Podcasts about true wealth

Send us Fan MailMoney is easy to count, but the kind of wealth that actually lasts is harder to measure. We're talking about relationship capital: the trust, presence, and love you build in your family that becomes your real legacy. When life reaches its most fragile moments, nobody asks for a balance sheet. They ask for their people. That truth reframes everything about success, generational wealth, and what it means to leave something meaningful behind. We share a simple way to evaluate your “relational health” like a KPI, then we get practical with five communication frameworks that make hard conversations clearer and safer. You'll hear how to set up a clarifying conversation when something feels messy, how to approach a coaching conversation without damaging trust, and how a collaborative conversation can turn family planning into a shared win instead of a stress spiral. Then we lean into the two most overlooked tools for a strong family culture: caring conversations that communicate “I'm here,” and celebration conversations that mark progress and reinforce what's good. If you want better family communication, stronger relationships, and a legacy that your kids and grandkids can feel, this is a blueprint you can use right away. Subscribe, share this with someone you love, and leave a review. What kind of conversation do you need to start this week?Support the show

Most investors spend their time deciding what investments to own. Far fewer spend time thinking about where those investments should be held. In this episode, Tyler Emrick, CFA®, CFP®, breaks down one of the most overlooked tax planning strategies in retirement: asset location. Using research from Vanguard, Tyler explains how placing the same investments in different accounts—taxable, traditional IRA/401(k), and Roth—can improve after-tax wealth without taking additional investment risk. In this episode, Tyler covers: What asset location is—and why it's different from asset allocation. Vanguard's research on improving after-tax returns. Where different investments generally belong. Why Roth accounts deserve special consideration. Common mistakes investors make when organizing their portfolios. Why asset location should evolve throughout retirement.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Facebook: https://www.facebook.com/TrueWealthDesign/  LinkedIn: https://www.linkedin.com/company/true-wealth-design/  X: https://x.com/truewealthdesgn    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

What if nonprofit leaders stopped seeing wealth as something separate from mission and began viewing it as the capacity to create greater impact? In this episode of The Nonprofit Exchange, Hugh Ballou talks with Nathan Barkocy about moving from scarcity thinking to an abundance mindset grounded in stewardship, time, relationships, faith, and sustainable impact. Episode Summary Nonprofit leaders talk often about generosity, sacrifice, stewardship, and service, yet the word wealth can still feel uncomfortable in mission-driven organizations. Nathan Barkocy challenges that tension by redefining wealth as something much larger than financial accumulation. In his view, true wealth includes money, but it also includes ownership of time, meaningful relationships, purpose, faith, health, resilience, and the ability to multiply positive impact for others. Nathan's perspective was shaped by a life-changing experience. At age 16, while a nationally ranked competitive cyclist with ambitions of reaching the Tour de France and the Olympics, he was struck by a car traveling about 60 miles per hour. He survived, spent two weeks in a coma, and awoke paralyzed. Recovery required him to relearn how to walk, talk, and eat. That experience reshaped his understanding of what is truly valuable and led him to live by the conviction that tomorrow is never promised. For Nathan, time became the most limited and precious asset because once it is spent, it cannot be recovered. That insight became foundational to his philosophy of True Wealth. Nathan explains that money matters because it provides capacity: the capacity to build, to give, to serve, and to expand impact. But money is not the final measure. True wealth is revealed in what a person or organization is able to multiply for others. The conversation turns directly to the nonprofit sector and the persistent scarcity mindset that can limit leaders and organizations. Nonprofits often operate from assumptions such as "we can't afford it," "there isn't enough," or "we have to do everything ourselves." Nathan argues that leaders should instead begin with a different question: How much impact do you want to make? He points to the abundance of capital and opportunity already present in the marketplace and encourages nonprofit leaders to recognize that many people with resources are actively looking for meaningful ways to create social impact. Hugh and Nathan also explore wealth as stewardship rather than accumulation. Nathan distinguishes among old wealth, new wealth, and true wealth. Old wealth emphasizes long-term accumulation and preservation. New wealth often reflects entrepreneurial speed, visibility, and lifestyle. True wealth, as Nathan describes it, integrates the useful aspects of both while focusing on ownership of time, multiple streams of income, personal well-being, and impact. For nonprofit leaders, that means treating money as fuel for the mission rather than as something to fear or avoid. A major part of the conversation centers on relationships. Nathan emphasizes the "power of association" and the importance of intentionally surrounding yourself with people who can expand your thinking, open doors, and help you grow. He credits his relationship with Sharon Lechter, co-author of Rich Dad Poor Dad and his co-author on Old Wealth. New Wealth. True Wealth., as an example of how mentorship and association can transform opportunity. His father's advice captures the idea simply: "Show me your friends and I'll show you your future." For nonprofits, this relational wealth has practical consequences. Strong relationships with donors, investors, community leaders, mentors, and other nonprofit professionals can expand both funding and influence. Nathan describes the nonprofit model as a potential win-win-win: when organizations create value for others, donors and partners can participate in that impact, and the broader community benefits. Faith is another essential part of Nathan's understanding of abundance. His encounter with death deepened his gratitude for each day and reinforced the importance of using time intentionally. He describes every day as "an abundance of opportunity" and connects true wealth with creating positive relationships and building God's kingdom through meaningful impact. Nathan closes with practical advice for leaders who recognize that they have been operating from scarcity: get into the right rooms. Surround yourself with people who are where you want to be, learn from people who have created the kind of impact you seek, and stop allowing limited beliefs to determine the size of your mission. The amount of impact a nonprofit can create, he argues, is deeply connected to the abundance mindset of its leaders. ·       True wealth includes money, but it also includes time, purpose, faith, health, relationships, resilience, and the ability to create impact. ·       Time is a finite asset. Nonprofit leaders should audit how they spend it and whether those choices move the mission forward. ·       Scarcity thinking can limit an organization's impact long before actual resources do. ·       Money is not the mission, but it is fuel for the mission. ·       Wealth is strongest when it is stewarded and multiplied for others rather than merely accumulated. ·       Relationships are a form of capital. The people around a leader can expand opportunity, learning, funding, and impact. ·       An abundance mindset begins by recognizing that there are people, resources, and opportunities available to support meaningful work. ·       Leaders should intentionally place themselves in rooms with people who challenge and expand their thinking. “Tomorrow is never promised. Make the most of today.” “True wealth is measured in what you multiply for others.” “Every day is an abundance of opportunity.” “Show me your friends and I'll show you your future.” Nathan Barkocy is an entrepreneur, keynote speaker, mentor, and advocate for a broader definition of wealth. After surviving a near-fatal accident as a teenager, he rebuilt his health, faith, and life and developed a philosophy centered on ownership of time, purpose, relationships, generosity, and sustainable impact. He is a co-author of Old Wealth. New Wealth. True Wealth. with Sharon Lechter and leads the True Wealth Community for proactive and aspiring entrepreneurs. Nathan Barkocy: https://nathanbarkocy.com Key TakeawaysMemorable Ideas from the ConversationAbout Nathan BarkocyLearn More Learn more about your ad choices. Visit megaphone.fm/adchoices

Oft propagieren Vorsorgespezialisten die stufenweise Reduktion des Anlagerisikos im Hinblick auf den altersbedingten Bezug der 3a-Gelder.Dabei wird typischerweise die Aktienquote gesenkt. Das klingt zunächst vernünftig.Aber im aktuellen Coffee Break erfährst du, warum dieses Vorgehen nicht zwingend und manchmal sogar schädlich ist.Veränderst du die Allokation in deinem 3a-Portfolio im Vorfeld deiner Pensionierung? Schreib mir ein Mail.Mehr über True Wealth erfährst du hier.

