Podcasts about seven figures

What happens when the strategies that built your success begin to hollow you out?Judi Holler shares the story she never planned to tell: how building a seven-figure business, listening to too many “experts,” and chasing the next level led her into burnout, disconnection, and a spiritual reckoning.This conversation explores identity loss after success, the danger of outsourcing self-trust, the role of spirituality and human design in self-leadership, and how awareness (especially discomfort) can become your most powerful signal back to alignment.Judi's Soul Dives - https://stan.store/HOLLAVERSE/p/soul-dive-with-judiTimestamps00:00 — The question that opens every interview: “Who are you?”02:30 — Why success can make identity more fragile, not stronger05:10 — The moment external advice drowned out inner knowing07:45 — “I was going bankrupt internally while everyone else got rich”10:30 — The dark spiral: money loss, confidence loss, self-loss13:00 — The difference between brain safety and soul truth15:20 — Practical self-leadership when you still have bills to pay18:40 — Scheduling spirituality instead of waiting for stillness22:10 — Finding peace inside chaos (even Times Square)25:30 — Human Design as a map back to alignment29:00 — Why bitterness is a warning signal, not a flaw32:15 — Projectors, decision-making, and riding emotional waves36:40 — Why most leadership cultures block creativity40:00 — Improv, failure, and psychological safety at work44:30 — Recreation as the fastest path to reinvention48:00 — Who Judi is becoming now50:00 — Final reflections on self-trust and expression****Get your copy of Personal Socrates: Better Questions, Better Life Connect with Marc >>> Website | LinkedIn | Instagram |*A special thanks to our mental fitness + sweat partner Sip Saunas.

– Has there been a book written about Soul Patts? – What about the yield from a geared ETF? – What would you do with seven figures? – What about private credit – Do you sell when trust is gone?See omnystudio.com/listener for privacy information.

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust Pod, we talk about why there is more opportunity in the market right now than most agents realize

Get access now to 7 Figure Medicare University: Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust Pod, I talk about the future of the Seven Figure Facebook Group and what's changing moving forward. We cover how the group will better support agents, improve the quality of conversations, and continue to add real value for members as the community grows.

In this episode of the Seven Figure Consultant Podcast, originally broadcast in February 2023, I want to share how I learned how to coach women to realize their own unique abilities so they can help you grow. Learn more about my Limitless Coaching Plan as I explain how I can coach you to achieve your full potential and earnings and help you break the glass ceiling and truly be limitless in your business. In this episode: [01:00] My business and coaching evolution. [05:00] Using your unique abilities and skills as a woman in business. [12:00] Finding the right support for your business. [16:00] What my Limitless Coaching consists of.  Key Takeaways:  Don't limit your achievements - expect that you can keep growing in your business. Refuse to be contained by the glass ceiling and let yourself be limitless.  Quotes:  "You are the pioneers. You're doing things that women are not typically considered able to achieve." - Jessica Fearnley "No one can tell you what you're capable of doing. All we can do is take the lid off and see where our intuition takes us." - Jessica Fearnley Useful Links Get in touch with Jessica to discuss your consulting business Jessica's LinkedIn Free Guide: Growing Your Consulting Business to Seven Figures

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust Pod, we break down CMS's response to multiple state Departments of Insurance and what this means for agents going forward. We also dive into the recent wave of ACA subsidy rejections and why so many consumers are being caught off guard. This is a must-listen if you want to stay ahead of the regulatory changes shaping our industry.

