Podcasts about wealth wisdom

The best young operator in your district has already decided whether they'd work for you — and they made that call from their phone, long before any job ad went live.In Episode 130, Ben Law sits down with Lavinia Wehr, Founder and Creative Director of AgSocial, the socials-first agency built specifically for agricultural businesses. Lavinia grew up on a sheep and broadacre property in Esperance, backed herself into business at 22, and now works alongside some of the country's most ambitious farming enterprises to shape how they're seen online — and who they attract because of it.This conversation is for the family business that's growing, professionalising, and quietly competing for the same handful of high-calibre people everyone else wants. Lavinia and Ben talk through why a strong online presence has become one of the most practical recruitment tools a modern farm has, how the right content shows prospective staff exactly what kind of operation — and family — they'd be joining, and why the businesses getting this right are pulling ahead while others wonder where the good applicants went.You'll hear how to start from a blank page without feeling overwhelmed, what high-performing agribusinesses are doing differently right now, and the small, surprisingly ordinary moments on farm that turn out to matter most to the people watching. There's also a candid thread running through the episode about the next generation — what it really takes to step into a leadership seat in a multi-million-dollar farming business, and why backing yourself early may be one of the most valuable decisions a young person on the land can make.If your family is thinking seriously about who carries the business forward — and how you'll attract the people who help them do it — this one's worth your time.

On this episode of the Kid Contractor Podcast, Caleb reflects on the decision to continue his Together in the Trades events after a successful weekend in Arizona. Auman also explores a series of philosophical quotes from entrepreneur Naval Ravikant, focusing on themes like escaping competition through authenticity and the value of meaningful work. Throughout the episode, Caleb shares personal anecdotes about balancing labor with leadership and the importance of professional development in the green industry. The podcast concludes with a look toward future growth and upcoming training opportunities at the Hardscape Academy. Key Takeaways: Focus on being authentic in your business and service to escape the pressure of competing solely on price or standard offerings. Act on new ideas and inspiration immediately because that creative energy is perishable and fades quickly over time. Delegate routine tasks and busy work to others so you can focus on high-impact activities like building client relationships and scaling your company. Implement clear documentation and photo-sharing systems on every job site to eliminate miscommunication and resolve disputes with facts rather than guesses. Prioritize your personal growth and mindset to ensure you are becoming happier as you age, as that is the ultimate test of success. Connect with Auman Landscape

You've built something worth protecting. You've made the sacrifices, reinvested when others spent, and stayed the course when the easier path was right there. That discipline shaped everything. But what if the very thing that made your operation extraordinary is quietly becoming the thing that holds it back?In this mini episode, Ben Law opens with a moment that will feel uncomfortably familiar to anyone sitting on either side of the generational fence — a conversation that started with a Landcruiser and a bull bar, and ended somewhere most farming families never quite manage to go.Ben unpacks why the transition from one generation to the next so often stalls not because of money, not because of succession plans, and not because of bad intentions — but because of something far more human and far more fixable. He speaks directly and plainly to both generations: the one holding the keys and the one waiting for them.What does it actually look like when a family gets this right? What happens in the room when the person with the most power chooses curiosity over certainty? And what is the one thing each generation can do this week — not next year, not at the next family meeting — to start shifting the dynamic right now?This episode won't take long to listen to. But it might be the conversation your family has been circling for years. If this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360-----------------------Ben Law is a coach to some of Australia's most successful farming families. He was raised on the land — three generations of farming in his blood — and has spent almost 30 years and more than 40,000 hours alongside farming families, first as their financial adviser and now as their coach. Along the way he learned the truth nobody talks about: what makes or breaks a family legacy isn't the money — it's whether the family can communicate, get aligned, and prepare the next generation before succession arrives.That's what this podcast is about. Each fortnight Ben sits down with farming families, trusted advisers and industry experts to unpack how to build a family that thrives across generations — strong in business, strong in relationships, and set up to hand over the farm without losing each other.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast....

Ask most farming families when succession actually begins and you'll hear a number — fifty-eight, sixty, "once the debt's down." In Episode 129 of The AgriCoach Wealth & Wisdom Podcast, succession facilitator James Hamilton of Cultivate Advisory offers a very different answer, and it reframes almost everything families think they know about handing on the land.James isn't a consultant who parachutes in with theory. He's a farmer first — twenty-five years on the land at Narromine with his wife Amanda — who lived through his own family's succession and came out the other side with relationships stronger, not strained. That lived experience is the spine of this conversation with Ben Law, and it's why his approach lands so differently from the usual advice.Ben and James get into the one conversation most families quietly avoid for years — the one that, left unspoken, slowly erodes relationships while everyone waits for a "better time." They talk through the difference between fair and equal, and why the families who get this right stop fixating on dollar figures and start thinking about something far more powerful. There's also a deceptively simple golden rule for parents that turns the usual planning process on its head — and spares them the heartbreak of presenting a polished plan only to watch it fall flat.You'll hear why the strongest farming families treat relationships and balance sheets as equally important, what really happens when you invite the child who "doesn't need anything" into the room, and how time itself quietly becomes either the most valuable asset on the table or the most expensive thing you waste.This one is for forward-thinking families who'd rather shape the next chapter on their own terms than have it shaped for them. Whether you're five years out or fifteen, the next gen wondering how to even raise it, or a parent who keeps putting it off, family farm succession planning starts with a single conversation — and this episode shows you how to begin it well. 

What if your money problems were never about money?Doug Lynam has had three careers: Marine, Benedictine monk, and financial advisor. That path led him to one insight most financial professionals never arrive at. Your Enneagram personality type has been driving your financial decisions since childhood. He calls these patterns Money Monsters, and every one of us has them.In this episode, Doug walks John St. Pierre and Rich Hoffmann through the nine Enneagram types and their relationship to money, explains the four pillars of finance and where each type struggles most, and makes the case that building real financial strength is not selfish. When you align your money with your values, you stop surviving and start serving.What you'll walk away with: an understanding of how your ego defense structures shape how you earn, save, invest, and give; the two Money Monsters for Type 2 helpers and Type 3 achievers; why paying yourself first is the antidote for the over-giving type; and what it means to use your wealth as a tool for love and service to the world.Download Doug's free Enneagram personality test at douglynam.comConnect with Doug Lynam on LinkedIn at https://www.linkedin.com/in/doug-lynam/Hosted by John St. Pierre and Rich Hoffmann, Entrepreneurs United is built for founders and leaders who want straight talk on building businesses that actually work. New episodes every week.https://entrepreneursunited.us/links

What if the reason you can't find good people has nothing to do with where your farm is — and everything to do with how you're showing up?Finding and keeping top talent in agriculture is one of the most pressing challenges facing farming families today — and it's only getting harder. With a retirement cliff looming, a shrinking pool of skilled workers, and a generation that thinks and works differently than any before it, the old ways of hiring simply don't cut it anymore. But here's the thing: the farms that are winning this battle aren't necessarily the biggest or the best resourced. They're the ones who've figured out what great people actually want — and how to communicate it.In this episode, Ben Law sits down with Kelli McDougall, Partner and Managing Director of Agri Talent, a woman who grew up between Inglewood and Goondiwindi, built her own recruitment business at 25, and has spent the better part of three decades placing top-tier talent across the agricultural sector. She sits squarely in the middle of both sides of this conversation — hearing what farming families are frustrated about, and what high performers are quietly walking away from.What she's seeing should make every farming family sit up and pay attention.Kelli unpacks why over 80% of the best placements Agri Talent makes are headhunts — meaning those people weren't even looking — and what that tells you about where the real competition for talent actually lives. She gets into the uncomfortable truth about why good people leave good employers, and why it's rarely about money. She talks about what your housing says about your standards, why a half-billion-dollar farming operation with zero online presence is raising red flags with 30-year-old candidates, and what the difference is between telling people you're a great place to work and actually being one.There's also a conversation about the tectonic demographic shifts reshaping who's available to work in agriculture over the next decade — and why automation and authenticity may be your two most powerful recruitment tools going forward.Whether you're trying to attract your first farm manager or hold onto the best operator you've ever had, this episode will change how you think about the people side of your business. 

