have on paper or even if you're incapacitated for a little while. If God forbid you get COVID, you're intubated for, you know, a couple weeks, who's gonna take care of your kids in the meantime? You don't want that decision to be up in the air. So yeah. All these planning for the future sort of items are just important to think about, especially if you are really just doing voiceover or entrepreneur and don't sort of have, you know, another company that supplies these things for you, you wanna supply them for yourself. Anne: Yeah. And again, bringing this back towards the idea of a balanced entrepreneurial, you know, career. And not just what's the income that I'm bringing in, but what am I expensing, that kind of a thought process? 'Cause we don't like to think about what we have to pay for, but we certainly love the money coming in. And so we don't always wanna think about the future and protecting ourselves or even investing in ourselves for the future, but it is absolutely a part of your life, right, And of course your business as well, to make sure that you have planned for these types of events that can happen. And especially if we can't work, I think it's so important for us. I think most of us don't even think about it because, number one, we're fortunate that a lot of us can work from home. And we've got our studios in our house, so what could possibly happen that would stop me from being able to work in my house. Well, I can't talk maybe or yeah. Some sort of an illness that takes that away from me. And I'll tell you, I have a lot of people that inquire about voiceover that are disabled or want to be in the home because they can't go out for some reason into the workforce and that maybe they are on disability. And so it is a wonderful career for that. But I think if we're healthy and we're not thinking about that, , we're not thinking about it. And I think we need to. Erikka: Yeah. And it doesn't even have to be bad things like, as has recently, you know, everybody should know now that I am with child at 40. Anne: Yay! Erikka: Jesus. Which, I mean, it's great, but it's a little different than when I was pregnant at 25. So, you know, like there are different complications. I've got thyroid issues now that I, you know, I have to take medication for and watch. I'm a little more at risk for things like preeclampsia that could put me out early or put me in the hospital or put me on bedrest. And if I can't work, even though this is a great occasion -- I'm having a new life and a new new family member, but I have to plan. Anne: And you probably have to visit the doctor more. Erikka: That's the other thing, yes. Anne: Because of that, right? Erikka: Well, and I've also been in the booth a little less. I just had to slow down. I have to go to the doctor very often. So there are times where I might have to push a session out or not be able to do something right away because I have a doctor's appointment. Or, I'm in the booth, my breath support is not the same Anne: So I can vouch for that after having surgery on my chest. Absolutely. I mean, yeah. And also, and this is a -- like I thought I'd be young forever, but I'll tell you what, as I'm becoming older, it is so much more important, your health, taking care of yourself because just, I can't do what I used to do. And it just, that impacts my business a little bit. I mean, it's not, it's not a horrible scenario, but I definitely am feeling age and how it's affected me to be able to perform and do what I do on a day to day basis. Erikka: Right. And the whole point is just to have a plan for it. If you have contingencies in place and you know, things that prepare for the future, then you'll be fine. But we just can't just act like everything's gonna stay the way it is because just like technology, as Anne and I know things get old Anne: We need backups. Erikka: We need backups. Anne: We need backups. That's right. We need backups. Oh man. I'll tell you for sure. And I think that, again, it gets to the point where I know there's a lot of people that try to enter into this industry. And it's one of those where I don't know if it's the concept of the dream of, oh, I can work from home, and it's gonna be easy, that a lot of people come to this business without thoughts of investing in the business. They're like, well, I don't have a lot of money, but I wanna be able to work and make thousands of dollars a month doing voiceover. Erikka: Yeah. Gonna spend so many more thousands first. Anne: But yeah, that's this thing. I mean, I think the whole concept of investing in your business now here's a good balance, right? Not necessarily listening to the dream and simplifying things to the point where, oh, it's just so easy. I'll just be able to buy a microphone and do this. No, there's so many things that you have to think about in order to run your business. And then it's beyond that because I know it took me a long time before I really thought seriously about disability, life insurance now that I am doing this full time and really helping to support the family that I have and be able to contribute to it in a very helpful way versus, oh, I can only contribute this because I'm not a fully owned -- you know, my husband is gonna retire sooner than me. And so I'll be the one that will be kind of taking on the, probably the income for a few years until I retire. I mean, I'd love to be able to retire at the same time. And I'll tell you, that's what I keep trying to do on a day to day basis. But in the meantime I found myself planning my business for extra income and extra streams of income so that I can afford to reinvest it in things that will protect us when I wanna be able to just enjoy my life when I retire and not have to worry about health expenses, not to worry about how am I gonna live, how am I gonna pay the rent, or I wanna travel, how am I gonna pay those bills? And so now is the time to think about those things. And any of you BOSSes out there that are thinking about getting into the industry, it is something that you should consider. Yeah, this industry is not necessarily as easy as a lot of people wanna think it is. Erikka: And you have to think about it that even though yes, we're at home and yes, for the most part, we're either sitting or standing in our booths most of the day or sitting down editing, this is still a physical job. It still is labor. Like -- Anne: How could I break an ankle? Erikka: You know what I mean? Like, yeah. You're probably at low risk to break things, but it is still something that requires your body in order to do the work. So as you get older or things happen where you might get sick, you wanna try to find, you know, passive forms of income that can support you such as policies or real estate investments or whatever other investments you're interested in. But also thinking about, you know, me having to work from home for the past two years before even being pregnant, I put on a couple pounds 'cause I wasn't moving around as much. And that affects health. You know? So making sure that you are thinking about that future and taking care of yourself and doing things to move around and get about that people that are working outside the home kind of get naturally that you may not, if you're working from home doing voiceover. Anne: Exactly. And I love that you brought up the idea of passive income that doesn't have to do with voiceover. I mean, passive income is just a -- we can have a whole podcast on that. Erikka: Oh my God. Anne: It's just the coolest concept, right, the passive income, because that's really where I have been delving my concentration into how can I make passive income that's going to supplement me in retirement? And so I love that you said just in other investments, in other areas, not just voiceover, how can you make passive income in other ways? And so, I think a lot of people think that, oh, if I'm full-time voiceover, that's all I have to do. No, think of it this way. You are an entrepreneur. I don't even really think of it. Oh, I'm a voiceover talent and that is my business. I am an entrepreneur and I am a business first. And so to me, the challenge and the joy is how can I make money? Erikka: Multiple streams of income are the key to wealth. Absolutely. Anne: Yes. Exactly. How can I make money so that I am not worried about it or stressed about it? Because that's one of the biggest issues when we first come into the business and we're doing full-time voiceover, and maybe it's the first time you've had your own business. And now you're like, oh my gosh, where's this money going to come from? That's the huge stressor, I think in the first few years of anyone's business is, oh gosh, where's the money coming from? Where's the income? And when you can start to devise and plan and strategize streams of passive income, I think that's when you're really growing your business. And for me, that's, that's so exciting. Erikka: Isn't it? Like, it's really cool to just be able to like make money in your sleep. If we could like man, like there are ways to do it. There are people that do it and to hop on a soapbox real quick, even things that are related to voiceover, this is why understanding usage and having cutoffs for things that are broadcast are so important because that can be passive income. That is voiceover related. If they use your voice again and wanna run it again, you don't have to get in the booth and make that money. You don't wanna cut yourself out of that. So please, I mean, people, BOSSes that are coming into this and coming to see Anne, please, please, please understand usage and have those things in place. Anne: Oh, I'm so glad you landed on that one. Erikka: Yes. Anne: Yeah. Excellent point and usage is, there's that lovely stream. passive income. Erikka: The residuals. They're beautiful. The unexpected checks. Anne: You gotta love it. You gotta love it. Well, what a great conversation. Maybe not as fun as some people like to think in, in this voiceover business, but a definitely a necessary conversation to have. BOSSes, balance, balance in your career, balance in your life, planning, planning for the future. That is most definitely an important factor in maintaining, achieving balance in your lives and careers. So. Wow. So I'd like to give a great big shout out to our sponsor, ipDTL. You too can network and connect like a BOSS. Find out more at ipdtl.com. And I also have another moment that I'd like to take to ask you to imagine a world full of passionate, empowered -- wow. That was a lot of P's -- diverse individuals giving collectively and intentionally to create the world that they wanna see. You can make a difference. Visit 100voiceswhocare.org to learn more about how your voice can make a difference. You guys have an amazing week, and we'll see you next week. Bye! Erikka: Bye! >> Join us next week for another edition of VO BOSS with your host Anne Ganguzza. And take your business to the next level. Sign up for our mailing list at voboss.com and receive exclusive content, industry revolutionizing tips and strategies, and new ways to rock your business like a BOSS. Redistribution with permission. Coast to coast connectivity via ipDTL.

