<![CDATA[How Do You Know?]]>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.


My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.

I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge.

Thank you for listening. I hope it helps!

Please DM me on LinkedIn if you want my top investing tips: https://www.linkedin.com/in/isabela-carrasco?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

]]>https://hdyk.buzzsprout.comRiverside.fm (https://riverside.com)Wed, 16 Sep 2026 03:19:59 GMTTue, 10 Feb 2026 18:49:24 GMT60Bela Carrasco<p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p><p><br /></p><p>My goal is to help people feel more confident about their investment portfolio. After working in the private equity, family office and securities market for nearly a decade, I pulled together my resources to interview experts in each area of the due-diligence process.<br /><br />I also bring on ex professional athletes so that we can learn how they became comfortable with the investment world and the tips that got them there. As a former collegiate soccer player, I know the parallels that athletes have with everyone else. That is, the fact that we wear many hats with the capability to add more skills to our repertoires, including investment knowledge. <br /><br />Thank you for listening. I hope it helps!<br /><br />Please DM me on LinkedIn if you want my top investing tips: <a href="https://www.linkedin.com/in/isabela-carrasco?utm_source=share&amp;utm_campaign=share_via&amp;utm_content=profile&amp;utm_medium=ios_app" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/isabela-carrasco?utm_source=share&amp;utm_campaign=share_via&amp;utm_content=profile&amp;utm_medium=ios_app</a></p>episodicBela Carrascoisabelamcarrasco@gmail.comno<![CDATA[Is Financial Literacy Keeping You Broke? | Application]]>Application episode: Real wealth isn’t built on information alone - it’s built on intention and attention. True financial consciousness is where you take ownership and start winning. Michael dives into this concept and more during this week's episode.

We chat about:

  • Financial literacy v financial consciousness
  • Tools to gain better financial consciousness
  • Typical red flags when it comes to financial plans
  • Biggest mistake when it comes to 401k’s and how to fix it
  • Why tax planning matters
  • Why you need to be a CEO of your investment portfolio
  • 3 key words you need to know when interviewing an advisor
  • How to survive in any market

With over 15 years of experience in the financial services industry, Michael co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Please feel free to share or take a listen on:
𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://lnkd.in/gDw82HM2
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://lnkd.in/gTRGfDiV
𝐀𝐩𝐩𝐥𝐞: https://lnkd.in/gZqM6S4U

]]>15a163d9-d930-49d4-964e-35406ec10e56Tue, 08 Sep 2026 05:00:00 GMT<p>Application episode: Real wealth isn’t built on information alone - it’s built on intention and attention. True financial consciousness is where you take ownership and start winning. Michael dives into this concept and more during this week's episode.</p><p></p><p>We chat about:</p><ul><li>Financial literacy v financial consciousness</li><li>Tools to gain better financial consciousness</li><li>Typical red flags when it comes to financial plans</li><li>Biggest mistake when it comes to 401k’s and how to fix it</li><li>Why tax planning matters</li><li>Why you need to be a CEO of your investment portfolio</li><li>3 key words you need to know when interviewing an advisor</li><li>How to survive in any market</li></ul><p></p><p>With over 15 years of experience in the financial services industry, Michael co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.</p><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p><p></p><p>Please feel free to share or take a listen on:<br />𝐘𝐨𝐮𝐓𝐮𝐛𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gDw82HM2" target="_blank"><b>https://lnkd.in/gDw82HM2</b></a><br />𝐒𝐩𝐨𝐭𝐢𝐟𝐲: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gTRGfDiV" target="_blank"><b>https://lnkd.in/gTRGfDiV</b></a><br />𝐀𝐩𝐩𝐥𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gZqM6S4U" target="_blank"><b>https://lnkd.in/gZqM6S4U</b></a></p>no00:07:29Is Financial Literacy Keeping You Broke? | Applicationfull<![CDATA[Is Financial Literacy Keeping You Broke?]]>Real wealth isn’t built on information alone - it’s built on intention and attention. True financial consciousness is where you take ownership and start winning. Michael dives into this concept and more during this week's episode.

We chat about:

  • Financial literacy v financial consciousness
  • Tools to gain better financial consciousness
  • Typical red flags when it comes to financial plans
  • Biggest mistake when it comes to 401k’s and how to fix it
  • Why tax planning matters
  • Why you need to be a CEO of your investment portfolio
  • 3 key words you need to know when interviewing an advisor
  • How to survive in any market

With over 15 years of experience in the financial services industry, Michael co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Please feel free to share or take a listen on:
𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://lnkd.in/gDw82HM2
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://lnkd.in/gTRGfDiV
𝐀𝐩𝐩𝐥𝐞: https://lnkd.in/gZqM6S4U

]]>441732f4-6bb8-4391-bc4a-0e3839cd3e79Tue, 25 Aug 2026 05:00:00 GMT<p>Real wealth isn’t built on information alone - it’s built on intention and attention. True financial consciousness is where you take ownership and start winning. Michael dives into this concept and more during this week's episode.</p><p></p><p>We chat about:</p><ul><li>Financial literacy v financial consciousness</li><li>Tools to gain better financial consciousness</li><li>Typical red flags when it comes to financial plans</li><li>Biggest mistake when it comes to 401k’s and how to fix it</li><li>Why tax planning matters</li><li>Why you need to be a CEO of your investment portfolio</li><li>3 key words you need to know when interviewing an advisor</li><li>How to survive in any market</li></ul><p></p><p>With over 15 years of experience in the financial services industry, Michael co-founded RetireUS to make independent fiduciary financial guidance accessible to all, so that everyone has the opportunity to achieve financial freedom.</p><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p><p></p><p>Please feel free to share or take a listen on:<br />𝐘𝐨𝐮𝐓𝐮𝐛𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gDw82HM2" target="_blank"><b>https://lnkd.in/gDw82HM2</b></a><br />𝐒𝐩𝐨𝐭𝐢𝐟𝐲: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gTRGfDiV" target="_blank"><b>https://lnkd.in/gTRGfDiV</b></a><br />𝐀𝐩𝐩𝐥𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gZqM6S4U" target="_blank"><b>https://lnkd.in/gZqM6S4U</b></a></p><p></p><p></p>no00:40:51213Is Financial Literacy Keeping You Broke?full<![CDATA[How Health & Finances Go Together | Application ]]>Better Health Means Fewer Costly Mistakes. Understanding your body’s health—especially how you respond to stress—can directly impact your financial decision-making. Chronic financial stress can trigger physical symptoms like high blood pressure, poor sleep, and weakened immunity, which in turn can cloud judgment, reduce focus, and lead to impulsive or short-sighted financial choice. This week's episode is full of tips by @alicia to make sure you're avoiding this quiet plague. 

Alicia is a Naturopathic Doctor, Functional Medicine Practitioner, Sport Nutritionist, Certified Personal Trainer and speaker. Her experience lies in working with busy, stressed, ambitious women who are committed to look, feel and perform their best by addressing hormones and metabolism.

We dive into:   

  • How stress affects someone's life
  • Most common problem with high achievers
  • What a Naturopathic doctor is
  • How people stay healthy with age
  • Common misconceptions around what "living healthy" means
  • Stress regulation tips
  • Alcohol and health
  • Meal structuring
  • Fasting - is it good or bad?
  • Sleep tips
  • The Law of Attraction

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Please feel free to share or take a listen on:
𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://lnkd.in/gDw82HM2
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://lnkd.in/gTRGfDiV
𝐀𝐩𝐩𝐥𝐞: https://lnkd.in/gZqM6S4U

]]>d5a792d1-1a8f-4be6-aeb3-019de4b06bfdTue, 11 Aug 2026 23:15:00 GMT<p>Better Health Means Fewer Costly Mistakes. Understanding your body’s health—especially how you respond to stress—can directly impact your financial decision-making. Chronic financial stress can trigger physical symptoms like high blood pressure, poor sleep, and weakened immunity, which in turn can cloud judgment, reduce focus, and lead to impulsive or short-sighted financial choice. This week's episode is full of tips by @alicia to make sure you're avoiding this quiet plague. </p><p>Alicia is a Naturopathic Doctor, Functional Medicine Practitioner, Sport Nutritionist, Certified Personal Trainer and speaker. Her experience lies in working with busy, stressed, ambitious women who are committed to look, feel and perform their best by addressing hormones and metabolism.</p><p></p><p>We dive into:   <br /></p><ul><li>How stress affects someone's life</li><li>Most common problem with high achievers</li><li>What a Naturopathic doctor is</li><li>How people stay healthy with age</li><li>Common misconceptions around what "living healthy" means</li><li>Stress regulation tips</li><li>Alcohol and health</li><li>Meal structuring</li><li>Fasting - is it good or bad?</li><li>Sleep tips</li><li>The Law of Attraction</li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p><p></p><p>Please feel free to share or take a listen on:<br />𝐘𝐨𝐮𝐓𝐮𝐛𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gDw82HM2" target="_blank"><b>https://lnkd.in/gDw82HM2</b></a><br />𝐒𝐩𝐨𝐭𝐢𝐟𝐲: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gTRGfDiV" target="_blank"><b>https://lnkd.in/gTRGfDiV</b></a><br />𝐀𝐩𝐩𝐥𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gZqM6S4U" target="_blank"><b>https://lnkd.in/gZqM6S4U</b></a></p>no00:09:09213How Health & Finances Go Together | Application full<![CDATA[How Health & Finances Go Together]]>Better Health Means Fewer Costly Mistakes. Understanding your body’s health—especially how you respond to stress—can directly impact your financial decision-making. Chronic financial stress can trigger physical symptoms like high blood pressure, poor sleep, and weakened immunity, which in turn can cloud judgment, reduce focus, and lead to impulsive or short-sighted financial choice. This week's episode is full of tips by @alicia to make sure you're avoiding this quiet plague. 