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this episode of the Seven Figures or Bust podcast, we recap the highs, lows, and surprises from this year's AEP

Ever wondered what would actually happen if you disappeared from your business for two whole weeks—or longer? Most entrepreneurs think they can't, but here's the twist: the secret to real freedom isn't hustling harder or closing more deals. It's something way less obvious (and honestly, kinda counterintuitive), and it's hiding in plain sight inside your business right now. Austin once had to call 911—twice—before he figured it out. Curious what he changed so he could finally unplug, stress-free? Stick around... the answer might surprise you.If you can turn your business into a machine, you unlock time freedom, high profits, and the ability to scale—systems are the secret sauce.—Austin NetzleyConversation Highlights:Discover how building scalable business systems can unlock new growth opportunities without burning out your resources.Learn the secrets to running mastermind groups that actually accelerate your business progress and expand your network.Understand why having solid internal systems is a game-changer for delivering consistent value to your clients.Apply a strategic approach to business growth that helps you avoid common pitfalls and scale smarter, not harder.Master your numbers to gain clear insights that drive confident decisions and boost your business's financial health.Resources:Visit Austin's website at 2x.co for more information about his services and resources.Download or access Austin's book, The Two Week Vacation Test, at 2x.co/friend.Check out Austin's other book, From Six to Seven Figures, available through his website or by searching his name.Google Austin Netzley to find more about his work, books, and contact information.Reach out to Austin directly through his website (2x.co) if you want to take your business to the next level or inquire about his programs.Strengthening internal systems is key to maintaining consistent success within a business. Efficient processes improve communication, reduce errors, and increase productivity across teams. Entrepreneurs who invest in refining their internal workflows create a strong foundation for scalable growth. – – – – – – – – – – – – –

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businessesOn this episode of the Seven Figures or Bust podcast, we break down the events every Medicare agent should have on their radar for 2026. From can't-miss industry conferences to high-ROI networking opportunities, we cover where to spend your time — and where not to. Tune in to get your 2026 event strategy locked in.

What does it really take to scale a home services business from a shoestring budget to seven figures and then do it five times over? In this episode of Sharkpreneur, Seth Greene interviews Teddy Slack Jr., Founder of BizScore.ai, who has built and scaled five different service-based businesses from scratch to seven figures. He's a serial entrepreneur who transformed an $8,000 startup into a company generating 43% EBITDA—before selling it at a five-times multiple. In this episode, Teddy shares his journey, his lessons on marketing, pricing, and leadership, and why he's now documenting his newest venture in real time for contractors everywhere. Key Takeaways: → Why flat-rate pricing revolutionized his industry and boosted closing rates. → The importance of tracking marketing ROI instead of “throwing spaghetti at the wall. → Why getting out of day-to-day operations is the key to scale and freedom. → The mindset shift every contractor must make to turn a job into a business. → The challenges and opportunities of entering a brand-new industry from scratch. Teddy Slack Jr. helps blue-collar business owners turn chaos into clarity and profit. Over the last 20 years, he has successfully built five service-based businesses from scratch to seven figures, all within their first 12 months. Most recently, he scaled and exited his home service business for a 5x multiple, growing it to $1.6 million in annual profit with zero owner involvement. Today, Teddy partners with select owner-operators as a strategic growth operator, bringing the systems, financial discipline, marketing power, and leadership infrastructure necessary to scale businesses without burnout or guesswork. Unlike traditional coaching, Teddy works hands-on in the trenches with business owners to turn their operations into streamlined, profitable machines that can run and eventually sell without them. Teddy is also the creator of BizScore, an AI-powered financial health tool that helps service businesses assess their financial situation and take action to plug profit leaks and grow with confidence. Connect With Teddy: Website: https://www.bizscore.ai/ YouTube: https://www.youtube.com/@teddyslack LinkedIn: https://www.linkedin.com/in/teddyslack/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this episode of the Seven Figures or Bust pod, we break down the EMERGENCY news surrounding CMS' sudden rule change proposal

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust pod, we talk about what agents need to know with only two weeks left in AEP. We break down the biggest opportunities, the pitfalls to avoid, and the strategies that can help you finish strong. If you want to maximize the final stretch, this episode is a must-listen.

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust Pod, we break down real-world examples showing that AI isn't nearly as advanced as people assume. We highlight the moments where AI still struggles, gets things wrong, or just can't replace human judgment. It's a reality check on what AI can actually do today versus the hype.