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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Many retirees spend decades building wealth, only to struggle with using it once they retire. If you've ever wondered, "Can we really afford this?" or found yourself hesitating to spend despite being financially secure, you're not alone. In this episode, Tyler Emrick, CFA®, CFP®, discusses why so many retirees struggle to spend confidently and how ongoing financial planning provides clarity around life's biggest financial decisions. Through real client stories, Tyler explains how retirement planning goes far beyond managing investments—it's about helping people confidently use the wealth they've spent a lifetime building. In this episode, Tyler covers: Why nearly 40% of retirees struggle to spend their savings. The shift from saving for retirement to spending in retirement. Real client stories about relocating and helping adult children financially. Why regular planning reviews create confidence. How a good advisor helps clients evaluate options and make better financial decisions. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Facebook: https://www.facebook.com/TrueWealthDesign/  LinkedIn: https://www.linkedin.com/company/true-wealth-design/  X: https://x.com/truewealthdesgn    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

I've got so many friends right now in one of the most popular and lucrative spaces.....   They're making sick money.......   One friend does $2M a week in stem cell sales.    Another just sold his company for $50M.    Peptides.    Testosterone and Estrogen replacement therapy.    Why do I tell you this?    In the coming few months, I'm going to make a move in this space.    I've worked hard and built companies.    And I want to be around for a very long time to enjoy what I have.    If AI is going to replace us all and create a world of Universal Basic Income, we're going to need to be in the best health in our lives.     I may as well invest in that sector so I don't have to only rely on UBI.    I have another friend who sold his company at 55 and had a heart attack.    One of my first mentors told me the biggest regret he had was quitting working out.     He was never able to get back to it because he had let it go.    Remember, Health is Wealth.    You can still move and enjoy the mobility of the world if you start preparing today.    Get to work.    About the ReWire Podcast   The ReWire Podcast with Ryan Stewman – Dive into powerful insights as Ryan Stewman, the HardCore Closer, breaks down mental barriers and shares actionable steps to rewire your thoughts. Each episode is a fast-paced journey designed to reshape your mindset, align your actions, and guide you toward becoming the best version of yourself. Join in for a daily dose of real talk that empowers you to embrace change and unlock your full potential.    Learn how you can become a member of a powerful community consistently rewiring itself for success at https://www.jointheapex.com/   Rise Above 

How much should you have saved for retirement? It's one of the most common questions people ask, and new retirement savings data from Fidelity gives us a chance to see how Americans compare. But while the numbers are interesting, they don't answer the most important question: Will your resources support the retirement you want to live? In this episode, Tyler Emrick, CFA, CFP® reviews the latest retirement savings data, explains why averages can be misleading, and shares real-life examples of why income, lifestyle, and thoughtful planning matter more than simply comparing account balances. We discuss: What Fidelity's latest retirement savings data shows by age and generation Why average and median tell two very different stories Why retirement readiness is about much more than your 401(k) balance How pensions and guaranteed income can significantly change the retirement equation Why two families with similar account balances can have completely different retirement outcomes A better way to measure retirement readiness than comparing yourself to everyone else Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Facebook: https://www.facebook.com/TrueWealthDesign/  LinkedIn: https://www.linkedin.com/company/true-wealth-design/  X: https://x.com/truewealthdesgn    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Gewisse Online-Broker preisen gebührenfreie ETF-Sparpläne an. Gratis gibt's aber fast nichts in der Finanzwelt. Ist etwa die Handelsspanne zu breit gestellt, zahlst du mehr für deine ETF-Anteile als du müsstest.Spannend ist, wie Sparplan-Anbieter, ETF-Emittenten, Market Maker und Börsen zusammenarbeiten, damit sie alle etwas verdienen.Teile deine Erfahrungen mit ETF-Sparplänen und schreib mir ein Mail.Mehr über True Wealth erfährst du hier.

Mary and Father Eamonn explore the parables of the hidden treasure, the pearl of great price, and the dragnet. They discuss how earthly pursuits like wealth and retirement pale in comparison to spiritual investment, drawing parallels to gold miners in the Yukon who sift through tons of rubble for dust, and challenging listeners to examine […] L'articolo Gospel Tidings – The Parables of True Wealth – Mary Hooton and Fr Eamonn – 17th Sunday OT [Year A] proviene da Radio Maria.

Many people assume they have to wait until age 59½ before they can retire because that's when retirement accounts generally become available without the 10% early withdrawal penalty. But in reality, early retirement is often less about how much you've saved and more about how you access your money. In this episode, Tyler Emrick, CFA, CFP® discusses the planning strategies that can help bridge the gap before traditional retirement account access, why saving across different account types creates flexibility, and how thoughtful income planning can make early retirement a realistic option. We discuss: Why age 59½ matters—and why it doesn't necessarily determine when you can retire Planning opportunities including the Rule of 55, 72(t), and Net Unrealized Appreciation (NUA) Why taxable brokerage accounts, Roth IRA contributions, and cash reserves can create flexibility Building a retirement income bridge before Social Security, pensions, and Medicare begin Healthcare planning before age 65, including COBRA and ACA Marketplace coverage Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/ Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/ Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/   Facebook: https://www.facebook.com/TrueWealthDesign/ LinkedIn: https://www.linkedin.com/company/true-wealth-design/ X: https://x.com/truewealthdesgn   Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Get my new book: https://bronsonequity.com/fireyourselfDownload my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflationIn this episode of The Mailbox Money Show, Bronson Hill and co-host Nate Hambrick welcome Nathan Barkocy for a deeply personal conversation about life, death, faith, and redefining true wealth.Nathan shares his near-death experience at age 16, what he saw in heaven, and how that moment completely transformed his perspective on money, time, risk, and legacy. The discussion covers overcoming adversity, building multiple streams of income, the power of mentorship, and creating wealth that extends far beyond dollars.About the Guest:Nathan Barkocy is the author of Old Wealth, New Wealth, True Wealth (co-authored with Sharon Lechter of Rich Dad Poor Dad fame), a successful real estate investor, entrepreneur, and founder of the True Wealth community. A former nationally ranked cyclist, his life was forever changed by a miraculous recovery that reshaped how he views success and impact.Tune in for an inspiring episode on resilience, faith, and building lasting wealth.TIMESTAMPS0:40 - Welcome | Guest Intro: Nathan Barkocy1:55 - Nate Hambrick on Adversity2:35 - Nathan's Near-Death Experience at Age 165:13 - Near-Death Experience Reshaping Views on Wealth8:07 - Living with Heaven's Perspective on Earth9:24 - The Premise of Old Wealth, New Wealth, True Wealth12:25 - True Wealth as a Graduate Course Beyond Money13:52 - Asset Classes and Cash-Flowing Real Estate16:25 - Boring Investments and Consistent Cash Flow20:28 - Common Mistakes New Investors Make23:25 - Prefab Homes, Land Development, and Innovative Strategies26:20 - True Wealth Community and Mentorship31:10 - Closing Takeaways CONNECT WITH THE GUESTWebsite: https://nathanbarkocy.com/Instagram: @nathanbarkocy#TrueWealth#NearDeathExperience#RealEstateInvesting#FinancialLiteracy#MultipleStreamsOfIncome#FaithAndFinance#MindsetShift

