Podcasts about wealth creator

You set up your 401(k) contributions years ago. They go out of your paycheck automatically, before you even see the money. You've been doing this for years. And you've been telling yourself you're saving for retirement. You're not saving. You're investing. Automatically, often without much thought, into a market-linked account where the value can drop without you withdrawing a single dollar. https://www.youtube.com/live/ISSLntYMpig That distinction isn't just semantic. It explains why so many high-earning, responsible people feel like they're not making real financial traction even when they're doing everything they were told to do. I've worked with clients across this exact transition for years. And what Bruce Wehner and I talked through on the podcast this week gets to the root of it. Not which products to use. The order. Save automatically. Invest intentionally. Get that order right and everything changes. Key TakeawaysThe Difference Between Saving and Investing (And Why Most People Get It Wrong)What About Inflation?The Language ProblemWhy the Default Financial Playbook Works Against YouThe Automatic Investing TrapThe Syndication Cautionary TaleThe Savings VoidHow the Wealthy Reverse the SequenceThe Personal Economic ModelThe Client Who Saved His Way to RetirementLifestyle Creep: The Silent UnderminerWhy You Save Automatically, and What That Frees You to DoThe Counterintuitive LogicWhat Gets Freed UpWhy Interrupting the Compounding Curve Costs More Than You ThinkWhat Interruption Actually CostsWhat It Means to Invest Intentionally, and How to Know If You AreInvestor DNAReal Due Diligence in the Current EnvironmentSafety, Liquidity, and GrowthThe Savings Vehicle That Bridges Both StagesHow It Works in PracticeThe Death Benefit BackstopWhere Saving and Investing Fit in the Wealth Creator's Cash Flow SystemChange the Order, Change the OutcomeBook A Strategy CallFrequently Asked QuestionsWhat is the difference between saving and investing?Why is automatic 401(k) investing not the same as saving for retirement?How do I start saving automatically?What does intentional investing actually mean?How does whole life insurance fit into saving automatically?Why do wealthy people save before they invest? Key Takeaways Saving and investing are not the same thing. Saving has a dollar-value floor - your $100 stays $100. Investing doesn't - the value can drop without you touching a cent. Most people have been calling one thing the other. The order you do them in determines your financial outcome. The default playbook is: invest automatically first, spend second, save whatever's left. The wealthy do it in reverse: save automatically first, spend from what remains, invest intentionally from the surplus. Automatic 401(k) contributions are investing, not saving - and doing them without due diligence, in a market-linked account you don't control, is a bet most people don't realize they're making. Automating saving is a cognitive strategy, not a cop-out. It removes a high-stakes decision from your mental queue, so your best thinking goes toward evaluating actual investments, where discernment genuinely matters. Interrupting the compounding curve is more costly than it looks. The exponential gains happen late in the cycle. Most people never get there because they restart the clock repeatedly by spending, redirecting, or skipping months. Intentional investing means deploying capital into things you understand, with control, sized to what you actually have, not automatically following historical performance into deals you don't fully understand. The Difference Between Saving and Investing (And Why Most People Get It Wrong) Let's start with a precise definition, because the confusion between these two things is where most of the problem lives. Saving is placing money somewhere it cannot lose dollar value. If you put $100 into a savings vehicle, those $100 will be there when you come back. The amount won't become $60 or $80 because of market conditions. You haven't taken the money out. No one stole it. It's just there, in full, because you put it there. Investing is different. When you invest, you're placing capital somewhere it has the potential to grow, but also to lose value. Not because you withdrew anything. Because the asset itself dropped. You can wake up to an account statement showing your $100 is worth $50, and that's investing. What About Inflation? This is where people push back, and it's a fair point. Inflation erodes the purchasing power of savings over time. That's real. But what often gets missed is that inflation erodes investments too. The same monetary forces that reduce what your saved dollars can buy are working on your invested dollars simultaneously. And an investment loss on top of inflation doesn't solve the inflation problem. It doubles it. Losing hundreds of thousands of dollars in a badly-timed deal