Living a Richer Life by Design: Recent Episodes
Jonathan Krueger
At LionsGate Advisors, we believe a truly rich life entails much more than financial prosperity. It means crafting a life with purpose and intention. Our guests come from a variety of backgrounds with diverse professional expertise, yet they all have one thing in common: an aspiration to live a richer life by design. Join us for the Living a Richer Life by Design podcast as we discuss a variety of subjects including fulfilling relationships, vibrant health, community engagement, social impact and of course, stewardship of your finances.
Join Mark Ralfs as he interviews Mark DeLuzio. Mark is known as a pioneer of Lean and the principal architect of the Danaher Business System (DBS)—serves as a trusted advisor to senior leaders in global organizations whose financial and operational metrics have flatlined. Leveraging his unmatched and inventive experience, Mark helps them think differently about how to optimize their approach system wide. His new book is: Flatlined: Why Lean Transformations Fail and What to Do About It.
Mark and his wife, Diane, have also co-founded a wonderful organization called B.R.A.V.E. which stands for Business Reviews and Advisors to Veteran Entrepreneurs.
Join Mark Ralfs as he interviews Amy Posey and Kevin Vallely. Amy Posey is a Silicon Valley-based leadership consultant focused on neuroscience and high performance. She is the founder and CEO of SUPERMEGABOSS, a manager training company. Kevin Vallely juggles his life as a registered architect, leadership mentor, author, keynote speaker and father, while also becoming an internationally recognized explorer. Their new book is Wild Success: 7 Key Lessons Business Leaders Can Learn from Extreme Adventures.
Join Mark Ralfs as he interviews Mark DeLuzio. Mark is known as a pioneer of Lean and the principal architect of the Danaher Business System (DBS)— he serves as a trusted advisor to senior leaders in global organizations whose financial and operational metrics have flatlined. Leveraging his unmatched and inventive experience, Mark helps them think differently about how to optimize their approach system wide. His new book is: Flatlined: Why Lean Transformations Fail and What to Do About It.
Join Jonathan Krueger as he interviews Bushy Martin. Bushy is a keynote speaker, author, and all-round property investment wizard, named in 2017 as one of the top ten property specialists in Australia by The Property Investor Magazine. Bushy is the founder of KNOW: HOW Property Finance Strategy, one of Australia’s leading groups of property investment strategists. He has personally built an international portfolio of 12 properties and has enjoyed a career spanning more than 35 years. His expertise has helped more than 1,700 time-poor professionals secure more than $550 million in property to improve their lifestyles and replace their incomes.
Join Jonathan Krueger as he interviews Lisa Nichols, co-founder and CEO of St. Louis based Technology Partners. Lisa recently was named one of the most influential businesswomen in the St. Louis Metropolitan area by the St. Louis Business Journal. This award recognizes the accomplishments of the region’s women business leaders and their positive impact on industry, non-profit organizations, and the community at large. Her company, Technology Partners, provides premier IT solutions to businesses of all sizes in the financial services, agribusiness, healthcare, and other industry sectors and has grown to more than 350 employees. Lisa also hosts the podcast, Something Extra, which averages more than 1,800 listeners worldwide.
Join Jonathan Krueger and Mark Ralfs as they interview Eric Munson & Michael Block. Eric Munson co-founded Adit Ventures in 2014 at the request of family offices seeking to obtain shares in select late-stage venture-backed growth companies.
His 35 years of experience include work in alternative asset management, corporate finance, mutual funds, and private equity and venture capital. He has developed and managed 18 different funds while raising assets of more than $20 billion.
Michael Block is a Managing Director and Special Advisor at Adit Ventures and chairs the firm’s Advisory Board. He is also a member of the firm’s Investment and Research Committees, and serves on the board of education technology company Esme Learning Solutions. He is a well-known authority and practitioner on macroeconomics, the public and private markets, and alternative investments. He often appears as an expert panelist on Fox Business, CNBC, Bloomberg TV, and CNN, and is cited in publications like CNNMoney, Barron's, the Wall Street Journal, and the Washington Post.
We all want to succeed and grow in a few key areas of life: our relationships, our careers, and our finances. There is so much potential in each one of us, yet sometimes we fall prey to thinking “if only I had ___, then I could be more successful!” Jonathan Kruger shares some wisdom on how to grow in prosperity right where you are by getting the most out of your relationships, how you spend your time, and how you spend your money.
Christian Biz Owners On Fire: Leveraging Your Current Life for Higher Prosperity: https://www.christianbizownersonfire.com/leveraging-your-current-life-for-higher-prosperity/
Christian Biz Owners On Fire podcast: https://www.christianbizownersonfire.com/podcast/
Jonathan guests on the Richer Soul podcast, hosted by Rocky Lalvani. Jonathan shares how to live life holistically and build a financial team to help you achieve wealth. Jonathan’s parents taught him to give and save. They instilled the value of setting and achieving goals.
Join Jonathan Krueger and Mark Ralfs as they interview Bj Kittredge, a former health care professional and educator. Her new book, with Thelma Reese, is titled: How Seniors Are Saving the World:Retirement Activism to the Rescue.In their new book, they shareinspiring true stories of seniors working with vigor and purpose. They argue that instead of thinking of the 60s – 90s as the twilight years, this is when many come into their power. From social activism to returning to careers to fighting the COVID-19 pandemic, seniors offer wisdom, experience, and energy.
Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations.
Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel.
Join Mark Ralfs as he interviews Dr. Jim Grubman and Dr. Dennis Jaffe. Dr. Jim Grubman is a consultant to multigenerational families and their advisors about the issues that arise around wealth. He helps families establish healthy patterns of communication, governance, estate planning, and parenting for succeeding generations. He is the and co-author (with Dennis T. Jaffe, PhD) of Cross Cultures: How Global Families Navigate Change Across Generations, and has a new book, Strangers in Paradise: How Families Adapt to Wealth Across Generations.
Dr. Dennis Jaffe is a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, a Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel.
For show notes and more: https://lionsgateadvisors.com/podcasts/
Join Mark Ralfs as he interviews David Markowski. For thirty years David Markowski has been actively involved in capital investment for private and public start-ups.
Throughout the 80s and early 90s David Markowski worked with and later built an independent Wall Street broker dealer that specialized in start-up IPOs. After a decade and the experience of generating $500 million in funding for early stage companies David left Wall Street to form a consulting organization focused on supporting early-stage first mover and disruptor companies. He is experienced in Private Equity, Public IPOs, Venture Capital and Crowd Funding.
For show notes visit: https://lionsgateadvisors.com/2020/11/creating-generational-wealth/
On today’s show we will be talking to our guest Martin Bamford. Martin has been a Financial Planner for more than 17 years, working with a wide range of clients to help build, manage, and protect their wealth.
He’s a Chartered Financial Planner, Fellow of the Personal Finance Society, and published personal finance author, hosting the Informed Choice Radio podcast and a digital marketing specialist and professional photographer.
On today’s show we will be talking to our guest Thayer Willis is an internationally recognized author and expert in the area of wealth counseling. Since 1990, she has specialized in helping people of all ages handle the psychological challenges of wealth. A member of the founding family of the multi-billion-dollar Georgia-Pacific Corporation, Thayer offers an insider’s perspective on the privileges and tragedies that wealthy families face on a regular basis.
Thayer has an MA from the University of Oregon, an MSW from Portland State University and is a licenses clinical social work. She is a very popular speaker, facilitator and counselor and is famous for her caring, no-nonsense, practical approach to resolving conflict.
What was Jesus's point in talking about money so much in the scriptures? Does Jesus actually want us to become wealthy? In this episode, Ellis sits down with Jonathan Krueger, who has helped high net worth clients build, grow, and protect their wealth for the last two decades. We take a deep dive on what the bible says about the blessing of wealth and how we can truly be KINGDOM capitalists.
**Other topics discussed:**
- What was Jesus's point in talking about money
- How to get out of a poverty mindset- You must give your way out NOT earn your way out
- Why we should test God with our finances
- The difference between a tithe and an offering
https://the-kingdom-capitalist-show.simplecast.com/
Jonathan Kruger was recently interviewed on the Get Invested Podcast. Get Invested is dedicated to time poor professionals who want to work less and live more. Host, Bushy Martin, and his influential guests share know-how on the ways investing in property can unlock the life you always dreamed about and secure your financial future. Listen in for discussions on: the right way to look at money, the potential for a global depression and what investment opportunities this presents, and the future opportunity of crowdfunding and cryptocurrency.
Show notes and more: https://lionsgateadvisors.com/2020/09/discussing-livin…invested-podcast/
Get Invested Podcast: https://bushymartin.com.au
The COVID-19 pandemic has turned the whole world upside-down. Almost everyone in any industry has been feeling its effects to varying degrees. Traci DeForge and Eric Brotman discuss with guest, Jonathan Krueger, how COVID-19 has impacted the business of being a financial advisor. As the CEO and Investment Advisor of Lionsgate Advisors, Jonathan is dealing and leading through the changes brought on by the pandemic in their company.
He shares with us the things they were inevitably forced to put into place and gets into the current struggles many financial advisors face now as well as the families and individuals who are bearing the brunt of the pressing financial challenges. Listen in on this conversation to learn more from Jonathan how financial advisors can navigate the changes we see now into the future while also keeping the mental and business health in check.
How can you become a better steward of your money? In this conversation, Martin Bamford, host of Informed Choice Radio, and Jonathan Krueger talk about the ‘slight edge’ that disciplined people enjoy when it comes to their money and their life. We also get into a conversation about why we are witnessing the perfect recipe to bankrupt the global economy – and what investors should do about it. Episode from episode #508 of Informed Choice Radio.
Lionsgate: https://lionsgateadvisors.com/podcasts/
Informed Choice Radio: https://icradio.co.uk/
On today’s show, we will be talking to Janet McKee, speaker, bestselling author, high-performance consultant, and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers, and Speakers. She is the author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success.
During this episode you’ll hear:
- Learn about the phrase "stressless success"
- What inspired Janet to write the book and how she discovered the ideas she shares
- What happens to us when we experience stress
- The impact that our reaction to stress has on our lives
- Ways to shift from stress to success
- Learn what Janet means by negative thoughts can actually be a positive thing.
- take everything you have been taught about peak performance and set it aside
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Janet McKee, speaker, bestselling author, high performance consultant and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High-Performance Institute and has been inducted as a member of the National Association of Experts, Writers and Speakers. She is author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose, and Prosperity. Janet created the acclaimed Accelerated High-Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success.
LinkedIn
janetmckee.com
lionsgateadvisors.com/podcast
On today’s show we will be talking to Dr. Dennis Jaffe, a leading architect of the field of family enterprise consulting and an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research and leads their 100-Year Family Enterprise Research Program. He is also Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel reporting on cross-generational family businesses and wealth. His new book is Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises.
During this episode you’ll hear
- The importance of studying long-term family businesses and why they are so special
- His experience in studying 100 large global family businesses that had been together for more than three generations
- What “generative” - value-creating means for these types of family businesses
- What shirtsleeves to shirtsleeves means and how families sell or lose their business, and other negative stories about family business
- How to build innovation into family culture over generations, rather than just feeling comfortable with their considerable wealth
- How did families in his study manage to develop successful leadership and commitment for several generations
- Stories from one of the most memorable families in his study
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Dennis T. Jaffe, Ph.D., has been a leading architect of the field of family enterprise consulting and is an acclaimed speaker and workshop leader in programs for business families and financial service firms. Dennis is a research associate at Wise Counsel Research, and leads their 100-Year Family Enterprise Research Program. He is also Family Business Scholar at the Smith Family Business Program at Cornell University, a faculty advisor at the Ultra High Net Worth Institute, and a regular contributor to Forbes Leadership channel reporting on cross-generational family business and wealth. His new book is Borrowed from Your Grandchildren: The Evolution of 100-Year Family Enterprises.
Website
Join Jonathan Kruger and Mark Ralfs as they interview Mark Podolsky, author of Dirt Rich, the ultimate guide to helping you build a passive income, and owner of Frontier Properties, a very reputable and successful land investing company. The resources available through his organization and website, The Land Geek, are helping thousands discover how to build wealth through land investing.
During this episode you’ll hear:
- Which field Mark went into after he graduated from Indiana University
- Reasons Mark bought a few parcels of raw land and started what has turned out to be a life-changing career
- Previous jobs which were soulless, high-stress corporate jobs that created solo-economic dependency
- What pure land investing is and how it is different from real estate in the form of buildings like apartments, homes, and commercial buildings.
- Early investments which launched his success
- Reasons Mark decided to use the podcast model to get some of this information out.
- Key messages from his book, Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Mark Podolsky, author of Dirt Rich, the ultimate guide to helping you build a passive income, and owner of Frontier Properties, a very reputable and successful land investing company. The resources available through his organization and website, The Land Geek, are helping thousands discover how to build wealth through land investing.