Most farming families have a good year, watch the money come in — and then quietly wonder, sometime in March, where it all went. Not because anyone was reckless. Not because anyone wasn't working hard. But because profit without a plan doesn't stay put. It gravitates toward whatever's urgent, whatever's default, whatever no one got around to deciding.In this mini episode, Ben Law — The Financial Bloke — puts a name to something that happens quietly on farms across the country: the gap between what a family earns and what it actually decides to do with that money. It's a gap most families don't even know exists until they sit down and look at it.Ben shares the single clearest signal he's found in high-performing farming families — something that separates the ones genuinely building wealth across generations from those working just as hard and getting a fraction of the result. It's not about scale, location, or what the season did. It's about one conversation. And whether your family is having it.He also unpacks the four-bucket framework he uses with clients — a simple but surprisingly confronting way of thinking about where profit should go. What makes it confronting isn't the framework itself. It's the exercise at the end: the moment when family members who thought they were on the same page realise they've each been operating off entirely different assumptions about what the money is actually for.If the next generation in your family feels like they're not quite at the real table yet — or if money conversations tend to get started and never quite finished — this one's worth eleven minutes of your time.If this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360-----------------------Ben Law is a coach to some of Australia's most successful farming families. He was raised on the land — three generations of farming in his blood — and has spent almost 30 years and more than 40,000 hours alongside farming families, first as their financial adviser and now as their coach. Along the way he learned the truth nobody talks about: what makes or breaks a family legacy isn't the money — it's whether the family can communicate, get aligned, and prepare the next generation before succession arrives.That's what this podcast is about. Each fortnight Ben sits down with farming families, trusted advisers and industry experts to unpack how to build a family that thrives across generations — strong in business, strong in relationships, and set up to hand over the farm without losing each other.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast....

What separates the farming families who build something that lasts from those who simply survive? If you're honest about it, the answer rarely comes down to rainfall averages or commodity prices. It comes down to the decisions made by the people running the show — and the mindset they bring to every one of them.Tim McGavin grew up off-grid in western Queensland, raised by a semi-literate father who could barely read but understood hard work, thrift, and responsibility better than most MBA graduates ever will. From aerial mustering in the outback to founding Laguna Bay — one of Australia's most respected agricultural investment funds — Tim's path was never linear, never planned, and never easy. But it was built on a foundation that very few people talk about openly: knowing who you are, thinking for yourself, and being willing to make decisions when no one's watching.In this conversation with Ben Law, Tim gets refreshingly direct about what it actually takes for the next generation to step into a life worth leading — whether that's on the land, in business, or somewhere in between. What should ambitious young people in agriculture be doing with their twenties that most of them aren't? What does it really mean to back yourself when the conditions are bad and the pressure is on? And when it comes to succession, what's the conversation that simply has to happen before a next-gen kid comes home to the family business — and what goes badly wrong when it doesn't?Tim also unpacks his involvement in Marcus Minds, a free online high-performance resource born out of a real problem at Marcus Oldham Agricultural College. The principles behind it aren't reserved for elite athletes or Formula One drivers — they're the same fundamentals that help any person, on any block of ground, make better decisions and build better habits over time. What does high performance actually look like when you strip it back to what matters? Tim has a very clear answer, and it might surprise you.There's also a broader conversation here about the kind of thinking that produces long-term wealth and resilience — avoiding groupthink, understanding your own psychology, developing financial literacy, and learning to read the economic conditions that will shape farming families' futures in the decades ahead. Tim doesn't sugarcoat it. He sees both the opportunity and the threat clearly, and he's worth listening to.This is one for the young people heading out into the world — and equally for the generation handing the reins across. If this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360-----------------------Ben Law is a coach to some of Australia's most successful farming families. He was raised on the land — three generations of farming in his blood — and has spent almost 30 years and more than 40,000 hours alongside farming families, first as their financial adviser and now as their coach. Along the way he learned the truth nobody talks about: what makes or breaks a family legacy isn't the money — it's whether the family can communicate, get aligned, and prepare the next generation before succession arrives.That's what this podcast is about. Each fortnight Ben sits down with farming families, trusted advisers and industry experts to unpack how to build a family that thrives across generations — strong in business, strong in relationships, and set up to hand over the farm without losing each other.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast....

This is the last episode of the Wealth Wisdom Financial podcast. And it's exactly the right place to end. Amanda and Brandon have been doing this since 2017 — longer, if you count the coffee shop days. Grandma's Wealth Wisdom. Business Activist Entrepreneur. Wealth Wisdom Financial. Every name got closer. None of them quite said it. In this episode, they tell the full story: a bus ride in Nicaragua the week Amanda turned 40. A coaching program and a book called The Star Principle. A question asked to a billionaire on a Zoom call. Seven words that finally unlocked everything — "The name needs to speak to your strengths." That's how Counterflow came to be. Their whole story is countercultural. They grew up on public assistance. They opened a coffee shop in Chicago's South Loop that wasn't what the neighborhood expected. They built a financial practice around principles most advisors won't touch because they don't sell well. The financial system was built to move money away from people like them. They've spent twenty years reversing that flow. The name finally says that out loud. Everything they've built now lives at livecounterflow.com. The new podcast is Live Counterflow — find it wherever you listen, or subscribe at livecounterflow.substack.com. Same people. Same phone number. Same philosophy. Same weird. Find us going forward: Live Counterflow Podcast — livecounterflow.substack.com Website — livecounterflow.com Or on your favorite podcast platform: https://podcasts.apple.com/us/podcast/live-counterflow/id1896895696 https://open.spotify.com/show/033uOylZBqE5csMKH7ysjO 

Markets are behaving in ways that don't seem to match the headlines. Conflict in the Middle East, the Strait of Hormuz under threat, oil briefly pushing $120 a barrel, inflation creeping back, interest rates moving the wrong way — and yet equity markets keep printing fresh all-time highs. If you've been watching your superannuation balance climb while quietly wondering what on earth is actually holding the whole thing together, you are not alone. In Episode 126 of The AgriCoach Wealth & Wisdom Podcast, Ben Law sits down with David Berthon-Jones, Chief Investment Officer and Founding Partner at Aequitas Investment Partners, for a candid conversation about what's really driving global markets right now — and what intergenerational farming families need to be paying close attention to as they think about long-term wealth, off-farm investments, and succession planning across decades, not quarters.David manages and advises on roughly eight billion dollars of client capital, and he brings a refreshingly honest perspective to a moment that most commentators are either talking up or shouting down. He and Ben get into the AI capital expenditure wave fuelling the so-called Magnificent Seven, the quiet accounting questions underneath those valuations, and why the panic that used to follow geopolitical shocks seems to have evaporated at the index level — even as individual stocks get punished savagely. They also turn the lens home to Australia: rising fuel prices, stubborn inflation, a Reserve Bank with fewer levers than it had six months ago, the housing affordability question that other comparable countries have already started answering, and the productivity backdrop that every primary producer is feeling on the ground.For farming families thinking decades ahead, the conversation moves into the territory that really matters. How should off-farm wealth be structured when valuations are rich and the macro picture is murky? Where does cash, fixed income, and genuine diversification fit when growth assets have done all the heavy lifting? And what's the single most common mistake David sees in self-directed portfolios that quietly undermines a family's succession plan before the next generation even gets a look at the books? Ben and David also touch on the lessons from the dot-com era, why Warren Buffett is sitting on an extraordinary cash position right now, and what that signals to patient capital with a multi-generational horizon.If your family balance sheet stretches across the farm gate and the share market, and you want a clear-eyed read on what's worth worrying about — and what's worth ignoring — this is an episode worth your time. Tune in for a grounded, thoughtful conversation about protecting and growing family wealth in a market that's quietly daring everyone to look away. If this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360-----------------------Ben Law is a coach to some of Australia's most successful farming families. He was raised on the land — three generations of farming in his blood — and has spent almost 30 years and more than 40,000 hours alongside farming families, first as their financial adviser and now as their coach. Along the way he learned the truth nobody talks about: what makes or breaks a family legacy isn't the money — it's whether the family can communicate, get aligned, and prepare the next generation before succession arrives.That's what this podcast is about. Each fortnight Ben sits down with farming families, trusted advisers and industry experts to unpack how to build a family that thrives across generations — strong in business, strong in relationships, and set up to hand over the farm without losing each other.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast....