isn't an inflation hedge. It's your money going backward at speed. The distinction we're drawing is about the dollar-value floor. Savings has one. Investing doesn't. That's it. The Language Problem The reason this gets so muddled is that the phrase "saving for retirement" has become the universal shorthand for 401(k) contributions, which are, by this definition, investing. Money in market-linked funds can drop. It has dropped. For many people, it's dropped dramatically at exactly the wrong moment. Calling that saving doesn't make it safer. It just makes it harder to think clearly about what you're actually doing. Why the Default Financial Playbook Works Against You Here's how most working Americans handle their money, in order: First, a payroll deduction flows automatically into a 401(k) or similar vehicle before the money arrives in their account. Then spending happens. Then, if anything is left at the end of the month, it might get saved. Maybe. The sequence is: invest first, spend second, save whatever remains. The problem isn't the investing. It's what that order produces in practice. The Automatic Investing Trap That first move, the automatic 401(k) contribution, is made without active due diligence, without specific knowledge of the underlying assets, and without meaningful control over timing or allocation. For most people, the decision is: pick a fund from a list, or accept the target date fund default. That's it. Target date funds are a genuine improvement over doing nothing. They diversify automatically and grow more conservative as you approach retirement. Financial advisors help take emotion out of the process, which matters more than most people realize. These are real improvements. But they don't solve the core problem. You've still lost control of that capital. You face future tax liability. And if you need access to it before retirement, the options are limited, costly, or both. The Syndication Cautionary Tale Bruce has been in over 6,000 client meetings. And one thing he's seen play out repeatedly in recent years is what happens when the "must always be invested" mindset runs into a changing economic environment. A lot of people deployed capital into real estate syndications because the historical performance looked strong and the tax benefits were real. What they didn't fully evaluate was what happens when interest rates rise sharply, and when deals structured around balloon-payment loans need to be refinanced. Rates went up. Sponsors couldn't refinance. Distributions stopped. In many cases, that capital is effectively gone. Not because real estate is a bad investment category. Because people committed capital without evaluating the current monetary environment, and instead relied almost entirely on historical performance as their due diligence. The people who pushed that money in because they felt they couldn't afford to leave it sitting somewhere safe are the ones who lost. Their money didn't just fail to outrun inflation. It evaporated. The Savings Void Because saving is residual in the default sequence, it often doesn't happen at all. By the time spending is done, there's nothing left to put aside. And that's the trap. When a genuinely good investment opportunity appears, there's no capital ready to move on it. The people who can act are the ones who built up savings first - liquid, available, usable cash that's safe and in their control. The others watch the opportunity pass. How the Wealthy Reverse the Sequence The pattern Bruce sees consistently across his wealthiest clients is the opposite of the default. They save automatically first. They determine spending second. They invest intentionally from what remains. The order of priority is reversed, and everything that follows is different because of it. The Personal Economic Model Think of your money as moving through a system. Income arrives. Taxes come out. Then every dollar faces a decision. The first and most important decision isn't to save or invest. It's: how much of this am I going to spend? Spending less than 100% of what you earn is the prerequisite for everything else. It sounds basic, but it's the step most people skip conceptually, even when they think they're doing it.  The Richest Man in Babylon put it plainly: set thy purse to fattening.  A part of all that you earn is yours to keep. Mike Michalowicz made the same argument for businesses in Profit First. If you wait to see what's left after spending, there won't be anything left. There never is. Once you've decided what you're keeping, the next question is the order. Save first, spend from what remains, then invest intentionally from the surplus you've built. The Client Who Saved His Way to Retirement Bruce shared a story that most financial commentators would dismiss as a cautionary tale, but it's actually the opposite. One of his clients kept his 401(k) in a money market account for his entire c