LinkedIn
Book: Dirt Rich: How One Ambitiously Lazy Geek Created Passive Income in Real Estate Without Renters, Renovations, and Rehabs
https://lionsgateadvisors.com/
On today’s show we will be talking to Susan Schoenfeld, founder of Wealth Legacy Advisors LLC. She is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy and managing fiduciary risk. Susan is based in New York City, is a “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth.
During this episode you’ll hear:
- “Hard” issues that are almost always addressed and the “soft “ issues.
- Financial literacy, preparing for family business succession, and protection from financial predators.
- Important questions parents should be asking themselves when addressing the next generation about a family’s wealth.
- “The single biggest problem in communication is the illusion that it has taken place.” -George Bernard Shaw
- Learn why communicating effectively crucial to being able to address family wealth.
- One big elephant in the room that families avoid talking about.
- Defining your family legacy and agreeing on it as a family is a highly significant step in dealing with family wealth.
- Many families have philanthropic aspirations. Learn how to incorporate philanthropy into the family legacy discussion and overall plan.
- How an estate passes on to the next generation. There can be a debate as to what constitutes an equal distribution versus an equitable distribution.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Susan Schoenfeld is an award-winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them on the human issues that keep families of wealth up at night: legacy, governance, stewardship, succession, philanthropy and managing fiduciary risk. Susan is based in New York City, is a “recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth.
https://lionsgateadvisors.com/podcasts/
Join Jonathan Kruger and Mark Ralfs as they interview Jason Ingram, co-founder and president of LionsGate Advisors in Chesterfield, MO. Jason is an author with two prior published books and another due out this summer. Besides being an accomplished financial advisor, Jason is also an educator at heart and in practice and currently serves on several advisory boards. Jason and his wife, Kimetha, are world travelers and accomplished transoceanic sailors. They reside in Columbia, MO.
During this episode you’ll hear:
- Jason teaches at three different colleges and at the University of Missouri Osher for adult learners. He is on several advisory boards and has an active lifestyle. Learn what drives Jason to continue to educate.
- Not born as a financial planner, Jason shifted into his third career of financial planning 12 years ago.
- Jason’s love for travel and passion for sailing - the lessons he has learned or observations made while traveling the world.
- Retirement is like a sailing voyage - this metaphor rings so true for Jason and his clients as they navigate the waters of retirement.
- Jason’s concerns about the national debt, unfunded liabilities, and the borrowing politicians from both parties have done to meet the budget demands in normal times and now with Covid-19.
- Learn about sovereign debt crisis and Debt-to-GDP ratio
- ED talks and the classes he teaches
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Jason Ingram is co-founder and president of LionsGate Advisors in Chesterfield, MO. Jason is an author with two prior published books and another due out this summer. Besides being an accomplished financial advisor, Jason is also an educator at heart and in practice and currently serves on several advisory boards. Jason and his wife, Kimetha, are world travelers and accomplished transoceanic sailors. They reside in Columbia, MO.
For more show notes visit: https://lionsgateadvisors.com/podcasts/
Join Jonathan Krueger as he is interviewed by John Elledge on the Thoughtful Entrepreneur podcast. The way to instill culture into an organization is with consistency. What do you do consistently to build the culture? On this podcast, your host, Josh Elledge encourages entrepreneurs to share not only their expertise but their stories and their hearts.
For show notes and more: https://lionsgateadvisors.com/consistent-cultures
Join Jonathan Krueger as he is interviewed on the Highley Invested Podcast. We discuss how times are changing and how individual investors, families and business need to be proactive to adapt. We discuss what a fiduciary is, how wealth creation and strategies change over time and how the middle class and those without the funds for professional wealth management can take advantage of the current situation.
For show notes and more: https://lionsgateadvisors.com/2020/06/investment-growt…uring-a-pandemic/
On today’s show we will be talking to Todd Tresidder, the Entrepreneur and Investment Expert that founded and shaped Financial Mentor. Todd received a B.A. in Economics from the University of California at Davis, is a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio, and is still an active investor who earns consistent investment returns in both up and down markets.
During this episode you’ll hear:
- Learn about Todd’s company, Financial Mentor
- Financial Freedom leads to Personal Freedom
- Misinformation in the form of poor-quality, biased, half-truths and incomplete ideas contributes to the reason that most people will never experience financial freedom.
- Todd shares which topics are in the Financial Freedom for Smart People book series Financial Mentor Podcast.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Todd Tresidder pulled off what many of us can only dream about: He retired at 35, and he did it through investing. Todd is an Entrepreneur and Investment Expert that founded and shaped Financial Mentor. Todd received a B.A. in Economics from the University of California at Davis, is a serial entrepreneur since childhood building many businesses and retiring at age 35 from his position as a Hedge Fund Investment Manager responsible for a 20+ million dollar portfolio, and is still an active investor who earns consistent investment returns in both up and down markets.
LinkedIn
Financial Mentor
Show Notes
Join Jonathan Kruger and Mark Ralfs as they interview Charlie Hartwell, Managing Partner of Bridge Builders Collaborative, a group of highly successful investors who have been investing in start-up companies in the space of mental wellness, consciousness, and spirituality.
A Harvard Business School graduate, Charlie has served and led organizations in 14 different industries, including starting a non-profit in the slums of Kenya in 1986 that has provided health care to several million patients.
During this episode you’ll hear:
- Learn more about Bridge Builders Collaborative and their mission.
- How Charlie began investing in conscious/mindfulness start-ups.
- Learn how Charlie adds value to the investments he makes.
- Learn about the types of companies Bridge Builders Collaborative invests in.
- Details behind the Bancroft Arneson Expedition of Antarctica. Charlie founded the first for-profit expeditionary company in U.S. history to promote this expedition. You’ll learn about this historic (and dangerous) expedition.
- The non-profit Charlie started in the slums of Kenya in 1986 has provided health care to millions of patients.
- The mission of the ShiftIt Institute.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Managing Partner of Bridge Builders Collaborative, a group of highly successful investors who have been investing in start-up companies in the space of mental wellness, consciousness, and spirituality.
A Harvard Business School graduate, Charlie has served and led organizations in 14 different industries, including starting a non-profit in the slums of Kenya in 1986 that has provided health care to several million patients.
He also founded the first for-profit expedition company in US History to promote the Bancroft Arnesen Expedition – an historical 2,400-mile crossing of Antarctica by two women who became the first to cross the continent on foot.
BBcollaborative
Show notes
Join Jonathan Kruger and Mark Ralfs as they interview Daron K. Roberts, founding director of the Center for Sports Leadership & Innovation (CSLi) at the University of Texas. As a lecturer at the University of Texas, he focuses on issues of leadership and innovation in the sports arena.
During this episode you’ll hear:
- Daron shares his passion for football and why he wanted to become a football coach instead of following the path a Harvard Law Student would go.
- Daron turned down a $150,000 job right out of law school to take an internship in the NFL with the Kansas City Chiefs.
- What Daron hoped to teach his team and prepare them for. The vast majority never make it to the pros.
- Daron teaches readers who read his book, Call an Audible.
- Learn about his podcast, A Tribe Called Yes
- Learn about the course, Game Plan for Winning at Life, that is taught each year to incoming freshman student-athletes at the University of Texas.
- The Center for Sports Leadership & Innovation at the University of Texas.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Daron has been recognized by the World Economic Forum as a Young Global Leader for creating a nonprofit football camp - 4th and 1, Inc. 4th and 1 provides free SAT prep, life skills development and football training to at-risk youth. The camp has served nearly 500 student-athletes since 2010.
He holds two expensive degrees from Harvard and was elected Student Body President as an undergraduate at the University of Texas - the largest public university in the United States. He is a contributor to Forbes.com, and his articles have appeared in The Dallas Morning News, Fortune, Houston Chronicle, Texas CEO Magazine and Time.
DaronRobers.com
Full show notes: https://lionsgateadvisors.com/
Join Jonathan Kruger and Mark Ralfs as they interview Wayne Titus, CPA/PFS, AIFA, the founder of AMDG Financial and AMDG Business Advisory Services. In light of our current pandemic and its impact on business and the economy, learn ways businesses can understand their options and develop a cash flow timeline.
During this episode you’ll hear:
- In light of our current pandemic and its impact on business and the economy, learn ways businesses can understand their options and develop a cash flow timeline.
- Avenues businesses can gather the right information for loan applications for assistance right now
- How businesses can understand the impact of FMLA modifications on small business.
- We discuss Wayne Tutus’s book, The Entrepreneur’s Guide to Financial Well-Being. Learn why entrepreneurs and business owners need to find a trustworthy advisor with a clear process and how to source those types of advisors.
- The importance of partnering with someone who truly understands the savings strategies of top entrepreneurs so that all aspects of one’s portfolio receive proper attention.
- Pay attention to wealth transfer, investing, enhancement, protection, and charitable giving.
- Ways entrepreneurs can work their plans, once created, and consult their advisors for assistance.
- How businesses can take the right steps to ride out volatility and rebalance portfolios during these tumultuous times in the markets.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Wayne Titus, CPA/PFS, AIFA is the founder of AMDG Financial and AMDG Business Advisory Services in 2002. Before that, he worked in two large accounting firms and had Fortune 50 clients. As a fee-only fiduciary adviser, Wayne’s loyalty is to his clients. AMDG Financial has assets of more than $150 million, and integrates tax, financial and investment strategies. Wayne’s latest book is The Entrepreneur’s Guide to Financial Well-Being.
Join Jonathan Kruger as he interviews Darren Gold, Managing Partner at The Trium Group, where he advises and coaches CEOs and leadership teams at many of the world’s most innovative companies, including Roche, Dropbox, Lululemon, Sephora, Cisco, eBay, Activision, and Warner Bros. He is the author of the new book Master Your Code: The Art, Wisdom, and Science of Leading an Extraordinary Life.
During this episode you’ll hear:
- The most important factors in leading an extraordinary life and if they differentiate for different people.
- What it means to be a “shaper of their own lives” rather than a prisoner to their circumstances.
- The daily practices Darren Gold recommends to our listeners.
- Letting go of grudges and forgiving unconditionally seems to be one way to set an individual free. Lean why this is so important to leading an extraordinary life.
- It’s important to do what you were born to do in this world, learn how one truly go about identifying what that is.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Darren Gold is a Managing Partner at The Trium Group, where he advises and coaches CEOs and leadership teams at many of the world’s most innovative companies, including Roche, Dropbox, Lululemon, Sephora, Cisco, eBay, Activision, and Warner Bros. He is the author of the new book Master Your Code: The Art, Wisdom, and Science of Leading an Extraordinary Life.
Website
Join Jonathan Kruger and Mark Ralfs as they interview Lance Roberts, who has more than 25 years of experience spanning from private banking and investment management to private and venture capital. Lance is the Chief Investment Strategist for RIA Advisors, offers investors a commonsense approach and “real world” examples to help them meet their financial goals.
Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has also been quoted by a litany of publications including the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post and TheStreet.com.
During this episode you’ll hear:
- What Lance’s firm is doing today to manage clients’ fears and anxiety with the markets.
- Thoughts in if the support the government is providing will be enough to overcome the current challenges.
- Predictions on which industry sectors will be the winners and the losers
- Advise on what investors should be doing now
- What will the signs be that we have started to bounce back from this economic crisis
- The three most important considerations someone should make before investing
- The most important elements of financial planning for retirement
- Some of the biggest mistakes investors make
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Lance Roberts, with more than 25 years of experience spanning from private banking and investment management to private and venture capital, Lance is the Chief Investment Strategist for RIA Advisors, offers investors a commonsense approach and “real world” examples to help them meet their financial goals.
Lance’s investment strategies and knowledge have been featured on CNBC, Fox Business News, Business News Network and Fox News. He has also been quoted by a litany of publications including the Wall Street Journal, Reuters, Bloomberg, The New York Times, The Washington Post and TheStreet.com.
Lance's LinkedIn
RealInvestmentAdvice.com
Lionsgate Advisors
On today’s show we will be talking to Jason Caldwell, founder of Latitude 35, a leadership training firm that operates around the globe. He works with organizations including Nike, Booking.com, Columbia Business School, and the Haas School of Business and delivers speaking programs to packed crowds at Fortune 500 companies and universities worldwide. A professional adventure racer, Caldwell currently holds over a dozen world records across five continents. His new book is Navigating the Impossible: Build Extraordinary Teams and Shatter Expectations. Learn more at latitude35leadership.com.
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During this episode you’ll hear:
- What Jason’s most difficult challenge is when leading teams through these incredible adventures.
- What Jason is focused on in order to make it a success.
- One thing you look for in a teammate when building a team
- The difference between a healthy quit and a toxic one.
- Why results are not the measure of a high-performance team, and what the measure is.
- The four questions to ask yourself before you set any goal.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Jason Caldwell, founder of Latitude 35, a leadership training firm that operates around the globe. He works with organizations including Nike, Booking.com, Columbia Business School, and the Haas School of Business and delivers speaking programs to packed crowds at Fortune 500 companies and universities worldwide. A professional adventure racer, Caldwell currently holds over a dozen world records across five continents. His new book is Navigating the Impossible: Build Extraordinary Teams and Shatter Expectations. Learn more at latitude35leadership.com.