Alicia is a Naturopathic Doctor, Functional Medicine Practitioner, Sport Nutritionist, Certified Personal Trainer and speaker. Her experience lies in working with busy, stressed, ambitious women who are committed to look, feel and perform their best by addressing hormones and metabolism.

We dive into:   

  • How stress affects someone's life
  • Most common problem with high achievers
  • What a Naturopathic doctor is
  • How people stay healthy with age
  • Common misconceptions around what "living healthy" means
  • Stress regulation tips
  • Alcohol and health
  • Meal structuring
  • Fasting - is it good or bad?
  • Sleep tips
  • The Law of Attraction

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Please feel free to share or take a listen on:
𝐘𝐨𝐮𝐓𝐮𝐛𝐞: https://lnkd.in/gDw82HM2
𝐒𝐩𝐨𝐭𝐢𝐟𝐲: https://lnkd.in/gTRGfDiV
𝐀𝐩𝐩𝐥𝐞: https://lnkd.in/gZqM6S4U

]]>1caa6141-6565-41d3-beb1-e4e9070a8b9aTue, 28 Jul 2026 05:00:00 GMT<p>Better Health Means Fewer Costly Mistakes. Understanding your body’s health—especially how you respond to stress—can directly impact your financial decision-making. Chronic financial stress can trigger physical symptoms like high blood pressure, poor sleep, and weakened immunity, which in turn can cloud judgment, reduce focus, and lead to impulsive or short-sighted financial choice. This week's episode is full of tips by @alicia to make sure you're avoiding this quiet plague. </p><p>Alicia is a Naturopathic Doctor, Functional Medicine Practitioner, Sport Nutritionist, Certified Personal Trainer and speaker. Her experience lies in working with busy, stressed, ambitious women who are committed to look, feel and perform their best by addressing hormones and metabolism.</p><p></p><p>We dive into:   <br /></p><ul><li>How stress affects someone's life</li><li>Most common problem with high achievers</li><li>What a Naturopathic doctor is</li><li>How people stay healthy with age</li><li>Common misconceptions around what "living healthy" means</li><li>Stress regulation tips</li><li>Alcohol and health</li><li>Meal structuring</li><li>Fasting - is it good or bad?</li><li>Sleep tips</li><li>The Law of Attraction</li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p><p></p><p>Please feel free to share or take a listen on:<br />𝐘𝐨𝐮𝐓𝐮𝐛𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gDw82HM2" target="_blank"><b>https://lnkd.in/gDw82HM2</b></a><br />𝐒𝐩𝐨𝐭𝐢𝐟𝐲: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gTRGfDiV" target="_blank"><b>https://lnkd.in/gTRGfDiV</b></a><br />𝐀𝐩𝐩𝐥𝐞: <a rel="noopener noreferrer nofollow" href="https://lnkd.in/gZqM6S4U" target="_blank"><b>https://lnkd.in/gZqM6S4U</b></a></p>no00:35:00212How Health & Finances Go Togetherfull<![CDATA[1031 Exchanges | Application ]]>

The #1 1031 Exchange Myth That’s Costing Investors BIG Money!


Most people think you have to reinvest every single dollar of the sale proceeds… but that’s completely wrong.


Listen to this week's episode to learn what you actually need. Everything else? You can actually pull out for medical bills, college tuition, life events, or whatever you need with a Partial 1031 Exchange.

 

What other myths would you add to the list? If you have any 1031 questions, feel free to drop it in the comments below! 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>ad2788fa-b8f2-43e0-b2d1-552a03745243Tue, 14 Jul 2026 05:00:00 GMT<blockquote><blockquote><p>The #1 1031 Exchange Myth That’s Costing Investors BIG Money!</p><p><br />Most people think you have to reinvest every single dollar of the sale proceeds… but that’s completely wrong.</p><p><br />Listen to this week's episode to learn what you actually need. Everything else? You can actually pull out for medical bills, college tuition, life events, or whatever you need with a Partial 1031 Exchange.</p><p> </p><p>What other myths would you add to the list? If you have any 1031 questions, feel free to drop it in the comments below! </p></blockquote></blockquote><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:05:021031 Exchanges | Application full<![CDATA[1031 Exchanges: Common Questions]]>

What's the hack that most rich people use? 1031 exchanges is on the list! A 1031 exchange done right is one of the most powerful wealth-building tools available to real estate investors. Most people underutilize it because they don't understand it. Listen to this week's episode to better understand what a 1031 is and common myths that could be


The last 10 years @mike has worked in acquisitions and investment for MF RE, where has been apart of teams that have underwritten, sourced and managed over $1B in RE and most recently was educating the masses on 1031's during his time with a qualified intermediary company.


We discuss:

  1. What to look out for in 1031’s
  2. Common Misconceptions 
  3. The best questions to ask your QI
  4. What fees and additional costs should investors expect when facilitating a 1031 exchange, and how can they minimize them
  5. How the holding structure affects the exchange process, and what flexibility exists for complex scenarios
  6. Longevity of 1031’s
  7. How investors can align a 1031 exchange with their long-term goals

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.


]]>c3046290-7c70-4e4f-88bf-3c329118e61dTue, 30 Jun 2026 05:00:00 GMT<blockquote><blockquote><p>What's the hack that most rich people use? 1031 exchanges is on the list! A 1031 exchange done right is one of the most powerful wealth-building tools available to real estate investors. Most people underutilize it because they don't understand it. Listen to this week's episode to better understand what a 1031 is and common myths that could be</p><p><b><br /></b>The last 10 years @mike has worked in acquisitions and investment for MF RE, where has been apart of teams that have underwritten, sourced and managed over $1B in RE and most recently was educating the masses on 1031's during his time with a qualified intermediary company.</p><p><br />We discuss:</p><p></p><ol><li>What to look out for in 1031’s</li><li>Common Misconceptions </li><li>The best questions to ask your QI</li><li>What fees and additional costs should investors expect when facilitating a 1031 exchange, and how can they minimize them</li><li>How the holding structure affects the exchange process, and what flexibility exists for complex scenarios</li><li>Longevity of 1031’s</li><li>How investors can align a 1031 exchange with their long-term goals</li></ol></blockquote><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p></blockquote><p><br /></p>no00:36:232121031 Exchanges: Common Questionsfull<![CDATA[Reduce Stress & Build Wealth]]>Have you ever heard of the silent killer?

 

Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.

 

This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. We discuss:

 

  • Mindfulness V Meditation
  • Easy tips for anyone to use
  • Some people that already use these techniques
  • How to avoid discouragement 
  • Breathing techniques done anywhere 
  • Common misconceptions 
  • Where to begin 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>a536101f-4a0e-4958-a98f-2add4089ab64Wed, 03 Jun 2026 13:51:53 GMT<p>Have you ever heard of the silent killer?</p><p> </p><p>Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.</p><p> </p><p>This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. We discuss:</p><p> </p><ul><li>Mindfulness V Meditation</li><li>Easy tips for anyone to use</li><li>Some people that already use these techniques</li><li>How to avoid discouragement </li><li>Breathing techniques done anywhere </li><li>Common misconceptions </li><li>Where to begin </li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:35:1729Reduce Stress & Build Wealthfull<![CDATA[Protect Your Real Estate & Loved Ones | Application]]>
The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode lance welch and I dive deep into this topic, as well as many other legacy planning misconceptions. 

Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  Lance was a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, the legacy navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss:

  1. Legacy Plan Versus Will 
  2. Define Legacy Plan  
  3. Steps to take for legacy planning 
  4. Common themes across successful families 
  5. Silver sword v gold sword 
  6. What’s causing divorce rates & how to help it 
  7. Top sales tips 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>be8461a2-6884-49de-930c-f9022850c350Tue, 16 Jun 2026 05:00:00 GMT<p><br />The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode lance welch and I dive deep into this topic, as well as many other legacy planning misconceptions. <b><br /></b></p><p>Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  Lance was a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, the legacy navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss:</p><ol><li>Legacy Plan Versus Will </li><li>Define Legacy Plan  </li><li>Steps to take for legacy planning </li><li>Common themes across successful families </li><li>Silver sword v gold sword </li><li>What’s causing divorce rates &amp; how to help it </li><li>Top sales tips </li></ol><p></p><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:05:35Protect Your Real Estate & Loved Ones | Applicationfull<![CDATA[Protect Your Real Estate & Loved Ones]]>The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions. 

Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss.

We also discuss:

  1. Legacy Plan Versus Will 
  2. Define Legacy Plan  
  3. Steps to take for legacy planning 
  4. Common themes across successful families 
  5. Silver sword v gold sword 
  6. What’s causing divorce rates & how to help it 
  7. Top sales tips 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>7cc0e7e7-036e-45a9-aff4-22c13f60360eTue, 02 Jun 2026 05:00:00 GMT<p>The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions. </p><p></p><p>Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. </p><p></p><p>We also discuss:</p><ol><li>Legacy Plan Versus Will </li><li>Define Legacy Plan  </li><li>Steps to take for legacy planning </li><li>Common themes across successful families </li><li>Silver sword v gold sword </li><li>What’s causing divorce rates &amp; how to help it </li><li>Top sales tips </li></ol><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:41:57211Protect Your Real Estate & Loved Onesfull<![CDATA[Reduce Stress & Build Wealth | Application]]>Have you ever heard of the silent killer?

 

Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.

 

This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. 

Listen to how I apply some of the practical tips in the main episode with Molly.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>3b057710-3ae2-46c3-a25e-3ab5523a5ed7Tue, 19 May 2026 05:00:00 GMT<p>Have you ever heard of the silent killer?</p><p> </p><p>Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.</p><p> </p><p>This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. </p><p></p><p>Listen to how I apply some of the practical tips in the main episode with Molly.</p><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:06:19210Reduce Stress & Build Wealth | Applicationfull<![CDATA[Equity Compensation & Smart Tax Planning | Application ]]>Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

  • Define RSUs, ISOs, NSOs
  • Easy tips tech employees can use to reduce their tax bill
  • When to exercise stock options?
  • Which share tranches should I prioritize
  • How real estate affects tax planning
  • Suggested withholdings or estimated tax payments
  • The best balance in terms of salary and stock compensation
  • Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>7e7239ef-1592-457c-8ead-f120fa296b5cTue, 21 Apr 2026 05:00:00 GMT<p>Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.</p><p></p><p>In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.</p><ul><li>Define RSUs, ISOs, NSOs</li><li>Easy tips tech employees can use to reduce their tax bill</li><li>When to exercise stock options?</li><li>Which share tranches should I prioritize</li><li>How real estate affects tax planning</li><li>Suggested withholdings or estimated tax payments</li><li>The best balance in terms of salary and stock compensation</li><li>Alternative Minimum tax and how to avoid it</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:05:2528Equity Compensation & Smart Tax Planning | Application full<![CDATA[Equity Compensation & Smart Tax Planning]]>Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

  • Define RSUs, ISOs, NSOs
  • Easy tips tech employees can use to reduce their tax bill
  • When to exercise stock options?
  • Which share tranches should I prioritize
  • How real estate affects tax planning
  • Suggested withholdings or estimated tax payments
  • The best balance in terms of salary and stock compensation
  • Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>bd4c2318-b9d3-4acd-8a34-bad9078d641cTue, 07 Apr 2026 05:00:00 GMT<p>Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.</p><p></p><p>In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.</p><ul><li>Define RSUs, ISOs, NSOs</li><li>Easy tips tech employees can use to reduce their tax bill</li><li>When to exercise stock options?</li><li>Which share tranches should I prioritize</li><li>How real estate affects tax planning</li><li>Suggested withholdings or estimated tax payments</li><li>The best balance in terms of salary and stock compensation</li><li>Alternative Minimum tax and how to avoid it</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:44:2127Equity Compensation & Smart Tax Planningfull<![CDATA[The Lesser Known Skill to Keep Wealth | Application]]>The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth.

Takeaways

  • Importance of saving to invest
  • Self-awareness and emotional intelligence
  • Effective communication
  • Delivering tough feedback
  • Actions over words
  • Habit stacking and accountability groups

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>b7c82140-9382-42fd-9076-708ca9285abeTue, 24 Mar 2026 05:00:00 GMT<p>The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth.</p><p></p><p>Takeaways</p><ul><li>Importance of saving to invest</li><li>Self-awareness and emotional intelligence</li><li>Effective communication</li><li>Delivering tough feedback</li><li>Actions over words</li><li>Habit stacking and accountability groups</li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:08:2826The Lesser Known Skill to Keep Wealth | Applicationfull<![CDATA[The lesser known skill to keep wealth]]>The conversation with Bill LaRosa delves into the importance of soft skills in leadership and their impact on career success and financial opportunities. Bill shares insights on listening, emotional intelligence, communication, executive presence, and execution, emphasizing the significance of accountability and the need for simplicity in goal-setting.

Takeaways

  • Soft skills are crucial for sustaining wealth and career growth.
  • Accountability, simplicity, and public recognition are key to successful execution.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>2e1b8e29-c44a-457c-9b16-05bde2a2b3edTue, 10 Mar 2026 05:00:00 GMT<p>The conversation with Bill LaRosa delves into the importance of soft skills in leadership and their impact on career success and financial opportunities. Bill shares insights on listening, emotional intelligence, communication, executive presence, and execution, emphasizing the significance of accountability and the need for simplicity in goal-setting.</p><p></p><p>Takeaways</p><ul><li>Soft skills are crucial for sustaining wealth and career growth.</li><li>Accountability, simplicity, and public recognition are key to successful execution.</li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:31:4725The lesser known skill to keep wealthfull<![CDATA[What Credit Card is best for you? | Application]]>Choosing the right credit card can be daunting, but with the right strategies, it can be rewarding. Understanding point transfers, redeeming points, and evaluating spending categories are key to maximizing credit card benefits. Considerations for card fees, travel benefits, and credit score impact are important in decision-making.

Takeaways

  • Point transfers maximize benefits
  • Evaluate spending categories for card selection

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>0b8a40c0-e218-4ddc-a45f-8c5e9eefe4b8Tue, 24 Feb 2026 06:00:00 GMT<p>Choosing the right credit card can be daunting, but with the right strategies, it can be rewarding. Understanding point transfers, redeeming points, and evaluating spending categories are key to maximizing credit card benefits. Considerations for card fees, travel benefits, and credit score impact are important in decision-making.</p><p></p><p>Takeaways</p><ul><li>Point transfers maximize benefits</li><li>Evaluate spending categories for card selection</li></ul><p></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:07:08What Credit Card is best for you? | Applicationfull<![CDATA[Get the Financial Basics Down | Application]]>

Hear how I am applying what we learned in our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.

We dive into:

  1. Define the different investment options you have 
  2. Difference between value investing and growth investing
  3. What we’re NOT falling for 
  4. What's the best way to create a budget? 
  5. How to manage debt, build credit and save for large purchases
  6. Should Bad Bunny keep renting or does he own? 
  7. The best way to set financial goals
  8. Women investor inequality gap 
  9. The biggest mistake people make when it comes to their finances


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-18585729Wed, 28 Jan 2026 18:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Hear how I am applying what we learned in our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.</p><p>We dive into:</p><ol><li>Define the different investment options you have </li><li>Difference between value investing and growth investing</li><li>What we’re NOT falling for </li><li>What's the best way to create a budget? </li><li>How to manage debt, build credit and save for large purchases</li><li>Should Bad Bunny keep renting or does he own? </li><li>The best way to set financial goals</li><li>Women investor inequality gap </li><li>The biggest mistake people make when it comes to their finances</li></ol><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>yes00:08:4222Get the Financial Basics Down | Applicationfull<![CDATA[HDYK How to Time the Market and Macroeconomic Cycles | DD Curriculum]]>

Mike is an economist whose work focuses on short-term macroeconomic forecasting and calculating quarterly GDP figures for the U.S. economy from incoming monthly source-data. We cover: 


  • Understanding the role of economists
  • The Evolution of economic forecasting
  • Investment strategies: Market timing v long-term hold
  • Market behavior during market uncertainty
  • Monetary policy: mechanism & impact 
  • The risks of the national debt
  • The shift in economic stability
  • Understanding fiscal policy & their impact
  • Current macroeconomic trends & inflation
  • Investment strategies for individuals

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15986466Tue, 05 Nov 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Mike is an economist whose work focuses on short-term macroeconomic forecasting and calculating quarterly GDP figures for the U.S. economy from incoming monthly source-data. We cover: </p><p><br /></p><ul><li>Understanding the role of economists</li><li>The Evolution of economic forecasting</li><li>Investment strategies: Market timing v long-term hold</li><li>Market behavior during market uncertainty</li><li>Monetary policy: mechanism &amp; impact </li><li>The risks of the national debt</li><li>The shift in economic stability</li><li>Understanding fiscal policy &amp; their impact</li><li>Current macroeconomic trends &amp; inflation</li><li>Investment strategies for individuals</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:40:46112HDYK How to Time the Market and Macroeconomic Cycles | DD Curriculumfull<![CDATA[The Transition | Athlete Anecdotes]]>

Jelani is a five-year NFL veteran who now runs his own company, called Postseason, that helps athletes find fulfillment beyond sports. In a similar vein, he is a certified mental performance coach and passionate about helping people find their passions. 

