Podcasts about personal wealth

In this episode of the Third Eye Awakening podcast, I'm sitting down with my friend and Personal Wealth & Financial Management Mentor, Dagmara Gomez! Dagmara helps women break free from financial uncertainty and step into lasting wealth, security, and independence. I have been a private client of Dagmara's for almost 2 years -she is such an empowering mentor and I'm so excited to share this episode with you all!In this episode, Dagmara and I chat about:-the energetics of money and wealth-how I scaled from 40k to consistent 6-figure years, bringing in over a million dollars in business-entrepreneurial paths and  spirituality & business alignment-going beyond the spreadsheets and using visual representations of finances-overcoming financial overwhelm and embracing financial growth… and so much more!CONNECT WITH DAGMARAWebsite[Free] Money Date ProgramTHrivs PodcastLINKS MENTIONEDLightcodes of Money

In today's episode, we talk with Certified Financial Planner Mary Clements Evans, author of "Emotionally Invested". Mary shares her approachable, jargon-free insights on personal finance. We break down the emotional aspects of financial planning, focusing on the personalities that drive financial behaviors.   Mary also delves into her own experience of transitioning from corporate America to launching her own financial advisory firm at the age of 52. We discuss the importance of having a financial plan, understanding your cash flow needs, and creating a comfortable space for discussing often-intimidating financial topics. By the end of the episode, you'll be inspired to take control of your financial future while debunking many common myths related to financial planning. So grab a notebook and tune in—it's time to keep what you earn!   What You'll hear in this episode: [0:50] Meet the Expert: Mary Clements Evans [2:25] Mary's Journey to Financial Planning [5:35] Understanding Financial Designations [14:00] Client Personalities: FOMO vs. FRO [21:40] The Financial Therapy Session [22:15] Promoting the YouTube Channel22:37 Couples and Financial Dynamics [23:30] Women in Financial Meetings [24:30] Solution-Focused Financial Advice [26:50] Understanding Volatility and Risk [30:25] The Importance of Financial Education [37:40] Personal Financial Stories   If you like this episode, check out: Shannon's Appearance on "Earn & Invest" with Jordan Grumet Don't Stop Playing the Long Game Financial Planning Basics for Personal Wealth with Drew Faloon   Connect with Mary on LinkedIn https://www.linkedin.com/in/mary-clements-evans-098538 Get your copy of Emotionally Invested: https://www.amazon.com/Emotionally-Invested-Outsmart-Fearless-Retirement/dp/B0DSS7XJKS   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

Join Mike Del Prete, Executive Director of the Arizona Real Estate Investors Association, as he discusses the benefits of CIAS (Certified Investor Agent Specialist) certification with Branden Lowder Discover how this partnership aims to bridge the gap between real estate agents and investors by offering education, networking, and market insights. Learn about investor types, running numbers, and building a team to enhance both client service and personal wealth. Don't miss this opportunity to gain invaluable skills and certification to excel in the real estate market. Key takeaways:  01:07 Meet Branden from CIAS 01:57 Branden's Journey in Real Estate 02:41 The Impact of the Great Recession 04:10 Becoming a Master Instructor 04:50 Revitalizing CIAS 06:05 The Importance of Agent-Investor Collaboration 07:59 Understanding Investor Offers 09:29 Teaching Responsible Real Estate Investment 13:54 Creating the Investor Avatar 15:40 Proactive vs. Reactive Real Estate Models  19:16 The Largest Opportunity: First-Time Investors 20:22 Understanding Investor Lingo and Personal Wealth 21:39 The Role of Wholesalers vs. Real Estate Agents 23:03 Building Wealth Responsibly 25:15 The Importance of Team Building 29:47 CIAS Class Details and Benefits  35:20 Final Thoughts and Encouragement   ------   The Arizona Real Estate Investors Association provides its members the education, market information, support, and networking opportunities that will further the member's ability to successfully invest in #realestate  Join AZREIA here: https://azreia.org/join Is a Career in Real Estate Right For You? Take AZREIA's Real Estate Investing Entrepreneurial Self-Assessment at

Is cash a good gift for children? Personal wealth educator Lisa Dudson unwraps the idea with Jack Tame, and gives her tips on the best thing to teach our children about money. LISTEN ABOVE. See omnystudio.com/listener for privacy information.

In this episode, Dan and Tim chat about the ins and outs of self-managed super funds (SMSFs). We break down the key things to know about managing your own super. Covering the benefits and risks of SMSFs, including tax perks, setting one up, and the importance of staying compliant. We also touch on asset revaluation, borrowing within SMSFs, and the dangers of poor management. Coming soon Two Drunk University!

Personal Wealth Month continues, with Tim and Dan chatting about Investments!  If you are investing in Crypto, Property or even Pokemon Cards, the guys break down the tax implications and explain how best to navigate these areas. 

We are back for 2025 with a bang!  February is Personal Wealth Month, and we are kicking it off with Tim's favorite topic, Personal Budgets.   

This episode is brought to you by SuppCo, Quickbooks, and Legacy. Sahil Bloom, the author of "The Five Types of Wealth," believes that you don't need to sacrifice important aspects of your life to achieve success. In this episode we explore his innovative "dimmer switch" approach to time management, dopamine management, wealth building and so much more. His perspective encourages balancing life's various facets—like family, work, and health—by adjusting focus rather than turning them off completely. You will discover how this method helps prevent burnout and promotes a more sustainable lifestyle, allowing you to enjoy the present while planning for future equilibrium. Follow Sahil @sahilbloom Follow Chase @chase_chewning ----- In this episode we discuss... (00:00) Creating Your Dream Life (12:04) Balancing Life's Dimmer Switch (19:06) Value of Time as Your Asset (30:41) Mastering Solitude and Social Connections (37:30) The Power of Giving Compliments (44:31) Wealth Building Principles and Strategies (53:24) Creating Value and Personal Wealth (01:04:17) Inspiring Conversations on Creating Wealth ----- Episode resources: See how your supplements stack up with the free app at https://www.Supp.Co/everforward  Get 30% off for 6 months and make accounting easy with Quickbooks Get your at-home male fertility test kit with code EVERFORWARD at https://www.TestLegacy.com/everforward  Watch and subscribe on YouTube Learn more about today's guest at SahilBloom.com

In this episode, Doug and Matt address questions from members of their private group. They delve into the recent surge in gold prices and discuss factors like central bank purchases and potential short squeezes. They also explore geopolitical tensions, including Trump's policies on tariffs and interactions with BRICS countries. The discussion shifts to Argentina's economic situation under Javier Milei and the potential impacts of China's technological advancements on the U.S. tech sector. Doug and Matt also share thoughts on relevant literature, cultural commentary, and the importance of political and geographical diversification.   00:00 Introduction and Member Questions 00:29 Gold Market Insights 06:51 Economic Realities and Personal Wealth 09:14 Book Recommendations and Predictions 13:21 David Lynch and TV Series Discussion 20:58 Trump's Policies and Predictions 27:55 Argentina's Economic Situation 29:53 Trump's Diplomatic Strategies 32:42 Trade and Tariffs: A Global Perspective 34:17 The Impact of AI and Technology on Global Politics 38:25 Exploring Patagonia as a Plan B Destination 40:16 China's Technological Advancements and Global Implications 46:22 The Role of the U.S. Government in Global Conflicts 47:09 The Future of U.S. Tariffs and Global Trade 01:03:52 Diversifying Investments in a Politically Unstable World 01:04:52 Plan B Uruguay Conference: A Path to Diversification 01:06:11 Conclusion and Upcoming Events

Are you overwhelmed trying to grow your business while keeping your sanity intact? Success isn't just about revenue—it's about balancing business growth, health, relationships, and personal wealth to create a life that truly works for you. In this video, I share my journey from struggling for a decade to building a portfolio of 12 successful companies. You'll discover: The four pillars that drive sustainable growth: business metrics, relationships, health, and wealth. Why focusing on the right metrics—like retention and market share—can 10x your growth. How learning from mistakes and working with mentors accelerates success. You'll also gain practical strategies to grow your business, avoid burnout, and create a company that thrives in any market. If you're ready to focus on what truly matters and build a business that serves your life, this video is for you.

