Shock Your Potential
#MoneyMatters
Episodes
Friday Apr 29, 2022
Minimizing Risk in Business - Van Carlson
Friday Apr 29, 2022
Friday Apr 29, 2022
“831B is just a toolbox for business owners and for the right business owner, it's potentially a game changer.” Van Carlson
Risk management has always been an important tool in running any business, particularly when a market experiences turbulent times. Understanding the types of risks that face your business and the mitigation tools available will help you be more strategic with how you cushion yourself and your business against adversity. This is according to Van Carlson, who has been helping business owners to manage risks by simplifying the 831b program.
As Founder & CEO of SRA 831(b), Van is an innovator, developing products for a variety of industries that can take advantage of adding additional revenues while mitigating risk at the same time. By delivering institutional-type ideas to small-and-mid-sized business owners, SRA positions its clients at the forefront of their industry, allowing them to weather any storm.
Van Carlson has an extensive background in Risk Management with more than 24 years in the industry. Prior to founding SRA, Van ran his own property and casualty firm for 15 years. With many commercial business owners as his clients, he saw the Great Recession of 2008 hit hard, and just like them, he was also affected by the sharp downturn in our economy. During this time, he realized there must be a better way to manage risk overall. From that desire to improve business operations for both himself and his clients, along with his extensive background in insurance, risk management, and finance, SRA was formed.
Since its start in 2008, several changes in US Government regulations have allowed the business to thrive – substantiating what Van already believed in: businesses needed a better solution to mitigate risk and create a war chest for the future. In 2013, increases in domiciles allowed the company’s success to skyrocket – with double-digit growth year over year
In today’s episode, Van provides insights on what code 831b is all about, and how businesses can benefit from the program.
Listen in!
Media handles:
http://831b.com
https://www.linkedin.com/in/vancarlson/
https://www.linkedin.com/company/sra-831b/
https://www.instagram.com/sra_831b/
https://www.facebook.com/SRA831b/
https://www.youtube.com/channel/UC8QJwR1FlAzdAgmC8UYsnWg
I'm born to be an entrepreneur, and I love interacting with people.
It took effort to get to where our company was able to be successful, and we're blessed in a lot of different ways from that standpoint.
Mitigating risk is an important aspect of the business, because when running your own business, there are many unforeseen events that come your way.
The 831B tax code, is the one we utilize for our clients, and it provides an incentive for you to manage risk that you either can't transfer to traditional carriers, or it's limited in scope.
In instances where there is risk that you can’t insure against, the 831B comes in to help mitigate the risk more effectively.
The biggest worry for businesses is whether or not they can keep the cash flow they have, and keep it rolling forward to grow their business, and that is where the code comes in.
We are an 831 B administrator, where we admin or clients’ plans, make sure they stay compliant and that they're doing things they're supposed to be doing and enjoying the benefits.
The greatest compliment we get from all of our clients is that they are more at peace knowing that they have signed into the program.
We now have about 180 advisors around the country representing our product and present in all 50 states.
Commercial break
When I sit down with business owners today, they all know that they got to change and stop doing the same thing over and over again.
There's a ton of unfunded risks that you can't transfer to traditional insurance companies and we bring a simple turnkey approach to it, and make sure that we're not complicating our business owners lives.
831B is just a toolbox for business owners and for the right business owner, it's potentially a game changer.
Making profit is not easy in business, and when you do, you've got to recognize the risks you took to get there and know to mitigate that risk going forward.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Thursday Apr 28, 2022
Personal Financial Strategy - Anthony King
Thursday Apr 28, 2022
Thursday Apr 28, 2022
“If you have anxiety about personal finance, there's no time like the present, but you don't know until you sit down and take a real wholehearted look at it.” Tony King
The ability to efficiently and effectively manage your finances and investments by making smart decisions is key to personal and entrepreneurial success. Tony King helps people manage their money by developing and following personal financial plan, and says that it all starts with adopting a system that enables people to be aware of their cash flows.
Tony King founded Personal Financial Strategy to help people optimize their personal money management. Tony is passionate about managing money well, and he’s done it for over 40 years. His professional experience includes senior executive leadership of multi-million dollar health care sales teams, managing insurance sales teams, and owning his own financial consulting businesses. On a personal level, he has managed 7-figure personal assets, eliminated 5-figure personal debt and leveraged his cash flow to make great investments.