Website
On today’s show we will be talking to John Futterknecht, President & Co-Founder of Optimum Associates and a veteran Executive Coach and Leadership Development Trainer who’s worked with leaders at some of the world’s largest companies, including many Fortune 500s. He specializes in helping organizations and their leaders excel in complex, highly integrated Matrix structures. His new book is Leading in the Global Matrix: Proven Skills and Strategies to Succeed in a Collaborative World.
During this episode you’ll hear:
- The backstory of what lead to writing Leading in the Global Matrix
- If a leader’s ‘grit’ alone is enough to sustain them in the COVID-19 crisis or any crisis period for that matter.
- A crisis, like the one we’re experiencing now, can deplete a leader’s energy and impact his or her immune system.
- How leaders can avoid sacrificing their personal well-being for the good of the company.
- Methods to best manage and release stress as the day unfolds.
- Learn ways all of us develop and sustain the self-awareness to overcome anxiety and self-critique.
- Since many leaders are having to work from home or remotely, we go over challenges of leading virtually and ways to do it effectively.
- Reasons a matrix structure is more beneficial for an organization.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
John Futterknecht, President & Co-Founder of Optimum Associates and a veteran Executive Coach and Leadership Development Trainer who’s worked with leaders at some of the world’s largest companies, including many Fortune 500s. He specializes in helping organizations and their leaders excel in complex, highly integrated Matrix structures.
Book: Leading in the Global Matrix: Proven Skills and Strategies to Succeed in a Collaborative World.
Website
On today’s show we’ll be talking to Travis Chappell, Travis Chappell is a podcast consultant and professional connector. He is the founder of World Class Media, a full stack podcast production company specializing in helping busy entrepreneurs produce world class podcasts that pay.
In addition to being featured in Entrepreneur, NASDAQ, and ReadWrite, Travis has also been featured in Forbes as a top ten podcast that will change your life alongside of Joe Rogan, Gary Vaynerchuck, Tim Ferriss, and six other awesome podcasters.
He is the creator and host of both World Class, a podcast that reverse engineers what it takes to be World Class at what you do and Build Your Network, a Top 25 Business podcast dedicated to helping entrepreneurs cultivate genuine relationships the right way.
During this episode you’ll hear:
- How Travis Chappell’s parents contributed to his interest in entrepreneurship
- Why Travis decided on podcasting as a means for building a network and helping others to do it too
- Most memorable episodes of Build Your Network
- Resources available such as Cool People Cool Places.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Travis Chappell is a podcast consultant and professional connector. He is the founder of World Class Media, a full stack podcast production company specializing in helping busy entrepreneurs produce world class podcasts that pay. In addition to being featured in Entrepreneur, NASDAQ, and ReadWrite, Travis has also been featured in Forbes as a top ten podcast that will change your life alongside of Joe Rogan, Gary Vaynerchuck, Tim Ferriss, and six other awesome podcasters. He is the creator and host of both World Class, a podcast that reverse engineers what it takes to be World Class at what you do and Build Your Network, a Top 25 Business podcast dedicated to helping entrepreneurs cultivate genuine relationships the right way.
Website
https://travischappell.com/podcast/
LinkedIn
Facebook
Join Johnathan Krueger on the Build Your Network Podcast as he is interviewed by host, Travis Chappell. In this episode, Jonathan shares why he opted for an internship as opposed to a traditional college experience. Hear how he cut his teeth on entrepreneurship by selling mortgages and learn about a touching experience that helped shape the way Jonathan views money.
IN THIS EPISODE:
Travis Chappell interviews Jonathan Krueger on the Build Your Network Podcast. In this episode, Jonathan shares why he opted for an internship as opposed to a traditional college experience. Hear how he cut his teeth on entrepreneurship by selling mortgages and learn about a touching experience that helped shape the way Jonathan views money.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Travis Chappell is the founder, and host of Build Your Network. He has made it his mission to help a million people cultivate genuine relationships the right way.
From his podcast, he’s picked up on techniques and strategies that will help ditch the fear of networking, avoid becoming Networking Ned, and build genuine relationships that will unlock the next level in your life.
travischappell.com
Build Your Network Podcast
Johnathan Krueger is interviewed on the SharkPreneur Podcast by host, Seth Greene. In this informative Sharkpreneur episode, learn how to make a business stand out in a crowded market. Seth and Jonathan discuss taking pride in guiding clients to make informed decisions, avoiding costly mistakes, lowering their taxes, and increasing estate size. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
During this episode you’ll hear:
- How you should work using your strengths and not your weaknesses.
- There is Energy Management for you and your body as well as energy management for your finances as an entrepreneur.
- Why it’s important to be intentional in how you guard your personal energy.
- As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors’ clients with advanced wealth preservation and legacy continuance strategies.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Kevin Harrington is the inventor of the infomercial, one of the original sharks from the hit tv show shark tank, and has generated over 5 billion dollars in TV and digital direct response sales.
Seth Greene is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of The Year Nominee, and the founder of Market Domination LLC.
The SharkPreneur Podcast
On today’s show we will be talking to Clark Sheffield & Jace Mattinson, co-hosts on the podcast, Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires.
During this episode you’ll hear:
- When Jace & Clark’s interest in saving and building personal wealth started and who their greatest influences were
- The motivation behind starting their podcast, Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires.
- Key messages Clark and Jace aim to convey through their podcast about wealth & wealth attainment
- There was a NYC firefighter with a side hustle who, at the time, was worth about $1.4 million dollars. Learn the strategies he deployed to gain that level of wealth.
- There was a 60s female who now has a net worth of $5.5 million and yet never earned more that $82,000 in a year. Find out how she was able to achieve that.
- Learn how to adjust your strategies considering the historic losses in the market over the last five to six weeks.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Clark is a CPA and completed his undergrad in accounting from Brigham Young University and his Master’s in accounting from Notre Dame University. Clark started his career with KPMG and now manages the accounting and finance for a multi-family real estate investment and property management firm. Clark and his wife reside in New York City.
Jace graduated in accounting from Brigham Young University and started his career with PwC. He's an active CPA, and current CFO. Jace and his wife reside in Austin, Texas.
Millionaires Unveiled: The Stories and Strategies of Everyday Millionaires
Clark Sheffield's Facebook
Jace Mattinson's Facebook
On today’s show Jonathan Krueger is interviewed by Traci DeForge, host of the podcast Journey To There, and founder of Produce Your Podcast. Traci shares her insights on observing Jonathan’s powerful leadership principles in action and how his core values are reflected in all areas of his business. Jonathan goes in depth regarding his philosophies around leadership, financial and spiritual growth and how his focus on family and core values impacted him in starting and running his business in St. Louis, Missouri. What if everyone ran their business and their lives based on these 3 core values? Excellence, Relentless Implementation and Empowerment. Listen as Jonathan Krueger, explains how his personal journey has influenced his visionary role as a leader.
During this episode you’ll hear:
- The story behind naming Living A Richer Life by Design and why it’s significant to the intersection of personal & business growth
- Traci DeForge shares her insights on observing Jonathan’s powerful leadership principles in action and how his core values are reflected in all areas of his business.
- Excellence, Relentless, Implementation, and Empowerment are the 3 core values of Lionsgate Advisors.
- Hear insights on how the authenticity of connecting to the community can make an impact on business growth while making a difference in the community.
- Learn about the Caring Matrix and how Jonathan implements it in his personal, professional and spiritual life.
- How does financial planning integrate into your personal and business life?
- Work out of a place of your strengths and not your weaknesses.
- Be intentional in how you guard your personal energy.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors,LLC, a Registered Investment Representative and a Registered Representative withLion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Traci's 29-year professional career reflects a unique combination of Broadcast Media, Executive Management & Fortune 500 Business Consulting. This powerful combination led to founding Produce Your Podcast, a premier podcast consulting & production agency providing a comprehensive, full service high quality solution to incorporating podcasting into B2B and B2C clients overall digital marketing strategy.
Traci is recognized as an international podcast expert, sought after speaker and media contributor. She’s been featured on ABC, CBS, NBC, CNN, CTV and Fortune.com, American Express Open and is a contributor for Inc.com and the Podcast Business Journal.
From early stage startups to her work with Fortune 500 companies including Google, Hilton, Weight Watchers International, Microsoft and British Airways, Traci’s expertise identifies successful business development opportunities for innovative growth.
She taps into her passion for creativity by running PODHIVE.com, an online community providing education, encouragement and support for podcasters. She is the host of the podcasts, Journey to There, Business Brokerage Podcast and Talking Finance.
LinkedIn, Instagram
Resources from the show:
Profit First , Secrets of the Millionaire Mind
IN THIS EPISODE
Join Jonathan Krueger as he interviews Dr. Todd Frisch, DC. Todd founder of SHAPE ReClaimed, about “ReClaiming” your life and author of Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis.
During this episode you’ll hear:
- The reason behind writing a book about facial diagnosis.
- The book, Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis, is for more than health practitioners. Teachers, lawyers, financial planners, salespeople, sports recruiting, and job recruitment can use this book as a guide.
- Find out who can benefit from facial diagnosis and how to order a book
- Learn if faces change depending on a person’s health or life events.
- The hardest part of reading faces or what takes the most practice
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Dr. Todd Frisch, founder of SHAPE ReClaimed, about “ReClaiming” your life and author of Why the Face: A Practical Guide to Understanding Health & Personality Through Facial Diagnosis.
Shape Reclaimed
Company Facebook
Lionsgate Show Notes
IN THIS EPISODE
On today’s show we will be talking to George Grombacher. George Grombacher is a consultant, podcaster, writer and speaker. On this show, we talked about the imperative and invaluable role perspective plays in our lives, turning liabilities into income producing assets and the challenges our country is facing in terms of debt with Jonathan Krueger CEPA, Founder and Owner of Lionsgate Advisors and a podcast host. Listen to learn about the importance of asking “what’s the purpose of my money!”
Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
George Grombacher is a consultant, podcaster, writer and speaker. He is the cofounder of the Figure it Out podcast, host of the Money Savage podcast the creator of Money Alignment Academy and the President of Financial Consulting Professionals. He is included on Investopedia‘s list of the Top 100 Financial Advisors for 2019.
GeorgeGrombacher.com
Show Notes
IN THIS EPISODE
On today’s show we will be talking to Seth Greene. Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of the Year Nominee, and the founder of Market Domination, LLC. Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington. He is also the author of seven best-selling books including his latest book, Market Domination for Podcasting.
During this episode you’ll hear:
• Seth Greene’s experience as a financial rep with A.G. Edwards and how he began his career in marketing.
• The details of why his first step to success was to eliminate cold calling.
• How his marketing approach is different from traditional marketing taught in college.
• Learn about direct response marketing. What is it and how does it work? (Particularly for those who don’t have unlimited marketing means.)
• The best practices and strategies do you use and suggest to others for effective lead generation?
• Other traditional practices (like cold calling) to avoid
• The three things Seth Greene does every day to grow and to find the right mindset for success. Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC.
Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Seth is the world’s #1 trusted authority on cutting edge direct response marketing, a best-selling author, the only 3x Marketer of the Year Nominee, and the founder of Market Domination, LLC. Seth is the co-host of the SharkPreneur podcast with Shark Tank’s Kevin Harrington. He is also the author of seven best-selling books including his latest book, Market Domination for Podcasting.
LinkedIn
Market Domination LLC
Clone Yourself Software
IN THIS EPISODE:
Recently on The Millennial to Millionaires Podcast, Paris Grant interviewed Jonathan Krueger, co-founder of LionsGate Advisors.
During this episode, you’ll hear:
- Jonathan’s inspiration to get into the finance industry
- His passion for helping clients getting out of debt, becoming debt free and aligning himself with the best interests of his clients.
- How healthy is the wealth management industry?
- Investment advice for Millennials
- When should Millennials start building an estate planning team?
- How to know the person you are working with has your best interest at heart?
- Three pieces of advice for listeners.
The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES
Jonathan Krueger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor license and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors' clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
LionsGate Advisors is seen as the “advisors’ advisor” and is the only fee-based wealth management firm in the St. Louis area that quarterbacks key strategies for converting tax liabilities to assets. Our clients are affluent individuals, business owners and family offices who want to build great prosperity for a greater purpose.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.
Join Jonathan Krueger as he interviews Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day
IN THIS EPISODE:
On today’s show we will be talking to Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day.
