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In this episode of The Savvy Dentist Podcast Dr Jesse Green is joined by Tony Bradshaw. Tony is an expert when it comes to personal finance and coaching people to become millionaires. Dr. Jesse and Tony discuss the mindset of becoming a millionaire, being clear about your vision, the steps on how to do it, but also your ‘purpose' and ‘why'. Tony shares so many valuable tips to help you in your own journey to create wealth. [08:32] – How to make your plan to become a millionaire, and create a plan to execute your plan. [10:15] – What does the decision mean, when you choose to become a millionaire? [21:08] – What is money? And what does it truly mean to you? [24:24] – How to become a millionaire internally … before becoming one externally. [32:16] – How to become a dreamer. (if you're not already one) [38:05] – What are the steps to transform your life from a financial perspective?
You're about to hear from real estate powerhouse Heidi Fore, a top-producing agent, coach, and investor who literally uprooted her family to volunteer in an orphanage in Jamaica. That life-changing move inspired her to build significant passive income so she could focus on her mission—eventually buying 50 investment properties in just 62 months.Listen in to learn how Heidi used a simple, repeatable four-step system to find deals, secure financing, and manage her growing portfolio. She'll walk you through the resources, mindsets, and daily actions that helped her hit her cash flow goal while leading with her heart. Whether you're dreaming of an epic life abroad or simply looking to build wealth for your family, this episode will show you exactly how to leverage real estate to fund your biggest purpose.Resources:Learn more at heidifore.comListen to Episode 52. BRRRR: Buy, Renovate, Rent, Refinance, Repeat With David GreeneOrder the Millionaire Real Estate Agent Playbook | Volume 2Connect with Jason:LinkedinProduced by NOVAThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.WARNING! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.Advertising Inquiries: https://redcircle.com/brands
In this conversation, JP sits down with Ryan Daniel Moran of Capitalism.com to break down the key elements of a $100 million wealth plan—and why true financial freedom isn't just about money. Ryan shares the hard lessons he's learned from big wins and devastating losses, and how he's created a simple yet powerful investment framework to ensure long-term financial security. JP challenges him to think beyond just numbers, integrating purpose, joy, and legacy into his financial journey.
In this episode, we discuss the first stage of property investment – the Starting Blocks stage. We first introduced the Starting Blocks Stage in our book – Wealth Plan. This episode gives a refresher of what you need to do in this stage and how to exit it. We also share what has changed since we first wrote the book and how the tactics have changed for 2025. For more from Opes Partners: Sign up for the weekly Private Property newsletter Instagram TikTok
In this episode, business coach Leah Baldwin shares her journey from navigating the challenges of running her own businesses to becoming a trusted advisor for entrepreneurs. Leah discusses the importance of creating a wealth plan and leveraging business profits to achieve financial independence. She introduces the 30X program, a comprehensive tool she uses to guide her clients in mastering business fundamentals, life skills, and wealth strategies. Through real-life examples, Leah emphasizes the value of dreaming big, taking incremental steps, and overcoming limiting beliefs to unlock new opportunities.About Leah Baldwin:Leah Baldwin is a dynamic business coach and advocate for entrepreneurial growth, specializing in wealth creation and strategic business planning. With firsthand experience running multiple businesses, Leah understands the unique challenges faced by business owners and is passionate about helping them navigate their journeys. An expert in the Action Coach framework, Leah empowers her clients with tools like the 30X program to foster sustainable success in both their professional and personal lives. Known for her approachable style and practical wisdom, Leah inspires entrepreneurs to dream big, overcome barriers, and achieve financial freedom.Learn more: https://actioncoach.nz/find-a-coach/leah-baldwinAbout ActionCOACHActionCOACH is a global business coaching firm founded in 1993 by Brad Sugars. It offers coaching services to all types of businesses, providing guidance and support in various aspects of business management, including marketing, sales, finance, team building, and systems development. ActionCOACH operates through a network of trained business coaches who work directly with clients to help them achieve their business goals and overcome challenges. The company's vision is to "create world abundance through business re-education," aiming to empower entrepreneurs and business owners to build profitable enterprises that work without them. Learn more about ActionCOACH: https://www.actioncoach.com/Become A Coach: https://www.actioncoach.com/
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Join Brendan Seiber as he breaks down the complexities of wealth building through real estate. Discover how cash flow, appreciation, depreciation, and tax incentives work together to build a solid financial foundation, and learn how a comprehensive wealth plan can help you accelerate your path to financial freedom, regardless of your starting point. Dive in! WHAT YOU'LL LEARN FROM THIS EPISODE The role of cash flow in sustaining a real estate business How appreciation and equity build wealth over time Advantages of creating and following a tailored wealth plan Different strategies for leveraging and growing your real estate portfolio Options for repositioning assets as you approach retirement RESOURCES MENTIONED IN THIS EPISODE Define your goals, explore investment options, and track your real estate portfolio with a Wealth Plan tailored just for you. Start today at RPCInvest.com/WealthPlan. Fill out the form to get started! ABOUT BRENDAN SEIBER Brendan Seiber joined the RP Capital team in July 2022 while separating from the U.S. Army after over seven years as an Infantry leader. Since joining, he has served as the Director of Sales, where he manages a team of investment property consultants guiding clients through the investing process, from initial Wealth Plans to annual portfolio reviews. Brendan also handles acquisitions, building long-term relationships with builders, developers, and rehabbers in stable rental markets across the U.S. CONNECT WITH BRENDAN LinkedIn: Brendan Seiber Website: RP Capital CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Instagram: @ronphillips_ YouTube: RpCapital Get the latest trends and insights: RP Capital Newsletter