In today’s episode, Tony talks about his personal finance, and also gives tips on how to manage personal finances.
Media Links;https://www.linkedin.com/in/tony-king-6563585/
I've been a corporate guy for most of my life working as a project manager, but all the while at home, I have been a personal finance nerd.
I started bringing little project management techniques into my personal money management, and before long I had a little system put together that sped that whole process up.
I left the corporate world in 2020 and decided to try and take some of these techniques that I had developed, and turn them into a business to help people with their finances.
I partnered with a guy who was developing a finance professional software called Lifestyle plan, which became the backbone of my business.
The beauty of our system is that it sorts out your entire financial life and pulls it together in one place.
The system records the data and then we develop a cash flow map for the last 90 days of expenses and analyze them.
Commercial break
We coach people to approach expenses with a cash flow mindset.
If you have anxiety about personal finance, there's no time like the present, but you don't know until you sit down and take a real wholehearted look at it.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Wednesday Apr 27, 2022
Dream Bold - Start Smart - Tatiana Tsoir
Wednesday Apr 27, 2022
Wednesday Apr 27, 2022
“When it comes to money, numbers and taxes, face it and face it early so that you give yourself the best chance of success. “ Tatiana Tsoir
Long-term business success is not coincidental or based on luck. To increase the odds of success, a business has to be established within strong foundational structures. Tatiana Tsoir has been working with businesses to help them grow and thrive, and notes that the earlier the process begins, the sooner the business will become stable and productive.
Tatiana Tsoir, CPA, MBA, is a Transformative Business & Finance Expert, Certified Life Coach, Author, Speaker, and Podcast Host. A fervent believer that the key to freedom lies in entrepreneurship, Tatiana specializes in helping individuals prepare and transition from the antiquated 9-5, to starting and running their own companies.
Over the last 16+ years, Tatiana has used her expertise in tax planning and price psychology to help hundreds of businesses become more profitable, stabilize cash flow, and pay less in taxes through a combination of tax strategies, operational planning, and commitment to excellence.
In her signature mastermind program, “Something That’s Yours,” she supports women in learning to color outside of the lines and go after their bold dreams so that they can be their own boss and make money doing what they love.
Tatiana is a frequent speaker at conferences, is the author of "Dream Bold, Start Smart: Be Your Own Boss & Make Money Doing What You Love" and host of the podcast Talk to Tatiana in which she has conversations with world experts about their entrepreneurial journey. Tatiana has been featured in Forbes, US News & Report, Business Insider, GoBankingRates, Bankrate, CBS, The List, The Daily CPA, NTD, Thrive Insider, and National Speaker Association.
In this episode, Tatiana talks about the importance of starting a business with the right guidance, and how she helps businesses get their numbers right.
Listen in!
Media Links:
https://www.linkedin.com/in/tatiana-tsoir/
https://twitter.com/tatianaacct
https://web.facebook.com/tatianatsoir/?_rdc=1&_rdr
Book Link: https://amzn.to/35RZWuP
I focus on working primarily with the small businesses and small business owners, because I think business is personal.
I work with entrepreneurs in a number of ways including identifying the gaps in their management and their mindset, so that they can build businesses that are profitable.
I also advise them on different systems, and *9how to organize the operations of the company so that it's efficient and also yields the best results.
Tax planning comes as part of all of the advisory and coaching that I do with clients because it's an integral part of having a profitable business.
I have noticed that I can only work with a very limited number of clients so that I can have impact.
By writing my book, I realized that I can transform the lives of many more people than just working directly as an accountant.
Covid -19 hit everybody differently, but the response to that is what made a difference for everyone.
The sooner you realize that crises happen and passes, the more proactive you become in handling the situation, and that makes a difference.
With the crisis response curve, the idea is to know that with every crisis, you need an approach that will get you through the shock and desperate phase as quickly as possible.
Commercial break
The book process has been extremely involving, but also very rewarding, and my approach was to look at who the ideal reader is and the core message to them.
The book is for someone who has a business idea, and cannot afford to fail, and therefore needs that roadmap in plain English, on money, numbers and taxes.
Businesses do start with a vision, however, the problem is that some fail to make it over five years because their vision is not supported by numbers.
Part two of the book, I present specific steps to take when creating and pricing your product, and managing your cash flows.
