Dynamic Mapping: Recent Episodes
Jeff Mount
Dynamic Mapping is fast, intuitive, metaphorically visual and dynamic. "Visualize your financial future in ten minutes or less. Strategic thinking begins at minute eleven."Financial independence can be yours. Using a "sailing through life" metaphor, you can see whether your boat can reach port at the end of life's journey. Along the way, life will throw rough seas and sub-surface boulders at us (divorce, layoff, illness, etc.). We might also find tailwinds (inheritance, sale of a family business, etc.) that can push us to our destination faster. The Dynamic Map method is prepared to adapt to any of these situations. Pursue your family purpose with an essential family office. This exceptional experience is normally reserved for families with $50 million or more. We have scaled the experience for families who consider themselves "middle-class millionaires."
Whitney Hansen is a self-proclaimed "Money Nerd." Her unique focus on financial coaching through cash flow strategies and entrepreneurial endeavors is a refreshing change of pace for us at Dynamic Mapping.
Millennials have been accused of being terrible savers. I would argue, this group is not terrible at saving, but not terribly good at investing! In their defense, they witnessed two very traumatic events in the stock market (the dot com collapse and the credit crisis of '08). These experiences are bound to have an impact on their appetite for risk. Join us as we address these challenges and discuss possible solutions that are easy to implement.
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Join me as I welcome Derrick Kinney, host of the Good Money podcast and CEO of the Good Money framework to the Dynamic Mapping podcast. Although our methods have some contrast, our mission is the same - to help all Americans achieve financial freedom. Derrick's new book, "Good Money" is discussed in this episode and the conversation focuses on "glass half full" strategic thinking.
Are you looking to visualize your financial future in ten minutes or less? Join the Dynamic Mapping community by introducing yourself to us! Please complete the form at the bottom of the landing page: www.realintelligence360.com
Join us as we interview Phil Johnson, founder of the Masters of Business Leadership program and podcast host as we discuss the crucial need for emotional intelligence at all levels of every organization on the planet. "Our survival as a species depends on it," Phil Johnson.
Introduce yourself to Phil Johnson here: https://linktr.ee/PhilJohnson
Introduce yourself to Dynamic Mapping here: Home - Real Intelligence 360
This is the second episode in a series dedicated to alternative investments. As volatility dramatically increases in the stock market and as rates rise to challenge existing fixed income investments, middle-class millionaires will be searching for asset classes that have nothing to do with stocks and bonds. This group of investors is less interested in having a "blowout year" and more interested in a predictable return pattern so they can meet their investing objectives at the distribution date. Low or negative correlation between investments can help accomplish this, even the toughest of times. Enjoy our discussion with Chris Carsley and Brock Freeman of Kirkland Capital Group.
www.realintelligence360.com
www.kirklandcapitalgroup.com
Chris Carsley of Kirkland Capital joins us to inform our listeners (business owners, corporate executives, and financial advisors) on the significant alternative investment opportunities that are now available to middle-class millionaires. These unique opportunities are no longer reserved for the super-rich, but are available to support the essential family office experience, which we promote here at Dynamic Mapping. If you have ever dreamed of investing in venture capital, commercial real estate, long/short investments, etc., then this informative episode is for you!
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www.kirklandcapitalgroup.com
Happy New Year and welcome to season two of Dynamic Mapping! In an effort to support our financial wellness commitment this year, Sam Chrome has agreed to join us and share the good practices and historically bad practices around refinancing. If you are considering refinancing your home before rates climb substantially, this episode is definitely for YOU! If you have any questions for Sam, feel free to go to the website, www.realintelligence360.com and enter your contact information in the form at the bottom of the landing page.
Perhaps even join me? 2021 was a challenging year as we all adapted to life during a pandemic. I'm hopeful 2022 will be closer to normal for all of us and am committing myself to bringing even better tools to the Financial Wellness community. I share with you our insights into the areas where we succeeded in 2021, and where we missed. I will also share with you how we believe we can better connect with those folks who are not motivated by spreadsheets and graphs.