Join us at the Seven Figure Medicare Agent Summit: https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we break down the end of the government shutdown and what it really means for the ACA. We cover how the restart of operations could impact enrollments, subsidies, and marketplace stability. If you work with ACA clients, this episode gives you the key insights you need.

Send us a textDr. Latifat shares how she went from –$200K to seven figures in 5 years. Learn the mindset, systems, and principles every woman physician needs to automate wealth, build peace, and take control of her money—without more hustle or shameShe also discussed how how brand new program 6 to 7 will be helping more women physicians automate their path to 7 figures www.moneyfitmd.com/6to7 for more details. Key TakeawaysThe first million is always the hardest—but once you build momentum, wealth compounds faster than you think.Money isn't the end goal; it's the raw material that gives you choice, freedom, and peace.Debt freedom—not just being debt-free—is what allows your money to work for you instead of the other way around.The emotional side of money—fear, guilt, and anxiety—can silently block your growth more than any spreadsheet.With the right structure, strategy, and community, you can automate your path to seven figures and beyond.

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businessesOn this episode of the Seven Figures or Bust podcast, we dive into a hot topic — should agents be selling non-commissionable plans? We break down the pros, cons, and long-term implications for your business. If you're wondering how to handle these plans strategically, this episode is for you.

 Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this episode of the Seven Figures or Bust podcast, we discuss how the Delaware Department of Insurance has now joined the Idaho DOI in taking action. We unpack what this means for agents, the industry implications, and how these moves could shape future compliance trends. It's an important update every Medicare agent should know about!

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we dive into the recent cease and desist order sent out by the Idaho Department of Insurance. We break down what happened, why it matters, and what agents can learn from it. Don't miss this one — it's a wake-up call for anyone in the Medicare space!

Hey Community family, today is a joint episode with Janette from the Anxiously Ambitious podcast. Kristina and Janette recently attended the Seven Figure Founder Retreat with Create & Cultivate and they are still reeling in the best way.This podcast episode is a full debrief; the speakers, lessons and the takeaways from women who've hit seven figures. They're talking about:Why being in the room will change your business forever.The ripple effect of just one powerful introduction.What it really takes to build generational wealth through an exit.Why a lean team can be a secret weapon, even in nine-figure businesses.Why founders need to learn how to receive.And how to keep business fun while scaling big dreams.The right room changes everything.Mentioned in Episode:Janette DownieAnxiously Ambitious PodcastCreate&CultivateLinkedIn Starter PackWork with The Social Snippet!Join The High Vibe Women Online CommunitySend me a text!Support the showFor Your Information: • Host your podcast on Buzzsprout! •Join The High Vibe Women Online Community! • Join our favourite scheduling platform Later • FLODESK Affiliate Code | 50% off your first year! Don't forget to come say hi to us on Instagram @thesocialsnippet, join the Weekly Snippet or follow us on any social media platform! Website . Instagram . Facebook . Linkedin

Take advantage of $19 Med Supp leads here: https://leadheroes.com/ On this episode of the Seven Figures or Bust podcast, we react to a late-night talk show host who takes aim at Medicare Advantage plans while giving his take on Med Supps.