We cover: 

  • Transitioning out of career and finding passion
  • Deciding to leave the NFL
  • Learning about money and investing
  • What Jelani would’ve done differently 
  • Challenges and lessons learned in starting a business
  • Listening to your gut and finding passion
  • Pillars for success 
  • Supporting loved ones in transition

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16436857Tue, 21 Jan 2025 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Jelani is a five-year NFL veteran who now runs his own company, called Postseason, that helps athletes find fulfillment beyond sports. In a similar vein, he is a certified mental performance coach and passionate about helping people find their passions. </p><p>We cover: </p><ul><li>Transitioning out of career and finding passion</li><li>Deciding to leave the NFL</li><li>Learning about money and investing</li><li>What Jelani would’ve done differently </li><li>Challenges and lessons learned in starting a business</li><li>Listening to your gut and finding passion</li><li>Pillars for success </li><li>Supporting loved ones in transition</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:36:31The Transition | Athlete Anecdotesfull<![CDATA[HDYK you are ready to invest | DD Curriculum]]>

In this week's episode, we tackle the mind!

Joe Moffett started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom. 

We dive into: 

🧠 Mindset and investing
🧠Why people struggle the most
🧠Developing a resilient mindset
🧠Aligning investment goals with personal values
🧠How successful people make decisions
🧠Recognizing and changing limiting beliefs
🧠How to use self-assessments
🧠The value of community 

Link is below if you want to take a listen or share ⬇️

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17016024Mon, 21 Apr 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>In this week's episode, we tackle the mind! <br /><br /><a href="https://www.linkedin.com/in/joe-moffett-657ba03a/" rel="noopener noreferrer nofollow"><b>Joe Moffett</b></a> started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom. <br /><br />We dive into: <br /><br />🧠 Mindset and investing<br />🧠Why people struggle the most<br />🧠Developing a resilient mindset<br />🧠Aligning investment goals with personal values<br />🧠How successful people make decisions<br />🧠Recognizing and changing limiting beliefs<br />🧠How to use self-assessments<br />🧠The value of community <br /><br />Link is below if you want to take a listen or share ⬇️</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:40:28130HDYK you are ready to invest | DD Curriculumfull<![CDATA[Why Your Personal Brand Matters | Athlete Anecdotes]]>

Athlete episode 🔔

This week I chatted with Amobi Okugo, who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships.

We discuss:

⚽ Transitioning from soccer to business
⚽ Financial literacy and investment strategies
⚽ Lessons learned
⚽ Providing value
⚽ Content strategy
⚽ How to leverage technology
⚽ Measuring success
⚽ Engaging for collaboration
⚽ Common mistakes

You can listen and/or share here:
https://lnkd.in/gBbeWK_G

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17119708Tue, 13 May 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Athlete episode 🔔 <br /><br />This week I chatted with <a href="https://www.linkedin.com/in/okugo/" rel="noopener noreferrer nofollow"><b>Amobi Okugo</b></a>, who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships. <br /><br />We discuss:<br /><br /> ⚽ Transitioning from soccer to business <br /> ⚽ Financial literacy and investment strategies <br /> ⚽ Lessons learned <br /> ⚽ Providing value <br /> ⚽ Content strategy <br /> ⚽ How to leverage technology<br /> ⚽ Measuring success <br /> ⚽ Engaging for collaboration <br /> ⚽ Common mistakes <br /><br />You can listen and/or share here: <br /><a href="https://lnkd.in/gBbeWK_G" rel="noopener noreferrer nofollow"><b>https://lnkd.in/gBbeWK_G</b></a></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:35:21132Why Your Personal Brand Matters | Athlete Anecdotesfull<![CDATA[HDYK How to Vet an Investment Opportunity | DD Curriculum]]>

Gabriel Petty is a retired physician who now is fully sustained by his passive income. He now helps others achieve the same through his investment group Intentional Capitalist. We discuss the overall due-diligence process when vetting deals spanning from evaluating sponsors to optimizing investment strategies during different real estate cycles. 

Reach him at: 
website: https://intentionalcapitalist.com/
email: gabriel@intentionalcapitalist.com

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15573248Mon, 12 Aug 2024 23:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Gabriel Petty is a retired physician who now is fully sustained by his passive income. He now helps others achieve the same through his investment group Intentional Capitalist. We discuss the overall due-diligence process when vetting deals spanning from evaluating sponsors to optimizing investment strategies during different real estate cycles. <br /><br />Reach him at: <br />website: https://intentionalcapitalist.com/<br />email: gabriel@intentionalcapitalist.com</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:34:4511HDYK How to Vet an Investment Opportunity | DD Curriculumfull<![CDATA[HDYK what to look out for in the legal docs | DD Curriculum]]>

How Do You Know what to look out for in the legal documents? 🖊️
 
Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖 
 
We uncover: 
 
💼What a PPM and Operating Agreement are
💼Understanding the risks and red flags
💼Investor Rights, Voting and Manager removal
💼Fees and waterfall structures 
💼Fund expenses and Legal Liability 
💼Legal troubles for Fund Managers and Syndicators 
💼Importance of reading the PPM
💼Building Trust and Transparency
💼Demystifying Different Legal Structures
💼The Sponsor’s obligation 
 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16823796Tue, 25 Mar 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>How Do You Know what to look out for in the legal documents? 🖊️ <br /> <br />Listen to my interview with <a href="https://www.linkedin.com/in/robert-cherry-6b8bb164/" rel="noopener noreferrer nofollow">Robert Cherry</a> to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖 <br /> <br />We uncover: <br /> <br />💼What a PPM and Operating Agreement are<br />💼Understanding the risks and red flags<br />💼Investor Rights, Voting and Manager removal<br />💼Fees and waterfall structures <br />💼Fund expenses and Legal Liability <br />💼Legal troubles for Fund Managers and Syndicators <br />💼Importance of reading the PPM<br />💼Building Trust and Transparency<br />💼Demystifying Different Legal Structures<br />💼The Sponsor’s obligation <br /> <br /><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:39:17127HDYK what to look out for in the legal docs | DD Curriculumfull<![CDATA[The Long Game with John Pugh | Athlete Anecdotes]]>

John Pugh is an ex pro basketball player who now has his own company where he invests in businesses and real estate: 

  • Transitioning to your own business
  • What’s needed beyond mindset
  • Discipline and Focus 
  • Finding High Quality
  • First Exposure to Finance
  • Finding your passion
  • Learning about Money
  • Can your network replace a mentor? 
  • Allocating investments
  • Deal Structuring 

Reach him at:
LinkedIn: linkedin.com/in/johntpugh
Website: johntpugh.com (Personal)
Website: pughmgmt.com (Company)
Email: john@pughmgmt.com

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15573696Tue, 13 Aug 2024 00:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>John Pugh is an ex pro basketball player who now has his own company where he invests in businesses and real estate: </p><ul><li>Transitioning to your own business</li><li>What’s needed beyond mindset</li><li>Discipline and Focus </li><li>Finding High Quality</li><li>First Exposure to Finance</li><li>Finding your passion</li><li>Learning about Money</li><li>Can your network replace a mentor? </li><li>Allocating investments</li><li>Deal Structuring </li></ul><p><b>Reach him at:</b> <br />LinkedIn: <a href="https://www.linkedin.com/in/johntpugh" rel="noopener noreferrer nofollow">linkedin.com/in/johntpugh</a><br />Website: <a href="https://johntpugh.com/" rel="noopener noreferrer nofollow">johntpugh.com </a>(Personal)<br />Website: <a href="https://pughmgmt.com/" rel="noopener noreferrer nofollow">pughmgmt.com </a>(Company)<br />Email: <a href="mailto:john@pughmgmt.com" rel="noopener noreferrer nofollow">john@pughmgmt.com</a></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:48:3014The Long Game with John Pugh | Athlete Anecdotesfull<![CDATA[HDYK How to Underwrite an Investment (part 1) | DD Curriculum]]>

Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies.  He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.

In Part 1 of this 2 part series we discuss: 

  • Key definitions and terms
  • Evaluating Sponsors
  • Evaluating the proforma
  • Considerations for tax, insurance, rent and occupancy 

Reach him at: 

  • Email: hbox@boxwilson.com

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15573660Tue, 13 Aug 2024 00:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies.  He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.<br /><br /><b>In Part 1 of this 2 part series we discuss: </b></p><ul><li>Key definitions and terms</li><li>Evaluating Sponsors</li><li>Evaluating the proforma</li><li>Considerations for tax, insurance, rent and occupancy </li></ul><p>Reach him at: </p><ul><li>Email: hbox@boxwilson.com</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:33:4413HDYK How to Underwrite an Investment (part 1) | DD Curriculumfull<![CDATA[What credit card is best for you?]]>

What credit card is best for you? 