Discover why focusing solely on your business could put your personal financial security at risk—and learn the strategy that keeps you financially safe, whether your business thrives or not.   In this episode, we reveal: The #1 reason businesses fail (hint: it's not a lack of passion or a bad product). Why your business shouldn't be your only retirement plan. The power of margins in life and business—how to create space for financial security and joy. Our personal story of making a crucial mistake early on and how we pivoted to build lasting personal wealth. How a parallel growth strategy can help you thrive in both business and personal finance.   This episode is perfect for entrepreneurs who want to build wealth beyond their business. Whether you're just starting out, looking to diversify your income, or preparing for a secure retirement, this episode will show you how to protect your financial future without sacrificing your business goals.   Listen now to learn how to create a personal financial safety net, avoid burnout, and achieve long-term success. And keep an ear out for a fun nerd reference that ties everything together!   00:00 Introduction: Beyond Business Success 01:30 The Importance of Personal Wealth 02:43 Understanding Margins in Life and Business 05:06 Real-Life Examples and Lessons 07:28 Parallel Growth Strategy 10:01 Addressing Common Objections 13:15 Conclusion and Next Steps   Links mentioned in the show: Reserve your spot in Wealth Wisdom Week here: https://wealthwisdomfp.com/seminar Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community Watch on YouTube here: https://youtu.be/kKDZfCXOEqs 

Here are 3 ways to get more BFU in your life: [NEW] Claim your FREE copy of Gym Marketing Secrets HERE Follow BFU on Instagram HERE Subscribe to MF's YouTube Channel HERE Are you a gym owner with 30+ clients per month looking to grow in the next 90 days? Then you might just be a few strategies away from adding $5k-$10k/month or more. Book your FREE Brainstorm Call HERE.  

Want to learn how to turn your 7-figure business into 8-figure personal wealth? Join me at the Wealthy Entrepreneur Workshop on December 3-4 at Warwick Conferences:https://danbradbury.com/wew/This exclusive event is designed for business owners ready to scale their personal net worth, featuring insights from top entrepreneurs like Nigel Shanahan and Jeremy Gilley MBE. Spots are limited, go here to book your ticket now!https://danbradbury.com/wew/

With the last few years of inflation, consumer spending has still been strong. But how?! In this Fastest Four, Scott's taking a look at how rising personal wealth has been fueling the economy and how it might be affecting YOUR economy. For charts and more episode information, visit: https://getreadyforthefuture.com/wealth-surge-fuels-economy/

In today's episode of the School of Divine Mysteries, Aba Al-Sadiq sits down with his disciple Nada to delve into the fascinating and often misunderstood topic of monkhood. This ancient practice, established by Simon Peter and the early Christians, was made unlawful during the Mohammedan covenant but is now being revived in the time of the Qaim. Together, they explore profound themes, such as the distinction between laws and Sunnah in Islam, the significance of making oaths to God, and the transformation of the believing community as it prepares for Yawm al-Qiyama. Through this discussion, Aba Al-Sadiq sheds light on how these ancient practices are being redirected to serve a higher purpose in the present era.

In today's episode, we're diving into the essentials of financial planning for personal wealth with our expert guest, Drew Faloon, a certified financial planner (CFP). We're building on yesterday's discussion about taking a step back from the hustle, reflecting on your core values, and letting those guide your wealth journey. Drew and I will break down how to translate your personal goals into a concrete financial strategy, why cash flow is the backbone of your financial health, and the importance of holistic planning with a coordinated professional team. Plus, Drew shares practical tools and strategies to organize your financial life and drive long-term success.   Drew Faloon is a CERTIFIED FINANCIAL PLANNER with Intrepid Wealth Partners, LLC who specializes in helping hardworking working trailblazers live a more prosperous life, take care of their family and optimize their retirement strategy. Since graduating Cum Laude from Fort Lewis College, Drew has focused his business around honesty, intentionality, values based planning and creating an impact in the world.   Website: https://www.intrepidwealthpartners.com LinkedIn: https://www.linkedin.com/in/drew-faloon-cfp®-098777a7/ E-book: https://www.intrepidwealthpartners.com/ebook/virtual-wealth-management-transformation-ebook   What you'll hear in this episode: 05:33 Fractional CFO helps clients manage extra cash. 10:02 Seek professional help for navigating financial matters. 11:02 Communication challenges in professional financial advice. 15:42 Financial success requires organization and planning. 19:20 Prioritizing cash flow and financial stability options. 20:50 Key aspects of exit planning and investments.   If you like this episode, check out: Takeaways from Steps for Success with Junior Achievement What's the Best Way to Pour Money Into Your Business? Introducing Money to Kids: Where Do You Start?   Want to learn more so you can earn more? CFO On Demand click here Visit keepwhatyouearn.com to dive deeper on our episodes Visit keepwhatyouearncfo.com to work with Shannon and her team Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

The OCR cut has seen banks lower their rates – some cutting multiple times. But how low will they go? And what impact will this have? Lisa Dudson joined Jack Tame to run through the details.  LISTEN ABOVE See omnystudio.com/listener for privacy information.

In this episode of Passion Struck, I had the incredible privilege of welcoming Rachel Rodgers, a powerhouse of empowerment and financial wisdom. Rachel is the CEO and founder of Hello7, a multi-million dollar company dedicated to helping diverse entrepreneurs earn more money and build wealth. Her first groundbreaking book, "We Should All Be Millionaires," sparked a revolution in mindset, inspiring thousands to reimagine their relationship with money. Today, we delve into her highly anticipated companion guide, "Million Dollar Action," which provides a step-by-step roadmap to making wealth happen.Rachel shares her journey from being an intellectual property attorney to starting a coaching business focused on wealth building. She emphasizes the importance of transitioning carefully and testing new ventures as side hustles before fully committing. We discuss the startling statistics about women entrepreneurs and the wealth gap, highlighting the need for financial security and empowerment.SponsorsBabbel is the new way to learn a foreign language. The comprehensive learning system combines effective education methods with state-of-the-art technology! Right now, get SIXTY percent off your Babbel subscription—but only for our listeners, at Babbel dot com slash PASSION.--► For information about advertisers and promo codes, go to:https://passionstruck.com/deals/Order a copy of my book, "Passion Struck: Twelve Powerful Principles to Unlock Your Purpose and Ignite Your Most Intentional Life," today!  Recognized as a 2024 must-read by the Next Big Idea Club, the book has won the Business Minds Best Book Award, the Eric Hoffer Award, the International Book Awards for Best Non-Fiction, the 2024 Melanie P. Smith Reader's Choice Contest by Connections eMagazine, and the Non-Fiction Book Awards Gold Medal. Don't miss the opportunity to transform your life with these powerful principles!Full show notes and resources can be found here:  https://passionstruck.com/rachel-rodgers-on-how-you-build-wealth-abundance/In this episode, you will learn:The importance of taking responsibility for financial decisions and improving control over themThe significance of forgiveness in financial matters, especially forgiving oneself for past mistakesThe impact of mindset shifts on one's ability to see opportunities and abundanceThe value of making million-dollar decisions that align with abundance and growthThe role of community in supporting and holding individuals accountable for their financial goalsAll things Rachel Rodgers: https://rachelrodgers.com/Catch More of Passion StruckWatch my solo episode on The 6 Key Steps to Bold Risk-Taking for Personal Growth.Can't miss my episode withRusty Shelton on How You Build Your Authority AdvantageListen to my interview withHilary Billings on the Psychology of Attention, Mastering Short-Form Video, and Personal Brand BuildingCatch my interview with Jen Gottlieb on How to Create Your Own Success by Being SeenListen to Seth Godin on Why We Need Systems Change to Save the PlanetLike this show? Please leave us a review here-- even one sentence helps! Consider including your Twitter or Instagram handle so we can thank you personally!Show Less