Business RadioX ® Network
Rush Imhotep With Northwestern Mutual

Business RadioX ® Network

Play Episode Listen Later Jul 18, 2022


Rush Imhotep, Financial Advisor at Northwestern Mutual Rush graduated Cum Laude from Cornell University, with a Bachelors of Arts in Africana Studies and Business Management. At Cornell, Rush was a two time Captain of their football team, and an inductee to the 4.0 Breakfast Club. In 2014, He also earned the National Football Foundation Scholar […]

BizTimes MKE: Milwaukee Business Insights
Leadership Lens: John Schlifske on performing, transforming and building trust at Northwestern Mutual

BizTimes MKE: Milwaukee Business Insights

Play Episode Listen Later Jul 18, 2022 46:25


Northwestern Mutual chairman and CEO John Schlifske joins Marquette University president Michael Lovell and BizTimes Media managing editor Arthur Thomas on the latest episode of Leadership Lens. Schlifske discusses how NML has needed to both perform financially while also transforming the way it does business. He details how the company seeks to build trust with customers, the impact efforts to grow Milwaukee as a tech city have had on hiring and the importance of CEO involvement in diversity and inclusion efforts. Schlifske also describes lessons learned from watching his father run a business, the value of looking externally when making tough decisions and the kinds of business leaders he's looking to as he approaches the company's mandatory retirement age. 

