Retire As You Desire: Recent Episodes

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In this episode of the "Retire As You Desire" show, cybersecurity expert Kent Webster joins me, Bill Bloom, to discuss essential strategies for protecting yourself from online threats and scams. Kent shares insights into the sophisticated world of cybercrime, highlighting the prevalence of organized cybercriminal operations targeting individuals worldwide.

Key Topics Covered:

👉 Understanding Online Threats and Scams:

• Discover the tactics used by scammers, such as phishing and confidence scams.
• Learn about the prevalence of organized cybercriminal operations.

👉 Importance of Vigilance and Skepticism:

• Understand the necessity of being cautious with unknown contacts or suspicious messages.
• Gain tips on how to identify and avoid potential scams.

👉 Two-Factor Authentication:

• Dive into the concept of two-factor authentication as a crucial security measure.
• Learn how to implement and use this to prevent unauthorized access to accounts.

👉 Navigating Public Wi-Fi Risks:

• Understand the dangers associated with using public Wi-Fi networks.
• Get practical tips on staying safe and maintaining security in public spaces.

👉 Advanced Password Management:

• Explore a tiered approach to password security based on account sensitivity.
• Learn Kent's methods for creating strong, memorable passwords using sentences and character substitutions.

Why You Should Watch:

• Comprehensive Coverage: Gain a thorough understanding of how to protect your personal information and financial assets in the digital age.
• Expert Advice: Benefit from Kent Webster's professional insights into cybersecurity.
• Actionable Strategies: Implement practical tips to enhance your online security and safeguard against threats.

Tune in to this episode for a deep dive into essential cybersecurity practices. Don’t miss out on valuable insights—Join us every [Day] at [Time] for new episodes!

📞 Need Personalized Advice? Contact us at 773-326-7000 or email Bill@Bloomfinancial.us for customized retirement planning.

#Cybersecurity #OnlineSafety #ProtectYourAccounts #RetireAsYouDesire #KentWebster #DigitalSecurity #PhishingScams #PasswordProtection #PublicWiFiRisks

TIMESTAMPS:

• 00:00:00 - Introduction to Cybersecurity: Bill Bloom introduces Kent Webster, a cybersecurity professional, and sets the stage for the discussion on cybersecurity threats.
• 00:05:30 - Cyber Criminal Sophistication: Kent Webster discusses the misconception of cyber criminals and highlights the organized nature of cyber attacks.
• 00:11:29 - Financial Scams and Confidence Scams: Discussion on financial scams and confidence scams targeting individuals.
• 00:17:25 - Email Security and Phishing: Kent Webster explains the importance of email security, phishing attacks, and ways to protect against them.
• 00:23:36 - Two-Factor Authentication: The significance of two-factor authentication in enhancing account security is discussed.
• 00:32:07 - Password Tiering Strategy: Kent Webster explains the tiered approach to password security for different types of accounts.
• 00:36:03 - Saving Passwords and Cookies: The implications of saving passwords and cookies on browsers for ease of access and security are discussed.
• 00:41:23 - Password Complexity and Sentence Strategy: Kent Webster suggests using a sentence-based strategy for creating complex passwords for enhanced security.

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In this episode, we bring together crucial insights from four essential areas of personal finance to help you achieve your financial goals and secure a prosperous future. Whether you're planning for retirement, seeking smart investment strategies, looking to maximize your tax benefits, or aiming to manage your debt effectively, this episode is packed with valuable advice and actionable tips.

Key Topics Covered:

1. Mastering Retirement Planning 🏖️
2. Smart Investing for Long-Term Growth 📈
3. Maximizing Tax Benefits 💡
4. Effective Debt Management Techniques 💳

📞 Need Personalized Advice? Contact us at 773-326-7000 or email Bill@Bloomfinancial.us for customized retirement planning.

#FinancialSuccess #RetirementPlanning #InvestingTips #TaxBenefits #DebtManagement #PersonalFinance #WealthBuilding

TIMESTAMPS:

0:00 - Introduction

• Overview of the episode and what you'll learn about mastering retirement, investing, taxes, and debt management.

1:15 - Mastering Retirement Planning 🏖️

• 1:30 - Essential strategies for a secure retirement.
• 5:00 - Optimizing your retirement savings.
• 8:20 - Making informed decisions for a comfortable retirement.

12:45 - Smart Investing for Long-Term Growth 📈

• 13:00 - Key principles of effective investing.
• 16:30 - Understanding asset allocation and diversification.
• 20:15 - Setting and achieving your financial goals.

24:50 - Maximizing Tax Benefits 💡

• 25:05 - Strategies to reduce your tax burden.
• 28:40 - Leveraging tax deductions and credits.
• 32:10 - Tax-efficient investment options.

36:00 - Effective Debt Management Techniques 💳

• 36:15 - Practical steps to manage and reduce debt.
• 40:00 - Strategies for debt consolidation and improving credit scores.
• 43:30 - Avoiding common debt pitfalls and achieving financial freedom.

47:15 - Conclusion & Recap

• Summary of key takeaways from each segment.
• Final thoughts on achieving financial success through retirement planning, investing, taxes, and debt management.

48:30 - Subscribe & Contact Information

• Call to action to subscribe, like, and share.
• Information on how to get personalized financial advice.

QUOTES:

Segment 1: Mastering Retirement Planning 🏖️

1:30 - Essential Strategies for a Secure Retirement

• “Planning for retirement is more than just saving; it’s about strategic planning and smart choices to ensure a comfortable and secure future.”

5:00 - Optimizing Your Retirement Savings

• “Maximizing your retirement savings means making the most of every dollar. Discover the strategies to boost your retirement funds effectively.”

8:20 - Making Informed Decisions for a Comfortable Retirement

• “Informed decisions today lead to a prosperous retirement tomorrow. Learn how to plan wisely for the golden years ahead.”

Segment 2: Smart Investing for Long-Term Growth 📈

13:00 - Key Principles of Effective Investing

• “Investing isn’t just about picking stocks; it’s about understanding principles that drive long-term growth and financial stability.”

16:30 - Understanding Asset Allocation and Diversification

• “Diversification is your shield against market volatility. Discover how to allocate your assets wisely to build a resilient investment portfolio.”

20:15 - Setting and Achieving Your Financial Goals

• “Setting clear financial goals and sticking to them is crucial for investment success. Learn how to define and reach your investment objectives.”

Segment 3: Maximizing Tax Benefits 💡

25:05 - Strategies to Reduce Your Tax Burden

• “Effective tax planning can save you a significant amount of money. Explore strategies to minimize your tax burden and keep more of your earnings.”

28:40 - Leveraging Tax Deductions and Credits

• “Tax deductions and credits are powerful tools for reducing your taxable income. Learn how to leverage them to your advantage.”

32:10 - Tax-Efficient Investment Options

• “Investing tax-efficiently is key to maximizing your returns. Discover the investment options that offer the best tax benefits.”

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In this episode, we dive deep into the complexities of retirement planning, focusing on how divorce, widowhood, and disability can impact your future retirement income. Whether you’re navigating these life changes or planning ahead, this episode offers crucial insights and actionable strategies to help you optimize your retirement benefits.

Key Topics Covered:

👉 Divorce and Retirement Income:

• Understand the Impact: Learn how divorce affects retirement income and Social Security benefits.
• Maximize Benefits: Discover how retirees can leverage Social Security benefits even after multiple divorces.
• Case Study: Explore the story of Robert and his three marriages to see how ex-spouses might receive higher benefits based on marriage duration.

👉 Widowhood and Retirement Income:

• Strategic Planning: Find out how widowed individuals can secure higher Social Security benefits.
• Real-Life Example: Learn from Robert's third wife, Alice, who qualified for full benefits after his passing.
• Optimize Survivor Income: Understand the importance of planning and effective communication with the Social Security Administration.

👉 Disability in Retirement:

• Early Benefits: Explore the opportunities available for starting benefits earlier than the standard retirement age of 62.
• Navigating Disability: Get insights into the nuances of disability benefits and how to plan effectively.

👉 Exclusions from Social Security Benefits:

• Eligibility Criteria: Discover who may be excluded from receiving Social Security benefits.
• Seek Guidance: Learn the importance of understanding eligibility and seeking professional advice to maximize retirement income.

Why You Should Watch:

• Comprehensive Insights: Gain a thorough understanding of how these critical life events affect retirement planning.
• Expert Strategies: Access actionable advice to optimize your Social Security benefits and secure financial stability.
• Proactive Planning: Emphasize the value of seeking professional guidance and utilizing available resources for effective retirement planning.

Tune in to this episode for essential strategies and expert advice on navigating divorce, widowhood, and disability in retirement planning. Don’t miss out on valuable tips—subscribe to our channel for more insights and updates. Join us every [Day] at [Time] for new episodes!

📞 Need Personalized Advice? Contact us at 773-326-7000 or email Bill@Bloomfinancial.us for customized retirement planning.

#RetirementPlanning #SocialSecurityBenefits #DivorceImpact #WidowhoodStrategy #DisabilityBenefits #FinancialPlanning #RetireAsYouDesire

TIMESTAMPS:

• 00:00:00 - Introduction to Retirement Planning: Welcome back to the Retire As You Desire show. Providing valuable information on retirement planning and income strategies.
• 00:03:04 - Robert's Three Marriages: A look into Robert's three marriages and the impact on Social Security benefits.
• 00:07:10 - Benefits for Ex-Spouses: Exploring how ex-spouses can qualify for Social Security benefits based on a former spouse's work history.
• 00:08:03 - Impact of Robert's Passing: Discussing the implications of Robert's passing on his ex-spouses' Social Security benefits.
• 00:10:09 - Maximizing Social Security Income: Tips on maximizing Social Security income as a divorced individual and understanding the rules.

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In this episode of the "Retire As You Desire" show, I had the pleasure of interviewing my close friend, Kent Webster, a fellow millennial who shared his journey towards financial success.

Kent opened up about his struggles with debt, having graduated with $60,000 in student loans and $20,000 in credit card debt. Despite facing financial challenges, Kent emphasized the importance of discipline, budgeting, and measurement in managing his finances.

Kent highlighted the pivotal moment when he and his wife decided to invest in their first property in Chicago, which ultimately led to a significant increase in equity.

This experience served as a turning point for Kent, demonstrating the benefits of taking calculated risks and seizing opportunities even when feeling unprepared.

Moreover, Kent discussed the concept of good debt versus bad debt, emphasizing the importance of understanding the financial implications of different types of debt.

He shared his strategy of utilizing interest-free credit cards for large purchases, provided that he maintained discipline in paying off the balance before accruing interest.

Throughout the episode, Kent emphasized the significance of measurement, optimization, and strategic financial planning in achieving financial goals. He encouraged listeners to confront their financial anxieties, forgive past mistakes, and take proactive steps towards financial stability.

Overall, Kent's story serves as an inspiring example of how millennials can navigate financial challenges, prioritize debt management, and leverage opportunities to build wealth. His insights shed light on the practical strategies and mindset shifts necessary for millennials to work towards becoming millionaires in today's complex financial landscape.

Stay tuned for more valuable insights and tips on financial success in future episodes of the "Retire As You Desire" show.

• 00:00:00 - Introduction of Guest, Kent Webster
• 00:05:30 - Realization of Benefits of Real Estate Investment
• 00:08:18 - Managing Debt through Budgeting and Measurement
• 00:09:27 - Utilizing Financial Tools for Vacations
• "I think I've gotten where I've gotten by budgeting, being aware of where I'm spending my money, making sure that I'm always spending less than I have, and just measurement." - 00:00:28-00:00:38
• "I graduated with, in my own name, $60,000 in student loans and $20,000 in credit card debt on top of that." - 00:01:42-00:01:52
• "It's very interest to let interest. It's very, very easy to let interest grow out of control because you're not attacking the principal." - 00:02:45-00:02:56
• "You need to forgive myself for all the mistakes I might have made in the past. Forgive myself for not taking action before today." - 00:07:09-00:07:19
• "You need to know and truly budget out what you can spend where because then that helps you make decisions." - 00:08:18-00:08:28
• "There's a point in time where debt becomes a huge tool for you to use, not only to live your life, but also to make money and to earn money." - 00:10:06-00:10:17
• "As long as you have the discipline to pay it off before it's due, I can go get an interest-free purchase credit card." - 00:10:48-00:10:58
• "My emergency fund can go on this interest-free thing as opposed to me having to hold cash in my hand." - 00:11:20-00:11:31
• "Guess what? I've borrowed money for 0% interest." - 00:11:32-00:11:42
• "We're going to learn Mr. Webster's tricks over here. So this is going to be a good one." - 00:11:42

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The episode began by highlighting the surprising fact that Social Security benefits can indeed be subject to federal income tax, based on an individual's combined income and filing status. The host emphasized the importance of understanding how and why Social Security benefits are taxed, as well as the potential impact it can have on one's retirement income.

Throughout the show, the host provided detailed explanations on how to calculate combined income, which includes adjusted gross income, non-taxable interest, and half of Social Security benefits. By breaking down the tax thresholds for different filing statuses, such as single, married filing jointly, and married filing separately, the host offered valuable insights into how these factors can determine the taxable portion of Social Security benefits.

Moreover, the episode explored various strategies to mitigate the taxation of Social Security benefits, such as Roth IRA conversions, managing other income sources, and relocating to tax-friendly states in retirement. The host emphasized the importance of considering factors like life expectancy, investment returns, and claiming age when determining the break-even age for Social Security benefits.

By sharing real-life examples and practical tips, the host aimed to empower listeners to make informed decisions about their Social Security benefits and retirement income. The episode concluded with a reminder to consult with financial advisors and tax professionals to create a comprehensive retirement plan tailored to individual circumstances.

Tune in every Friday night at 6 p.m. Central Time to the Retire As You Desire show for more valuable insights and expert advice on retiring with confidence and achieving your desired lifestyle.

• 00:00:54 - Introduction to Social Security Taxation
• 00:05:30 - Detailed Explanation of Social Security Taxation
• 00:11:14 - Strategies to Reduce Social Security Taxation
• 00:19:10 - Tax-Saving Strategies for Retirement Income
• 00:24:16 - Calculating Taxable Amount for Social Security Benefits
• 00:30:01 - Importance of Break-Even Ages for Social Security
• 00:36:08 - Understanding Break-Even Ages with Actual Numbers
• 00:45:56 - Importance of Knowing Your Numbers for Retirement Planning
• "Your Social Security benefits may be taxed, and it may be subject to federal income tax, depending on your combined income and your filing status." - (00:03:36-00:03:46)
• "It's better to plan for this before rather than dealing with it afterwards. Could be devastating." - (00:07:22-00:07:32)
• "Understanding this right now could be a huge benefit for your retirement income years." - (00:05:47-00:05:57)
• "It's all about knowing how to play the game in the best way possible, and understanding the nuances of Social Security taxation is a big deal in retirement planning." - (00:18:48-00:18:59)
• "If you go into a new tax bracket, it's not the end of the world." - (00:20:52-00:21:04)
• "Pay your tax bill now. So that way, when you want to withdraw money in retirement, you could potentially keep more of your Social Security income." - (00:23:13-00:23:24)
• "Understanding your health could be a big game changer in retirement." - (00:30:12-00:30:23)
• "Don't forget to get your money right, do your planning, take the time, don't make hurried decisions." - (00:45:34-00:45:44)
• "Knowing the numbers tells the story. It allows you to make better decisions." - (00:45:56-00:46:43)
• "Every Friday night, 6 p.m. Central Time, and we're here to help you retire as you desire." - (00:45:56-00:46:43)

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The Truth About Social Security

In this episode of the Retire As You Desire show, we delve into the crucial topic of Social Security and its role in retirement income planning. Social Security can be a major source of income for retirees, making it vital to understand how it works for informed financial decisions.

Episode Breakdown:

1. Importance of a Retirement Income Plan We discuss the need for a solid retirement income strategy, whether or not Social Security is your primary source of income. I share insights from my experience as a Retirement Income Certified Professional (RICP) and the benefits of working with a retirement income specialist.
2. Calculating Social Security Benefits Learn how Social Security benefits are calculated, focusing on Average Indexed Monthly Earnings (AIME) and Primary Insurance Amount (PIA). We explore how benefits are determined based on your highest 35 years of earnings and the effects of early versus delayed benefits.
3. Cost of Living Adjustments (COLA) I explain how Cost of Living Adjustments are calculated using the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), and how these adjustments can impact your Social Security income over time.
4. Social Security's Financial Stability Addressing common misconceptions, we review data from the Social Security Administration’s annual report on trust fund depletion and its implications for future beneficiaries. We also discuss potential solutions to funding challenges, such as raising payroll taxes and adjusting benefits.
5. Strategic Planning for Social Security Benefits We explore strategies for maximizing Social Security benefits, including spousal benefits and optimal timing for claims. I offer tips on how to structure benefit claims to ensure a steady income throughout retirement.

Tune in every Friday night for more insights and strategies to help you retire as you desire!

TIMESTAMPS:

• 00:00:00 - Introduction to Social Security in Retirement
  00:01:04 - Importance of Social Security in Retirement Planning
  00:02:41 - How Social Security Benefits are Calculated
  00:05:00 - Understanding Average Indexed Monthly Earnings (AIME)
  00:06:25 - Primary Insurance Amount (PIA) Explained
  00:08:26 - Impact of Claiming Age on Benefits
  00:09:19 - Cost of Living Adjustments (COLA) Overview
  00:10:13 - Example Calculation of Social Security Benefits
  00:12:14 - Understanding Cost of Living Adjustments
  00:13:08 - Deep Dive into COLA Calculations
  00:17:07 - Factors Affecting Social Security Funding
  00:20:01 - Future Projections for Social Security
  00:25:06 - Misinformation About Social Security
  00:27:05 - Current Funding Status of Social Security
  00:30:12 - Demographic Changes and Their Impact
  00:32:41 - Potential Solutions for Social Security Funding Issues
  00:36:28 - Strategies for Maximizing Social Security Benefits
  00:39:39 - Spousal Benefits and Coordination of Claims
  00:43:05 - Restricted Applications and Survivor Benefits
  00:46:07 - Coordinating Income Timing in Retirement
  00:47:11 - Conclusion and Call to Action

QUOTES:

• "This is the most important part of any retirement income plan, whether you have social security or if you don't." - 00:01:04
• "Most people have no clue how your social security income is actually calculated." - 00:02:09
• "Making smart decisions now is going to impact your Social Security benefits in the future." - 00:04:05
• "Your social security income is based on a couple of things: your lifetime earnings and the age at which you start receiving benefits." - 00:04:28
• "If you take your income at 65 versus 67, it's going to be reduced by those 24 months." - 00:08:15
• "If your full retirement age is 67, and if you wait till 70, you're going to receive an 8% increase every single year that you delay." - 00:08:58
• "The cost of living adjustments are going to help you keep pace with inflation on a different level." - 00:09:29
• "If you claim your benefits before your full retirement age, everyone's income is affected. It will be reduced." - 00:40:46
• "You only have a 12-month window to correct this." - 00:38:04
• "Retirement is all about making better decisions, but from a benefit standpoint." - 00:38:35

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Living Abroad in Retirement

In today's episode of the Retire As You Desire TV Show, Bill Bloom delved into the exciting topic of living abroad in retirement.

Episode Breakdown:

1. Considerations Before Moving Abroad

Bill discussed the importance of income in retirement and how it impacts one's choice of location. Factors such as lifestyle preferences and savings play a crucial role in deciding where to live post-retirement.

1. Receiving Income While Living Abroad

Bill highlighted the key aspects of planning for income in retirement while residing outside the United States. Understanding Social Security payments, eligibility, and payment methods are essential for a smooth transition.

1. Best Places to Live and Retire Outside the US

Bill provided insights into countries like Portugal, Greece, Thailand, Panama, and Mexico, which offer affordable living, investment visa opportunities, and unique residency programs for retirees.

1. Tax Implications of Living Abroad

Bill discussed the tax implications of retiring abroad, emphasizing the importance of understanding tax treaties, reporting obligations, and potential double taxation issues.

1. Health Insurance Abroad

Bill explored health insurance options while living outside the US, covering international health insurance plans, local health insurance providers, and the importance of emergency evacuation coverage.

TIMESTAMPS:

• 00:00:00 - Introduction to Living Abroad in Retirement: The podcast host introduces the topic of living outside of the United States in retirement and highlights the key areas to focus on.
• 00:05:30 - Planning for Income in Retirement: Discussion on the importance of income in retirement, savings, lifestyle choices, and considerations for living abroad.
• 00:10:33 - Social Security and Living Abroad: Exploring the eligibility, requirements, and considerations for receiving Social Security income while living outside the U.S.
• 00:15:14 - Health Insurance Options Abroad: Overview of different health insurance options available for retirees living abroad, including international health insurance plans and local health insurance providers.
• 00:20:27 - Tax Implications of Living Abroad: Discussion on tax implications for retirees living outside the U.S., including foreign tax credits, reporting obligations, and potential double taxation.
• 00:25:10 - Factors to Consider for Taxation: Exploring factors such as country of citizenship, retirement income types, and tax treaties between countries for retirees living abroad.
• 00:30:33 - Action Steps for Tax Planning: Providing action steps for tax planning before moving abroad, including assembling a team, understanding tax burdens, and keeping detailed records.
• 00:35:26 - Affordable Countries with Investment Visas: Highlighting countries like Portugal, Greece, Thailand, Panama, and Mexico as affordable options with investment visa opportunities for retirees.

QUOTES:

• "Living outside of the United States is completely doable." - 00:00:22
• "The biggest aspect of Social Security and income in retirement is know the potential tax implications." - 00:10:02
• "The name of the game in retirement is to keep the most amount of money in your pockets and your investments for the long haul." - 00:07:31
• "If you're going to live somewhere, don't you want to receive income? Don't you want to still have fun and explore and travel?" - 00:08:57
• "The U.S. taxes your worldwide income regardless of where you live." - 00:25:10
• "Living in a blue zone could extend your lifestyle. It could extend your lifespan." - 00:41:36
• "Living in Europe could be a huge benefit, especially if you want to travel." - 00:39:56
• "I want people to live as long as they can, have their money last as long as possible, and have their health." - 00:41:57
• "Being in Europe could be a huge benefit, especially if you want to travel." - 00:44:02
• "These are really great ways to plan and this is what the Retire As You Desire show is all about." - 00:47:07

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In this episode, we delved into the fun aspects of retirement and explored why retiring as you desire is essential for a fulfilling life. We discussed the significance of buying back your time in retirement, emphasizing that financial freedom is not just a catchphrase but a state of being where you can live off your assets on your terms.

We highlighted the importance of eliminating financial stress in retirement, as it can impact your mental and physical health, relationships, and overall well-being. By reducing stress, retirees can focus on their goals, improve financial literacy, and make better decisions for a secure future.

Traveling in retirement emerged as a key theme, offering mental stimulation, exposure to new experiences and cultures, and opportunities for physical activity. We explored how travel can enhance mood, strengthen relationships, and create lasting memories for generations to come.

The episode underscored the role of financial planning in retirement, urging listeners to establish comprehensive retirement plans tailored to their unique financial goals and aspirations. We emphasized the value of working with retirement income certified professionals to ensure a secure and fulfilling retirement.

Ultimately, the Retire As You Desire show aims to empower listeners to live the retirement of their dreams by providing valuable insights, strategies, and support for a brighter future. Join us every Friday night at 6 p.m. Central Time for more engaging discussions and practical advice on planning for a fulfilling retirement. Remember, it's never too late to retire as you desire!