During this episode you’ll hear:
- Why 18% of the people in the U.S. suffer from anxiety on a regular basis
- How mindfulness is a secret to joyful living and what keeps folks from following through on practicing mindfulness
- How meditating with chocolate works
- Why “crazy wisdom” is the backdoor to happiness and what that means
- Why happiness is a life skill
- The importance of developing “fierce compassion”
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Dr. Diane R. Gehart, Ph.D., author, an award-winning professor of Counseling and Family Therapy at California State University, Northridge, and a practicing psychotherapist. Her new book is Mindfulness for Chocolate Lovers: A Lighthearted Way to Stress Less and Savor More Each Day
On today’s show we will be talking to Coach Jim Johnson who has more than 30 years’ experience developing winning high school basketball teams, including 428 career victories which has led to numerous championships and rewards for his teams and for himself. Perhaps his most notable victory is when he inserted his autistic student-manager Jason McElwain (J-Mac) into a game and the rest is history relative to the lives that have been touched since.
That experience and success has put Coach Johnson in high demand as a motivational speaker and an author.
During this episode you’ll hear:
- What motivated Jim Johnson to become a high school basketball coach.
- What the gesture of bringing his autistic team manager, Jason McElwain (T-Mac) into Greece Athena’s final home basketball game meant to T-Mac and the fans of Greece Athena
- When Jim became associated with Coach Donavan and what led him to write this forward
- Why defining your mission, setting goals, and persevering are critical steps in one’s planning process
- The importance of sharing your success with others and believing in miracles
- The importance of defining your passion
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Jim Johnson is a high school basketball coach and the Author of the book, “A Coach and a Miracle.” Based on what transpired in a few short moments in early 2006, Coach Jim Johnson is now an authority on the subject of realizing your dreams. In his many public-speaking appearances, the Rochester, New York resident relates his role in a basketball game that got Hollywood calling. He also emphasizes the importance of teamwork and sportsmanship, delivering his talks with a heartfelt style that has brought audiences to their feet.
Coach Johnson has developed winning high-school basketball teams for 30 years, taking over three losing varsity programs and turning them into winners in short periods of time. Of his 428 career victories, one in particular will surely never be duplicated.
On Feb. 15, 2006, Coach Johnson made the kindhearted gesture of inserting his autistic manager, Jason McElwain, now known to the world as J-Mac into Greece Athena High School’s final home game, which the Trojans won 79-43. J-Mac scored 20 points in just over four minutes, including six three-point baskets, to become an instant national celebrity. Coach Johnson, also, was featured in major news outlets around the country.
To make the Hollywood ending complete, Greece Athena captured the first Section V title of Coach Johnson’s career a few weeks later.
Join Johnathan Krueger as he interviews Wade Pfau. Wade Pfau, Ph.D., CFA, RICP, is a Professor of retirement income in the PhD in Financial and Retirement Planning program, Co-Director of the New York Life Center for Retirement Income, and the RICP® program director at The American College of Financial Services.
Dr. Pfau is a co-editor of the Journal of Personal Finance. He has spoken at the national conferences of organizations for financial professionals such as the CFA Institute, FPA, NAPFA, AICPA-PFP, and AFS. He also publishes frequently in a wide variety of academic and practitioner research journals and his research has been discussed in outlets that include print editions of The Economist, The New York Times, The Wall Street Journal, and Money Magazine.
During this episode you’ll hear
- How Wade Pfau’s advise and practices stand out in the retirement space
- Two fundamentally different philosophies for retirement income planning
- How probability-based philosophy, as you describe it, is better understood by the public than the safety-first approach
- The characteristics of the probability-based approach
- Inherent risks of the probability-based approach that can sidetrack folks before and during their retirement years
- Lesser known ways to use insurance to help with retirement planning and execution that
- The types of risks that can be mitigated in retirement using a safety-first retirement planning approach
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Wade D. Pfau, Ph.D., CFA, RICP, is the curriculum director of the Retirement Income Certified Professional designation and a Professor of Retirement Income at The American College of Financial Services in King of Prussia, PA. As well, he is a Principal and Director for McLean Asset Management. He holds a doctorate in economics from Princeton University and publishes frequently in a wide variety of academic and practitioner research journals on topics related to retirement income.
He hosts the Retirement Researcher website, and is a contributor to Forbes, Advisor Perspectives, Journal of Financial Planning, and an Expert Panelist for the Wall Street Journal. He is the author of the books, Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement, How Much Can I Spend in Retirement? A Guide to Investment-Based Retirement Income Strategies, and Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
Join Johnathan Krueger as he interviews Jeff Struecker. Jeff is a decorated soldier, pastor, author and former U.S. Army Ranger. At age 18, he enlisted in the United States Army as Infantryman and retired as a Chaplain with over 22 years of active federal service. In 2017, he was inducted into the US Army Ranger Hall of Fame.
He served for ten years in the 75th Ranger Regiment in positions from Private to Platoon Sergeant. While serving in this unit Jeff competed in and won the David L. Grange Best Ranger Competition in 1996. He taught ROTC at the University of Louisville and was recognized in 1998 as the US Army ROTC, Noncommissioned Officer of the year. Jeff spent his final ten years in the US Army serving as a chaplain in Airborne and Ranger units.
During this episode you’ll hear
- Why Jeff Struecker decided to become an Army Ranger and the training he had to go through
- Jeff’s experience at the Battle of Mogadishu, which later was portrayed in the movie, Black Hawk Down. Tell us about that experience and the effort that was made to rescue Private Todd Blackburn during that battle.
- What The David L. Grange Ranger competition is
- What it’s like being a ROTC teacher, from the point of view of someone who in 1998, was recognized as the U.S. Army ROTC Non-commissioned officer of the year
- The duties and opportunities that are part of being a chaplain to our troops
- A summary of the book, The Road to Unafraid, and what inspired it.
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Jeff Struecker is pastor at 2 Cities Church in Columbus, GA. He a was a decorated soldier. At age 18, he enlisted in the United States Army as an Infantryman and retired as a Chaplain with over 22 years of active federal service. In 2017, he was inducted into the US Army Ranger Hall of Fame.
He served for ten years in the 75th Ranger Regiment in positions from Private to Platoon Sergeant. While serving in this unit, Jeff competed in and won the David L. Grange Best Ranger Competition in 1996. He taught ROTC at the University of Louisville and was recognized in 1998 as the US Army ROTC, Noncommissioned Officer of the year. Jeff spent his final ten years in the US Army serving as a chaplain in Airborne and Ranger units.
Throughout his career, Jeff has attended numerous professional military schools and has received many awards and commendations. Some of his awards include the Ranger Tab, Combat Infantryman’s Badge, Pathfinder Badge, Master Parachutists Wings, Military Freefall Master Parachutist Wings, several foreign jump wings and the Combat Action Badge. He has been awarded other commendations and decorations throughout his military career.
Jeff holds a Ph.D. from Southeastern Baptist Theological Seminary in Wake Forest, NC. He also has several other earned and honorary degrees. Jeff is an award-winning author with five books in print. He and his wife, Dawn, have five children and two grandchildren.
On today’s show we will be talking to Kevin Knebl, International Speaker, Author, Trainer, and Executive Coach whose clients include individuals and small, medium, and Fortune 500 companies. He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.
Kevin is the coauthor of "The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking" (McGraw-Hill).
During this episode you’ll hear:
- How “selling” is undergoing a revolution and to sell successfully in the new marketplace, we in sales must accept these changes and acquire the new skills needed to acquire new customers
- Why it is now important to become a marketer first and a seller second
- What makes LinkedIn important in the sales and marketing world
- Why one should reconsider and use Facebook and Twitter in prospecting and sales efforts
- What makes blogging and effective tool
- How to attract attention to your online presence
- How to use online resources to continue your communications with your prospects
- A blueprint to integrate social media habits into your workday
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Kevin Knebl, CMEC is an International Speaker, Author, Trainer and Executive Coach whose clients include individuals and small, medium and Fortune 500 companies. He's an in-demand, leading authority on Social Selling, Relationship Marketing, LinkedIn and Twitter with a healthy dose of Inspiration, Transformational Insight, and Humor blended in for conferences, conventions, company trainings, and many other events.
Kevin is the coauthor of "The Social Media Sales Revolution: The New Rules for Finding Customers, Building Relationships, and Closing More Sales Through Online Networking" (McGraw-Hill). Kevin is also a contributing author of "Learn Marketing with Social Media in Seven Days" (Wiley). Kevin’s background includes being the top salesperson for four different companies in four different industries including being the top salesperson in the world for an international consulting company with over 300 salespeople in 15 countries. He has trained hundreds of organizations and tens of thousands of professionals on the most profitable uses of LinkedIn, Social Selling, and Relationship Marketing since 2004.
On today’s show we will be talking to Tom Rogerson. Tom is the CEO of the GenLeg Company, a company dedicated to helping to create generational legacy and co-founder of The Family Legacy Council. As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education.
During this episode you’ll hear:
- Why family wealth as well as family businesses that have their advent in the first generation often don’t last to and through the third generation and beyond
- Primary factors that cause these failures
- Why family culture isn’t addressed and why the 2nd and 3rd generations are often excluded in family wealth planning and legacy discussions
- Six steps to healthy family governance
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
As a recognized leader and pioneer in family governance throughout the world, Tom uses his “6 Steps to Healthy Family Governance” to assist families with communication, philanthropic vision, legacy planning, succession, and education. Tom incorporates these critical issues into a client’s comprehensive wealth management plan, not only helping to prepare the money for the family, but to also prepare the family for the money.
He brings more than three decades of experience to the wealth management industry where he has provided guidance and education to families, helping them transition significant capital, both tangible and intangible, from one generation to the next.
Prior to starting his private practice, Tom was with Wilmington Trust, bringing his wealth management expertise as both a speaker and motivator to not only families but to Wilmington’s client-facing teams. He helped Wilmington integrate Family Governance into the fabric of the client relationship, from introduction to full implementation. He created unique messaging utilizing both the Challenger Sale and the SPIN model to motivate prospects, centers of influence, clients, and internal teams towards his integrated approach in managing family wealth.
Previously, Tom was Managing Director of Family Wealth Services for BNY Mellon, National Director of Estate Tax Planning with State Street Global Advisors in Boston, and Director of Financial and Estate Tax Planning with Coopers and Lybrand. He holds a bachelor’s in Economics from Ithaca College.
Tom is a much sought after international speaker on the topic of family governance, family education and family philanthropy for wealthy individuals, family offices and entrepreneurs. Engagements include: The Young Presidents Organization, The World Presidents Organization, Harvard University Business School, Tiger 21, The Lincoln Center, Yale University, Dallas Theological Seminary, Vistage, Museum of Modern Art, The Nature Conservancy, New York Botanical Garden, The Dallas Foundation, The New York Community Trust, The Boston Foundation, as well as many other organizations.
On today’s show we’re going to explore the folklore associated with Christmas and New Year’s and talk about those traditions in the St. Louis region. We’ve brought back Dr. John Oldani, St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix. John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen.
During this episode you’ll hear:
- Why folklore is so significant in shaping and defining a culture
- How folklore also shapes customs, superstitions, habits, and languages
- Some of the common and maybe not so common folklore and traditions associated with Christmas
- How the folklore of Christmas differs in other countries of the world from what we characteristically observe in the United States
- Some of the folklore associated with New Year’s both abroad and here in the U.S.
- Common traditions in the St. Louis area
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Dr. John Oldani is a St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix. John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen.
On today’s show we will be talking to Bill Treasurer, a workplace expert, courage pioneer, and author of Courage Goes to Work: How to Build Backbones, Boost Performance, and Get Results. Founder of Giant Leap Consulting, a consulting and training company specializing in courage-building, he advises organizations—including NASA, eBay, Lenovo, Saks Fifth Avenue, Spanx, the U.S. Department of Veterans Affairs, and the Pittsburgh Pirates—on teaching workers the kind of courage that strengthens businesses and careers.
During this episode you’ll hear:
- How Bill was a high diver who was afraid of heights and how that prepared him for his current career and the company he founded, Giant Leap Consulting
- His inspiration behind his book, Courage Goes to Work
- How he got interested in the topic of courage
- Why courage is a virtue and it’s fundamental to having a successful career
- If courage is about saying “yes” to any risk in front of you
- The relationship between fear and courage, and how can we manage our fear
- The 3 different “behavioral buckets” of courage
- Who he considers to be a courageous leader and why
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Bill Treasurer is the Chief Encouragement Officer (CEO) of Giant Leap Consulting, Inc. He is the author of international best-seller Courage Goes To Work, which introduced the new management practice of courage building and Leaders Open Doors, which became the #1 leadership training book on Amazon. All royalties from Leaders Open Doors are donated to programs that support kids with special needs.
Bill has designed leadership and succession programs for emerging and experienced leaders for NASA, Saks Fifth Avenue, UBS Bank, Walsh Construction, Spanx, the Pittsburgh Pirates, the U.S. Department of Veterans Affairs, and many others.
Bill holds a Master’s degree from the University of Wisconsin and a Bachelor’s degree from West Virginia University where he attended school on a full athletic scholarship. In addition to being an author & a business owner, Bill is a former U.S. High Diving Team captain, a cancer survivor, and the father of three children.