When it comes to money, numbers and taxes, face it and face it early so that you give yourself the best chance of success
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Monday Apr 25, 2022
Money Ripples - Chris Miles
Monday Apr 25, 2022
Monday Apr 25, 2022
“There's so many ways that you can leverage and use your money to create more and better types of returns.” Chris Miles
To enjoy a comfortable future, investing is absolutely essential for most people. While there are many investment options that are available to choose from, it is important that one considers the features of each of the options and how they align with personal financial goals. This is according to Chris Miles, who notes that with the right information, people can make better investment decisions that will push them closer towards their financial goals.
Chris Miles, the “Cash Flow Expert,” is a leading authority on how to quickly create cash flow and lasting wealth for thousands of his clients, entrepreneurs, and others internationally! He has been featured in US News, CNN Money, Bankrate.com, and has a high reputation for getting his clients life-altering financial results in his company, Money Ripples.
After working as a traditional financial advisor and stock coach for several years, Chris came to a stark realization that the financial advising industry was not showing anyone how to quickly and safely become financially prosperous today.
After leaving that industry, Chris was able to retire when he was 28, and has since worked to teach his effective, unique strategies, for companies like Freedom Fast Track and Garrett Gunderson, and now Money Ripples, while exposing the popular myths around money that have kept so many from enjoying financial freedom and peace of mind.
Chris consistently practices and teaches small business owners how to do what no other financial advisers can or will – achieve financial prosperity, now and in the future, spending time doing what they love most.
In this episode, Chris talks about some of the investment options that have attractive returns, and also highlights on the importance of information when making investment decisions.
Media Links
http://www.moneyripples.com/
https://www.linkedin.com/in/chriscmiles/
https://www.instagram.com/moneyripples/
https://www.facebook.com/moneyripples/
https://www.youtube.com/channel/UCJS6bPY8sm53pkjiCSuBKMA
We help people strategize and do things that are outside the Wall Street and more in the alternative space like real estate investing
We have been taught and trained to be savers, and never really taught to be wise stewards or investors.
One thing I noticed 20 years ago when I was a financial advisor is that most of my colleagues and clients were not financially free.
That opened my eyes and I started to see this whole new world that I was never taught as a financial advisor.
I realized that it wasn't about accumulating money, but was about cash flow.
Everyone talks about financial future but nobody talks about the financial present, yet if we can adjust the present now and create an actual present for you today, that will take care of the future for itself.
There's so many ways that you can leverage and use your money to create more and better types of returns.
Commercial break
We help people create a plan and connect them with actual vetted investments, which doesn't mean that they're risk free.
We also do have a wealth accelerator academy which is an online interactive training program that gives you all the education you need to improve your cash flow.
There never just one strategy that's going to get you to a financially secure future.
Infinite banking is a specific strategy that you can use to create this tax free, supercharged savings account.
Most people don’t have hope because they are ignorant to the possibilities that are available for them to invest in.
Look at the evidence that shows financial freedom and go with it.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com
Thursday Apr 21, 2022
VeriStrat - Bharat Kanodia
Thursday Apr 21, 2022
Thursday Apr 21, 2022
“If you want to sell your business in future, focus on getting the business to have consistent cash flow, and having it to operate on autopilot.” Bharat Kanodia.
Understanding the business, and having an accurate valuation is essential for every business owner. This is especially true when they are assessing business opportunities and costs. In order to effectively plan for the growth and eventual transition of your businesses, you need to focus on the important factors, and valuation is at the heart of it all. This is according to Bharat Kanodia, who also notes that when it comes to valuation, getting accurate information is important for effective decision making.
Bharat Kanodia has valued over 4000 companies and assets worth $2.6 trillion. He has appraised unique assets including the Golden Gate Bridge, Atlanta Airport, Uber, Airbnb, Yahoo!, the Brooklyn Bridge, and the Mirage Casino Las Vegas, among many others. Bharat is the Founder of Veristrat, a company that advises startup founders and venture capitalists on valuations.
Bharat lives in the San Francisco Bay area with his family and enjoys sailing, golfing, skiing, and horseback riding
In today’s episode, Bharat talks about the unique role he plays in valuing assets. He also talks about some of the key things that are required to successfully sell out your business.
Listen in!
Media Handles;
https://www.veristrat.com/
https://www.linkedin.com/in/bharat-kanodia-asa/
https://youtu.be/zicGCnM8Hag
https://www.inc.com/author/Bharat-Kanodia
All large assets like the Golden Gate Bridge or Atlanta airport or Empire State Building are insured by somebody.