• 00:00:00 - Introduction to the importance of retiring as you desire
• 00:10:17 - Benefits of buying back your time in retirement
• 00:23:24 - The joys and benefits of traveling in retirement
• 00:35:04 - Importance of eliminating financial stress in retirement
• "Financial freedom, it's a state of being. It's a state of mind, actually, where an individual has really achieved a level of financial success and independence that basically allows you to live off of your own assets and live on your own terms." - (00:02:28-00:02:38)
• "Most people have been holding back their goals because of monetary concerns. And that's a problem for me. I want people to utilize their money and enjoy their overall happiness and well-being." - (00:43:43-00:43:54)
• "It's time to make changes. It's time to get that peace of mind." - (00:35:25-00:35:36)
• "When you're eliminating those stresses, it's crucial for promoting your health, your physical health, your well-being, your mental health, but it's going to strengthen your relationships and your productivity." - (00:44:04-00:44:15)
• "Retirement is all about freedom because now your time is free." - (00:43:33-00:43:43)
• "Traveling gives you a different perspective on life. It gives you a greater appreciation for diversity and enriching your own personal growth and learning." - (00:29:16-00:29:26)
• "Eliminating financial stress can improve some of the communication that you have with your relationships." - (00:39:33-00:39:43)
• "If you can really improve your mental health, your life becomes better in retirement." - (00:36:18-00:36:29)
• "It's going to give you richness, satisfaction, and happiness in life." - (00:43:54-00:44:04)
• "It's going to give you a much clearer picture for your future and those who want and really deserve to be in your life throughout the rest of your retirement years." - (00:41:43-00:41:54)

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In this episode, we delved into the topic of finding the perfect place to retire in the great state of Illinois. As a retirement income planning expert based in Chicago, I shared valuable insights on the best and not-so-great places to consider for retirement in Illinois.

We began by highlighting the advantages of retiring in Illinois, such as the lack of taxation on retirement distributions, making it a financially appealing option for retirees. The state's diverse economy, strong job market, and top-ranked universities contribute to its appeal for retirees seeking a vibrant lifestyle.

Discussing specific cities, we explored the benefits of living in Chicago, known for its cultural richness, world-class museums, and vibrant neighborhoods. We also touched on the affordability and quality of life in cities like Springfield, Peoria, and Rockford, offering a mix of urban and suburban living.

Moving on to the most expensive cities in Illinois, we highlighted areas like Chicago, Evanston, and Naperville, known for their high cost of living driven by factors like housing prices and property taxes. We also discussed the importance of considering safety, community, and healthcare facilities when choosing a retirement location.

Exploring the happiest city in Illinois, Aurora, and the top income earners in the state, we provided a comprehensive overview of the diverse options available for retirees in Illinois. Additionally, we discussed the trend of residents moving to cities outside of Illinois, such as Phoenix, Dallas, and Los Angeles, for various lifestyle preferences.

In conclusion, we emphasized the significance of property taxes, cost of living, and retirement income planning in making informed decisions about where to retire. By working with retirement income professionals, individuals can create a tailored retirement plan to ensure a fulfilling and financially secure retirement in Illinois.

Join us every Friday night for more insights on retiring as you desire. Thank you for tuning in to the Retire As You Desire show!

TIMESTAMPS:

• 00:00:00 - Introduction to Retire As You Desire Show
• 00:11:35 - Discussing Affordability in Retirement Locations
• 00:23:13 - Exploring Most Expensive Cities to Live in Illinois
• 00:36:03 - Factors to Consider Before Retiring in Illinois
• 00:40:44 - Highlighting Low Cost of Living Areas in Illinois
• 00:43:19 - Insights on Top Income Earners in Illinois
• 00:44:02 - Popular Migration Destinations from Illinois

QUOTES:

• "Freedom is a beautiful thing." - 00:00:32
• "Chicago is the state's largest city. Most people know this. It's a pretty major financial hub." - 00:02:30
• "It's doing the things you love with the people you love when you want to do them." - 00:00:32
• "If you're having your kids in Chicago, you have DePaul, you have UIC, you have so many different opportunities to get a great education in the city while living in the city." - 00:03:45
• "The cost of living in Springfield is below the national average, which is a good thing for retirees." - 00:14:51
• "It's a more expensive place to live these days." - 00:26:22
• "The cost of living in Evanston is high, and it's high because of the housing market and the property taxes." - 00:27:47
• "The cost of living there is more expensive than Chicago suburbs because of the property taxes." - 00:30:28
• "The cost of living there is pretty high, but that's driven by all the housing prices and property taxes." - 00:31:42
• "The cost of living there is more expensive, but that's driven by the housing prices and property taxes." - 00:33:52

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In this episode, we delved into the dangers of retirement, focusing primarily on the fear of running out of money, which is the number one concern for retirees. Throughout the episode, we explored various factors that contribute to this fear and discussed strategies to plan for a secure retirement income.

• We began by highlighting common retirement dangers such as health care costs, loneliness, and loss of purpose.
• Emphasized the importance of planning for income in retirement, addressing the prevalent fear of financial insecurity.
• Discussed the significance of tracking spending and investing wisely to avoid financial pitfalls in retirement.
• Explored the impact of market fluctuations on retirement income and the need for prudent withdrawal strategies.
• Provided insights into the decision-making process for starting Social Security benefits early or delaying them.
• Advised on pension options, including lump sum withdrawals and annuities, to optimize lifetime income.
• Advocated for working with fiduciary advisors to create a robust retirement income plan.
• Suggested timing major purchases before retirement to minimize tax implications and preserve retirement funds.
• Encouraged listeners to seek professional guidance in crafting a personalized retirement income plan.
• Invited audience engagement and offered complimentary retirement income planning services to help ensure a financially secure retirement.

Tune in to the Retire As You Desire show every Friday at 6 p.m. Central Standard Time for more insightful discussions on retirement planning and financial security. Thank you for joining us on this journey towards a fulfilling retirement!

00:00:53 - Introduction to Retirement Dangers
00:02:50 - Planning for Income in Retirement
00:05:17 - Common Retirement Dangers
00:12:53 - Average Retirement Savings in America
00:24:54 - Debunking the Fear of Running Out of Money
00:36:54 - Strategies for Planning Lifetime Income

• "Over 70% of retirees are going to need some form of care in retirement." - (00:01:36-00:01:46)
• "If you want to live a long life, having community, having great people around you, is going to give you a sense of purpose." - (00:01:57-00:02:07)
• "It's really a big struggle for people to transition from their working years directly into their retirement years where every day is a Saturday." - (00:02:18-00:02:28)
• "If you run out, guess what you don't get to do? The fun things, the play checks." - (00:04:56-00:05:06)
• "Not knowing your capacity to spend versus investing each month is a big problem." - (00:07:28-00:07:38)
• "If you don't plan for proper income up front before you retire, things get difficult." - (00:07:49-00:07:59)
• "It's very true that people have issues before retirement, during retirement, and even when you're 10 or 20 years into retirement, to be worried about money." - (00:04:45-00:04:55)
• "It's really tough." - (00:05:06-00:05:17)
• "It's a big one." - (00:47:38-00:47:48)
• "The Retire As You Desire show is all about giving you great ideas and great feedback on how to live the best life you want in retirement." - (00:47:49-00:47:59)

Understanding Retirement DangersManaging Retirement IncomeDecoding Social Security and PensionPlanning for Lifetime IncomeConclusionTimestampsQuotes

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Delve into the four phases of retirement with Bill Bloom and discover how to make the most out of this significant life transition.Episode Summary:Phase One: Discover why every day can feel like Saturday in retirement and how to embrace the newfound freedom.Phase Two: Learn about the challenges retirees face, including loss of routine, identity, relationships, purpose, and power.Phase Three: Explore the importance of trying new activities, eliminating negativity, and setting up "playchecks" for enjoyment.Phase Four: Uncover the magic of finding purpose, engaging with the community, and living a fulfilling retirement life.Join Bill as he shares stories, insights, and tips to help you navigate each phase of retirement with confidence and joy. Share this episode with your friends and family to spread the wisdom and positivity!For more retirement insights and to suggest future topics, reach out to us at Bill@bloomfinancial.us.

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Episode Summary:In this episode, we delve into the financial challenges faced by entrepreneurs and the importance of strategic saving and investing for a secure retirement. The host shares inspiring stories and lessons learned to help listeners avoid common pitfalls.Key Takeaways:The impact of compounding interest on long-term savings.The significance of making investing a monthly priority.Common mistakes entrepreneurs make with their finances.Strategies for financial education and proactive money management.Timestamps:00:00 - IntroductionWelcome back to the show and discussion of entrepreneurs' giving nature.00:22 - The Financial Blind Spot of EntrepreneursMost entrepreneurs lack awareness of where their money goes.00:50 - Financial Education GapsSociety’s focus on debt rather than wealth-building.01:34 - Client Story: Life Insurance CaseA client's struggle with prioritizing a life insurance policy over luxury spending.02:06 - Big Spending vs. Family ProtectionContrast between spending on status symbols and protecting one's family.03:10 - Friend's Financial RevelationA friend's earnings vs. actual profit and the importance of automatic investing.04:21 - Spending on Non-EssentialsThe impact of spending on non-essentials like trampolines on future investments.05:35 - The Challenge of S-CorpsA successful entrepreneur’s reluctance to withdraw funds for retirement.06:45 - Importance of Two Sets of BooksRecommendations for managing business finances and personal investments.08:00 - The Entrepreneurial MindsetThe struggle between running a business and securing financial future.09:30 - Creating a Retirement PlanStrategies for setting up automatic savings and investments.10:50 - ConclusionFinal thoughts on the importance of proactive financial planning for entrepreneurs.11:21 - Call to ActionInvitation to tune in weekly and reach out with financial questions.Contact Information:Email your questions to: [Host Email]Visit us at: [Website URL]Don't Miss:Tune in every week for new episodes, interviews, and insights to help you secure your financial future!

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So this gets very complicated because in 20 years from now, who knows what the cost of college will be?

We can guess.

But it's been one of the fastest growing costs perspectives in the United States over the past 30 years, and not to mention some of our clients and some of the people who we work with. They didn't go to college and they've been able to save millions of dollars.

So they don't really believe in college. And some people say, you know what, I want to have money set aside for my grandkids.

If they want to go to college. So I'm going to give you some really great ideas today to help you save and plan for your grandchildren's future. So here's idea number one. It's a traditional way of doing things.

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Retirement planning, particularly when it involves deciding when to take your Social Security, is a critical aspect of securing financial stability in one's later years.

For those approaching retirement age and considering when to start receiving Social Security benefits, there are numerous factors to weigh up and decisions to make.

In this comprehensive guide, we'll delve into the intricacies of retirement planning if you are taking Social Security soon, examining the advantages of:

• Early versus delayed benefits
• Tax considerations
• Strategies for optimizing your retirement income

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Are you concerned about how you're going to set up your income payments in retirement?

It can feel daunting going from a regular salaried income pattern, to relying on social security and investment income.

But don't worry!

There are lots of strategies at our disposal to help make the transition seamless!

Find out more at: https://www.bloomfinancialco.com/

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Welcome to the Retire As You Desire podcast, where we empower you to take control of your financial future. In this episode, we're diving into three crucial questions you should be asking your financial advisor. But first, don't forget to subscribe to our YouTube channel for valuable educational content!

Question number one: What's your financial advisor's net worth? It's not about comparing, but understanding if they're managing their own finances effectively. After all, if they can't handle their own money, how can they manage yours?

Question number two: Where do they invest their own money? Transparency is key here. You want to align your investments with your advisor's approach and ensure they're walking the talk.

Finally, question number three: Which products do they avoid, and why? A true fiduciary considers all options to best serve your needs. Beware of advisors who limit themselves to certain products without considering the full spectrum.

Join us as we navigate the world of finance together, providing valuable insights to help you retire as you desire. Don't forget to share this episode with your friends and family to spread financial literacy and empowerment. Remember, we're here to help you achieve your financial goals!

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Four Red Flags: How to Identify a Trustworthy Financial Advisor

The business of personal finance can be daunting, especially when it comes to entrusting your hard-earned money to a financial advisor. Making the wrong decision is fraught with peril, considering the array of investment options and the potential for financial mismanagement.

It’s your hard earned cash on the line! So what can you do to identify a trustworthy financial advisor?

In this blog, we'll explore the four red flags that serve as warning signs before partnering with a financial advisor. By understanding these indicators, you can confidently seek a professional who aligns with your financial goals and prioritizes your interests.

1. "No" Syndrome:

The first red flag is when a financial advisor adamantly advises against specific financial products, be it annuities or mutual funds. While certain investments may not suit everyone, a one-size-fits-all approach is seldom in the best interest of the client.

How to Find a Good Financial Advisor: Look for advisors who operate under fiduciary standards. Fiduciaries are obligated to consider a wide range of products and tailor their recommendations to individual client needs. A refusal to explore certain options may indicate a lack of commitment to your financial well-being, but it also constitutes a dereliction of duties.

Walk away!

2. The Cookie-Cutter Approach:

Another warning sign is the adoption of a rigid, one-dimensional methodology. If your financial advisor insists on a singular approach, such as exclusively setting up traditional IRA accounts or favoring a particular investment product, it again raises concerns about their fiduciary responsibility.

How can they be looking out for your best financial interests, if they take no interest in your financial interests?

In other words: they need to tailor your investments, to achieve your particular goals. Not someone elses!

A trustworthy advisor should customize your investment strategy based on your unique financial situation, goals, and risk tolerance. A cookie-cutter approach often overlooks individual nuances, potentially compromising your financial success.

3. Co-Mingling Investments:

Pooling client investments with those of the advisor is a practice that raises eyebrows. While having similar types of investments is common, replicating the same portfolio for all clients can lead to conflicts of interest and price manipulation.

Ensure your advisor maintains transparency regarding investments and doesn't concentrate all clients into identical funds. This practice could compromise the integrity of your portfolio and may not align with your personalized financial objectives.

We wouldn’t dream of doing that for our clients here at Bloom Financial. How can I be making objective decisions about your finances, if I have a personal vested interest in the outcome?

4. The Silent Treatment:

The most crucial red flag is if an advisor fails to listen to your concerns, preferences, and risk tolerance. A financial advisor's role is not just about managing money but understanding your financial aspirations and tailoring strategies accordingly.

If you a talking to a prospective financial advisor, and they are showing signs of apathy towards your brief: walk!

. The right advisor should actively listen, consider your feelings, and craft a plan that resonates with your financial goals.

Conclusion:

Selecting a financial advisor is a pivotal decision that requires careful consideration. Trusting someone with your money is a big decision and not one that you should take lightly.

By identifying these four red flags, you empower yourself to make an informed choice. Seek a financial advisor who operates under fiduciary standards, embraces a customized approach, avoids co-mingling investments, and, most importantly, listens to your unique financial needs.

Don't settle for less – your financial future deserves a dedicated advocate who values your goals as much as you do.

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I found $4200 in savings, in just 30 minutes!! Here's how...

This was a really simple exercise. What I did is I opened up my phone, opened up my bank credit card, and then I went through all my transactions.

And I looked at the things that I'm not using.

It was simple as my Sirius XM. I had a couple of different memberships for technology that I'm not using anymore So what I did is I canceled all of them. It only took me less than 30 minutes.

So it's really simple.

But when I added everything up, it equated to an extra $4,200 of extra money as I found money every single year.

So think about that. If you could take that 40 $200 that you're not spending any more and invest in that, it's a huge win.

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Title: Watches Are NOT Investments: Beyond The Fads and False Numbers

Introduction:

In the sometimes ‘mirky’ world of investments, the allure of unconventional assets can be tempting, especially when the likes of the Wall St Journal boast about watches outperforming the stock market.

However, as we will discover, the truth behind such claims may not be as promising as they appear. For the discerning professional seeking robust investment vehicles, this blog aims to shed light on the pitfalls of fad commodities and advocate for a more informed approach.

Unmasking the Illusion:

Many prominent publications annually tout the outperformance of watches compared to the stock market. It's an attention-grabbing headline that might have led some to consider certain luxury timepieces as a viable investment option. However, it's crucial to understand that not everything that glitters is gold.

The Reality of Watch Investments:

Let's break down the scenario presented in the report. If one were to purchase a $10,000 Rolex and, through secondary market dynamics, its value increases to $15,000, you’d assume that you could look forward to a $5,000 profit. However, after factoring in taxes, the $10,000 watch could realistically translate to $11,000.

Moreover, attempting to sell this watch to a secondary market dealer means you’re not going to get the full market value. They have to make a profit after all. The dealer's offer may hover around $11,000 or $12,000. This discrepancy between perceived value and actual return underscores the importance of due diligence before leaping into trendy investment avenues.

And sure, you could attempt to sell the watch to the end-user yourself. Invariably though, you’ll end up wanting to advertise it online, via a reputable platform (to avoid scammers and time wasters) and that will come with a hefty advertising fee, shipping costs and the risk of posting high value items.

Diversification: Beyond Watches and Wall Street Hype:

As a seasoned professional, it's imperative to consider diversifying your investment portfolio beyond the conventional choices of stocks and real estate. While the allure of watches may seem enticing, there are more prudent options that warrant serious consideration.

When one looks at the value of watches on the secondary (or ‘Grey’) market, in recent years they have proven to be something of an unstable commodity. Certain hype models rocketed in value during the pandemic, but have since halved in value and continue to drop.

The same has been true of Bitcoin, and while yes: there are huge gains to be made overnight, the inherent volatility that comes with it, is not worth the gamble with a significant proportion of your investments.

Roth IRA: A Strategic Investment Approach:

One such avenue deserving attention is the Roth IRA. Rather than succumbing to the appeal of quick profits, channeling your capital into a Roth IRA can offer a strategic and tax-efficient alternative.

Even if this is not your only source of investment, you should consider it for a significant proportion.

Research: The Cornerstone of Informed Investing:

Before deploying your capital into any investment, be it watches or Roth IRAs, diligent research is non-negotiable. The seductive headlines may grab attention, but a discerning investor delves deeper. Understand the intricacies of the investment vehicle, weigh the risks and rewards, and align it with your long-term financial goals.

Conclusion: Get Your Money Right

In the dynamic world of investments, it's crucial to look beyond the surface and critically assess the opportunities presented.

Remember, getting your money right is not just about avoiding the pitfalls; it's about making choices that withstand the test of time. We are talking about being able to retire after all, which requires a considered approach to risk.

As you navigate the investment landscape, let wisdom, research, and a forward-looking approach be your guiding principles.

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OK so I know that this is a strange topic for the host of the ‘Retire as You Desire’ podcast to be talking about, but believe it or not; there are a multitude of reasons why you shouldn’t retire!

Retirement is often hailed as the golden age. A time to live life on your terms. What this tends to translate as though, is; stop working, play golf and shuffle off this mortal coil in short order.

I want to challenge this outdated, conventional notion of retirement and offer you three reasons why one might want to reconsider the notion of stopping work altogether. It really depends on your relationship to your professional life and how well integrated it is with your dreams, goals and aspirations.

1. Alignment of Purpose

If your profession is not just a means to an end but a passion, quitting abruptly might not be the best move.

I preach all the time that you should retire as you desire, however,— if your purpose is deeply tied to your work, you probably won’t want to just go “cold turkey” once your retirement fund reaches maturity.

Why? Because work, for some, is not merely a way to make ends meet. It's a source of fulfillment, a reason to leap out of bed each morning. If your passion aligns with your work, and you've built something that fuels your drive, hitting the brakes on it might lead to an unexpected void.

Your money is set up, and that's freeing in and of itself. If you know your income streams are set up in retirement, that gives you the opportunity to really be the buyer and say; “I want to keep working because I love doing what I do.”

In essence, retirement doesn't have to be an ‘all-or-nothing’ game. It can be a gradual transition. A slowing down of work hours, allowing you to savor the joy your work brings while maintaining control over your time.

2. Freedom to be of Maximum Service

"Get your money right. Get your income streams set up”

The second reason not to retire lies in the power of passive income. Retirement doesn't mean a complete cessation of income; it's about shifting from active to passive income streams.

By setting up passive income sources, you gain financial freedom. This financial stability doesn't just afford you the luxury to retire when you desire; it allows you to dictate the terms of your retirement. You become the architect of your life, deciding when to clock out and stop working.

As a result: you’ll be able to make choices based on where and to whom you’ll be of maximum service, rather than which choices will earn you the most money. Not only will this bring you greater fulfillment, but (ironically) it will boost your authority and enable to you put a greater premium on your time.

3. You’re not Ready!

Just because your company/pension provider/convention is telling you that you’re of an age to retire, that doesn’t mean necessarily that you’re ready to!

The goal should always be to retire on your terms. Set up, your income, always get that aligned. So then that way you're in control.

The other side of that is, you might not have enough in your pension pot to support the kind of retirement life you’re seeking. Don’t take the leap until everything is in place, or you could find yourself in trouble down the road.

In conclusion, retirement isn't a one-size-fits-all concept.

Retirement shouldn't be a forced exit; instead, it should be a conscious choice, a decision made when everything is aligned. By having your income streams set up and aligned with your goals, retirement transforms from a distant dream to a tangible reality.

The key isn't to retire early or late, but to retire as you desire, ensuring that the next chapter of your life is as fulfilling as the one that precedes it.

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Are you feeling suffocated by the burden of debt, preventing you from achieving your financial goals? I've been there, grappling with over $54,000 in student loan debt. In this comprehensive guide, I'll walk you through a systematic and efficient approach that propelled me to financial freedom in just three years.

Step 1: Confront Your Financial Reality

Before we dive into the intricacies of debt reduction, grab a pen and paper.

Sorry, I know this is probably the hardest part, but it's time to face your financial reality. You can not chart a course for a destination, without first knowing where you are.

So…list down every form of debt

• Credit cards
• Auto loans
• Mortgage
• Student loans
• Personal loans

But don't stop there. Go deeper!

Note the type of debt, the interest rate, and your monthly payment amount. This meticulous understanding forms the bedrock of your journey to financial liberation.

Step 2: Identifying the Debt Beast

Now, let's identify the ‘debt beast’ – the one devouring the most of your hard-earned money through interest.

This is a step many overlook, not realizing that high-interest rates are silently eroding their financial foundations. Prioritize tackling the debts with the highest interest rates.

Whether it's a menacing 30% credit card or an 8% student loan, focus on the ones bleeding your wallet the most.

Step 3: Unleashing the Snowball Effect

This is where you get really strategic and enter the realm of the snowball effect – a financial magic trick.

Imagine triumphantly paying off that 30% credit card.

Don't rest on your laurels!

Take the monthly payment you've just freed up – let's say $500 – and unleash it on your next highest interest rate debt.

This compounding effect accelerates your debt payoff. Rinse, repeat, and watch your debt evaporate.

Bonus Tip: Strategic Use of Windfalls

Back in 2008, armed with this strategy, every work bonus became a powerful weapon in my arsenal against debt. If your workplace offers bonuses, strategically deploy them!

It doesn’t have to be a work bonus, it could be any form of additional income. I know it’s very tempting to

Windfalls, when used wisely, can significantly expedite your journey to a debt-free life.

Tools for Success: Introducing Diane Money

Feeling lost or wish you had a personalized plan?

Enter Diane Money, a revolutionary app designed to analyze your debt and craft a tailored path for efficient and aggressive debt reduction.

No more confusion, no more guesswork – just a clear roadmap to financial freedom.

Navigating the Complexity: A Closer Look at Diane Money

Diane Money serves as your financial GPS, navigating the complex terrain of debt reduction with precision.

The app dives deep into your financial landscape, considering interest rates, debt types, and monthly payments. It then formulates a customized plan, showing you a clear path forward.

The Diane Money Advantage: A Personalized Roadmap

Imagine having a personal financial advisor available 24/7. Diane Money provides just that. By considering your unique financial situation, the app creates a step-by-step plan, breaking down which debts to tackle first for maximum impact. It's like having a financial mentor in your pocket.