Join Jonathan Krueger as he discusses what makes LionsGate Advisors stand out in a crowded market. He shares his belief that traditional wealth management and the industry is broken at a consumer and advisor level. He will also discuss how consumers not only expect but demand a fiduciary role overlays all actions and objective advice. How LionsGate believes gaining clarity on clients purposes and in catering to clients goals is paramount for accelerating the impact of their wealth.
On today’s show we will be talking to Mike Michalowicz, author of Clockwork, Profit First, The Pumpkin Plan, Surge & The Toilet Paper Entrepreneur. He’s also the founder of Profit First Professionals and co-founder of Provendus Group.
During this episode you’ll hear:
- What made him see the path to write Profit First and how it has affected his personal life and businesses
- The fatal mistake of developing a profit plan AFTER getting your business rolling
- Tips on how to use the ideas behind Profit First in your personal life and change the way you live and your relationship to money
- How and why Profit First throws out the paradigm ‘buy term and invest the rest’
Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Representative and a Registered Representative with Lion Street Advisors, LLC member SIPC. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
IN THIS EPISODE:
On today’s show we will be talking to Dr. John Oldani, St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix. John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen.
During this episode you’ll hear:
- How folklore so significant in shaping and defining a culture such as customs, superstitions, habits, and languages
- The derivation of folklore
- How family folklore impacts generations within a family
- Some of the lore associated with our great state and the St. Louis region
- The significance of establishing Crown Candy Kitchen in St. Louis
- Excerpts of lore, lingo, and the lighter life from his book the Gateway City
- Roots of Halloween and some of the lore surrounding it
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Dr. John Oldani is a St. Louis native, author, 30-year full professor of American studies and folklore at SIU-Edwardsville as well as visiting professor in countless colleges and universities in the U.S. John has appeared as a regular guest and host on KMOX and KTRS radio in St. Louis and has also been featured as a guest expert on folklore on radio stations in Boston, Chicago, LA, and Phoenix. John created and wrote Johnny Cash’s radio program called, American Folklore, and has been a keynote speaker to hundreds of organizations over his career. John has authored no fewer than seven books including, Sweetness Preserved, the Story of the Crown Candy Kitchen.
On today’s show we will be talking to Rob McClanaghan, the NBA’s most sought-after trainer. He shares a behind-the-scenes look at how superstars like Stephen Curry, Kevin Durant, Derrick Rose, Russell Westbrook, and Kevin Love work to excel at their game.
Rob has worked with everyone from Steph, KD, John Wall, and Westbrook to little-known journeymen who never made it to the NBA. His book, Net Work paints the story of a college walk-on who became one of the most instrumental behind-the-scenes figures in basketball.
During this episode you’ll hear:
- What he did mentally and physically to make himself ready for a second attempt at making a basketball squad
- How he became a sought-after skills trainer in the NBA
- His experience playing under legendary coach at Syracuse, Jim Boeheim
- How he was able to attract the type of college talent to move his career forward
- The characteristics of “The Grind” means and how he credits it for getting him into the college game and how he believes that without it, most talented players could come up short
- Where the title of his book, Net Work, came from and what the name implies
- How what he teaches as a coach to NBA players translates to us in business and at home
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Resources:
Rob Mac is regarded as THE Premier NBA skills development trainer in the game today. With over fifteen years of experience helping elite athletes hone their skills and realize their full potential, Rob has cultivated his brand as a trusted NBA ‘insider’ creating customized, comprehensive training programs for serious, results-driven players of all levels. His clientele ranges from elite high school and college athletes to some of the best known NBA players in the world.
Rob played college basketball at Syracuse University where he was a three-year basketball letterman. After playing in 3 NCAA Tournaments, and winning a Big East Championship, he moved on to coach basketball at the University of South Florida before exclusively preparing players for the NBA Draft and regular season.
Rob currently trains some of the top players in the NBA, including MVPs Derrick Rose, Kevin Durant, Steph Curry and Russell Westbrook. Rob has also worked with Kevin Love, Al Horford, John Wall and Candace Parker and dozens of other notable players.
Rob has built his unique personal brand by leveraging three main principles that resonate not only in the sports arena but the boardroom as well. These three pillars of success run as parallel traits seen in any successful business leader…understanding and leveraging the power of NETWORKING, RELATIONSHIPS and PROFESSIONALISM. A bi coastal resident, Rob calls Rhode Island his home and spends the summer months (the NBA off season) primarily in Los Angeles to train his high profile NBA clientele.
On today’s show we will be talking to Detective Christopher Muench, Bureau of Criminal Investigations with the Chesterfield, Missouri Police Department.
During this episode you’ll hear:
- Steps to confronting our cyber threats
- Understanding the threat of cybersecurity
- What we can do to fight back against the threat
- Emergency services available and how we respond to an attack
- How we can keep our own security awareness skills up to date
- Opinion on cryptocurrencies
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
On today’s show we will be talking to Claudette Rowley, CEO of Cultural Brilliance and author of Cultural Brilliance: The DNA of Organizational Excellence. She is a certified coach through the Coaches Training Institute, a certified partner for the CultureTalk Survey, the creator of the Cultural Brilliance System™ and hosts a globally syndicated radio show.
During this episode you’ll hear:
- What inspired Claudette to write the book Cultural Brilliance
- The definition of brilliant cultures and why they are important
- The biggest cultural challenges she is seeing in companies today
- Warning signs to tell if your culture is in trouble
- Cultural Brilliance System, what it is and how it helps organizations
- What authentic cultures are
- The definition of Adaptogen Design
- How historical culture can impact present-day efforts
- The best ways to integrate cultural change
- What the role of leadership has in company culture
- Why leaders have a hard time assessing—and addressing—their cultures
- The best way for leaders to participate in creating a brilliant culture
- The biggest mistakes leaders make regarding their organizational culture
- Why we need to adapt to change more quickly and skillfully
- What a “cultural safety zone” is
- Current cultural trends
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Claudette Rowley, Cultural Brilliance CEO, is a change management consultant, cultural designer, and executive coach. Claudette is passionate about helping leaders and organizations resolve complex organizational problems in ways that honor the intelligence of their cultural system and the brilliance of their people. She helps organizations create cultures that pro-actively adapt to change in ways that decrease stress, inspire learning, and promote organizational health.
For the almost 20 years, Claudette has consulted, trained and coached executive leaders and teams at Fortune 500 companies, small businesses, higher education, and start-ups to create a pro-active and innovative workplace culture that delivers outstanding results throughout all areas of an organization.
Claudette’s background includes experience working with technology companies such as Medtronic, Cell Signaling Technology, and Reveal Imaging, educational institutions such as Boston University School of Law and MIT, as well as non-profit organizations, and small businesses. In addition, Claudette leads systemic cultural transformations and coaches individuals and teams to manage conflict and communicate strategically in a wide range of complex situations such as systemic conflict, business partner and co-leader disputes, and disruptions resulting from rapid organizational or cultural changes. Since 1993, she has designed organizational programs that solve complex problems, receive high reviews, and create buy-in and engagement.
On today’s show we will be talking to Brian Bredensteiner, a local St. Charles businessman and CPA who is a current executive vice president at First State Bank in St. Charles, MO. Brian has a long history of ministry involvement and has a heart for missions as you’ll hear in this podcast.
During this episode you’ll hear:
- Brian explains Water From Afar and what critical purposes it serves
- The genesis to the creation of this missional organization and who is “Shoe Man” and how he got connected
- What led Brian in to wanting to be involved in this mission
- The steps to develop this idea into a fully functioning missional organization
- Why this work is so critical to the lives of the people in areas such as Kenya
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Brian recently joined First State Bank as executive vice president of retail and customer engagement. He leads innovation efforts to enhance the customer experience with new technologies and digital resources. A CPA with 27 years financial industry experience, Brian holds a B.S. of Business Administration from the University of Missouri-St. Louis. He is active in the St. Charles County community with board and volunteer service to professional, civic, non-profit, and faith organizations.
On today’s show we will continue our discussion with Van Mueller, an internationally renowned speaker and writer. Van has been in the insurance industry for more than 46 years and during that time has won many distinguished industry awards and has been involved in many insurance and investment-related organizations. Van’s monthly newsletter, “7 Ideas & Views” is subscribed to by thousands of insurance and investment advisory professionals and is a mainstay here at LionsGate Advisors. Van has recently appeared as one of the experts in the film documentary, The Power of Zero, The Tax Train is Coming, which was produced by his good friend David McKnight who authored the book, The Power of Zero. Along with David McKnight, Van will be a keynote speaker at our LionsGate Family Wealth Symposium here in St. Louis on August 23.
During this episode you’ll hear:
- Who this is the greatest time ever for and what reason
- Impending issues we’ve been addressing in these podcasts with their clients and prospects
- General strategies that advisors can equip their clients and prospects with
- How cash value life insurance, when applied properly, can help individuals mitigate an increasing tax environment
- How moving assets out of taxable and tax-deferred buckets is a worthwhile strategy over the next couple of years while taxes are at relatively low rates
- Advantages of owning annuities and the kinds of annuities that should be considered
- How long-term care insurance has changed over the years and why would it be important to consider it
- Suggestions to get started in creating a plan to mitigate the effects of what many believe is coming and what do they need to be seeking from their advisors
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
January 2019 marks Van’s 46th year as an insurance agent. He is an author and speaker all over the country, and now all over the world, and recently has been featured in The Power of Zero documentary.
Van is an acclaimed expert on insurance, finance and annuities and has written many articles for various publications including the “Close” for Retirement Advisor. He also produces a monthly newsletter.
On today’s show we will be talking to Van Mueller, an internationally renowned speaker and writer. Van has been in the insurance industry for more than 46 years and during that time has won many distinguished industry awards and has been involved in many insurance and investment-related organizations. Van’s monthly newsletter, “7 Ideas & Views” is subscribed to by thousands of insurance and investment advisory professionals and is a mainstay here at LionsGate Advisors. Van has recently appeared as one of the experts in the film documentary, The Power of Zero, The Tax Train is Coming, which was produced by his good friend David McKnight who authored the book, The Power of Zero. Along with David McKnight, Van will be a keynote speaker at our LionsGate Family Wealth Symposium here in St. Louis on August 23.
During this episode you’ll hear:
- What motivates Van to author a monthly newsletter to advisors
- Topics covered in the newsletter that helps advisors think and do more effectively
- Examples of questions advisors can use to engage clients to think through some of the key issues that could affect their prosperity and retirement years
- Signs that might indicate that a much larger economic disaster for this country is on the horizon
- Current conditions of Social Security, Medicare, and Medicaid and what is likely to happen to each without some deep and massive reform taking place and/or an infusion of large amounts of new tax revenues
- Key things that Uncle Sam and the States spend money on like the interest on the debt, infrastructure, homeland security, defense, pensions, and what is likely to happen to these areas
- How this will impact taxpayers in the future
- The impact this is going to have an Americans who have saved for their retirements and have worked hard to build up their tax-deferred accounts like their IRAs and 401(k)s, specifically for that purpose
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
January 2019 marks Van’s 46th year as an insurance agent. He is an author and speaker all over the country, and now all over the world, and recently has been featured in The Power of Zero documentary.
Van is an acclaimed expert on insurance, finance and annuities and has written many articles for various publications including the “Close” for Retirement Advisor. He also produces a monthly newsletter.
On today’s show we will continue our discussion with David McKnight the author of The Power of Zero and the book, Look Before You LIRP. The Power of Zero has sold 185,000 copies and recently was made into a full-length documentary film. As president of David McKnight & Company, he mentors hundreds of financial advisors around the country who specialize in the Power of Zero retirement approach. David has been featured in scores of national publications and radio programs including The New York Times, Fox Business Network, Bloomberg Radio, and MarketWatch just to name a few. If you missed the first podcast of this topic, we invite you to go back and access it through our website.
During this episode you’ll hear:
- Recap of the 3 different tax buckets: taxable, tax-deferred, and tax-free
- Assets make up the tax-deferred bucket
- Why the majority of Americans have their assets in the tax-deferred bucket
- David’s recommendations for the optimum amount that should be included in the tax-deferred bucket
- What vehicles would be classified as tax-free
- Why so many Americans find themselves with perhaps the lowest percentage of their assets in the tax-free category
- How cash value life insurance falls into the tax-free bucket and how it works
- David’s recommendations to get started in creating a plan to move assets from the first two buckets to the tax-free bucket
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.
On today’s show we will be talking to David McKnight the author of The Power of Zero and the book, Look Before You LIRP. The Power of Zero has sold 185,000 copies and recently was made into a full-length documentary film. As president of David McKnight & Company, he mentors hundreds of financial advisors around the country who specialize in the Power of Zero retirement approach. David has been featured in scores of national publications and radio programs including The New York Times, Fox Business Network, Bloomberg Radio, and MarketWatch just to name a few.