She walked Valentino runways at $10,000 a day, built a media career that spanned some of Australia's biggest brands, and was awarded Gold in Fashion & Textiles and Silver in Agriculture & Farming at the Women Changing the World Global Awards in London, 2025. And then she moved to a sheep station in Walcha, New South Wales.But here's what makes Vanessa Bell's story genuinely worth your time: this isn't a fish-out-of-water tale about a city woman finding herself on the land. It's a masterclass in what happens when someone with serious commercial firepower looks out across a paddock and asks, what is actually possible here?Vanessa is the Founder and CEO of her eponymous Australian luxury knitwear brand — crafted from Merino wool grown on her own property and produced with leading Italian mills. A Woolmark Licensee and RWS-certified wool grower, she works at the intersection of fashion, agriculture and sustainability, and champions natural fibres as the future of luxury. She also hosts the Fashion to Farmer podcast and speaks internationally on traceability, regenerative agriculture, and the global value of Australian Merino wool.In this conversation with Ben Law, she gets into the real thinking behind building a business that operates at both ends of the value chain — from what happens in the shearing shed all the way to the global consumer.What made her walk away from a career that had taken her from the runways of Tokyo and Vienna to the boardrooms of Sydney? What does it actually look like to grow wool fit for purpose — and then partner with one of Italy's most exclusive production houses to turn it into a globally recognised luxury knitwear label? How do you build a brand that refuses to discount, holds its value over time, and is designed to last a decade? And what does Vanessa believe is the real difference between farming families who talk about diversifying and those who actually do it?There's also a pointed conversation about what farming families might be leaving on the table — not because they lack opportunity, but because of the way they think about what they produce and where their role in it ends. Vanessa challenges that thinking directly. And if you're part of the next generation on the land, or a farming family wondering whether an ofIf this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360 The High Performing Families Roadmap Workshop — 26th & 27th August 2026, Mooloolaba, Sunshine Coast. One event. Twenty families maximum. Early bird tickets available now at www.agricoach.com.au/takeaction -----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

 What if the most underutilised tool in your family business isn't a piece of machinery, a management software, or a new hire — but a structured room full of the right people, asking the right questions?In this episode of the Agricoach Wealth & Wisdom Podcast, Ben Law sits down with Mike Logan AM — farmer, business coach, and one of Australia's most respected advisory board chairmen — to unpack why some of the most successful family businesses in agriculture have quietly adopted a structure that most farming families have never even considered: the family advisory board.Mike brings rare credentials to this conversation. He didn't come from a boardroom — he came from the paddock. A cotton and beef farmer who once stretched his balance sheet to breaking point to build something bigger, Mike knows what it means to make high-stakes decisions with no-one in the room but yourself. That hard-won experience eventually led him from farming to chairing advisory boards across Australia and internationally, and it gives him a perspective on family business that few advisors can match.This conversation goes well beyond the concept and into the mechanics — how these boards are structured, why they work, and what stops most families from ever getting the benefit of one. Mike shares the framework he uses to run every board meeting, why he's obsessed with cash over profit, and what the single biggest trap is for any family that tries to run a strategic conversation without the right structure in place.There's also a moment in this episode that farming families with the next generation coming through will want to pause and replay — a candid exchange between Ben and Mike about what it actually takes to transfer wisdom from one generation to the next, and why leaving it to chance — or to osmosis — could be one of the most costly assumptions a family ever makes.Whether you're running a multi-generational enIf this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360  The High Performing Families Roadmap Workshop — 26th & 27th August 2026, Mooloolaba, Sunshine Coast. One event. Twenty families maximum. Early bird tickets available now at www.agricoach.com.au/takeaction  ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Most farming families see their accountant once a year — usually in a panic around the 30th of June. The families who are genuinely building something that lasts across generations? They're doing something fundamentally different. And it has very little to do with tax minimisation.In this episode of the AgriCoach Wealth & Wisdom Podcast, Ben Law sits down with Sarah Becker — Director of Becker & Co QLD, Chartered Accountant, Trusted Rural Business Advisor, and Central Queensland beef producer — for a conversation that cuts through the noise around what it actually takes to build a rural family business that goes the distance.Sarah is one of those rare professionals who lives both sides of the fence. She runs a multi-generational accounting practice her family founded 40 years ago, and alongside her husband Rob, she's raising the next generation on 16,000 acres in the Dawson Valley. When she talks about intergenerational wealth, succession, and the role of a trusted advisor, she's not speaking theoretically.What separates the families who thrive over decades from those who stall? Sarah has a clear answer — and it's not what most people expect. She and Ben pull apart the difference between having a dream and having a plan, why the most important financial conversations rural families need to have are rarely happening, and what it really means for your advisor team to be "on the bus."They also tackle some of the harder questions that come with building wealth on the land: what's the actual cost of leaving the next generation out of the conversation? Why do so many high-performing producers treat strategic planning like it's optional? And what does a healthy, productive rhythm with your accountant actually look like throughout the year — not just when June rolls around?Sarah shares a framework for thinking about profit allocation that goes well beyond reinvesting back into the business, andIf this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360  The High Performing Families Roadmap Workshop — 26th & 27th August 2026, Mooloolaba, Sunshine Coast. One event. Twenty families maximum. Early bird tickets available now at www.agricoach.com.au/takeaction  ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

At Dr. Cody's direction, this previously private mentoring session is now being shared publicly—don't miss this powerful teaching on Wealth & Wisdom. Learn how to walk in God's supernatural increase while applying practical, faith-filled financial principles.If this teaching blessed you, please consider joining us for future Mentoring session!#WealthAndWisdom #BiblicalFinances #ChristianMentoring #SupernaturalIncrease #FaithAndFinances #KingdomWealth #DrChrisCody #ChristianTeaching