Building Mindset Momentum: Celebrating Small Wins

Your mindset around debt is probably the single most important factor at play. If you see your current debt situation as an unscalable mountain, you’ll never take that first step.

This is why you need to set out a clear roadmap (with DianeMoney) and then celebrate every single step you take in the direction of your desired outcome.

Each paid-off debt becomes a victory, fueling your motivation to tackle the next one. Not only that, but it is evidence to your subconscious that you can achieve a debt-free life!

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What if you could shift your financial destiny with only $35 a week? Our latest guest, bestselling author Daniel White, is here to show you how. Daniel's newest book, Financial Freedom System, is as interesting as it is inspiring - born out of a personal journey of overcoming financial stress and finding a new approach to money that put him first. He unveils his concept of building a strong financial foundation, an idea sparked from a simple prayer and a vision of an airplane. He didn't let the stress of his five-year business milestone with little to show for it, and a mountain of debt weigh him down. Instead, he used this setback as a launchpad to create a system that has since transformed lives.

About Daniel White:

After living paycheck to paycheck for years with increasing debt, Daniel struggled with soul-destroying fear and anxiety. In 1999, he started praying. God answered him and gave clear instructions that forever transformed his life and finances. Now you, too, can benefit from this life-changing process.

Since 1994, Daniel White has been an energetic consultant and spiritual healer, helping clients in over forty countries to overcome negative energetic and spiritual influences and create better futures for themselves, their families, their homes, and their businesses. He is recognized internationally for his unique intuitive gifts and is a sought-after consultant and speaker.

Learn more about Daniel:

Website: https://danielwhitecoaching.com/

Grab a copy: https://amzn.to/3XLdP8c

Show notes:

[0:32] What is his book all about?

[1:35] Why is intuition the leading indicator and not the dollars?

[2:30] What was the process of following his intuition look like for Daniel?

[10:40] How his system helped people

[13:47] Is intuition the number one thing we should pay attention to in life?

[16:09] What about the jar?

[18:50] Why is three years the sweet spot for the process?

[20:53] How often should people update their accounts?

[22:44] How do you know you’re following your intuition?

[25:30] How important does energy play in this?

[27:22] Where can people get the book?

[29:03] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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What if you could unlock your highest potential and create a meaningful legacy? Join us as we sit down with the extraordinary Dr. Jeff Spencer, whose journey from aspiring Olympic cyclist to a world-renowned coach and mentor has taught him the secret to crafting the path forward for others to succeed.

In this powerful conversation, Dr. Spencer shares the impact of three angels in his life who shaped his mindset, creativity, and perspective. Discover the game-changing concept of 'goal guess' and learn how having the right goal, motive, and mindset is crucial for success. Plus, explore the importance of preparation, hyper-focus, and peripheral gaze when it comes to achieving your goals. Don't miss this opportunity to connect with Dr. Jeff Spencer and apply his invaluable insights to your own life.

About Dr. Jeff Spencer:
At seven, he committed to becoming an Olympic cyclist. At twenty-one, he competed in the Olympics. Soon after, he realized that helping exceptional performers tap into their highest potential was as equally satisfying to him as competing and winning himself. Ever since he has coached top-tier performers into Elite Performers. He has changed their habits, strengthened their minds, and gave them the tools to consistently deliver at the height of their games.

Connect with Dr. Jeff Spencer:

https://www.drjeffspencer.com/

https://get.havecustomersforlife.com/…

jeff@drjeffspencer.com

Show notes:

[1:02] Being able to work with the highest-level collaborators on the planet

[2:10] Having three angels in his life

[9:03] Crafting a path forward for others to see their talents and unique gifts

[11:54] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill engages in a conversation with Kelly Cardenas, who is not only his close friend but also an accomplished author, podcast host, speaker, and the visionary behind Kellycardenas.com. The focus of their discussion revolves around Kelly's audiobook, "Success Leaves Clues," as they delve into the motivations that drove him to create it. Additionally, they reminisce about their initial encounter, reflect on the significance of their friendship, and offer glimpses into their respective personal experiences.

Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE!

Connect with Kelly:

Website: https://www.kellycardenas.com/

LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/

Get his audiobook: https://www.kellycardenas.com/#book

Listen to his podcast: https://www.kellycardenas.com/#podcast

Show notes:

[0:16] What does retiring as he desires to mean to Kelly?

[2:57] Where to find Kelly and what’s new for him

[6:10] What’s Bill’s advice for people about retiring as they desire?

[17:40] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill engages in a conversation with Kelly Cardenas, who is not only his close friend but also an accomplished author, podcast host, speaker, and the visionary behind Kellycardenas.com. The focus of their discussion revolves around Kelly's audiobook, "Success Leaves Clues," as they delve into the motivations that drove him to create it. Additionally, they reminisce about their initial encounter, reflect on the significance of their friendship, and offer glimpses into their respective personal experiences.

Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE!

Connect with Kelly:

Website: https://www.kellycardenas.com/

LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/

Get his audiobook: https://www.kellycardenas.com/#book

Listen to his podcast: https://www.kellycardenas.com/#podcast

Show notes:

[0:00] Intro

[0:56] How did Bill and Kelly meet?

[1:44] His audiobook, Success Leaves Clues

[5:47] On raising his kids

[9:04] Where do Kelly’s best life ideas come from?

[13:29] The Hideout

[21:07] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Purchasing a home plays a pivotal role in fulfilling the American Dream. Yet, the decision to buy or rent is a crucial one that carries implications for your financial well-being, lifestyle, and personal aspirations. In the present scenario, Bill engages in a conversation with his close friend Tony Perri Jr., who holds the position of Producing Branch Manager at HomeTown Lenders. They engage in a discussion about the process of acquiring properties and stay updated on the latest developments in the mortgage industry. Moreover, Tony generously offers some valuable advice for individuals aspiring to become homeowners.

Tony Perri Jr. is an experienced Operational Specialist with a demonstrated history of working in the mortgage industry. Having over a decade of experience in the real estate & finance world has successfully found a way to turn a passion into a profession. Maintains a relentless pursuit of productivity and integrity and sets customers on the long-term path to financial success. Draws from a wealth of knowledge obtained from having held various roles as a mortgage professional, from a file opener to a closing specialist— a steady & strong advocate for both customers and employees.

Connect with Tony at:

Website: https://www.applywithjr.com/

LinkedIn: https://www.linkedin.com/in/tony-perri-jr-9a95662b/

FB: https://www.facebook.com/MortgageTheRightWay/

Email: tony.perri@htlenders.com

Phone: (630) 284-9729

Show notes:

[0:01] How bad is consumer debt now?

[4:06] What advice can Tony give to people looking to buy a house?

[9:21] How to reach out to Tony

[14:35] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Purchasing a home plays a pivotal role in fulfilling the American Dream. Yet, the decision to buy or rent is a crucial one that carries implications for your financial well-being, lifestyle, and personal aspirations. In the present scenario, Bill engages in a conversation with his close friend Tony Perri Jr., who holds the position of Producing Branch Manager at HomeTown Lenders. They engage in a discussion about the process of acquiring properties and stay updated on the latest developments in the mortgage industry. Moreover, Tony generously offers some valuable advice for individuals aspiring to become homeowners.

Tony Perri Jr. is an experienced Operational Specialist with a demonstrated history of working in the mortgage industry. Having over a decade of experience in the real estate & finance world has successfully found a way to turn a passion into a profession. Maintains a relentless pursuit of productivity and integrity and sets customers on the long-term path to financial success. Draws from a wealth of knowledge obtained from having held various roles as a mortgage professional, from a file opener to a closing specialist— a steady & strong advocate for both customers and employees.

Connect with Tony at:

Website: https://www.applywithjr.com/

LinkedIn: https://www.linkedin.com/in/tony-perri-jr-9a95662b/

FB: https://www.facebook.com/MortgageTheRightWay/

Email: tony.perri@htlenders.com

Phone: (630) 284-9729

Show notes:

[0:59] What’s going on in the mortgage world?

[8:02] Theoretical quoting

[15:48] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In the latest episode, Bill engages in a conversation with Steve Sims, a prominent figure who wears multiple hats as a Speaker, Author, Coach, and CEO of Bluefish. Their discussion revolves around the transformative power of pure passion and delves into Steve's journey of initiating speakeasies and how the pandemic brought about significant changes in his personal and entrepreneurial life. If you're seeking extra motivation to pursue your passions, this episode is precisely what you need.

Recognized as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a bestselling Author renowned for his book "BLUEFISHING - The Art of Making Things Happen." He is highly sought-after as a consultant and speaker, having addressed various networks, groups, associations, and prestigious institutions like the Pentagon and Harvard on two occasions.

As the founder of Bluefish, a leading personal concierge service, Steve's expertise in marketing within the luxury industry is widely respected. His insights have been featured in numerous publications and television programs, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and more.

Imagine singing alongside your favorite rock star, being serenaded by Andre Bocelli, walking the red carpet at exclusive Oscar parties, getting married in the Vatican, or diving to explore the Titanic wreckage. These are just a few remarkable experiences that Steve has been tasked with delivering for his clients.

Frequently hailed as "The Real Life Wizard of Oz," Steve Sims epitomizes the spirit of an entrepreneur, earning high regard within the luxury realm for his innovation and grounded personality. Renowned for his honesty, integrity, and determination to do things in his own unique way, Steve creates unimaginable experiences for his clients. He possesses the uncanny ability to turn the impossible into reality.

Connect with Steve:

Website: www.stevedsims.com

LinkedIn: www.linkedin.com/in/stevedsims

IG: @stevedsims

FB: facebook.com/groups/stevedsims

Listen to his podcast: stevedsims.com/podcast

Show notes:

[0:58] What did the pandemic do for Steve?

[3:49] On closing three businesses at the same time

[9:41] Keeping it simple and having fun while creating value for their clients

[15:42] Testing his credibility by having speakeasies

[26:01] The most common issues the entrepreneurs who go to his speakeasy has

[34:26] The largest cheque he has ever received through his connections

[36:05] What does money mean to Steve?

[39:08] Where to find Steve

[40:02] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today, Bill engages in a conversation with Evan Ryan, who is not only his close friend but also his collaborator and the CEO/Founder of Teammate AI. Their discussion revolves around Evan's experience as a digital nomad, highlighting the advantages it brings and comparing it to working in a fixed location.

Evan Ryan, the visionary behind Teammate AI, is dedicated to assisting entrepreneurs in expanding their businesses through the utilization of artificial intelligence. Teammate AI has successfully launched and supported enterprises like Lede AI and ContentX, which leverage AI to autonomously generate, refine, and publish content without any human involvement.

Over the course of the last five years, Teammate AI has enabled numerous businesses to save countless hours by incorporating AI into a wide range of tasks, from simple assignments to intricate, multi-day processes. Evan primarily devotes his time to demonstrating to entrepreneurs how they can optimize their efficiency with AI and devising solutions that empower teams to transcend their role as mere human operators, enabling them to generate greater and more dynamic value.

Show notes:

[0:39] How has AI helped him on his trip?

[2:46] What has it been like to struggle to adapt to foreign foods and norms

[5:21] What has Evan learned about himself throughout the trip?

[10:18] What are the things Evan wants and does not apologize for?

[13:59] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Bill engages in a conversation with Greg Miarecki, a trusted friend who holds the positions of Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law and Director of the University of Illinois College of Law Leadership Project. They delve into a range of important topics, including the significance of vulnerability in leadership, effective handling of feedback as a leader, and the traits that contribute to good leadership. Their discussion also encompasses the themes of independence and continuous learning, highlighting their relevance in the realm of leadership.

Greg Miarecki is a prominent figure at the University of Illinois College of Law, where he holds the position of leading the Office of Career Planning and Professional Development. Together with his colleagues, Greg focuses on bridging the gap between employers and exceptional legal talent from the College of Law. He actively engages with students and alumni, working tirelessly to cultivate and promote their skills in the legal field. In addition, Greg collaborates closely with the faculty and administrative team on various important endeavors. These include activities such as recruiting prospective students, fostering alumni relations and development, and spearheading the creation of innovative curricula and programs. As an accomplished Adjunct Professor of Law, Greg imparts his knowledge to students through courses on trial advocacy, small firm practice, and in-house legal practice. He is also the lead instructor for the College's fundamental first-year course, Fundamentals of Legal Practice.

Prior to joining the College in 2011, Greg excelled as a partner at Winston & Strawn LLP's Chicago office, specializing in high-stakes, intricate commercial litigation and white-collar criminal cases. With a track record of representing major global corporations in critical legal battles, he developed expertise in trial work and provided invaluable guidance and mentorship to junior attorneys.

Greg's leadership abilities extend beyond the legal realm. He has been instrumental in founding, leading, and revitalizing various organizations. Notably, he served as the chief executive officer of the prestigious Chicago Yacht Club and held the esteemed position of President on the University of Chicago's Alumni Board of Governors. Currently, Greg's role as the Director of the University of Illinois College of Law's Leadership Project further showcases his commitment to fostering learning and facilitating discussions at the intersection of law and leadership.

Connect with Greg at:

Website: https://law.illinois.edu/faculty-research/faculty-profiles/greg-miarecki/

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

Show notes:

[0:03] Providing genuine feedback is a skill

[1:41] Why is it important to put yourself out there and be vulnerable as a leader?

[3:23] The ability to adjust is a good leadership trait

[6:53] On involving kids in their foundation

[10:14] What does money mean to Greg?

[11:39] Being a lifelong learner

[18:07] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Bill engages in a conversation with Greg Miarecki, a trusted friend who holds the positions of Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law and Director of the University of Illinois College of Law Leadership Project. They delve into a range of important topics, including the significance of vulnerability in leadership, effective handling of feedback as a leader, and the traits that contribute to good leadership. Their discussion also encompasses the themes of independence and continuous learning, highlighting their relevance in the realm of leadership.

Greg Miarecki is a prominent figure at the University of Illinois College of Law, where he holds the position of leading the Office of Career Planning and Professional Development. Together with his colleagues, Greg focuses on bridging the gap between employers and exceptional legal talent from the College of Law. He actively engages with students and alumni, working tirelessly to cultivate and promote their skills in the legal field. In addition, Greg collaborates closely with the faculty and administrative team on various important endeavors. These include activities such as recruiting prospective students, fostering alumni relations and development, and spearheading the creation of innovative curricula and programs. As an accomplished Adjunct Professor of Law, Greg imparts his knowledge to students through courses on trial advocacy, small firm practice, and in-house legal practice. He is also the lead instructor for the College's fundamental first-year course, Fundamentals of Legal Practice.

Prior to joining the College in 2011, Greg excelled as a partner at Winston & Strawn LLP's Chicago office, specializing in high-stakes, intricate commercial litigation and white-collar criminal cases. With a track record of representing major global corporations in critical legal battles, he developed expertise in trial work and provided invaluable guidance and mentorship to junior attorneys.

Greg's leadership abilities extend beyond the legal realm. He has been instrumental in founding, leading, and revitalizing various organizations. Notably, he served as the chief executive officer of the prestigious Chicago Yacht Club and held the esteemed position of President on the University of Chicago's Alumni Board of Governors. Currently, Greg's role as the Director of the University of Illinois College of Law's Leadership Project further showcases his commitment to fostering learning and facilitating discussions at the intersection of law and leadership.

Connect with Greg at:

Website: https://law.illinois.edu/faculty-research/faculty-profiles/greg-miarecki/

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

Show notes:

[0:54] Where did Greg get his leadership skills?

[3:50] When and why did he fall in love with sailing?

[5:55] Letting other people find independence as a leader

[9:45] What was it like for Greg to work on big cases as a lawyer?

[12:01] Balancing work, leisure, and family with his wife

[14:17] Why is it important to only do the things you’re good at and delegate the other things?

[16:28] How he handles feedback as someone in-charge

[20:21] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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The boom and bust cycle refers to the pattern in capitalist economies where they experience contraction following a period of growth, and then subsequently expand again. In this conversation, Bill engages with Dave Liu, who is an Author, Entrepreneur, Investor, Philanthropist, and Founder and CEO of Liucrative Endeavors. They discuss how Dave successfully anticipated and navigated the boom and bust cycle in both his financial and personal life. Furthermore, Dave shares insights into his background and cultural heritage, which significantly influence his entrepreneurial journey today.

Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons.

Reach out to Dave:

Website: https://liucrative.co/

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

Grab a copy of his book: https://liucrative.co/book/

Show notes:

[1:09] When did Dave figure out what was important to him?

[7:58] On his philanthropies

[21:06] Making every moment count

[22:08] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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To celebrate my good friend’s 6th year anniversary of getting his salary cut and turning it into a global success, Justin Breen is back to the Retire As You Desire Podcast. Just when Justin thought he had it all figured out, an unexpected twist in his story led him to a chance encounter with a World War II veteran that would change his life forever. What was this twist, and how did it lead Justin down a path toward serendipity and fulfillment? Be sure to tune in.

Justin Breen leads the Global Finance division at the Firm. He specializes in assisting top private credit providers with intricate corporate finance deals, such as leveraged sponsor buyouts, acquisition financing, and recapitalization transactions. Justin's clientele consists of prominent institutional investors, direct lenders, private debt funds, investment banks, and business development companies. He offers comprehensive advice on various financing transactions, including syndicated and non-syndicated senior and senior "stretch" loans, unitranche facilities, second lien financings, mezzanine financings, high-yield bonds, and structured preferred equity.

Learn more about Justin: https://linktr.ee/justinbreenLinkedIn: https://www.linkedin.com/in/justinbreen1/ Website: https://www.brepicllc.com/

Show notes:

[0:32] Celebrating and memorializing dates

[2:04] Everything in life summed up…

[5:08] Serendipitous meetings of the right people at the right time

[5:30] Be early. Be brave. Be honest.

[5:36] Always stay in the battle

[7:50] Justin’s family time—how it changed

[12:14] 3 things that stood out for Justin

[17:22] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today.

Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons.

Reach out to Dave:

Website: https://liucrative.co/

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

Grab a copy of his book: https://liucrative.co/book/

Show notes:

[0:31] Dave and his heritage

[5:09] What drove him to pursue entrepreneurship?

[10:05] What did Dave do in terms of squirreling away for later?

[20:03] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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From overcoming dyslexia and autism to becoming a renowned profiler, Susan Ibitz's journey is nothing short of inspiring. But just when you think you know her story, an unexpected twist takes you by surprise. In this episode, Bill and Susan talk about the power of interpreting body language and micro-expressions for impactful communication, discovering her transformative path toward becoming a human behavior hacker and financial consultant, mastering investing principles like buying low, selling high, keeping costs in check, diversification, and staying tenacious. They also talk about recognizing the importance of crafting a retirement plan and starting to save sooner rather than later.

Meet Susan Ibitz, a human behavior hacker who has spent her life mastering the art of reading people and understanding body language. Susan's unique background includes traveling the world with her diplomat father, immersing herself in various cultures, and learning multiple languages. After discovering her passion for profiling, she went on to study with experts like Paul Ekman and Robert Cialdini. Susan's expertise has led her to work with top financial advisors, helping them improve their communication skills and better connect with their clients. Get ready to learn from this fascinating expert on body language and micro-expressions!

Find more of her at: https://humanbehaviorlab.com/

Show notes:

[1:08] Susan’s superpower

[6:40] Proving someone wrong and proving yourself right

[12:38] On reading situations

[17:51] The problem with being so aware

[25:15] Getting caught in a lie

[31:00] Understanding behavior through eye contact and body language

[36:10] How to connect with Susan and find out more of Susan

[40:52] A question for Bill: numbers and podcasting

[43:34] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this second part of Bill's conversation with Lynn Thomas, CEO of Thomas Consulting, she delves further into the significance of establishing clear boundaries from the start. Additionally, she discusses her recent activities and highlights how having financial stability grants her the freedom to pursue her desired endeavors.

With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change.

Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.

Reach out to Lynn at:

Website: https://www.thomasconsultingwins.com/

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

Show notes:

[0:00] How important is it to tell someone your non-negotiables upfront?

[4:51] What’s Lynn up to these days?

[10:28] What does money mean to Lynn?

[12:43] Where to connect with Lynn

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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If you're feeling the frustration and disappointment of putting in countless hours and resources towards your business' growth through mentorship and branding, only to see little to no progress, then you are not alone! In this episode, Billy shares the mic with Bryan Sweet, an accomplished financial advisor and the mastermind behind Sweet Financial Services. They talk about embracing the indispensable role of personal growth, mentorship, and sustained positivity in life and business, rising above setbacks, and fostering a culture that thrives on honesty, visionary thinking, and unbridled creativity.

Bryan's journey to success began with his strong belief in self-investment, mentorship, and maintaining a positive outlook. Over the years, he has honed his skills and knowledge, leading him to manage over a billion dollars in assets. Bryan is passionate about helping others achieve their financial goals and sharing his wisdom on personal and professional growth. With his remarkable story and invaluable advice, you'll surely learn a thing or two from Bryan's experiences in the financial world.

Dream Architect: https://www.dreamarchitect.com/life-immersive

Ultimate Advisor: https://ultimateadvisorcoaching.com/

Email: bryan@sweetfinancial.com

Show notes:

[0:00] Intro

[1:00] Measuring progress backward: how Bryan started and succeeded in the financial industry?

[5:42] Investing in yourself: professionally and personally

[9:47] Bryan’s audacious goals

[12:20] Handling negative mindsets

[13:46] Having a passion for helping others

[20:03] Not everyone is going to celebrate with you

[23:30] Consciously selecting the 5 people closest to you

[25:08] The favorite part of his journey

[26:17] What Bryan’s future looks like

[27:32] Dream big; take action

[30:30] How to connect with Bryan

[32:25] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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During this episode, Bill has an insightful conversation with Lynn Thomas, the CEO of Thomas Consulting, about the potential future of the workplace. Lynn shares her valuable experiences working with individuals from various generations, ranging from baby boomers to Gen-Zs. Additionally, she provides helpful guidance for leaders who are interested in transitioning their employees from remote work to in-office work.

With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change.

Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.

Reach out to Lynn at:

Website: https://www.thomasconsultingwins.com/

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

Show notes:

[0:00] Intro

[0:30] What has Lynn’s experience been like working with people of different ages?

[4:45] Reimagination of the workplace

[6:40] Her advice to the people who are forced to go back to the office and the leaders who force them

[10:31] The toxic cultures and relationships in a workplace

[12:17] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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When Julia Waller started her exploration into the unique ability process, she had no idea it would lead her to uncover a hidden world of natural talents and strengths that could be unlocked. Through her dedication and empathetic coaching style, she guides her clients on a journey of self-discovery, helping them to fully realize their potential and create meaningful, lasting change in their lives. But how will this transformational process affect them in the long run?

In this episode, Julia takes you through the process of how Bill discovered and capitalized on his extraordinary abilities for self-satisfaction and accomplishment. They will also share how learning and embracing unique abilities lead to fortifying financial strategies while fostering valuable rapport with clients as retirement approaches. Your unique ability is something important to understand about yourself—make sure you tune in.

Meet Julia Waller, a renowned unique ability specialist and strategic coach focused on guiding financial planners to discover their strengths and leverage them for success. Julia offers a personalized approach to coaching, helping her clients uncover their hidden talents and use them to thrive in their businesses. Through her expertise in the unique ability process, Julia has been instrumental in transforming the lives and careers of countless financial professionals, enabling them to reach new heights in their field.

Learn more about Julia:

LinkedIn: https://www.linkedin.com/in/juliawaller/?originalSubdomain=ca

Unique Ability Website: https://uniqueability.com/

Show notes: [1:41] What is unique ability? [3:44] Strategic solution solver [9:38] The idea man [13:50] Genuine ways to relate to people [20:21] Learn when to say NO [32:50] The power of learning, embracing, and using your unique abilities [36:10] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.

Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.

Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.

Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.

Where to find Mike:

Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta

Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY

Show notes:

[0:00] Breakdown or take a break

[5:40] On his podcast’s success

[8:56] How writing the book changed his way of thinking

[12:49] Mike’s biggest financial goal moving forward

[14:12] Where to pick up a copy of Mike’s book, Owner Shift

[15:35] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.

Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.

Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.

Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.

Where to find Mike:

Website: https://mikemalatesta.com/LinkedIn: https://www.linkedin.com/in/mikemalatesta/ Twitter: https://twitter.com/MikeMalatesta

Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY

Show notes:

[2:15] What was it like for Mike to sell his 2nd company

[6:32] Why was it important to him to bring up the next generation and teach them?

[8:56] Which one of the sales of his companies was more rewarding for Mike?

[11:49] Mike’s new book: Owner Shift

[14:58] What does Owner Shift mean?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash.

From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including:

DREAM BIG: Rudy Ruettiger LIVE on Broadway

Visioneer: The Peter Diamandis Story

Rudy Ruettiger: The Walk On

Operation Toussaint

The Rebound

Connect with Nick at:

Website: https://nicknanton.com/

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

FB: https://www.facebook.com/Nicknanton

IG: https://www.instagram.com/nicknanton/

YT: https://www.youtube.com/channel/UCWOvnpNMTX4pKVIi234pOTg

Twitter: https://twitter.com/nicknanton1

Show notes:

[0:09] What is his favorite story to tell?

[8:21] On approaching his job gracefully

[12:33] What does money mean to Nick?

[20:36] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash.

From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including:

DREAM BIG: Rudy Ruettiger LIVE on Broadway

Visioneer: The Peter Diamandis Story

Rudy Ruettiger: The Walk On

Operation Toussaint

The Rebound

Connect with Nick at:

Website: https://nicknanton.com/

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

FB: https://www.facebook.com/Nicknanton

IG: https://www.instagram.com/nicknanton/

YT: https://www.youtube.com/channel/UCWOvnpNMTX4pKVIi234pOTg

Twitter: https://twitter.com/nicknanton1

Show notes:

[1:03] What has working been like for Nick for the past two years?

[4:48] How old was Nick when he won his first Emmy?

[14:33] How does his love for music make him a better storyteller?

[28:50] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.

Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.

Reach out to Justin:

Website: https://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Email: Justin@BrEpicLLC.com

Show notes:

[0:01] Building trust to work with someone he’s never met

[5:15] What’s next for Justin’s business

[9:38] How you can join BrEpic Network

[10:28] When is Epic Life coming out?

[11:50] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.

Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.

Reach out to Justin:

Website: https://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Email: Justin@BrEpicLLC.com

Show notes:

[2:19] What was it like for Justin to write his book in 16 days?

[4:23] Believing that nothing’s random anymore

[9:18] On his newest business

[12:37] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted.

For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen.

Learn more about Steve at:

Website: https://www.stevedsims.com/

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

FB: https://www.facebook.com/groups/stevedsims/

IG: https://www.instagram.com/stevedsims/

YT: https://www.youtube.com/stevedsims

Grab a copy of his book: https://amzn.to/3DzAMTh

Show notes:

[0:13] How did Steve go for stupid in his life?

[3:58] Is it more important for the person you will become to go for stupid?

[7:10] Putting yourself out there and going for it

[14:42] What’s a celebration point for him regarding his book?

[17:39] Where to find Steve and his book

[18:41] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted.

For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen.

Learn more about Steve at:

Website: https://www.stevedsims.com/

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

FB: https://www.facebook.com/groups/stevedsims/

IG: https://www.instagram.com/stevedsims/

YT: https://www.youtube.com/stevedsims

Grab a copy of his book: https://amzn.to/3DzAMTh

Show notes:

[1:25] How does he feel about his book coming out?

[7:26] What separates millionaires from billionaires?

[15:51] What’s causing people to attack each other?

[18:57] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

How can you win a negotiation?

In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!

Find more about Chris Voss:

https://www.blackswanltd.com/home

https://www.blackswanltd.com/our-team/chris-voss

https://blog.blackswanltd.com/the-edge

Show notes:

[0:32] How important is it to listen?

[6:14] The future vision for himself and his companies

[10:57] Things that stood out for Chris while publishing his book

[17:27] What does money mean to Chris?

[19:07] Text Black Swan Method to 33777

[21:58] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

How can you win a negotiation?

In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!

Find more about Chris Voss:

https://www.blackswanltd.com/home

https://www.blackswanltd.com/our-team/chris-voss

https://blog.blackswanltd.com/the-edge

Show notes:

[0:22] How Bill met Chris Voss

[1:57] Getting access to Chris’ newsletter and a ton of incredible information

[4:30] Coaching a kidnapping story

[12:10] How important is it to understand the other side?

[17:45] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom.

Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition).

Connect with Nic at:

Website: https://www.nicpeterson.com/

LinkedIn: https://www.linkedin.com/in/nic-peterson/

Twitter: https://twitter.com/PeterNicson

Show notes:

[0:08] On conventional wisdom

[2:59] What does he love the most about being on stage?

[6:58] What does the freedom he has mean to him?

[15:27] What does money mean to Nic?

[20:24] Where can you find more of Nic?

[21:04] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom.

Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition).

Connect with Nic at:

Website: https://www.nicpeterson.com/

LinkedIn: https://www.linkedin.com/in/nic-peterson/

Twitter: https://twitter.com/PeterNicson

Show notes:

[0:31] Why is less more?

[11:44] What was Nic’s childhood like?

[21:33] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.

Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.

You can reach Mark at:

Website: http://www.fujiwarabaird.com/

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

Email: mfujiwara@rwbaird.com

Show notes:

[0:16] People are doing more instead of doing less

[2:45] Mark’s new book: Achieving Results

[8:34] What does money mean to Mark?

[18:30] Where to find Mark

[21:58] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.

Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.

You can reach Mark at:

Website: http://www.fujiwarabaird.com/

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

Email: mfujiwara@rwbaird.com

Show notes:

[1:42] How collaborating with Justin Breen is like

[8:12] Mark’s journey to success

[11:52] On his authenticity as the ikigai

[16:45] Being a hundred percent present with his family

[20:54] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.

Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.

Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.

Connect with Chris at:

Website: https://winject.com/chrisross/

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

Phone: 843-396-2104

Show notes:

[0:06] On creating his own marketplace—a safe one

[5:21] What’s Chris’ legacy going to be?

[7:52] How does he deal with haters?

[14:50] Where to find more of Chris?

[15:32] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.

Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.

Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.

Connect with Chris at:

Website: https://winject.com/chrisross/

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

Phone: 843-396-2104

Show notes:

[1:17] Let’s talk about what Chris keeps on his desktop computer

[4:43] How does he utilize the file for his growth?

[6:43] What’s next for Chris?

[10:20] How does he focus on the positive, not the negative?

[12:19] What was wrong with the podcasting industry?

[21:20] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself.

Dr. Astruc first became interested in psychiatry during medical school. He realized that his favorite part of rotations was sitting down with patients after his rounds were completed, getting to hear their stories and know them individually.

Dr. Astruc graduated from the Virginia Commonwealth School of Medicine in Psychiatry and has worked as the medical director of the Saratoga Hospital Mental Health Unit, the medical director of Saratoga County Alcohol and Substance Abuse Services, and as a coach for entrepreneurs. He’s spent the last 15+ years in private practice in general psychiatry.

With over 50,000 hours of experience helping people find their way out of mental illness, Dr. Astruc loves getting to know his patients and helping them on their journey from despair to hope.

Connect with Manuel at:

Websites:

https://manuelastruc.com/

https://manuelastrucmd.com/

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

Show notes:

[0:05] How much does food play a role in someone’s depression?

[2:37] The importance of setting goals when you’re depressed

[4:27] How do you help someone who is in a state of depression?

[7:34] Can addressing problems help in battling depression?

[11:15] What does it mean to Manuel?

[12:09] Where to find more of Manuel

[14:01] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself.

Dr. Astruc first became interested in psychiatry during medical school. He realized that his favorite part of rotations was sitting down with patients after his rounds were completed, getting to hear their stories and know them individually.

Dr. Astruc graduated from the Virginia Commonwealth School of Medicine in Psychiatry and has worked as the medical director of the Saratoga Hospital Mental Health Unit, the medical director of Saratoga County Alcohol and Substance Abuse Services, and as a coach for entrepreneurs. He’s spent the last 15+ years in private practice in general psychiatry.

With over 50,000 hours of experience helping people find their way out of mental illness, Dr. Astruc loves getting to know his patients and helping them on their journey from despair to hope.

Connect with Manuel at:

Websites:

https://manuelastruc.com/

https://manuelastrucmd.com/

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

Show notes:

[0:22] How did Manuel fall in love with the field of psychology?

[3:16] Where he learned his skill of making people talk

[4:54] How and why he created his business

[13:19] What did burnout look like for Manuel?

[16:01] Can burnout take years off your life?

[16:56] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years.

As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn’t just a head game; it’s also a heart game.

Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she’s the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.

A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She’s a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.

A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.

Connect with Shannon at:

Website: https://www.strategiccoach.com/

https://yourteamsuccess.com/

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

Listen to her podcast: https://apple.co/37Y5lVs

Show notes:

[0:18] How she got associated with Strategic Coach

[9:40] What does money mean to Shannon?

[11:51] Great teamwork ideas with your significant other

[15:30] Where to find Shannon

[17:14] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years.

As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn’t just a head game; it’s also a heart game.

Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she’s the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.

A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She’s a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.

A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.

Connect with Shannon at:

Website: https://www.strategiccoach.com/

https://yourteamsuccess.com/

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

Listen to her podcast: https://apple.co/37Y5lVs

Show notes:

[0:00] Intro

[0:15] Why does Shannon like writing books?

[3:56] On teamwork

[8:36] Drawing the line in terms of giving up tasks and keeping them

[11:43] Her advice for people about finding the right folks

[16:47] Using the Kolbe test to hire people

[23:35] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.

David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law.

Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.

In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.

Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.

Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.

Connect with Dave at:

Website: https://eplawcenter.com/

https://www.lawyerswithpurpose.com/

LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/

Show notes:

[0:00] The Digitization of Law

[4:38] What’s changed and what’s in the future for estate planning?

[15:17] Where to find more of Dave?

[16:33] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.

David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law.

Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.

In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.

Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.

Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.

Connect with Dave at:

Website: https://eplawcenter.com/

https://www.lawyerswithpurpose.com/

LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/

Show notes:

[0:41] What is Guidr and how did it come to be?

[11:01] How has Dave’s mindset changed from a collaboration standpoint?

[17:54] More will come back to you if you focus on other people

[21:02] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.

Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies.

In total, they’ve generated over 50,000 customers and have allowed him to work with brands like Fidelity Investments and Tony Robbins.

In 2016 Dan launched his first WinBack campaign and was more than surprised when it produced an amazing 57X ROI.

Nothing in his 20 years of marketing had created that much revenue that fast at such a low cost.

Based on the success and predictability of WinBack, Dan founded WinBack Labs and became an evangelist for this undervalued and under-appreciated revenue strategy.

Connect with Dan at:

Website: https://winbacklabs.com/

https://thebusinesssource.com/

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

Listen to his podcast: https://winbacklabs.com/podcast/

Show notes:

[0:01] Setting limits for their WinBack program

[2:33] What about the company morale after losing and then getting back their clients?

[6:10] The difference between 32x and 180x returns on client

[12:07] His advice for people on creating their own WinBack

[14:28] What does money mean to Dan?

[16:00] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.

Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies.

In total, they’ve generated over 50,000 customers and have allowed him to work with brands like Fidelity Investments and Tony Robbins.

In 2016 Dan launched his first WinBack campaign and was more than surprised when it produced an amazing 57X ROI.

Nothing in his 20 years of marketing had created that much revenue that fast at such a low cost.

Based on the success and predictability of WinBack, Dan founded WinBack Labs and became an evangelist for this undervalued and under-appreciated revenue strategy.

Connect with Dan at:

Website: https://winbacklabs.com/

https://thebusinesssource.com/

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

Listen to his podcast: https://winbacklabs.com/podcast/

Show notes:

[0:21] Making his idea into a business

[4:36] What caused attrition in his business in 2016?

[7:53] The metrics he has put into place for their WinBack program

[13:17] The process for screening clients

[16:05] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.

Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he created digital products and helped companies with their monetization models. This is why he started his own business and supported small and medium enterprises with their content strategy.

Connect with Yakup at:

Website: https://www.contentmentoring.com/

LinkedIn: https://www.linkedin.com/in/yakup-%C3%B6zkardes-cheung-b40b3864/

Show notes:

[0:06] On the publication he’s working on

[1:36] The importance of giving value to people

[7:15] What does money mean to Yakup?

[9:04] Where to find Yakup?

[10:05] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.

Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he created digital products and helped companies with their monetization models. This is why he started his own business and supported small and medium enterprises with their content strategy.

Connect with Yakup at:

Website: https://www.contentmentoring.com/

LinkedIn: https://www.linkedin.com/in/yakup-%C3%B6zkardes-cheung-b40b3864/

Show notes:

[0:40] How he got started in the content creation industry

[3:01] What is Content Marketing?

[4:40] What is the future of Content Marketing?

[10:01] Going on a live broadcast

[12:14] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation.

Erin Diehl is a graduate of Clemson University and former experiential marketing and recruiting professional as well as a veteran improviser from the top improvisational training programs in Chicago, including The Second City, i.O. Theater and The Annoyance Theatre. Erin conducts workshops across the country leveraging improvisational techniques to improve employees’ skills in corporate settings.

Her work with clients such as United Airlines, PepsiCo, Groupon, Deloitte, Motorola, Lowe’s, Accenture, Walgreens, and The Obama Foundation earned her the 2014 Chicago RedEye Big Idea Award and has nominated her for the 2015-2019 Chicago Innovations Award. Erin was a speaker for Disrupt HR Chicago, hosted the 2016 RedEye Big Idea Awards, and has been a speaker for HRMAC Chicago, SHRM Chicago, Disrupt HR, the Business Marketing Association, and Emerging Leaders of the Chicagoland Chamber of Commerce. She is also a proud member of The Chicago Innovation Awards Women’s Cohort and a graduate of the Goldman Sachs 10,000 Small Business Program.

Among her many accolades, Erin is most proud of successfully coercing over 12,000 professionals to chicken dance.

Connect with her at:

Website: https://www.learntoimproveit.com/

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

IG: https://www.instagram.com/keepinitrealdiehl

Listen to her podcast: The improve it! Podcast at: https://www.learntoimproveit.com/podcast

Access her Hybrid Hype worksheet: https://www.learntoimproveit.com/hybrid-hype

Show notes:

[0:00] Intro

[0:10] Her experiences with the people who take her course

[3:43] On having her own podcast: The improve it! Podcast

[6:14] Her rewards for having her podcast

[7:40] What does money mean to Erin?

[9:17] Where to find more of Erin?

[11:00] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation.

Erin Diehl is a graduate of Clemson University and former experiential marketing and recruiting professional as well as a veteran improviser from the top improvisational training programs in Chicago, including The Second City, i.O. Theater and The Annoyance Theatre. Erin conducts workshops across the country leveraging improvisational techniques to improve employees’ skills in corporate settings.

Her work with clients such as United Airlines, PepsiCo, Groupon, Deloitte, Motorola, Lowe’s, Accenture, Walgreens, and The Obama Foundation earned her the 2014 Chicago RedEye Big Idea Award and has nominated her for the 2015-2019 Chicago Innovations Award. Erin was a speaker for Disrupt HR Chicago, hosted the 2016 RedEye Big Idea Awards, and has been a speaker for HRMAC Chicago, SHRM Chicago, Disrupt HR, the Business Marketing Association, and Emerging Leaders of the Chicagoland Chamber of Commerce. She is also a proud member of The Chicago Innovation Awards Women’s Cohort and a graduate of the Goldman Sachs 10,000 Small Business Program.

Among her many accolades, Erin is most proud of successfully coercing over 12,000 professionals to chicken dance.

Connect with her at:

Website: https://www.learntoimproveit.com/

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

IG: https://www.instagram.com/keepinitrealdiehl

Listen to her podcast: The improve it! Podcast at: https://www.learntoimproveit.com/podcast

Access her Hybrid Hype worksheet: https://www.learntoimproveit.com/hybrid-hype

Show notes:

[0:41] How Erin started in the world of comedy

[3:51] Transitioning to making scripts from scratch

[5:23] Being able to find her voice through improvisation

[8:15] On people not finding their BIG

[10:00] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.

José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Containers & Custom Packaging Inc., a logistics and packaging company, and Reikoku LLC, a consulting company.

Born in Chihuahua, Mexico, José has an Engineering degree from Instituto Tecnológico de Chihuahua II and worked as a Packaging Engineer for Delphi, where he immersed himself in operations and logistics for the packaging industry. He was a Global Packaging Engineer for Siemens, designing products and process efficiencies that he pivoted to his own venture. In 2008, José and a partner launched Global Containers and Custom Packaging de México SA de CV to fill an industry gap: integrated packaging and logistics services committed to providing a flawless customer experience.

In 2009 the company expanded to El Paso, Texas, leading to a decade of growth and expansion. In 2019, José and his team won the Bridge Accelerator, an intensive, highly specialized program sponsored by Microsoft. It that selects local suppliers from the border region and ramps up their operations to international business standards to make them more viable members of the border supply chain. The award included $25K, which José used to expand the company’s binational footprint (Mexico/US).

In 2017, Global Containers won the City of El Paso, Texas’ ‘Exporter of the Year’ award, earning José a commendation letter from the former member of the US House of Representatives and Presidential Candidate Beto O’Rourke. Accolades aside, as a successful Latino business innovator, José helps entrepreneurs to start and operate companies in the US and Latin America. His latest venture, Reikoku Consulting, provides growth solutions and guidance for entrepreneurs looking to start a business or for companies wishing to develop a relevant business journey that will create better results for all the parts.

Connect with Jose at:

Websites: http://www.globalcontainers.net/

http://www.consulting.reikoku.com/

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

Show notes:

[0:31] What advice can he give to people who want to start their entrepreneurial journey?

[4:49] How important is it to focus on relationships?

[9:21] What does money mean to Jose?

[10:33] Where to find Jose

[11:37] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.

José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Containers & Custom Packaging Inc., a logistics and packaging company, and Reikoku LLC, a consulting company.

Born in Chihuahua, Mexico, José has an Engineering degree from Instituto Tecnológico de Chihuahua II and worked as a Packaging Engineer for Delphi, where he immersed himself in operations and logistics for the packaging industry. He was a Global Packaging Engineer for Siemens, designing products and process efficiencies that he pivoted to his own venture. In 2008, José and a partner launched Global Containers and Custom Packaging de México SA de CV to fill an industry gap: integrated packaging and logistics services committed to providing a flawless customer experience.

In 2009 the company expanded to El Paso, Texas, leading to a decade of growth and expansion. In 2019, José and his team won the Bridge Accelerator, an intensive, highly specialized program sponsored by Microsoft. It that selects local suppliers from the border region and ramps up their operations to international business standards to make them more viable members of the border supply chain. The award included $25K, which José used to expand the company’s binational footprint (Mexico/US).

In 2017, Global Containers won the City of El Paso, Texas’ ‘Exporter of the Year’ award, earning José a commendation letter from the former member of the US House of Representatives and Presidential Candidate Beto O’Rourke. Accolades aside, as a successful Latino business innovator, José helps entrepreneurs to start and operate companies in the US and Latin America. His latest venture, Reikoku Consulting, provides growth solutions and guidance for entrepreneurs looking to start a business or for companies wishing to develop a relevant business journey that will create better results for all the parts.

Connect with Jose at:

Websites: http://www.globalcontainers.net/

http://www.consulting.reikoku.com/

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

Show notes:

[1:17] Why is it important for Jose to be surrounded by Star Wars toys

[3:07] Jose’s advice to stay young and be childlike

[5:23] What made Jose start his entrepreneurial journey?

[10:38] On making a bet on himself and taking the risk

[13:21] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the stories about ADHD and the spectrums associated with it, so it would mean a lot if you shared this episode with as many of your friends as possible.

An entrepreneur diagnosed as an adult with ADHD and Asperger’s, André Brisson has drawn from his experience overcoming obstacles in life to create a unique process of simplifying what seems impossible and creating intellectual shortcuts. These processes were unknowingly developed to overcome his ADHD symptoms prior to his diagnosis. They were key for the success he has had in life and his start-up engineering businesses.

André is a successful entrepreneur who has started 5 companies, failed at 2, and succeeded with 3. He has managed to make 2 of his companies self-managing, and he will explain how that was achieved.

Find out more about André:

Website: https://theimpulsivethinker.com/

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

The Impulsive Thinker Podcast: https://podcasts.apple.com/us/podcast/the-impulsive-thinker/id1586240372

Show notes:

[0:03] What did André do after getting diagnosed?

[1:08] What is neurodivergent? And his advice to people with ADHD

[4:53] How he helps high-achieving ADHD entrepreneurs

[6:26] What does money mean to André?

[9:06] The Impulsive Thinker podcast

[11:47] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the stories about ADHD and the spectrums associated with it, so it would mean a lot if you shared this episode with as many of your friends as possible.

An entrepreneur diagnosed as an adult with ADHD and Asperger’s, André Brisson has drawn from his experience overcoming obstacles in life to create a unique process of simplifying what seems impossible and creating intellectual shortcuts. These processes were unknowingly developed to overcome his ADHD symptoms prior to his diagnosis. They were key for the success he has had in life and his start-up engineering businesses.

André is a successful entrepreneur who has started 5 companies, failed at 2, and succeeded with 3. He has managed to make 2 of his companies self-managing, and he will explain how that was achieved.

Find out more about André:

Website: https://theimpulsivethinker.com/

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

The Impulsive Thinker Podcast: https://podcasts.apple.com/us/podcast/the-impulsive-thinker/id1586240372

Show notes:

[1:35] What revelation did he have when he discovered he had ADHD and borderline Asperger’s?

[4:31] What is Asperger’s syndrome?

[6:38] The Kolbe test and how it helped André be in a creative state

[10:37] How do people with ADHD and Asperger’s find balance?

[12:27] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today's episode, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They dive deeper into the importance of having a strong network and how it evolved for him. He also talks about the Grow Stack Drive event.

CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in real estate transactions. He has planted multiple churches and mentored hundreds. He is passionate about helping business leaders Build Confidence, Gain Clarity & Create Community. More than that, Ken is a generous father and friend.

Connect with Ken at:

Website: https://growstackdrive.com/

LinkedIn: https://www.linkedin.com/in/ken-joslin-86812b197/

IG: https://www.instagram.com/kenjoslin/

FB: https://www.facebook.com/kenjoslingroup

Twitter: https://twitter.com/kenjoslin

YT: https://www.youtube.com/channel/UCH4r3LJBXm6d5qYrJACHtFw Get a free digital copy of his book here: https://book.growstackdrive.com/

Show notes:

[0:15] How has his network evolved?

[5:06] The Grow Stack Drive event

[12:18] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life.

CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in real estate transactions. He has planted multiple churches and mentored hundreds. He is passionate about helping business leaders Build Confidence, Gain Clarity & Create Community. More than that, Ken is a generous father and friend.

Connect with Ken at:

Website: https://growstackdrive.com/

LinkedIn: https://www.linkedin.com/in/ken-joslin-86812b197/

IG: https://www.instagram.com/kenjoslin/

FB: https://www.facebook.com/kenjoslingroup

Twitter: https://twitter.com/kenjoslin

YT: https://www.youtube.com/channel/UCH4r3LJBXm6d5qYrJACHtFw

Show notes:

[0:00] Intro

[0:35] How to change your life in 90 days

[3:59] What does Ken’s schedule look like?