In this episode of the Seven Figure Consultant Podcast, I tackle one of the misconceptions that I hear from B2B consultants all the time! They want to get to seven figures, but they also love the idea of a lifestyle business - and they think they can't have both. I talk about how it's possible to create a ‘seven-figure lifestyle business' by offering high-ticket consulting packages, streamlining operations, and pricing based on expertise - not hours.  I also introduce my VIP Strategy Intensive, designed to help consultants craft $100,000 offers and a clear revenue map. With the right strategy and support, you can achieve both financial success and personal freedom.   Quotes:  “The big thing that we all want post corporate and that feels elusive for so many consultants, is the freedom lifestyle. The time freedom. Not just replicating your 80 hour working weeks in your business, or feeling like you just swapped entities from being employed to self employed but apart from that very little has changed.” “Because this work involves getting paid for your brain and your corporate experience, not getting paid for the hours you work or the outputs and deliverables you produce - this can be very light on time. They're not paying you for the hours, they're paying you for the years.” “I often say to my clients: look we are taking you into unknown territory here. You've worked hard all your life - through school, in your exams, through college, through your corporate career. You know how to work hard but you're ready to learn how to work smart. And it might feel uncomfortable at first but it is worth it.”   Useful Links Free Guide: The Business Remodel - Craft Your $100k Offer Get in touch with Jessica to discuss your consulting business Join the weekly newsletter for women consultants Buy Too Much on Amazon Leave a rating and review for the Seven Figure Consultant Podcast Connect with Jessica on LinkedIn Follow Jessica on Instagram

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

In this episode, I talk with Shay Brown, co-founder of Bucket List Bombshells, about building a multi-seven-figure business while embracing a four-day workweek. Shay shares insights on achieving professional success without the hustle and how her business has empowered over 10,000 women globally through efficient business practices.Key highlights include:Four-Day Workweek Benefits: how this shift has enhanced personal well-being and productivityLead Generation Strategies: their successful partner workshop model for generating leads with minimal timeLeveraging Strengths: the effective division of responsibilities between Shay and Cassie, her business partnerPersonalization in Client Engagement: the need for connection in a changing digital landscapeAdapting to Trends: observations on consumer behavior changes post-pandemicThis episode is filled with practical advice for entrepreneurs seeking balance and success. Tune in for inspiration and actionable strategies to fuel your business's growth!FREEBIE! SHAY'S DREAM CLIENT PLAYBOOK: https://bucketlistbombshells.com/worklessearnmoreShay's Website: https://bucketlistbombshells.comShay's Instagram: https://instagram.com/bucketlistbombshellsShay's Programs: https://bucketlistbombshells.com/programsRegister now for your FREE ticket to Start-Scale-Succeed 2025:https://gillianperkins.com/sss-registerChapters:0:02: Growing Your Business with Less Time1:28: Freedom and Balance in Entrepreneurship2:14: Shea Brown's Journey to Success4:06: Balancing Roles in a Business Partnership7:01: Effective Client Coaching Strategies9:17: Marketing Strategies for Online Businesses17:56; Nurturing Leads After Initial Contact23:27: Expanding Audience Beyond Workshops26:49: Understanding Product Offerings and Sales29:32: Revenue Streams and Financial Insights31:07: The Origin Story of Bucket List Bombshells39:17: Adapting to Changes in the Online Space39:46: Connecting with Shay Brown OnlineWant to quit your job in the next 6-18 months with passive income from selling digital products online? Check out Startup Society.Have you already started your business, but it isn't generating consistent income? Schedule a free, 30-minute strategy session with our team to get unstuck!FREE Resources to Grow Your Online Business:Grab our free course, Small Business 101: https://gillianperkins.com/free-training-small-business-101/ Write a Profit Plan for Your Business : http://gillianperkins.com/free-profit-plan Work with Gillian Perkins:Apply for $100K Mastermind: https://gillianperkins.com/100k-mastermind Get your online biz started with Startup Society: https://startupsociety.com Learn more about Gillian: https://gillianperkins.com Instagram: @GillianZPerkins

Why are you a CQA and not a CEO if you don't implement systems in your practice? Which simple practices help you convert leads into clients? Why is fear never […] The post The Exact Five Steps to Get to Seven Figures with Nicole McCance | POP 1277 appeared first on How to Start, Grow, and Scale a Private Practice | Practice of the Practice.