What if the thing holding your family business back… isn't lack of opportunity — but lack of exposure?In this conversation with Kara Knudsen, co-founder of a rapidly scaling northern cattle operation, we get a rare look at what actually happens when a farming family decides to think bigger, act earlier, and deliberately build something that outlasts them.Kara shares the story behind their growth — from humble beginnings and hard seasons to building a business that no longer relies on family labour to survive. Along the way, she challenges the traditional idea of what a “family business” should look like… and replaces it with something far more resilient.You'll hear how they've approached developing their next generation — not through entitlement, but through responsibility, exposure, and real-world experience. Why stepping outside the farm gate can completely reshape how you see your own business. And what changes when you stop reacting to challenges… and start preparing for them.There's also a deeper thread running through this episode — around discomfort, decision-making, and the moments where things could go either way. The kind of moments most families face… but few talk about.If you've ever wondered how some families seem to grow, adapt, and stay aligned while others stall… this one will get you thinking.If this podcast has ever added value to your farming business, we'd love for you to leave us a rating and review on Apple Podcasts or Spotify.https://pod.link/1598835360  The High Performing Families Roadmap Workshop — 26th & 27th August 2026, Mooloolaba, Sunshine Coast. One event. Twenty families maximum. Early bird tickets available now at www.agricoach.com.au/takeaction  ----------------------------------Katie's communication training program, Grassroots Communication, teaches the exact skills, top families in ag use to increase trust, increase family alignment, and strengthen long-term relationships.If you want to get ahead of the game, head on over to katiegodden.com/grassroots and use the code AGRICOACH for 15% off.-----------------------Ben spent over 20 years working with successful business owners and farming families which allowed him to unearth the timeless principles on how to successfully grow, protect and maintain wealth.If you want to learn the principles of how to grow your family's wealth throughout the generations, then you might consider joining The AgriCoach Podcast each fortnight for more Wealth & Wisdom.Disclaimer: The information contained in this podcast is general in nature and for education purposes only. It is not financial advice. It is not legal advice. No one should act on the information without appropriate specific advice for your particular circumstances. Ben Law is a former financial advisor but is no longer licensed and cannot and will not give you specific or personal advice in this podcast. The Financial Bloke Group Pty Ltd accepts no responsibility for any loss or damage occasioned by any person acting or refraining from action as a result of reliance on the information in this podcast.https://thefinancialbloke.com.au/

Summary  Tune into Gary's Gulch podcast, where Gary discusses "Redneckonomics" with its author, Aaron Chapman! Learn from Aaron's wealth-building insights and explore methods to 10x your wealth. Gain inspiration from Aaron's journey, wisdom, and unique approach to transforming life and legacy with real estate and more!.   Episode Highlights 00:00:23 - Aaron Chapman's book launch: "Redneckonomics" 00:01:41 - Upscaling life through real estate and personal growth 00:04:04 - Innovative book storytelling with illustrations 00:05:08 - Collaboration between Aaron and Eric Chapman 00:06:02 - The influence of Robert G. Allen 00:09:59 - The humor and style in book illustrations 00:13:11 - Quit jerking off: A metaphor for time-wasting 00:16:23 - Powerful statistics on global time waste 00:18:18 - Audiobook challenges: reading with purpose 00:20:09 - Painful lessons for impactful learning 00:24:28 - Goals beyond retirement: Coming in hot 00:27:17 - The personal pursuit of a meaningful life 00:30:03 - The transformative power of writing and visioning 00:35:01 - Future events for personal development 00:37:21 - Building a supportive community 00:40:36 - Accessing the book and related resources   Episode resources Redneckonomics book January 22 - Redneckonomics: Unconventional Success by Takin' the Beatin' Path Aaron Chapman info@aaronchapman.com Additional informationQuit Jerkin Off https://www.linkedin.com/in/aaronbchapman/ Meet Aaron Chapman   Keywords Gary's Gulch Erin Chapman Redneckonomics Robert G. Allen real estate personal development growth wealth building lessons learned illustrated book Aaron Chapman legacy infinite banking goal setting personal finance spiritual drive real estate investment financial freedom five-year vision self-improvement motivation time management productivity focus higher power experiential event Branson Missouri  

In this episode of the Wealth Wisdom Financial Podcast, we're joined by Jason Petro, a Certified Profit First Professional and seasoned entrepreneur with over 20 years of experience as a small business owner.   Jason is one of the founding owners of the Profit First App, developed in partnership with Mike Michalowicz, author of Profit First. Having implemented the system in his own businesses, Jason now helps other entrepreneurs do the same—turning profit into a consistent, repeatable habit rather than an afterthought.   Together, we explore why traditional accounting often leaves business owners frustrated, how Profit First shifts both behavior and mindset around money, and why building intentional systems is the key to sustainable profitability.   This conversation goes beyond spreadsheets and software. It's about creating clarity, confidence, and a business that truly supports the owner—not just the expenses.   ⭐ Key Quote "Profit isn't what's left over after expenses—profit is a habit, and when you build it intentionally, everything else falls into place." About Jason Petro Jason Petro is a Certified Profit First Professional Coach and seasoned entrepreneur with more than two decades of experience owning and operating small businesses. As one of the founding owners of the Profit First App, created in partnership with Mike Michalowicz, Jason has been deeply involved in bringing the Profit First methodology to life through technology.   Having implemented Profit First in his own ventures, Jason now works with small business owners to help them build lasting profitability, improve cash flow, and make confident financial decisions. His passion lies in helping entrepreneurs make profit a consistent habit, not a once-in-a-while win.   What You'll Learn in This Episode: Jason Petro's role in the creation of the Profit First App How Profit First works in real-world businesses Why profit must be intentional to be sustainable The behavioral side of money management Common cash-flow challenges business owners face How systems—not willpower—create financial success Why profitability should come before growth   Who This Episode Is For: Small business owners and entrepreneurs Service-based businesses Anyone using or considering Profit First Business owners who want clarity, consistency, and control over their finances   If you've ever felt like you're working hard but profit still feels unpredictable, this episode will help you see how building the right system can change everything.   More on Profit First: https://wealthwisdomfp.com/profit More on Jason Petro: https://www.profitprocoach.com/ Get the Profit First App here: https://profitfirstapp.com/?via=wwfp    00:00 Welcome to Wealth Wisdom Financial Podcast 00:16 Introducing Live Counter Flow and Wealth Wisdom 01:06 Meet Our Guest: Profit First Coach Jason 02:52 Jason's Journey from Engineering to Profit First Coaching 04:28 Implementing Profit First: Challenges and Successes 06:05 Transitioning from Engineering to Coaching 07:59 The Importance of Profit First for Small Business Owners 10:28 Addressing Debt and Financial Challenges 14:26 Setting Goals and Making Financial Adjustments 17:28 Using Technology and Software for Financial Management 21:14 Client's SaaS Expenses Shock 22:29 Building the Profit First Software 24:36 Profit First App Features and Benefits 29:24 Navigating the Profit First App 39:20 Upcoming Features and Conclusion   Watch on YouTube: https://youtu.be/CHsYzS9oFhQ 

Happy Holidays! We're taking a short break from new episodes this week so you can focus on finishing that Christmas dinner. We'll be back next Thursday with something new. In the meantime, why not tuck into this conversation with Guy Spier from January 2024, which remains one of my favorites. Enjoy! _________________ Guy Spier runs the Aquamarine Fund, an "investment partnership closely modeled on the original Buffet Partnerships." He is also a podcast host, YouTube creator, author of The Education of a Value Investor and the host of the annual investment gathering VALUEx. He describes his life's project as "a quest for wealth, wisdom and enlightenment." Guy joins the show to discuss the differences between Switzerland and the US, how to unlock the British class system, what he learned from Warren Buffett, and MUCH more! Important Links: Guy's Website Guy's Twitter Guy's YouTube Channel 3Blue1Brown (YouTube Channel) Numberphile (YouTube Channel) Show Notes: The Differences Between New York, Switzerland & Paris Exploring the Dark Underbelly of New York Nightlife Psychedelics, Guns & Regulation The Advantages of Swiss Democracy Don't Short the United States The Branding Skill of the Royal Family Unlocking the Rules of the Class System Life Paths & Premeditation Luck, Opportunity & Non-Canonical Science Jim's Music Taste Mathematical Shenanigans Guy as Emperor of the World MORE! Books Mentioned: How to Change Your Mind: What the New Science of Psychedelics Teaches Us about Consciousness, Dying, Addiction, Depression, and Transcendence; by Michael Pollan The Hypomanic Edge: The Link Between (a Little) Craziness and (a Lot Of) Success in America; by John Gartner Write It Down, Make It Happen: Knowing What You Want and Getting It; by Henriette Anne Klauser Invest Like The Best; by Jim O'Shaughnessy Outside, the Sky is Blue: The story of a family told with searing honesty, humour and love; by Christina Patterson