Matthew Kepnes is the legendary author of the Nomadic Matt travel blog who has also written bestsellers like How to Travel the World on $75 a Day. 

This episode dives deep into his insider hacks for stacking credit card points to fund epic adventures & outsmarting airline fees without breaking the bank. We chat about:

💳 Which portal has the best bang for you buck in terms of conversion and options

💳 Good questions for people to ask themselves when choosing a card

💳 The best card to consider for people for different categories

💳 Why you should use multiple credit cards

💳 Best way to calculate whether or not the annual fee on a card is worth it

💳 Common questions answered

💳 Best way to redeem points for maximum value 

💳 How to avoid common mistakes

💳 Underrated credit card hacks

💳 How to sign up without hurting your credit

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-18638699Tue, 10 Feb 2026 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>What credit card is best for you? </p><p><a href="https://www.linkedin.com/feed/#" rel="noopener noreferrer nofollow"><b>Matthew Kepnes</b></a> is the legendary author of the Nomadic Matt travel blog who has also written bestsellers like How to Travel the World on $75 a Day. </p><p>This episode dives deep into his insider hacks for stacking credit card points to fund epic adventures &amp; outsmarting airline fees without breaking the bank. We chat about:</p><p>💳 Which portal has the best bang for you buck in terms of conversion and options</p><p>💳 Good questions for people to ask themselves when choosing a card</p><p>💳 The best card to consider for people for different categories</p><p>💳 Why you should use multiple credit cards</p><p>💳 Best way to calculate whether or not the annual fee on a card is worth it</p><p>💳 Common questions answered</p><p>💳 Best way to redeem points for maximum value </p><p>💳 How to avoid common mistakes</p><p>💳 Underrated credit card hacks</p><p>💳 How to sign up without hurting your credit</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:25:06What credit card is best for you?full<![CDATA[How to Set Yourself Up for Success | Athlete Anecdotes]]>

Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 & 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about:

  • Transitioning from sport to business
  • Learning about money and investing
  • How she landed help and big lessons learned
  • Her preferred investment strategies 
  • Understanding fundamentals 
  • What she looks for in an investment 


LinkedIn: https://www.linkedin.com/in/ashleighjshim/

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16932504Tue, 15 Apr 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 &amp; 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about:</p><ul><li>Transitioning from sport to business</li><li>Learning about money and investing</li><li>How she landed help and big lessons learned</li><li>Her preferred investment strategies </li><li>Understanding fundamentals </li><li>What she looks for in an investment </li></ul><p><br />LinkedIn: <a href="https://www.linkedin.com/in/ashleighjshim/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/ashleighjshim/</a></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:33:37129How to Set Yourself Up for Success | Athlete Anecdotesfull<![CDATA[HDYK How to Maximize Conferences | DD Curriculum]]>

How do you feel about conferences?

✔️ Picking the right one
✔️ Knowing what sessions to attend
✔️ Finding unique ways to stand out and follow up
✔️ How to make the most of it

In this week's podcast episode, Neil Greene and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏

Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!

https://lnkd.in/gUiMqsVN

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17439609Tue, 08 Jul 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>How do you feel about conferences? <br /><br />✔️ Picking the right one <br />✔️ Knowing what sessions to attend <br />✔️ Finding unique ways to stand out and follow up <br />✔️ How to make the most of it <br /><br />In this week's podcast episode, <a href="https://www.linkedin.com/in/neil-greene-2003571/" rel="noopener noreferrer nofollow"><b>Neil Greene</b></a> and I go into depth about these topics, and many others, so that you can actually leave a conference knowing it was time well spent 👏 <br /><br />Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!<br /><br /><a href="https://lnkd.in/gUiMqsVN" rel="noopener noreferrer nofollow"><b>https://lnkd.in/gUiMqsVN</b></a></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:37:36136HDYK How to Maximize Conferences | DD Curriculumfull<![CDATA[Journey to investment success | Athlete Anecdotes]]>

Most people want success, but aren't willing to do what it takes to actually get there.....

In this week’s podcast episode, former NFL athlete Mark Parson describes his journey with investing 🏈

We touch on:
➡️ The importance of patience & exploration
➡️ Why embracing uncertainty is a necessary evil
➡️ How to view failures
➡️Investing with Purpose
➡️Building a successful company
➡️Understanding your investment profile

Take a listen here for the full episode 👂https://lnkd.in/gUiMqsVN

I love helping investors feel more confident in their decisions. Find my headline so that you can: 

👂 Listen to my past conversations 
💡 Learn from industry experts
💪 Gain confidence in your ability to reach financial freedom

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17281701Tue, 10 Jun 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Most people want success, but aren't willing to do what it takes to actually get there..... <br /><br />In this week’s podcast episode, former NFL athlete <a href="https://www.linkedin.com/in/mark-parson-3995a35b/" rel="noopener noreferrer nofollow"><b>Mark Parson</b></a> describes his journey with investing 🏈 <br /><br />We touch on:<br /> ➡️ The importance of patience &amp; exploration<br /> ➡️ Why embracing uncertainty is a necessary evil <br /> ➡️ How to view failures <br /> ➡️Investing with Purpose<br /> ➡️Building a successful company <br /> ➡️Understanding your investment profile <br /><br />Take a listen here for the full episode 👂<a href="https://lnkd.in/gUiMqsVN" rel="noopener noreferrer nofollow"><b>https://lnkd.in/gUiMqsVN</b></a><br /><br />I love helping investors feel more confident in their decisions. Find my headline so that you can: <br /><br />👂 Listen to my past conversations <br />💡 Learn from industry experts<br />💪 Gain confidence in your ability to reach financial freedom</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:46:50134Journey to investment success | Athlete Anecdotesfull<![CDATA[HDYK how to file your taxes? | DD Curriculum]]>

This week's podcast episode is all things taxes and accounting! 

 Greg O'Brien, CPA and John Malone are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.

We discuss: 

⚖️Common tax mistakes

⚖️Tax strategies to take advantage of

⚖️Do I need a tax strategist?

⚖️Differences in your tax documents

⚖️Deep Dive into K1’s

⚖️Role of 1099’s

⚖️Is it normal for my K1 to be late?

⚖️Federal V State K1

Contact them here: 

Website: Anomalycpa.com

Youtube: https://www.youtube.com/@anomaly_cpa, 

LinkedIn: https://www.linkedin.com/company/anomalycpa/

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16483319Tue, 28 Jan 2025 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>This week's podcast episode is all things taxes and accounting! </p><p> <a href="https://www.linkedin.com/feed/#" rel="noopener noreferrer nofollow"><b>Greg O'Brien, CPA</b></a> and <a href="https://www.linkedin.com/feed/#" rel="noopener noreferrer nofollow"><b>John Malone</b></a> are co-ceos of Anomaly CPA and are 2x 40 Under 40 winner and 2024 Forbes Top 200 CPA. Anomaly itself is a leading 100% virtual tax strategy and cloud accounting company specializing in digital business owners and real estate investors throughout the US.<br /><br />We discuss: </p><p>⚖️Common tax mistakes</p><p>⚖️Tax strategies to take advantage of</p><p>⚖️Do I need a tax strategist?</p><p>⚖️Differences in your tax documents</p><p>⚖️Deep Dive into K1’s</p><p>⚖️Role of 1099’s</p><p>⚖️Is it normal for my K1 to be late?</p><p>⚖️Federal V State K1</p><p>Contact them here: </p><p>Website: Anomalycpa.com</p><p>Youtube: https://www.youtube.com/@anomaly_cpa, </p><p>LinkedIn: https://www.linkedin.com/company/anomalycpa/</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:43:46121HDYK how to file your taxes? | DD Curriculumfull<![CDATA[Business Tips | Athlete Anecdotes]]>

Brooklyn Holton is a three-time Team USA bobsled medalist, a professional women's footballer, a "30 under 35" award recipient in 2020 and now has her own business helping entrepreneurs. 

She discusses how she went from professional athlete to business entrepreneur and tons of tips and tricks for wealth building. Topics discussed include: 

  • Transition out of athletics
  • The importance of financial literacy and tax strategy
  • Who should consider Entrepreneurship
  • The value of a structured business plan
  • Common challenges businesses face
  • The importance of systems

You can find her at: https://www.firmfoundationscc.com/


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16127179Tue, 19 Nov 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Brooklyn Holton is a three-time Team USA bobsled medalist, a professional women's footballer, a "30 under 35" award recipient in 2020 and now has her own business helping entrepreneurs. <br /><br />She discusses how she went from professional athlete to business entrepreneur and tons of tips and tricks for wealth building. Topics discussed include: </p><ul><li>Transition out of athletics</li><li>The importance of financial literacy and tax strategy</li><li>Who should consider Entrepreneurship</li><li>The value of a structured business plan</li><li>Common challenges businesses face</li><li>The importance of systems</li></ul><p>You can find her at: https://www.firmfoundationscc.com/</p><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:58:59114Business Tips | Athlete Anecdotesfull<![CDATA[HDYK How to Create Passive Income & Financial Freedom | DD Curriculum]]>

Whitney is the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties. 