In this episode, Rodric is joined by Ed Parcaut, a seasoned mortgage advisor,author and podcaster. Ed shares his journey from humble beginnings to running multiple successful businesses. The two also discuss the challenges of home affordability, the importance of cultivating multiple income streams and how Ed's personal values have shaped his professional and personal life.What You Will Hear In This Episode:How the 2008 crash affected both men and their businessesWhy the pursuit of money alone is a dead endEd's ‘is this all there is?' moment - and how it changed his lifeEd's top three personal values and their influence on his workQuote: "One thing we don't get back is time."– Ed ParcautGuest links:edparcaut.comFinancial FreedomEd's InstaResources:Million Dollar Flip FlopsFollow Us on InstaIf you aren't 100% confident what your ‘next right move' is in your business…I may have a tool that can help. Take the Entrepreneurial Journey Quiz and find out which stage you are in and which areas to focus on.Take the quiz now: https://milliondollarflipflops.com/quiz/

Daniel catches up with Tony Kofkin, Director of Kofkin Bond & Co. With over 50 years of industry experience, they are one of Australia's leading financial planning organisations for individuals, families, businesses, not-for-profits and charitable foundations, and highly regarded in private wealth management and corporate advisory.  Daniel and Tony discuss ways business owners can save money on their taxes, they explore the current state of the Australian economy and what to expect in the months to come. Tony further shares valuable insights on personal wealth preservation, trust funds & inheritance. 

Join us as Billy Daniel,  a seasoned real estate investor and co-owner of a real estate company, breaks down the four key ways investment properties can significantly boost your personal wealth. From cash flow and appreciation to principal pay down and tax benefits, Billy explains each method in detail and shares practical advice on how to leverage these strategies for maximum financial growth. He also discusses his personal investment philosophy, the importance of taking action, and the role of REIA (Real Estate Investors Association) in fostering a supportive community for investors. Key Takeaways: 02:54 - Billy Daniel got into real estate investing full-time to gain control over his own life and decisions. 03:11 - Billy and his wife focus on long-term rentals in Russellville, Arkansas, targeting the student population. 09:23 - Billy's long-term goals are to stay in single-family and small multi-family properties, and eventually trade up through 1031 exchanges. 11:23 - Billy aims for a portfolio of 20-30 properties that will cash flow and provide a legacy for his children. 13:31 - Billy started a local Real Estate Investors Association to provide education from experts on strategies relevant to the local market. 18:51 - Connect with Billy on Instagram @anotherflippingcouple or biggerpockets.com for mentorship on investing. 20:31 - Billy says the biggest change would be to take action faster when getting started in real estate investing. Listen now to gain the confidence and knowledge needed to take control of your financial future through real estate. And remember, as Corwyn always says, "We're legacy building. That is what we do." Connect with Billy@: Instagram: https://www.instagram.com/anotherflippingcouple Linkedin: https://www.linkedin.com/in/billyddaniel/ Website: https://www.nexthomepremierrealty.com/blog.php Connect with Corwyn@: Contact Number: 843-619-3005 Email: corwyn@corwynmelette.com Instagram:⁠ https://www.instagram.com/exitstrategiesradioshow/⁠ FB Page:⁠ https://www.facebook.com/exitstrategiessc/⁠ Youtube:⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠ Website:⁠ https://www.exitstrategiesradioshow.com⁠ Linkedin:⁠ https://www.linkedin.com/in/cmelette/⁠ Shoutout to our Sponsor: ROBYN COLLINS Do you want something more? More Meaningful Moments opportunities, deeper relationships and memorable experiences? Do you want to make a difference? If you say YES, a career and real estate could be the opportunity you're looking for guiding people to one of the most important decisions they ever made, the purchase or sale of their home can be both rewarding and lucrative.  Exit Realty has a revolutionary compensation model training and technology that provides you with the tools you need to start and build your successful real estate career. Call me today  ROBYN COLLINS with REDROBYN HOMES at 843-557-5003. Again that's 843-557-5003 or visit RedRobynhomes.com/join.exit and make your Exit today. --- Support this podcast: https://podcasters.spotify.com/pod/show/corwyn-j-melette/support

Join Certified Financial Planners Greg Cooley and Bubba Labas as they discuss the economic impact of the COVID-19 pandemic.

When you hear “franchise,” do you immediately think of golden arches? Greg Mohr, former engineer turned franchising expert, invites you to broaden your horizons. His journey—from newspaper delivery to mastering the Taco Bell playbook—reveals the art of thriving in the franchise world.But it's not just about burgers and shirts. Greg and I explore how to choose the perfect franchise—one that aligns passion with profit. Dive into due diligence, envision day-to-day realities, and discover why the franchise model could be your key to success, whether it's loft renovations or automotive repair services.And let's talk funding. Greg shares financial insights, from brick-and-mortar setups to service-oriented models. We'll guide you through retirement funds and loans, ensuring you're well-prepared. As we wrap up, discover the strategic benefits of franchising for growth and how to build an independent business that thrives. Join us on this franchising journey with Greg as your expert guide!