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast

Want to know what REALLY goes into hitting that 8 figure mark as an entrepreneur? Well, so TF do we. That's why Nicole has a Unicorn Present for us today in the form of the Queen of Social Media herself, Rachel Pedersen. Rachel is a Social Media Strategist and Marketing Consultant who helps busy people with big dreams to build thriving businesses without sacrificing their family, friends... or their sanity. And after hitting 8 figures in 8 years, it's safe to say she knows a thing or two about building a lasting empire. Between trying to get her to cuss and talking about her sauce making skills, we are peeling back the layers of what it really looks like to become a 7 and 8 figure entrepreneur. So press play and buckle up because we're stepping into a whole new frequency.  Want to connect with Rachel? Follow her on Facebook or Instagram.  Looking for more 7 figure insights to help you scale to six figure months... or six figure days? ✈️

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we break down the Birthday Rule for Medicare Supplement plans and what it really means for agents and clients.

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we dive into what I'd do if my area got absolutely crushed this AEP.

Take advantage of $19 Med Supp leads here: https://leadheroes.com/On this episode of the Seven Figures or Bust podcast, we dive into the wild world of agents who report other agents.

What if the key to financial freedom isn't just about earning more—but preparing for the moment you won't love your job anymore? In this episode, host Casey Combest sits down with Sam Dogen, better known as the Financial Samurai, to talk about his new book Millionaire Milestones: Simple Steps to Seven Figures. Sam shares practical strategies on forecasting your misery, managing inconsistent income, celebrating wins without losing focus, and investing with perspective in uncertain markets. Whether you're a sales professional juggling commission, a leader steering a team through change, or someone planning for long-term independence, this conversation is packed with lessons to help you build wealth and lead with confidence.

Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

Get access now to 7 Figure Medicare University:Lifetime access:https://sevenfigureu.com/On this episode of the Seven Figures or Bust podcast, we dive into whether Medicare Supplement plans could be the hidden key to saving your AEP.

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this spooky

In this episode, Darnyelle and I get real about what it takes to build a business that feels good inside, not just looks good on the outside. We talk about everything from scraping by (yes, including bankruptcy) to shifting money beliefs, setting up systems that don't burn you out, and what success really means when you're living it your way. If you're creating a course, running a membership, or coaching clients—and you want both growth and heart—this one's for you. Key Takeaways Alignment of Values + Goals is Essential Don't build a business purely for revenue—clarity on what you really want (freedom, purpose, legacy) will drive more consistent, fulfilling decisions. Mindset around Money is One of the Biggest Leverage Points Many blocks live in our beliefs about worthiness, safety, and identity. Shifting these unlocks more possibilities than just increasing efforts or marketing. You Can Raise Your “Money Set Point” What you believe is possible financially becomes a ceiling unless intentionally expanded. Recognizing and shifting money beliefs (especially those rooted in childhood or culture) is powerful. Sustainability Needs Both Internal Work & External Systems Working on mindset alone isn't enough; you also need business systems—processes, finances, team, operations—that support growth without burnout. Redefining Success Might Mean Different Metrics for You Success doesn't always mean “seven figures.” It might mean freedom, alignment, making an impact, or living on your terms. It's okay (and powerful) to define it for yourself. Systemic & Generational Context Matters Women, people from marginalized backgrounds, or those with less financial inheritance often have additional layers of challenge. Recognizing this helps in compassionately dismantling barriers. If you enjoyed this episode then please feel free to go and share it on your social media or head over to Apple podcasts or Spotify and give me a review, I would be so very grateful. LINKS TO RESOURCES MENTIONED IN TODAY'S EPISODE Connect with Darnyelle Jervey Harmon on Website, Facebook, X, Linkedin, Instagram Connect with Teresa on Website,

The Agency Hiring Roadmap: How to Build a Team That Scales to Seven Figures When we first started our agency, we made every hiring mistake imaginable. Random hires, the wrong roles at the wrong times, and no clear structure. But fast forward to today,our agency generates over $7M per year with 47 full-time employees, and [...] The post The Agency Hiring Roadmap: How to Build a Team That Scales to Seven Figures appeared first on Seven Figure Agency.