Get your protection from EMF damages to your body: https://ftwproject.com/ref/532 —————— Click here to get your coffee: https://www.huntersblendcoffee.com/?ref=AWK —————— Protect your investments with And We Know http://andweknow.com/gold Or call 720-605-3900, Tell them “LT” sent you. ————————————————————— *Our AWK Website: https://www.andweknow.com/ *The Patriot Light: https://thepatriotlight.com/ ➜ AWK Shirts and gifts: https://shop.andweknow.com/ *BOWLING BROS: Sons Bowling channel: https://www.youtube.com/@Bowling_Bros/videos ————————————————— United Sovereign Americans: https://unite4freedom.com/progress/ You have a fan at the Trump town hall https://x.com/truestormyjoe/status/1831499858051788904 RFK Jr. calls out the DNC for originally suing to get him off of state ballots but now suing to keep him on them: https://t.me/SpyGateDown/42042 CNN is starting to freak out about Trump's "huge numbers" with a key voting demographic https://x.com/kylenabecker/status/1831487741072437672 Sure enough hours later, the father is arrested on manslaughter charges. https://x.com/truestormyjoe/status/1831863802960474320 Right before elections DOJ Merrick Garland is on CNN basically DIRECTLY blaming Donald Trump for https://x.com/WallStreetApes/status/1831447876540768666 JUST IN: 12 busses captured on video leaving vicinity of Kamala Harris rally..https://x.com/ChuckCallesto/status/1831445554179784966 PA VOTER: “What did you learn during your first term?” https://x.com/bennyjohnson/status/1831868981436912085 RFK Jr. addresses the elephant in the room regarding mass sh0otings: https://x.com/Red_Pill_US/status/1831614506520477885 Tucker in Arizona: Democrats have now resorted to making Montel Williams' side piece a religious figure at the level of the Buddha.
In my quest to make my kid a millionaire, I developed the 60/40 generational wealth plan! I'm sharing the details with you so you can help your child build wealth and happiness. Second, we're back with our Net Worth Win segment. This month, we're featuring Justin & Haley Brown-Woods from The Price of Avocado Toast! Justin and Haley blew through a $600,000 inheritance, but then bounced back by increasing their net worth by $400,000 in 4 years! Last, my daughter Zoey will be reading the review of the month and I'll quiz her with some money questions. We're talking college sports, student loans, and the Olympics. EPISODE RESOURCES: Sponsors + Partners + Deals Make My Kid a Millionaire (course): https://www.makemykidamillionaire.com/sa Price of Avocado Toast: https://www.priceofavocadotoast.com/ MKM RESOURCES: MKM Coaching: Want 1-on-1 support with your family finance journey? Book a time with me today. Make My Kid a Millionaire Course: Want to build generational wealth and happiness for your kid? Learn more about my course! YouTube: Subscribe for free to watch videos of these episodes and interviews. Instagram: Follow our IG channel. Voicemail: Leave your questions or comments here. Merch Store: Check out our t-shirts, hoodies, and coffee mugs! SHOW INFORMATION: Marriage Kids and Money is dedicated to helping young families build wealth and happiness. This award-winning platform helps couples and parents achieve financial independence and discover the true meaning of wealth. To achieve these big goals, we answer questions and interview experts who uncover smart net worth building habits and tools that can help everyone find their own version of financial independence. Learn more at https://www.marriagekidsandmoney.com HOST BIO: Andy Hill, AFC® is the award-winning family finance coach behind Marriage Kids and Money - a platform dedicated to helping young families build wealth and happiness. Andy's advice and personal finance experience have been featured in major media outlets like CNBC, Forbes, MarketWatch, Kiplinger's Personal Finance and NBC News. With millions of downloads and views, Andy's message of family financial empowerment has resonated with listeners, readers and viewers across the world. When he's not "talking money", Andy enjoys being a soccer Dad, singing karaoke with his wife and relaxing in his hammock. HOW WE MAKE MONEY + DISCLAIMER: This show may contain affiliate links or links from our advertisers where we earn a commission, direct payment or products. Opinions are the creators alone. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. Marriage Kids and Money (www.marriagekidsandmoney.com) is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to amazon.com. CREDITS: Podcast Artwork: Liz Theresa Editor: Podcast Doctors Podcast Support: Nev Maraj Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's bonus snippet is from a previous episode on the 6 Critical Foundations Your Wealth Plan Should Be Built On. In this TPC Gold soundbite, Bryce & Ben discuss two of the non-negotiables when building your property portfolio and why it's so important to get the foundations right! Take any iconic building you can think of as an example – whether that's the Sydney Opera House or the Burj Khalifa. Chances are not many were going around taking photos of these structures when they were incomplete...but it was this phase that was absolutely the most important. Building the foundations – whilst not glamorous, is what ensures the buildings are the masterpieces they are today. When you have your foundations right, you can account for external movements and be as prepared as you can be for whatever comes your way! Tune in to the full episode here: Episode 101 | Sand or Stone – 6 Critical Foundations Your Wealth Plan Should Be Built On Episodes You May Like Ep 330 | Top 10 FOMO Mistakes Investors Make! Ep 365 | Why Is Investing So Confusing? The Game of Property Investing: How to Win Before You Even Play LISTEN TO THE FIRST 20 EPISODES HERE >> MOORR MONEY MANAGEMENT APP:
Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, "Regions Business Radio" covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank. On this episode, J.D. is joined by Bryan Koepp, Senior Vice President/Wealth Planning […] The post Do You Have a (Wealth) Plan? appeared first on Business RadioX ®.
Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, "Regions Business Radio" covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank. On this episode, J.D. is joined by Bryan Koepp, Senior Vice President/Wealth Planning […]
In this episode, we discuss the Right Rent system. This comes from Ed and Andrew's book – Wealth Plan. It includes the exact process that you can use to set the right rent for your property every single time. For more from Opes Partners Sign up for the weekly Private Property newsletter Instagram TikTok Rental yield Want to know what your investment property could earn? Use our rental yield calculator to forecast your property's potential income.
It has been a month since the CPF changes were announced, and there are still ongoing discussions in the media, online, and in various finance chat groups. With all the noise surrounding this 'hot topic,' our CEO, Chris, shared a simple guide in a Business Times article, which all Singaporeans can refer to when considering their next steps in light of these changes.In this week's Money Wisdom episode, our co-host Jin interviews Chris, as he digs deeper into this article to discuss the pros and cons of a private annuity plan and CPF LIFE, with your life goals and savings plan in mind. Chris shares how crucial it is to have a robust wealth plan, as government policies and your personal needs may change over time.You can read Chris' article in The Business Times on this topic here.Also, stay tuned for our next podcast episode, for part 2 of a nine-part series that covers the wealth management journey of our clients!You can register for the webinar here: https://us06web.zoom.us/meeting/register/tZ0pdO6tpjkqGtXRgF8CkipS_KAw0mI4tbuW#/registrationThe host of this episode, Jin Lee, is an Associate Adviser at Providend, the first fee-only wealth advisory firm in Southeast Asia and a leading wealth advisory firm in Asia. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/ Music courtesy of ItsWatR. Mentioned in this episode:Subscribe to our mailing list for more content!If you're interested in getting more of our thought leadership contents, click this link to subscribe to our newsletter today: https://providend.com/#newsletter-subscribe
Dust off your wealth plans and explore why regularly reviewing them helps avoid costly missteps, maximize returns, and achieve financial peace of mind. Plus, learn how ditching realistic goals for incredible ones can unlock hidden potential and propel you towards true wealth freedom! WHAT YOU'LL LEARN FROM THIS EPISODE 2 critical things to succeed as a real estate investor Why it's vital to ask questions during the wealth planning process Reasons why some people fail in achieving their goals Benefits of surrounding yourself with the right people The importance of building a wealth plan and regularly reviewing it CONNECT WITH US: If you need help with anything in real estate, please email invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community Get the latest trends and insights: RP Capital Newsletter
The Color of Money | Transformative Conversations for Wealth Building
Marc King isn't just any guest; he's the president of the largest real estate company globally. His reputation precedes him, and honestly, it's not every day you get to chat with someone whose influence stretches so far and wide. While I could go on about his extensive bio, let's just say being the president of such a prestigious company speaks volumes about his expertise and leadership.In today's conversation, we're not just talking about real estate; we're talking about wealth building. Marc is a master in this field. His insights and strategies are not just theories; they're proven pathways to success. I still vividly remember a conference a couple of years back where Marc was a speaker. The event was packed with big names and dazzling lights, but the one thing that everyone couldn't stop talking about was Marc's session on wealth building. He didn't just take the stage; he owned it, leaving an indelible mark on everyone who was fortunate enough to listen.We're honored and beyond excited to have Marc King with us today. So, tune in, grab your notepad, and prepare to be enlightened as we explore the intricate world of wealth building with a true maestro of the industry.Resources:Learn more at The Color of MoneyConnect with Marc King on LinkedInJoin the Wealth Building 2.0 Facebook GroupBecome a real estate agent HERERead: Who Not How: The Formula to Achieve Bigger Goals Through Accelerating TeamworkConnect with Our HostsEmerick Peace:Instagram: @theemerickpeaceFacebook: facebook.com/emerickpeaceDaniel Dixon:Instagram: @dixonsolditFacebook: facebook.com/realdanieldixonLinkedIn: linkedin.com/in/dixonsolditYouTube: @dixongroupcompaniesJulia Lashay:Instagram: @iamjulialashayFacebook: facebook.com/growwithjuliaLinkedIn: linkedin.com/in/julialashay/YouTube: @JuliaLashayProduced by NOVA MediaThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.