These days there are so many options outside of practicing medicine to help physicians build their own wealth. That is why Dr. Lance Holton helped start the company, Real Asset Investing Team, which is dedicated to helping people find investments and financial opportunities that work for their lifestyles. Dr. Holton draws from his own experience as a practicing anesthesiologist and businessman to help set his clients up for success.  In this episode, Dr. Holton talks through the difference between being a W-2 employee versus a 1099 contractor and what physicians need to consider when taking control of their finances. Learn more about Real Asset Investing Team by visiting: realassetinvestingteam.com

About Ed Parcaut Ed Parcaut is a seasoned and highly respected professional in the mortgage industry, with nearly 30 years of experience under his belt. He is the founder and CEO of Lending for Living, a reputable mortgage firm that helps homebuyers navigate the complex process of purchasing a home. With his advanced degrees in marketing and international business and marketing, Ed has the skills and knowledge to guide his clients through the process with ease. In addition to his professional accomplishments, Ed is also a proud veteran of the United States Navy, having served as a Hospital Corpsman. This gives him a unique perspective on his clients' needs and aspirations and helps him understand the unique requirements of his clients. https://www.edparcaut.com/ https://www.edparcaut.com/real-estate-jerky-daily/ ------------------------------------------------------ Collabpalooza Solopreneur Automation Summit https://collabpalooza.com When It Worked Podcast https://getoffthedamnphone.com/podcast 00:00:00 - Who Wants To Be A Millionaire with Ed Parcaut 00:01:06 - Rugby and Beer Pong Questions 00:02:13 - Guessing Nationalities 00:03:23 - Lifelines and Audience Polls 00:04:37 - Cape Agulhas and Respiratory System 00:05:47 - The Age Limit for Spelling Bee Competitors 00:06:57 - Song about this city 00:08:15 - A Rupture in the Temp Panensic Membrane 00:09:23 - The Price of Toast 00:10:40 - Competitive Eating: Who is Kobayashi? 00:12:47 - Expanding Reach with Radio and Podcasting 00:13:47 - Becoming an Authority through Networking 00:14:47 - Transitioning to a Different Podcast 00:15:47 - Overcoming the Fear of Speaking in Public 00:16:43 - Helping Veterans Transition 00:17:39 - The Work Behind the Podcast 00:18:37 - Personal Wealth through Home Ownership 00:19:33 - Nuts and Bolts of Mortgage Industry and Real Estate 00:20:20 - Getting into the Home Market 00:21:17 - Closing

In the world of entrepreneurship and business ownership, it's easy to blur the lines between your business's financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources into their companies, hoping for financial success. While it's a commendable endeavor, it's crucial to distinguish between business wealth and personal wealth. Why? Failing to do so can have significant consequences for your financial well-being, your family's future, and even your overall happiness. In this week's episode, we will delve into the significance of separating these two financial entities and provide insights into effective methods to achieve this differentiation.   -----   ABOUT JARROD   Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race.   WANT TO LEARN MORE?   Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned.   Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree   REACH OUT TO US!   If you have a question or simply want to talk through your financial planning, we are here to help.   SEND US A MESSAGE or call 720-715-7570   DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

In this thought-provoking episode of Passive Income Pilots, we sit down with blockchain expert Hans Koning to navigate the complexities and opportunities within the blockchain landscape, especially in light of recent global events like the Bitcoin halving and rising geopolitical tensions. Hans shares his profound insights into how these factors influence the digital economy and illustrates practical methods for earning passive income through blockchain technologies such as staking in PIVX. Delve into discussions that not only shed light on the technical mechanics of cryptocurrencies but also explore the crucial role of decentralized autonomous organizations (DAOs) in democratizing capital. This episode provides a deep dive into how blockchain is reshaping financial paradigms by empowering individuals to manage and grow their wealth independently, paving the way for a more trust in a trustless world.Timestamped Show Notes:(00:00) Welcome and introduction of guest Hans Koning.(01:00) Hans's background in technology and transition into blockchain.(02:00) Explanation of blockchain vs. traditional banking systems.(06:00) Benefits of Proof of Stake and its impact on energy efficiency.(08:00) Introduction to earning passive income through staking in PIVX.(10:00) Discussion on the role of DAOs in managing cryptocurrencies like PIVX.(15:00) Overview of zero knowledge proofs and their application in enhancing privacy.(18:00) How PIVX prioritizes privacy in its blockchain operations.(20:00) The potential future impact of blockchain in global finance and its integration into daily life.(25:00) Exploring the economic principles of PIVX and other cryptocurrencies.(30:00) The significance of community engagement in blockchain projects.(35:00) How DAOs operate and their influence on decentralized governance.(39:00) Closing thoughts from Hans on the importance of community and trust in blockchain.(43:00) Final remarks and episode wrap-up.Resources Mentioned:PIVX Official Website: PIVX.orgPIVX Mobile Wallet: MyPIVXWallet.orgPIVX Core Wallet: PIVX.org/downloadsRecommended Book: The Blockchain and the New Architecture of Trust By Kevin WerbachRemember to subscribe for more insights at PassiveIncomePilots.com!Join our growing community on FacebookCheck us out on Instagram @PassiveIncomePilotsFollow us on X @IncomePilotsGet our updates on LinkedInHave questions or want to discuss this episode? Contact us at ask@passiveincomepilots.com See you on the next one!

PLUS: Politicians calling for a TikTok ban should first understand why it's so appealing, says researcher; how the Toronto Law & Order spinoff's story of a crack-smoking mayor compares with covering Rob Ford; Girls5Eva creator Meredith Scardino parodies the 90s in song; Diné musician memorializes the Long Walk of the Navajo with a 4 year-long performance project; and Riffed from the Headlines, our weekly musical news quiz.

Send us a Text Message.Embark on a transformative expedition into the realm of private American financial education and strategy, where we unravel the essence of wealth beyond mere currency. Discover the profound impact auditory learning has on absorbing complex information as we traverse the multifaceted landscape of taxes, the judicial system, and the pivotal role of education in mastering diverse sectors. Our conversation illuminates the intricate dance between professional sports, philanthropy, and the meticulous control of legal structures, offering insights from my journey as an NBA player intertwined with charitable pursuits.Venture further as we examine the strategic formation of holding companies, explore personal finance's legal intricacies, and discuss the power of redefining legal terms to your benefit. Learn how family trusts can not only secure assets but also bring potential tax advantages, and gain knowledge on building an empowering support team that transcends mere appearances. The innovative concept of e-residency, forming your tribe, and alternative strategies for mail delivery are just a glimpse into the myriad of topics covered, all reinforcing the undeniable power of comprehensive planning within established governmental frameworks.Lastly, we delve into the music and entertainment industry's fiscal landscape, where the fusion of financial opportunities with creative endeavors like running a record label manifests. Hear firsthand experiences of navigating assistance programs, leveraging federal grants, and the critical importance of networking in the ever-evolving digital music scene. As we wrap up, I impart wisdom on the myriad of ways to maximize tax credits and the cultural implications of financial literacy, ensuring you leave equipped with the knowledge to navigate your wealth and personal affairs with confidence and finesse.https://onlyfans.com/donkilam https://onlyfans.com/donkilam https://www.amazon.com/Capi https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9Support the Show.https://donkilam.com

Real Estate is one of the only places where you can make substantial gains in personal wealth with the money that you borrow. In this Episode of the SLO County Real Estate Podcast with Hal Sweasey, JT tells us of two personal examples comparing a financed investment to an all cash investment that definitely makes other peoples money look a lot better than your own. The Hal Sweasey Podcast is now available unedited on YouTube just Search Hal Sweasey You can always Contact Hal at hal@teamsweasey.com or by phone at 805-781-3750 CA DRE #01111911

There's a difference between making money, and then maximizing money...and David Silva Sadder is here to break it down for us! David joins us to share his WEALTH of knowledge on building wealth…pun intended. David is a first generation American who's been working in the real estate and mortgage industry for quite some time, but with the birth of his daughter in 2020, propelled himself into soaking up information on personal finance, credit, interest and everything in between…both to grow his personal wealth, but moreover, to help others build theirs as well. In this episode, you'll learn valuable information for your personal finance and wealth-building journey! You can follow David on Instagram at @betterbesilvad and be sure to grab his free budget calculator at http://betterbsilvad.com/