After 9/11 happened, my company at that time, American appraisal, got a contract from Lloyds of London and their brokers to appraise a list of 200 assets around the world
I got some assets to appraise and it was a learning experience for me and my colleagues and my company also gained a lot of money.
I've since done many interesting projects and been privy to some very unique assets, and when other appraisers don't know how to do it, I get called to step in.
If you want to sell your business in future, you got to focus on two things which are first, that buyers of businesses are looking to buy businesses with consistent cash flow.
Second thing is that buyers or businesses don't want to do anything to enjoy that cash flow and therefore want a business that perform on autopilot to a great extent.
Commercial break
Strategy session is really where you're mixing practicality of what's happening on the ground with your higher level of thinking
At this point I get to pick the clients that I want to work with, and for me good clients are people who are open to listening.
Believe in the power of affirmation and meditations.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Wednesday Apr 20, 2022
Marketing Boost - Marco Torres
Wednesday Apr 20, 2022
Wednesday Apr 20, 2022
“Find ways to plug additional value into your offers rather than discounting.” Marco Torres
While price is a primary consideration when customers make purchases, cutting prices may not always be the best strategy for your clients, and ultimately for your business to stay competitive. On the contrary, value addition can help you attract customers which will make you stay ahead of other businesses and remain competitive. Marco Torres is in the business of marketing and encourages businesses to embrace value addition as a way to increase your client base and grow revenue.
Marco Torres is the Founder of MarketingBoost.com. He has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. He teaches entrepreneurs how to soar sales & marketing through the use of “Value-Add-Incentives” instead of discounts.
Marco Torres has been an entrepreneur since age 9 when he started his first business as a paperboy. By the age of 12, he had the biggest paper route in San Juan Puerto Rico where he grew up, and was featured on the front page of the newspaper for his accomplishment. Born in San Antonio Texas from Mexican heritage, Marco inherited the spirit of adventure from his parents. His dad Charlie was transferred with General Electric GECC , to San Juan Puerto Rico to take over the Caribbean market. His parents packed up and left their home and family to move across the sea to the small island of Puerto Rico in the 1960s. That set the stage for Marco to grow up with the spirit of adventure and entrepreneurship.
Marco aka “Capt. Marco” (the avid sailor) now spends most of his working time helping small and medium-sized businesses boost sales, and improve conversion rates without spending more money with the use of the Travel incentives his firm provides with a low-cost subscription model starting at only $37 a month.
He and his partners have revolutionized the incentive industry by making complimentary hotel stay certificates from 3 to 7 nights in over 125 worldwide destinations, plus hotel savings cards, and restaurant vouchers incredibly affordable, allowing the small business to stand out from the crowd and compete with the big boys.
In today’s episode, Marco talks about the importance of adding value to products and services as opposed to discounting, as well as how marketing boost can be an ideal option for businesses to offer greater value to their clients.
Listen in!
Media Handles
https://marketingboost.com/
https://www.linkedin.com/in/6101960marcotorres/
https://www.facebook.com/groups/1988225651450719/
Get a special offer from Marketing boost: www.marketingboost.com/podcast
One of the early lessons I learned from very early on is finding relationships with people better than I am and form partnerships.
By the time I was 23 years, partnering my older brother and my mother, we owned five restaurants and I owned a nightclub with another partner.
In my entire career, I've probably generated over a billion dollars in sales in one form or another for myself and my clients.
I've got a little bit of an idea on how to make those calls to action be a little more effective and generate more sales.
When we first launched marketing boost, it came about as an offshoot from another business of ours in the travel space.
We faced the challenge of having negative reviews in our travel site and started to look for ways to overcome this challenge.
To solicit positive reviews, we came up with an idea to generate positive video testimonials from our clients which we promised to reward with a complimentary hotel stay.
Today we have over 30,000 video testimonials for that one website alone, which we've leveraged into.
When we had to pay for the complimentary tours, we went back to our hotel partners, and we built what we have today, which is a win win win.
When we decided to do this, we decided we were going to revolutionize the travel incentive business.
We made our travel incentives super easy to use and made it super affordable for anybody to join our subscription program, and have access to these incentives.
Peak seasons and weekends record less availability, but we average about 32 weeks out of 52 weeks of availability at each of the destinations.
Commercial break
You join marketing boost for $37 and any business owner can do that.