Everybody loves a gold star... but do you know what entrepreneurs love even more? Going from 6 to 7 figures at lightning speed. It's no secret that Nicole hit $1M in the first year of her business... but success leaves MF clues and now she has TWO clients who have activated their million dollar run rate, at the SAME TIME, just seven months after VIP days with her. So what IS the secret to slipping into that attractive AF seven figure frequency? If you're willing to pull on your big girl panties, channel your best Elle Woods and say "What? Like it's hard?" - this is for YOU. Press play to get the shifts and clarity to create rapid results and activate YOUR million dollar run rate.  PS. Leverage the power of proximity and amplify your energy to become that seven figure version of you

Discover how you can join the course today!:https://sevenfigurecrm.com/how-to-find-and-purchase-books-of-businessesOn this episode of the Seven Figures or Bust podcast

Since 2022, commercial real estate (CRE) investors have endured one of the toughest stretches in decades. Surging inflation drove mortgage rates higher, cap rates expanded, and property values sank. The mantra became clear: “survive until 2025.” Now, with inflation cooling, rates easing, and capital returning, the tide may finally be turning. In this episode, I sit down with Ben Miller, CEO of Fundrise, who shares why he's more optimistic about CRE's future—and why the next three years could be far better than the last. Invest In CRE In A Diversified Way If you're looking to gain exposure to commercial real estate, take a look at Fundrise. Founded in 2012, Fundrise now manages over $3 billion for 380,000+ investors. Their focus is on residential-oriented commercial real estate in lower-cost markets - assets that tend to be more resilient than office or retail. Throughout the downturn, Fundrise continued deploying capital to capture opportunities at lower valuations. Now, as the CRE cycle turns, they're well-positioned to benefit from the rebound. The minimum investment is just $10, making it easy to dollar-cost average over time. I've personally invested six figures into Fundrise's CRE offerings, and I appreciate that their long-term approach aligns with my own. Fundrise has also been a long-time sponsor of Financial Samurai, which speaks to our shared investment philosophy. Related post: The End Of The CRE Recession Is Finally Here  Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. You can also get my posts in your e-mail inbox as soon as they come out by signing up here. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise.

Gain access to Everything Senior Insurance: https://eseniorinsurance.com/On this episode of the Seven Figures or Bust podcast, we dive into the Top 5 books that had the biggest impact on my business and personal growth. I break down the lessons I learned and how each book helped shape my success in the insurance industry. Tune in to see if any of these game-changing books should be on your reading list!

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we dive into why victim mentality is a sickness and how it can hold you back as an agent. We break down the mindset shifts you need to succeed and take control of your business growth.

Learn how to sponsor the Seven Figure Medicare Agent Summit:https://sevenfiguremedicareagentsummit.com/On this episode of the Seven Figures or Bust podcast, we break down how agents can dominate AEP without relying on Medicare Advantage sales.

In this episode of Beer and Money, Ryan Burklo discusses the financial risks that arise once individuals surpass the seven-figure mark in assets. He emphasizes that contrary to popular belief, reaching this milestone does not simplify financial management; rather, it introduces new complexities and risks. The conversation highlights three main issues: the shift in control from savings to investments, the feeling of being stuck in wealth accumulation, and the dangers of concentrated holdings in investments. Burklo stresses the importance of having a coordinated financial strategy to navigate these challenges effectively. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Many Americans believe reaching seven figures makes finances easier. Significant risks can arise after surpassing seven figures. Investment growth often outpaces savings after reaching seven figures. Feeling stuck is common when trying to accumulate more wealth. Concentrated holdings can lead to substantial financial losses. A coordinated financial strategy is essential for wealth management. It's crucial to understand the risks associated with investments. Professional guidance can help navigate complex financial decisions. Wealth preservation is as important as wealth accumulation. Having a plan is vital to mitigate risks. Chapters 00:00 Understanding Financial Risks Beyond Seven Figures 03:11 Investment Growth vs. Savings Control 05:53 Feeling Stuck: The Challenge of Wealth Accumulation 08:48 Concentration Risk and Wealth Preservation

When I first started my agency, I had no clients, no recurring revenue, and no systems. The business failed to break $10K a month, and I barely paid myself. Fast forward, I rebuilt from the ground up, and that same business now does $7M per year with 150+ active clients. The difference came down to [...] The post The 4 Pillars Every Agency Needs to Scale to Seven Figures appeared first on Seven Figure Agency.