You've been told life insurance is there to protect your family financially upon your untimely departure, but that's barely scratching the surface. You're about to learn how these policies harbor a wealth of untapped potential that can serve as a powerful tool in your personal finance arsenal. Imagine unlocking a reservoir of tax-free cash that burgeons just in time for retirement, or a financial lifeline that's available precisely when you need it—no strings attached. Life insurance is not just a safety net; it's a financial springboard that can catapult your net worth into new heights. You're not merely safeguarding your loved ones' future; you're holding a VIP ticket to the realm of astute financial strategies. By borrowing against your policy without impeding its growth, you arm yourself with a war chest ready to deploy against life's curveballs, be it a tantalizing investment, a business venture, or unexpected personal expenses. As we delve deeper, you'll gain insider knowledge on how to harness your life insurance policy to do more than stand guard with a solemn promise. You'll see how the financially shrewd transform a seemingly staid policy into a veritable gold mine. Join us as we challenge the conventional wisdom on life insurance and reveal how to make your money work harder, grow faster, and punch well above its weight. In the financial game, the goal isn't mere survival—it's thriving prosperity. Strap in for a journey that goes beyond scraping by in retirement. We're rewriting the rulebook, showcasing how your life insurance policy can double as a clever ally, delivering a tax-advantaged income that complements your other retirement strategies. Discover the methods to leverage cash value life insurance for wealth building, including supplementing retirement income, providing liquidity and access to cash, and seizing loan opportunities for further financial endeavors. This isn't just a podcast episode—it's a roadmap to financial liberation and opportunity, all thanks to the transformative power of life insurance. ___________________________ If you'd like to discuss how a life insurance policy might work for you, please click right here to get in touch with us. We'd love to help.

In the pursuit of true freedom, both financial and personal, individuals often find themselves navigating a complex landscape. The quest for freedom is multifaceted, touching upon clarity, wealth growth, risk management, equity optimization, and the maximization of life's experiences. In this week's episode, we explore how the five pillars of the Personal Wealth Operating System serve as the foundational framework for unlocking the doors to unparalleled freedom. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. SEND US A MESSAGE or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

Looking for help with raising your rates? Get BFU's playbook for raising prices so you can charge what you're worth while minimizing client pushback. Includes step-by-step instructions and email templates you can copy and paste. Get it HERE. Here are 3 ways to get more BFU in your life Follow BFU on Instagram HERE Subscribe to Mark's YouTube channel HERE Pick up a copy of Mark's book HERE Are you a gym owner doing more than $15k/mo looking to grow your gym in the next 90 days?  

Your body is your map to increased aliveness, total personal wealth, prosperity, longevity and love. As a Somatic Coach (Soma is the Greek for Body), the language of sensations opens up a whole new world for my clients and in todays episode I'm introducing you to the love language known as sensations. Why would you want to speak this language?Because how your body relates to success, money and love is your relationship to success, money and love and so much more. Moving beyond emotional labels to a place where neurology, biology, and psychology are seamlessly interwoven into the fabric of our being. By embracing our innate somatic wisdom, we pave the way for personal prosperity that resonates deeply with our soul's desires.Tune in to transform your personal story and align your life with the deepest yearnings of your heart.My prayer as always is that love steps in and does her thing so that this episode reaches your heart in an unexpected and delicious way.We hope you adore this episode and find it supportive for your journey towards a deeper relationship with yourself, love, abundance, your magick and creating a wider foundation for your business to prosper. If Whisky Made Woman has impacted you today, make sure to subscribe so you never miss an episode and thank you for leaving a rating and review of the show. We read everyone and celebrate your AHA! moments. To go deeper and wider... Transform your wealth identity hereJoin my signature program Your Prosperity Unlocked Here.Join the Abundant Heart Collective Today.New to my work - start hereWatch the Ultimate Manifestation Masterclass Here.Discover your Manifestation Powers Here.5 Steps to Manifest Your Dream Life Here.Share your aha moments with Bunny on Instagram.Got a question you'd love answered on the podcast? Send it to - Dear Bunny ...

A recent survey by Lending Tree revealed that 40% of people believe that home prices are too high in their respective areas, while 31% consider rates to be too high. Additionally, 30% of respondents stated that their credit scores make it difficult to qualify for a mortgage.   Ed Parcaut is a highly experienced and respected professional in the mortgage industry, with over 25 years of experience as the founder and CEO of Lending for Living. He is passionate about helping his clients navigate the complex process of purchasing a home with ease and understanding.   Ed has authored a best-selling book titled "Financial Freedom: Building Personal Wealth Through Homeownership," which provides practical advice and insights on creating personal wealth through real estate investment. As the host of the iHeartRadio talk show, Real Estate Jerky, and the Inner Edison podcast, Ed shares his knowledge and experience to help others achieve their financial goals.   Ed has also been featured in the 9-part docuseries, "Hacking Real Estate," produced by Revealed Films, where he shared his expertise on real estate investment. With his unique perspective as a proud veteran of the United States Navy, Ed is committed to empowering his clients to achieve their financial aspirations and build personal wealth through real estate investment.   He is an inspiration to those in the mortgage industry and a true asset to those who seek his guidance. For more information, you can visit https://www.edparcaut.com/ or follow @EdParcaut. To get a copy of his book, "Financial Freedom: Building Personal Wealth Through Homeownership," visit https://www.edparcaut.com/financial-freedom-book//financial-freedom-book/.

In the world of entrepreneurship and business ownership, it's easy to blur the lines between your business's financial success and your personal wealth. Many small business owners and entrepreneurs pour their hearts, souls, and resources into their companies, hoping for financial success. While it's a commendable endeavor, it's crucial to distinguish between business wealth and personal wealth. Why? Failing to do so can have significant consequences for your financial well-being, your family's future, and even your overall happiness. In this week's episode, we will delve into the significance of separating these two financial entities and provide insights into effective methods to achieve this differentiation. ABOUT JARROD Jarrod was born into financial planning and solving financial problems. With his financial advisor father Steve telling stories about finance around the dinner table from an early age, the idea that everyone has a different financial situation was always there. After an early professional career spent in nonprofit and government, Jarrod came back to his roots helping people plan and invest in 2011. Since then, he has worked with individual clients, led internal teams and ultimately became partner and the CEO of Destiny Capital in 2017. With a passion for helping entrepreneurs change the world, Jarrod ultimately oversaw the creation of Entrepreneur Aligned in 2020. With both Destiny Capital and Entrepreneur Aligned, Jarrod leads teams that help people live lives of abundance where money is simply a tool to let everyone be a positive force for the world around them. When he isn't working with the talented teams for EA and DC you can find him chasing his twins, wily trout or a podium spot at an OCR race. WANT TO LEARN MORE? Subscribe to our Entrepreneur Aligned Podcast for new episodes posted every week OR click below to check out more new content from Entrepreneur Aligned. Wealth Digest - weekly articles delivered to your inbox! Subscribe to our YouTube channel Connect on LinkedIn Follow on Twitter Follow on Instagram Check out our Linktree REACH OUT TO US! If you have a question or simply want to talk through your financial planning, we are here to help. SEND US A MESSAGE or call 720-715-7570 DISCLOSURE: Jarrod Musick is an officer of Destiny Capital and Entrepreneur Aligned, a DBA of Destiny Capital. All opinions expressed by Jarrod are solely his own opinions and do not reflect the opinion of Destiny Capital or Entrepreneur Aligned. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. We recommend consulting with your wealth advisor, CPA/tax advisor and/or attorney, as applicable to your situation, prior to implementing a new investment strategy. Advisory services provided by Destiny Capital Corporation, a Registered Investment Adviser.