During this episode you’ll hear:
- David’s motivation for writing The Power of Zero and subsequently having the film documentary produced
- What is the Gathering Storm and how our country finds itself in the midst of it
- How to get to the 0% tax bracket and transform your retirement
- Why our government has been so reluctant to exercise more fiscal responsibility
- The unfunded obligations of the Federal government and many state governments and what that means in the future in terms of taxes
- How much time we have to act in our current historically low tax rates
- What are the 3 different tax buckets: taxable, tax-deferred, and tax-free and in which one(s) most American wage earners tend to collect their assets over the course of their lives
- Recommendations for how much someone should have in each tax bucket category
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
David McKnight graduated from Brigham Young University with Honors in 1997. Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio, Huffington Post, Reuters, CNBC, Yahoo Finance, Nasdaq.com, Investor’s Business Daily, MarketWatch and numerous other national publications. His bestselling book The Power of Zero has sold over 140,000 copies and the updated and revised version was published by Penguin Random House. When it was launched in September of 2018, it finished the week as the #2 most-sold business book in the world. This book was recently made into a full-length documentary film, also entitled The Power of Zero. As the President of David McKnight & Company, he mentors hundreds of financial advisors from across the country who specialize in The Power of Zero retirement approach. He and his wife Felice have seven children.
Join Jonathan Krueger as he interviews Henry Hutcheson, President and Founder of Family Business USA and has 25 years of experience in business management and global family business consulting across a range of industries and is a veteran of a family business himself. He is a frequent corporate and university speaker, as well as a columnist and writer for the News & Observer, Charlotte Observer, Nursery Retailer, The State, and Family Business Magazine. He has been quoted in the Wall Street Journal, Crain’s, and other business and trade magazines. His new book is Dirty Little Secrets of Family Business (3rd edition): Ensuring Success from One Generation to the Next.
IN THIS EPISODE:
On today’s show we will be talking to Henry Hutcheson, President and Founder of Family Business USA and has 25 years of experience in business management and global family business consulting across a range of industries and is a veteran of a family business himself. He is a frequent corporate and university speaker, as well as a columnist and writer for the News & Observer, Charlotte Observer, Nursery Retailer, The State, and Family Business Magazine. He has been quoted in the Wall Street Journal, Crain’s, and other business and trade magazines. His new book is Dirty Little Secrets of Family Business (3rd edition): Ensuring Success from One Generation to the Next.
During this episode you’ll hear:
- What inspired him to write Dirty Little Secrets of Family Business
- What “dirty little secrets” means
- Why family businesses are not really structured to last past a generation or two
- The handicaps third generation business owners face that keep them from running the business successfully and honor the traditions of the business
- What brings on the sense of entitlement the founders’ children feel
- How to mitigate that sense of entitlement
- The single toughest challenge for a family business
- What happens when there’s no one to take over leadership of the family business
- The smartest way for a family business to plan for succession and where to start
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
The Source: Henry Hutcheson has 25 years of experience in business management and global family business consulting across a range of industries, and is a veteran of a family business himself. He is a frequent corporate and university speaker, as well as a columnist and writer for the News & Observer, Charlotte Observer, Nursery Retailer, The State, and Family Business Magazine.He has been quoted in the Wall Street Journal, Crain’s, and other business and trade magazines. His new book is Dirty Little Secrets of Family Business (3rd edition): Ensuring Success from One Generation to the Next. Learn more at www.familybusinessusa.com.
On today’s show we will be talking to Kourtney Whitehead, a consultant to many top executive recruiting firms and consulting companies as well as a sought-after speaker. Kourtney’s site, SIMPLYSERVICE.org is an online community focused on the creation of spiritually-centered work lives. Her new book, Working Whole, shares how to unite one’s spiritual and work lives.
During this episode you’ll hear:
- What inspired her to write Working Whole
- How the working world often conflict with people’s spiritual beliefs
- The core beliefs missing in today’s business culture
- Some barriers that people face in trying to bring their spiritual beliefs into work
- How to integrate a spiritual belief into one’s work life
- The importance of having a strong work community and how best to cultivate them
- Suggestions for anyone unhappy in their work lives
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Kourtney Whitehead has focused her career on helping people reach their work goals, from executive searches to counseling to career transitions, through her positions at top executive recruiting firms and consulting companies. Her site, SimplyService.org, is an online community focused on supporting the creation of spiritually centered work lives. She is a sought-after speaker and podcast guest. Her new book, Working Whole, shares how to unite spiritual and work life. Learn more at SimplyService.org.
On today’s show, join Jonathan Krueger and Mark Ralfs as they discuss the topic of biblical finances.
During this episode you’ll hear:
- The view of today’s society about finances
- What the Bible says about money
- The truth about poverty mindset
- What stewardship means
- Understanding being good stewards of what you have and the responsibility of good stewardship
- What is the difference between tithe and offerings?
- What covenant practice means
- Poverty or scarcity mindset
- Social imprint on our lives and how to reset it
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Jonathan Krueger started LionsGate Advisors with a vision of creating a truly exceptional experience for his clients. Since 2000, Jonathan has invested in the personal finance industry and has held several executive management positions throughout his career. As a fiduciary, Jonathan maintains his Series 65 Uniform Investment Advisor registration and uses his intricate knowledge of insurance and investment solutions to provide LionsGate Advisors' clients with advanced wealth preservation and legacy continuance strategies. He also maintains his Life & Health licenses in various states.
Jonathan takes pride in guiding his clients to make informed decisions, avoid costly mistakes, lower their taxes, increase estate size and find money falling through the cracks. Jonathan attributes his success to the high priority he places on being a good steward of the assets entrusted to his care.
In addition to private wealth management, Jonathan holds his Certified Exit Planning Advisor (CEPA) designation to evaluate value acceleration and succession planning for business owners and C-level executive teams. As a business owner, Jonathan understands the importance of combining the concept, effort, and process of succession planning for business owners into a clear, simple strategy. He collaborates to build a business that is highly valuable and transferable through strong human, structural, customer, and social capital.
Raised in Texas and a long-time resident of Colorado, Jonathan and his wife Andrea moved to St. Louis in 2014. Outside of the office, Jonathan can be found spending time with family or enjoying the great outdoors playing a round of golf.
On today’s show we will be talking to John Ruhlin who is the world’s leading authority in maximizing customer loyalty through radical generosity. He is the founder and author of Giftology and has been featured in Fox News, Forbes, Fast Company, Inc., and the New York Times.
During this episode you’ll hear:
- Timeless practices that foster an attitude of gratitude
- What “refer ability” means and how professionals can use it
- The motives for him to write, “Gift-ology”
- The essence of the message conveyed in the book
- The first thing that professionals should do to begin implementing “Gift-ology” as a way of life
- Habits he developed to help him succeed and grow his business and influence
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
John Ruhlin is the world’s leading authority in maximizing customer loyalty through radical generosity. He is the founder and author of Giftology and has been featured in Fox News, Forbes, Fast Company, Inc and New York Times. While becoming the #1 performer out of 1.5 million sales reps for one of the world’s most recognizable brands, John developed a system of using generosity to gain access to elite clients and generate thousands of referrals. He and his firm now help automate this process for individuals and organizations like UBS, Raymond James, DR Horton, Keller Williams, the Chicago Cubs, and Caesar’s Palace. John and the Giftology team can help any individual turn their clients into their own personal sales force to drive exponential growth.
On today’s show we will be talking to David Fischer, co- founder of the human flourishing mission in St. Louis, Gateway to Flourishing. David is also an executive coach and new director of Risk Management and Insurance Program at the University of Missouri Trulaske College of Business.
During this episode you’ll hear:
- David shares about his executive coaching practice and how he got involved with the University of Missouri and his position in the college of business
- He shares his role with Elevate St. Louis and it’s endeavor in the St. Louis area
- How the idea for Gateway to Flourishing come about and what inspired the effort
- The factors that are holding St. Louis back, particularly in the North City and North County neighborhoods
- What is needed to grow flourishing neighborhoods in the disadvantaged areas of St. Louis
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Dave began his career as an accountant after obtaining his BS in Business at the University of Evansville. He later received his MBA from Indiana University’s Kelley School of Business in 1988. He then embarked on a long career specializing in investment management for insurance companies. Dave spent 16 years as an executive with and consultant to Lincoln Financial Group. And later nine years with Reinsurance Group of American, the last six as their Executive Vice President and Chief Investment Officer. His focus over the years in insurance asset/liability management has enabled him to become an expert in insurance products, risk management, and insurance company balance sheet management.
In 1983, Dave became a Certified Public Accountant (CPA) and a Chartered Financial Analyst in 1991. In 2017 he completed all but the experience requirement for the Professional Certified Coach designation with the International Coach Federation.
Dave is excited to be sharing his knowledge and experience with the students and Advisory Board as the current Director of the Trulaske College of Business Risk Management and Insurance Program at the University of Missouri Columbia.
On today’s show we will be talking to Ben Weaver, founder of the organization, Adventurous Faith.
During this episode you’ll hear:
- What motivated Ben to train for, participate in and finish such an arduous event as the Ironman Triathlon at the age of 22.
- How everything in his life was “on point” at that time but it was really out of balance
- The “hole in his soul” and how he felt lonely, isolated and lacked confidence
- His experience as a youth pastor and why he ultimately quit that job to pursue his dream
- Why men seem to have a bigger issue with balance, isolation and confidence despite having it seemingly “all together” on the outside
- Several key resources for men, including coaching support and why they’d be helpful in this journey that many men face
- What men can do to get started on this new journey
IN THIS EPISODE:
On today’s show we will be talking to Rodrigo Gordillo, Co-Founder, Managing Partner & Portfolio Manager of ReSolve Asset Management and co-author of the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad.
During this episode you’ll hear:
- How growing up in Peru and migrating to Canada in the late 80s was a formative period in his life as it pertains to his career choice
- How this impacted how he chose to look at the investment problem
- His unique approach to risk management that goes beyond being global and focusing on momentum
- The types of portfolios likely to produce positive results for investors during this stretch in the current equity market
- Why so many investment advisors still hold tightly to the traditional methods and trends
- Potential impacts that investors who are moving from the accumulation phase to the distribution phase of their lives experience
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Rodrigo is a Co-Founder, Managing Partner & Portfolio Manager of ReSolve Asset Management and has over 13 years of experience in investment management.
He has co-authored the book Adaptive Asset Allocation: Dynamic Global Portfolios to Profit in Good Times – and Bad (Wiley) as well several whitepapers and research focused on adding new insights to the quantitative global asset allocation space. Rodrigo began his career on the institutional side with John Hancock before transitioning to the ultra-high net worth space at a boutique wealth management firm. Subsequently, Rodrigo, along with his partners, Mike and Adam, continued to evolve their quantitatively focused investment methodology as Portfolio Managers at Macquarie Private Wealth and Dundee Goodman Private wealth before launching ReSolve Asset Management in 2015.
Specialties: Adaptive Asset Allocation, Global Tactical Asset Allocation, Asset Allocation, Global Market Portfolio, Risk Parity, Systematic Investing, Momentum Investing, Portfolio Optimization, & ETFs.
On today’s show we will be talking to Greg Atchison, Chair of the C12 Group of Greater St. Louis.
During this episode you’ll hear:
- Greg explains what C-12 is and how he became involved with it
- What differentiates C-12 from the many similar secular organizations that offer help to & support for business owners and entrepreneurs
- The C-12 Peer Advisory Group and its primary participation vehicle for C-12 members
- The types of ongoing support and resources provided to members outside of the peer advisory group setting
- How all of Greg’s past experience and education have prepared him for his current role with C-12
- “Creating Crazy Customer Loyalty” and exactly what it means
- Steps listeners can take to create crazy customer loyalty
- Greg’s message to business owners and entrepreneurs striving to build and sustain successful businesses
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Chair for the C12 Group of Greater St. Louis, an executive roundtable exclusively for Christian business owners and their leadership teams.
Greg came to the C12 with a breadth of experiences that includes co-leading a P&L responsible for a $50+ million business employing 350 people, leading a R&D team charged with developing next generation training technologies, and overseeing more than 350+ technicians supporting a wide variety of military aircraft. His most recent efforts have been in the area of leadership development and executive coaching, where he was involved with the development of Boeing's emerging leaders, senior managers and executives from around the globe.
Greg has a Ph.D in Organization and Management with a specialization in leadership, he has served as an adjunct professor with Embry-Riddle Aeronautical University and he holds a Professional Certified Coach credential from the International Coach Federation.
On today’s show we will be talking to Dale Kreienkamp, author of “How Long, O Lord, How Long?” a book of devotions for the unemployed and those who love them.
During this episode you’ll hear:
- Dale explains what motivated him to write his book
- Why unemployment is an issue during an otherwise good economy
- Why it is difficult for some people to find jobs
- The demographic that is most vulnerable to finding themselves suddenly unemployed
- Common emotions & reactions for someone who loses his/ her job unexpectedly
- The importance for people to “re-invent” themselves and/ or re-orient themselves to the job market throughout their careers
- Practical steps he prescribes for folks who suddenly find themselves unemployed and need to start the search for another job
- Personal steps someone can take to deal with the emotion of losing a job
- What things you can do to provide support for someone who has lost their job suddenly
- Dale’s one key message to those who unexpectedly find themselves unemployed
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Dale Kreienkamp is a Human Resources professional of 40 years who has served as an executive in the health care industry and as lead of a successful consulting practice.Dale has also served as a volunteer leader on numerous boards of directors, as well as in his home church.Dale has experienced a personal journey of unemployment twice when, each time, his positions were eliminated in organizational restructuring. These personal experiences created a desire within him to help others impacted by unemployment through inspirational devotions.