[11:29] The importance of gratitude for Ken

[15:28] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned, this is a great episode to tune in to.

Damon Burton's expertise is more important than ever in helping businesses thrive online. Over a decade ago, he beat a billion-dollar company by outranking them on Google. He knew he was onto something and has gone on to build an international search engine marketing company that's worked with NBA teams and Inc5000 & Shark Tank featured businesses.

Never before has there been so many people needing something to focus their attention on… AND the time to do it. Your customers are on either their phone, tablet, or computer 24/7. Simply having a website isn’t enough, and no one knows this better than search engine marketing expert Damon Burton.

Since founding his company SEO National in 2007, he writes for Forbes, has been featured in publications including Entrepreneur Magazine, BuzzFeed, and USA Weekly, and has helped high-profile clients make more in a month than they used to in a year.

Connect with Damon at:

Website: https://www.seonational.com/

https://www.damonburton.com/

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

IG: https://www.instagram.com/entrepreneurdamon/

FB: https://www.facebook.com/damon.burton

Twitter: https://twitter.com/EntrepreneurDB

Show notes:

[0:15] Why family has always been important for him

[3:54] His journey of growing his number of employees

[10:05] How he uses his generosity to help his business

[13:17] On marrying and starting his business 15 years ago

[20:41] On his honesty and why he sends his book to people for free

[26:11] What does money mean to Damon?

[27:58] Where to find Damon

[28:37] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill is joined by Julia Waller, a Team Leader, and Unique Ability Coach at Strategic Coach. They talk about how people can find their own unique abilities and how Julia can help them with it through her coaching.

Julia Waller is a team leader and Unique Ability® coach with Strategic Coach®, an organization focused on helping highly successful entrepreneurs and their teams to expand their entrepreneurial freedom. She is the creator and pioneering coach of The Unique Ability® Discovery Process, which she has used over the past two decades to help the entire Strategic Coach team to define their unique set of talents and the passion that drives them. Julia’s own Unique Ability is “making meaningful connections that integrate the parts of a whole and create a path for people to grow and fully express who they are.”

Additionally, Julia is a co-author of two books on Unique Ability, the latest being Unique Ability® 2.0: Discovery, in which she walks readers through a step-by-step process to help them arrive at a clear, concise, and well-articulated understanding of their own Unique Ability. Julia Waller, Unique Ability Specialist, Toronto Office, Strategic Coach

Learn more about Julia:

Website: https://uniqueability.com/

Grab a copy of Unique Ability® 2.0: Discovery: https://uniqueability.com/the-book/

Show notes:

[1:19] How did Julia find her unique ability and teach others to find theirs?

[6:44] On building a business around your unique ability

[8:57] How can people understand what their unique abilities are?

[14:47] What are the success stories when people find their unique abilities?

[20:57] How does she help people say no?

[28:33] How many unique abilities do people have?

[35:58] Give yourself permission to be in your unique ability

[36:37] What’s next for Julia?

[41:34] How important is it to understand your childhood in understanding who you are?

[44:01] Where to learn more about Julia

[47:59] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Welcome back to part 2 of the Core Value Equation episode with Core Value Evangelist, Darius Mirshahzadeh. In this episode, he talks about his realization after publishing his book, the new project that he’s been working on, Scale M.A.P., and how he can help entrepreneurs scale their business through it.

Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ranked #9 on Glassdoor’s list of Top CEOs of Small and Medium Companies in the US. He’s led organizations that have won numerous Stevie awards, been named “#3 Best Place to Work” by San Francisco Business Times, and have landed at #40 on the Inc. 500 list of fastest-growing companies. Darius has been recognized in the New York Times and Inc. Magazine for innovation in corporate culture. His business insights and thought leadership have been published in Huffington Post, Entrepreneur.com, Fast Company, and Forbes.

Grab a copy of his book, The Core Value Equation: https://therealdarius.com/book-3/

Reach out to Darius at:

Website: https://therealdarius.com/

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

IG: https://www.instagram.com/whoompdarius/

FB: https://www.facebook.com/therealdariusm

YT: https://www.youtube.com/user/dmirshahzadeh

Twitter: https://twitter.com/kingdarius

Listen to his podcast, Greatness Machine: https://therealdarius.com/podcast/

Show notes:

[0:24] His last name — a quick history

[3:08] The biggest surprises that came to him after publishing his book

[5:58] His new project

[17:29] Anticipating and tackling the problems of scaling a business

[21:14] Seeing exponential growth through people speaking up about the business

[26:20] Who should come to Darius for Scale M.A.P?

[28:20] How to find Darius for Scale M.A.P

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Core values are the fundamental beliefs of a person or organization. And today, we’re going to talk all about that with Core Value Evangelist, Entrepreneur, fellow Podcaster, and Best-Selling Author Darius Mirshahzadeh. He shares his core values in life and business and his book, The Core Value Equation, from which entrepreneurs and CEOs can get pointers about building the right company culture.

Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ranked #9 on Glassdoor’s list of Top CEOs of Small and Medium Companies in the US. He’s led organizations that have won numerous Stevie awards, been named “#3 Best Place to Work” by San Francisco Business Times, and have landed at #40 on the Inc. 500 list of fastest-growing companies. Darius has been recognized in the New York Times and Inc. Magazine for innovation in corporate culture. His business insights and thought leadership have been published in Huffington Post, Entrepreneur.com, Fast Company, and Forbes.

Grab a copy of his book, The Core Value Equation: https://therealdarius.com/book-3/

Reach out to Darius at:

Website: https://therealdarius.com/

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

IG: https://www.instagram.com/whoompdarius/

FB: https://www.facebook.com/therealdariusm

YT: https://www.youtube.com/user/dmirshahzadeh

Twitter: https://twitter.com/kingdarius

Listen to his podcast, Greatness Machine: https://therealdarius.com/podcast/

Show notes:

[0:50] How did Darius come up with the core value evangelist?

[7:12] Putting family first, business second

[13:57] Do people not plan out their core values because it’s hard to tell yourself the truth?

[23:36] On his love for words

[26:52] The eye of the tiger

[33:20] Where to find Darius

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill speaks with the Co-Founder of 90-Minute Books, Stuart Bell, about publishing and how his business help entrepreneurs build their business and connect with their audience through books.

Stuart's marketing and operational experience helped take 90-Minute Books from an idea to an organization that has helped over 800 business owners and entrepreneurs create their greatest lead generation tool.

Working closely with the team and our clients to create a simple, friction-free way of getting your message in front of potential clients, Stuart's focus is on speaking with business owners to maximize the potential of your book and developing our products and processes to support these outcomes.

Learn more about Stuart:

https://www.90minutebooks.com/podcast/tag/BookBlueprintScore

Website: https://www.90minutebooks.com/

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

Email: stuart@90minutebooks.com

Show notes:

[1:14] Can someone really write a book in ninety minutes?

[8:59] What’s their 8-step process of making a book?

[17:39] What has been the best success story he has seen with his clients?

[27:52] How does their scorecard help people understand how the book should fit into their business?

[38:04] The art of repurposing a book

[41:42] Traditional publishing vs. self-publishing

[47:45] Where the journey led Stuart

[48:20] Where to find Stuart and his services

[51:48] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks to the Founder and Chief Strategist of Your Brand Amplified®, Anika Jackson, about how authenticity can help you create your personal brand and get you the right audience. She also shares tips and strategies to make the best out of your ads and content on any social media platform.

Anika is a mother, community volunteer, philanthropist, marketing and communications strategist, and podcast host. As a Marcom executive, she has done it all, including experiential marketing/ event production, launch marketing, public relations, digital, and influencer throughout her multiple-decade career.

She is a member of the Quickbooks Small Business Council, as well as on the Advisory Board for the Women in Leadership program for UCSB’s PaCE; advisor for Junior League of Los Angeles’ 2022 – 2023 President; founding board member of Learn Grow Lead; and Ballona Wetlands Philanthropy Chair for National Charity League’s Pier Chapter.

In Anika’s newest role, she is an adjunct professor at USC Annenberg School for Communication and Journalism, teaching graduate students in Public Relations about Public Relations and Branding.

Learn more about Anika:

Website: https://yourbrandamplified.co/

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

FB: https://www.facebook.com/amplifywithanika

IG: https://www.instagram.com/amplifywithanika/

Email: anika@yourbrandamplified.co

Listen to her podcast: https://yourbrandamplified.co/podcast/

Show notes:

[0:19] Who is Anika Jackson?

[1:15] What works for companies today in terms of branding and getting customers organically?

[7:00] Is it best for people to post the same content on all the platforms on the same day?

[10:25] How do you find the right audience?

[14:04] Are short reels more effective?

[17:11] Who are the people Anika can help?

[20:12] Where to find Anika

[20:59] What does money mean to Anika?

[24:31] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience.

Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge.

Find Fredrick and learn about him at:

LinkedIn: https://www.linkedin.com/in/fredrick-bussey-iconstatus/

Show notes:

[3:11] What changes his perspective and way of thinking?

[6:22] What does money mean to Fredrick?

[8:36] Success leaves clues

[9:08] Where to follow or contact Fredrick?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience.

Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge.

Find Fredrick and learn about him at:

LinkedIn: https://www.linkedin.com/in/fredrick-bussey-iconstatus/

Show notes:

[0:30] Who is Fredrick Douglas Bussey?

[1:45] What helped Fredrick become the man he is today?

[3:55] Lessons that catapulted him to allow him to create a firm and do the other things he’s doing

[7:33] How being away from his business and family allowed Fredrick and his business to grow

[10:30] The secret of scheduling: Family is first and last on his calendar, while business goes in between

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation?

Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap.

David McKnight has helped put thousands of Americans on the road to the zero percent tax bracket for more than 22 years. 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, Kiplinger’s, MarketWatch, and numerous other national publications.

His bestselling book The Power of Zero has sold over 250,000 copies, and Penguin Random House published the updated and revised version. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. 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.

Find David and learn about him at:

Web: https://davidmcknight.com/

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

The Power Of Zero Show: https://podcasts.apple.com/ca/podcast/the-power-of-zero-show/id1441026169

FB: https://www.facebook.com/davidmcknightandcompany

Show notes:

[0:01] On Pres. Biden's new tax legislation

[4:00] What will David do to fix the fiscal condition of the country

[8:32] The importance of Roth IRA conversion

[11:41] Bumping UP your tax conversion

[12:45] The Infinity Code — the details

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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At what specific time of the day: morning, afternoon, or nighttime, are you scrolling through social media or e-commerce sites and end up mindlessly buying things? Have you ever given this much thought? There might be a pattern there that you haven’t noticed and need to address. Remember that even small purchases can result in massive spending when compounded.

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

View Details

Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation?

Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap.

David McKnight has helped put thousands of Americans on the road to the zero percent tax bracket for more than 22 years. 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, Kiplinger’s, MarketWatch, and numerous other national publications.

His bestselling book The Power of Zero has sold over 250,000 copies, and Penguin Random House published the updated and revised version. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. 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.

Find David and learn about him at:

Web: https://davidmcknight.com/

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

The Power Of Zero Show: https://podcasts.apple.com/ca/podcast/the-power-of-zero-show/id1441026169

FB: https://www.facebook.com/davidmcknightandcompany

Show notes:

[0:41] Diving deeper into The Power of Zero

[3:49] How is it possible to write a book in just three days?

[5:22] The premise of David's new Financial (thriller) novel

[11:16] America and its fiscal condition

[13:41] US currency and its future

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Life is short not to celebrate our wins—no matter if it is big or small. Most of us forget that being successful also means feeling grateful for your journey. We think that only big goals are worth celebrating. Starting today, challenge yourself to celebrate small victories as well because that’s when you’ll truly find happiness in your success. Appreciate the WHOLE journey.

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to do both simultaneously.

Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During fifteen of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide, spent three years in the top 200 nationally ranked originators, and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of LAUNCH-How to Take Your Business to New Heights, the top podcast host of Mortgage Lending Mastery, and a highly sought and charismatic speaker; speaking on stages with such icons as Darren Hardy, Tony Robbins, and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year after year.

She has been seen and heard on Good Morning America, Sirius/XM Radio, Voice America, and Mortgage News Network. Jen has been featured in publications such as The Wall Street Journal and The Washington Post, is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine, and has been recognized with the Women with Vision Award as one of the Top Women in the Mortgage Industry.

Connect with Jen at:

Website: https://www.jenduplessis.com/

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

FB: https://www.facebook.com/JenDuPlessis22/

IG: https://www.instagram.com/jenduplessis

Twitter: https://twitter.com/JenDuPlessis

Check out her podcast: https://www.jenduplessis.com/podcast/

Show notes:

[1:12] Where did she get her confidence to do anything?

[7:52] On not being able to make memories with her family and cracking the code to spend more time with them

[10:40] How Jen changed her habits

[12:58] What does money mean to Jen?

[15:06] Where to find more of Jen?

[17:46] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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"So don't forget, do the things you love."

Do you want to be able to have fun and live life to the fullest? I'm sharing the solution so that you can achieve financial freedom. I'm having a great time on Friday. I went down to the yacht club for lunch, and it was beautiful out. It's so hard to stay within your budget when you see something you want to do, and it's Friday. You have to set goals so you can free yourself up to do the things you love.

In this quick episode, you’ll learn how to budget for fun expenses, the importance of setting goals, and how to free up time to do the things you love.

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for

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In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to do both simultaneously.

Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During fifteen of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide, spent three years in the top 200 nationally ranked originators, and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of LAUNCH-How to Take Your Business to New Heights, the top podcast host of Mortgage Lending Mastery, and a highly sought and charismatic speaker; speaking on stages with such icons as Darren Hardy, Tony Robbins, and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year after year.

She has been seen and heard on Good Morning America, Sirius/XM Radio, Voice America, and Mortgage News Network. Jen has been featured in publications such as The Wall Street Journal and The Washington Post, is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine, and has been recognized with the Women with Vision Award as one of the Top Women in the Mortgage Industry.

Connect with Jen at:

Website: https://www.jenduplessis.com/

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

FB: https://www.facebook.com/JenDuPlessis22/

IG: https://www.instagram.com/jenduplessis

Twitter: https://twitter.com/JenDuPlessis

Check out her podcast: https://www.jenduplessis.com/podcast/

Show notes:

[1:44] What allowed Jen to live a life of luxury?

[4:59] What gives Jen the most energy?

[8:34] How do you know you’re doing the right thing in your life

[12:11] What’s going on for Jen

[16:35] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you have the patience to wait for delayed gratification? Do you have the patience to wait for delayed gratification?

"When you give yourself time to have delayed gratification, that's when magical things happen."

I want instant gratification, just like everyone else. But when you give yourself time to have delayed gratification, that's when magical things happen. You have to give yourself time to think and allow these things to grow and manifest. And if you're hitting your goals short-term, they're probably not big enough. You probably need to set up a bigger goal for yourself. While you can, make those goals bigger and make them count!

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years and then some.

Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients’ wealth.

He is recognized as one of Canada’s top overall Advisors, author of several publications, and co-author of The Bankers’ Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.

Reach out to Jayson at:

Website: http://www.ascendantfinancial.ca/

LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/

Show notes:

[1:12] Managing his team and the obstacles he’s had in his career before Kolbe

[7:49] How many free days does he take every year?

[12:29] What does money mean to Jayson?

[14:40] Where to find Jayson

[15:51] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years, and then some.

Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients’ wealth.

He is recognized as one of Canada’s top overall Advisors, author of several publications, and co-author of The Bankers’ Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.

Reach out to Jayson at:

Website: http://www.ascendantfinancial.ca/

LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/

Show notes:

[1:55] How Jayson started creating content

[3:53] On his multiple companies and what he does

[8:47] Jayson’s Kolbe score and tendencies

[10:52] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted.

For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen.

Learn more about Steve at:

Website: https://www.stevedsims.com/

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

FB: https://www.facebook.com/groups/stevedsims/

IG: https://www.instagram.com/stevedsims/

YT: https://www.youtube.com/stevedsims

Grab a copy of his book: https://amzn.to/3DzAMTh

Show notes:

[2:39] How does he feel about his book coming out?

[8:39] What separates millionaires from billionaires?

[17:04] What’s causing people to attack each other?

[20:24] How did Steve go for stupid in his life?

[24:09] Is it more important for the person you will become to go for stupid?

[27:21] Putting yourself out there and going for it

[34:53] What’s a celebration point for him regarding his book?

[37:51] Where to find Steve and his book

[38:52] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode of The Retire As You Desire podcast, I will talk about money with fellow Podcaster, Creator, and Founder of Reaching Beyond Experience, Kyle Depiesse. He shares the importance of creating a work-life balance that allows growth in your career while ensuring that personal and family life is not hindered or hampered. He also talks about starting his own business, being a stay-at-home dad, and now having more time for family, rest, and relaxation.

Kyle Depiesse is the Creator and Founder of Reaching Beyond Experience, rooted in assisting others in achieving their highest level of fulfillment in how they connect with others, connect with themselves, and build their careers. Leveraging 15 years of business and education management, he has formulated programs, retreats, and 1:1 coaching offerings to help his clients get the clarity they need to build their definition of a fulfilling life.

You can reach Kyle at:

Website: https://kyledepiesse.com/

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

IG: https://www.instagram.com/kyle_depiesse/

Listen to his podcast, Reaching Beyond: https://podcasts.apple.com/us/podcast/reaching-beyond/id1500137598

Show notes:

[1:12] On being able to do what he truly wants

[2:53] How he enjoys being a business owner

[5:06] Being able to be a stay-at-home dad

[6:38] What does money mean to Kyle?

[8:05] Where to connect with Kyle and listen to his podcast

[9:55] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Chiropractor and Owner of Victory Chiropractic Anthony Vuckovich. They talked about his life as an entrepreneur and doctor, and the impact he is making in the world through his mission to help other people live a pain-free life. It’s an excellent episode, so make sure you tune in.

Dr. Vuckovich has been serving the Frankfort area community since 2014 and is committed to providing quality care with life-changing results. He has a passion for health/fitness and wants to enable as many people to live an active, pain-free life as possible.

Dr. Vuckovich shares his passion with his wife, Megan. She is a local Junior High physical education and health teacher. They live in Frankfort with their 2-year-old daughter Victoria and newborn son Kent.

Dr. Vuckovich graduated from Lincoln-Way East in 2004. After Lincoln-Way he attended Bradley University in Peoria, IL. There he received a Bachelor of Science with a focus on Sport and Exercise Psychology. As a collegiate cheerleader at Bradley, he sustained an injury that resulted in his arm's loss of function. It was this experience that introduced him to chiropractic.

Dr. Vuckovich received his Doctorate of Chiropractic from Palmer Chiropractic College in 2014 from the Davenport, IA campus. He has specialized training in advanced soft tissue mobilization, Graston Technique, IASTM, Trigger Point Dry Needling, and Physiotherapy.

Connect with Anthony at:

Website: https://www.victorychiros.com/

IG: https://www.instagram.com/dr.vuckovich_d.c/

FB: https://www.facebook.com/anthony.vuckovich.92

Show notes:

[1:11] Is the stress worth it for Anthony?

[3:58] How Anthony stays grounded and focused on his family

[9:55] Entrepreneurs and what they do

[11:32] What does money mean to Anthony?

[12:57] Where to find more about Anthony

[13:50] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Chiropractor and Owner of Victory Chiropractic Anthony Vuckovich. They talked about his life as an entrepreneur and doctor, and the impact he is making in the world through his mission to help other people live a pain-free life. It’s an excellent episode, so make sure you tune in.

Dr. Vuckovich has been serving the Frankfort area community since 2014 and is committed to providing quality care with life-changing results. He has a passion for health/fitness and wants to enable as many people to live an active, pain-free life as possible.

Dr. Vuckovich shares his passion with his wife, Megan. She is a local Junior High physical education and health teacher. They live in Frankfort with their 2-year-old daughter Victoria and newborn son Kent.

Dr. Vuckovich graduated from Lincoln-Way East in 2004. After Lincoln-Way he attended Bradley University in Peoria, IL. There he received a Bachelor of Science with a focus on Sport and Exercise Psychology. As a collegiate cheerleader at Bradley, he sustained an injury that resulted in his arm's loss of function. It was this experience that introduced him to chiropractic.

Dr. Vuckovich received his Doctorate of Chiropractic from Palmer Chiropractic College in 2014 from the Davenport, IA campus. He has specialized training in advanced soft tissue mobilization, Graston Technique, IASTM, Trigger Point Dry Needling, and Physiotherapy.

Connect with Anthony at:

Website: https://www.victorychiros.com/

IG: https://www.instagram.com/dr.vuckovich_d.c/

FB: https://www.facebook.com/anthony.vuckovich.92

Show notes:

[1:46] Did Anthony think he’d become an entrepreneur as a kid?

[6:58] Showing up to make a change in life

[10:31] How he feels about making the big impact he has

[12:48] His advice for people who want to live the life they want

[16:02] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by the CEO of DML Capital, Liam Leonard, to talk about all things real estate investing and the difference between good and bad debt. He also shares his tried and tested strategies to lower acquisition costs and more.

Liam embraces getting outside to explore the Pacific Northwest with his wife, Rachel. When he’s not hiking or snowshoeing, he can be found on the soccer fields, where he is a top-level referee. He also serves as the vice president of the local referee chapter and mentors the younger refs.

​Liam has a B.A. in Economics from Yale University and an MBA from UCLA Anderson with a concentration in International Management and Finance.

Learn more about Liam at:

Website: https://www.dmlcap.com/

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

Email: liam.leonard@dmlcap.com

Twitter: https://twitter.com/goalagain

Listen to his podcast: https://podcasts.apple.com/us/podcast/the-prosperity-perspective/id1578314671

Show notes:

[2:15] What’s the difference between good and bad debt?

[5:13] How can Liam give someone the confidence to get a portfolio of rental properties?

[12:53] What strategies did he implement to lower their acquisition costs with his clients?

[16:25] What about if your mortgage company doesn’t offer a home equity line of credit?

[18:55] On a property just breaking even

[20:13] Why is less more?

[24:13] Connect with Liam

[25:29] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with the Author, Entrepreneur, Coach, and Founder of The Achademy, Chad Johnson. They have an insightful conversation about relationships, abundance, and finding happiness. Chad also shares his Giant 5 priorities, which makes his life more fulfilling every day because success is all about building relationships and achieving balance in life.

Chad Johnson is a third-generation entrepreneur who had several successful careers before returning to the family business and lifting it to an exponentially higher level of success. But as happy as he is about creating a powerful, engaged, self-managing team, he ultimately sees business as “a tool for having an extraordinary life and rich relationships.”

Chad is the “Chief Inspiration Officer” of Ceramic Decorating Company, a 95-person firm in California that screen-prints premium labels on glass for craft beer, wine, and cosmetic products. Chad’s grandfather started the business with his brother in 1934, and his father and uncle carried it on for another generation.

Connect with Chad at:

Website: https://theachademy.com/

https://newlywedcoaching.com/

https://marriagemaximizer.com/

Grab a copy of Chad’s book: https://howtowinaheart.com/

Show notes:

[1:48] Diving deeper into his book: How to Win A Heart

[5:25] How he manages his relationships and his five priorities

[6:59] His faith

[7:22] His wife

[8:46] His kids

[9:21] His health

[10:30] His business

[13:13] Saying no to create abundance and eliminate scarcity?

[16:27] Transforming scarcity into abundance

[23:09] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and the Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success.

Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120-person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.

He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.

More than anything, he’s dying to be your friend.

Connect with Pablo at:

Website: https://bethestage.live/

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

Listen to his podcast: https://apple.co/3qcnp4j

Show notes:

[1:41] Taking time to learn

[5:43] The changes in his relationships because of his growth

[11:39] What does money mean to Pablo?