“A thought leader is defined as an individual or firm recognized as an authority in their specialized field whose expertise are sought after and often rewarded. ”— Melissa HoustonIn an ever-growing industry, what sets you apart from the crowd of thousands proclaiming they're the best and the greatest at what they do?The answer to this question gets harder every day. There will always be startups popping out of nowhere, small businesses that go viral, and established conglomerates that control half the industry. You might think the safest bet is to just do well and see how it goes.But here's something tried and true for you. This is a solution that's been honed over time and proven effective: let yourself be the face of your business. Give the public someone to listen to, someone to root for, someone to lean on. Don't just be the boss of your business; let yourself become a thought leader.In this episode, we will be discussing everything there is to know about thought leadership. From what it takes to get started to establishing yourself as one, whether through traditional media appearances or creating content for Tiktok, we will explore the steps you can undertake to become a respected thought leader in your industry. Listen to learn:Why there is a difference between influencers and thought leaders How to make informative and compelling content as a thought leaderHow an online presence cultivates your reputationWhy it is important to go on public speaking eventsHow networking is essential in building your brandWhy appearances on traditional media is essential Highlights:‌2:59 The definition of a thought leader8:33 Benefits of being a thought leader to your business9:19 Good and strategic content creation10:21 Means of increasing your online visibility11:50 Attending talks and publishing your own articles12:57 Importance of networking on events14:20 Writing a book and its impact on your brand reputation14:58 Hiring PR coverage and what it can do for you15:30 Appearances on varied media

"As you're starting your business, you're going to come across so many interesting and sometimes real challenges, really exciting problems to solve, areas of compliance and requirements that probably seem daunting, and I would say really seek out resources, seek out mentors.” — Dina SegalContracts will always be an essential part of a business. Whether it's a business deal with your supplier or establishing a new agreement with your client, this piece of paper plays a vital role in protecting not only your business's best interests but also the rights of the other party.Writing down agreements and signing them may seem simple, but contracts are significantly more complex. They leave no stone unturned, explore every point thoroughly, and allow for no exceptions—except when both parties agreed to do so.This episode will explore the ins and outs of the beginning of every business journey: the contracts. Beyond the lengthy paragraphs and complicated words, we will learn the factors to consider in contract negotiations, stress the importance of thoroughly reading the written word before signing, and discuss ways to ensure that your contract attracts only the best and the most suitable partners for your business.Listen to learn:‌How to classify workersHow organizations can help with your resources and mentoring needsHow to negotiate your contract wellWhy it's important to know your business core for contract negotiationsWhy flexibility is essential in your contractHow to avoid ambiguity in contractsWhy attorney's fees can't be overlooked in business negotiationsHighlights:‌4:28      Services Third-Party companies can do for you7:56      Contracting people from all around the world10:21   Organizations that help in mentoring start-up businesses12:28   Importance of contracting14:50   Payment terms in contracts16:49   A Business' Liability Issues19:01   Proper Process of Contract Termination22:06   Importance of reading Terms and Conditions22:58   Creating a form for your business23:49   Attorney's fees in Contract Provisions24:03   Seeking Guidance and MentorsLinks:‌ ‌Dina SegalGusto WebsiteCash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessMain websiteCash Clarity CourseApply to Work With MeMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

“With the right mindset and dedication, successful debt management is within your reach.”—Melissa HoustonMany aspire to start their own business, but a common obstacle preventing them from doing so is financial constraints. People who do not have enough funding often resort to taking out loans to build their first business. But what's the deal with businesses that end up sinking rather than soaring?The culprit is often debt. Some businesses fall into the trap of having massive loans without a solid plan. Business owners tend to choose the short-term solution of gearing up, taking debts, instead of focusing on the long-term ones. Let's be real, when those loans start piling up, it's not just your business that is affected, but your personal life too. Whether you're in it for business or dealing with personal finances, taking on debt is a big responsibility. You have to ensure that you can deal with it and properly resolve it in order to avoid the chances of it overtaking your business or life.Listen to learn:‌Why most businesses resort to taking up debtsWhy  entrepreneurs should focus on  long-term solutions for their businessHow can business owners manage their debts in businessHow the pressure of debt can affect one's mental healthHow business owners or even individuals can avoid taking too much financial debtHighlights:‌03:39  Having personal debt to run the business 04:39  What too much debt can do to your business06:22  Impact of debt on our mental health08:17  Knowing your business numbers11:18  Tip 1: Analyze Debt and Financial Situation11:59  Debt Repayment Calculator Mini Course12:28  Tip 2: Prioritize Your Debts13:02  Tip 3: Negotiate with Creditors13:49  Tip 4: Consider Debt Consolidation15:20  Tip 5: Seek Professional AdviceLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessUnlock Your Profit Potential With This Smart Pricing StrategyCash Clarity CourseApply to Work With MeMain websiteMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

“The bottom line is that tracking your sales conversion is an essential step towards driving your business profit and ensuring that your business profit continues to grow and thrive, and not just your profit, but your sales and your whole business.”—Melissa HoustonWhat sets a business up for success? It should have the capacity for profitability and scale. Making a profit in your business can be tough, especially in a challenging economy. In this episode, we emphasize that tracking sales conversions is not just about boosting profit but about fostering a holistic and thriving business.Smart business owners take into consideration their marketing and sales performance indicators. Why? Because when you are critical about your marketing and sales, you learn what's working and what needs to improve to achieve sustainability. Success in business does not happen in an instant. It truly takes time and effort, no doubt about it. But here's the secret: investing your time and effort to wholeheartedly grasp your business's financial data and sales will provide you with the necessary foundation for your business to thrive. Listen to learn:‌Why tracking sales conversions improves business profitWhy business owners must understand the marketing and sales KPIs in their businessWhy determining the customer needs is beneficial in improving your salesHow to reach the right people to help meet your business goals How tracking your sales helps improve the return on investment for your businessHighlights:‌01:12: The root cause of money problems in business 02:47: Three profit drivers in business02:53: Path Profitability Masterclass and Unlock Your Pricing Strategies Podcast04:21: Marketing and Sales KPIs05:40: Proper outsourcing and hiring of people for your business06:19: Importance of tracking sales conversions to increase profit in business07:02: Understanding your return on investment10:12: Knowing what your customer needs11:30: Identifying the potential for improvement13:36: The key step in improving your business profitLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessUnlock Your Profit Potential With This Smart Pricing StrategyCash Clarity CourseApply to Work With MeMain websiteMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

The financial world moves fast and it's important to keep a close eye on national issues that can have a direct impact on the High Country economy.On this week's Mind Your Business, we host our quarterly conversation with Jonathan Allen of Allen Wealth Management and Allen Tax. We'll get an overview of the economic picture, complete with discussion around potential interest rate adjustments and how military conflicts abroad can impact US markets. We'll also hear some conversation around tax planning and other financial considerations for businesses and individuals as we creep closer toward the end of the 2023 calendar year.Mind your Business is produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible each week by Appalachian Commercial Real Estate and sponsored in part by UNC Health Appalachian.Support the show