On today’s show we will be talking to Ashley Nanney, CEO of Vitality Consultants and Director of Culinary Development at SHAPE Reclaimed.
During this episode you’ll hear:
- Ashley explains what an Anti-Inflammatory (AI) lifestyle is and who can benefit from it
- The types of doctors she partners with to support this type of lifestyle
- Surprising and dramatic differences she’s seen in those who follow this lifestyle
- Stumbling blocks people experience in making a nutritional lifestyle change
- One action you can take today to make less inflammatory choices
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
"I started this business with one goal in mind: To make it as easy as possible for people to manage weight, reduce inflammation and increase their vitality. A true pay it forward mission.
After becoming very ill in 1998, I was awakened to the idea of restoring my health through nutrition and functional medicine. I had no other choice at the time. My daughter was two years old and I was informed that I was going to die if something didn’t change quickly. I was in and out of the hospital on a weekly basis and not sure there was any hope. I felt that I had done this to myself. It honestly seemed easier to keep gaining weight and give up than to even try to lose the weight. I was sick, tired, 97 pounds overweight, and honestly, I felt hopeless.
I think hearing that I was actually going to die caused something to click. I wanted to be there to see my daughter grow up. I became passionate about researching food, nutrition, and wellness. With the help of functional medicine, I changed my diet and started to see positive results. It took several years, but I finally was feeling and looking well again. Naturally, everyone wanted to know how I did it.
This began my journey as a personal chef preparing meals in client’s homes and grew over time to a St. Louis based meal delivery and coaching and educational company serving thousands of clients across the nation.
In 2018, we closed the St. Louis meal delivery side of the business to focus on our nationwide coaching and educational supports.
We currently work hand in hand with functional medical professionals nationwide to provide their patients the additional support necessary to increase vitality and support their treatment plans.
Vitality Consultants, LLC is my opportunity to pay it forward. It is the opportunity to support people who are facing inflammatory conditions, weight or health issues in their journey toward feeling better and experiencing the vitality they are meant to enjoy. It’s the opportunity to help support our nations health naturally, by rolling up our sleeves and working together. In short, to make a difference every day big or small. If we can support your vitality, it is our pleasure to do so.”
IN THIS EPISODE:
On today’s show we will be talking to Carrie Burggraf, Home Care Liaison for Home Care Assistance of Missouri about some considerations as we each approach end of life, including hospice and palliative care.
During this episode you’ll hear:
- What the period, “end of life” means
- The difference between Hospice and Palliative Care
- The benefits of Hospice care
- What services are covered under medical insurance
- Various services that are helpful during Hospice
- Clarifying misconceptions about Hospice
- Effectiveness of an advanced directive
- The one message she shares about end of life with families
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Carrie grew up on a college campus, Alderson Broaddus University, and left home as an adult with three degrees. She thought she would be a teacher but fell in love with Anatomy and Physiology, which started her journey as a physician assistant. After working in women’s health and family medicine, she specialized in geriatrics and internal medicine because she thinks older people have so much to contribute.
While raising kids, Carrie was very active with her kids in the Rockwood School District, at SLUH and at Washington University in St. Louis. Today, when she isn’t working with inspiring clients who need help at home, she loves to cycle, bake homemade cinnamon rolls and apple pie, and travel with her husband to visit their adult sons on the East Coast.
On today’s show we will be talking to Dr. Cyndi Blalock, owner of Cardinal Dental in St. Peters, Missouri.
During this episode you’ll hear:
- Her biggest challenges being a woman owning her own practice
- How the dentistry business is changing, and how private practice owners compete
- Her journey on growing a purposeful, productive and profitable business
- Effective marketing tips for attracting new patients and growing your practice
- Finding balance as a business owner, wife, mother and Doctor
- Resource for women entrepreneur doctors, “She Grows Her Practice”
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Dr. Blalock completed her Bachelor of Science degree at Southeast Missouri State University in Cape Girardeau, MO and completed her Doctor of Dental Surgery training at the University of Missouri-Kansas City School of Dentistry. During her training she completed an externship in oral and maxillofacial surgery at Truman Medical Center.
Dr. Blalock is an active member of the American Dental Association, as well as the Missouri Dental Association and Greater St. Louis Dental Society. She has spent time at the Missouri Capitol educating Missouri state representatives and senators about issues effecting the field of dentistry. She also writes a column that appears in The Arch magazine and is proud to provide dental care to the service men and women in the Army, Navy, and the Missouri National Guard.
Her husband Rick is a doctor of chiropractic and the owner of Cardinal Physical Medicine, located next door to Cardinal Dental.
On today’s show we will be talking to Tabetha Sheaver, who is the founder of Plus Delta 314, which specializes in the execution of well-designed internal communication strategies that drive organizational change and increase user adoption on technology initiatives.
During this episode you’ll hear:
- Tabetha shares her entrepreneurial journey
- The differences being a woman creates in the entrepreneurial world
- Risks she has taken in her entrepreneurial pursuit
- The one question she asks herself everyday
- What she would tell her younger self about the pursuit of an entrepreneurial path
- Common pitfalls for startups and entrepreneurs
- Qualities or personality traits that are important in being an entrepreneur and how to know if you have them
- She shares about change management and user adoption
- The keys to her success
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Tabetha is the founder of Plus Delta 314, which specializes in the execution of well-designed internal communication strategies that drive organizational change and increase user adoption on technology initiatives.
After years of consulting and coaching individuals and companies on how to implement technology systems, her passion for understanding the “why” lead her to a deep study of psychology and alternative methods of driving change, such as neurolinguistics programming. Combining “self-help” change theories with real world business challenges, she has helped hundreds of users feel empowered in their business and personal lives.
Tabetha holds a Project Management Professional certification and is a member C12, as well as a leader of the local CRM user group community in St. Louis, Missouri. She is a much sought-after workshop leader, drawing on her personal experience from working directly on hundreds of technology change initiatives.
She has delivered practical yet innovative tips on how to motivate and identify barriers to change and dovetails project management with organizational change management for a holistic approach to the people side of technology. Having experienced many of the pitfalls that most technology project teams experience, she is able to proactively communicate what to expect to assist people in mitigating risk and prepare their people for the change. Tabetha also frequently speaks at corporate events and at leading industry conferences such as CRMUG Summit.
On today’s show we will be talking to Carrie Burggraf, Home Care Liaison for Home Care Assistance of Missouri.
During this episode you’ll hear:
- The issues an individual would want the senior community to solve
- When is a senior community not the best solution
- Questions one should ask when considering different senior communities
- When a person or couple has needs that extend beyond what the community can handle
- When a resident gets sick and can no longer make their way out of the building (pathway to safety), what happens to their residency
- Amenities that are available such as transportation to appointments
- How to hold your place in the community for your lifetime and under what circumstances can money back be returned
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Carrie grew up on a college campus, Alderson Broaddus University, and left home as an adult with three degrees. She thought she would be a teacher but fell in love with Anatomy and Physiology, which started her journey as a physician assistant. After working in women’s health and family medicine, she specialized in geriatrics and internal medicine because she thinks older people have so much to contribute.
While raising kids, Carrie was very active with her kids in the Rockwood School District, at SLUH and at Washington University in St. Louis. Today, when she isn’t working with inspiring clients who need help at home, she loves to cycle, bake homemade cinnamon rolls and apple pie, and travel with her husband to visit their adult sons on the East Coast.
Join Jonathan Krueger as he interviews Kathy Broska a corporate communication consultant and speechwriter...and also the author of deliberate…a book that’s essentially about helping us live with a lot less stress and a lot more purpose in life.
IN THIS EPISODE:
On today’s show we will be talking to Kathy Broska a corporate communication consultant and speechwriter...and also the author of deliberate.
During this episode you’ll hear:
- What led her to write deliberate and how it is structured in to six chapters that represent the pillars of the deliberate life.
- The biggest challenge for people when it comes to having a more deliberate, more intentional life.
- Where we start if we want to begin the process of ditching the distractions in our lives.
- Practical ways to begin living less distracted.
- Two “unseen” distractions that can creep up on us.
RESOURCES:
Kathy Broska is a corporate communication leader with proven success in collaborating with C-suite executives to drive business results. An experienced change agent, she has played a key role in helping global organizations successfully communicate during mission-critical events, ranging from financial transactions such as IPOs and mergers & acquisitions, to internal culture changes driven by leadership transitions or major human resources initiatives.
In her first book, deliberate, Kathy makes the leap from business writer and communication strategist to author. Through lessons learned during an overwhelming season of her consulting career, God ignited her passion to break the pattern of busyness so prevalent in our culture, and ultimately share her experiences in hopes of helping others to do the same.
As a self-professed recovering perfectionist, Kathy has learned to refocus on what matters, release what doesn’t, and find restoration in the only thing that truly satisfies: doing life with Jesus. In her spare time, she loves hanging out with her husband and snuggling with their Golden Retriever. She doesn’t do well at sitting still and has a healthy weakness for green juices, mountain sports, and the exploration of both new and familiar places.
[Kathy earned a Master of Arts in Business Management from Webster University and a Bachelor of Arts in Communication from William Jewell College.]
Private Placement Life Insurance and Annuities are unregistered products and not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Join Jonathan Krueger as he interviews Carrie Burggraf, Home Care Liaison for Home Care Assistance of Missouri.
IN THIS EPISODE:
On today’s show we will be talking to Carrie Burggraf, Home Care Liaison for Home Care Assistance of Missouri.
During this episode you’ll hear:
- What brought Carrie to Home Care Assistance
- What the Silent Generation is and some of their challenges as it relates to home care assistance
- Some of the signs older adults are struggling with
- The impact on family members caring for loved ones (spouses, children in the Sandwich Generation and caregiver burnout)
- Community resources helpful to older adults
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
RESOURCES:
Carrie grew up on a college campus, Alderson Broaddus University, and left home as an adult with three degrees. She thought she would be a teacher but fell in love with Anatomy and Physiology, which started her journey as a physician assistant. After working in women’s health and family medicine, she specialized in geriatrics and internal medicine because she thinks older people have so much to contribute.
While raising kids, Carrie was very active with her kids in the Rockwood School District, at SLUH and at Washington University in St. Louis. Today, when she isn’t working with inspiring clients who need help at home, she loves to cycle, bake homemade cinnamon rolls and apple pie, and travel with her husband to visit their adult sons on the East Coast.
Join Jonathan Krueger as he interviews Lucas Rouggly the Founder and CEO of LOVEtheLou, a nonprofit dedicated to creating a movement of restoration, working to reverse the negative trends of poverty and racism, in the City of St. Louis. IN THIS EPISODE: On today’s show we will be talking to Lucas Rouggly the Founder and CEO of LOVEtheLou, a nonprofit dedicated to creating a movement of restoration, working to reverse the negative trends of poverty and racism, in the City of St. Louis. During this episode you’ll hear: * How LOVEtheLou got started * Various programs that LOVEtheLou have developed * The vision for LOVEtheLou * Ways volunteers of LOVEtheLou are making a difference * Stories of the lives that have been impacted by LOVEtheLOU
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: Lucas and Alana Rouggly moved to North St. Louis with their family 8 years ago. Their immediate goal was to show simple actions of love to neighbors and this quickly became the heartbeat of newly formed non-profit called LOVEtheLOU. Over the years, thousands of STL dwellers joined in this movement to bring about restoration to one of the least desirable places to live in our great city. Lucas is driven by a passion to see our city relationally unified. His faith in Jesus continually comes up in conversation, but his heart for serving others has helped LOVEtheLOU make a great impact in our city.
Join Jonathan Krueger as he interviews Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning. IN THIS EPISODE: On today’s show we will be talking to Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning. During this episode you’ll hear: * Whether life insurance should be considered its own asset class. * The first step in identifying the right insurance. * What anomalies Aaron’s team has found in the market. * When you should consider a premium finance option. * The pro’s and con’s of using a premium finance solution without a wealth management team. * How Private Placement Life Insurance policies are being designed and who should be aware of them. * The tax efficiencies of building a retirement plan using life insurance.
