The Investor & Goal Setter Show: Recent Episodes

Spencer & Jesse

  • Who are we? - Join alongside two young guys on our journey to achieve our goals of financial freedom early on in life, shattering the myth that you can’t be wealthy until you’re 65. - What we will we cover? - All of the ingredients that create a growth mindset geared toward success, including goal setting, motivation, investing, & entrepreneurship. - What's in it for you? - If you want to take your capabilities to the next level and achieve incredible success, then this podcast is the absolute best place to be. Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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This week we hang out with Danny Ehlen, founder and CEO of Ehlen Analytics, a digital marketing company that has the goal of helping their clients get the most out of their digital marketing experience.  Not only do we talk about the essentials of digital marketing, but also the entrepreneurial story and background of Danny's incredible success.

In this episode:

  • Motivation
  • How to grow a business
  • How to continue providing superior service to clients as you grow
  • Danny's next big money move - a roofing business
  • Important lessons for aspiring entrepreneurs

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we dive into the topic of networking to create good quality relationships and open up REAL opportunities for your future.  Below are a few key points you'll definitely want to hear more about to grow and improve your networking skills:

  • The importance of networking
  • How to strategize for an event or contact
  • How to move past nerves if you're intimidated
  • How to lead a conversation without it being awkward
  • Establish a common ground and know the story

As always, don't forget to subscribe, hit the check button on Apple Podcasts, and give us a rating/review if you're enjoying and want to hear more money moves episodes!

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such. 

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In this episode we dive into the world of the stock market and cyptocurrencies.  Join us and listen in on this debate between Jesse and Spencer, the two co-hosts who have VERY DIFFERENT opinions on the topic.  

  • Which do we like better?
  • What are the pros and cons of each investment?
  • Deep dive into our investing philosophies

As always, don't forget to subscribe, hit the check button on Apple Podcasts, and give us a rating/review if you're enjoying and want to hear more money moves episodes!

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such. 

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Who are we?
Join alongside two young guys on our journey to achieve our goals of financial freedom early on in life, shattering the myth that you can’t be wealthy until you’re 65. 
What we will we cover?
All of the ingredients that create a growth mindset geared toward success, including goal setting, motivation, investing, & entrepreneurship. 
What's in it for you?
If you want to take your capabilities to the next level and achieve incredible success, then this podcast is the absolute best place to be. 
Subscribe to the show so you can stay up to date on all our money moves episodes!  Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such. 

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In this episode we will cover failure, how to use failure for your benefit, and creating your own personalized Keys to Success sheet that will guide you through your journey to financial freedom.

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over how to deal with failure and how to come up with great ideas that customers actually want. 

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we cover when you should learn and do the work yourself vs when you should hand it off to someone else and let them do the work.  This is extremely important so you can be as efficient as possible - because you know what we say - your most valuable assets are your time and mind.

Action to take: We discuss a tool you can use to determine if you should delegate your work.

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over why we’re so passionate about entrepreneurship, the winning mindset an entrepreneur needs, successful business must-haves, and a few actionable steps you can take to get yourself started on the right path with entrepreneurship!

Books mentioned in this episode: 

  • "all in startup" by Diana Kander
  • "the curiosity muscle" by Diana Kander

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we hang out with our friend Andrew M., fellow entrepreneur and investor.  Andrew discusses the essentials of making things happen with his expertise of taking action.  Please don’t forget to subscribe so you get notified of every new money move episode and rate and comment if you’re enjoying the podcast!

  • Andrew’s motivation for starting businesses
  • Why entrepreneurship offers a great path in life
  • Andrew’s vending machine and drop-shipping businesses
  • How to find money to start your great business idea
  • How to balance your time when juggling a job, multiple businesses, and investing

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we interview commercial real estate broker, Graham Storey, who discusses the topic of real estate either being an asset or liability. He provides great knowledge, opinions, and a good overview of different types of real estate investing.

Questions we ask Graham in this episode:

  • What are your overall thoughts on the current house market?
  • How can homes be assets and not liabilities??
  • What do you look for when looking for a home to live in vs. as an investment property?
  • What are the opportunity differences between residential and commercial real estate?
  • Thoughts on Airbnb and how much money is there to be made on it?
  • What’s the best resource to use to learn about real estate: books, etc?