How much money is enough to retire? It may be the most common retirement planning question, but it isn't always the right one. In this episode, Tyler Emrick, CFA®, CFP®, explores why financial security is often more psychological than mathematical and why some retirees with millions of dollars still worry about running out of money. Tyler discusses: Why "enough" often keeps moving Behavioral biases that affect retirement decisions Why many retirees struggle to spend after decades of saving The difference between financial independence and financial confidence Practical ways to think differently about retirement Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode, Bart Zandbergen: True Wealth Defined — Faith, Fitness, Family & a Life of Purpose, I sit down... The post Bart Zandbergen: True Wealth Defined — Faith, Fitness, Family & a Life of Purpose appeared first on WebTalkRadio.net.

More retirees than ever are choosing to work in retirement, whether for additional income, consulting opportunities, or simply because they enjoy staying engaged. In this episode, Tyler Emrick, CFA®, CFP®, discusses the financial planning considerations that often accompany returning to work after retirement. Tyler covers: Social Security earnings limits ACA health insurance before Medicare Medicare and IRMAA considerations How working affects retirement tax planning Deciding whether working is financially and personally worthwhile Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Passive income is not passive in the beginning. And if you stop defending it, it will disappear. In this episode of The Level Up Podcast, Paul Alex breaks down the truth behind the passive income trap and why true wealth requires active defense. Let's be real… You do not build cash flow by pushing a few buttons… Disappearing to the beach… And hoping the money keeps coming forever. That is not wealth. That is a fantasy. In this episode, you'll learn: Why passive income requires active work to build How every system naturally decays without oversight Why founders must shift from operator to defender How auditing, reinvesting, and accountability protect long-term cash flow The truth is simple: The income may become passive. But the responsibility never does. Every asset needs attention. Every operator needs accountability. Every system needs maintenance. Every market shift needs awareness. High-level founders do not get lazy once the money starts coming in. They audit the numbers. They upgrade the systems. They protect the team. They defend the fortress. Because lazy founders lose their empires. Build the system. Audit the execution. Defend the wealth. And keep leveling up. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024Facebook: https://jo.my/fbpaulalex2024YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQLinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Podcast: Determined Society with Shawn French | Adversity & Mindset (LS 50 · TOP 0.5% what is this?)Episode: From Merrill Lynch to Managing $1.5 Billion: Chad Willardson's Journey to True WealthPub date: 2026-07-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationChad Willardson, founder of Pacific Capital, six-time author, father of five, and wealth advisor managing over $1.5 billion, joins The Determined Society for a powerful conversation on faith, family, money, leadership, risk, and building real wealth without losing what matters most. In this episode, Shawn and Chad discuss the moment Chad walked away from Merrill Lynch with no safety net, no clients to take with him, and everyone telling him he was making a mistake. Chad opens up about building Pacific Capital from the ground up, choosing family over hustle culture, walking away from millions of dollars when it did not align with his values, and why success means nothing if it costs you your marriage, your kids, your health, or your peace. This conversation is about wealth, principles, patience, leadership, vision, and the determination to build a life that is successful from the inside out. The Determined Society is hosted by Shawn French — a show for people who refuse to quit. Every episode goes beyond the highlight reel to explore the real stories behind resilience, reinvention, and the relentless pursuit of a life built on your own terms.   Subscribe on YouTube, Spotify, Apple Podcasts, and all others.. If this episode moved you, share it with someone who needs to hear it — and leave a review. It helps more than you know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.The podcast and artwork embedded on this page are from Shawn French | Adversity & Determination Expert, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Many retirees have a unique period between retirement and the start of Social Security and Required Minimum Distributions (RMDs) when their taxable income may be significantly lower than it will be later in retirement. In this episode, Tyler Emrick, CFA®, CFP®, explains why this retirement tax planning window may be one of the biggest opportunities affluent retirees have to improve lifetime tax efficiency. Tyler covers: Why taxes often increase later in retirement Roth conversion opportunities before RMDs Capital gains harvesting strategies Social Security timing considerations Medicare IRMAA planning The widow's tax trap Why waiting too long can permanently reduce planning flexibility Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