Send a textWealth builds empires but it also paints a target on your back. In this eye-opening episode, we dive into the unseen threats facing high-net-worth individuals and their families. From manipulative caretakers to sympathy scams and digital invasions, you'll hear real stories,some painfully personal of estates under attack. Learn the actionable steps ultra-wealthy families are taking to defend their legacy, avoid courtroom disasters, and lock down their financial future.This isn't just about money, it's about awareness, defense, and staying one step ahead. If you've built wealth or are managing aging relatives with assets, this episode could save you millions.https://familyoffices.com/

He dives into the secrets of the most lucrative "niche" businesses (you won't believe the average revenue of a closet company!) and reveals the non-negotiable criteria for identifying a scalable, high-profit franchise that can withstand market cycles—and why he is absolutely avoiding the food industry right now.

In this episode, John shares the pivotal moments that shaped his mindset and fueled his rise from a kid in Compton to one of the most influential wealth-builders in America. John recounts the childhood experiences that taught him resilience, hustle, and the critical difference between making money and building wealth. You’ll hear how a nine-year-old’s curiosity about business transformed into a lifelong mission, ultimately leading to the founding of Operation HOPE and his commitment to empowering underserved communities with the tools to thrive. Packed with storytelling, real lessons, mindset gems, and the raw realities of growing up with limited resources but unlimited drive, this episode lays out the foundational principles behind John’s philosophy: wealth is a mindset—and anyone can learn to create it.See omnystudio.com/listener for privacy information.

Stephen LeDrew sits down with Bryan Gould, CEO of Aspenleaf Energy Limited, to discuss the state of Canada's oil and gas industry. In this three-minute interview, Gould explains how government policies and regulatory barriers are stifling investment in the country's largest wealth-generating sector. From the challenges of LNG (Liquid Natural Gas) projects to the lack of support from Ottawa, he breaks down why Canada is falling behind the U.S. in energy exports and what must change to restore growth, competitiveness, and economic stability. Hosted on Acast. See acast.com/privacy for more information.

R. Kenner French kicks off with “Tax Hack Time,” aiming to share practical, low-effort strategies to legally, morally, and ethically reduce taxes—especially for entrepreneurs and real estate investors. He emphasizes proactivity: the IRS won't tell you you're overpaying, so plan ahead and use simple moves that don't demand heavy CPA time. He also teases bonuses at the end to sweeten the learning.He introduces VastSolutionsGroup.com, founded in 1969 and now headquartered on Bainbridge Island, with national reach and a sister asset-protection firm (vastassetdefense.com). The team blends tax pros, attorneys, an actuary, and AI—via their in-house model “Einstein”—to forecast a client's tax liability early in the year and then “reverse-engineer” strategies to minimize it before filing season. Kenner highlights his background as an author, speaker, and contributor, as well as the firm's deep experience with AI.Among the top hacks, several stand out: setting up the right entity to split reasonable salary from distributions, which can cut payroll taxes substantially; using self-directed retirement plans to hold real estate or other assets for tax-deferred or tax-free growth; maximizing depreciation in real estate; and shifting income strategically to lower-bracket family members while coordinating with Roth contributions for long-term benefits.He also explains the value of qualifying as a Real Estate Professional (REPS) to deduct real estate losses against active income, deducting travel tied to business activities with proper documentation, and leveraging AI-powered bookkeeping for cleaner books, fewer errors, and faster tax optimization—spotlighting their “vastbookie.ai” bookkeeping tool. Two “bonus” hacks top it off—claiming R&D tax credits for AI or innovation work many businesses already perform (like using ChatGPT or Gemini), and exploring 831(b) captive insurance for larger risk management, noting its complexity but immense potential for high earners.He closes by offering free AI bookkeeping for one entity (via waitlist), a tax strategy roadmap package, and access to the Vault community for resources and connections. He also previews his book ModernMillions.ai—a playbook for making, saving, and protecting wealth using AI, tax strategy, and asset protection. His final call-to-action: visit VastSolutionsGroup.com, claim your bonuses, and share the knowledge with others who want to keep more of what they earn—legally.Takeaways• Tax hacks can significantly lower tax liability for entrepreneurs.• Setting up the right entity can provide asset protection and tax benefits.• Self-directed IRAs can be used to invest in real estate without immediate tax implications.• Maximizing depreciation is crucial for real estate investors.• Income shifting to family members can reduce overall tax burden.• Travel expenses related to property tours are deductible.• AI-powered bookkeeping can streamline financial management and reduce errors.• Understanding short-term vs long-term capital gains is essential for tax planning.• Home office deductions can provide substantial tax savings.• Proactive tax planning is key to minimizing tax liabilities.Sound Bites• This is tax hack time with Kenner.• Consult with a professional.• Use AI-powered bookkeeping tools.Listen & Subscribe for More:

Please join Me, Shefali Burns as we talk about The Wealth Creator & Prosperity Driver. Join us as we discuss: Learn how the average person can capitalize on residual monthly income in the global trillion dollar subscription economy How to create financial stability and new opportunities The importance of multiple streams of income The magic of residual income Flexibility and financial independence Bonus: Sign up between now and Sunday night and receive 1 month access to my Inner Circle VIP membership which includes 4 live healing calls and a 20-minute personal session with me. Go here to sign up with your name and email: https://www.LiveGoodTour.com/shefaliburns , and then go to the next page and Join if you are ready to go ahead. #shefaliburns , #awakentohappinessnow, #healing, #energy, #transformation, #consciousness, #love, #consciousliving, #joy, #empowerment, #wellness, #spirituality, #spiritualawakening, #awareness  

Let's get real - being a Manifestor in business isn't always easy. The projections, the pushback, the wild reactions… it's a lot! But you're not alone. In this episode, we're welcoming Taye Dee, our new Department Head for Business + Money, to share her personal journey as a 5/1 Manifestor and how she's learned to handle the chaos of projections like a pro. With tips on setting boundaries, staying true to yourself and handling those unexpected reactions, this episode is all about turning your “too much” energy into your biggest, business superpower. It's the pep talk (and practical guide) you didn't know you needed. Tune in and let Taye show you how it's done - 5/1 Manifestor-style! Connect with Taye on Instagram@manifestorqueens Learn more about TayeHi there - I'm Taye Dee, Founder of Manifestor Queens! As a Wealth Creator, Change Igniter and Unconventional Strategist; my passion is to help Manifestors transform their business into an effortless empire through Human Design. Alchemising traditional business strategy with energetic systems, spiritual tools and mindset hacks, I LOVE to give a holistic approach to running your business. In personal readings, I guide you through all the best bits about being a Manifestor so you can unleash your true essence and discover your life purpose. In business readings, I specialise in turning your creative chaos into a focused vision, by guiding you through key parts of your chart and giving you heaps of tailored insight on how to intuitively run your business so that hustle, hard work and stress are no longer part of your journey. Let's take you from sacral exhaustion to peaceful profit. I can't wait to meet you! x

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playing small and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #AMI #STRAW #SHMS #BESTSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playing small and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #AMI #STRAW #SHMS #BESTSupport the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playing small and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #AMI #STRAW #SHMS #BESTSee omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playing small and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #AMI #STRAW #SHMS #BESTSee omnystudio.com/listener for privacy information.

In this episode, Kris Krohn connects with Thomas, a high-performing entrepreneur with a paid-off beach house and an impressive portfolio—but his money isn't working hard enough for him. Together, they explore strategies to turn his $4 million in equity into a wealth-generating machine through real estate, private equity, and business investments. Discover how bold moves, smart risks, and financial performance can help anyone create generational wealth.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playingsmall and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #BEST #STRAW #SHMS Support the show: https://www.steveharveyfm.com/See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playingsmall and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #BEST #STRAW #SHMS See omnystudio.com/listener for privacy information.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald interviewed Dexter B. Jenkins. He is a Pastor, real estate entrepreneur, financial strategist, and host of Let’s Talk Real Estate. He is also the author of the newly published The Real Estate Wealth Creator Blueprint: Keys to Overcoming Fear, lack of Money, and Inexperience to Possess the Land. “The Real Estate Wealth Creator Blueprint by Dexter B. Jenkins isn’t your typical feel-good faith and finance book. It’s a wake-up call, plain and simple. For far too long, many believers have been trapped by misguided notions that faith and wealth don’t mix, or worse, that seeking financial success is somehow ‘unholy.’ Dexter blows that myth out of the water. As a pastor and financial mentor, he challenges you to stop limiting God’s abundance with a middle-class mindset. Real estate is the tool, but your faith is the engine that drives wealth creation. This book forces you to confront your beliefs about money, faith, and God's will—and if you’re not ready for that, this book isn't for you. But if you’re tired of playingsmall and are ready to align your beliefs with action, The Real Estate Wealth Creator Blueprint is the no-nonsense guide that will take you there." #BEST #STRAW #SHMS See omnystudio.com/listener for privacy information.