SNThis podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrpOP3 - https://op3.dev/privacy

In this enlightening episode of Mindset Mastery Moments, Dr. Alisa Whyte sits down with Will R. Young, a financial strategist, behavioral thinker, and author whose work bridges the worlds of ancient wisdom and modern wealth-building. Together, they unpack the transformative connection between stoicism, behavioral psychology, and financial clarity — offering listeners a roadmap to navigate both markets and life with resilience and intention.Will shares his powerful journey of integrating timeless philosophical principles into today's fast-paced financial landscape. Drawing parallels between the unpredictability of the stock market and the motion of ocean waves, he demonstrates how stoicism provides the mental discipline needed to make grounded decisions during volatility, uncertainty, or emotional turbulence.Through personal stories, professional insights, and deep reflective wisdom, Will illuminates how mastering your mindset is the true foundation of wealth — not just financially, but emotionally and spiritually. This episode invites listeners to rethink their relationship with money, redefine what “enough” truly means, and embrace the virtues that lead to lasting fulfillment.Whether you're an experienced investor or just beginning your financial journey, this conversation offers clarity, empowerment, and the tools needed to ride the waves of life with confidence.Practical tools for applying stoicism to relationships, career, money, and self-leadership.Listeners will walk away with a deeper understanding of how inner stability leads to outer success — and how the pursuit of “less” can ultimately bring more peace, more clarity, and more freedom.

In this podcast episode, Dr. Jonathan H. Westover talks with  WiLL R. Young about his book, The Enough Equation: Wealth, Wisdom, Virtue, and the Pursuit of Less. WiLL R. Young is a behavioral finance expert and practicing Stoic philosopher. The Enough Equation: Wealth, Wisdom, Virtue and the Pursuit uses a modern parable and principles from Stoic philosophy and behavioral psychology to explore how to define "enough" and find contentment. The book combines a narrative with wisdom to question our modern, often story-driven relationship with money, which it argues is influenced by beliefs and behaviors, not just math. It encourages readers to pursue less to achieve greater fulfillment.  Check out all of the podcasts in the HCI Podcast Network!

Psalms 47–49 (KJV) Bible study: the Kingship of Yahuah (47), Zion—the City of the Great King (48), and the futility of wealth before Sheol (49). Pure Word—no tradition. Hebrew notes: maskil, sheol, pādāh/kōpher. Takeaways: praise with understanding, audit Zion's walls, and stop trusting riches—seek redemption from Yahuah.#Psalms #BibleStudy #KJVPsalm 47, Psalm 47 explained, Psalm 48, Psalm 48 explained, Psalm 49, Psalm 49 explained, Psalms 47–49, Sons of Korah, Zion, City of the Great King, Sheol, KJV, Bible study, Wisdom study, Yahuah, Kingship of God, Wealth and Sheol, Redemption, Maskil

In this episode, I got to sit down with the amazing Mercedes Eckert, founder of iShop AGP, to dive deep into the world of mystery shopping. Yep—it's a real thing, and it's transforming lives! Mercedes shares how she turned a casual gas station gig into a thriving organization that's empowered over 70,000 people to earn extra income in a legit way.  We talk about how faith is at the center of her business, what it looks like to treat entrepreneurship like ministry, and how mystery shopping is more than a side hustle—it's a vehicle for impact. You're gonna walk away inspired, curious, and maybe even ready to start mystery shopping yourself! __________________________________________________________   Ready for more? Here are 3 ways we can help you: 1)

The ancient world possessed wealth creation secrets so powerful that entire civilizations thrived for millennia using principles we've completely forgotten. While modern financial education teaches us to work harder, save more, and invest smarter, our ancestors understood something far more profound - that true wealth flows according to universal laws that operate beyond mere strategy and effort. You see, there's a reason why ancient Egypt's prosperity lasted over 3,000 years while modern economies collapse every few decades. There's a reason why traditional societies created abundance that sustained entire communities, while today we have more financial information than ever before yet most people still struggle with money. There's a reason why some individuals seem to effortlessly attract wealth while others work twice as hard for half the results. The ancients understood that wealth isn't just about what you do - it's about how you align with the fundamental forces that govern abundance itself. These weren't abstract philosophical concepts taught in temples. They were practical, tested systems used by Egyptian merchants, Hindu traders, Sufi mystics, and Celtic druids to create sustainable prosperity that lasted generations. But here's what's fascinating: this knowledge wasn't lost by accident. When great libraries were destroyed, when ancient civilizations fell, when traditional wisdom was replaced by modern systems, something profound was buried along with it - the complete understanding of how wealth actually works at its deepest level. Today, you're going to rediscover what your ancestors knew. I'm going to reveal thirteen forgotten wealth laws that predate every modern financial system, every contemporary economic theory. These laws work because they align with how the universe actually operates, not just how we've been taught to think about money. 

In this episode of Saving With Steve, host Steve Sexton is joined by Kevin Quinn, the founder and president of Legacy Counsellors, P.C., an estate and business planning law firm serving successful individuals and families throughout Massachusetts and Connecticut. They discuss the value of building a new set of routines and habits that help the whole family develop shared values and a better culture of communication that can be passed down and improved upon generation after generation.   Learn more about the show at www.SavingWithSteve.us

Today: A 100-Year-Old Creed That Still Holds Power What happens when you promise yourself to focus only on the best, expect the best, and lift others along the way? This timeless declaration just might reshape your mindset—and your future.A Parable of Quiet Wealth Meet Cliff: a man who didn't make headlines, but who retired with freedom most people only dream about. Learn how he went from cautious saver to intentional investor—and built a fortune one property at a time.True or False? The “Dorito” on Your Sweatshirt In this week's Alaskan Mind Bender, sponsored by CaptainsCoffee.com, we dive into fashion history, snack lore, and an unexpected connection between design and chips.Words to Live By From Mr. Rogers to Janis Joplin, we reflect on the idea that new beginnings often wear the mask of endings—and how to pivot when the ladder you've climbed is leaning on the wrong wall.Father's Day Feature: The Gift He'll Actually Use Skip the tie. Go for the fire. The Big Green Egg from VBS Heating makes this year unforgettable. Details at www.VBSHeating.com Plus... an update on the Fair Tax Act in Alaska - Property Tax Reformwww.ILoveHomerAlaska.com/blog

In this episode, Dr. Cherry honors Warren Buffett by breaking down his famous investment strategies and clearing up common myths. She explains why understanding frugality, cash flow, and thinking long-term are crucial for growing wealth. Dr. Cherry also points out how individual investors differ from big institutions, especially when it comes to risk and timelines. The talk ends with a powerful reminder: mindset and education are the real keys to financial success.Takeaways:• Spend less, invest more• Cash flow builds wealth• Think long-term always• Stay ready for opportunities• Mindset drives successWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice services.Grab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

EP:139 Hey Thrive Family! Today's episode was FIRE! I sat down with the incredible Rachel Rodgers, and let me tell you, this conversation was packed with entrepreneurial gold!  As a fellow business owner and mom, I was totally vibing with Rachel's journey from law school debt to building an eight-figure business. We dove deep into the power of understanding your strengths, showing up authentically on social media, and why having a supportive squad is crucial for success. Rachel's new book "Future Millionaire" is a game-changer - especially for parents looking to teach their kids about money. Pro tip: We both agree that involving kids in financial conversations early is key!    Key Takeaways: Align your business with your natural talents Be real on social media Invest in your community Teach your kids about money management  Action Items Grab Rachel's book at https://futuremillionairebook.com/ Follow her @RachelRodgersEsq Join her free Money Camp #ThrivelikeaParent #EntrepreneurMom #FinancialFreedom #WealthMindset Who's ready to level up? Drop a comment and let me know what resonated with you! Xoxo, Dr. B

What separates ultra-high-net-worth families from the rest when it comes to managing wealth—and how can the rest of us learn from them?In this episode of The Green Zone Podcast, financial advisor Jeff Green shares the financial philosophies and strategies that guide his ultra-wealthy clients, revealing how those same principles can be applied by investors at every level. Spoiler alert: It's not just about having money—it's about having the mindset to keep and grow it for generations. Tune in to hear:What defines “ultra-high-net-worth” and why that mattersThe long-term mindset: Why patience beats speculation every timeHow the ultra-wealthy manage risk (and stay calm during market downturns)Why compounding growth is prioritized over chasing quick winsThe importance of diversification beyond the stock market—real estate, private equity, and moreHow families create stewards of wealth, not just inheritorsThe role of a professional financial team—and why DIY doesn't always work at this levelWhy honest conversations across generations help preserve wealth and valuesAnd more!This episode is a must-listen if you're thinking about your family's legacy, want to help protect your wealth in uncertain times, or are simply curious how the wealthiest among us think differently.