Atlanta Business Radio
Rush Imhotep With Northwestern Mutual

Atlanta Business Radio

Play Episode Listen Later Jul 18, 2022


Rush Imhotep, Financial Advisor at Northwestern Mutual Rush graduated Cum Laude from Cornell University, with a Bachelors of Arts in Africana Studies and Business Management. At Cornell, Rush was a two time Captain of their football team, and an inductee to the 4.0 Breakfast Club. In 2014, He also earned the National Football Foundation Scholar […] The post Rush Imhotep With Northwestern Mutual appeared first on Business RadioX ®.

Mind Wrench Podcast
Episode #91 - Communications w/Rachel James -T.E.C. Podcast

Mind Wrench Podcast

Play Episode Listen Later Jul 18, 2022 51:44


Episode Notes: This week I'm doing something a little different, I was recently asked to be a guest on a fellow podcasters show… somebody else from within our industry that is spending some of her valuable time, sharing her expertise, as well as what she can learn from others, back with those in the service industries she serves.Rachel James has a successful financial services company, that specializes in helping those in the collision and auto repair industry. Rachel has a great background that started with being a wrench, moved up to service advisor and ended up at PPG in several key roles over her time there, before starting her own company, Northwestern Mutual. Rachel reached out to me after connecting at a recent conference and asked if she could interview me for her podcast, The Entrepreneurs Club, where we talked about several things, but really focused on the power of effective communications Visit Rick's website: www.rickselover.com  Need one-on-one Mindset or Personal Development coaching? – drop me a note @ www.rickselover.com/services  

The Dissertation with Mersy
Liabilities, Taxes, and Boundaries - Oh My! with Financial Advisor Jerome Bentley

The Dissertation with Mersy

Play Episode Listen Later Jul 17, 2022 43:57


Tune in to our conversation on boundaries and financial literacy. We welcome renowned Financial Advisor, my financial advisor, Jerome Bentley, of Northwestern Mutual. Let's find out why financial literacy is important and what a Financial Advisor even is... ;) --- Send in a voice message: https://anchor.fm/mersy-goodson/message Support this podcast: https://anchor.fm/mersy-goodson/support

REIA Radio
It's Time To Stop Getting Ready To Get Ready: From 0 To 157 Doors In 2 Years - REIA Radio Episode 46 with Terry Shanahan

REIA Radio

Play Episode Listen Later Jul 7, 2022 122:33


Terry Shanahan's relentless pursuit of residual income is what made him into the successful Real Estate Investor that he is today. After Graduating from Creighton University, he immediately worked in Northwestern Mutual where he constantly interacted with high net worth clients, all of which had one thing in common… they were real estate investors. After reading Gary Keller's The Millionaire Real Estate Investor, Terry finally got into the game. At that time, he didn't understand how to really amass the wealth he knew existed in the investment space and thus, his first attempt and becoming a real estate estate investor was short lived. Around 07/08, Terry had his first health scare which led him in search of answers about his condition that doctors didn't have. In the Podcast he details how one thing led to another and for the next 11 years, Terry found huge success in the health and wellness industry creating the well known Shanahan Plan where he combined holistic health care practices and his knowledge in athletic performance. At the end of 2019, Terry experienced another life changing which ultimately changed the trajectory of his life. He decided to get back into Real Estate Investing, this time armed and ready to rumble. He skyrocketed his Investing business starting with no properties at the beginning of 2020 to now owning 157 doors! Terry's Failing Forward teaches us to trust the numbers and be aware of the current market trend, as you'd hear what could happen in episode 46 of REIA Radio! Let's Go!You can Join the Omaha REIA at https://omahareia.com/ Omaha REIA on facebook https://www.facebook.com/groups/OmahaREIA Check out the National REIA https://nationalreia.org/ Find Ted Kaasch at www.tedkaasch.com Owen Dashner on Facebook https://www.facebook.com/owen.dashner Instagram https://www.instagram.com/odawg2424/ Red Ladder Property Solutions www.sellmyhouseinomahafast.com Liquid Lending Solutions www.liquidlendingsolutions.com Owen's Blogs www.otowninvestor.com www.reiquicktips.com Terry Shanahan on IG https://www.instagram.com/theshanahanplan/?hl=en If you like the content on Omaha REIA Radio, Be sure to give us a review on your favorite podcast platform to help others find us and leverage the knowledge and experience our hosts and guests have to offer. We greatly appreciate you for tuning in and see you in the next episode!! 