[12:30] Where to find more of Pablo?

[15:17] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and the Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success.

Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120-person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.

He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.

More than anything, he’s dying to be your friend.

Connect with Pablo at:

Website: https://bethestage.live/

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

Listen to his podcast: https://apple.co/3qcnp4j

Show notes:

[2:20] Why are relationships so important to Pablo?

[5:59] On his childhood and the part it played in his success today

[9:18] Using relationships as a cornerstone for his business

[13:52] Video and podcast for building relationships

[16:38] Embracing collaborations

[18:59] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill once again talks with his good friend, a Wall Street Journal-USA Today Best-Selling Author, Entrepreneur, and CEO and Founder of BrEpic Communications LLC., Justin Breen, about Justin’s new book, Epic Life. They talk about his experience while writing his book, working with Peter Diamandis, and any entrepreneur’s struggle in playing the game right.

Justin Breen is the Founder and CEO of global PR firm BrEpic Communications and exclusive connectivity platform BrEpic Network. His first book, Epic Business, was a bestseller in six countries and No. 1 for Entrepreneurship in the US.

Breen started BrEpic Communications in 2017 and launched BrEpic Network in 2022. He has built an international network of extraordinary people and believes strongly in the power of introductions and creating important relationships.

Breen is an active member of Strategic Coach 10x Ambition Program and Abundance 360 Summit, and he mentors countless emerging entrepreneurs.

He lives in the Chicago suburbs with his wife, Dr. Sarah Breen; their epic sons, Jake and Chase; and their dogs, Dr. Pepper and Toffee Kisses.

Learn more about Justin at:

Website: http://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Twitter: https://twitter.com/BrEpicBreen

Show notes:

[1:46] What was Justin's experience like writing his book?

[3:43] What was it like working with Peter Diamandis?

[5:44] How did they celebrate his accomplishment with his book?

[7:47] What’s his favorite chapter of the book, and why?

[11:29] On playing the wrong or right game

[17:56] Who’s this book intended for?

[20:29] Where to find Justin and his book

[22:49] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Years ago, threatened by change, people said computers would have a mind of their own and one day replace people in terms of employment. That was the fear. In this episode, Bill chats with the CEO and Founder of Teammate AI, Evan Ryan, all about artificial intelligence, how it’s taking over the world today, and how it will affect the human lifespan and future.

Evan Ryan is the founder of Teammate AI, helping entrepreneurs scale their businesses using artificial intelligence. Teammate has launched and powered businesses such as Lede AI and ContentX, which use AI to write, edit, and publish content—all without human intervention.

Over the past five years, Teammate has helped hundreds of businesses save millions of hours by using AI in everything from small tasks to complex, multi-day processes. Evan spends most of his time showing entrepreneurs how to save time with AI and designing solutions that help teams stop being human computers and start creating bigger, more dynamic value. Learn more at TeammateAI.com.

Connect with Evan at:

Website: https://www.teammateai.com/home.html

LinkedIn: https://www.linkedin.com/in/evan-ryan-866479ba/

Grab a copy of his book, AI as Your Teammate: Electrify Growth without Increasing Payroll at: https://www.amazon.com/AI-Your-Teammate-Electrify-Increasing/dp/154452630X

Show notes:

[1:52] Evan on meeting people in the industry

[3:22] What’s going on in the world of AI?

[7:03] What does the future look like for AI

[8:45] The role of AI in the world today

[13:56] AI and the human lifespan

[16:08] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.

Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.

Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.

Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.

Connect with Scott at:

Website: https://gravystack.com/

https://www.heromakerstudios.com/

LinkedIn: https://www.linkedin.com/in/scott-donnell-0335b011/

Show notes:

[0:00] Intro

[1:15] How has his family business changed his freedom of time?

[5:54] 10X-ing your investment in your family

[8:01] All about Hapbee

[14:34] How is his experience in hiring CEOs to run his companies?

[20:02] What does money mean to Scott?

[21:43] Learn more about Scott

[23:29] Outro

   **Connect with Bill Bloom**

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.

Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.

Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.

Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.

Connect with Scott at:

Website: https://gravystack.com/

https://www.heromakerstudios.com/

LinkedIn: https://www.linkedin.com/in/scott-donnell-0335b011/

Show notes:

[0:00] Intro

[1:56] Changing his mind about selling his company

[6:10] When his financial education started

[9:45] How can you create a future with your vision?

[14:39] Outro

   **Connect with Bill Bloom**

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now.

Get to know more about Lamarr by reaching out to him at: https://connectionchurchlibertyville.org/

Show notes:

[0:00] Intro

[1:12] On owning a Chick-fil-A

[5:25] What does character mean to Lamarr?

[6:52] What does money mean to Lamarr?

[9:24] Where to find Lamarr

[13:23] Outro

 **Connect with Bill Bloom**

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now.

Get to know more about Lamarr by reaching out to him at: https://connectionchurchlibertyville.org/

Show notes:

[2:04] Why did Lamarr want to leave his corporate life and become an entrepreneur?

[13:32] On doing better now than when he did in the corporate world

[15:20] Where his superpower of planning came from

[20:21] What about the cheque?

[26:22] On finding true purpose

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with his dear friend, Podcaster, Engineer, and Entrepreneur André Brisson, about how he will go on a month-long sabbatical and why it’s important to do so. They also talk about André’s hobbies and passion and how he takes care of himself by taking time to do them. André also encourages everyone to take that break from work to do the things they love.

André Brisson, P. Eng., is the host of The Impulsive Thinker Podcast, the podcast for the high-achieving ADHD entrepreneur. Andre owns an entrepreneurial consulting engineering company and recently started Tactical Breakthroughs, where he is developing the ADHD Transformation Journey program. Diagnosed late in life with severe ADHD and mild Asperger’s (ASD), the mechanisms and systems he created to overcome his undiagnosed ADHD have helped him succeed. He credits his undiagnosed ADHD as the key to his success and a factor in restricting success. Since discovering how to turn his ADHD into a strength, people have sought him out for help with using their ADHD as a strength to drive success. André Brisson has a special ability in devouring and learning complex information and simplifying it for others to solve complex problems. Like most entrepreneurs, André has started multiple companies, two of which failed for various reasons. Learning from those failures, André now operates three very successful companies, including a self-managing entrepreneurial engineering firm specializing in niche markets that require unique training, experience, and impulsive instinct to try new things.

Connect with André:

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

Listen to his podcast: https://theimpulsivethinker.com/

Show notes:

[1:47] What does it feel like for André to record his 100th podcast episode?

[3:26] What inspired him to take a one-month sabbatical?

[8:36] His mindset and his transformation through the years

[11:43] His favorite genre

[13:17] How they set up his wife’s business for success during the sabbatical

[16:27] What’s one thing he’s looking forward to the most about being away for a month?

[19:29] What was it like to see the finished product of his woodworking?

[21:04] Creating new things, rewarding, and taking care of yourself

[32:02] André’s nugget of advice

[33:26] The Impulsive Thinker

[35:08] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with a good friend, three-time Olympian, Speaker, and Author, Devon Harris, about how and where he started, setting big goals, and developing the right mindset. Devon also shares how he accomplished goal after goal and still pushes for his dream to inspire others to reach for theirs by speaking about his life and journey on stage.

Born on Christmas Day, 1964, Devon Harris was raised in the violent ghetto environment of Olympic Gardens in Kingston, Jamaica. The greatest gift he ever received was the belief that a positive attitude and a never say die philosophy would carry him farther than a sense of injustice and a heart filled with anger. Devon Harris graduated from the prestigious Royal Military Academy Sandhurst in England and received a Queen’s Commission in December 1985, and served in the Jamaica Defense Force officer corps until December 1992 when he retired as a Captain.

Encouraged by his commanding officer, Devon tried out for and was selected to the first Jamaican bobsled team. The team competed in the 1988 Olympic Games in Calgary, Canada, and their exploits inspired the Disney blockbuster movie Cool Runnings.

The Keep On Pushing Foundation, which he founded in 2006, aims to support and enhance the education of kids in disadvantaged communities by providing practical solutions to the challenges that are preventing them from getting educated.

Through the Keep On Pushing Foundation, Devon also works with Right to Play as an athlete ambassador. He supports Right to Play’s efforts in using sport and play in refugee camps around the world to enhance child development and build community capacity.

Connect with Devon at:

Website: https://www.devonharris.com/

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

FB: https://www.facebook.com/keeppushing

IG: https://www.instagram.com/Keeponpushing88/

Twitter: https://twitter.com/Keeponpushing88

His e-books: https://www.devonharris.com/e-books/

His free e-course: https://www.devonharris.com/courses/goals-made-easy/

Grab a copy: https://www.devonharris.com/goal-setting/

Show notes:

[1:14] How Devon got focused on his life and accomplished so much

[3:22] Developing mindset resilience

[5:20] Rising up to the occasion and becoming an athlete

[7:50] Importance of setting audacious goals

[11:24] Where to find Devon

[12:05] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this part 2 episode, Bill is joined once again by the Founder and Managing Partner of Caldwell Intellectual Property Law, Keegan Caldwell. Today they talk more about intellectual property, creating and applying for patents, and how you can use them. Keegan also shares what keeps him motivated to take action daily.

Dr. Caldwell has extensive and diverse experience with advising clients from innovation conception to 9-figure monetization events. Keegan works with start-ups and established entities to develop patent portfolios with as many options as possible for an ROI. Keegan has assisted clients with a broad spectrum of tech and life sciences patent issues and takes pride in curating high-value patent portfolios.

Keegan is exceptionally knowledgeable with respect to Patent Trial and Appeal Board (PTAB) procedures. His experience working at the United States Patent and Trademark Office in the Central Reexam Unit and his deep patent prosecution experience uniquely position him to provide valuable insights during a PTAB procedure to help clients win.

Outside of work, Keegan enjoys contributing to his community and his family. He has served as both a volunteer and an executive board member of RESET since 2010. RESET is a DC-based philanthropic organization that enhances STEM programs with hands-on science and related field trips. He has served as the Chair of the MIT Enterprise Forum of Cambridge’s Innovation Series since 2018. The MITEF is a thought-leadership program that features a wide variety of speakers from multiple industries and technologies, bringing a wide-ranging look at the issues, technologies, and market forces that drive innovation, commercialization, and market adoption. Additionally, Keegan sits on the Board of Trustees at the Boston Children’s Museum.

Learn more about Keegan at:

Website: https://caldwellip.com/

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

Email: keegan@caldwellip.com

Show notes:

[2:15] What was his motivation to run daily?

[6:17] What is patentable?

[12:45] Creating and applying for patents

[25:43] What can you do with IP? And how do you enforce it?

[32:17] His advice for someone who wants to create value for their company

[37:04] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Bill welcomes Adrian Madero of Surmesur. They speak about Adrian growing up in the family business, starting his own business, and how he sets big goals. Not only that, but Adrian also shares his thoughts on using clothes to create lasting first impressions and how important it is to reward yourself after hitting your goals and reaching your milestones.

Nowadays, innovation and competitive advantage are critical to business success. Offering something different or covering a market need is all about timing. With international business acumen and a strong history of success powering rapid business results, expansion, and growth for my companies, Adrian Madero detects and pursues those market needs and follows his instincts when it comes to leading parallel-running expansion projects—especially in cross-geography environments with much ambiguity—to their successful conclusion.

Having empowered and mobilized cross-cultural teams operating across various geographies, his international experience arms him with the strategies, tools, and knowledge to solve the many business hurdles growth-focused companies and their leaders face in today’s global economy. This experience has proven instrumental in building unified cultures of high performance and engagement.

Connect with Adrian Madero

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

IG: https://www.instagram.com/adrianmaderor

Surmesur web: https://surmesur.com/en-us

Show notes:

[1:52] It’s all about business: What does owning and running a business mean to Adrian?

[4:45] Owning a business is now simple: It takes a big toll emotionally and mentally that other people don’t easily see

[5:48] Complexities that they faced when just starting with the business

[9:18] What makes a very good first impression?

[11:40] Clothes represent a part of who you are

[12:59] Why is it important to reward yourself after hitting your goals?

[16:48] What does money mean to Adrian?

[19:29] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill is joined by the Founder and Managing Partner of Caldwell Intellectual Property Law, Keegan Caldwell. They talk about intellectual property law, how Keegan started in the industry, and what made him get into it. He also shares his journey from childhood, the Marine corps, and finally making the first step to his success.

Dr. Caldwell has extensive and diverse experience with advising clients from innovation conception to 9-figure monetization events. Keegan works with start-ups and established entities to develop patent portfolios with as many options as possible for an ROI. Keegan has assisted clients with a broad spectrum of tech and life sciences patent issues and takes pride in curating high-value patent portfolios.

Keegan is exceptionally knowledgeable with respect to Patent Trial and Appeal Board (PTAB) procedures. His experience working at the United States Patent and Trademark Office in the Central Reexam Unit and his deep patent prosecution experience uniquely position him to provide valuable insights during a PTAB procedure to help clients win.

Outside of work, Keegan enjoys contributing to his community and his family. He has served as both a volunteer and an executive board member of RESET since 2010. RESET is a DC-based philanthropic organization that enhances STEM programs with hands-on science and related field trips. He has served as the Chair of the MIT Enterprise Forum of Cambridge’s Innovation Series since 2018. The MITEF is a thought-leadership program that features a wide variety of speakers from multiple industries and technologies, bringing a wide-ranging look at the issues, technologies, and market forces that drive innovation, commercialization, and market adoption. Additionally, Keegan sits on the Board of Trustees at the Boston Children’s Museum.

Learn more about Keegan at:

Website: https://caldwellip.com/

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

Email: keegan@caldwellip.com

Show notes:

[1:59] What was Keegan’s childhood like? And how did he start his journey?

[27:59] Was going to the Marine corps the smartest thing he did?

[29:26] How did he start in IP?

[41:04] Where to find Keegan

[42:07] Keegan’s core advice

[44:08] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Most of us reach a crossroads in our life and then feel the need to choose one path to follow or the other. Not for today’s guest, though! In today’s episode, host Bill Bloom sits down with Performer and Financial Professional Charlie Epstein to talk about his journey and evolution in life doing business and performance and creating a one-person show where he can be both.

Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. As the Vice President of Wealth and Retirement HUB International, formerly Epstein Financial Services, his companies oversee more than a billion dollars in assets under advisement. The company provides corporate retirement plan consulting, fee-for-service financial planning, and comprehensive wealth management for entrepreneurs, medical professionals, and individuals looking to create “paychecks for life” to pay for everything they desire to achieve in life.

Charlie was known nationally as the 401k Coach, having trained more than 10,000 financial professionals on how to best serve the needs of their clients. He is the bestselling author of Paychecks for Life: How to Turn Your 401k Into a Paycheck Manufacturing Company and Save America, Save! The Secrets of A Successful Retirement Plan.

As a professional actor, Charlie has performed in roles from Shakespeare to Neil Simon, as well as a stand-up in NYC and improv with Chicago City Limits. Most recently, Charlie has combined his acting and financial talents in the creation of a new one-man show called Yield of Dreams-Paychecks for Life. Working with a team of professional comedians, Charlie has created a “Financial Theatre” experience designed to “make money funny” while illuminating the 15 Myths of Money that inhibit people’s ability to achieve financial independence and live the life they’ve always dreamed of.

Reach Charlie at:
LinkedIn: https://www.linkedin.com/in/the401kcoach/

Web: https://yieldofdreams.live/

Listen to his podcast, Yield of Dreams: Paychecks for Life: https://podcasts.apple.com/us/podcast/yield-of-dreams-paychecks-for-life/id1528330664

Show notes:
[2:25] On Charlie’s love for performing
[4:56] What it was like growing up in an entrepreneurial world
[8:12] How he started his career
[11:36] Being the cold-calling king
[16:30] Looking back to the first three years
[23:08] On still working with his first clients today
[26:29] His favorite part of his journey
[34:30] The transformation that everything he did make in his life
[41:55] Where to find Charlie?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with Branding Expert Sunil Godse about intuition and how it can help your business achieve greatness. They take a deep dive into intuition that allows you to make better decisions in business and life.

Sunil Godse helps those running businesses create a trusted brand by implementing a process he developed called intuitive branding that helps them unleash the power of intuition to make decisions that earns the trust of their employees and customers in under 14 seconds.

And when that happens, highly talented employees only want to work for them, and fiercely loyal customers prefer buying from them, stripping them away from other brands, which is precisely how they can eliminate their competition.

And with his experience doing the same as an entrepreneur led to over $20 million in revenues before moving on to helping a significant number of businesses go from 6 to 7 figures in revenues as well as being trusted to help major companies such as Citibank, SAP, Rogers Wireless and Western Digital, his advice simply works.

Connect with Sunil at:

Website: https://www.sunilgodse.com

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

IG: https://www.instagram.com/intuitivebranding101/

FB: https://www.facebook.com/intuitivebranding101

Listen to his podcast: https://www.sunilgodse.com/podcast/

Enroll in his Intuitive Branding Program: https://courses.sunilgodse.com/order?ct=00ea5098-8b03-4d2b-be0a-74f0a9f33749

Show notes:

[2:08] Where and when did Sunil figure out he had the ability to understand intuition?

[13:17] Experiential Intuition

[15:38] Situational Intuition

[17:25] Relational Intuition

[19:18] Creative Intuition

[20:54] How much does energy play into intuition?

[26:19] On his new program

[34:43] Where to find Sunil

[35:44] What happens when you ignore your intuition?

[38:33] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don’t know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike’s book Owner Shift and his next big goal.

Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.

Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.

Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.

Where to find Mike:

Website: https://mikemalatesta.com/

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

Twitter: https://twitter.com/MikeMalatesta

Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/

Show notes:

[2:15] What was it like for Mike to sell his 2nd company

[6:32] Why was it important to him to bring up the next generation and teach them?

[8:56] Which one of the sales of his companies was more rewarding for Mike?

[11:49] Mike’s new book: Owner Shift

[14:58] What does Owner Shift mean?

[23:22] Breakdown or take a break

[29:13] On his podcast’s success

[32:17] How writing the book changed his way of thinking

[36:11] Mike’s biggest financial goal moving forward

[37:34] Where to pick up a copy of Mike’s book, Owner Shift

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks with a good friend, his collaborator, and the CEO and Founder of Teammate AI, Evan Ryan. They talk about what it’s been like for Evan as a digital nomad, its perks, and the differences in working locally.

Evan Ryan is the founder of Teammate AI, helping entrepreneurs scale their businesses using artificial intelligence. Teammate has launched and powered businesses such as Lede AI and ContentX, which use AI to write, edit, and publish content without human intervention.

Over the past five years, Teammate has helped hundreds of businesses save millions of hours by using AI in everything from small tasks to complex, multi-day processes. Evan spends most of his time showing entrepreneurs how to save time with AI and designing solutions that help teams stop being human computers and start creating bigger, more dynamic value.

Connect with Evan at:

Website: https://www.teammateai.com/

LinkedIn: https://www.linkedin.com/in/evan-ryan-866479ba/

Show notes:

[0:00] Intro

[1:52] How has AI helped him on his trip?

[4:00] What has it been like to struggle to adapt to foreign foods and norms

[6:35] What has Evan learned about himself throughout the trip?

[11:32] What are the things Evan wants and does not apologize for?

[17:19] On productivity as a digital nomad

[25:47] Unplugging in a digital nomad lifestyle

[27:20] Nugget or two as a digital nomad

[28:40] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it.

Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with "BLUEFISHING - The Art of Making Things Happen," sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard - twice!

As the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and many more.

Want to sing with your favorite rock star, be serenaded by Andre Bocelli, walk the red carpet at A-List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic - these are just a few highlights of what Steve has been asked to provide for his clients.

He makes the impossible - possible, after all, he is quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.

An entrepreneur in the truest sense of the word, Steve is well regarded within the luxury world for his innovation and down-to-earth personality. Known for his honesty, integrity, and doing things "his way," Steve creates experiences for his clients that they could never have imagined being possible.

Connect with Steve:

Website: www.stevedsims.com

LinkedIn: www.linkedin.com/in/stevedsims

IG: @stevedsims

FB: facebook.com/groups/stevedsims

Listen to his podcast: stevedsims.com/podcast

Show notes:

[2:11] What did the pandemic do for Steve?

[5:02] On closing three businesses at the same time

[10:54] Keeping it simple and having fun while creating value for their clients

[16:55] Testing his credibility by having speakeasies

[27:14] The most common issues the entrepreneurs who go to his speakeasy has

[35:39] The largest cheque he has ever received through his connections

[37:18] What does money mean to Steve?

[41:21] Where to find Steve

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with his good friend, Author, Podcast Host, Speaker, and the Founder and CEO of Kellycardenas.com, Kelly Cardenas himself. They talk about Kelly’s audiobook, Success Leaves Clues, and what inspired him to write it. They also share how they met each other, what it’s been like to have each other as friends, and a peek at their personal lives.

Kelly Cardenas is a Forbes contributor, Author, Podcaster, Founder-CEO of a National multi-million dollar Brand, and a Cultural efficiency Coach. Cardenas is the go-to when it comes to constructing a CULTURE that will have sustained success in all aspects of your business. He believes that building an iconic Brand, Business, and Empire is a simple process once we start to focus on what really matters. Cardenas’ system zeros in on the heartbeat of any organization—PEOPLE!

Connect with Kelly:

Website: https://www.kellycardenas.com/

LinkedIn: https://www.linkedin.com/in/kelly-cardenas-78613763/

Get his audiobook: https://www.kellycardenas.com/#book

Listen to his podcast: https://www.kellycardenas.com/#podcast

Show notes:

[2:09] How did Bill and Kelly meet?

[2:57] His audiobook, Success Leaves Clues

[7:00] On raising his kids

[10:17] Where do Kelly’s best life ideas come from?

[14:42] The Hideout

[22:21] What does retiring as he desires to mean to Kelly?

[25:18] Where to find Kelly and what’s new for him

[28:31] What’s Bill’s advice for people about retiring as they desire?

[40:00] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Another excellent episode with Dr. Jeff Spencer. The Cornerman is for folks like Tiger Woods, Chris Voss, U2, Bono, and many others. They spoke about what it takes to get to the highest levels in life.

About Dr. Jeff Spencer:
At seven he committed to becoming an Olympic cyclist. At twenty-one, he competed in the Olympics. Soon after he realized that helping exceptional performers tap into their highest potential was as equally satisfying to him, as competing and winning himself. Ever since, he has coached top-tier performers into Elite Performers. He has changed their habits, strengthened their minds and gave them the tools to consistently deliver at the height of their games.

Connect with Dr. Jeff Spencer:

https://www.drjeffspencer.com/

https://get.havecustomersforlife.com/cornerman-application

jeff@drjeffspencer.com

Show notes:

[0:00] Intro

[2:30] Being able to work with the highest level collaborators on the planet

[3:25] Having three angels in his life

[9:40] Crafting a path forward for others to see their talents and unique gifts

[13:04] How Dr. Jeff sets goals and celebrates accomplishments

[16:48] Diving deeper into Gocus

[21:04] What money means to Dr. Jeff

[24:10] Bringing a certain level of security

[25:05] Where to find more of Dr. Jeff?

[26:48] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by the Founder, CFO, and Host of Next Level University, Kevin Palmieri. They talk about the importance of having a 1% improvement every day no matter what you do. Kevin also shares how he found his purpose in life and inside stories about his and Alan’s podcast, Next Level University.

Kevin Palmieri is the Founder, CFO & Host of the Next Level University, a Global Top 100 Self-Improvement podcast with more than 1000 episodes reaching over half a million people in more than 125 countries on how to improve your life, love, health & wealth.

Kevin is a Podcast Consultant specializing in helping CEOs & Entrepreneurs grow, scale & monetize their podcasts.