Have you ever hit a goal you'd been chasing for years, and instead of feeling proud, you just felt panic? That's exactly what happened to my guest today, and it kicks off one of the most honest conversations we've ever had on this show. In this episode of The Happy Hustle Podcast, I sit down with JP Newman, an entrepreneur, investor, and the founder and chairman of Thrive FP. JP has spent over twenty five years in commercial real estate, closing more than two billion dollars in transactions across roughly twenty thousand apartment units, with close to nine hundred million in lending on top of that. He's also the creator of Fulfillionaire, a coaching framework built for high net worth individuals who've made the money but still feel like something is missing. JP helps people redefine wealth across four areas he calls purpose, people, presence, and play, moving them from fear based money decisions toward clarity, generosity, and a real sense of enough. What makes this episode matter is that JP isn't speaking from a textbook, he's speaking from experience. He told me the story of getting his dream BMW delivered, the exact car he had on his vision board for years, and instead of joy he felt his whole nervous system spike with panic. If you've ever wondered why hitting a financial goal didn't feel the way you thought it would, this conversation is going to hit close to home. Purpose wealth is your legacy, not your goals. JP breaks it down as the why you'd actually die for, not some vague target scribbled on a vision board. Without that kind of clarity, he says you simply cannot get far on your joy map, no matter how much money you stack up. Money and love both flow like a current. JP ties people wealth directly to love, explaining that money and relationships both work like a current, something meant to flow through giving and receiving. Only give and you go broke. Only take and you block the whole thing. It's a simple shift that can change how you show up for your family, your team, and your customers. Presence wealth matters more than time wealth. JP flips the conversation on time, pushing presence wealth instead, which is really your relationship to time itself. Are you actually present in your day, or are you just reacting to your phone and your inbox all day long? Play wealth is a doorway to success, not a distraction from it. Most entrepreneurs skip play wealth because they feel guilty for having fun. JP makes a strong case that play actually fuels everything else, your creativity, your joy, and even your bottom line. The wealth pyramid turns money into a game you actually enjoy. JP walks through liquidity, active income, passive income, and how much you're speculating, all built around knowing your freedom number and creating safety stops for when life throws a curveball. We also dive into the money stories we picked up as kids, the scarcity beliefs that quietly run our adult decisions without us even realizing it. JP gets vulnerable about his own subconscious belief that you can't have it all, and how that belief nearly sabotaged the very success he'd worked so hard for. This episode is loaded with wisdom JP spent decades earning, and he handed it to me in less than an hour. If you've been grinding hard but still feel like something's off, this conversation might be exactly the perspective shift you need. If you're ready to stop chasing a number and start building wealth you can actually feel, this episode is for you. JP's answer to what happy hustlin' means to him says it all. He told me it's when you truly feel joy and aliveness, that little spark you can't hide anymore because you're no longer living transactionally. You're operating from a place of unconditional love, and it shows up in your walk, your speech, your whole energy. Go listen to the full episode at https://caryjack.com/podcastin/ and let JP show you what it really looks like to build wealth you can actually feel. What does Happy Hustlin' mean to you? JP said happy hustlin' means truly feeling joy and aliveness, that little spark you can't hide anymore because you're no longer living transactionally. You're operating from a place of unconditional love, and it shows up in your walk, your speech, your whole energy. Connect with JPhttps://www.facebook.com/jpnewman1https://www.instagram.com/jpnewman_/https://www.youtube.com/@fulfillionairehttps://www.linkedin.com/in/jp-newman-45a1ba/https://www.tiktok.com/@jpnewman_ Find JP on this website: https://fulfillionaire.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a copy of his new book, https://www.thehappyhustle.com/book Sign up for The Journey: 10 Days To Become a Happy Hustler Online Course @ https://thehappyhustle.com/thejourney/ Apply to the Montana Mastermind Epic Camping Adventure @ https://thehappyhustle.com/mastermind/ “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode Sponsors: If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all night If you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at https://www.bioptimizers.com/happy and use code HAPPY10 for 10% OFF. =================================================================== My Green Mattress If you've been waking up with back pain, feeling stiff, or just not getting that deep, quality sleep. This might be what you're missing: My Green Mattress. It's made with clean, non-toxic, and eco-friendly materials, so you're not just sleeping better, you're sleeping healthier too. The comfort and support are on another level, and you can really feel the difference night after night. If you're ready to invest in better sleep and better recovery, check it out at https://thehappyhustle.com/mygreenmattress =================================================================== Ozlo Sleep If you've been struggling to fall asleep, stay asleep, or just wake up feeling actually rested, let me put you on to something that's been a total game-changer: Ozlo Sleep. These aren't your typical sleep buds. They're designed to block out noise and help your brain fully relax, so you can drift off faster and stay in deep, uninterrupted sleep. Perfect if you're a light sleeper or just want that next-level rest. If you're ready to upgrade your sleep and wake up feeling recharged, check out https://ozlosleep.com and save $80 OFF using code HAPPY.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth The 2026 Social Security Trustees Report is out, and it is already creating headlines about the future of Social Security benefits. In this episode, Tyler Emrick, CFA®, CFP®, breaks down what affluent retirees and pre-retirees actually need to know about the new Social Security report, including the 2032 trust fund projection, the 2034 combined trust fund projection, and why Social Security is not “going bankrupt.” Tyler covers: What the 2026 Social Security Trustees Report says Why benefits do not disappear if the trust fund is depleted Why the retirement trust fund projection moved to 2032 How much of scheduled benefits may still be payable The most likely Social Security fixes Congress may consider Whether Social Security claiming strategies should change What affluent retirees should focus on instead   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

>> Get A Free Copy Of The Book (Big Idea To Bestseller): https://www.bigideatobestseller.com/free-book>> Book A Call With Our Team: https://write.bigideatobestseller.com/booking-page>> Step-By-Step Process To Becoming A Bestselling Author: https://write.bigideatobestseller.com/vsl-watch-pageIG: @jakekelferLinkedIn: @jakekelferPhil Calandra, author of The Wealth Creation Method, shares how entrepreneurs can move beyond chasing revenue and start building real wealth. Learn why profit, cash flow, and financial coordination matter more than top-line income, and discover practical strategies to achieve long-term financial freedom and a work-optional lifestyle. Connect With Phil:>>Instagram:https://www.instagram.com/philcalandra1/ https://www.instagram.com/truwealthadvisors/>>Websites:www.truewealthadvisor.com/

SEASON: 6 EPISODE: 32Episode Overview:Welcome back to Becoming Preferred, the podcast where help you become the best version of you.If you are an entrepreneur or a business professional, you know that scaling a company often comes with a massive cost. Too many high-performers find themselves financially successful but time-poor, stress-ridden, and completely disconnected from the life they originally set out to build.Well, today's guest is here to change that script. He is an elite wealth strategist, founder of Michels Family Financial, and author of the powerhouse new book, Rich by Choice. Nick has a fascinating story that spans from childhood financial hardship and working on a Texas golf course, to playing professional basketball overseas, and turning down a massive $8.1 million corporate signing bonus just to ensure his advice remained entirely independent, transparent, and focused on his clients' best interests.Today, we are discussing how to align your revenue with your deepest values, protect your hard-earned assets from advanced tax leaks, and use the 'Rocking Chair Test' to design a life of radical generosity and freedom. Get ready to take back control—please welcome to the show, Dr. Nicholas Michels!Guest Bio: Nick's journey began in both abundance and hardship, an experience that taught him early on the profound influence money has on life and relationships. Outside his work, Nick is a devoted husband to his wife, Chelsea, and a proud father to their four children, Daegen, Kinsley, Brooks, and Everly. Together, Nick and Chelsea are deeply committed to giving back through the Michels Corporation, their charitable foundation that supports youth education, families in need, global missions and causes close to their hearts.Resource Links:Website: https://michelsfamilyfinancial.com/Product Link: https://richbychoicebook.com/Insight Gold Timestamps:03:05 Coming from humble beginnings, there was no college fund waiting for me03:48 I encourage all kids to get internships, because you learn so much05:50 One thing that I love about this work is because I get a backstage pass into people's lives07:24 Your book is titled Rich by Choice09:50 Most people are financially busy, but they're emotionally broke11:50 It finally boiled down for me it was really about freedom14:33 When you stop for a second and say, "Okay, where are things going?"18:56 You talk about money first being a blessing and a curse19:41 I had pretty quick success, and it had nothing to do with me21:02 If you're an entrepreneur, you've got to understand who you're helping, how you are helping them, and how many times you can get in front of them and say, "Hey, I'm so and so. This is how I can benefit your life."22:53 All my clients are wonderfully different23:05 We have 6 key areas that we help people25:14 You utilize this concept called the rocking chair test28:03 What could be a great answer for you could be a terrible answer for someone else29:15 I think this is so important, is who do you become?32:22 I had a chance to play professional basketball in Europe33:52 AI is not the issue, irrelevance is34:56 Your goal is to be an expert in your field37:57 I call it outwardly successful, inwardly stressed39:25 I say the juice has to be worth the squeeze40:30 Rich by Choice: Take Back Control, Master Your Money, and Design the Life of Your Dreams42:31 There's so many areas where luck can come into play43:49 Once you understand and have confidence and clarity on the direction you're going- that's when there's joy45:49 If you don't have purpose, I believe the soul dies and we die pretty quicklyConnect Socially:LinkedIn: https://www.linkedin.com/company/michelsfamilyfinancialFacebook: Michels Family Financial https://www.facebook.com/michelsfamilyfinancialInstagram: https://www.instagram.com/michelsfamilyfinancial/Email: nick@richbychoicebook.comSponsors: Rainmaker LeadGen Platform Demo: https://calendar.summit-learning.com/widget/booking/JKItVP7WErmCBjU2cCIxRainmaker Digital Solutions: https://www.rainmakerdigitalsolutions.com/