P&L With Paul Sweeney and Lisa Abramowicz
Markets, US Economy, And The Supply Chain (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jul 5, 2022 28:46


Matt Stucky, Senior Portfolio Manager at Northwestern Mutual, discusses markets, the economy, and investing amid rising interest rates and inflation. Gary Shilling, President of A. Gary Shilling & Co., a New Jersey consultancy, and Bloomberg Opinion columnist, discusses the US economy and the outlook for a recession. Reade Pickert, US economy reporter and editor with Bloomberg News, discusses the economic outlook for the second half of the year. Rayne Guest, CEO at ARROWCLEAN, discusses the supply chain and how her business tries to disrupt the cleaning and disinfectant market in a sustainable way. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.

Conflict Managed
Coaching Through Mistakes

Conflict Managed

Play Episode Listen Later Jul 5, 2022 42:09 Transcription Available


Have you ever made a mistake at work? Yes, me too. All of us make mistakes. How have your mistakes been handled? How should mistakes be addressed in a healthy and flourishing work environment? Today on Conflict Managed we talk with Gary Carter about the role of managers when things go wrong, the importance of respecting employee privacy and avoiding public shaming when mistakes are made. Gary also reminds us of the wisdom of listening to those you manage, taking their insights and suggestions seriously, the value of showing up to work in a coachable frame of mind, and the power of genuine enthusiasm. Gary Carter is a Certified Financial Planner with Northwestern Mutual. The people Gary finds he is most impactful with in his business are those who own a business up to 50 employees, and those who have recently experienced job transitions. He has been married to Ashley for 5 years, and they have 2 sons, Noah and Andrew.  They also have a dog who is occasionally refer to as their “actual firstborn” named Samson.  You can find Gary on LinkedIn https://www.linkedin.com/in/gary-carter-cfp%C2%AE-6a63b1a6/ and https://www.northwesternmutual.com/financial/advisor/gary-carter/ Conflict Managed is hosted by Merry Brown and produced by Third Party Workplace Conflict Restoration Services. Contact us at 3PConflictRestoration@gmail.com. Our music is courtesy of Dove Pilot.

Personal Injury Marketing Mastermind
128. Mark Kull, Capitalis Planning Partners — Be Your Own Bank: How to Fund Your Vision of the Future

Personal Injury Marketing Mastermind

Play Episode Listen Later Jun 23, 2022 57:35


Over-funded whole-life insurance often gets a bad rap. But, for high earners, it is an important piece of a strong wealth creation strategy. Is your firm leaving money on the table? Today, Mark Kull, founder at Capitalis Planning Partners at Northwestern Mutual, explains the benefits of over-funded whole-life policies and "infinite banking" for litigating firms. Mark is an expert at creating security through financial planning. At age 19, he began as an intern at Northwestern Mutual. In a nationwide cohort of 1,700 - Mark ranked second. Nearly two decades later he has helped attorneys across the country and been featured in Forbes magazine, TOPS Magazine, and Business First among others. Whats in This Episode Who is Mark Kull? Who can benefit from over-funded whole-life insurance? How can a law firm become its own bank? What is the difference between standard and over-funded life insurance? What unconventional ways can a firm financially support partners and employees that benefit the firm? How d you hire the right person to put the correct policy in place?

The Happy Hustle Podcast
Live with Integrity and Happiness Will Find You Featuring 13x Best Selling Author and Keynote Speaker Jon Gordon

The Happy Hustle Podcast

Play Episode Listen Later Jun 21, 2022 63:30


Are you living with integrity?In this episode of the Happy Hustle Podcast, I'm privileged to have Jon Gordon, 13x Best Selling Author and Keynote Speaker. Jon and I talked about living with integrity and the strategies to build trust and create success.Jon is a sought-after keynote speaker and the internationally bestselling author of multiple books.His engaging talks and principles have influenced numerous leaders and teams in professional sports, business, healthcare and education.He is the author of 24 books including 12 best-sellers and 5 children's books. His books include the timeless classic The Energy Bus which has sold over 2 million copies, The Carpenter, which was a top 5 business book of the year, Training Camp, The Power of Positive Leadership, The Power of a Positive Team, The Coffee Bean, Stay Positive, and The Garden.Jon and his tips have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, Campbell's Soup, Dell, Publix, Southwest Airlines, Miami Heat, The Los Angeles Rams, Snapchat, Truist Bank, Clemson Football, Northwestern Mutual, West Point Academy and more.If you want to grab Jon's books or book him for your next event, connect with him and his team at https://jongordon.com/

Third Generation Networking Podcast
Networking tools to track information about our connections

