Recession-Proofing Your Retirement, With Sean Mullaney

Filed in Podcasts, Previous Episodes on December 8, 2022

Often, we stay in draining jobs for all the wrong reasons – stability, a regular paycheck, reliable 401(k) contributions being three of the top reasons talented people don’t venture out on their own.

Financial planner, Sean Mullaney, wants to help stop the cycle of would-be solopreneurs staying in restrictive corporate jobs by offering one simple piece of stress-relieving advice: open a solo 401(k) plan, and now.

Sean’s new book, Solo 401(k) (out Oct 4th), sheds light on the practical financial pathway to retirement that is so often slept on by both solopreneurs and those dreaming of a solopreneur career.

Tune in and hear Sean’s answers to questions such as:

  • Many of us may need to become solopreneurs out of necessity in the upcoming months – what retirement tips do we need to know before we’re in the hot seat and retirement planning falls to the wayside?
  • What are logical ways to sidestep the fear of giving up a corporate job to become a solopreneur?
  • Does a solo 401(k) account set you up for double the retirement savings than a typical 401(k) will yield?
  • And much, much more!


Why Your Financial Advisor May Be Harming Your Finances, With Norman Pappous

Filed in Podcasts, Previous Episodes on December 6, 2022

Norman Pappous wasn’t always interested in the wealth management industry – he started out his career in London working for global investment banks.

However, when a family member committed suicide after being misled by a financial advisor, he knew he had to commit the rest of his career to helping others from falling into the same trap.

His new book, Wall Street’s Grand Deception, arms the average investor in navigating the financial markets, including ways to properly vet a potential financial advisor.

Tune in and hear Norman’s answers to questions such as:

  • One of the biggest decisions you can make: The decision you make when you choose a financial advisor shouldn’t be taken lightly.
  • Strategies to uncover whether your FA is worth the fees
  • The Billion-Dollar Marketing Scheme: Spot high-quality portfolio advice without falling for Wall Street’s fake narratives, and how to discover them
  • Behind the Report: Why you should never blindly trust the portfolio performance reports generated by your financial advisor – and what to look for instead
  • And much, much more!

Helping Ecommerce Business Owners Build Wealth While They Build Their Business, With Chase Insogna

Filed in Podcasts, Previous Episodes on December 1, 2022

Many small business owners work their entire lives growing and reinvesting their profits back into their business.

But then, when they want to retire, they find themselves unable to enjoy life because they have all of their wealth tied up in their business.

In this episode Chase Insogna explains how this can be changed.

Tune in and hear Chase’s answers to questions such as:

  • What’s wrong with the traditional model of trying to build a business and then selling it?
  • Everyone wants to pay the IRS the least amount possible. What are some strategies and tax tips that you recommend to your clients [that are ecommerce businesses]?
  • You talk about building wealth while building your business, how is this different than what most business owners already do?
  • Ecommerce businesses are different than your standard bricks-and-mortar local businesses. What are some special considerations that are different or unique to ecommerce businesses?
  • You’re an accountant, what do you know about owning and running a business?
  • And much, much more!


Growing Your Wealth With Inflation, With Mark Willis

Filed in Podcasts, Previous Episodes on November 29, 2022

WHAT IF you could create wealth in a safe and predictable way and become your own source of financing?

Now you can.

Mark Willis is a man on a mission to help you think differently about your money, your economy and your future.

Tune in and hear Mark’s answers to questions such as:

  • If you could create the perfect financial strategy for life, what would it be like?
  • How can an entrepreneur “fire their banker” and become their own source of financing?
  • What is ‘Bank On Yourself’ and how is it different from traditional financing options?
  • You say there’s something better than just being “debt free” – tell us about that.
  • How can we enjoy the best years of the market, without losing in the down years?
  • You say you help clients get paid every single day for the rest of their life. What options are out there to do this?
  • And much, much more!

Get Your Next Client Using Joint Ventures, With Mac Attram

Filed in Podcasts, Previous Episodes on November 24, 2022

With rising advertising fees and competition, constant algorithm changes, and less engagement, it is more and more difficult to organically reach clients.

Big businesses like McDonald’s and Disney have used a method that is the fastest, most lucrative, least competitive form of marketing, and if done the right way, is free: Joint Ventures (JV).

Astonishingly, over 95% of small businesses pass on this big opportunity that brings the right clients who are ready to buy.

Mac Attram, who has generated over 25 million dollars for himself and his clients in the past 8 years alone using that method, dives into what a Joint Venture is, the process to do it successfully and the biggest mistakes to avoid.

Tune in and hear Mac’s answers to questions such as:

  • Why are Joint Ventures so important in business now?
  • What’s the Key to a successful Joint Venture?
  • How can someone do a Joint Venture right now with no experience?
  • What is the biggest challenge for most small businesses right now?
  • Where do business owners go wrong with their marketing / sales?
  • How can our listeners do Joint Ventures as you’ve done?
  • What is your ‘ABC Client Attraction Formula’?
  • And much, much more!