Donor-advised funds have become one of the most popular charitable giving tools in the country, with more than $326 billion now held in donor-advised fund accounts. Yet many retirees and investors still don't fully understand how donor-advised funds work, when they make sense, or how they can fit into a broader tax planning and retirement planning strategy. In this episode, Tyler Emrick, CFA®, CFP®, covers: What a donor-advised fund is and how it works Why donor-advised fund assets have nearly doubled since 2020 How donating appreciated stock can reduce taxes and avoid capital gains Why investment growth inside a donor-advised fund may increase charitable impact over time How charitable bunching strategies can create larger tax deductions Common donor-advised fund mistakes and misconceptions Real-world situations where donor-advised funds may fit into a retirement or tax planning strategy For retirees and investors who regularly support charities, a donor-advised fund can be much more than a charitable account. It can be a tax planning tool, an investment tool, and a way to simplify ongoing charitable giving. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

What does “fake it till you make it” really mean—and can it actually improve your financial wellbeing and mindset?In this episode, Anthony Hartcher is joined by author Natalie Saar to explore the psychology behind money, stress, and fulfilment. From navigating financial hardship and anxiety to discovering the power of mindfulness, minimalism, and “money scripts,” this conversation unpacks how to feel more in control—even when life feels uncertain.Natalie shares practical tools to help you shift your mindset, reduce financial stress, and start living with a sense of abundance—without needing more money first.

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Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth   Many investors have highly appreciated stocks and ETFs they would like to diversify, simplify, or replace, but selling those investments can create a significant capital gains tax bill. In this episode, Tyler Emrick, CFA®, CFP®, discusses the 351 Exchange Strategy, a little-known tax-efficient planning opportunity that may allow investors to exchange appreciated stocks and ETFs into a diversified ETF without first selling and realizing capital gains taxes. Tyler covers: What a 351 Exchange is and how it works The difference between a 351 Exchange and a traditional exchange fund Rules investors must satisfy before qualifying Which assets qualify and which assets do not ETF eligibility requirements How highly appreciated ETF portfolios may be consolidated into a diversified ETF How concentrated stock positions may fit into a 351 Exchange strategy The potential benefits of reducing concentration risk without immediately triggering capital gains taxes How 351 Exchanges compare to tax-aware long-short strategies and other tax-efficient diversification techniques Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth  Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/  Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode of Your Retirement Planning Simplified, Joe Curry explains the real value of a one-time retirement plan and why retirement planning should never be viewed as a one-and-done exercise. Learn how retirement income planning, tax-efficient withdrawal strategies, CPP and OAS decisions, and ongoing financial guidance work together to help Canadians adapt to life's inevitable changes.   Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.  

If someone has an addiction, it can completely overtake his life. It becomes the only thing that matters. He loses control and may even be willing to sacrifice his family, his career, and everything else that is truly important. The reason is because addiction blinds a person to the damage it is causing. The only way to help him is to wake him up and make him see the destruction taking place before his eyes. Sometimes, people become so consumed with earning a livelihood that it resembles an addiction. Money becomes the only thing that matters, and everything else is pushed aside in its pursuit. Every so often, a person needs a reality check to remind himself that there is far more to life than earning money. When the time comes for a person to leave this world, all of his money becomes meaningless. The countless hours spent accumulating it may become a source of regret if they came at the expense of things that have eternal value. A man told me that he became so involved in his business that he completely abandoned learning Torah for fifteen years. Then one day, someone awakened him to what was happening and encouraged him to return to learning. Today, he says he finally feels alive. His life has meaning again, and he is grateful that someone helped him break free from his obsession with making money. There are people, unfortunately, who spend years involved in bitter disputes over money. In this world, those arguments may seem significant. But in the Next World, it will become clear how insignificant they really were. Imagine the son of a king who got into a fight with a friend when they were five years old. In a moment of anger, the friend broke one of his toys. The prince shouted, "When I become king, I am going to punish you for this!" Forty years later, the prince has become king. The old friend appears at the palace and begs forgiveness for breaking the toy. The king would look at him as if he were crazy. Why would he care about a broken toy now? It is utterly insignificant compared to his current position. When a person reaches the Next World, that is how he will view someone who hurt him financially in this world. It will seem like a broken toy. Yet if he can rise above the hurt now and make peace, he will gain eternal pleasure and reward that have genuine value forever. Someone who spends his entire life building a fortune while neglecting Torah and mitzvot is like a man who reaches old age without ever marrying because he was too busy accumulating wealth. People would look at him and wonder what all that money was worth if he never built the life Hashem wanted him to have. So too, if a person leaves this world without Torah and mitzvot, all of his wealth is worthless. We have heard stories of great and successful people who cried on their deathbeds because they realized they could have done more with their lives. At that moment, they understood that the only things that truly mattered were their Torah and mitzvot. Life in this world is incredibly short compared to eternity. If a person does not stop from time to time and think about that reality, he can easily become caught up in pursuits that have little lasting value while neglecting what matters most. Let us always remain focused on what true wealth is. Those who spend their lives learning Torah and performing mitzvot are building fortunes that will last forever. The more we acquire, the greater our eternal reward will be.