The economy is improving and the markets are up, but did you know tax policies have also changed? Find out what this means for your retirement with help from the expert wealth planners at Goldstone Financial Group in Nolensville, (630-620-9300.) Learn more at https://www.goldstonefinancialgroup.com Goldstone Financial Group City: Oakbrook Terrace Address: 18W140 Butterfield Road Website: https://goldstonefinancialgroup.com/ Phone: +1-630-620-9300 Email: contactus@goldstonefinancialgroup.com
One of the biggest threats to your retirement isn't market volatility; it's your longevity. People are living longer, which means you'll likely spend more years in retirement than you think. Join John as he outlines actions you should be taking now that could boost your savings, allowing you to feel secure during your slow down years and your retirement years, without sacrificing those plans you have. Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life! Important Legal Disclosure: creativeplanning.com/important-disclosure-information/ Have questions or topic suggestions? Email us @ podcasts@creativeplanning.com
John Lamerton, a seasoned entrepreneur graciously opens up about his distinctive path—breaking free from conventional norms, embracing homeschooling, and making the pivotal decision to exit a business in 2016. During our insightful conversation, John generously shares his perspectives on the significance of imparting invaluable lessons to his children. Delving into the nuances of money role modeling and family traditions, he takes us on a journey of personal insights and intimate reflections. Join us as we explore the intricate dynamics of family life, the intricacies of financial strategies, and the ever-evolving landscape of entrepreneurship. This episode promises a wealth of wisdom and personal anecdotes from John's unique experiences. Resources In This Episode:>> John Lamerton [LinkedIn] Next Steps On Your Wealth Building Journey:>> Join the ‘WealthBuilders For Families' Waitlist>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCESIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Ken Greene advocates for intentional personal and financial planning. Despite past fears and resistance, he has learned the value in saving for the future and employing strategies like dividend paying insurance plans. His experience of fatherhood has reinforced his perspective on planning for the future. Ken concludes his end-of-year message with a disclaimer about his content, reminding listeners that investment decisions should be made cautiously and with the understanding of inherent risks. He emphasizes the importance of consulting with qualified financial advisors if necessary. Links and Resources from this Episode DISCLAIMER For resources and additional information of this episode go to http://engineeroffinance.com Connect with Ken Greene http://engineeroffinance.com Office 775-624-8839 https://www.linkedin.com/in/ken-greene https://business.facebook.com/GreeneFinance Book a meeting with Ken If you liked what you've heard and would like a one-on-one meeting with the Engineer Of Finance click here Episode Highlights Ken's dislike for New Year's resolutions How he sees the end of the year as a great time to reflect on achievements and potential improvements for the future How to be prepared for the unknown rather than creating plans based on hypothetical scenarios Logical reasoning for planning the future: Making choices today for a more prosperous tomorrow. Reflection on past years and the positive outcomes brought about by careful planning Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Subscribe with Apple Podcasts Follow on Spotify Subscribe with RSS
In this week's episode, Pabilo shares facts, figures and key drivers into why 70% of wealthy families fail to successfully transfer their wealth to the next generation. The failure rate only increases when you look into the third generation. If you are passionate about creating wealth to pass it on to your children then this takeaway episode will help you to understand the three key main drivers to avoid the wealth transition pitfalls. Aʟʟ ᴠɪᴇᴡs ᴀʀᴇ ᴏᴜʀ ᴏᴡɴ If you have any feedback or any topics you'd like us to discuss on the show, DM us on Instagram @takeflightpodcast. Please also subscribe and leave a review on whichever platform you are listening on too (we are now on Youtube) ------ Important Information: This podcast is for information purposes only. Matters discussed are not intended to provide and should not be relied on as investment, accounting, legal or tax advice or recommendation. The views and opinions presented are those of the four podcasters (and/or any guests) and these may change. We advise that you seek and/or obtain independent professional advice in relation to your personal circumstances.