Bryce's portfolio is out of sync. Over the past year his leveraged ETFs have run hard and grown into a large percentage of his total portfolio. So now he's wondering what he should do: rebalance, let his winners run, double-down? To help us think through what to do next we called one of Australia's top financial advisers, Charlie Viola of Viola Private Wealth. That's not all we cover in another big episode of Equity Mates:More good news for Nvidia with its Blackwell chip selling out But there is a risk in their customer concentration The number of Australians behind on their mortgage has doubled since 2016 Why the stock market is history's greatest wealth creator —------Want to get involved in the podcast? Record a voice note or send us a message on our website and we'll play it on the podcast.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want to speak to one of our hand-picked advisers? Fill out the form on our website and we'll put you in touch.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this week's episode Manpreet talks about HOW we create money and wealth when we have had past trauma Join the FREE 5 day tapping challenge REIGNITE your financial comeback   Sign up to FREE EXPANSION podcast seriesAccess to Trauma Informed Manifestation Framework class for £33 Magnetic Money £99 manifestation courseNew Programme Overflow launching in November 2024 gt it until Friday 25th October for £2222To join the 12 week Heal Your Inner Child Programme for Self Healing Details here or email Manpreet at manpreet@heartshappiness.co.uk  Heart's Happiness Self Healing ShopInstagram for Heart's Happiness daily inspiration for your mental health and healing.Join mailing list here Subscribe to our videos on you tube.Everyone deserves to find their own Heart's Happiness and this podcast has been created with so much love from my heart to yours. Love Manpreet

When people say, "This isn't your grandpa's retirement!", they aren't kidding! This generation isn't as lucky to be able to rely on generous pensions; With the unreliability of Social Security benefits,  how are you to make your retirement savings last at least as long as you do? Listen to this podcast and get some answers to this crucial question and more!

When you were 20, whether you knew it or not, you were already laying the groundwork toward your financial future later in life. We talk a lot on this show about the stages of retirement, but financial planners say there are 5 financial stages of life. You don't want to miss this podcast!

When it comes to financial matters, everyone behaves quite differently; Some make financial decisions rationally and thoughtfully, while others make their financial decisions emotionally, and it can cost them in the end. Do you know what your financial behaviors are? Do you understand how one wrong financial decision can cost you years of retirement savings? This crucial episode covers why understanding behavioral finance is important and how to make better financial decisions during economic turbulence. You don't want to miss this one. Be sure to forward this podcast to anyone you can think of who could use sound financial advice. Thank you for listening!

The number one fear of most retired Americans is running out of money. With proper preparation, you can avoid this and many other risks to your retirement! This episode highlights some of the biggest risks to your retirement and how to address and plan for them. Stop everything and listen to this episode (and don't forget to share with your friends and family, too!).

Several retirement "unknowns" exist, but four in particular are essential to pay attention to. In this special show, we will review the four "unknowns" and more! You do not want to miss this important episode!

When it comes to your retirement, there are some big risks..or "potholes" that you want to be sure you plan for. If you don't plan for them, your entire retirement could be derailed! This episode will help you better understand what can pose a risk to your retirement plan and how to avoid it or better yet, how to properly plan for it if it is unavoidable! Cheers to another "can't miss" episode of Wealth Creator Radio!

When it comes to high prices, they are anything but funny. That being said, it is fun to take a look back and see what the history of inflation is. Sure, 39¢ bread isn't making a comeback in our lifetimes, but you do need to know how to protect your current standard of living in retirement in the future. This episode will have a bit of fun, and of course a lot of truth about how to make your retirement work for you! Be sure to listen to this episode and learn what "public enemy number one" used to be and probably should be again (and don't forget to share with your loved ones!)!

Volatility isn't good or bad; It's just reality!  The best way to take advantage of that instability is to plan for it, but do you know where to start? Listen to this crucial, can't-miss episode, with special guest speaker, Tom Siomades-Chief Market Economist of AE Wealth Management,  and learn how to take advantage of the ups AND downs of the market woes. Be sure to share this with your loved ones, as you never know who needs to hear messages like this and when! You could be saving them from some serious financial mistakes. Thanks for listening!