She hit a home run on her first deal and then nearly lost it all on her second deal. Yet, she climbed her way back up and now helps others create passive income and financial freedom for multiple generations. 

We discuss: 

  • Understanding the capital stack
  • Navigating investor fears 
  • Do market cycles matter? 
  • The importance of debt in investments 
  • Lessons learned from rock bottom and bad investments
  • Class A versus B versus C investments
  • Top investment advice for her clients
  • Self-leadership and time management 
  • Wealth protection and transfer
  • Investing concepts to master
  • Investment trends for future generations
  • Value-based spending vs budgeting 

Reach her at passiveinvestingwithwhitney.com



DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16210423Tue, 03 Dec 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Whitney is the founder of Ash Wealth Consulting and Director of Investor Education at PassiveInvesting.com. She hosts the Passive Investing Made Simple podcast and is a partner in $800M+ of real estate assets—including 6,500+ residential units, 2,200+ self-storage units, and more than $5M in fix-and-flipped properties. </p><p>She hit a home run on her first deal and then nearly lost it all on her second deal. Yet, she climbed her way back up and now helps others create passive income and financial freedom for multiple generations. </p><p>We discuss: </p><ul><li>Understanding the capital stack</li><li>Navigating investor fears </li><li>Do market cycles matter? </li><li>The importance of debt in investments </li><li>Lessons learned from rock bottom and bad investments</li><li>Class A versus B versus C investments</li><li>Top investment advice for her clients</li><li>Self-leadership and time management </li><li>Wealth protection and transfer</li><li>Investing concepts to master</li><li>Investment trends for future generations</li><li>Value-based spending vs budgeting </li></ul><p>Reach her at passiveinvestingwithwhitney.com</p><p><br /><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:53:36115HDYK How to Create Passive Income & Financial Freedom | DD Curriculumfull<![CDATA[HDYK your money is safe? | DD Curriculum]]>

Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments: 


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16317702Thu, 02 Jan 2025 15:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Matt Weigand discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments: </p><ul><li>Role of Fund Administration</li><li>The challenges and benefits of outsourcing fund admin </li><li>ENsuring Data security</li><li>Impact of AI </li><li>Regulatory landscape</li><li><a href="https://www.linkedin.com/in/weigandmatthew/" rel="noopener noreferrer nofollow">https://www.linkedin.com/in/weigandmatthew/</a></li></ul><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:40:06118HDYK your money is safe? | DD Curriculumfull<![CDATA[The Blueprint To Successful Investing | Athlete Anecdotes]]>

On this episode Logan Freeman shares his winding journey from the NFL to franchises, sales and eventually real estate. 

He has earned a title as top voice on LinkedIn and now runs a commercial real estate company in Kansas City. We also dive into: 

  • Mental resilience
  • The power of discipline
  • How to narrow down your future plans
  • Where to start with financial literacy 
  • Avoiding costly mistakes 

Website: https://ftwinvestmentsllc.com/logan-freeman/


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15803831Tue, 24 Sep 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>On this episode Logan Freeman shares his winding journey from the NFL to franchises, sales and eventually real estate. <br /><br />He has earned a title as top voice on LinkedIn and now runs a commercial real estate company in Kansas City. We also dive into: </p><ul><li>Mental resilience</li><li>The power of discipline</li><li>How to narrow down your future plans</li><li>Where to start with financial literacy </li><li>Avoiding costly mistakes </li></ul><p>Website: https://ftwinvestmentsllc.com/logan-freeman/</p><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:49:5817The Blueprint To Successful Investing | Athlete Anecdotesfull<![CDATA[HDYK Who to Partner With | DD Curriculum]]>

On this episode Chris Larsen shares his insights on the investment due-diligence process, in particular with regard to vetting the sponsor. 

After 18 years in the medical device industry, Chris dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. He has experience in development, private-lending, distressed debt as well as commercial office, and syndications including assets across: multifamily, self-storage, hotels, mobile home parks, car washes and senior housing. Since 2016 he has been actively involved in over $1.5B of real estate acquisitions.

Chris holds a B.S. in Biomechanical Engineering from Virginia Tech and a M.B.A. in Finance from the Pamplin School of Business. In addition to real estate, Chris was an All-American cyclist while in college and has held multiple state championships, podiums in national championships as well as top-10 in world championships during his cycling career. Chris lives with his wife, two boys (and Vizsla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer

We touch on: 

  • Why vetting the sponsor is the most important aspect of due-diligence
  • The importance of references
  • Character, communication & attention to detail
  • Seeking legal advice

Website: https://nextlevelincome.com/


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15823553Tue, 22 Oct 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>On this episode Chris Larsen shares his insights on the investment due-diligence process, in particular with regard to vetting the sponsor. <br /><br />After 18 years in the medical device industry, Chris dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been investing in and managing real estate for over 20 years. He has experience in development, private-lending, distressed debt as well as commercial office, and syndications including assets across: multifamily, self-storage, hotels, mobile home parks, car washes and senior housing. Since 2016 he has been actively involved in over $1.5B of real estate acquisitions.<br /><br />Chris holds a B.S. in Biomechanical Engineering from Virginia Tech and a M.B.A. in Finance from the Pamplin School of Business. In addition to real estate, Chris was an All-American cyclist while in college and has held multiple state championships, podiums in national championships as well as top-10 in world championships during his cycling career. Chris lives with his wife, two boys (and Vizsla, Lucy!) in Asheville, NC where he loves spending time with them in the outdoors and enjoying the food and culture that the region has to offer<br /><br />We touch on: </p><ul><li>Why vetting the sponsor is the most important aspect of due-diligence</li><li>The importance of references</li><li>Character, communication &amp; attention to detail</li><li>Seeking legal advice</li></ul><p>Website: https://nextlevelincome.com/</p><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:43:05111HDYK Who to Partner With | DD Curriculumfull<![CDATA[Applying the Athlete Mindset with Christie Jenkins | Athlete Anecdotes]]>

Christie Jenkins has been ranked #1 in Australia and top 10 in the world in 3 different sports - Trampolining, CrossFit and Beach Volleyball. She's a Partner at Athletic Ventures, a syndicate of 250 Australian athletes. And a former investor at Blackbird Ventures, the largest VC fund in Australia. She's a Co-founder and the CIO at FC32, buying women's and men's soccer teams around the world. She's an international speaker and writer on applying the athlete mindset to startups and leadership.

We talk about: 

  • Venture Capital and Startups
  • Her Portfolio allocation
  • Lessons learned from portfolio
  • How to use mentors and coaches
  • Why Name, Image and Likeness matters today
  • Mindset of a business 
  • When to know to call it quits
  • How to let go of your identity
  • Emotional Voids

Reach her at: 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15573612Thu, 15 Aug 2024 19:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Christie Jenkins has been ranked #1 in Australia and top 10 in the world in 3 different sports - Trampolining, CrossFit and Beach Volleyball. She's a Partner at Athletic Ventures, a syndicate of 250 Australian athletes. And a former investor at Blackbird Ventures, the largest VC fund in Australia. She's a Co-founder and the CIO at FC32, buying women's and men's soccer teams around the world. She's an international speaker and writer on applying the athlete mindset to startups and leadership.</p><p><b>We talk about: </b></p><ul><li>Venture Capital and Startups</li><li>Her Portfolio allocation</li><li>Lessons learned from portfolio</li><li>How to use mentors and coaches</li><li>Why Name, Image and Likeness matters today</li><li>Mindset of a business </li><li>When to know to call it quits</li><li>How to let go of your identity</li><li>Emotional Voids</li></ul><p><b>Reach her at: </b></p><ul><li>LinkedIn: <a href="https://www.linkedin.com/in/christiejenkins" rel="noopener noreferrer nofollow">linkedin.com/in/christiejenkins</a></li><li>Website: <a href="http://www.christiejenkins.com.au/" rel="noopener noreferrer nofollow">christiejenkins.com.au/ </a></li><li>Substack: <a href="https://christiejenkins.substack.com/" rel="noopener noreferrer nofollow">christiejenkins.substack.com/ </a></li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:41:2712Applying the Athlete Mindset with Christie Jenkins | Athlete Anecdotesfull<![CDATA[HDYK whether a financial plan can add value | Q&A Series]]>

We dive deeper into the episode with Vince DeCrow, who discusses why it's essential to plan financially for life during after your death.

Learn more about preserving your wealth & Micro Family Offices: wealthops.io

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17228300Tue, 27 May 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the episode with Vince DeCrow, who discusses why it's essential to plan financially for life during after your death.</p><p>Learn more about preserving your wealth &amp; Micro Family Offices: wealthops.io</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:24:18133HDYK whether a financial plan can add value | Q&A Seriesfull<![CDATA[HDYK How to Underwrite an Investment (part 2) | DD Curriculum]]>

Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies.  He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.