Third Generation Networking Podcast

Play Episode Listen Later Jun 20, 2022 18:10


What do you know about the people in your network? How do you store and maintain the information you've gathered so that the next time you meet it's a continuation of the previous get-together instead of like you are starting over? Join Debby and Greg as they talk about the information tools that they've found useful in their networking practice. Thank you to ConvoSparker: - Ethan Kelly, Student at Eastern Michigan University, https://www.linkedin.com/in/ethan-kelly-309406210/ Also Mentioned: - Jenny Barlos, https://www.linkedin.com/in/jenny-barlos-267131b/ - Dave Litzenberg, Associate Financial Advisor at Northwestern Mutual, https://www.linkedin.com/in/dlitzenberg/ Resources: - Less Annoying CRM, https://www.lessannoyingcrm.com/ Groups Mentioned: - Eastern Michigan University, https://www.emich.edu/ Comments: https://www.facebook.com/TheReluctantNetworker/ https://www.facebook.com/connextnation/ More Information: If you'd like more information about our virtual training programs, go to: https://www.connextnation.com/mini-course/ "Porch Swing Days - faster" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/license --- Send in a voice message: https://anchor.fm/3rdgennetworking/message

The Future of Insurance
The Future of Insurance – Christian Mitchell, Chief Customer Officer, Northwestern Mutual

The Future of Insurance

Play Episode Listen Later Jun 14, 2022 29:14


Christian W. Mitchell is executive vice president and chief customer officer at Northwestern Mutual. His executive responsibilities include the company's planning philosophy and experience, consumer insights and experience strategy, and the development of digital tools and processes to deliver a distinctive client experience throughout a client's journey. He serves on Northwestern Mutual's Senior Leadership Team and sits on Northwestern Mutual's Future Ventures investment committee. Highlights from the Show Christian wrote a piece about this moment in the middle of the night when he was stress eating a pepperoni pizza and realized that a project for a new client-centric platform that they had launched was not working as they hoped and they needed to pivot The initial launch of the MVP was intended to get something out and learn quickly, which proved to be the wrong approach for something so critical to customers and advisors where they should have talked to these end users and learned more before deploying something given the stakes at play in the situation By bringing their distributors into the process, you meet them where they are but also learn what they depend on daily given that they've worked with clients for decades, so you can learn the details and insights you would never get otherwise One thing that helped them stop the path they were on and reset was why they were doing it, which wasn't about the system ROI so much as building the right long-term way to engage with customers and drive their experience Freeing them up to build the long-term solution actually allowed them to come back to some very tangible financial benefits from doing things different ways that they learned about and can enable through what they ended up building that they could never have done with their original approach The culture it takes to change like this starts at the top, with CEO John Schlifske not wanting to just be a steward of the company, but rather about making the tough choices needed to set the company up for long term relevance and success This was also helped by their acquisition of LearnVest, which gave them smaller company DNA and mindset when it comes to change and how to use technology Bringing new thinking into the company can be about learning something, but also about changing the historical approach of building things yourself and being a closed system to one of partnerships and working with companies with better ways of doing things The future of CX is wide open, with space for solving things like The underwriting process in Life insurance, where what your advisor already knows about you may be sufficient to underwrite you without having to gather any other information Ecosystems of solutions and partners can be curated to support your needs at different moments in your life through one central relationship Christian sees technology as an ebb and flow, where it comes in and blows up or disaggregates a space, but then over time, it pulls the pieces back together again If you think about incumbents vs. startups, the incumbents have so many resources and assets, but they lack the speed and agility of startups If you're not willing to acknowledge mistakes of the journey you've been on, you won't get faster But if you are, you can get to a point where the incumbents get so fast that there's no room for FinTechs to disrupt them This episode is brought to you by the book series, The Future of Insurance: From Disruption to Evolution by Bryan Falchuk (future-of-insurance.com). Follow the podcast at future-of-insurance.com/podcast for more details and other episodes. Music courtesy of UPbeat Music, available to stream on Spotify, Apple Music, Amazon Music and Google Play. Just search for "UPbeat Music"

Anxiety at Work with Adrian Gostick & Chester Elton
Developing Positive Energy with Jon Gordon, Author of The Garden, A spiritual fable about ways to Overcome Fear, Anxiety & Stress