One of our favorite guests joins us with his review of the year 2021 and his predictions for 2022. Sam Stovall, chief investment strategist with CFRA Research, delivers his insights into inflation, the Federal Reserve and their tough choices ahead, as well as two stock picks to consider right now!
This is an inspirational interview with Jim Riley. Jim's entrepreneurial journey includes a tequila business with NBA All-Star Bill Walton, a successful podcast, called "The Answer is YES," and a consulting/coaching program for aspiring entrepreneurs.
Real Intelligence LLC publishes each episode with the purpose of helping middle-class millionaires (and those who aspire to be) bridge the gap between financial literacy and financial freedom! Join us each week as we introduce guests who bring new strategies and offer more resources to help you identify and execute your family purpose.
Join us to hear a rags to riches story from our friend Rennie Gabriel. Author, podcast host, adjunct UCLA professor and real estate investor Rennie Gabriel shares his thoughts on financial planning, risk management, and financial freedom due to multiple income streams.
Entrepreneurship is hard. Very hard! Many of our subscribers have indicated they are small business owners OR executives who are considering a side hustle. Zach shares his journey from sales out of the trunk of his car to entrepreneur of the year in Ohio. This is just one of the many millionaire stories we uncover from week to week.
Dynamic Mapping is fast, intuitive, metaphorically visual and dynamic. The ability to visualize your financial future in just ten minutes opens the door to the essential family office service model. This model is normally reserved for the ultra-high net worth family, but has now been scaled to help families who are considered middle-class millionaires to protect their wealth in multiple ways, restore their time, all while maintaining a high degree of discretion and privacy. To be introduced to these unique advisors, introduce yourself to us on the landing page of the website: www.realintelligence360.com.
This week we dive into the essential family office service model. This model is normally reserved for the ultra-high net worth, but we have scaled the opportunity down to the middle-class millionaire. This elite service model can preserve the family's wealth in multiple ways, restore their time to spend on their business and spend with their family and friends, all while maintaining a high degree of privacy and discretion. Join us as we explore the family purpose and set new expectations of your professional advisors.
www.realintelligence360.com
Christian Zebicoff (Romer Debbas LLP) www.romerdebbas.com
Can ESG investing alter bad behavior by big corporations? Will ESG investing keep investors from becoming fearful and behaving badly in bear markets? Do the six degrees of separation from Kevin Bacon apply here? Listen to find out more as we interview:
Josh Wilson, Progressive Investors Network
Jeff Mount, President/CEO of Real Intelligence LLC
www.realintelligence360.com
No excuses! Finding your unique path to financial freedom begins with finding the money to invest. Stephanie Holmes-Winton (CEO of cacheflo.co) shares with us how their software can eliminate the tedious task of budgeting and help most of us find investable assets we didn't know we had. The strategic combination of finding the money (cacheflo.co) and funding family obligations (Dynamic Map app) is a powerful combination that clearly identifies your unique path to financial freedom. This episode is a must!
50 things to do before you retire. It sounds like a daunting task, but Real Intelligence LLC is here to help. The new "Whoosh!" app provides a checklist of things to do that is adaptable to your desired lifestyle. Staying in your home? Downsizing? Moving to another region? This app will help guide you to a secure retirement no matter what decisions you make. Download today on the Apple app store or Google Play.
Attention business owners: do you sometimes struggle with cash flow? Who hasn't! David is a veteran consultant who can not only unlock that cash flow, but put a focus on profitability. Join us as he shares several case studies that took struggling operations to vibrant and thriving businesses.
This is the first interview with Mike Helgesen, who created this fast, intuitive, visual and dynamic alternative to traditional financial planning. Imagine being able to take back the 14 hours of time normally reserved for that financial planning process and, instead, begin strategic discussions about investing and managing risk in just minutes.
Mike also shares the key differences in his method that should increase everyone's confidence, even during the harshest bear markets. Please join us for one of the most important interviews we have ever done.