In Part 1 of this 2 part series we discuss: 

  • Key definitions and terms
  • Evaluating Sponsors
  • Evaluating the proforma
  • Considerations for tax, insurance, rent and occupancy 

In Part 2 of this series we cover: 

  • How to consider comparable properties 
  • Comparing the profit and loss statement 
  • Understanding the true cash flow 
  • Why the financing structure is most important 
  • Typical fee structures 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15832853Tue, 01 Oct 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Hans Box started his career at PWC in tax and strategy consulting for Fortune 500 companies.  He transitioned to real estate investing and has been directly involved in the acquisition, investment, and management of over $350MM in multifamily and self-storage assets, asset managed ~3,700 multifamily units and has been the GP in ~4,300 multifamily units and ~2,700 units of self-storage. On top of that, he is an active LP investor, having invested in 60+ different LP opportunities, spanning all asset classes.</p><p>In Part 1 of this 2 part series we discuss: </p><ul><li>Key definitions and terms</li><li>Evaluating Sponsors</li><li>Evaluating the proforma</li><li>Considerations for tax, insurance, rent and occupancy </li></ul><p>In Part 2 of this series we cover: </p><ul><li>How to consider comparable properties </li><li>Comparing the profit and loss statement </li><li>Understanding the true cash flow </li><li>Why the financing structure is most important </li><li>Typical fee structures </li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:40:19110HDYK How to Underwrite an Investment (part 2) | DD Curriculumfull<![CDATA[How to Underwrite an Investment | Q&A Series]]>

Join us as we dive deeper into concepts that were misunderstood in the "How to Underwrite an Investment Opportunity" episode (Part 1), with Hans Box. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15764159Tue, 17 Sep 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Join us as we dive deeper into concepts that were misunderstood in the "How to Underwrite an Investment Opportunity" episode (Part 1), with Hans Box. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:15:3516How to Underwrite an Investment | Q&A Seriesfull<![CDATA[HDYK How to Time the Market and Macroeconomic Cycles | Q&A Series]]>

We dive deeper into the "How to Time the Market and Macroeconomic Cycles" episode, with Mike Englund, to answer more detailed questions about the economy and taking into account market timing when making investment decisions. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16077904Tue, 12 Nov 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the "How to Time the Market and Macroeconomic Cycles" episode, with Mike Englund, to answer more detailed questions about the economy and taking into account market timing when making investment decisions. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:16:47113HDYK How to Time the Market and Macroeconomic Cycles | Q&A Seriesfull<![CDATA[HDYK whether a financial plan can add value]]>

How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this! 

Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss:


Understanding Financial Planning

The Importance of having a financial plan 

Components of a comprehensive financial plan 

Emergency funds and cash flow management 

Tax planning essentials

Estate planning

Common financial mistakes to avoid 

Key Financial advice for success

Investment strategies for the future 

Disclosures: 

Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.


DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17155098Tue, 20 May 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this! <br /><br />Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss:<br /><br /><br />Understanding Financial Planning<br /><br />The Importance of having a financial plan <br /><br />Components of a comprehensive financial plan <br /><br />Emergency funds and cash flow management <br /><br />Tax planning essentials<br /><br />Estate planning<br /><br />Common financial mistakes to avoid <br /><br />Key Financial advice for success<br /><br />Investment strategies for the future <br /><br />Disclosures: <br /><br />Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.<br /><br /><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:28:59HDYK whether a financial plan can add valuefull<![CDATA[HDYK how to gain investment knowledge | Athlete Anecdotes]]>

Luca is an ex professional soccer player and now founder and CEO of her business, DivineTime. Divine looks to enhance visibility and opportunities for women in sports. 

We talk about: 

  • Her journey from soccer to entrepreneurship
  • Building a brandWhat education folks are craving
  • Importance of Financial Literacy
  • Investing insights and lessons learned
  • What to seek out for investment success
  • Investing lessons learned


Email: info@divinetimeagency.com
Instagram: divinetimeagency

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16619547Wed, 19 Feb 2025 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Luca is an ex professional soccer player and now founder and CEO of her business, DivineTime. Divine looks to enhance visibility and opportunities for women in sports. <br /><br />We talk about: </p><ul><li>Her journey from soccer to entrepreneurship</li><li>Building a brandWhat education folks are craving</li><li>Importance of Financial Literacy</li><li>Investing insights and lessons learned</li><li>What to seek out for investment success</li><li>Investing lessons learned</li></ul><p><br />Email: info@divinetimeagency.com<br />Instagram: divinetimeagency</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:30:04123HDYK how to gain investment knowledge | Athlete Anecdotesfull<![CDATA[HDYK you are ready to invest | Q&A Series]]>

We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17048287Tue, 29 Apr 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:18:29131HDYK you are ready to invest | Q&A Seriesfull<![CDATA[HDYK How to Pick the Right Investor Community | DD Curriculum]]>

One of my best lessons from COVID is the power of community 👯 

We are social beings and having real, human interactions is essential for a fruitful life 😀 

Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇 

I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better at whatever it is you want to accomplish ♾️ 

There’s a trick to choosing the community, however, that lies in intentionality. Listen to Sam Silverman in this week’s podcast to learn more about how you can ensure that you’re spending money in the right ways. 

We also discuss:

 ➡️ Finding the right community
 ➡️Evaluating community fit
 ➡️Maximizing networking opportunities
 ➡️Common mistakes in joining community
 ➡️Lessons from LP experiences
 ➡️Investment insights and strategies

Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!

https://lnkd.in/gUiMqsVN

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17313985Tue, 17 Jun 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>One of my best lessons from COVID is the power of community 👯 <br /><br />We are social beings and having real, human interactions is essential for a fruitful life 😀 <br /><br />Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇 <br /><br />I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better at whatever it is you want to accomplish ♾️ <br /><br />There’s a trick to choosing the community, however, that lies in intentionality. Listen to Sam Silverman in this week’s podcast to learn more about how you can ensure that you’re spending money in the right ways. <br /><br />We also discuss:<br /><br /> ➡️ Finding the right community<br /> ➡️Evaluating community fit<br /> ➡️Maximizing networking opportunities<br /> ➡️Common mistakes in joining community<br /> ➡️Lessons from LP experiences<br /> ➡️Investment insights and strategies<br /><br />Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!<br /><br />https://lnkd.in/gUiMqsVN</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:29:18135HDYK How to Pick the Right Investor Community | DD Curriculumfull<![CDATA[First Steps to Retire Confidently | Athlete Anecdotes]]>

After a collegiate career at Stanford, Griff Whalen spent 7 years in the NFL where he played for teams spanning from the Patriots to the Raiders. Now, he owns his own real estate company. We discuss: 

  • Why invest in real estate? 
  • Learning from sport
  • Who to count on for investment decisions
  • How to avoid costly mistakes
  • What he wishes he had during his time playing
  • Griff’s investment portfolio 
  • Building a strong team

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16289151Tue, 17 Dec 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>After a collegiate career at Stanford, Griff Whalen spent 7 years in the NFL where he played for teams spanning from the Patriots to the Raiders. Now, he owns his own real estate company. We discuss: </p><ul><li>Why invest in real estate? </li><li>Learning from sport</li><li>Who to count on for investment decisions</li><li>How to avoid costly mistakes</li><li>What he wishes he had during his time playing</li><li>Griff’s investment portfolio </li><li>Building a strong team</li></ul><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:32:38First Steps to Retire Confidently | Athlete Anecdotesfull<![CDATA[HDYK How to Create Passive Income & Financial Freedom | Q&A Series]]>

We dive deeper into the How to Create Passive Income & Financial Freedom, with Whitney Elkins-Hutten to learn more about how you can achieve a life doing what you want, when you want with who you want. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16251113Mon, 09 Dec 2024 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the How to Create Passive Income &amp; Financial Freedom, with Whitney Elkins-Hutten to learn more about how you can achieve a life doing what you want, when you want with who you want. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:15:36116HDYK How to Create Passive Income & Financial Freedom | Q&A Seriesfull<![CDATA[How to Vet an Investment Opportunity | Q&A Series]]>

Join us as we dive deeper into concepts that were misunderstood in the "How to Vet an Investment Opportunity" episode with Gabriel Petty. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15609485Mon, 19 Aug 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Join us as we dive deeper into concepts that were misunderstood in the "How to Vet an Investment Opportunity" episode with Gabriel Petty. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:15:0112How to Vet an Investment Opportunity | Q&A Seriesfull<![CDATA[How to Underwrite an Investment (Part 2) | Q&A Series]]>

We dive deeper into the "How to Underwrite an Investment Opportunity" episode (Part 2), with Hans Box to answer more detailed questions about the underwriting process and investment projections so that you can know what to look out for in investment projections.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15824079Tue, 08 Oct 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the "How to Underwrite an Investment Opportunity" episode (Part 2), with Hans Box to answer more detailed questions about the underwriting process and investment projections so that you can know what to look out for in investment projections.</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:16:4719How to Underwrite an Investment (Part 2) | Q&A Seriesfull<![CDATA[HDYK what the wealthiest do with their money? | Q&A Series]]>