Master Your Life and Claim Your Inner Warrior, With Kate McKay

Filed in Podcasts, Previous Episodes on November 22, 2022

Claim Your Inner Warrior shifts the discussion around men’s mental health.

The tragic deaths of Kate McKay’s son and brother inspired her to speak on the need for self-care and the toxic stigma around men’s mental, physical, and emotional well-being.

Kate lays out the steps to powerfully reclaim your life, providing the roadmap that will help you refine yourself in all areas of your life.

Kate and Adam guide us on relationships, addressing needs, executing visions, (not) quitting, avoiding mistakes, handling stress, fear, fitness, foods, and other healthy habits.

Tune in and hear Kate’s answers to questions such as:

  • How to create healthy relationships with yourself and others;
  • Turning failure and grief into personal, spiritual, and financial growth;
  • Daily tips and habits that provide courage, clarity, and productivity;
  • Mental, physical, and other health realated strategies to play a bigger game;
  • Financial tips and insights that get you ahead;
  • How to live with greater confidence;
  • How to Increase productivity and purpose in your life;
  • And much, much more!

Invitation from Kate:

Free book – Claim Your Inner Badass

This book is for anyone who is feeling stuck and is looking for a breakthrough so they can gain inner peace, confidence, and live in alignment with their values …

How to Generate Passive, High-Yield, Fixed Income, With Douglas Muir

Filed in Podcasts, Previous Episodes on November 17, 2022

Novice investors often do not realize that there are investments outside of traditional assets.

Traditional assets like stocks and bonds are highly correlated to market events.

Accordingly, smart investors are always looking for ways to lower risk and maintain a balanced portfolio.

Douglas Muir, CEO of Family Business Fund, helps you navigate alternatives.

Tune in and hear Douglas’s answers to questions such as:

  • What are Alternative Investments?
  • Should I bootstrap my start-up?
  • Does education help entrepreneurs succeed?
  • Overcoming obstacles is key for a successful entrepreneur.
  • American Consumers don’t understand their credit report.
  • How personal credit affects your business
  • And much, much more!

What You’re Worth: In Dollars and Sense, With Andrea Liebross

Filed in Podcasts, Previous Episodes on November 15, 2022

Entrepreneurs question what they are worth – literally in terms of dollars and cents, and figuratively.

They can quickly fall into the trap of wondering if they are charging too much or too little due to limiting beliefs.

They soon start asking questions:

What is my service or skill worth?

And am I even worthy of X dollar amount or accolade?

This doubt or guilt can then lead to them disengaging or their business becoming stagnant.

Andrea Liebross and Adam discuss how to determine what you’re worth and your worthiness to eliminate doubt and free up brain space.

Tune in and hear Andrea’s answers to questions such as:

  • What is the fee you charge? Is it just a number?
  • What are the three beliefs that help create the number you deserve or keep the number lower than you deserve?
  • How do you get out of your client’s wallet by cleaning up your worthiness drama and gaining confidence in your ask?
  • What are your three most valuable resources?
  • Why are money or time are not the most important and brain power is?
  • Why and how does the more you believe in what you’re worth, correlate to the transformation you provide?
  • And much, much more!


Using Failures as a Gift, With Justin Skinner

Filed in Podcasts, Previous Episodes on November 10, 2022

People often talk about learning from your own failures, which is an amazing tool and mindset to possess.

What if we shifted our focus to learning from other people’s failures as well as our own?

What if we could tap into a rare mindset that would allow us to advance our growth, and the growth of those around us, at an extraordinary rate?

It can be done, and it has been done throughout history-you just may not realize it.

Justin Skinner is here to show us how to use those principles in business!

Tune in and hear Justin’s answers to questions such as:

  • Why are failures a gift?
  • How did you learn to navigate failures?
  • Why is it important to focus on trying, rather than the result?
  • How do you get through the discouragement of failures?
  • How does being a professional failure help you with stewarding money and investments?
  • And much, much more!

Growing Your Wealth by Minimizing Tax & Managing Cash, With John Briggs

Filed in Podcasts, Previous Episodes on November 8, 2022

This may come as a shock to you but…the IRS sucks at spending your money.

John Briggs wants to show you how you can keep more of your hard-earned money.

You see, the tax and accounting industry is quite lazy. It’s all about plugging and chugging taxpayers info into software and voilà–a result…

The sad part is most taxpayers don’t realize there is a much better way to treat your financial situation. It’s called smart strategies, communication, and a competent tax adviser.

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

Tune in and hear John’s answers to questions such as:

  • What is the greatest challenge business owners face concerning their finances?
  • What is one of the most damaging myths surrounding taxes?
  • In what ways are business owners leaving money on the table year after year?
  • At what stage of business is it important to have a cash flow management system?
  • And much, much more!