This week, we dive into the world of wealth-building strategies and uncover some hidden gems that can help you elevate your income without any extra costs. Ever wondered what a salary sacrifice is and how it can potentially boost your income or pension? We break it down for you, along with demystifying national insurance contributions and how reclaiming them can give a nice boost to your take-home pay. Kevin and Christian emphasise the value of salary sacrifice for all employees looking to amass wealth. Understanding the terminology and advantages is key to fully tapping into this wealth-building strategy. In the episode, we shine a spotlight on the magic of compound interest and its pivotal role in wealth building. We explore the intricacies of the compounding cycle, interest rates, consistency, and the associated risks. Tune in for an enlightening episode filled with practical financial wisdom that could be your stepping stone to a brighter financial future. Resources In This Episode:>> Birmingham Networking Meetup>> WT218: How Safe Is Your Pension? Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
This week we venture into the education system and explore how a school is shaping the entrepreneurs of the future. In the episode, we are joined by Edd Moore, a primary school teacher and sustainability enthusiast renowned for his innovative teaching methods and environmentally friendly initiatives. Sparking their passions, the school Edd Moore teaches at encourages children to engage in sustainability-focused projects, evolving from a communal garden to selling handmade, eco-friendly goods while teaching them essential business skills. The fascinating project is helping shape young minds through entrepreneurship, with the 'Fiver Challenge' - an innovative initiative that empowers children to start their own mini-business venture using just five pounds! Stay tuned for helpful tips parents can employ to encourage their children, teenagers or young adults' entrepreneurial spirit and mindset around money. Resources In This Episode:>> Edd Moore [LinkedIn]>> Birmingham Networking Meetup Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In the latest WealthTalk episode, we tackle the pressing concern for millions worldwide… the security of your pension! Kevin and Christian delve deep into the specifics of protecting your pension and explore the reasons it is critical to do so. Equip yourself with the tools and expertise needed to ensure the safety and sustainability of your pension, no matter what challenges the financial world throws your way. Whether you're approaching retirement, in the midst of your career, or just embarking on your pension journey, this episode will provide invaluable insights into fortifying your pension's security and strategies to create growth. Resources In This Episode:>> Networking & Cashflow 101 London>> Birmingham Networking Meetup Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In this episode, we discuss the only 4 ways to make money in real estate. Fresh off our Wealth Plan tour, these include capital growth, instant equity, debt repayments and cashflow. Ultimately you can use this information to evaluate any strategy you're considering.
Jon talks with Brett Swarts, Author of Building A Capital Gains Tax Exit Plan: The Proven Playbook for Unlocking Your Ideal Wealth Plan When Selling Assets of Any Kind for Yourself or Your Clients. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Brett Swarts: Website: https://capitalgainstaxsolutions.com/ Book on Amazon: https://www.amazon.com/Building-Capital-Gains-Exit-Plan-ebook/dp/B0C155RHWP
In this thought-provoking episode of WealthTalk, we have the honour of interviewing author and TedX speaker, Dr Shelley James. Shelley is a visionary in the art of turning passion into profit, and she's here to share her wisdom with you. Join us as we embark on a journey with Shelley, who unravels the secrets behind identifying and transforming your deepest passions into a source of financial prosperity. Learn how to create a business that not only generates profit but also makes a positive impact on the world, fulfilling your personal and financial aspirations. As well as hearing the hurdles and setbacks you may encounter on your passion-driven business journey, with Shelley offering practical advice on how to navigate them successfully. Whether you're an aspiring entrepreneur or looking to infuse new life into your existing business, this episode is a must-listen. Resources In This Episode:>> Dr Shelley James [LinkedIn]>> Networking & Cashflow 101 London>> Birmingham Networking Meetup>> WT159 - Looking At Your Wealth In A New Light w/ Dr Shelley James>> WT201 - Member Story: First Steps Into Business, Rachel Bunney>> Validate Your Business Mini-Course Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In this episode of WealthTalk, we have the pleasure of hosting experienced investor, Suzi Carter. Suzi shares her invaluable insights on strategies and techniques that empower families to create a lasting legacy of prosperity and financial well-being.During this engaging episode, Suzi emphasises the importance of imparting financial knowledge to family members, equipping them with the skills to make informed decisions and secure their financial future.We delve into the intricacies of estate planning, including wills, trusts, and other essential tools for passing down assets while minimising tax burdens.Ready to take the reins of your family's financial future? Suzi also shares pearls of wisdom on smart investment strategies and effective wealth management techniques that are essential for growing and safeguarding your family's wealth. Resources In This Episode:>> Suzi Carter [Website]>> Suzi Carter [LinkedIn]>> Networking & Cashflow 101 London>> WT56: The Commercial Property Market Post Covid19 with Suzi Carter>> Secrets of the Millionaire Mind: Think Rich to Get Rich! [Amazon]>> The Entitlement Trap: How to Rescue Your Child with a New Family System of Choosing, Earning, and Ownership [Amazon] Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Join us as we engage in an enlightening conversation with Chris Henry about the strategies, tools, and insights that families can utilise to enhance their financial well-being and secure a prosperous future. During the episode, Chris shares his extensive knowledge and practical advice on a range of topics, including smart investment strategies, estate planning, and creating financial legacies that benefit not only today's generation but those to come. Tune in as we explore the importance of setting financial goals, aligning investments with your family's values, and navigating the complexities of estate planning. This episode is a must-listen for families who aspire to achieve lasting financial success, safeguard their loved ones' futures, and create a legacy that endures through the generations. Resources In This Episode:>> Chris Henry [LinkedIn]>> Dr. John Demartini: The Values Factor: The Secret to Creating an Inspired and Fulfilling Life [Amazon]>> WT113: What If You Can't Find Your 'Why'?