We dive deeper into the episode with Christopher Nelson, where he discusses what the world's wealthiest investors are doing in their portfolios. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16714981Tue, 04 Mar 2025 18:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the episode with Christopher Nelson, where he discusses what the world's wealthiest investors are doing in their portfolios. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:18:08125HDYK what the wealthiest do with their money? | Q&A Seriesfull<![CDATA[HDYK what to look out for in the legal docs | Q&A Series]]>

We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing! 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16837665Tue, 25 Mar 2025 17:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing! </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:13:39128HDYK what to look out for in the legal docs | Q&A Seriesfull<![CDATA[HDYK how to file your taxes? | Q&A Series]]>

We dive deeper into the episode with Greg O'Brien, CPA and John Malone to discuss taxes, including how to better understand them and mistakes to avoid. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16520525Tue, 04 Feb 2025 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the episode with Greg O'Brien, CPA and John Malone to discuss taxes, including how to better understand them and mistakes to avoid. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:14:04122HDYK how to file your taxes? | Q&A Seriesfull<![CDATA[Communication & Presentation skills with Charlie Ruiz | Athlete Anecdotes]]>

Learning how to communicate is essential because it forms the foundation of success in both personal and professional life. Charles Ruiz and I dive deep into this topic during this week's podcast episode 🗣️ 

Charlie Ruiz was a former MiLB player with the Colorado Rockies. His journey has evolved from business development in the tech world to speaking coach to now entrepreneur having founded CLR connection, which offers leadership performance coaching on mindset, communication and identity ⚾ 

We also discuss: 

☑️Journey from athlete to entrepreneurship
☑️Biggest career transition lesson learned
☑️Intersection of sport and public speaking
☑️Common mistakes in speaking
☑️Tools for effective storytelling
☑️Important leadership skills

A link to the episode is below if you want to listen in or share 🤞



DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-17527821Tue, 22 Jul 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Learning how to communicate is essential because it forms the foundation of success in both personal and professional life. <a href="https://www.linkedin.com/in/ACoAAAkJXrcBQMc6BHQF8CgV5H_YFDcaJBnGQ4g" rel="noopener noreferrer nofollow"><b>Charles Ruiz</b></a> and I dive deep into this topic during this week's podcast episode 🗣️ <br /><br />Charlie Ruiz was a former MiLB player with the Colorado Rockies. His journey has evolved from business development in the tech world to speaking coach to now entrepreneur having founded CLR connection, which offers leadership performance coaching on mindset, communication and identity ⚾ <br /><br />We also discuss: <br /><br />☑️Journey from athlete to entrepreneurship<br />☑️Biggest career transition lesson learned<br />☑️Intersection of sport and public speaking<br />☑️Common mistakes in speaking<br />☑️Tools for effective storytelling<br />☑️Important leadership skills<br /><br /> A link to the episode is below if you want to listen in or share 🤞</p><p><br /></p><p><br /></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:36:23Communication & Presentation skills with Charlie Ruiz | Athlete Anecdotesfull<![CDATA[HDYK your money is safe? | Q&A Series]]>

We dive deeper into the episode with Matt Weigand, who discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16432445Tue, 14 Jan 2025 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the episode with Matt Weigand, who discusses the importance of Fund accounting and why a third-party is the best way to keep up to date on your investments. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:14:29119HDYK your money is safe? | Q&A Seriesfull<![CDATA[Get the Financial Basics Down]]>

In our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.

We dive into:

  1. Define the different investment options you have 
  2. Difference between value investing and growth investing
  3. What we’re NOT falling for 
  4. What's the best way to create a budget? 
  5. How to manage debt, build credit and save for large purchases
  6. Should Bad Bunny keep renting or does he own? 
  7. The best way to set financial goals
  8. Women investor inequality gap 
  9. The biggest mistake people make when it comes to their finances

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-18470087Tue, 13 Jan 2026 05:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>In our first episode of season 2 we chat with Stephanie Guttman. Stephanie has spent her career in finance and tech from writing earnings reports for a Fortune 500, building finance tech startups and closing large software deals with banks but now has started @Huntress wealth, a platform that helps women manage wealth and wield power. She also has her own commercial development firm.</p><p>We dive into:</p><ol><li>Define the different investment options you have </li><li>Difference between value investing and growth investing</li><li>What we’re NOT falling for </li><li>What's the best way to create a budget? </li><li>How to manage debt, build credit and save for large purchases</li><li>Should Bad Bunny keep renting or does he own? </li><li>The best way to set financial goals</li><li>Women investor inequality gap </li><li>The biggest mistake people make when it comes to their finances</li></ol><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:42:1221Get the Financial Basics Downfull<![CDATA[HDYK what the wealthiest do with their money? | DD Curriculum]]>


Christopher Nelson shares his views on portfolio construction and the ways of the decamillionaires 💰

He provides us with nuggets on:

🪙 The 50/50 portfolio
🪙Who you should have on your “investment team”
🪙The ways of the decamillionaires
🪙Misconceptions about managing money
🪙Treating your portfolio like a business
🪙Should you trust your financial advisor
🪙Trading time for equity

Join him in his free masterclass next month! This Workshop Reveals the Secrets of Wealth Building for Tech Leaders---> https://www.wealthops.io/

https://lnkd.in/gtfsNvsv

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16693399Wed, 26 Feb 2025 14:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p><br /><a href="https://www.linkedin.com/in/christophercnelson/" rel="noopener noreferrer nofollow">Christopher Nelson</a> shares his views on portfolio construction and the ways of the decamillionaires 💰 <br /><br />He provides us with nuggets on: <br /><br />🪙 The 50/50 portfolio<br />🪙Who you should have on your “investment team”<br />🪙The ways of the decamillionaires<br />🪙Misconceptions about managing money <br />🪙Treating your portfolio like a business<br />🪙Should you trust your financial advisor <br />🪙Trading time for equity<br /><br />Join him in his free masterclass next month! This Workshop Reveals the Secrets of Wealth Building for Tech Leaders---&gt; <a href="https://www.wealthops.io/" rel="noopener noreferrer nofollow">https://www.wealthops.io/</a><br /><br /><a href="https://lnkd.in/gtfsNvsv" rel="noopener noreferrer nofollow">https://lnkd.in/gtfsNvsv</a></p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:35:15124HDYK what the wealthiest do with their money? | DD Curriculumfull<![CDATA[HDYK where to start with investing? | Athlete Anecdotes]]>

Athlete interview this week 🏀 

Natalie Novosel is a retired WNBA & professional basketball player who's resume includes 2-time National Championship Finalist, Gold Medalist with Team USA, & the 8th selection in the WNBA Draft. Now, she has transitioned from athlete to business athlete and works as financial professional for Transamerica and World Financial Group to create B-ALL-IN Inc. 

We touch on: 

🏀Transition from pro athlete to financial pro

🏀Financial Education tips

🏀Most important skill when learning

🏀Leveraging Relationships

🏀Navigating the financial landscape

🏀The Journey of Self-discovery

🏀How Natalie decided her next steps 

🏀The path to greatness

🏀How important is a financial coach?

🏀Investment strategies

🏀Smart financial moves

Link is below if you want to take a listen ⬇️

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-16789107Tue, 18 Mar 2025 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>Athlete interview this week 🏀 </p><p><a href="https://www.linkedin.com/feed/#" rel="noopener noreferrer nofollow"><b>Natalie Novosel</b></a> is a retired WNBA &amp; professional basketball player who's resume includes 2-time National Championship Finalist, Gold Medalist with Team USA, &amp; the 8th selection in the WNBA Draft. Now, she has transitioned from athlete to business athlete and works as financial professional for Transamerica and World Financial Group to create B-ALL-IN Inc. </p><p>We touch on: </p><p>🏀Transition from pro athlete to financial pro</p><p>🏀Financial Education tips</p><p>🏀Most important skill when learning</p><p>🏀Leveraging Relationships</p><p>🏀Navigating the financial landscape</p><p>🏀The Journey of Self-discovery</p><p>🏀How Natalie decided her next steps </p><p>🏀The path to greatness</p><p>🏀How important is a financial coach?</p><p>🏀Investment strategies</p><p>🏀Smart financial moves</p><p>Link is below if you want to take a listen ⬇️</p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:45:16126HDYK where to start with investing? | Athlete Anecdotesfull<![CDATA[HDYK Who to Partner With | Q&A Series]]>

We dive deeper into the "How Do You Know Who to Partner With" episode, with Chris Larsen to answer more detailed questions about the most important part of the due-diligence process - who the sponsor is and if you should trust them with your money. 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

]]>Buzzsprout-15918209Tue, 29 Oct 2024 04:00:00 GMT<p><a href="https://www.buzzsprout.com/twilio/text_messages/2394734/open_sms" target="_blank" rel="noopener noreferrer nofollow"></a></p><p>We dive deeper into the "How Do You Know Who to Partner With" episode, with Chris Larsen to answer more detailed questions about the most important part of the due-diligence process - who the sponsor is and if you should trust them with your money. </p><p>DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.</p>no00:20:31HDYK Who to Partner With | Q&A Seriesfull