Anxiety at Work with Adrian Gostick & Chester Elton

Play Episode Listen Later Jun 8, 2022 34:02


Our guest today is Jon Gordon, bestselling author and keynote speaker. Jon Gordon's best-selling books and talks have inspired readers and audiences around the world. His principles have been put to the test by numerous Fortune 500 companies, professional and college sports teams, school districts, hospitals, and non-profits. He is the author of 23 books including 10 best sellers and 5 children's books. His books include the timeless classic The Energy Bus which has sold over 2 million copies, The Carpenter which was a top 5 business book of the year, Training Camp, The Power of Positive Leadership, The Power of a Positive Team, The Coffee Bean, Stay Positive, and The Garden. Jon and his tips have been featured on The Today Show, CNN, CNBC, The Golf Channel, Fox and Friends and in numerous magazines and newspapers. His clients include The Los Angeles Dodgers, Campbell's Soup, Dell, Publix, Southwest Airlines, Miami Heat, The Los Angeles Rams, Snapchat, Truist Bank, Clemson Football, Northwestern Mutual, West Point Academy and more.Jon is a graduate of Cornell University and holds a Masters in Teaching from Emory University. He and his training/consulting company are passionate about developing positive leaders, organizations and teams. Connect with Jon on LinkedIn.###If you love this podcast please share it with friends, family and co-workers and leave a 5-star review! We would also love to hear from you on LinkedIn and invite you to join our online community We Thrive Together where we are creating a safe place to talk about anxiety and mental health at work.###Your hosts, Adrian Gostick and Chester Elton have spent more than two decades helping clients around the world engage their employees on strategy, vision and values. They provide real solutions for leaders looking to manage change, drive innovation and build high performance cultures and teams. Their work is supported by research with more than a million working adults across the globe.They are authors of multiple award-winning Wall Street Journal and New York Times bestsellers All In, The Carrot Principle, Leading with Gratitude, and Anxiety at Work. Their books have been translated into 30 languages and have sold more than 1.5 million copies. They have been called “fascinating” by Fortune and “creative and refreshing” by The New York Times. Gostick & Elton have appeared on NBC's Today Show, CBS 60 Minutes, and are often quoted in Fast Company, Newsweek and the Wall Street Journal.Learn more about their Executive Coaching practice at TheCultureWorks.com. To book Adrian and Chester to keynote at your event, contact christy@thecultureworks.com###A shout out to our wonderful sponsor, LifeGuides. LifeGuides is a peer-to-peer community that helps people navigate through their day-to-day stressors by providing a place of empathy, listening, wisdom and support with a Guide who has walked in your shoes, experiencing the same challenge or life experience as you. We have a special offer for A@W Community from LifeGuides. It's this easy -  Schedule a demo and drop Healthy2021 in the “Any Questions?” box and receive 2 FREE months service.

Third Generation Networking Podcast
Dave Litzenberg, Building the Ground Floor

Third Generation Networking Podcast

Play Episode Listen Later Jun 6, 2022 37:15


Join Debby and Greg as they chat with Dave Litzenberg, financial advisor, baseball fan, and founder of one of the first fully virtual BNI Chapters. When faced with the challenge of finding a chapter that didn't already have a financial advisor (very rare), Dave decided to get in on the ground floor of a brand new group. Listen to his journey and his networking advice. Also Mentioned: - Carol Pickett, Executive Director of Recruitment at Northwestern Mutual, https://www.linkedin.com/in/carol-pickett-76889562/ - Brian Kurtz, Wealth Management Advisor / Managing Director, https://www.linkedin.com/in/brian-kurtz-cfp%C2%AE-cltc-4170317/ - Jason Madasz, BNI Northwest Ohio Executive Director, https://www.linkedin.com/in/jasonmadasz/ - Janelle Marzullo, Greentree Mortgage Services, https://www.linkedin.com/in/janelle-marzullo/ - Jeremy Wolf, Realtor at Danberry Realtors, https://www.linkedin.com/in/jeremy-wolf-7aa68a16/ - Michelle Kravetsky, Ronald McDonald House Charities of Northwest Ohio, https://www.linkedin.com/in/michelle-kravetsky-4b0a904/ - Roger Bostdorff, President at B2B Sales Boost, LLC, https://www.linkedin.com/in/b2bsalesboost/ - Chad Helbert, Northwestern Mutual Toledo, https://www.linkedin.com/in/chadhelbertfinancialrep/ - Jennifer Ramon, Anspach Meeks Ellenberger LLP, https://www.linkedin.com/in/jenniferramon/ - Richard Cronin, President and Owner of Perrysburg Auto Mall, https://www.linkedin.com/in/richard-cronin-ab9ab917/ - Dr. Rodney Rogers, President of Bowling Green State University, https://www.linkedin.com/in/rodney-k-rogers-0513866/ - Blair Johnson, Principal Owner at BMJ Global Businesses, https://www.linkedin.com/in/blairmjohnson/ - Rob Carpenter, President at FrogTown Tees, https://www.linkedin.com/in/robert-carpenter-599b7b31/ Resources: - Ronald McDonald House of Toledo, https://rmhctoledo.org/ - Contact Dave: Cell: 419-283-3044 - Email: david.a.litzenberg@nm.com Groups Mentioned: - Business Network International (BNI), https://www.bni.com/ - BNI Prime Online, https://www.facebook.com/BNIPrimeOnline/ - Catholic Business Network Comments: https://www.facebook.com/TheReluctantNetworker/ https://www.facebook.com/connextnation/ More Information: If you'd like more information about our virtual training programs, go to: https://www.connextnation.com/mini-course/ "Porch Swing Days - faster" Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/ --- Send in a voice message: https://anchor.fm/3rdgennetworking/message

Who Knew In The Moment?
Paul Ludacka- A Nobody, With Nothin, From Nowhere, to Top 20 Financial Advisor in the USA!