>> WT207: WealthBuilders for Families: Mark Stokes Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In the latest WealthTalk episode, we're joined by the Founder of Blue Tree Savings and author of ‘Grandpa's Fortune Fables', Will Rainey, to explore a crucial topic for parents and grandparents; turning pocket money into lifelong financial wisdom. Join us as we dive deep into a conversation with Will Rainey to understand the transformative power of teaching financial literacy to children, teenagers and young adults. In a world where money management skills are essential, Will shares his wealth of experience and knowledge on how to instil great financial habits in the next generation. In the episode, Will discusses the importance of early financial education, offering real-world examples and success stories that showcase the remarkable impact it can have on a child's future financial well-being. From savings goals and smart spending to investments and the power of compounding, you'll gain valuable insights into how to empower your children, teenagers and young adults with the skills they need to navigate the financial landscape with confidence. Resources In This Episode:Will Rainey [LinkedIn]Blue Tree Savings [Website]Grandpa's Fortune Fables [Amazon] Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Families membership is LIVE! In the latest WealthTalk episode, we take a sneak peek into the WealthBuilders for Families membership to explore what makes this such a unique and invaluable membership for parents, grandparents and relatives looking to ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead. Discover how the Families membership provides you with access to a wealth of resources, expert guidance, and a supportive community. The WealthBuilders for Families Founder Members offer is available until midnight Monday 9th October. By signing up, you lock in a unique discount and bonus content for the lifetime of your membership! Resources In This Episode:>> Founder Members Launch [Limited Time Offer]>> Manchester Meetup Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In this episode of WealthTalk, we delve into the critical topic of raising financially responsible children with our special guest, Joanna Martin, Founder of One of Many. Join us as we explore the essential skills and strategies parents can employ to instil financial literacy and responsibility in their kids. Joanna explains the importance of laying a strong financial foundation for children and why it's never too early to start teaching them about money with age-appropriate financial education and lessons that help your children grasp essential financial concepts, from saving and budgeting to understanding the value of money. She shares insights on teaching children to set and work towards long-term financial goals, including saving for college and future financial independence and we delve into the impact of technology on children's financial education and how to navigate the digital age when teaching financial responsibility. In the episode, we discuss the vital role parents play in modelling good financial behaviour and share practical tips for creating a financially responsible environment at home. Join us in this insightful conversation as we empower parents to equip their children with the skills and knowledge needed to make informed and responsible financial decisions throughout their lives. Tune in now to learn how to raise financially responsible children with confidence. Resources In This Episode:>> Register for Families Launch Webinar>> Joanna Martin [LinkedIn]>> Joanna Martin [Website]>> WT54: Dr. Joanna Martin - Intellectual Property and Business Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Applications for 7 Figure Wealth close on midnight on Friday September 29th! To learn more about 7FW read our sales page here: https://ginaknox.co/mastermind To go straight to the application click here: https://airtable.com/appIL6sdi4JL0APqc/shr2Vrd7D9MU98Cuw
In this episode, Tyson Ray and I discuss exit planning for business owners, marrying business owners' sale with their other financial planning. Tyson is a founding partner of FORM and a financial advisor with over 25 years of experience guiding clients through life's events. Tyson is the author of Total Relationship, a book to help financial advisors fully understand their clients' needs. Tyson shares client experiences, and describes the elements of the Total Relationship, being their Life Plan, Wealth Plan, and Care Plan. Tyson emphasizes the need for early planning, succession grooming, and acquiring life insurance at a young age.Tyson received his Certification in Business Exit Planning to better support entrepreneurs and business owners in selling their business. He strives to help other business owners assess their future and business so they can monetize their life's work to enjoy a retirement they have worked hard to build.Tyson has obtained his CERTIFIED FINANCIAL PLANNER™ Certification and his Certified Investment Management Analyst® Certification to apply knowledge with expertise to help make life better for his clients. He is passionate about having a complete with his clients and wants to help positively impact the financial industry. Securities through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors Inc. FORM Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James and its advisors do not provide tax advice.Selling a business is the American dream, the pot of gold at the end of the rainbow, the reward for years of hard work. Successful entrepreneurs make countless sacrifices in hopes that they would someday reap the benefits of their labor and live a new life of vacations, recreation, and prosperity. You only exit your business once, so you should feel confident passing this milestone. A successful business exit reflects the preparation done beforehand. Failing to plan is planning to fail. The owner of a privately held company has several alternatives on how to exit their business. In the absence of an exit strategy, events will inexorably dictate the final exit plan. A costly involuntary exit may be caused by death, disability, divorce, disagreement, or distress. Selling Your Business with David King will help you take control of the sale process and make it positive one.