In today's episode, Wade dives into the Infinite Banking Concept, exploring the intricacies and processes that often leave people puzzled. He emphasizes the importance of understanding the proper sequence in becoming your own banker and shares insights from his discussions with business coach Tammy Brennan. Wade explains why it's crucial to grasp the problem of not controlling the banking function in our lives and how identifying and addressing this issue can lead to financial freedom. Tune in to learn about the four-step process to take control of your financial future and the true power of becoming your own bank. Episode Highlights 02:34 - Defining Infinite Banking. 05:52 - Importance of Process and Sequence. 10:04 - First Step in Infinite Banking: Understanding the Problem. 13:19 - The Role of Banks: Saver, Borrower, and Wealth Creator. 15:40 - Banking as a Verb, Not a Noun. 18:58 - The “Magic” of Banking: Why Banks Love Both Savers and Borrowers. 22:50 - Concept of Wealth Creation. 29:08 - Becoming Your Own Bank. 31:40 - The Legacy of a Wealth Creator. 34:52 - Practical Steps to Implement Infinite Banking.   Episode Resources Connect with Wade Borth https://www.sagewealthstrategy.com/ wade@sagewealthstrategy.com 

Today, we've been focusing on legacy planning, but it's also important to think about those other areas of your retirement finances. I want to invite you to think about where you are right now. I'm going to go through a few questions. As I do that, I want you to take a moment to mentally rate how confident and prepared you are on a scale from one to 10. This won't take long, and I want you to be honest with yourself because this is your future we're talking about now. Listen to my podcast and learn how to protect your legacy.

For years, annuities have gotten a bum rap. Too expensive. Too many strings attached. Your money is locked up forever. You've heard all the “cons” of annuities for years. But with private company pensions dying out, the tide is starting to turn. Annuities sales have had record years lately! Tune in to this podcast and learn more about one of the most powerful financial tools in the industry, why and how to use it! Thanks for listening! Eric

Now that all of the Baby Boomers are starting to retire, it's time for the Generation X to start thinking more seriously about their retirement income planning. Have you given any thought to your retirement income plan?? Listen to this podcast and learn what the key areas are that you need to focus on!  Happy Listening! Eric

We all know there are multiple stages of life, from birth to death and everything in between, but did you know that there are also multiple financial stages of life that are important to pay attention to? Listen to this week's show and learn more!

I know many of you are worried that you haven't saved enough. Or that you won't even be able to retire. I know that most of you don't have a written financial plan. A written financial plan can help you feel more financially stable so you don't have to worry if your money will last or if you can even afford to retire. We have a process for helping you create an income strategy, and we start with what we call our Blueprint to Worry Less Wealth®. Listen to this episode and learn more about my process and how we treat our clients.  

There's a line that bears repeating as we start putting together our summer travel plans again … most of the time, people spend more time planning their vacations than their retirement. Why do you think so many of us are guilty of this? Eric Heckman, CFP is here with some helpful insight to this and other topics on this episode of Wealth Creator Radio!

You can't control what kind of economy you'll retire into. You can't control what will happen with taxes, or inflation, or healthcare costs, or the stock market. But you can take steps to preserve your wealth and help ensure you'll have income as long as you need it in retirement. Eric Heckman, CFP is here to tell you ways to plan!

Many people I work with have done a good job saving for retirement. They know they may want to consider taxes, strategies to preserve their income, and creating a legacy plan for their heirs and loved ones. And when you work with someone who focuses on retirement, you can address all those different areas in one place.

We can't prevent bad things from happening. But we can plan for the worst so if there is a debilitating accident or a terminal medical diagnosis, we have a financial strategy in place to deal with it. And even though we've been focusing on some scary scenarios … you might end up living a long, healthy life but just get to the point when you really can't live on your own anymore. Eric Heckman, CFP is here to give some helpful information! You won't want to miss this episode!