Amanda Frances went from a small-town girl in Oklahoma to building a multi-million-dollar empire and becoming one of the most recognized voices in wealth, money mindset, and entrepreneurship. In this episode of The Billion Dollar Babie Podcast, Amanda breaks down the exact beliefs, habits, and mindset shifts that helped her make over $1.2 million in a single month. We dive into manifestation, limiting beliefs, investing, entrepreneurship, money ceilings, real estate, building generational wealth, and why most people unknowingly block abundance from entering their lives. If you've ever felt stuck financially, struggled with self-worth, or wondered how wealthy people actually think, this conversation will completely change your perspective. Subscribe for new episodes every week. Instagram https://www.instagram.com/billiondbabie https://www.instagram.com/taruhhh https://www.instagram.com/xoamandafrances Tik Tok https://www.tiktok.com/@billiondbabie CHAPTERS: 00:00 The Biggest Money Mistake People Make 00:28 Meet Amanda Frances 01:58 The First Thing That Created Her Wealth 05:33 Learning How To Receive Money 08:00 Breaking Through Your Money Ceiling 09:14 Do You Need To Understand Money First? 13:15 Wealthy Environments & Expanding Your Mindset 15:03 Hard Work vs Receiving Money 17:02 Building A Business From Scratch 18:20 Why Most People Quit Too Early 21:09 The Truth About Overnight Success 23:15 Women, Wealth & Independence 27:37 Should You Learn Finances First? 27:58 Amanda's Real Estate Strategy 31:40 Real Estate vs Stocks Debate 35:03 The Most Money Amanda Made In One Month 36:34 Building A Scalable Business 40:20 The Power Of Digital Products 42:23 Creating A Business Around Your Life 45:00 How To Break A Financial Plateau 48:54 The Timeline Theory Of Success 50:21 Becoming The Woman Who Has The Money 52:27 Why Success Still Doesn't Feel Safe 55:17 True Wealth & Abundance 57:30 Escaping Scarcity For Good 59:45 Final Thoughts On Money & Manifestation #AmandaFrances #MoneyMindset #Manifestation #WealthMindset #MillionaireMindset #FinancialFreedom #Entrepreneurship #WomenInBusiness #Investing #GenerationalWealth Learn more about your ad choices. Visit megaphone.fm/adchoices

So you've decided to do a Roth conversion… now what? Most Roth conversion conversations focus on whether you should do one. But the long-term value often comes from how the strategy is actually implemented. In this episode, Tyler Emrick, CFA®, CFP® walks through the overlooked decisions that can materially impact the outcome of a Roth conversion strategy. Topics include: When to complete a Roth conversion Whether to spread conversions throughout the year Tax bracket management and conversion timing Why recharacterizations no longer being available matters How to pay Roth conversion taxes efficiently Roth conversions before age 59½ Estimated tax payments and withholding strategies Which investments may be best suited for Roth accounts Why higher-growth investments are often prioritized inside Roth IRAs Coordinating Roth conversions with investment management and rebalancing Tyler also explains why many Roth conversion mistakes have less to do with the conversion itself — and more to do with poor timing, tax management, and implementation decisions. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Facebook: https://www.facebook.com/TrueWealthDesign/  LinkedIn: https://www.linkedin.com/company/true-wealth-design/  X: https://x.com/truewealthdesgn    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

What should Canadians do when they turn 60 and start thinking seriously about retirement? In this episode, Joe Curry walks through the exact retirement income planning framework he would use if he were turning 60 today, covering CPP timing, RRSP and RRIF withdrawal strategies, tax-efficient investing, and portfolio design. Learn how to use your 60s as a powerful planning decade to reduce lifetime taxes, maximize retirement income, and create more financial freedom throughout retirement.   Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!   Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified   Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Investment management is often framed around picking stocks, predicting markets, and finding outperforming investments. But many of the decisions that have the biggest long-term impact on investor outcomes come from diversification, tax strategy, portfolio construction, and how investments are implemented over time.   In this episode, Tyler Emrick, CFA®, CFP®, discusses the often-overlooked side of investing and why portfolio management involves much more than simply picking investments.   Topics covered include: Why diversification still matters despite years of U.S. market dominance Emerging markets outperformance and the importance of global exposure How ETFs and asset location can improve after-tax returns Asset location strategies across taxable and retirement accounts Public REIT dislocations and investment vehicle structure considerations Managing concentrated stock positions more tax efficiently Donor-advised funds, QCDs, and gifting appreciated securities Tax-aware long/short strategies and multi-year planning The “architecture before allocation” philosophy at True Wealth Design Tyler also explains how coordinated planning across investments, taxes, retirement income, estate strategy, and charitable giving can help improve long-term outcomes. Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth   Our website:  https://www.truewealthdesign.com/  Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/  Schedule your no-cost discovery call: http://bit.ly/calltruewealth    Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/    Facebook: https://www.facebook.com/TrueWealthDesign/  LinkedIn: https://www.linkedin.com/company/true-wealth-design/  X: https://x.com/truewealthdesgn    Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

In this episode of Your Retirement Planning Simplified, Joe Curry explains how pension income splitting works in Canada and why it can be one of the most effective tax-saving strategies for retirees. Learn how RRIF withdrawals, defined benefit pensions, and strategic retirement income planning can help couples reduce taxes, protect OAS benefits, and create more tax-efficient retirement income.   Resources CRA Form T1032 – Joint Election to Split Pension Income Government of Canada – Pension Income Splitting Overview   Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified   Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Saying with a loud voice, Worthy is the Lamb that was slain to receive power, and riches, and wisdom, and strength, and honour, and glory, and blessing.

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth This episode walks through what proactive financial planning actually looks like beyond investment management alone. Tyler Emrick, CFA, CFP® breaks down how ongoing advice should work for retirees and pre-retirees, including the structure of our Progress Meetings, Tax & Investment Review Meetings, and the ongoing planning conversations that happen throughout the year as life changes. We also discuss why coordinated planning matters so much as retirement decisions become more interconnected — from Roth conversions and tax planning to Medicare, Social Security, estate planning, spending goals, and retirement income strategies. In this episode: What proactive financial planning actually means Why preparation matters in advisor meetings The difference between investment management and true financial planning How we help families navigate retirement transitions and major life decisions Roth conversion mistakes and tax planning coordination Why written recommendations and ongoing advice matter How taxes, investments, healthcare, and estate planning all work together As retirement approaches, small financial decisions can have larger long-term consequences. The goal of proactive planning is helping families make informed decisions before those mistakes become expensive later. Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

When should you convert your RRSP to a RRIF? In this episode of Your Retirement Planning Simplified, Joe Curry explains the key differences between RRSPs and RRIFs, how RRIF minimum withdrawals work, and why the right timing depends on your retirement income plan, tax strategy, and estate goals. Learn how RRSP meltdown strategies, pension income splitting, and OAS clawback planning can impact your retirement income in Canada.   Resources Government of Canada - RRIF Minimum Withdrawal Rules Government of Canada - Old Age Security (OAS) Recovery Tax   Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.    