Taxes can be confusing for those who aren't entrepreneurs or investors. That's why investors and entrepreneurs should have a knowledgeable CPA at their disposal to avoid the pitfalls of taxes. On this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes guests Brady Slack and Mike Scicluna to the show. Brady is a managing partner at High Country Finance, and Mike is High Country's Chief Financial Officer. They've come together on this episode to unravel the complexities of the tax code for real estate investors. Brady and Mike specialize in helping business owners, independent contractors, entrepreneurs, and real estate investors reduce their tax bills and increase their wealth. Elevating your business and personal wealth starts with getting a good handle on your taxes. Jonathan, Brady, and Mike dive into the episode talking about where people are making mistakes as real estate investors right now. You'll also hear what asset depreciates quickly enough to provide tax savings, why you shouldn't buy real estate just to save on taxes, and when you need an LLC. They also discuss the three ways to classify an investor, why you should actively talk to your CPA about your taxes and financial goals, and the importance of good bookkeeping in any business. Taxes can be a weak point for many investors, and this episode is all about giving you the information you need to make better tax decisions. In this episode, you will hear: The biggest places people are making mistakes as real estate investors right now, according to Brady Slack and Mike Sciculna The asset that depreciates rapidly enough to make sense as a tax savings Why you shouldn't buy real estate just to save money on taxes A tax professional's role in helping you come up with a tax solution that works for your business Who should consider setting up an LLC, and when an entity structure comes into play How your basis in real estate affects the value of an asset The three ways to classify an investor The benefits of having a real estate professional status The importance of actively talking to your CPA about your taxes and where you hope to end up financially Why bookkeeping matters for business owners as well as investors The guidelines for 1031 exchanges Where people are making the most mistakes in real estate and accounting today Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. If you enjoyed this episode, we've created a PDF that has all of the key information for you from the episode. Just go to the episode page at http://www.trustgreene.com/podcast/zen/079 to download it. Supporting Resources: Brady Slack's contact info - linktr.ee/bradyslack Find Brady on YouTube - www.youtube.com/channel/UCo5T9uLpKkTHQjB69i84M5w Brady Slack on Instagram - www.instagram.com/thebradyslack Connect with Brady on LinkedIn - www.linkedin.com/in/brady-slack-7264271aa Brady's Twitter account - twitter.com/thebradyslack Find Brady on TikTok -www.tiktok.com/@thebradyslack High Country Finance website - highcountryfinance.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/Streamlined%20Prop%20eXp Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties   Episode Credits: If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

“Cash is queen and with the right strategies, you can manage it wisely and achieve long-term prosperity.”—Melissa HoustonWhen running a business, cash flow is absolutely critical. As business owners, we are responsible for making sure that the cash moving in and out of business is managed properly. Why is it crucial to avoid running out of cash? Cash is the lifeblood of your financial obligations. And let me tell you, it's not just about keeping cash at hand; it's about fueling your business's success. When you've got a healthy cash flow while your business profits, that's when you can really invest in driving your business toward success. And as most businesses gear up with their business financial planning for 2024, take into consideration strategies that can help you manage to stay and have a positive cash flow that can earn your chance to invest more in your business.Listen to learn:‌Why business owners need to have their business financial plan ready for 2024Why having a cash management system is essential for every businessWhy do businesses need to set up a cash reserveHow does closely monitoring the inflow and outflow of funds impact the overall performance of a businessHow can business owners keep track of their accounts receivableHow automating bill payment keeps business expenses under controlHow can business owners improve and gain positive cash flow in businessHighlights:‌03:07: Gearing Up the Business Financial Planning for 2024 05:32: Business Cash Management06:33: Profitability and Positive Cash Flow07:17: Key Cash Management Strategies: Managing Cash Flow08:23: Key Cash Management Strategies: Set Up a Cash Reserve10:06: Key Cash Management Strategies: Tracking your Accounts Receivable11:10: Key Cash Management Strategies: Automate BIll Paying12:10: Key Cash Management Strategies: Improve Cash Flow in Business13:35: Evaluate inventory management practices14:42: Done in a Day Service ProgramLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessUnlock Your Profit Potential With This Smart Pricing StrategyCash Clarity CourseApply to Work With MeMain websiteMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

“Every business owner has made mistakes along the way, but the secret to success is learning from each mistake.”—Melissa HoustonWhat makes a business successful? It's how you turn mistakes into opportunities to improve and grow your way to success. Mistakes are not to be seen as weaknesses if you are a business owner. These must be seen as valuable lessons that can help you on your way to success. No successful business earned their way up without failing along the way and learning from the mistakes they made. But just because mistakes are part of a successful business does not mean that it is right to commit them repeatedly. This episode talks about five tips on how business owners can learn from common mistakes in growing a business. Listen to learn:‌Why making mistakes is absolutely normal for every business ownerWhy most business owners need to have a business financial planWhy tracking expenses is important in every businessHow must business owners price their products or services profitablyHow business owners should separate emotion from smart-making decisionsHow to use data to help business owners improve their businessHighlights:‌03:51: Common mistakes by Small Business Owners06:21: First tip - How to build a business financial plan09:24: Second tip - How to avoid failing to track expenses in business11:11: Third tip - How to price products or services profitably11:27: Unlock Your Profit Potential with These Smart Pricing Strategies podcast12:58: Fourth tip - How emotions get in the way of smart making decisions14:47: Fifth tip - How data improves one's business15:45: The Cash Confident Framework courseLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessUnlock Your Profit Potential With This Smart Pricing StrategyCash Clarity CourseApply to Work With MeMain websiteMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

Create buckets of cash to secure short-term savings, invest in retirement accounts, and keep liquid cash for emergencies and business operations. In this episode, Jordan West and  Chase Insogna, CEO and Founder of Insogna CPA navigates the complexities of taxes and financial planning. Together, they delve into the importance of strategic financial management and offer practical tips for entrepreneurs in the ecommerce space. Listen and learn in this episode!Key takeaways from this episode:Reinvesting all profits back into the business may not be the best strategy for personal wealth building.Having multiple buckets of cash, such as short-term savings, retirement accounts, and emergency funds, is important for financial stability.Avoiding external borrowing is a goal in e-commerce businesses.Cash flow management and covering short-term expenses is crucial for business stability.Recommended Podcast/Audiobook:The Compound and Friends:   Click HereThe Secrets to Scaling Your Ecommerce Brand: Click HereRecommended App/Tool:Miles: https://apps.apple.com/us/app/miles-travel-shop-get-cash/id1393913947Chase Ultimate Rewards: https://www.chase.com/personal/credit-cards/ultimate-rewardsSalvit Advisors: https://www.salvit.com/Salvit Advisors Leverage Playbook:  https://bit.ly/3RFKaw6Why the 'Leverage Playbook'?Data-Driven Decisions: By connecting your analytics ecosystem—be it GA, Shopify, or Amazon—Salvit Advisors will identify 2-3 immediate wins that have been lurking right under your nose.Customized Strategy: Receive a pitch deck tailored specifically for your brand, combining your unique data with their seasoned expertise.Immediate Impact: These insights aren't just theoretical. They're actionable recommendations that can drive tangible profit for your business.Data without interpretation is nothing.Today's Guest:Chase Insogna, CEO and Founder of Insogna CPA, a licensed CPA in the state of Texas. He has built a successful business, serving clients all across the country. Their unique approach combines transactional expertise with advisory coaching strategies, helping their clients navigate their financial journeys effectively.Connect and learn more about Chase and Insogna CPA:Website: https://insognacpa.comLinkedIn: https://www.linkedin.com/in/chase-insogna-cpa-cgma-4182539Get 5 Offers for 2 Products (10 in total) along with 10 highly engaging tried and true creatives, 30 captivating headlines, descriptions, and ad texts sent to you for only $99. Go to https://www.upgrowthcommerce.com/offer and order now - this offer is only available for a limited time.We love our podcast community and listeners so much that we have decided to offer a free eCommerce Growth Plan for your brand! To learn more and how we can help, click here: upgrowthcommerce.com/grow Join our community and connect with other eCommerce brand owners and marketers! https://www.facebook.com/groups/secretstoscalingpodcast