Wondering if real estate notes might be a smarter investment than managing rental properties? In this interview, we dive deep with Kevin from Pine Financial Group, who's managed over $1 billion in real estate deals. He shares why some investors are choosing debt over property ownership, and how this strategy could protect your wealth in uncertain times. Key Quote: "Real estate debt is the only true passive investment in real estate. Even if you hire a management company for rental properties, you have to manage the manager." What You'll Learn: Why real estate notes remained stable during the 2008 crash while property values dropped How lenders really evaluate borrowers (it's not just about the down payment) Smart ways to use your existing assets to qualify for loans Why current economic policies might keep interest rates higher than many expect The surprising differences in tax benefits between owning properties vs notes 00:00 Welcome to Wealth Wisdom 00:17 Introducing Our Guest: Kevin 01:19 Diving into Financial Chaos 03:32 The Importance of Diversification 05:26 Real Estate Debt Stability 09:08 Owning vs. Lending in Real Estate 14:10 Short-Term Bridge Lending Explained 20:50 Smart Borrowing Practices 22:16 Hard Money Lending Strategies 23:57 Client-Focused Lending Approach 28:35 Economic Predictions and Real Estate 32:45 Inflation and Asset Ownership 37:18 Closing Thoughts and Resources Want to learn more about market conditions? Get Kevin's free analysis report at www.ThePineReport.com  Ready to dive deeper? Check out Kevin's podcast "Real Estate Educators" for more investing insights and strategies. Want to explore if real estate notes are right for you? Schedule a discovery call at: www.wealthwisdomfp.com/call   Watch on YouTube: https://youtu.be/1Nnzn3S7BX8 

Lantz and Bill discussed their personal lives, professional experiences, and how he has used the Culture Index to strengthen his marriage. They also explored the challenges faced by families with a long-term legacy mindset, the influence of thought leaders on their thoughts about legacy and generosity, and the importance of building a business to sustain and not just to sell. Lastly, Bill shared his personal experiences, reflections on life, and encouraged others to reflect on their own life themes and consider how their values can contribute to the greater good. Bill is the author or co-author of 12+ books, notable ones with David Green, the Founder and CEO of Hobby Lobby. Bill High Website LinkedIn -- Lantz Howard is a professional coach working with successful men to transform their marriage from good to great. www.lantzhoward.com

About the Guest(s): Dana Grant is an accomplished international master life and business coach, TEDx speaker, and the founder of the cauliflower flower foods. With years of experience, Dana has helped high-level executives and entrepreneurs unlock the power of intuition and harness heart-centered leadership for personal transformation and business success. Known for her compelling storytelling and transformative coaching methods, Dana has dedicated her career to empowering individuals and leading significant change through intuitive guidance and the reevaluation of limiting beliefs. Episode Summary: In this intriguing episode of the "Who You Know Show" with Trevor Houston, Dana Grant, a seasoned life and business coach, delves into the transformative power of intuition and energy. Trevor and Dana explore how tapping into one's intuition and embracing heart-centered leadership can break through personal and professional barriers. As they dissect how daily mindset pivots can bring about significant change, Dana illustrates the concept of trusting not just your gut but your heart energy to guide impactful decisions. Dana discusses her journey from being a self-described "rager" to a master of life and business coaching, focusing on energy dynamics and personal transformation. She shares insights into overcoming self-limiting beliefs and stories that hold individuals back. The conversation reveals how surrounding yourself with high-vibrational influences and integrating gratitude into daily routines can enhance personal growth and align intentions with desired outcomes. This rich dialogue brings to light how understanding the role of energy can foster a life of abundance and fulfillment. Resources: Dana Grant LinkedIn: https://www.linkedin.com/in/thedanagrant/ Career Transition Summit: https://event.webinarjam.com/register/67/04404igv  LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠ Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠ Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.com Chapters: (0:00) Harnessing Intuition and Energy for Personal and Business Success (9:48) Embracing Uniqueness and Positivity in Social Media Spaces (14:40) Healing Through Grief and Finding Inner Strength (20:04) Dana Grant's Upcoming Book and Her Journey to 60 (22:06) Embracing Intuition and Free Will in Life's Journey (23:25) Exploring Astrology, Authority, and Psychic Abilities (25:32) The Power of Energy and Intuition in Human Connections (26:08) Guiding Self-Discovery Through Intuitive Questioning and Pattern Recognition (30:26) The Illusion of Job Security and Pursuit of Freedom (33:42) Embracing Abundance and Self-Knowledge Through Surrender and Connection (37:32) Overcoming Scarcity Mindset and Embracing Abundance (43:55) A Mindset Shift Through Buying a New Car (47:24) Balancing Value, Experience, and Money in Decision Making (54:16) Exploring Personal Growth Through Retreats and Social Media Engagement

Ever wonder if your business is truly aligned with your life's calling? What if your entrepreneurial journey was more than just making money? What if your business fulfilled your destiny? In this episode we're diving deep into the secret sauce of your "financial DNA" - that perfect blend of your life's purpose, your money story, and your path to profitability. Spoiler alert: it's about way more than just cashing those checks. Now, we know what you're thinking - "But what about the bottom line?" Don't worry, the Wealth Wisdom crew has got you covered. They're here to show you that purpose and profit are not mutually exclusive. In fact, when you're truly aligned with your calling, you're more likely to persist through challenges and find innovative ways to be profitable. So, are you ready to decode your financial DNA and build a business that truly reflects who you are and what you're meant to do?   00:00 Introduction: Aligning Business with Life's Calling 00:47 Welcome to Wealth Wisdom Financial Podcast 01:26 Celebrating Small Businesses 01:48 Decoding Your Financial DNA 04:23 Recognizing Your Calling 05:23 Decoding Your Money Story 05:42 Pursuing Profitability 08:08 Personal Story: Going All In 11:59 Purpose AND Profit 13:00 Profit Planning Network 14:55 Conclusion and Call to Action   Links mentioned in the show: Apply for the Profit Planning Network here: https://wealthwisdomfp.com/ppn Schedule a Discovery Call here: https://www.wealthwisdomfp.com/call Join the Wealth Wisdom Financial Community for practical tips alongside a group of people growing our wealth sustainably: https://www.wealthwisdomfp.com/community   Watch on YouTube here: https://youtu.be/bkrvFhViI80 

The Moneywise Radio Show and Podcast Monday, November 11th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement

In this episode of Breakaway Wealth, host Jim Oliver engages in a conversation with Ben Reinberg, founder of Alliance Consolidated Group of Companies. Reinberg shares insights into his three-decade journey in commercial real estate, highlighting the launch of the Alliance Medical Property Fund. 3 Key Takeaways: Commercial Real Estate Marathon: Reinberg emphasizes that commercial real estate is a marathon, not a sprint. He stresses the importance of experience, transparency, and the ability to hold properties through market fluctuations. Investing in Medical Properties: The discussion delves into the resilience of medical properties as an asset class. Reinberg points out that the human body's perpetual need for healthcare ensures consistent rent payments, making medical real estate a reliable investment. Conservative Investing: As the conversation touches on potential economic challenges, Reinberg advises listeners to adopt a conservative approach.  The conversation with Ben Reinberg leaves us with insights from a three-decade journey tied to the principles of experience, transparency, and the steadfast ability to weather the storms of the market. Remember, wealth creation is a journey, not a destination. Stay tuned for more episodes packed with valuable insights to help you break away towards financial success. Question: What aspect of commercial real estate investment intrigues you the most, and how do you navigate challenges in your own investment journey?    Connect with Ben: Linkedin: www.linkedin.com/in/benreinberg/ Website: https://benreinberg.com/ Instagram: www.instagram.com/therealbenreinberg/ YouTube: www.youtube.com/channel/UCN-VuewtdVrFwlOrTsNbxGA

Send us fan responses! Unlock the secrets to true financial freedom and understand why your name might just be your most valuable asset. This episode promises to transform your perception of wealth, delving into the profound idea that freedom begins with the mind. We discuss the importance of viewing your name as a brand, contrasting the nuances of private and public sectors, and the significance of securities like 401ks. Learn about the pivotal role of trusteeship in managing trusts and discover the often-overlooked power of a memorandum of trust in maintaining estate planning privacy. Plus, get insights into dividends and why they are crucial for private trustees aiming for prosperity.Gain expert-level knowledge on fiduciary responsibilities, trust management, and tax minimization strategies. We shed light on the differences between private and public trusts, the benefits of the annual gift tax exclusion, and the Crummey trust. Explore asset-backed securities, annuities, and the critical importance of financial literacy for trustees. Additionally, learn about joint ventures and their potential in collaborative business projects. We also highlight the significance of proper contracts within faith-based organizations to safeguard private family life from government interference. Whether you're a trustee, entrepreneur, or someone interested in maximizing financial strategies, this episode is packed with invaluable insights.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/CapiSupport the showhttps://donkilam.com

In this special release, we present an inspiring presentation by Gail Miller, originally recorded live at the MW3 Conference. Gail shares her remarkable journey from humble beginnings to becoming one of Utah's most respected business leaders and philanthropists.Gail explores the key themes of wealth, wisdom, and wellness, illustrating how these principles have shaped her life and legacy. From her early challenges growing up in Salt Lake City to the founding of the Larry H. Miller Company with her late husband Larry, Gail reflects on their commitment to giving back and building a company culture rooted in service.Through personal stories of perseverance, community impact, and leadership, Gail's insights offer valuable lessons on using wealth as a tool for good, the importance of staying grounded, and leading with purpose. This episode is a powerful reminder that true success is about more than just business—it's about enriching lives and creating a lasting legacy for future generations. Hosted on Acast. See acast.com/privacy for more information.

Send us fan responses! What if you could unlock the secrets to family wealth preservation and ensure financial prosperity for generations to come? Join me, Don Kilam, also known as Malik Kalam, as we explore the critical steps to establishing and maintaining private family foundations and trusts. In our latest episode, we break down the essential strategies and legal structures that allow families to sustain wealth, focusing on the importance of insurance policies, the differentiation between fiat currency and real money, and the benefits of leveraging accounting laws for financial remedies. Learn how private contracts, strategic asset placement, and the right corporate structures can protect and grow your family's assets.We also discuss the significant advantages of setting up a 508(C)(1)(A) faith-based organization (FBO), an often overlooked alternative to the popular 501(c)3. Discover how this structure offers greater freedom of speech, fewer IRS reporting requirements, and the ability to receive unrestricted outside funding. Understand the broader implications of public trust and insurance and how government-issued documents can impact wealth transfer and taxation. By mastering these legal frameworks, you can optimize financial and operational freedoms, effectively supporting faith-based initiatives and family ministries.Lastly, we delve into asset protection and privacy strategies, exploring how states like Nevada, South Dakota, Alaska, Wyoming, and Delaware offer unique benefits for forming LLCs. Grasp the critical distinctions between manager-managed holding companies and member-managed operating companies, and the importance of private contracts in dispute resolution. We wrap up with an in-depth look at trustee responsibilities, including the doctrine of merger and the alter ego doctrine, and why separating personal benefits from trustee duties is crucial. Learn how to acquire an EIN without a social security number, the importance of maintaining trust minutes for audits, and how key man insurance can secure your family's financial legacy. Don't miss this comprehensive guide to sustaining family wealth and ensuring your family's financial future.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://www.amazon.com/CapiSupport the showhttps://donkilam.com

In episode 24 of Wake Up to Wealth, Brandon Brittingham interviews David Meltzer, a renowned entrepreneur and former sports agent. David shares his journey from success to bankruptcy and the valuable lessons he learned along the way. He also emphasizes the importance of asking for help and how it can accelerate your success.Tune in as they discuss the true meaning of wealth and how to achieve financial freedom through asset management.David Meltzer is a legendary sports executive and formerly served as CEO of the renownedLeigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. He is one of the world's top Entrepreneurs, Investors and Business coaches. David has been recognized by Variety Magazine as their Sports Humanitarian of the Year and awarded the Ellis Island Medal of Honor.David is the Executive Producer of the Apple TV series 2 Minute Drill and Office Hours. He is also the executive producer of Entrepreneur's #1 digital business show, Elevator Pitch. David is featured in many books, movies, and TV shows such as World's Greatest Motivators, Think and Grow Rich and Beyond the Secret featured on Netflix. His life's mission is to empower OVER 1 BILLION people to be happy! This simple yet powerful mission has led him on an incredible journey to provide one thing…VALUE. In all his content, and communication that's exactly what you'll receive. For the past 20 years, David has been providing free weekly trainings to empower others to empower others to be happySOCIAL MEDIA LINKSBrandon BrittinghamInstagram: https://www.instagram.com/mailboxmoneyb/Facebook: https://www.facebook.com/brandon.brittingham.1/David MeltzerInstagram: https://www.instagram.com/davidmeltzer/Facebook: https://www.facebook.com/davidmeltzer11/LinkedIn: https://www.linkedin.com/in/davidmeltzer2/WEBSITEBrandon Brittingham: https://www.brandonsbrain.org/homeDavid Meltzer Enterprises: https://dmeltzer.com/ 

Send us fan responses! What if you could turn a challenging time into an empowering credential? Learn how being an ordained minister through the Universal Life Church can add a layer of credibility to your life. We share personal stories, including one of navigating education and self-improvement while in prison, and discuss how technology plays a critical role in staying informed. This segment also highlights the importance of honoring family and wisdom gained through life's complexities.In our business-focused chapter, we demystify the essentials of government contracting, emphasizing the shift from Duns and Bradstreet numbers to UEI numbers in the System for Award Management (SAM). We unpack the significance of private operating agreements for asset protection and dive into subrogation in legal cases, using a listener's wrongful conviction as a powerful example. These insights are invaluable for anyone looking to interact with federal entities and navigate legal and financial frameworks effectively.Get inspired by Floyd, the entrepreneurial mastermind behind Nia's Lock Shop. Floyd's journey from traditional employment to financial independence is packed with strategies for overcoming financial challenges and innovative projects, like creating a solar panel battery. We cover essential business credit-building techniques, practical tips for securing funding, and the importance of presenting a strong financial position post-COVID. End your listening experience with expert advice on credit repair strategies, dispute management, and maintaining control over your legal rights through the strategic opting out of arbitration clauses.FOLLOW THE YELLOW BRICK ROAD - DON KILAMGO GET HIS BOOK ON AMAZON NOW! https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://donkilam.com https://www.amazon.com/CapiSupport the showhttps://donkilam.com

In this powerful episode of Invest in Sqft, Lane Kawaoka, a seasoned real estate investor and expert in passive investing, shares his invaluable insights. Dive deep into the world of passive investing and discover how to break free from the traditional investment mold by tapping into alternative strategies that high-net-worth investors use to multiply their wealth. Learn the critical questions to ask, the pitfalls to avoid, and the insider knowledge that will help you elevate your investment game. Whether you're just starting out or looking to enhance your portfolio, this episode is packed with actionable advice on building meaningful relationships with like-minded investors, navigating complex deals, and achieving true financial independence. Tune in and transform your approach to investing!