Who Knew In The Moment?

Play Episode Listen Later Jun 3, 2022 49:00


If you were to ask Paul the secret to his success throughout his career at Northwestern Mutual, he'd say one thing, “Relationships. Life is ALL about relationships.” Paul has spent his life and career being very intentional about building amazing relationships with amazing people. Since 1997, Paul and his team at Ludacka Wealth Partners have been focused on building those valuable relationships with their clients through each stage of their financial future by creating a plan toward stability, clarity, and peace of mind. “We care about your financial well-being, your dreams, your plans, your future, and most importantly, we care about YOU! At Ludacka Wealth Partners our responsibility and privilege is to listen, design, and build with your unique goals in mind. Our goal is that you look back in 20 or 30 years and say, “Working with Ludacka Wealth Partners is one of the very best decisions we've ever made.”” - Paul Ludacka, CLU®, ChFC®, CFP® Paul and his wife, Sarah, are raising 5 beautiful kids; 4 "bad" boys & 1 perfect little angel. Paul often says, “we are blessed to be a blessing,” as he, his family and his team strive to serve others. Together they are actively involved with charitable organizations worldwide including The Open Door Mission, Abide Ministries, Planet Water, Youth For Christ, The Navy SEAL Foundation, Family First, and World Vision. Forbes has recognized Paul Ludacka as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. To View This Entire Episode- https://youtu.be/4ZXQgz6Le44 #WhoKnewInTheMoment? #Finance #PaulLudacka #Forbes

XYPN Radio
Ep #336: Finding Balance Building a Boutique Firm & Serving the Dentist Niche: A Conversation with Reese Harper

XYPN Radio

Play Episode Listen Later Jun 1, 2022 75:50


We're excited to welcome XYPN member Reese Harper to the show today. Reese is the founder of Dentist Advisors, a virtual firm based in Salt Lake City, UT., focused on serving (you guessed it) dentists. Reese started his firm in 2007 after working at Northwestern Mutual, and he had one dentist client as part of a book of business that he left with. After experiencing 2008 and his first year of running his firm, he decided to go all-in and focus exclusively on dentists—and this is at a time when having a niche wasn't the cool thing to do. As the firm grew, he saw the need to provide more ongoing monitoring of clients' financial situations and started building some highly-functional spreadsheets to provide value to his clients. Then he shared a few of those spreadsheets with other advisors to get their feedback and input and has now built out a tech company named Elements to provide all advisors with the ability to monitor and provide proactive recommendations to their clients. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/336

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life
CFFP #55 - Developing the Nex-Gen Financial Professional ft. Kristin Burke

Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Life

Play Episode Listen Later Jun 1, 2022 37:16


Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today we have Kristin Burke.   Kristin Burke's mission is to help others maximize their potential and achieve their definitions of success. As a goal achievement coach, Kristin collaborates with clients to maximize their potential and achieve their definitions of success. She launched her coaching practice with over a decade of experience coaching and developing hundreds within a FORTUNE 200 firm. She has spoken at numerous annual meetings, regional meetings, leadership clinics and women's summits. Most recently, Kristin coached the team of financial advisors that lead the company in production nationwide. She recruited over 200 college financial representatives into Northwestern Mutual's nationally recognized internship program and elevated the Los Angeles office's internship program from #76 to #5 in the company.   She is passionate about empowering women to elevate their careers. Kristin's curiosity for work-life integration blossomed in graduate school. There, she authored her thesis on the topic of work-life balance, specifically as it related to women. After concluding that the very word "balance" communicated an unrealistic reality, she started her quest to help others understand how to thrive personally and professionally. She specializes in helping clients gain goal clarity, establishing plans to achieve goals and tracking progress.   Outside of coaching, Kristin enjoys running (and has completed 8 marathons), practicing yoga and reading. She believes in progress over perfection and living life by design rather than default.   In our discussion we talked about:  