In this captivating episode, we sit down with one of our Founding WealthBuilders Members, Andreas Loizou, to explore his remarkable title-splitting property deal. Andreas shares the intricacies of how he discovered and navigated this deal, shedding light on his invaluable learning experiences after going through multiple challenges. Andreas credits his Wealth Coach, Manish Kataria, and the WealthBuilders community for playing pivotal roles during this project, highlighting the guidance and camaraderie that have been instrumental in his success. This episode is a must-listen for anyone seeking inspiration, practical property advice, and a deeper understanding of the profound impact a supportive community and mentorship can have on your financial journey. Resources In This Episode:>> Andreas Loizou [LinkedIn]>> WT144: Member Spotlight: Andreas Loizou>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
As they don't teach financial literacy at schools, colleges or the workplace, we believe it is vital for parents to be the best money role models they can be. At WealthBuilders, we're on a mission to help parents and grandparents ensure their children, teenagers and young adults, are equipped with the knowledge and confidence to deal with the financial challenges and opportunities ahead. We want to help nurture a financially wise generation, ensuring wealth isn't just consumed but grown and passed down. This is why we have created the following 7 principles. Listen now to find out how you can be part of this truly life-changing community as a founding member. Resources In This Episode:>> Register for Families launch webinar Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In this captivating episode of WealthTalk, we shine a spotlight on one of our founding WealthBuilders members, Glyn Wilkinson. Join us as we delve deep into Glyn's inspiring journey within the WealthBuilders, where financial transformation and empowerment are at the forefront. Having been one of the 100 founding WealthBuilders members when he joined in 2019, Glyn Wilkinson, shares his invaluable experiences, the challenges he's had to overcome and his success stories since joining the programme. Listen in as he discusses how WealthBuilders has empowered him to take control of his financial future, make informed investment decisions, and build a path towards financial independence. Whether you're a seasoned investor or just starting your wealth-building journey, this episode offers valuable insights and motivation to help you achieve your financial goals. Resources In This Episode:>> Glyn Wilkinson [LinkedIn]>> WT018: SSAS Pensions [The Director's Pension]>> WT163: From Zero To £20k A Month w/ Heather Smail Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
*The giveaway has now closed. A robust savings account puts you in a position to weather storms and invest extra money wisely. In episode five of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams discuss money-saving habits and budget models that put your savings on automation. In this episode, we cover the following: Four elements of saving [1:36] Stats about saving [3:35] Highlighter exercise [5:51] Reducing things you don't really need [8:02] Creating an emergency fund [12:21] Calculating four months' reserve savings [13:27] Saving and offsetting inflation [15:16] Building an emergency fund for businesses [17:00] Automate savings [19:11] 50/25/25 budget model [23:26] 80/10/10 budget model [27:27] Ten ways to save like a pro [30:05] Saving and investing questions [35:09] Resources discussed in this episode: Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly Download the workbook and resources for Episode 5 at https://winmakegive.com/wealth-part-5/ Wealth Series 2.0 - Episode 2 - Reality Check: https://apple.co/45nzYvX Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive Connect with the hosts: Ben Kinney: https://www.BenKinney.com/ Bob Stewart: https://www.linkedin.com/in/activebob Chad Hyams: https://ChadHyams.com/ Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/ More ways to connect: Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up Explore the Win Make Give Podcast Network: https://WinMakeGive.com/ Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx ------ Part of the Win Make Give Podcast Network
In this episode, we dive deep into the dynamic world of property investment with property entrepreneur, author, investor and mentor, Simon Zutshi. Join us as we explore the ever-evolving landscape of property and answer the burning question on every investor's mind: "Can you still make money from property?" With years of experience and a keen eye for market trends, Simon Zutshi guides us through the intricate pathways of property investment. Simon unpacks the strategies and mindsets that can lead to profitable ventures, even in uncertain times. Tune in as we unravel the secrets to success in property investment and gain valuable insights from an industry expert. Discover how to identify opportunities in the ever-changing property market, leverage creative financing techniques, and harness the power of networking. Whether you're a seasoned investor or just stepping into the realm of property, If you're curious about the potential of property investment in today's world, this episode is a must-listen. Resources In This Episode:>> Simon Zutshi [LinkedIn]>> Simon Zutshi [Website]>> Lease Options Magic [Simon's Brand New Book]>> FREE pin Meeting Ticket. Voucher Code: WealthBuilders Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Join us as we sit down with business owner, property investor and developer, author, husband and father, Mark Stokes. Mark left his successful corporate career to build a portfolio of multi-generational assets from property through to business ownership and investment, achieving financial independence in his mid-forties. In the episode, Mark delves into the importance of education, communication, and aligning family values with financial goals. This episode equips you with the tools to embark on your own journey of building and maintaining wealth that stands the test of time. If you're looking to secure your family's financial future and navigate the complexities of generational wealth, this episode is a must-listen. Resources In This Episode:>> Mark Stokes [LinkedIn]>> EquaAcademy [Website]>> Advice To Your Younger Self: A unique collaboration of reflections, lessons and advice, inspiring you to fulfil your unlimited potential>> Join the Waitlist – WealthBuilders for Families Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