One reason to avoid giving discounts is clients start to wait for you to offer your next promo cycle before they get involved in whatever your next sales cycle is.
Instead of discounting, you could add more value since psychological studies have proven that consumers are more likely to take action with an added value as opposed to discounts.
Business owners can use our travel incentives as added value to attract more interactions and action from clients.
When you pay $37 a month, that gives you access to give away an unlimited amount of all three of these incentives that we offer.
For the complimentary hotel stays, someone's has to pay the activation fee, and most of our members let the client pay for that.
Hotel savings cards are like a gift card, but they don't cover the entire room cost but essentially save between 10 and 50% off of the rooms.
You have to you have to use the incentives appropriately, otherwise, they may sound too good to be true and they won't help you at all.
Marketing boost is not the magic bullet that's going to solve everything especially if you don't already have a good business, product and service.
Find ways to plug additional value into your offers rather than discount and marketing boost can do that.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Tuesday Apr 19, 2022
Begin With The End In Mind - Joseph Templin
Tuesday Apr 19, 2022
Tuesday Apr 19, 2022
“When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.” Joseph Templin
Every day you make decisions that either moves you forward or sets you back financially. Your beliefs about money, yourself and the world will inform every aspect of how you deal with money, and therefore is important to fully understand these held convictions. This is according to Joseph Templin, who helps his clients to understand why they make choices that they do around money matters, and why it is important to consider the bigger picture.
Reformed physicist, financial planner, startup founder and autodidactic polymath best described as a Swiss Army Knife, Joseph Templin, often referred to as Joe, has invested the past two and a half plus decades to helping others reach their financial potential as a planner, trainer, mentor and creator.
Joe has served as a member of NAIFA (the National Association of Insurance and Financial Advisors) on the local, state, and national level, and including three terms on the NAIFA National Young Advisors Team (YAT) Subcommittee and was honored as one of the 2011 Four Under 40. He is a graduate of the Leadership in Life Institute of NAIFA as well as Rensselaer Polytechnic Institute, and is an alum of Johns Hopkins University.
Joe served as the President of the Castle Alpha Tau Foundation for Pi Kappa Phi Fraternity and as the Chapter Advisor, and is currently a Vice President of The Autism Society of the Greater Capital Region. He has been a member of The Ancient Order of Hibernians for over 20 years, and is the Lieutenant of the Honor Guard.
Joe is the Managing Director of the Unique Minds Consulting Group, LLC, and is the author of “Every Day Excellence”, the Kindle #1 New Release in Professional Development. Joe also co-authored “Do You Want To Make MDRT, Or Not?” with Dr. John Stolk as well as “Choices: Creating a Financial Services Career”.
Joe is a Co-Founder and President of The Intro Machine, Inc. an organization dedicated to teaching professionals in a variety of fields how to build an Introduction Based Business. He has spoken all across the US and Canada on ethical business development.
In his free time, Joe enjoys running Ragnars (200 ish mile team relay races), ultramarathons, and is a 4th Dan from the Kukkiwon in Seoul, Korea and former International Champion. He lives in Gansevoort, New York, with his hooligan boys Danny, Liam, and Colin. They are huge Yankees fans.
On today’s episode, Joe talks to me about setting money philosophies and how to plan for finances in advance.
Listen in!
Media Handles:
https://everyday-excellence.com/
https://www.linkedin.com/in/joe-templin/
I went to grad school for physics and my MBA, and I was working full time as a college intern with Northwestern Mutual.
After I graduated I maintained my student lifestyle because I knew that deferred compensation was the best model.
I never let my lifestyle grow as fast as my income which gave me a lot of flexibility long range.
One of the big differences among the financial classes in the United States is people who are truly rich buy tremendous value for things that can last for decades as opposed to the quick fix.
People don't realize that if you can save on one area, that allows you to have more output because you dedicate it to things that actually pay dividends.
One of the things is you can tell what class somebody is by their philosophy and attitude around money.
If you can trade time for money, that's work, and if you can change money for time, that's leisure.
Our understanding about money and our philosophies on money are carried forth and reflected in our decisions.
One of the questions that I ask my clients is to tell me about their earliest and or strongest memory of money from growing up, and how that has influenced you.
It is important to invest the time essentially on financial counseling to understand why you and your significant other make financial choices and come up with a unified family philosophy.
Having a unified philosophy is important and ensuring that it can pass on down to the next generation.