Kevin believes in a heart-driven but NO BS approach to inspiring, motivating & educating others on what it REALLY takes to get to the Next Level!

Reach out to Kevin:

Website: https://www.nextleveluniverse.com/

LinkedIn: https://www.linkedin.com/in/kevin-palmieri-5b7736160/

IG: https://www.instagram.com/neverquitkid/

FB: https://www.facebook.com/kevin.palmieri.90

Check out their podcast: https://podcasts.apple.com/ca/podcast/next-level-university/id1221110027

Show notes:

[1:58] How did Kevin get into podcasting?

[5:40] How has everything he does help him find his own North Star?

[8:08] What are some of the stories he has heard that stood out to him?

[10:36] Why is being consistent so important?

[14:01] Where did he learn about 1% improvement, and why is it important?
[16:54] What is the future of podcasting for Kevin?

[18:54] Kevin’s advice for people who want to start a podcast?

[21:52] What do Kevin and Alan learn from each other?

[24:46] How do they manage their team?

[27:00] On habits

[28:40] What does money mean to Kevin?

[29:51] Where to find Kevin and his podcast

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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How can you win a negotiation?

In today’s episode, we are with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!

Find more about Chris Voss:

https://www.blackswanltd.com/home

https://www.blackswanltd.com/our-team/chris-voss

https://blog.blackswanltd.com/the-edge

Show notes:

[1:35] How Bill met Chris Voss

[3:09] Getting access to Chris’ newsletter and a ton of incredible information

[5:42] Coaching a kidnapping story

[13:21] How important is it to understand the other side?

[19:30] How important is it to listen?

[25:12] The future vision for himself and his companies

[29:56] Things that stood out for Chris while publishing his book

[36:25] What does money mean to Chris?

[38:05] Text Black Swan Method to 33777

[40:56] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash.

From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including:

• DREAM BIG: Rudy Ruettiger LIVE on Broadway
• Visioneer: The Peter Diamandis Story
• Rudy Ruettiger: The Walk On
• Operation Toussaint
• The Rebound

Connect with Nick at:

Website: https://nicknanton.com/

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

FB: https://www.facebook.com/Nicknanton

IG: https://www.instagram.com/nicknanton/

YT: https://www.youtube.com/channel/UCWOvnpNMTX4pKVIi234pOTg

Twitter: https://twitter.com/nicknanton1

Show notes:

[2:17] What has working been like for Nick for the past two years?

[6:02] How old was Nick when he won his first Emmy?

[15:47] How does his love for music make him a better storyteller?

[30:16] What is his favorite story to tell?

[38:29] On approaching his job gracefully

[42:40] What does money mean to Nick?

[49:34] Keep up with Nick

[50:43] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Buying a home is a massive part of the American Dream. However, choosing to buy or rent is a significant decision that affects your financial health, lifestyle, and personal goals. Today Bill talks to his good friend and Producing Branch Manager of HomeTown Lenders, Tony Perri Jr. They talk about buying houses and what’s happening in the mortgage world today. He also shares a piece of advice for people who want to buy a house.

Tony Perri Jr. is an experienced Operational Specialist with a demonstrated history of working in the mortgage industry. Having over a decade of experience in the real estate & finance world has successfully found a way to turn a passion into a profession. Maintains a relentless pursuit of productivity and integrity and sets customers on the long-term path to financial success. Draws from a wealth of knowledge obtained from having held various roles as a mortgage professional, from a file opener to a closing specialist— a steady & strong advocate for both customers and employees.

Connect with Tony at:

Website: https://www.applywithjr.com/

LinkedIn: https://www.linkedin.com/in/tony-perri-jr-9a95662b/

FB: https://www.facebook.com/MortgageTheRightWay/

Email: tony.perri@htlenders.com

Phone: (630) 284-9729

Show notes:

[2:12] What’s going on in the mortgage world?

[9:16] Theoretical quoting

[17:03] How bad is consumer debt now?

[21:09] What advice can Tony give to people looking to buy a house?

[26:24] How to reach out to Tony

[31:38] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom.

Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operations, and decision-making parameters to leverage themselves to get more free time and increase profits. Other companies he’s founded include Certainty U, the Certainty App, Relentless Performance, and Relentless Dietetics (now Trevor Kashey Nutrition).

Connect with Nic at:

Website: https://www.nicpeterson.com/

LinkedIn: https://www.linkedin.com/in/nic-peterson/

Twitter: https://twitter.com/PeterNicson

Show notes:

[1:45] Why is less more?

[12:58] What was Nic’s childhood like?

[22:47] On conventional wisdom

[25:46] What does he love the most about being on stage?

[29:45] What does the freedom he has mean to him?

[38:14] What does money mean to Nic?

[43:11] Where you can find Nic

[43:50] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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All of us want to succeed no matter what our latest endeavor is. Is your measure of success being rich? Or is it status? Or wealth? In this episode, Bill talks about the three and shares which you should strive for in life.

Show notes:

[0:00] Intro

[2:14] What is Status?

[3:58] What does it mean to be rich?

[4:58] What does having wealth mean?

[8:58] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today.

Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons.

Reach out to Dave:

Website: https://liucrative.co/

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

Grab a copy of his book: https://liucrative.co/book/

Show notes:

[1:44] Dave and his heritage

[6:22] What drove him to pursue entrepreneurship?

[11:18] What did Dave do in terms of squirreling away for later?

[22:26] When did Dave figure out what was important to him?

[29:15] On his philanthropies

[43:24] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Independent Living means being as self-sufficient as possible. It means taking risks and being allowed to succeed and fail on your own terms. Today Bill shares how you can live as independently as possible and be able to exercise the greatest degree of choice about where you live, how you live, and how you spend your time. It all starts with knowing what you want.

Show notes:

[1:42] How do you create independence?

[2:33] Reach out to Bill

[3:07] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks to a good friend, the Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law, and the Director of the University of Illinois College of Law Leadership Project, Greg Miarecki to talk all about leadership, independence, and learning.

Greg Miarecki leads the University of Illinois College of Law's Office of Career Planning and Professional Development. As Executive Assistant Dean, Greg and his colleagues work to connect employers with great talent from the College of Law. Greg works closely with students and alumni alike to build and market great legal talent. He also works closely with the College's faculty and administrative team on a wide variety of related initiatives, including the recruiting of prospective students, alumni relations and development, and the development of curricular and programming initiatives. Greg also serves as an Adjunct Professor of Law at the College, teaching classes in trial advocacy, small firm practice, and in-house legal practice. He also serves as the lead instructor for the College's required first-year Fundamentals of Legal Practice class.

Prior to arriving at the College in 2011, Greg was a partner in the Chicago office of Winston & Strawn LLP, where he focused on high-stakes, complex commercial and white-collar criminal litigation. Greg has represented some of the world's largest corporations in "bet the company" litigation and developed expertise in trial work and coaching/mentoring of more junior attorneys.

Greg also has extensive experience in founding, leading, and/or revitalizing organizations. For example, Greg served as the chief executive officer of the Chicago Yacht Club and the President of the University of Chicago's Alumni Board of Governors. Currently, Greg serves as the Director of the University of Illinois College of Law's Leadership Project, an initiative designed to promote learning and discussion at the intersection of law and leadership.

Connect with Greg at:

Website: https://law.illinois.edu/faculty-research/faculty-profiles/greg-miarecki/

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

Show notes:

[2:10] Where did Greg get his leadership skills?

[5:05] When and why did he fall in love with sailing?

[7:10] Letting other people find independence as a leader

[11:01] What was it like for Greg to work on big cases as a lawyer?

[13:16] Balancing work, leisure, and family with his wife

[15:32] Why is it important to only do the things you’re good at and delegate the other things?

[17:44] How he handles feedback as someone in-charge

[23:18] Why is it important to put yourself out there and be vulnerable as a leader?

[25:02] The ability to adjust is a good leadership trait

[28:30] On involving kids in their foundation

[31:51] What does money mean to Greg?

[33:16] Being a lifelong learner

[39:43] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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If you are someone who has recently retired or is about to retire, this episode is something that you should listen to. We promise you, it’s a short one but filled with wisdom. In today’s episode, Bill Bloom takes a deep dive into the different phases of retirement and why it’s important to know your purpose.

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.

José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Containers & Custom Packaging Inc., a logistics and packaging company, and Reikoku LLC, a consulting company.

Born in Chihuahua, Mexico, José has an Engineering degree from Instituto Tecnológico de Chihuahua II and worked as a Packaging Engineer for Delphi, where he immersed himself in operations and logistics for the packaging industry. He was a Global Packaging Engineer for Siemens, designing products and process efficiencies that he pivoted to his own venture. In 2008, José and a partner launched Global Containers and Custom Packaging de México SA de CV to fill an industry gap: integrated packaging and logistics services committed to providing a flawless customer experience.

In 2009 the company expanded to El Paso, Texas, leading to a decade of growth and expansion. In 2019, José and his team won the Bridge Accelerator, an intensive, highly specialized program sponsored by Microsoft. It that selects local suppliers from the border region and ramps up their operations to international business standards to make them more viable members of the border supply chain. The award included $25K, which José used to expand the company’s binational footprint (Mexico/US).

In 2017, Global Containers won the City of El Paso, Texas’ ‘Exporter of the Year’ award, earning José a commendation letter from the former member of the US House of Representatives and Presidential Candidate Beto O’Rourke. Accolades aside, as a successful Latino business innovator, José helps entrepreneurs to start and operate companies in the US and Latin America. His latest venture, Reikoku Consulting, provides growth solutions and guidance for entrepreneurs looking to start a business or for companies wishing to develop a relevant business journey that will create better results for all the parts.

Connect with Jose at:

Websites: http://www.globalcontainers.net/ and http://www.consulting.reikoku.com/

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

Show notes:

[2:31] Why is it important for Jose to be surrounded by Star Wars toys

[4:21] Jose’s advice to stay young and be childlike

[6:37] What made Jose start his entrepreneurial journey?

[11:50] On making a bet on himself and taking the risk

[14:35] What advice can he give to people who want to start their entrepreneurial journey?

[19:24] How important is it to focus on relationships?

[23:56] What does money mean to Jose?

[25:08] Where to find Jose

[26:12] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today, in a very special episode, Bill celebrates his 100th episode milestone in his podcast journey with a special friend, coach, and mentor, Dan Sullivan. They talk about how Dan started his organization with his partner in business and life, what pushed them to choose to coach entrepreneurs, and how it all started for Dan in his childhood. Dan also shares how he stays consistent with his habits and how he plans to do what he does for another lifetime.

Dan Sullivan is the founder and president of Strategic Coach®. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 40 years of experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives.

He is the author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.

Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate Strategic Coach, with offices in Toronto, Chicago, and the U.K.

Learn more about Dan at:

Website: https://www.strategiccoach.com/

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

Show notes:

[2:02] How has he been able to create an incredible organization with his wife?

[5:14] Why did they choose to coach entrepreneurs?

[10:11] why is it important to understand your childhood and your past?

[15:36] How important is it for Dan to be around grown-ups?

[25:30] What it means for Dan to be 78

[35:32] What were Dan’s biggest takeaways after that first session?

[38:47] How has Dan stayed consistent with his habits?

[46:04] What is Dan’s favorite part of being a coach?

[51:57] What’s Bill’s takeaway today?

[54:11] How to find Dan and learn more about strategic coach

[56:35] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill is joined by Justin Breen to talk about his realization while on vacation with his wife. He talks about the journey of a masseuse that made him reflect on his life. Tune in to hear about the importance of asking hard questions and being grateful no matter what you are going through.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.

Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.

Reach out to Justin:

Website: https://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Email: Justin@BrEpicLLC.com

Show notes:

[0:00] Intro

[1:26] The power of disconnecting from work

[2:02] What was it like to disconnect from work and his routine?

[4:27] On getting back to his usual routine after their vacation

[5:29] What changed for Justin in terms of vacationing before compared to today?

[9:26] The masseuse’s journey

[13:08] You have to keep living and pushing through what you’re going through

[18:17] How therapeutic was it for Justin’s wife to talk openly with him?

[21:42] Will Justin and his wife take their kids next time?

[24:01] Be grateful—always

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Go faster. Do more. Hustle. Hustle even more. Sound familiar? Social media is full of influencers, entrepreneurs, and "gurus" touting the virtues of hustling at all costs. In today’s episode, Bill shares how you can accelerate your business success: by slowing down. Success requires making good decisions, and slowing down helps you make better decisions, so consider how you can invest more time in slowing down.

Show notes:

[0:00] Intro

[1:32] Give yourself space to slow down and think

[4:01] Send Bill an email

[5:17] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with the CEO of Thomas Consulting, Lynn Thomas, to talk about what the future of the workplace will be like years from now. She shares how her experience has been like working alongside people of different generations, from boomers to the Gen-Zs. She also gives advice for leaders who wish to get their employees back to working in the office instead of working from home.

Lynn Thomas is a dynamic, energetic leader with 28+ years of experience in customer experience and retention, with a proven record of selling and sustaining more than 480 long-term clients purchasing best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Her expertise in creating and executing tailored client presentations and adjusting implementation plans based on relevant information assures client delight. She is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences and has strong leadership and relationship-building skills. Lynn connects with people instantly and works as intimately as possible in a corporate setting to empower employees and foster change.

Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.

Reach out to Lynn at:

Website: https://www.thomasconsultingwins.com/

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

Show notes:

[1:43] What has Lynn’s experience been like working with people of different ages?

[7:53] Her advice to the people who are forced to go back to the office and the leaders who force them

[13:31] How important is it to tell someone your non-negotiables upfront?

[18:21] What’s Lynn up to these days?

[23:59] What does money mean to Lynn?

[26:14] Where to connect with Lynn

[27:13] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Bill dives deeper into the different stock market index measurements in this week’s Money Monday episode. He talks about why one is common compared to others and why you should reconsider that. Where your money is invested in is just half the battle; understanding the trends is what’s going to help you make money.

Show notes:

[1:26] What do most people look at in the market?

[2:47] The S&P 500 index

[4:06] The Nasdaq

[6:41] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.

Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.

Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.

Connect with Chris at:

Website: https://winject.com/chrisross/

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

Phone: 843-396-2104

Show notes:

[2:30] Let’s talk about what Chris keeps on his desktop computer

[5:57] How does he utilize the file for his growth?

[7:57] What’s next for Chris?

[11:34] How does he focus on the positive, not the negative?

[13:32] What was wrong with the podcasting industry?

[27:55] What’s Chris’ legacy going to be?

[30:27] How does he deal with haters?

[37:26] Where to find more of Chris?

[38:06] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Here at Bloom Financial, we wanted to say Happy Memorial Day to everyone! This will be a short and sweet episode of the Retire as You Desire Podcast because we just wanted to share how grateful we are to everyone who sacrificed their lives so we can live and enjoy this country today and in the future. Let this episode be our way of honoring the military men and women who died so that others can live peacefully.

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.

Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.

Reach out to Justin:

Website: https://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Email: Justin@BrEpicLLC.com

Show notes:

[3:33] What was it like for Justin to write his book in 16 days?

[5:37] Believing that nothing’s random anymore

[10:31] On his newest business

[14:00] Building trust to work with someone he’s never met

[19:15] What’s next for Justin’s business

[23:37] How you can join BrEpic Network

[24:27] When is Epic Life coming out?

[25:49] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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What does the bear market have anything to do with your investment or financial situation? If it goes down, how will it affect your money? In this special Money Monday episode, Bill Bloom talks us through the current happenings in the financial industry. If you’re currently worried about the bear market and wondering what you can do during a bear market, make sure you stay tuned.

Show notes:

[1:35] What is a bear market?

[3:08] Should you freak out when the market is down?

[4:30] What’s the standard timeframe for a bear market?

[4:49] What can you do during this timeframe?

[6:30] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.

Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, author, and speaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.

You can reach Mark at:

Website: http://www.fujiwarabaird.com/

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

Email: mfujiwara@rwbaird.com

Show notes:

[2:56] How collaborating with Justin Breen is like

[9:25] Mark’s journey to success

[13:06] On his authenticity as the ikigai

[17:59] Being a hundred percent present with his family

[22:08] People are doing more instead of doing less

[24:53] Mark’s new book: Achieving Results

[30:42] What does money mean to Mark?

[40:39] Where to find Mark

[44:06] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s Money Monday episode, Bill talks about adapting to the changes in life can help you get to where you want to be. When you set off to either start a new career or a new job post and you are in transition, sometimes things never work out the way you want them to. Nothing goes according to plan. What’s important is to stay consistent with your goal, ask for help, and be prepared to adapt to the changes that life may bring.

Show notes:

[1:25] How do you get to your destination?

[2:56] You have to be able to adjust to different scenarios in life

[3:56] Ask for advice and mentorship

[5:17] Staying on course is all about being consistent

[6:34] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself.

Dr. Astruc first became interested in psychiatry during medical school. He realized that his favorite part of rotations was sitting down with patients after his rounds were completed, getting to hear their stories and know them individually.

Dr. Astruc graduated from the Virginia Commonwealth School of Medicine in Psychiatry and has worked as the medical director of the Saratoga Hospital Mental Health Unit, the medical director of Saratoga County Alcohol and Substance Abuse Services, and as a coach for entrepreneurs. He’s spent the last 15+ years in private practice in general psychiatry.

With over 50,000 hours of experience helping people find their way out of mental illness, Dr. Astruc loves getting to know his patients and helping them on their journey from despair to hope.

Connect with Manuel at:

Websites: https://manuelastruc.com/

https://manuelastrucmd.com/

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

Show notes:

[1:36] How did Manuel fall in love with the field of psychology?

[4:30] Where he learned his skill of making people talk

[6:07] How and why he created his business

[14:33] What did burnout look like for Manuel?

[17:15] Can burnout take years off your life?

[18:13] How much does food play a role in someone’s depression?

[20:48] The importance of setting goals when you’re depressed

[22:37] How do you help someone who is in a state of depression?

[25:44] Can addressing problems help in battling depression?

[29:25] What does it mean to Manuel?

[30:19] Where to find Manuel

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Recently, interest rates have risen to half a point, which creates some changes, but what are these? What does increasing interest mean, especially in our day-to-day lives. Tune in to learn more about it so can properly plan your next move to secure your financial future.

Show notes:

[1:33] Getting ahead of inflation

[1:54] What do rising interest rates mean?

[2:42] Savings rates might go up

[3:26] Credit card debt-APR may go higher

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights around teamwork and success that she’s gained from working with entrepreneurs and their teams over the years.

As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn’t just a head game; it’s also a heart game.

Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she’s the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.

A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She’s a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.

A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.

Connect with Shannon at:

Website: https://www.strategiccoach.com/

https://yourteamsuccess.com/

LinkedIn: https://www.linkedin.com/in/shannonwaller/?originalSubdomain=ca

Listen to her podcast: https://apple.co/37Y5lVs

Show notes:

[1:29] Why does Shannon like writing books?

[5:09] On teamwork

[9:50] Drawing the line in terms of giving up tasks and keeping them

[12:57] Her advice for people about finding the right folks

[18:00] Using the Kolbe test to hire people

[24:51] How she got associated with Strategic Coach

[34:29] What does money mean to Shannon?

[36:41] Great teamwork ideas with your significant other

[40:20] Where to find Shannon

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today’s episode is brought to you by Diane Money, your financial life simplified. If you want to learn more about this technology, check out www.dianemoney.com. Speaking of finances, today’s episode is all about what you should do, money-wise, when the markets are down. We are currently in that market state, so make sure you tune in to know what you can do to put your money to use.

Show notes:

[1:38] What today’s episode is all about

[2:18] Bill’s thought process: start buying

[3:31] The moral of the story

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to doing both simultaneously.

Jen Du Plessis, America’s Mortgage Mastery Mentor helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During fifteen of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide, spent three years in the top 200 nationally ranked originators, and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of LAUNCH-How to Take Your Business to New Heights, top podcast host of Mortgage Lending Mastery, and highly sought and charismatic speaker; speaking on stages with such icons as Darren Hardy, Tony Robbins, and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year after year.

She has been seen and heard on Good Morning America, Sirius/XM Radio, Voice America, and Mortgage News Network. Jen has been featured in publications such as The Wall Street Journal and The Washington Post; is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine, and has been recognized with the Women with Vision Award as one of the Top Women in the Mortgage Industry.

Connect with Jen at:

Website: https://www.jenduplessis.com/

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

FB: https://www.facebook.com/JenDuPlessis22/

IG: https://www.instagram.com/jenduplessis

Twitter: https://twitter.com/JenDuPlessis

Check out her podcast: https://www.jenduplessis.com/podcast/

Show notes:

[1:44] What allowed Jen to live a life of luxury?

[4:59] What gives Jen the most energy?

[8:34] How do you know you’re doing the right thing in your life

[12:11] What’s going on for Jen

[16:35] Where did she get her confidence to do anything?

[23:16] On not being able to make memories with her family and cracking the code to spend more time with them

[26:10] How Jen changed her habits

[28:22] What does money mean to Jen?

[30:30] Where to find more of Jen

[33:22] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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If you ask anyone how to build wealth, the most basic answer will be: make money, save money, and invest money. In today’s episode, Bill shares how you can build wealth by diving into each step and helping you understand what it takes to make your wealth. While get-rich-quick schemes sometimes may be enticing, the tried-and-true way to build wealth is through regular saving and investing—and patiently allowing that money to grow over time. It’s okay to start small. The important thing is to begin.

Show notes:

[2:21] Step 1: Understand and eliminate your bad debt

[2:56] Step 2: Build up your emergency savings fund

[5:20] Step 3: Understand your purpose

[6:19] Step 4: Start a business

[7:20] Step 5: Let your money work for you

[8:37] Email Bill to join his free class at bill@bloomfinancial.us

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.

Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies.

In total, they’ve generated over 50,000 customers and have allowed him to work with brands like Fidelity Investments and Tony Robbins.

In 2016 Dan launched his first WinBack campaign and was more than surprised when it produced an amazing 57X ROI.

Nothing in his 20 years of marketing had created that much revenue that fast at such a low cost.

Based on the success and predictability of WinBack, Dan founded WinBack Labs and became an evangelist for this undervalued and under-appreciated revenue strategy.

Connect with Dan at:

Website: https://winbacklabs.com/

https://thebusinesssource.com/

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

Listen to his podcast: https://winbacklabs.com/podcast/

Show notes:

[1:35] Making his idea into a business

[5:50] What caused attrition in his business in 2016?

[9:06] The metrics he has put into place for their WinBack program

[14:31] The process for screening clients

[17:19] Setting limits for their WinBack program

[19:52] What to the company morale after losing and then getting back their clients?

[23:28] The difference between 32x and 180x returns on client

[29:36] His advice for people on creating their own WinBack

[31:46] What does money mean to Dan?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s Money Monday episode, Bill shares the difference between being rich and being wealthy. Most people aspire to become rich themselves, but they don’t know where to put their money to become wealthy. So tune in and learn how you can leave behind wealth for your family’s successive generations to come.

Show notes:

[1:16] Rich vs. wealthy

[3:38] Challenge your thinking

[4:24] Takeaway

[5:31] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.

Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.

Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.

Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.

Connect with Scott at:

Website: https://gravystack.com/

https://www.heromakerstudios.com/

LinkedIn: https://www.linkedin.com/in/scott-donnell-0335b011/

Show notes:

[1:56] Changing his mind about selling his company

[6:10] When his financial education started

[9:45] How can you create a future with your vision?

[14:42] How has his family business changed his freedom of time?

[19:20] 10X-ing your investment in your family

[21:28] All about Hapbee

[28:00] How is his experience in hiring CEOs to run his companies?

[33:28] What does money mean to Scott?