This is about the ability to own your gifts, talents and monetize them to create a sustainable lifestyle. At some point in your lifetimes owning gifts and brilliance may have been unsafe, not allowed, too much for others or manipulated and controlled by others. In this lifetime you may find it difficult to create for yourself, to monetize your gifts and may even feel indebted to others. You may feel victimized, unappreciated, unvalued, not honored, abused, disrespected, or diminished. You gave up your power and allowed others to own your gifts and place a value on it. That may show us as a struggling business, low wage, failed ventures, short on money at the end of the month, bad investments. The Goddess has healthy boundaries, she celebrates her gifts and abilities and honors herself for who she is. She knows and understands that she is a gift to the world, and she decides her value, worth. She has strong boundaries, easily says NO when a situation is not in her highest good and gives and receives in with healthy balance. --- Support this podcast: https://podcasters.spotify.com/pod/show/maria-martinez820/support

Born amidst a civil war, Anthony Joseph Abou-Jaoude shares the hardships of childhood and self-discovery that paved the way for an extraordinary journey.In this insightful conversation, Anthony discusses the essence of entrepreneurship and the shift from being an employee to becoming a visionary entrepreneur.Unapologetically candid, Anthony delves into the misconceptions of success and highlights the sacrifices and commitment required to break free from traditional systems.Anthony reflects on the significance of personal development, sharing favorite books and lessons learned from mistakes. With a unique ability to foresee events, Anthony discusses the importance of peace of mind, respect in relationships, and the unending pursuit of knowledge.Learn more about Anthony Joseph Abou-Jaoude via Instagram.If you enjoyed this episode, be sure to subscribe and leave a review on your favourite podcast platform. Hosted on Acast. See acast.com/privacy for more information.

Born amidst a civil war, Anthony Joseph Abou-Jaoude shares the hardships of childhood and self-discovery that paved the way for an extraordinary journey.In this insightful conversation, Anthony discusses the essence of entrepreneurship and the shift from being an employee to becoming a visionary entrepreneur.Unapologetically candid, Anthony delves into the misconceptions of success and highlights the sacrifices and commitment required to break free from traditional systems.Anthony reflects on the significance of personal development, sharing favorite books and lessons learned from mistakes. With a unique ability to foresee events, Anthony discusses the importance of peace of mind, respect in relationships, and the unending pursuit of knowledge.Learn more about Anthony Joseph Abou-Jaoude via Instagram.If you enjoyed this episode, be sure to subscribe and leave a review on your favourite podcast platform. Hosted on Acast. See acast.com/privacy for more information.

In this podcast episode, my  guest, Natalie, delves deep into the intricacies of money mindset, identity, and the challenges faced by entrepreneurs, especially women of color. She emphasizes the importance of aligning one's identity with wealth and the pitfalls of not recognizing the value of sales in entrepreneurship. Natalie's journey from naivety to becoming a successful entrepreneur underscores the significance of embracing one's true self and the power of intuition in business. She candidly shares her experiences, highlighting the transformational power of understanding one's worth and the role of sales in achieving financial success.   Identity and Wealth: The podcast sheds light on the importance of forming a new identity around money, especially for first-generation entrepreneurs. Sales and Entrepreneurship: Natalie stresses the undeniable link between sales and profitability, challenging the misconceptions surrounding it. Money Mindset: The discussion touches upon the challenges of overcoming past financial traumas and the importance of a wealth mindset. Business Evolution: Natalie's decision to pivot her business offerings reflects the need for entrepreneurs to adapt and grow. Coaching vs. Consulting: The episode differentiates between the two, emphasizing the value of consultancy for established entrepreneurs seeking tactical advice.   If you are inspired by Natalie, you can follow her on Facebook    Are you an entrepreneur who aspires to grow your business to 7-figures or beyond? Does all of the talk about burnout, hard work and sacrifice cause you to hesitate? Most of these issues are caused by stories and beliefs that are not factually accurate. If you desire a lifestyle business that allows you to create wealth, join me and I'll share the blindspots that can pop up and create havoc in your business.  When you address these issues pro-actively you can grow your business without the fear, doubt and overwhelm that can lead to burnout. We'll be meeting on zoom November 6-9 at 11am CST. It's only $27 and you keep access to all of the videos in the exclusive Facebook group. Click HERE to save your spot. To try Magic Mind visit https://magicmind.com/designdestiny . Use code DESIGNDESTINY and save on your order.