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Josh brings a combination of great advice for business owners and wit to keep all of us engaged. Whether you are running a small, family-owned, blue collar business or the next big Saas company, the advice Josh shares will impact you on a professional and personal level. Thanks for joining us Josh!
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Divorce. Dementia. Spendthrifts. Every family has its' challenges. Real Intelligence LLC often praises the benefits of an essential family office framework that is NOT reserved for the ultra-high net worth families. Dynamic Map trained advisors can certainly deliver this kind of experience to middle-class millionaires, and elivelihood.com delivers an amazing tool that helps to execute the family purpose and manage real-life challenges through technology that provides a high degree of transparency for those who need it.
To contact Real Intelligence LLC about Dynamic Map trained advisors, please reach out to us at www.realintelligence360.com.
Jill Lindgren can be reached at www.elivelihood.com.
The last few weeks have seen some big moves in the markets. Is it time to do something drastic? Sam Stovall, author of the "Seven Rules of Wall Street" is here to share his insights into the global economy and the stock market. If you are wondering what to do right now, this episode is for YOU!
www.realintelligence360.com
Are you a business owner? Business owners often consider their exit strategy but rarely have the resources to identify enough high quality buyers to successfully execute the strategy. Robert Burnett shares with us how the process can be fast (within 90 days) and effective due to their depth of research. Join us!
www.realintelligence360.com
How do you manage assets for growth when growth seems challenged? With interest rates and inflation likely rising over the next ten years, how can an investor meet their funding objectives for their family obligations?
website address: www.realintelligence360.com
email: info@realintelligence360.com
This week's episode interviews Mark Shore, Chief Research Officer, Shore Capital Research and adjunct professor at DePaul University in Chicago. The interview discusses trend following vs. fundamental approaches as well as the challenges investors might have with commodities ETFs.
www.realintelligence360.com
email: info@realintelligence360.com
Interview with Vitaly Veksler, CEO and portfolio manager of Beyond Borders Investment Strategies. This unique strategy is often only available through hedge funds at high minimums, but this particular strategy fits in nicely with our essential family office experience for middle-class millionaires.
The final part of our interview with Gabriel Burstein discusses applications for crypto investing as well as his predictions for the future of crypto currencies.
For anyone who is interested in understanding crypto currencies - what they are, how they work, why the volatility is so high, and how to apply them to your overall investment strategy - the next TWO episodes are for YOU! Gabriel Burstein joins us from Kryptoindex and shares his deep knowledge with all of us on this topic.
This episode goes deep into what makes Dynamic Mapping fast, intuitive, metaphorically visual and dynamic. The essential family office service model is also addressed to give everyone a heightened expectation of service, once they have achieved financial independence.
Enjoy!
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This week we interview John Iammarino from San Diego, CA. John shares his views of "simple" vs. "sophisticated" financial planning and the strategic challenges of retirement planning.
This episode explores the tools and strategies available to help financially independent families pursue their family purpose. Kevin Best joins us to discuss how philanthropy can help do good in the community and solve problems the family might not have even considered. Great tips in here! Introduce yourself to us: www.realintelligence360.com.
This episode we welcome John Harrington. John is a founding member of the essential family office client service model and an expert in exit strategies and succession planning for business owners. If you are a business owner and are looking at the proposed increase on capital gains taxes, you should listen to this episode! Introduce yourself to us: www.realintelligence360.com.
Join us as we explore the map to financial independence and the pursuit of your family purpose. Today we welcome Stephen Schiestel, professor at Michigan State University and Chief Investment Officer of Grand Capital Advisors. Introduce yourself to us: www.realintelligence360.com.
Introduction to Dynamic Mapping and the essential family office. "Visualize your financial future in ten minutes or less!" Strategic thinking begins at minute eleven! The method is fast, intuitive, metaphorically visual, and dynamic.
The essential family office preserves your wealth in multiple ways: from losses due to market drops, losses due to excessive taxation, and from frivolous and/or fraudulent lawsuits.
Introduce yourself to us: www.realintelligence360.com.