Join Jonathan Krueger as he interviews Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners. IN THIS EPISODE: On today’s show we will be talking to Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners. During this episode you’ll hear: * Scott share his personal knowledge of value acceleration and exit planning. * What’s changed the most about the Exit Planning business in the last 5 years. * Exciting opportunities that business owners face right now as they are building their businesses in today’s marketplace. * How business owners differentiate themselves from other businesses in the eyes of the “buyer” when they are ready to sell their business. * 11 actions that an owner must take to rapidly grow value and unlock wealth. * Obstacles business owners face that may keep them from reaching a successful exit.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: Scott Snider, VP of the Exit Planning Institute. Scott also is the Operating Partner at Snider Premier Growth, Inc. a private investment firm which has equity in seven different companies in the education, digital marketing, technology and real estate marketplaces amongst others. Scott is a nationally recognized young entrepreneur. He started his first business at the age of 17 which he operated for eight years and successfully sold in 2010 to establish SPG with his father and partners. He has been featured nationally on ABC News Now, is a recipient of the Crain's Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under 40 Award, The M&A Advisor 40 Under 40 Emerging Leaders Award and the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.
Join Jonathan Krueger as he interviews Jim Sandidge, principal of The Sandidge Group, LLC.
On today’s show we will be talking to Jim Sandidge, a principal of The Sandidge Group, LLC. Jim is a published author and thought leader in the industry. During this episode you’ll hear: * What inspired Jim to write the abstract, “Adaptive Distribution Theory.” * Jim’s journey of writing the abstract. * Present challenges retirees face today and what issues may concern them. * Investor Psychology: What’s the worst that can happen? * The 4M’s that retirees want in light of the Adaptive Distribution:
a. Maximize current cash flow b. Maintain their standard of living c. Minimize cash-flow risk d. Minimize principal erosion * How managing the accumulation of wealth is far different from the management of the distribution of wealth.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: After graduating from Western Kentucky University with Honors in History, Jim Sandidge obtained his Law Degree and Master’s Degree in Business from the University of Denver. He is the principal of The Sandidge Group LLC and during his twenty-five years in the financial services industry has served in Sales, Sales Management and Product roles for multiple asset-management companies. He is the author of the book Risk, Psychology and Retirement Income: Why Conventional Wisdom Is Wrong about Wealth Distribution and What the Research Really Shows. His paper, Adaptive Distribution Theory, published in the December 2016 issue of The Journal of Investment Consulting, earned him the Edward D. Baker III Journal Research Award which honors the author of an original article that represents the best writing for the previous year germane to the investment management consulting and/or private wealth management professions and published in The Journal of Investment Consulting. He has been a frequent speaker at industry conferences and investor events.
Join Jonathan Krueger as he interviews Tim Kneen, Founder of Lumina Consulting. IN THIS EPISODE: On today’s show we will be talking to Tim Kneen, Founder of Lumina Consulting. During this episode you’ll hear: * How the financial services industry has struggled to develop innovative retirement-income solutions. * What Adaptive Wealth Management means. * The recurring theme and the key to retirement-income solutions. * Adaptive distribution ideas utilized in the market environment we see today. * Why during the distribution or income stage of one’s financial life should they NOT over-focus on inflation. * How the market correction impacts someone in retirement and how AWM works to mitigate these types of corrections. * Fees, fees and more about fees.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: Tim began providing financial consulting services to institutional investors and select families over 30 years ago. He began at Dean Witter and became one of the youngest Vice President’s in its history. He went to enjoy a 20+ year career with Citigroup, where he became a Director with Citi Institutional Consulting. Just before Citigroup became owned primarily by the US Government, United Bank of Switzerland recruited he and his team to join. He later founded IFAM Capital, a firm started with his longtime partner Clayton Hartman from Citigroup and UBS and grew that firm into one of top 100 Registered Advisory Firms/Wealth Management firms in the country as measured by Fidelity. During those years Tim helped develop the investment methodology’s, created the “Known Return” portfolio, and lead business development. At his retirement IFAM was billing in excess of $10 million in annual revenue and was managing well over a billion dollars. His experience is unique in that few firms of this size have accomplished the “triple crown” successfully. Moving between wire-house firms, from a wire-house to an independence, and then successfully transitioned that firm to the next generation of advisors within the firm. He has grown a firm from a few hundred thousand in annual revenue to over $10 million using both organic and acquisition related growth. He was at the forefront of building unique income sources away from traditional wealth management and being able to look outside the box for solutions. Few advisors have this “Real Life Experience.” While at IFAM, Tim and his team have received numerous awards. He was elected President of the Association of Professional Investment Consultants (APIC), and has served on the association’s chair of both the Research and Evaluation and Conference Committees. He has been awarded the associations highest honor, the Tom Gorman Award, to acknowledge his service to the industry. Tim was also awarded the prestigious “40 Under 40 Award” by the Denver Business Journal, naming him as one of the top 40 young entrepreneurs in the Rocky Mountain Region. He is recognized as one of the “Top 100 Consultants in America” in Barron’s, #1 Consultant in Colorado by the Denver Business Journal, “Top 1,000 Advisors” by Barron’s, NABCAP Premier Advisor for Financial Planning and as one of the top Consultants by Research magazine. Tim is a regular speaker at national conferences, a published author and is regularly interviewed in the media on the economy and investment topics. Tim’s experience working outside of financial services is likely behind his success in working inside financial services. Tim has been quoted saying, “Until you as an advisor have truly sat in the same chair as your client how can you understand what is best? How do you advise them on how to develop or manage their business, sell or transition their business, unless you have done the same? Tim has started five companies, taken a company public and sold the other companies to both synergistic and financial buyers. He has been a successful real estate developer, as well as business owner of manufacturing, sales and marketing and distribution companies. He has owned/managed in industries as diverse as scrap metal, to golf to fashion. This “Real Life” experience gives him the background to be able to consult to business owners from many walks of life about how to grow their companies, whether or not to seek monetization of their life's work and if so how, as well as working with Family Offices in managing the transition of wealth and knowledge to the next generations. Today Tim continues to share these “Real Life” experiences with other entrepreneurs across the country through private consulting and speaking engagements with his firm Lumina Consulting. Tim completed his undergraduate work at the University of Denver. He is involved with his church, as well as with several local and national charities. He has co-founded and chaired events, including the Red Lady Ball, the Denver Victims Rock and Roll, Sunrise Africa, SaddleUp! Foundation and many other events. Tim enjoys golf, skiing, tennis and mountain climbing, among many other sports. Tim is married with two children and resides at Colorado Golf Club.
Join Jonathan Krueger as he interviews Corey Hoffstein, Co-founder & CIO at Newfound Research, a financial technology and product innovation company that provides quantitative investment research.
IN THIS EPISODE: On today’s show we will be talking to Corey Hoffstein, Co-founder & CIO at Newfound Research, a financial technology and product innovation company that provides quantitative investment research and author of Red Blooded Risk and article During this episode you’ll hear: * For most investors, long-term “failure” means not meeting one’s financial objectives. * In the portfolio management context, failure comes in two flavors. “Slow” failure results from taking too little risk, while “fast” failure results from taking too much risk. In his book, Red Blooded Risk, Aaron Brown summed up this idea nicely: “Taking less risk than is optimal is not safer; it just locks in a worse outcome. Taking more risk than is optimal also results in a worse outcome, and often leads to complete disaster.” * A third type of failure, failing very fast, occurs when we allow behavioral biases to compound the impact of market volatility (i.e. panicked selling near the bottom of a bear market). * In the aftermath of the global financial crisis, risk management was often used synonymously with risk reduction. In actuality, a sound risk management plan is not just about reducing risk, but rather about calibrating risk appropriately as a means of managing risk of both slow and fast failure.
RESOURCES: Corey is co-founder and Chief Investment Officer of Newfound Research, a quantitative asset management firm that specializes in risk-focused tactical asset allocation. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University. Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Join Jonathan Krueger and as he interviews Rick Boxx, the founder and CEO of Integrity Resource Center, a nonprofit dedicated to training and equipping leaders to do business God's way.
IN THIS EPISODE: On today's show Jonathan Krueger will be talking to Rick Boxx about the story being unconventional business. During this episode you’ll hear: * Rick share his commitment to help people gain awareness around using the Bible in practical ways to do business. * An deep dive into the five keys to growing a business God’s way * Hear Bill’s insight on doing business as a ministry in today’s marketplace * How a founder grew a 3 billion dollar high tech company by allowing his priority of spending time with God guide his business growth strategy * The importance of feeling a sense of purpose associated with your job or your business
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. Resources Rick is the President and Founder of Unconventional Business Network. In addition to his more than 10 years in the nonprofit world he has experience as a management consultant, entrepreneur, banker, and CPA. The last 15 years, under Rick’s leadership, Unconventional Business Network has helped over 15,000 business leaders integrate their Christian faith in the workplace.
Join Jonathan Krueger as he interviews Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP.
IN THIS EPISODE: On today’s show we will be talking about the trends in Estate Planning. I’d like to welcome our guest Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP. During this episode you’ll hear: * The most prominent issues currently affecting estate planning. * Does everyone need a trust and/or a will? * Other important documents everyone should have. * What joint ownership with a child or children means for an estate plan. * The role of life insurance in a plan. * What role charitable giving plays.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES: Douglas A. Copeland is a founding member of the firm. He primarily practices in the fields of education law, estate planning, probate and trust administration, commercial real estate transactions and corporate/business law. Mr. Copeland currently serves as general counsel to the Webster Groves School District, Missouri Baptist University and Missouri Baptist Children’s Home. He formerly served as general counsel for Missouri Baptist Medical Center, the Rockwood School District, the Valley Park School District, and the Cooperating School Districts of the St. Louis Suburban Area. For many years, Mr. Copeland has served as local counsel for the American Society of Composers, Authors and Publishers (ASCAP). Mr. Copeland currently is a member of the Boards of Trustees of Missouri Baptist Medical Center, Missouri Baptist Healthcare Foundation, a private charitable foundation and Kirkwood Baptist Church. He also serves as a member of the Audit Committee of BJC, the Board of Trustees of The Missouri Bar, the Planned Giving Council of the St. Louis Art Museum, and the St. Louis Estate Planning Council. Mr. Copeland served as President of The Missouri Bar and the St. Louis County Bar Association, and as a member of the ABA House of Delegates. He also served on the Missouri State Public Defender Commission from 2008 until 2016, serving as Chair from 2011 until 2016, and the ABA Missouri Death Penalty Assessment Team, 2010-12.
Join Jonathan Krueger as he interviews Dr. Todd and Linda Frisch, founders of SHAPE ReClaimed, about “ReClaiming” your life.
IN THIS EPISODE: On today’s show we will be talking to Dr. Todd and Linda Frisch, founders of SHAPE ReClaimed, about “ReClaiming” your life. During this episode you’ll hear: * Dr. Todd explains what SHAPE ReClaimed is and how it is effecting people’s health and well being. * What caused him to create SHAPE ReClaimed. * The inspiration to retire from his practice to create SHAPE. * What makes SHAPE ReClaimed different from other wellness programs. * Future Goals for the SHAPE ReClaimed program.
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.
Join Jonathan Krueger as he interviews Michael Tyrrell, author, musician, composer and producer at Wholetones, a music project “with a difference” in that it uses seven musical tones uncovered in the music of King David. IN THIS EPISODE: On today's show Jonathan Krueger will be talking to Michael Tyrrell, author, musician, composer and producer at Wholetones, a music project “with a difference” in that it uses seven musical tones uncovered in the music of King David. During this episode you’ll hear: * What Wholetones are and how they relate to musicians and music in general * How Wholetones frequencies different from regular music * The kinds of health conditions that are improved by consistently listening to Wholetones * Statistics of people suffering from sleep challenges and how listening to Wholetones helps them sleep better * How babies, children and pets benefit from listening to Wholetones * Stories from Michael’s listeners who have experienced healing from listening to Wholetones
Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance. RESOURCES Michael S. Tyrrell is the founder and president of Wholetones, Inc., a healing frequency music project that helps aid health, creativity, productivity and wellbeing. After recording seven songs at different frequency levels Michael had been studying for over 20 years, Michael released his album, Wholetones: The Healing Frequency Music Project accompanied by his book titled “Wholetones: The Sound of Healing” in 2014. Passionate about musical healing, Michael travels nationally and internationally as a key-note and motivational speaker on the power of therapeutic music. Since the release of the original Wholetones collection “The Healing Frequency Music Project”, Michael has released Wholetones 2Sleep, as well as Wholetones: Calming Music for Dogs and Wholetones Christmas, Volume 1. All of Michael's Wholetones recordings have reached the Top 10 on the Billboard music charts. Always connected to music, Michael bought his first guitar at the age of 10, which later lead him to study classical guitar with Joseph Lazarro, a protégée of the “grandfather of the classical guitar,” Andre Segovia. In recent years, Michael has traveled and ministered with Christian singer-songwriter, Jason Upton, and toured and recorded with Rick Pino and Fire Rain ministries. In 1987, Michael worked with Gospel Hall of Famer, Mylon Lefevre, and his band Mylon and Broken Heart, earning him a GMA Dove Award as well as a Grammy award. Michael has been in full time ministry for the last 26 years and has toured and played with many well-known Christian and secular bands. His experience as a youth pastor, worship leader, accomplished musician, producer and itinerant speaker has allowed his personal music frequency project to transcend international borders. Michael currently resides with his wife, Lillian, in Palm Beach County, Florida.