In this interview, real estate expert Jonathan Greene discusses the prevalence of scams and "get-rich-quick" schemes within the investment coaching and syndication industries. He emphasizes that successful real estate investing is inherently "boring" and long-term, contrasting it with the high-priced, flashy programs marketed by modern gurus on social media. Greene warns investors to watch for MLM-style referral structures and hidden fees, advising them to prioritize transparency and "skin in the game" from sponsors. He advocates for a "get-rich-slow" approach, highlighting the historical durability of income properties and the importance of geographic and asset diversification. Ultimately, the conversation underscores the need for personal responsibility and thorough due diligence to navigate a largely unregulated and marketing-driven landscape. Learn the MATH of real estate through https://propertytracker.com/! Get your FREE account today. #RealEstateInvesting #RealEstateScams #PassiveIncome #IncomeProperty #WealthBuilding #GetRichSlow #DueDiligence #PropertyInvesting #RealEstateGuru #FinancialFreedom #BoringInvesting #RealEstateTips #Syndication #SkinInTheGame #LandlordLife #InvestSmart #RealEstateStrategies #WealthCreation #LongTermInvesting #InvestorEducation Key Takeaways: 0:00 Built to be boring and not regulatable 10:19 The psychology of high prices and inexperienced operators 15:35 Money raisers and commandment #3 26:54 Tips and advice 35:36 The durability of real estate 37:25 https://www.TrustGreene.com/    _______________________________________________________________ Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Nathan Barkocy shares his journey from a young cyclist to a real estate expert, emphasizing the importance of mindset, mentorship, and building wealth through real assets. He discusses strategies for aspiring entrepreneurs, the power of networking, and the significance of long-term wealth creation.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Most financial plans get built once, put in a drawer, and rarely used again.   But real financial planning should actively help guide decisions throughout retirement.   In this episode, Tyler Emrick, CFA, CFP® walks through three practical ways your financial plan should actually be helping you right now: investment decisions, spending decisions, and income & distribution planning.   We discuss: How to understand your true household allocation and risk exposure Why many retirees naturally drift into an “all cash, all stocks” portfolio Asset location and using different accounts efficiently Required portfolio return and bear market testing Dynamic spending throughout retirement How strong markets can impact spending and gifting decisions Roth conversions, IRA distributions, capital gains, and tax planning Why retirement income planning is much bigger than simply withdrawing money from accounts As retirement gets closer, every financial decision starts affecting the next one. The goal of a financial plan should not simply be to exist — it should help families make better decisions over time.   Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

In this episode of Your Retirement Planning Simplified, Joe Curry explores the most overlooked retirement planning risk: your health. While many Canadians focus on RRSPs, CPP timing, and investment returns, Joe explains why your health span - not just your lifespan - may determine whether you truly enjoy retirement. He breaks down the importance of strength, cardiovascular fitness, nutrition, routine, and social connection in building a fulfilling and independent life after work.   Resources Outlive. The Science and Art of Longevity, by Peter Attia   Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified   Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

What if losing everything became the beginning of your greatest purpose? In this inspiring episode of Voices of Courage, host Ken D. Foster sits down with entrepreneur, speaker, and bestselling co-author Nathan Barkocy to explore the real meaning of True Wealth and how purpose, mindset, faith, and discipline can transform unimaginable adversity into extraordinary success. At just 16 years old, Nathan was a nationally ranked cyclist with dreams of competing in the Olympics until a devastating accident changed everything. After being hit by a car at 60 mph and declared dead at the scene, Nathan woke up from a coma paralyzed and forced to rebuild his life from the ground up. Today, he's the co-author of Old Wealth, New Wealth, True Wealth alongside Sharon Lechter, the legendary co-author of Rich Dad Poor Dad.

Most people think a financial plan is a set of projections… a retirement number… or a long report that tells you whether you're going to be okay. In reality, many of those plans end up as 60–90 page documents that sit on a shelf and rarely get used. But a real financial plan should do a lot more than that. In this episode, we walk through what a financial plan should actually do, especially for pre-retirees and retirees making important decisions around retirement, taxes, income, and long term planning. We cover: What most financial plans focus on and where they fall short How a real plan connects taxes, income, investments, healthcare, and estate planning Why spending and life transitions are critical to building a plan that actually works How a financial plan becomes a decision making tool, not just a report A real example of how planning helps navigate an unexpected life change Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

In this rebroadcast of one of our most-listened-to episodes, Joe Curry sits down with Fritz Gilbert, founder of The Retirement Manifesto, to explore the emotional and practical realities of retirement. From retirement income planning to finding purpose after work, this conversation offers valuable insights into how Canadians can prepare for a more fulfilling and intentional retirement. Joe and Fritz discuss the hidden blind spots many retirees face, why the transition into retirement is often harder than expected, and how planning beyond the numbers can help you build a meaningful life after work.   Resources The Retirement Manifesto, by Fritz Gilbert Fritz Gilbert's book: Keys to a Successful Retirement: Staying Happy, Active, and Productive in Your Retired Years     Thank you for listening! You can get a full breakdown of each episode on the Your Retirement Planning Simplified Blog Don't forget to like, comment, and subscribe for more simplified retirement planning insights!    Ready to take the next step?  Identify your retirement income style with the RISA Questionnaire   Want a retirement plan that adapts as your life evolves? Discover our True Wealth Roadmap. A step-by-step process to align your finances with your ideal retirement.  Learn more here: https://matthewsandassociates.ca/vsl/    About Joe Curry Joe Curry is the host of Your Retirement Planning Simplified, Canada's fastest-growing retirement planning podcast, where he provides accessible, in-depth financial advice. As the owner and lead financial planner at Matthews + Associates in Peterborough, Ontario, Joe and his team are committed to helping people secure both financial stability and purpose in retirement. His mission is to ensure people can sleep soundly knowing they have a solid plan in place, covering both financial and lifestyle aspects of retirement. A Certified Financial Planner and Certified Exit Planning Advisor, he values true wealth as more than money—it's about creating meaningful experiences with loved ones and fostering opportunities for the future.    About Retirement Planning Simplified Founded in 2022, it is our mission is to empower people to plan for retirement confidently, focusing not only on finances but also on a meaningful life. YRPS wants everyone to have access to simple, reliable tools that reflect their values and priorities. This ultimately helps create True Wealth, defined by the freedom to do what you love with those you love. By simplifying retirement planning and aligning it with the retiree's purpose, YRPS aims to support building a retirement that feels fulfilling and secure. To know more about RPS you can visit the links below: ●      LinkedIn: https://www.linkedin.com/company/retirement-planning-simplified/ ●      Instagram: https://www.instagram.com/retirement_planning_simplified ●      Youtube: https://www.youtube.com/@retirementplanningsimplified       Disclaimer Opinions expressed are those of Joseph Curry, a registrant of Aligned Capital Partners Inc. (ACPI), and may not necessarily be those of ACPI. This video is for informational purposes only and not intended to be personalized investment advice. The views expressed are opinions of Joseph Curry and may not necessarily be those of ACPI. Content is prepared for general circulation and information contained does not constitute an offer or solicitation to buy or sell any investment fund, security or other product or service.