Next Episode: Crushing Entrepreneurship: The Art of Being a Doer, with Andrew M, entrepreneur and investor

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will cover:

  • Buying assets
  • Invest all excess money in your budget
  • The power of patience
  • More than just retirement savings
  • Actions you can take RIGHT NOW to get ahead

Next Episode: Real Estate Investing Interview with Real Estate Broker Graham

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over what compound interest is, why you NEED it to build serious wealth, and the importance of starting investing early in life.

Next Episode: How To Make Bank So You Can Afford The Lifestyle You Dream Of.

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will cover assets vs liabilities, the question of if a house is truly an asset, recommendations for wisely purchasing a home, and an answer to a super relevant question for young people thinking of buying a home. 

Next Episode: Home Buying Part 2: How To Turn A Home Into An Asset & Investment - The Other side Of The Story

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will cover used vs new cars, how to research and find reliable cars, financing, leasing, and buying cash.

Next Episode: Important Things To Think About Before Buying A House

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over student loans and how/why you should get rid of them ASAP.Live below your means
Budget
Making extra cash for a purpose - pay that debt off ASAP!
The "why" behind all this

Next Episode: What’s The Best Way To Buy A Car? - Explanation of the 3 different ways to buy a car

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over monthly payments/financing and how they can hold you back.

Buying something you can’t afford
Thinking about the loan in the wrong sense
Monthly payments destroy long-term wealth
Longterm dependency and tight budgets

Next Episode: Destroy those Student Loans ASAP Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over emergency funds, the winning mindset, budgeting, saving money, and getting cash back. Next Episode: Properly Appreciating Expensive Items Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will cover:

Company historical performance 
Ratio analysis 
Setting up an online screener 
Long term growth 
The "why" behind what we follow (no blind investing - Do the research) 
Be married to the company 
Never guess the next best thing   
2 great reads 

Up Next: Stay tuned for our next series, which will cover all things personal finance, budgeting, and longterm growth!

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will cover defensive vs aggressive investors, value vs growth investing, one BIG mistake to avoid, and a few powerful lessons

Next episodes:#4 Please Don’t Make These Investment Mistakes

5 Our Approach to Investing

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over a simple overview of stock market investment types, investing platforms/services, investing account types, and other forms of investing (Outside of the stock market). 

Stocks 
Funds (Mutual Funds, ETF's, Index funds) 
Brokerage services 
Account types 
Real estate 
Companies (Entrepreneurship)   
Venture funding vs private equity 

Next Episode: Please Don't Make These Investment Mistakes 

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over FOMO (fear of missing out), checking your portfolio too often, paying too much attention to projections, letting emotion dictate your decisions, and buying a business that’s hard to understand.

Next Episode: Stock MarketInvestment Strategies

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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In this episode we will go over your “why”, a mistake to watch out for, & how to use goal setting and investing to light your ignition.

Know where you want to be so you can make a plan to get there
Don’t settle or let others rob you of your potential
Set SMART Goals (specific, measurable, attainable, reasonable/realistic/relevant, timely

Next episode: Investment Types

Disclaimer: All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.

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**Join alongside two young guys on our journey to achieve our goals of financial freedom early on in life, shattering the myth that you can’t be wealthy until you’re 65.  We’ll cover all of the ingredients that create a growth mindset geared toward success, including goal setting, motivation, investing, & entrepreneurship.  If you want to take your capabilities to the next level and achieve incredible success, then this podcast is the absolute best place to be.  Subscribe to the show so you can be inspired, equipped, & crush your financial goals!        

Disclaimer:  All content on this podcast is provided for information purposes only. Opinions expressed herein are solely those of the podcast’s sponsor, unless otherwise specifically stated. The content presented on this podcast is believed to be from reliable sources but no representations or warranties are made by us as to the completeness or accuracy of any content. All content is provided “AS IS” and all warranties, express or implied, are hereby disclaimed. Any information or ideas provided on this podcast should be thoroughly discussed with competent advisors, including tax, finance, and legal advisors, prior to implementation. No content provided on this podcast constitutes legal or tax advice, so do not rely on it as such.**