“As you prepare for your sales, be sure to prepare as well for your profit. Do not let the busyness of the season be an excuse for you not to create profit in your business.”—Melissa HoustonIt's almost the end of 2023, and you know what that means - the busiest season is just right around the corner! So, what's in the card for businesses this time? Well, it's about finishing this year with a bang and gearing up for a more profitable new one. As we celebrate our third-year anniversary, our commitment remains steadfast. We are all about giving the goods - valuable insights and rock-solid guidance for our fellow business owners. Our mission? Ensure that your business welcomes more customers and ends the year on a high note. We're also here to pump up our business owners with enthusiasm as we dive into 2024 with an opportunistic mindset!Listen to learn:‌Why getting ready for the Q4 2023 matters for every businessWhy you need a solid financial foundation in business for the year-endWhy prioritizing customer service is beneficial for your businessHow to make your business more profitable during the busiest season of the yearHow to spot your ideal holiday shoppers this busy seasonHow every business owner should monitor their business progress and measure successHighlights:01:47: Gearing up for the busiest season of the year02:23: SMP's third-year anniversary giveaway04:23: What to look and expect in your business for the Q4 of 202304:57: Focusing on the strong financial foundation of your business06:14: Tip to make Q4 your most profitable year: Plan Ahead07:19: Tip to make Q4 your most profitable year: Target Holiday Shoppers08:31: Tip to make Q4 your most profitable year: Prioritize Customer Service09:29: Tip to make Q4 your most profitable year: Monitor Progress and Measure Success11:04: Tip to make Q4 your most profitable year: Stay Focused12:26: Preparing the 2024 business plan readyLinks:‌ ‌  Cash Confident: An Entrepreneur's Guide to Creating a Profitable BusinessMain websiteCash Clarity CourseApply to Work With MeMini-course: The Debt Repayment CalculatorMini-course: Pay YourselfMini-course: Personal Net Worth CalculatorMini-course: The Ultimate Budget BinderFollow me on:IG: @melissahoustoncpaLinkedIn: @melissahoustoncpa

On episode #194 of The Author Factor Podcast I am having a conversation with mortgage firm CEO and author, Ed Parcaut.Ed  is an accomplished professional in the mortgage industry with nearly 30 years of experience, a military background, and an advocate for financial literacy and real estate education. He is the founder and CEO of a reputable mortgage firm, host of a talk radio show and 3 podcasts, and author of a book, Financial Freedom: Building Personal Wealth through Homeownership. Learn more about Ed Parcaut at EdParcaut.com.For more details about our short, helpful book publishing program, visit BiteSizedBooks.com.

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Jerry Fetta, who is on a mission to demystify wealth management, making it accessible and relatable for everyone. As the brains behind Wealth DynamX, Jerry's fingerprints are on numerous success stories across the US, helping countless individuals lay the foundation for solid financial futures.Beyond his role as a financial expert, Jerry has penned three books. In the latest he lays bare the trials and tribulations he faced, both personally and professionally and how he overcame these, showcasing a resilience that's nothing short of inspiring. KEY TAKEAWAYS I grew up with a lower income experience, my parents didn't have a lot of money. When I was 8 years old my parents got divorced, we lost our house, the car got repo'd and both my parents became homeless. I didn't have a lot of examples of people succeeding with money or as entrepreneurs. Sometimes, there's an advantage to growing up without money. It instilled in me hard work and as an entrepreneur I'm a lot more comfortable with risk because I've come from a place where I've had nothing and am not afraid to go back there if Ineed be. As a culture, we believe that if we go to school to get the grades, college to get the degree, get the job, then we save up for retirement, try to pay off the house and build up a nest-egg, then at 60-65 years old we can finally enjoy what we've put together. My Mom was my first client and we did all that and at 60 she was diagnosed with terminal cancer and she passed away 6 months later. As a son it was a shocker, but as a financial professional I saw the plan unravel and I didn't want to have that client experience again or experience personally, I want to enjoy life now. As CEO, my day-to-day is a lot of observing, I shadow my staff members and I'm present on their calls and meetings. I do several hours a day of reading and studying business and administration and how to be a better business executive. BEST MOMENTS‘Wealth DynamX helps families, individuals and entrepreneurs in North America achieve greater financial education, stability and freedom in the future.'‘I became a bodybuilder and thought I'd do that forever, but I started to get into the financial industry at 18, got all my licences and the rest has been a natural progression of evolving and growing and putting my vision into reality over the last 11 years.'‘School is necessary, we need to learn the basics, but I think it does a really poor job on two things and is an area where we can simply improve is telling people the purpose of school. It's a very long period of our lives where we don't really know why we're there.' ABOUT THE GUESTJerry Fetta is a beacon in the world of finance, with a mission to simplify the complexities of wealth management and make it relatable to all. As the visionary Founder and CEO of Wealth DynamX, Jerry has dedicated his career to assisting numerous clients across the U.S. in building a solid financial foundation. Jerry's unique approach, rooted in authenticity and applicability, has set him apart in the industry.Get access to Jerry's free book "The Blueprint to Financial Freedom."https://jerryfetta.com/b2fpromo ABOUT THE HOSTSabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter: SabineVdLLinkedIn: Sabine VanderLindenInstagram: sabinevdLofficialFacebook: SabineVdLOfficialTikTok: sabinevdlofficialEmail: podcast@sabinevdl.comWebsite: www.sabinevdl.comThis show was brought to you by Progressive Media

Does your business feel like a black hole?Are you feeding it all your time, energy and money? But it just keeps sucking away?Too many business owners get to the end of their career and don't have much to show for it, selling for next to nothing or simply letting the business fade away.But what if you could leverage your business profits to build personal wealth?Todd Polke is an international educator and trainer in the realm of wealth creation and building strategic investment portfolios.Todd is dedicated to the mission of helping as many people as possible break free from the default and ‘live a life unlimited by income.'On this episode of Financial Freedom with Real Estate Investing, Todd explains the idea behind his Profits to Portfolio system and how it helps business owners grow their personal wealth.Todd shares how Australia's real estate market compares to the US, offering advice on how to navigate the current downturn and prepare to capitalize on opportunities coming down the pike.Listen in for Todd's insight on avoiding emotional investment decisions and learn how to leverage a diversified portfolio to build personal wealth—and a lasting legacy.For full episode show notes visit: https://themichaelblank.com/podcasts/session385/