With the launch of WealthBuilders for Families just around the corner, we sit down with Shaz Nawaz – a seasoned entrepreneur, accomplished investor, and expert property tax accountant. In this insightful episode, we delve into Shaz's journey as he unveils his role as a financial role model for his four children. Drawing from personal experiences, Shaz imparts invaluable money lessons cultivated during his upbringing. Learn how these lessons now empower him to share financial wisdom with his own children, shaping their understanding of investments and the true worth of money. Tune in to discover how you, too, can initiate transformative conversations with your loved ones and create a legacy of financial literacy. Resources In This Episode:>> Shaz Nawaz [LinkedIn]>> AA Accountants [Website]>> Join the Waitlist – WealthBuilders for Families>> RSVP for our London Meetup - Thursday 17th August
In this episode of WealthTalk, we dive deep into the secrets to achieving pension millionaire status by the age of 50. Kevin and Christian explore the tangible steps, insightful strategies, and investment techniques you can utilise to navigate the complex landscape of pension investments, seize opportunities, and make your retirement years truly golden for yourself or future generations. Whether you're working on your own financial planning journey or building a plan for your loved ones, this episode will empower you with the knowledge and inspiration needed to transform your pension into a powerful wealth-building tool. Resources In This Episode:What is the difference between a SIPP and a SSAS pension?Talk to WealthBuilders about SSAS pensionsProviders of small self-administered schemes must "up their game" as the product marks the 50th anniversary of its creation this year. Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
In this highly informative podcast, your hosts Kevin Whelan and Christian Rodwell take you on a comprehensive journey through the risks that demand careful consideration as you approach retirement. Kevin and Christian share the critical importance of safeguarding your financial future. In this episode, they address outliving your savings, preparing for unexpected costs, protecting your purchasing power and much more! Whether you're approaching retirement or already enjoying it, this episode will equip you with the knowledge and tools to navigate potential pitfalls and ensure a comfortable and worry-free retirement. Resources In This Episode:>> WT198: 3 Essential Insurance Policies You Should Consider w/ Paul Brooks Next Steps On Your Wealth Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Resources In This Episode:>> Join the waitlist – WealthBuilders for Families Next Steps On Your Wealth-Building Journey:>> Join the WealthBuilders Community>> Join the WealthBuilders Academy>> REGISTER HERE FOR ACCESS TO FREE RESOURCES If you have been enjoying listening to WealthTalk - Please Leave Us A Review!
Get ready for an insightful episode as we reveal how properties can transform your life into one of wealth and leave a lasting legacy. Discover the secrets of wealth plans and why investing in real estate is a crucial path to consider. Don't miss out on this fascinating discussion - tune in now! WHAT YOU'LL LEARN FROM THIS EPISODE A distinctive strategy for nurturing an individual's financial growth Key inquiries to consider before constructing your real estate-based wealth plan How investing with RP Capital works as a wealth plan What are asset buckets and their importance in real estate The power of having a well-structured wealth plan RESOURCE MENTIONED IN THIS EPISODE Women Investor Network: Igniting Financial Empowerment and Success - Hope Murphy CONNECT WITH US: If you need help with anything in real estate, please email: invest@rpcinvest.com Reach Ron: RP Capital Leave podcast reviews and topic suggestions: iTunes Subscribe and get additional info: Get Real Estate Success Facebook Group: Cash Flow Property Facebook Community
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Josh DeLoach: Why You Need a Customized Wealth Plan Josh DeLoach is the Chief Strategy Officer and Partner at Nilsine Partners, a financial professional who prioritizes building genuine relationships with clients based on transparency and trust. With a background in finance since 2011 he co-founded Nilsine Partners in 2021. When not at work, he loves spending time with my family and exploring the great outdoors in Colorado. Welcome to the Conscious Millionaire Show for entrepreneurs, who want to achieve high sales and positively impact humanity! Join host, JV Crum III, as he goes inside the minds of conscious guests such as Millionaire Entrepreneurs and World-Class Business Experts. Like this Podcast? Get every episode delivered to you free! Subscribe in iTunes Download Your Free Money-Making Gift Now... "Born to Make Millions" Hypnotic Audio - Click Here Now! Please help spread the word. Subscribing and leaving a review helps others find our podcast. Thanks so much! Inc Magazine "Top 13 Business Podcasts." Conscious Millionaire Network has over 3,5000 episodes that have been heard by over 100 million in 190 countries. Join us as a regular listener to get money-making and impact secrets on how you can grow your business and make a massive difference for humanity faster!
Cedric Nash Explains The Millionaire Mindset, Wealth Plan + MoreSee omnystudio.com/listener for privacy information.
How can you ensure your money is protected, even in a recession? Does the advice of financial advisors work during economic slowdowns? Can you increase your wealth during these times? And is real estate safe, or should you stay in the stock market? Chris Miles will dissect the ideas of a financial advisor's advice to his client about the stock market and real estate investing and why using that advice could cost your family's freedom. Let's join Chris in this episode; together, we will get rich and create a rich life!
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