Commercial break
If you really understand why you want to do something, it makes the discussions around it a lot easier, because you're clear about what your value and concern is.
When you're looking at your financial philosophies, you want to make sure that your loved ones are inheriting the mindset around money that you desire.
When looking at success in whichever capacities, begin with the end in mind, and by doing that you can focus on making the best possible choice.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Wednesday Apr 13, 2022
Mindful Money - Jonathan DeYoe
Wednesday Apr 13, 2022
Wednesday Apr 13, 2022
“When you think about your finances, stop predicting, start planning and stay mindful.” Jonathan DeYoe
Most people have free-floating anxiety about anything to do with money. However, embracing mindfulness in financial planning allows us to include personal experiences, emotions and thoughts when making financial decisions. This is according to Jonathan DeYoe, who notes that life can be less stressful when we stop trying to solve problems that have not happened yet, and focus on what presently have.
Jonathan DeYoe is a Lutheran Seminarian turned Buddhist academic turned financial advisor. He has been an investor for over 40 years and an advisor for almost 30. In 2021, he merged his wealth management practice into EP Wealth – a national fiduciary firm where he continues to work with his clients.
After losing his only sibling in 2021, he wanted to return to a vision that he and his brother shared. In 2006, they had cofounded a company, Worker’s Financial, to bring education, financial coaching, and tools to people who were either struggling to get started or recovering from some form of financial ruin.
Jonathan speaks and writes about personal finance, wealth & culture, and behavioral wealth for news outlets like businessinsider.com and MindBodyGreen.com. He is the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend. He has been featured in the N.Y. Times and the Wall Street Journal and he speaks locally and nationally on the intersection of money and mindfulness.
Today, his company, Mindful Money, offers low-cost financial education, a DIY personal financial planning course, and group financial coaching that can enable people to put their money lives into the larger context of their total lives and build “True Wealth.” Jonathan is passionate about spreading a goal-focused and planning-driven approach to money that helps people enjoy better financial outcomes AND live happier lives.
In today’s episode, Jonathan speaks about the concept of mindfulness in financial planning and how he helps his clients contextualize their plans.
Listen in!
Media Handles;
https://www.linkedin.com/in/jonathandeyoe/
https://www.linkedin.com/company/mindful-money-plan
https://twitter.com/MindfulMoney_Ed
https://twitter.com/DeYoeWealth
https://www.instagram.com/mindfulmoneyplan/
https://www.facebook.com/JonathanDeYoe
https://facebook.com/MindfulMoneyPlan
https://www.youtube.com/c/mindfulmoney
Book link:https://amzn.to/3674dhr
I bring together non-judgmental awareness of the way things are, and knowledge about finance.
The happiness factors that determine well-being, are not unique to people with the money.
You can judge the choice of an expense, given the lack you see in other places, but you have to admit that you have no idea.
I have this background where I meditate a lot, and I really think about the meaning of life and what makes people happy.
I entered the financial world where I was an advisor and a broker on Wall Street and I realized that everyone was predicting things that are not predictable.
The concept of the application of mindfulness, the non-judgmental awareness of the present moment to finance sort of became natural.
I was scared and second guess myself but over time I became convinced and so it took me until I think 2019 to rename my firm Mindful Money.
The reality is, you can have better financial outcomes and happiness dividends if you do this the right way, which is separating it all out and focusing on the long term.
People are not capable of planning for a future that they can't imagine, and so it is important to get people out of their current self and get them thinking about a lifetime.
Commercial break
Majority of people who come to me are looking for wisdom around the retirement plan.
The difference between us and most advisors is we tell clients right up front that because we can’t predict the future, we have to make decisions around different timeframes.
With regards to how or when mindfulness does come into play, we talk about ideas of mindfulness without naming mindfulness in the very beginning.
The value an advisor can provide is just how people can contextualize issues in a life that's complex and has lots of moving pieces.
When you think about your finances, stop predicting, start planning and stay mindful.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com.
Friday Apr 08, 2022
Project Management For Your Money - Simon Brady
Friday Apr 08, 2022
Friday Apr 08, 2022
“Start to take saving and investing particularly seriously, and as early as possible.” Simon Brady
We know that we need to invest in our financial future, but tackling it can be so daunting and downright overwhelming. It however doesn’t have to be that hard, especially for young people who still have the time and potential to accomplish their financial goals. Simon Brady helps people to plan their personal finances, and insists that the only person in charge of taking care of your financial future is yourself.