I Dare You Podcast
Episode 17: The Secrets of High Performers with Ben Newman

I Dare You Podcast

Play Episode Listen Later May 31, 2022 31:20


Ben Newman is a highly regarded Performance Coach, International Speaker, and Best-Selling author. His clients include Fortune 500 companies worldwide, business executives, sales organizations, and professional athletes in the NFL, PGA, NBA, MLB, UFC, and NCAA. Newman is the author of the #1 Wall Street Journal and USA Today Best-Seller, UNCOMMON Leadership. Ben serves as the Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last four Super Bowl Champion teams. He was recently selected by influencive.com as one of the Top 10 Motivators in Sports, and Real Leaders Magazine selected him as one of their 2019, 2020, and 2022 Top 50 Speakers globally. Newman's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, Minnesota Vikings, New York Life, University of Iowa, and Wells Fargo Advisors, Boston Medical Center, Missouri Tigers basketball…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe. Ben's authentic, powerful, and engaging storytelling has become internationally recognized. He has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracey, Ed Mylett, Jackie Joyner-Kersee, Jon Gordon, Dr. Jason Selk, and Tim Grover, Aeneas Williams, Eric Thomas, and other leaders and legends in the world. Ben lives in his hometown of St. Louis, Missouri, with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose. You can follow Ben on Instagram and Twitter at @ContinuedFight You can learn more at www.BenNewman.net Listen to The Burn Podcast everywhere you listen to your favorite podcasts.

Construct Your Life With Austin Linney
Building the mindset to reach your maximum potential with Ben Newman | Construct your life #372

Construct Your Life With Austin Linney

Play Episode Listen Later May 23, 2022 29:45


Ben Newman is a highly regarded Performance Coach, International Speaker and Best-Selling Author, whose clients include Fortune 500 companies around the world, business executives, sales organizations and professional athletes in the NFL, PGA, NBA, MLB, UFC and NCAA. Newman is the #1 Wall Street Journal and USA Today Bestselling author of UNCOMMON Leadership. Ben serves as a Mental Conditioning Coach for the 18-time National Champion Alabama Crimson Tide football team and has worked with players from the last 4 Super Bowl Champion teams. He was recently selected by Influencive.com as one of the TOP 10 Motivators in Sports and Real Leaders Magazine selected him as one of their 2019, 2020, and 2022 TOP 50 Speakers in the World. Through the adversities of Covid19, Ben's BNC Speakers and Coaching groups have had a tremendous impact on organizations finding alternative ways to drive growth. Newman's clients have included: Microsoft, United States Army, Anheuser-Busch InBev, Quicken Loans, Miami Dolphins, MARS Snackfoods, Kansas State Football, St. Louis Cardinals, North Dakota State Bison Football, Northwestern Mutual, AFA Singapore, Mass Financial Group, Wells Fargo Advisors, Great West Life Canada, Boston Medical Center, Boys & Girls Club of America, St. Croix, Missouri Tigers Basketball, New York Life, The University of Iowa and The Minnesota Vikings…as well as thousands of executives, entrepreneurs, athletes and sales teams from around the globe. Ben's authentic, powerful, and engaging storytelling has become internationally recognized and he has shared the stage with Jerry Rice, Ray Lewis, Tony Dungy, Colin Powell, Brian Tracy, Ken Blanchard, Jon Gordon, Dr. Jason Selk, Floyd Little, Aeneas Williams, Walt Jocketty and other leaders and legends in the world. Ben lives in his hometown of St. Louis, Missouri with the true measure of his success, his wife, Ami, and their children, J. Isaac and Kennedy Rose. Get in touch with Ben: https://www.bennewmancoaching.com/

Born to Impact
Choose Your Perspective in Life Part I, Feat. Jon Gordon, with Joel Marion - BTI 96

Born to Impact

Play Episode Listen Later Apr 5, 2022 66:27


Make a change for the positive with Jon Gordon!   Jon Gordon is the king of positivity. He is the writer of the timeless classic: The Energy Bus (over 12 million copies sold!), as well as 23 other books, including an additional 11 best sellers. Jon is also a world-renowned keynote speaker for fortune 500 companies, professional and college sports teams, and global non-profits.    His work has been featured on the Today Show, CNN, CNBC, the Golf Channel, Fox & Freinds, and numerous magazines and newspapers.    His clients include the Los Angeles Dodgers, Los Angeles Rams, Miami Heat, Clemson Tigers football, Northwestern Mutual, Cambell Soup, Dell, Publix, Southwest Airlines, and many more.    Most importantly, Jon Gordon is a loyal husband, a loving father, and an incredible friend living out the Born to Impact life firsthand.     In this 2-part episode, we discuss:   -The importance of positivity -What to do when things seem hopeless  -How to find and follow what you were born to do -How to build back when everything breaks -Why you need mindset strategies    And so much more.   Jon's story will inspire you, encourage you, and pull you even closer to living the life you were born to live ... don't miss it.   Even more, be sure to subscribe to the Born to Impact podcast to ensure you get notified as new episodes release each week!   After listening, please check out Jon's book "The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy", listen to his "Positive University Podcast", and swing by his Instagram: @jongordon11.