In this episode of The Compassionate Capitalist Show™, Karen chats with Jon Gosier, a successful entrepreneur turned venture capitalist, who has made a significant impact in the worlds of adtech, fintech, and film financing. Here are the key points they explore: 1. Unlikely Combinations in Entrepreneurship: Jon Gosier is a prominent figure in both the tech and film finance spaces. We'll discuss how this unusual combination of expertise came about and the challenges young entrepreneurs face when deciding which problem to solve and build a company around, and then transitioning from building a company to becoming investors solving the problems they're passionate about. 2. The Film Industry and Georgia's Tax Credits: Georgia's generous tax credits have transformed the state into a filmmaking hub with a massive economic impact. Karen highlights the significance of these credits and how they have attracted big studios, making Georgia second only to California in producing blockbuster movies. However, the challenge remains to create a sustainable year-round industry with benefits for all stakeholder.  This includes both ends of the spectrum - helping creatives understand what is needed to attract funding and includes attracting and educating private investors to back projects with the great potential. 3. Jon Gosier's Entrepreneurial Journey: Learn from Jon's journey, from his early days as a graduate of the Savannah College of Art and Design (SCAD), where he focused on the technology side of the music industry, to being recognized as one of the "new faces of Black Leadership" by TIME Magazine. Along the way, he co-founded companies like AfriLabs and Appfrica . We'll also touch on his latest venture, Audigent, a rapidly growing adtech data platform for audience engagement analytics in the music industry. 4. Film Financing and Fintech: Jon's most recent ventures, FilmHedge and Southbox Entertainment, are at the heart of this podcast episode. FilmHedge, with $100 million under management, is one of the few groups capable of green-lighting films in Georgia, bringing much-needed capital to the state. Southbox Entertainment, with $80 million in fresh funds, introduces an innovative film finance model, which contributes to the financial funding stack for films and streaming entertainment. We'll explore how fintech is used to manage the risk associated with financing future distribution contracts, revolutionizing the film financing landscape. Join us for an insightful conversation with Karen Rands and Jon Gosier as they explore his entrepreneurial journey, beginning with his Afro Tech businesses in Uganda, to the market impact of his ad-tech innovation in Audigent,the evolution of Georgia's film industry, and his game-changing impact of fintech in film financing. Whether you're passionate about tech, film, or finance, this episode has something to inform and inspire you. To watch Jon's Ted Talk: The problem with 'Trickle-down Techonomics"  https://youtu.be/POTosC2q6Hs?si=o8fn9kG0s8VHz0bb  To learn more about Film Hedge:  http://Filmhedge.com   To learn all about Jon's history visit his Wikipedia page: https://en.wikipedia.org/wiki/Jon_Gosier To watch this episode on YOUTUBE: https://youtu.be/0ZSXVjHmcEw Karen Rands is the leader of the Compassionate Capitalist Movement™ and author of the best selling investment primer: Inside Secrets to Angel Investing: Step-by-Step Strategies to Leverage Private Equity Investment for Passive Wealth Creation.  She is an authority on creating wealth through investing and building successful businesses that can scale and exit rich.  Karen is an enthusiastic speaker on these topics for corporations, economic development groups, angel investor networks, and professional  business networks.   About Karen https://www.karenrands.co/about-karen-rands/ Visit http://Kugarand.com and learn more about the Compassionate Capitalist Wealth Maximizer System™.  Read about the Due Diligence Services, Investor Relations, Capital Strategies, Capital Access, and Capital Readiness Coaching serviced offered by her firm, Kugarand Capital Holdings.  The Compassionate Capitalist Show™ is a Podcast on YouTube.  Please visit and subscribe and share.  It is great to watch Karen and her guests live, in action.  The whole library of podcasts and interviews since 2020 can be found there by category or chronological. https://bit.ly/CCSyoutubepod  Imagine the feeling of investing in a way that had massive impact and a potential pay you back 10x your money. The time is now to find out if Angel Investing / CrowdFunding Investing is the wealth creation strategy for you.  Take action on Karen's offer to learn how to invest with confidence in entrepreneurs and sign up (FREE FOR NOW) the new Compassionate Capitalist Wealth Maximizing System. http://dothedeal.org