In this solo episode, I want to clarify how the tax-free home sale exclusion works. For those who want to move back into their rentals to then qualify after two years, there is a pro-rated amount you need to implement.  See this post for more details: How To Use The Tax-Free Exclusion Amount Every Two Years To Save On Capital Gains (https://www.financialsamurai.com/how-to-strategically-use-the-tax-free-home-sale-exclusion-every-two-years/) Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. Listen and subscribe to The Financial Samurai podcast on Apple or Spotify. I interview experts in their respective fields and discuss some of the most interesting topics on this site. Your shares, ratings, and reviews are appreciated. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise.

On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into AI, venture capital, and what it really takes to get into the best deals. Key Takeaways from the Podcast 1. AI Growth and Market Dynamics Revenue growth is accelerating in big AI companies like Anthropic. There's an AI benchmarking race where many products seem similar, but differentiation still matters—Ben Miller doesn't believe AI is a commodity at all. The biggest AI players continue to extend their lead, creating a “winner-take-most” dynamic. 2. Venture Capital Strategy and Concentration How much concentration is acceptable in a venture fund: up to 50% of the portfolio can be concentrated in just two companies. Importance of building a pipeline (“bench”) of potential giants like OpenAI, Anthropic, and Databricks. Leveraging scouts in key hubs like San Francisco to source the next wave of private growth companies. 3. Valuation and Economic Concepts Growth-Adjusted Revenue Multiple as a more nuanced valuation approach for high-growth companies. Baumol Effect – rising costs in labor-intensive sectors despite limited productivity gains, and how this might influence AI adoption and consumer behavior. 4. Access and Allocation Challenges Figma IPO: Allocation was difficult even for well-connected investors; demand for strong growth companies far outstrips supply. Innovation Fund's approach: invested in 6 of the top 50 companies on the CNBC Disruptor list. The battle of connections and wealth—strong networks often determine who gets into the best deals. See related post:  The Futility Of Chasing Allocation In A Hot IPO Company 5. Strategic Advantages for Investors Directing a 2M+ user base to both invest in and use portfolio company products (examples: Ramp, Flywheel) as a growth driver. Using product adoption to create a feedback loop of higher valuations and more capital access. 6. Macro Perspectives on AI China's optimistic, aggressive push into AI contrasts with America's more cautious and sometimes pessimistic stance. Why I'm personally increasing my allocation to AI—both as a long-term growth opportunity and as a hedge against missing the next big wave. Invest in Private Growth Companies With Fundrise Companies are staying private longer, which means more gains go to early private investors rather than the public. If you don't want to fight in the IPO “Hunger Games” for scraps, consider Fundrise Venture. About 80% of the Fundrise venture portfolio is in artificial intelligence—an area I'm extremely bullish on. In 20 years, I don't want my kids asking why I ignored AI when it was still early. The investment minimum is just $10, compared with $200,000+ for most traditional venture funds (if you can even get in). You can also see exactly what the fund holds before you invest, and you don't need to be an accredited investor. Subscribe To Financial Samurai  Pick up a copy of my USA TODAY national bestseller, Millionaire Milestones: Simple Steps to Seven Figures. I've distilled over 30 years of financial experience to help you build more wealth than 94% of the population—and break free sooner. To expedite your journey to financial freedom, join over 60,000 others and subscribe to the free Financial Samurai newsletter. Financial Samurai is among the largest independently-owned personal finance websites, established in 2009. Everything is written based on firsthand experience and expertise. To Your Financial Freedom, Sam