Most people walk into their first meeting with a financial advisor expecting a presentation—charts, investments, maybe even a pitch. But a real discovery meeting shouldn't feel like that at all. In this episode, we break down what a first meeting with a financial advisor should actually look like, especially for pre-retirees and retirees trying to make important decisions around retirement, taxes, income, and long-term planning. We walk through: What typically happens in a real discovery meeting What most people expect vs what actually happens How to tell if an advisor is taking a holistic financial planning approach or just focusing on investments Real client examples—from families who didn't know where to start to those who had an advisor but weren't getting coordinated advice The biggest red flags to watch for when meeting with a financial advisor Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth

Sahil Bloom built his career around financial success, only to discover that the richest life cannot be measured by money alone. In this conversation from June 2025, Bloom joins Hoda to discuss his book The 5 Types of Wealth and why true prosperity goes beyond money to include time, relationships, mental well-being and physical health. Plus, he opens up about leaving behind a successful career in finance, taking a leap into a different kind of life, and what he discovered on the other side. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this interview, real estate expert Jonathan Greene discusses the prevalence of scams and "get-rich-quick" schemes within the investment coaching and syndication industries. He emphasizes that successful real estate investing is inherently "boring" and long-term, contrasting it with the high-priced, flashy programs marketed by modern gurus on social media. Greene warns investors to watch for MLM-style referral structures and hidden fees, advising them to prioritize transparency and "skin in the game" from sponsors. He advocates for a "get-rich-slow" approach, highlighting the historical durability of income properties and the importance of geographic and asset diversification. Ultimately, the conversation underscores the need for personal responsibility and thorough due diligence to navigate a largely unregulated and marketing-driven landscape. Start your journey to financial independence. Learn how you can be an Empowered Investor today! Get your tickets to https://empoweredinvestorlive.com/ now! Learn the MATH of real estate through https://propertytracker.com/! Get your FREE account today. #RealEstateInvesting #RealEstateScams #PassiveIncome #IncomeProperty #WealthBuilding #GetRichSlow #DueDiligence #PropertyInvesting #RealEstateGuru #FinancialFreedom #BoringInvesting #RealEstateTips #Syndication #SkinInTheGame #LandlordLife #InvestSmart #RealEstateStrategies #WealthCreation #LongTermInvesting #InvestorEducation Key Takeaways: 0:00 Built to be boring and not regulatable 10:19 The psychology of high prices and inexperienced operators 15:35 Money raisers and commandment #3 26:54 Tips and advice 35:36 The durability of real estate 37:25 https://www.TrustGreene.com/    _______________________________________________________________ Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

We often chase traditional markers of success, thinking happiness is just on the other side of our next achievement. In this episode, Sahil Bloom, author of the New York Times bestselling book The 5 Types of Wealth, explores what it really means to live a rich life. He shares his personal journey of leaving a stable, high-status career path and how a shift in perspective prompted him to redesign his life around his true priorities.    He also walks through the five different areas of wealth from his book and offers practical advice around getting unstuck, building personal agency, and defining what "enough" actually looks like for you.   This episode of Life Time Talks is part of our live event series featuring speakers from events at Life Time club locations.    Find the episode highlights, get related resources and view the transcript for this episode at https://experiencelife.lifetime.life/podcast/five-types-of-true-wealth   Have thoughts you'd like to share or topic ideas for future episodes? Email us at lttalks@lt.life — we'd love to hear from you!   Follow us on Instagram: @lifetime.life   The information in this podcast is intended to provide broad understanding and knowledge of healthcare topics. This information is for educational purposes only and should not be considered complete and should not be used in place of advice from your physician or healthcare provider. We recommend you consult your physician or healthcare professional before beginning or altering your personal exercise, diet or supplementation program. 

If your business needs attention to survive… It's not built right. In this episode of The Level Up Podcast, Paul Alex breaks down where real wealth is actually created—the invisible infrastructure behind everyday transactions. Most people chase what looks good. They want the flashy brand. The viral content. The business that gets attention. But the real money? It's made in the background. Quiet. Consistent. Unnoticed. Because every time money moves… Someone is getting paid behind the scenes. And the ones who understand this? They don't chase trends… They own the systems that trends depend on. In this episode, you'll learn: Why the most profitable businesses are often the most boring and overlooked How owning infrastructure creates predictable, recurring income Why chasing hype destroys long-term wealth How to position yourself as the tollbooth, not the traffic Because when you control the foundation… You get paid no matter who wins. The goal isn't attention. The goal is ownership. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/channel/UCGhDAD1JyGGzSQUPD9lc9HQ LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you: www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

If you're someone who wants to feel more empowered around your finances and get your assets together, this conversation is for you! Today, I speak with KK Hart, a sought-after strategic investor, advisor, and seasoned entrepreneur with experience building, investing in, and scaling multi-million dollar brands! KK is here to share her wisdom on how women can build true wealth, legacy, and freedom, no matter what stage of life they're in right now. Our conversation will empower you with the tools you need to take ownership of your money, create real cash flow through asset management, and set yourself up for long-term success. Get ready to operate at a higher level of abundance and build the life of your dreams!   HIGHLIGHTS 00:00 Get your assets together with today's guest, KK Hart! 04:45 What does authentic success look like? 10:20 The biggest things that block business owners from freedom. 16:20 First steps of building your assets from the ground up. 20:15 Why it's never too late to start building wealth. 26:30 How can women empower themselves through their finances? 30:30 What to know before you acquire a business. 35:45 What is changing about the world and about business? 40:15 How to heal from past versions of yourself. 47:20 The connection between mindset and business. 50:50 What are women getting wrong about where our true power lies? 57:50 Celebrating KK's Powerhouse moment of showing up despite the grief.   RESOURCES + LINKS Learn more about KK Hart HERE!   Applications for our Spring 2026 Expanders Retreat are now LIVE - apply HERE!   Join the waitlist for the 2026 Powerhouse Women Event HERE!   FOLLOW KK: @kkhartinc Powerhouse Women: @powerhouse_women Lindsey: @lindseymarieofficial Visit the Powerhouse Women website: powerhousewomen.co Join the PW Community Facebook Group: facebook.com/groups/powerhousewomencommunity