Simon Brady grew up in London but came to Wall Street in the late 1980s as a trader. He worked there for over 20 years in both currencies and equities before turning to personal financial planning and setting up his own fee-only firm, Anglia Advisors, which is a personal finance and investment consultant that specializes in working with younger individuals, couples and families looking to secure their financial futures.
In today’s episode, Simon talks about his practice and why it is important that people start to take investment matters seriously.
Listen in!
Connect with Simon;
https://www.angliaadvisors.com/
https://www.linkedin.com/in/simonbradyny/
https://www.instagram.com/angliaadvisors/
I originally grew up in London and came over here in a trading capacity in the late 1980s.
I got qualified as a certified financial planner and set up my own firm, Anglia advisors.
My compensation method is completely different where I work per hour basis and with that model, I was able to work with younger people who have a lot going on and need a lot of hand-holding.
I love it when people come to me at an early stage because there's so much we can do if you give me 40 years of time horizon.
The transactional commission based financial advisors are not really incentivized to talk to you about that they can't monetize.
I get paid the same regardless of what we are talking about, so I can have a very wide range of conversation topics with people.
Commercial break
When someone reaches out to me, I always want to try and establish in that first discussion why they are reaching out.
I establish what kind of agenda we're going to put together, and it really is up to the client to put the agenda together.
The pandemic reminded quite a few people about their mortality which sort of reinforced that very unexpected things can happen.
There has been an increase in the general awareness that you can plan your life out in the way that you want to.
Some people that come to me do so because they've got a plan and they want me to come back and endorse what they're doing.
The delegators outsource everything about their finances to me, and my model permits me to work with all these people.
The best time to start saving and investing is during your first week at your first job, the second best time is now.
Start to take saving and investing particularly seriously, as early as possible.
…………………………………………………
Do you want to be a go to expert that news reporters, anchors and media producers turn to? Are you a media professional looking for credible, reliable and timely guests? Shock Your Media Potential is here for you.
Shock Your Media Potential is a one of a kind platform that connects vetted experts with news professionals around the globe.
As part of the launch of the platform, CEO Michael Sherlock, along with co-host Eddie Luisi, stage manager for Good Morning America, have interviewed 25 media personalities and professionals to ask them the questions you need to know the answers to in order to become more newsworthy, pitch your story better, and get invited back again and again, and much more. Some of their guests are household names, with exceptional on-camera careers. Others are award-winning directors, producers, camera operators, audio engineers, celebrity hair and makeup professionals, and so much more.
To learn more about our platform and our conference today, go to https://www.shockyourmediapotential.com
Wednesday Jan 27, 2021
The Truth Mirror - Doug Brown
Wednesday Jan 27, 2021
Wednesday Jan 27, 2021
Our guest today began sweeping floors in the family business at age 3, earning $25 cents a week, which allowed him great candy purchasing ability every Friday.
He later served as an independent president of sales and training for companies of Tony Robbins, Chet Holmes, and Russ Whitney, where his efforts generated over 500 million dollars in sales.
Today Doug Brown helps companies with $5M+ in sales revenue to expend and optimize it, as well as helping B2B business coaches and consultants to grow their business, to have higher profits, and to enjoy their life.
In today’s episode we learn Doug’s story and passion, especially for helping people, through brutal candid truth, to investigate their own Truth Mirror. He also reminds us that the master prospector will always out earn the master closer.
During college Doug supported himself by selling music equipment to colleges, universities, corporations, and some of the world's biggest bands such as Aerosmith, Boston, Billy Joel, The Eagles, Extreme and others. He served 12 years and 7 days in the US Army, during which he was awarded the battalion's most distinguished soldier award. His international bestselling book in the US, Canada, the UK, Australia, and the Philippines is Win-Win Selling - Unlocking your Power of Profitability by Resolving Objections (https://amzn.to/32JW0uW).
Social Media Links
https://www.facebook.com/pg/DougBrown.BSF
https://www.linkedin.com/in/dougbrown123/
https://twitter.com/dougbrown123456
www.businesssuccessfactors.com
…………………………………………………………………………………………………………….
Thank you to our January sponsor! KukuaBiz can provide dedicated and affordable talent from Kenya to help you grow and scale your business. Virtual employees are skilled in administrative functions, sales, podcast management, video editing, marketing, social media marketing, website design and management, and more. Learn more: https://www.kukuabiz.com