Brandon Neely's passion is building wealth wisdom. A serial entrepreneur, Profit First and Bank On Yourself Professional, he co-hosts the Wealth Wisdom Financial Podcast with his wife, Amanda. Together, they founded Overflow Coffee Bar, L3C, managing it from 2008 to 2018, learning invaluable lessons. Now, they share their experiential knowledge through podcasting and personalized financial strategies for individuals and businesses. They specialize in the Profit First system and the Infinite Banking/Bank On Yourself framework. In 2023, Brandon and his wife published a luxury money journal called Five Smooth Stones. Listen & Subscribe on: iTunes / Stitcher / Podbean / Overcast / Spotify Contact Info Website: www.WealthWisdomfp.com Most Influential Person My wife Effect On Emotions I remember being in our coffee shop. I had a staff member that was never showing up for work. Their Grandma died, like a hundred times. Also the till would be off by about 50 bucks whenever she would be working. I was drinking half cups of coffee all day long and felt like this place was killing me. I felt like I needed to slow down. I went to the hospital and they said I had anxiety and high blood pressure. They said I needed to stop drinking coffee and slow down. I said I can't do that. That was an indicator to me that my body was saying, something's up. I got rid of that staff person and then my blood pressure went back to normal. It was being self-aware that helped me. I realized that I need to go exercise more and be out in nature more. That was a big turning point for me. Thoughts On Breathing My wife is always telling me to take a deep breath and to do the inhale-exhale thing. I do take walks every morning and try to get my 10,000 steps everyday. In a business sometimes I feel like we can go too fast and we just need to stop and breathe it in.   Suggested Resources Book: Becoming Your Own Banker by R. Nelson Nash Book: Mindset: The New Psychology of Success by Carol Dweck App: You Need A Budget App: Library App

In this episode of "Mind Your Nest," Jennifer Rosen welcomes Megan Kowalski, a managing director and partner at the Learner Group at Hightower. Megan shares her journey from an unexpected career path in wealth management to becoming a trusted advisor for families navigating the complexities of financial planning. With a unique blend of Midwest warmth and professional insight, Megan reveals how she helps clients manage their nest eggs, focusing on clear communication, understanding generational dynamics, and fostering financial confidence.Discover the importance of addressing difficult financial conversations, the balance between fairness and equality in inheritance, and the power of failing fast to learn and grow. Megan's personable and empathetic approach makes this episode a must-listen for anyone looking to deepen their understanding of wealth management and family finance, offering valuable lessons that go beyond numbers and into the heart of nurturing family well-being.Contact Jennifer Rosen:Email: jennifer@mindyournest.com

Send us fan responses! What if you had the tools to safeguard your financial future while building wealth that lasts for generations? This episode promises to arm you with essential strategies for asset protection and wealth-building. We kick off with critical insights into managing EINs, sole proprietorships, and the often-overlooked complexities of mortgages not reflected on credit reports. Learn the power of LLCs and holding companies in property ownership, and the potential need to disclose beneficial owners. Plus, we'll talk about the indispensable role of insurance and government involvement in effective property management.Ever considered how your personal growth journey, including your spiritual and legal knowledge, could influence your financial strategies? Join us as we dive into compelling personal stories, from enlightening encounters with Hebrew Israelites to invaluable lessons learned from time in prison. Discover how commercial remedies, networking, and leadership can transform your approach to wealth versus riches. We'll explore the securitization process, administrative protocols, and creating non-social identifiers for business use, all while emphasizing the transformative power of structured learning and understanding financial laws.Curious about private banking and international business expansion? We've got you covered with in-depth discussions on private contracts, holding companies, and unincorporated trusts. Uncover the benefits of setting up Foreign Business Organizations in Nevada to facilitate land purchases in Mexico, and the challenges of managing identity and name changes. From leveraging tribal support and religious affiliations for community growth to manifesting generational wealth and maintaining privacy in financial dealings, this episode is packed with actionable insights to help you achieve financial success and personal growth.https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9 https://www.amazon.com/Capi https://www.amazon.com/Cant-Touch-This-Diplomatic-Immunity/dp/B09X1FXMNQ https://www.amazon.com/Million-Dollars-Worth-Game-Kilam/dp/B09HQZNRB9Support the Show.https://donkilam.com

This episode originally aired march 23,2023.  Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Key TakeawaysShift from Making to Receiving: Embrace the mindset that you receive money rather than making it, fostering a more positive relationship with wealth.Practice Appreciation: Cultivate gratitude for the money flowing into your life, recognizing the abundance that surrounds you.Build Trust: Develop trust in your financial journey, alleviating worries and anxieties about money through a sense of confidence and security.Embrace Generosity: Understand the importance of sharing wealth, as giving back and supporting others are integral to experiencing true happiness.Define "Enough": Reflect on what "enough" means to you personally, finding contentment and fulfillment within your current financial circumstances rather than succumbing to the trap of comparison and consumerism.Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network.  Learn more at http://www.vonfinch.com/invest. About our Guest:Ken Honda is a bestselling author, financial educator, and speaker, renowned for his expertise in blending Zen philosophy with modern money management principles. With a background in finance and entrepreneurship, Ken embarked on a journey to explore the deeper significance of wealth and happiness, leading him to become a leading voice in the realm of personal finance. His bestselling book, "Happy Money: The Japanese Art of Making Peace with Your Money," has inspired millions worldwide to transform their relationship with money and find greater fulfillment in their lives. Ken's unique approach to wealth emphasizes the importance of inner harmony and emotional well-being, making him a sought-after mentor and speaker in the field of financial empowerment. Are you looking for High-Performance Business & Mindset Coaching?  Schedule a call now and see how we can be of service to you. http://www.investormindset.com/discover Join InvestorMindset.com for more!

In this episode, Cherylanne discusses the secrets of achieving true prosperity with financial entrepreneur Mackey McNeill. You'll discover how being clear about what money means to you can help you develop financial strategies that bring you peace and freedom. You'll also learn why having someone guide you on your path to financial growth isn't just smart – it can be crucial for navigating the journey to wealth with confidence.  Don't miss Mackey's personal stories and the chance to claim your free copy of her insightful book. It's time to take control and shape your financial future! Show Highlights: The secrets of achieving prosperity. [00:43] Discover the pathway of becoming an entrepreneur. [04:59] Learn about the three types of freedom crucial in achieving your goals. [09:41] Do you dream of enjoying your life without financial constraints? [11:50] How does financial stress impact decision-making? [13:49] Empower yourself through personalized financial planning. [19:49] How can we find clarity in our financial goals? [25:48] Discover how financial child identity impacts your business plans. [30:02] Can professional financial coaching bring peace of mind? [34:18] Acquiring knowledge is the first step towards prosperity. [37:21] Interested in coaching with Brilliant Balance? Schedule an exploratory call here: www.brilliant-balance.com/schedule  Subscribe to The Brilliant Balance Weekly and we'll deliver it to your digital doorstep each Tuesday: www.brilliant-balance.com/weekly  Need a few moments of peace? Listen to our free 5-Minute Meditation: www.brilliant-balance.com/breathe/  Follow us on Instagram: www.instagram.com/cskolnicki Join our private Facebook Group: www.facebook.com/groups/281949848958057