[35:13] Learn more about Scott

[36:59] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks about the importance of getting your finances in order to enjoy your life to the fullest. When you have financial freedom, you can choose what you want to do with your money. When you let your money work for you, you’ll have more time to do what you want and enjoy your life. The big question is, are you doing the right thing to get to where you need to be financially? Show notes:

[1:18] Bill welcomes his second son

[2:01] The importance of time

[4:13] How are you spending your time?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now.

Get to know more about Lamarr by reaching out to him at: https://connectionchurchlibertyville.org/

Show notes:

[2:04] Why did Lamarr want to leave his corporate life and become an entrepreneur?

[13:32] On doing better now than when he did in the corporate world

[15:20] Where his superpower of planning came from

[20:21] What about the cheque?

[26:23] On finding true purpose

[29:36] On owning a Chick-fil-A

[33:50] What does character mean to Lamarr?

[35:16] What does money mean to Lamarr?

[37:53] Where to find Lamarr

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life.

CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in real estate transactions. He has planted multiple churches and mentored hundreds. He is passionate about helping business leaders Build Confidence, Gain Clarity & Create Community. More than that, Ken is a generous father and friend.

Connect with Ken at:

Website: growstackdrive.com

LinkedIn: linkedin.com/in/ken-joslin-86812b197

IG: @kenjoslin

FB: facebook.com/kenjoslingroup

Twitter: @kenjoslin

YT: https://www.youtube.com/channel/UCH4r3LJBXm6d5qYrJACHtFw

Show notes:

[1:49] How to change your life in 90 days

[5:12] What does Ken’s schedule look like?

[12:42] The importance of gratitude for Ken

[16:42] How has his network evolved?

[21:49] The Grow Stack Drive event

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned, this is a great episode to tune in to.

Damon Burton's expertise is more important than ever in helping businesses thrive online. Over a decade ago, he beat a billion-dollar company by outranking them on Google. He knew he was onto something and has gone on to build an international search engine marketing company that's worked with NBA teams and Inc5000 & Shark Tank featured businesses.

Never before has there been so many people needing something to focus their attention on… AND the time to do it. Your customers are on either their phone, tablet, or computer 24/7. Simply having a website isn’t enough, and no one knows this better than search engine marketing expert Damon Burton.

Since founding his company SEO National in 2007, he writes for Forbes, has been featured in publications including Entrepreneur Magazine, BuzzFeed, and USA Weekly, and has helped high-profile clients make more in a month than they used to in a year.

Connect with Damon at:

Website: https://www.seonational.com/

https://www.damonburton.com/

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

IG: https://www.instagram.com/entrepreneurdamon/

FB: https://www.facebook.com/damon.burton

Twitter: https://twitter.com/EntrepreneurDB

Show notes:

[1:28] Why family has always been important for him

[5:07] His journey of growing his number of employees

[11:18] How he uses his generosity to help his business

[14:30] On marrying and starting his business 15 years ago

[21:54] On his honesty and why he sends his book to people for free

[27:24] What does money mean to Damon?

[29:11] Where to find Damon

[29:50] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill talks with the Author, Entrepreneur, Coach, and Founder of The Achademy, Chad Johnson. They have an insightful conversation about relationships, abundance, and finding happiness. Chad also shares his Giant 5 priorities, which makes his life more fulfilling every day because success is all about building relationships and achieving balance in life.

Chad Johnson is a third-generation entrepreneur who had several successful careers before returning to the family business and lifting it to an exponentially higher level of success. But as happy as he is about creating a powerful, engaged, self-managing team, he ultimately sees business as “a tool for having an extraordinary life and rich relationships.”

Chad is the “Chief Inspiration Officer” of Ceramic Decorating Company, a 95-person firm in California that screen-prints premium labels on glass for craft beer, wine, and cosmetic products. Chad’s grandfather started the business with his brother in 1934, and his father and uncle carried it on for another generation.

Connect with Chad at:

Website: theachademy.com

newlywedcoaching.com

marriagemaximizer.com

Grab a copy of Chad’s book: howtowinaheart.com

Show notes:

[1:48] Diving deeper into his book: How to Win A Heart

[5:25] How he manages his relationships and his five priorities

[6:59] His faith

[7:22] His wife

[8:46] His kids

[9:21] His health

[10:30] His business

[13:13] Saying no to create abundance and eliminate scarcity?

[16:27] Transforming scarcity into abundance

[23:09] On firing the people who are not a right fit in his life

[26:31] What does money mean to Chad?

[29:16] The G5 Summit

[30:17] Outro

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it.

Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with "BLUEFISHING - The Art of Making Things Happen," sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard - twice!

As the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and many more.

Want to sing with your favorite rock star, be serenaded by Andre Bocelli, walk the red carpet at A-List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic - these are just a few highlights of what Steve has been asked to provide for his clients.

He makes the impossible - possible, after all, he is quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.

An entrepreneur in the truest sense of the word, Steve is well regarded within the luxury world for his innovation and down-to-earth personality. Known for his honesty, integrity, and doing things "his way," Steve creates experiences for his clients that they could never have imagined being possible.

Connect with Steve:

Website: www.stevedsims.com

LinkedIn: www.linkedin.com/in/stevedsims

IG: @stevedsims

FB: facebook.com/groups/stevedsims

Listen to his podcast: stevedsims.com/podcast

Show notes:

[2:11] What did the pandemic do for Steve?

[5:02] On closing three businesses at the same time

[10:54] Keeping it simple and having fun while creating value for their clients

[16:55] Testing his credibility by having speakeasies

[27:14] The most common issues the entrepreneurs who go to his speakeasy has

[35:39] The largest cheque he has ever received through his connections

[37:18] What does money mean to Steve?

[40:21] Where to find Steve

Connect with Bill Bloom

Web: www.bloomfinancialco.com

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

LinkedIn: www.linkedin.com/in/bloomfinancial

FB: facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill speaks with the Co-founder and CMO of Be The Stage and Co-Host of the B2B Community Builder Show podcast. They dive deeper into relationships and their importance to Pablo. Moreover, they also talked about how changes in his relationships have played a big part in his business's success.

Pablo Gonzalez is obsessed with the human connection. He’s used this expertise on the subject to manage a 120 person, $15M construction business at 25, build various young professional groups for charities, and be named a Latino Leader of the Future by Latino Leaders Magazine and a Top 20 Under 40 for Brickell Magazine.

He’s now a professional speaker and the founder and Chief Executive Connector at Connect With Pablo, a content marketing and community creation agency, proving that community creation is the future of business development.

More than anything, he’s dying to be your friend.

Connect with Pablo at:

Website: bethestage.live

LinkedIn: www.linkedin.com/in/pablotheconnector

Listen to his podcast: B2B Community Builder Show (formerly Chief Executive Connector)

Show notes:

[2:20] Why are relationships so important to Pablo?

[5:59] On his childhood and the part it played in his success today

[9:18] Using relationships as a cornerstone for his business

[13:52] Video and podcast for building relationships

[16:38] Embracing collaborations

[19:30] Taking time to learn

[23:33] The changes in his relationships because of his growth

[29:28] What does money mean to Pablo?

[30:21] Where to find more of Pablo?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.

David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave’s practice remains focused on estate planning, asset protection, and elder law.

Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor’s Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.

In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.

Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.

Dave’s first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.

Connect with Dave at:

Website: https://eplawcenter.com/

https://www.lawyerswithpurpose.com/

LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/

Show notes:

[1:54] What is Guidr and how did it come to be?

[12:15] How has Dave’s mindset changed from a collaboration standpoint?

[19:08] More will come back to you if you focus on other people

[22:21] The Digitization of Law

[26:58] What’s changed and what’s in the future for estate planning?

[37:38] Where to find more of Dave?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well.

Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he created digital products and helped companies with their monetization models. This is why he started his own business and supported small and medium enterprises with their content strategy.

Connect with Yakup at:

Website: www.contentmentoring.com

LinkedIn: https://www.linkedin.com/in/yakup-%C3%B6zkardes-cheung-b40b3864/

Show notes:

[1:53] How he got started in the content creation industry

[4:14] What is Content Marketing?

[5:54] What is the future for Content Marketing?

[11:15] Going on a live broadcast

[13:31] On the publication he’s working on

[15:06] The importance of giving value to people

[20:46] What does money mean to Yakup?

[22:35] Where to find Yakup?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill talks with a good friend, three-time Olympian, Speaker, and Author, Devon Harris, about how and where he started, setting big goals, and developing the right mindset. Devon also shares how he accomplished goal after goal and still pushes for his dream to inspire others to reach for theirs by speaking about his life and journey on stage.

Born on Christmas Day, 1964, Devon Harris was raised in the violent ghetto environment of Olympic Gardens in Kingston, Jamaica. The greatest gift he ever received was the belief that a positive attitude and a never say die philosophy would carry him farther than a sense of injustice and a heart filled with anger. Devon Harris graduated from the prestigious Royal Military Academy Sandhurst in England and received a Queen’s Commission in December 1985, and served in the Jamaica Defense Force officer corps until December 1992 when he retired as a Captain.

Encouraged by his commanding officer, Devon tried out for and was selected to the first Jamaican bobsled team. The team competed in the 1988 Olympic Games in Calgary, Canada, and their exploits inspired the Disney blockbuster movie Cool Runnings.

The Keep On Pushing Foundation, which he founded in 2006, aims to support and enhance the education of kids in disadvantaged communities by providing practical solutions to the challenges that are preventing them from getting educated.

Through the Keep On Pushing Foundation, Devon also works with Right to Play as an athlete ambassador. He supports Right to Play’s efforts in using sport and play in refugee camps around the world to enhance child development and build community capacity.

Connect with Devon at:
Website: www.devonharris.com
LinkedIn: linkedin.com/in/keynotespeakerdevonharris
FB: facebook.com/keeppushing
IG: @Keeponpushing88
Twitter: @Keeponpushing88

His e-books: www.devonharris.com/e-books

His free e-course: www.devonharris.com/courses/goals-made-easy

Grab a copy: www.devonharris.com/goal-setting

Show notes:

[2:54] How Devon got focused on his life and accomplished so much

[5:25] How he became an olympian

[7:41] Developing mindset resilience

[10:24] Rising and becoming an athlete

[12:56] On watching the movie about him

[14:25] Telling his story on-stage and his e-book

[19:41] Importance of setting big goals

[23:45] Where to find Devon

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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If you’re dipping your toes in investor waters for the first time, you’re probably unsure what to do and when to do things an investor does. So for today’s Money Monday episode, Bill shares what he tells his clients and what he personally does when the stock market goes down 10, 15, 20 percent.

Show notes:
[1:49] Rule of thumb for the first 10% down
[3:15] For the next 5%... 20%...
[3:52] Your humanitarian head and investor head don’t always go hand-in-hand
[5:45] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In today’s episode, Bill is joined by Chiropractor and Owner of Victory Chiropractic Anthony Vuckovich. They talked about his life as an entrepreneur and doctor, and the impact he is making in the world through his mission to help other people live pain-free life. It’s an excellent episode, so make sure you tune in.

Dr. Vuckovich has been serving the Frankfort area community since 2014 and is committed to providing quality care with life-changing results. He has a passion for health/fitness and wants to enable as many people to live an active, pain-free life as possible.

Dr. Vuckovich shares his passion with his wife, Megan. She is a local Junior High physical education and health teacher. They live in Frankfort with their 2-year-old daughter Victoria and newborn son Kent.

Dr. Vuckovich graduated from Lincoln-Way East in 2004. After Lincoln-Way he attended Bradley University in Peoria, IL. There he received a Bachelor of Science with a focus on Sport and Exercise Psychology. As a collegiate cheerleader at Bradley, he sustained an injury that resulted in his arm's loss of function. It was this experience that introduced him to chiropractic.

Dr. Vuckovich received his Doctorate of Chiropractic from Palmer Chiropractic College in 2014 from the Davenport, IA campus. He has specialized training in advanced soft tissue mobilization, Graston Technique, IASTM, Trigger Point Dry Needling, and Physiotherapy.

Connect with Anthony at:
Website: www.victorychiros.com
IG: @dr.vuckovich_d.c
FB: facebook.com/anthony.vuckovich.92

Show notes:
[1:46] Did Anthony think he’d become an entrepreneur as a kid?
[6:58] Showing up to make a change in life
[10:31] How he feels about making the big impact he has
[12:48] His advice for people who want to live the life they want
[16:05] Is the stress worth it for Anthony?
[18:54] How Anthony stay grounded and focused on his family
[24:51] Entrepreneurs and what they do
[26:28] What does money mean to Anthony?
[27:58] Where to find Anthony
[28:49] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, Bill shares what you can do with your money and why he thinks now is a good buying opportunity amidst what is going on with Russia and Ukraine. Whether you’re a pro at investing, an amateur or you just want to try and dip your toes into the investments world—this episode is for you.

Show notes:

[1:47] Russia, Ukraine, and what to do with your money

[4:51] A good buying opportunities

[5:40] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Years ago, threatened by change, people said computers would have a mind of their own and one day replace people in terms of employment. That was the fear. In this episode, Bill chats with the CEO and Founder of Teammate AI, Evan Ryan, all about artificial intelligence, how it’s taking over the world today, and how it will affect the human lifespan and future.

Evan Ryan is the founder of Teammate AI, helping entrepreneurs scale their businesses using artificial intelligence. Teammate has launched and powered businesses such as Lede AI and ContentX, which use AI to write, edit, and publish content—all without human intervention.

Over the past five years, Teammate has helped hundreds of businesses save millions of hours by using AI in everything from small tasks to complex, multi-day processes. Evan spends most of his time showing entrepreneurs how to save time with AI and designing solutions that help teams stop being human computers and start creating bigger, more dynamic value. Learn more at TeammateAI.com.

Connect with Evan at:

Website: www.teammateai.com

LinkedIn: https://www.linkedin.com/in/evan-ryan-866479ba/

Grab a copy of his book, AI as Your Teammate: Electrify Growth without Increasing Payroll at: https://www.amazon.com/AI-Your-Teammate-Electrify-Increasing/dp/154452630X

Show notes:

[1:52] Evan on meeting people in the industry

[3:22] What’s going on in the world of AI?

[7:03] What does the future look like for AI

[8:45] The role of AI in the world today

[13:56] AI and the human lifespan

[17:11] Evan on his mentors

[19:12] What does money mean to Evan?

[20:49] Where to find Evan

[22:37] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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We all want to know how to spend our hard-earned money well. When you’re not that savvy in managing your finances, you almost always tend to trust the first person who says they can help. In today’s Money Monday episode, Bill Bloom shares with us a few of the red flags we should look out for when working with a financial advisor because making sure you’re entrusting your finances to the right person is always of utmost importance.

Show notes:

[1:50] Are you comfortable working with an insurance agent?

[3:47] When they offer you only one company’s product

[4:38] When they don’t tell you how they get paid

[5:34] Are they fiduciary?

[6:40] When they take too long to respond

 **Connect with Bill Bloom**

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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When you find your voice, you don't find some new thing inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation.

Erin Diehl is a graduate of Clemson University and former experiential marketing and recruiting professional as well as a veteran improviser from the top improvisational training programs in Chicago, including The Second City, i.O. Theater and The Annoyance Theatre. Erin conducts workshops across the country leveraging improvisational techniques to improve employees’ skills in corporate settings.

Her work with clients such as United Airlines, PepsiCo, Groupon, Deloitte, Motorola, Lowe’s, Accenture, Walgreens, and The Obama Foundation earned her the 2014 Chicago RedEye Big Idea Award and has nominated her for the 2015-2019 Chicago Innovations Award. Erin was a speaker for Disrupt HR Chicago, hosted the 2016 RedEye Big Idea Awards, and has been a speaker for HRMAC Chicago, SHRM Chicago, Disrupt HR, the Business Marketing Association, and Emerging Leaders of the Chicagoland Chamber of Commerce. She is also a proud member of The Chicago Innovation Awards Women’s Cohort and a graduate of the Goldman Sachs 10,000 Small Business Program.

Among her many accolades, Erin is most proud of successfully coercing over 12,000 professionals to chicken dance.

Connect with her at:

Website: https://www.learntoimproveit.com/

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

IG: https://www.instagram.com/keepinitrealdiehl/

Listen to her podcast: The improve it! Podcast at: https://www.learntoimproveit.com/podcast

Access her Hybrid Hype worksheet: https://www.learntoimproveit.com/hybrid-hype

Show notes:

[1:53] How Erin started in the world of comedy

[5:03] Transitioning to making scripts from scratch

[6:35] Being able to find her voice through improvisation

[9:27] On people not finding their BIG

[11:14] Her experiences with the people who take her course

[14:59] On having her own podcast: The improve it! Podcast

[17:29] Her rewards for having her podcast

[18:55] What does money mean to Erin?

[20:32] Where to find more of Erin?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you love your money? Do you know how to?

Loving your money means knowing how to maximize its value and investing it where there are maximum returns. And in this episode, Bill Bloom shares how you can do so no matter your fear factor.

Show notes:

[3:09] Understand your fear factor

[4:31] Understand where your money is going

[7:07] Create different accounts

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Welcome back to part 2 of the Core Value Equation episode with Core Value Evangelist, Darius Mirshahzadeh. In this episode, he talks about his realization after publishing his book, the new project that he’s been working on, Scale M.A.P., and how he can help entrepreneurs scale their business through it. Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ranked #9 on Glassdoor’s list of Top CEOs of Small and Medium Companies in the US. He’s led organizations that have won numerous Stevie awards, been named “#3 Best Place to Work” by San Francisco Business Times, and have landed at #40 on the Inc. 500 list of fastest-growing companies. Darius has been recognized in the New York Times and Inc. Magazine for innovation in corporate culture. His business insights and thought leadership have been published in Huffington Post, Entrepreneur.com, Fast Company, and Forbes.

Grab a copy of his book, The Core Value Equation: https://therealdarius.com/book-order/

Reach out to Darius at:

Website: https://therealdarius.com/

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

IG: https://www.instagram.com/whoompdarius/

FB: https://www.facebook.com/dariusjmirshahzadeh/

YT: https://www.youtube.com/user/dmirshahzadeh

Twitter: https://twitter.com/kingdarius

Listen to his podcast, Greatness Machine: https://therealdarius.com/podcast/

Show notes:

[1:38] His last name — a quick history

[4:22] The biggest surprises that came to him after publishing his book

[7:12] His new project

[18:43] Anticipating and tackling the problems of scaling a business

[22:28] Seeing exponential growth through people speaking up about the business

[27:34] Who should come to Darius for Scale M.A.P?

[29:34] How to find Darius for Scale M.A.P

 **Connect with Bill Bloom**

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Let’s talk about houses: should you buy or just rent? This is a very common question, especially when the “norm” dictates that the earlier you buy a house, the better. Sometimes, it doesn’t make sense — tune in to know what that means. In this episode, Bill Bloom talks about whether the best option for you is buying or renting a house.

Show notes:

[1:46] Does this make sense for me?

[2:44] Can you afford it?

[3:03] Can you create cash flow?

[4:10] Here’s a very important message that you need to listen to

[6:11] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this special episode of the Retire As You Desire podcast, it’s Bill’s turn to answer questions from his good friend Justin Breen. In celebration of Bloom Financial turning 8, Bill gives us a peek at his personal life with his wife and son, James. Bill and Justin also talk about his early beginnings and what made him decide to be an entrepreneur. Tune in to learn more about Bill in this interview by Justin Breen.

If you want to check who Justin Breen is and what he does:
LinkedIn: https://www.linkedin.com/in/justinbreen1/

Web: https://www.brepicllc.com/

Show notes:

[4:17] Family life

[7:35] Bill’s foundation and what made him decide to be an entrepreneur

[11:21] What does Bill think makes him different?

[14:37] On what attracted him to his wife

[19:21] How his brain works

[25:20] Where does his brain take Bill in the future?

[30:02] Looking back at his life and how far he has come

[32:14] How he relates to people

[35:07] What’s the best part about being an entrepreneur?

[36:14] On soccer, his wife and his son

[39:26] Why does Bill think some entrepreneurs destroy their families for their businesses?

[44:51] What Strategic Coach has done for Bill

[52:31] On his wife

[56:00] Bill’s evolution throughout the years

[59:13] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Inflation, by definition, is the rate of price increase in a given period of time. It is also the decline of purchasing power which can be reflected in the rise in prices of goods and services. We are currently experiencing inflation right now, and host Bill Bloom wants to dive a little bit deeper into that. He also wants to share some ideas on how you can grow your money during a time of inflation.

Show notes:

[1:33] Monetary policy, and supply and demand

[2:46] What creates part of the inflation?

[3:46] Historically, this is what happens to house prices

[4:10] Some ideas to help grow your money

 **Connect with Bill Bloom**

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Core values are the fundamental beliefs of a person or organization. And today, we’re going to talk all about that with Core Value Evangelist, Entrepreneur, fellow Podcaster, and Best-Selling Author Darius Mirshahzadeh. He shares his core values in life and business and his book, The Core Value Equation, from which entrepreneurs and CEOs can get pointers about building the right company culture.

Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ranked #9 on Glassdoor’s list of Top CEOs of Small and Medium Companies in the US. He’s led organizations that have won numerous Stevie awards, been named “#3 Best Place to Work” by San Francisco Business Times, and have landed at #40 on the Inc. 500 list of fastest-growing companies. Darius has been recognized in the New York Times and Inc. Magazine for innovation in corporate culture. His business insights and thought leadership have been published in Huffington Post, Entrepreneur.com, Fast Company, and Forbes.

Grab a copy of his book, The Core Value Equation: https://therealdarius.com/book-order/

Reach out to Darius at:

Website: https://therealdarius.com/

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

IG: https://www.instagram.com/whoompdarius/

FB: https://www.facebook.com/dariusjmirshahzadeh/

YT: https://www.youtube.com/user/dmirshahzadeh

Twitter: https://twitter.com/kingdarius

Listen to his podcast, Greatness Machine: https://therealdarius.com/podcast/

Show notes:

[2:04] How did Darius come up with the core value evangelist?

[8:26] Putting family first, business second

[15:11] Do people not plan out their core values because it’s hard to tell yourself the truth?

[24:50] On his love for words

[28:06] The eye of the tiger

[34:34] Where to find Darius

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode, host Bill Bloom shares what he usually does with his clients at the start of a new year. Whether you’re a client of his or not, he graciously talks about one of the best things he believes every person should do, and that is to get their accounts funded early. By early, he means as early as January or February. Tune in to learn more about what you can do with your money in January. Show notes:

[1:40] Here’s a tip from a retirement standpoint

[2:47] Traditional vs. Roth 401(k)

[5:06] Fund your 2021 IRA contributions

[6:07] Figure out what your biggest expenses are

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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In this episode of The Retire As You Desire podcast, I’m going to talk about money with fellow Podcaster, Creator, and Founder of Reaching Beyond Experience, Kyle Depiesse. He shares his journey of continuously climbing the corporate ladder but reaching burnout and drowning in debt, to finally getting that “Aha!” moment, paying the debt off, starting his own business, being a stay-at-home dad, and now having more time for family, rest, and relaxation.

Kyle Depiesse is the Creator and Founder of Reaching Beyond Experience, rooted in assisting others in achieving their highest level of fulfillment in how they connect with others, connect with themselves, and build their careers. Leveraging the 15 years of business and education management, he has formulated programs, retreats, and 1:1 coaching offerings to help his clients get the clarity they need to build their definition of a fulfilling life.

You can reach Kyle at:

Website: https://kyledepiesse.com/

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

IG: https://www.instagram.com/kyle_depiesse/

Listen to his podcast, Reaching Beyond: https://podcasts.apple.com/us/podcast/reaching-beyond/id1500137598

Show notes:

[2:21] On wanting his money in order and how it happened for Kyle

[6:06] How much debt was Kyle able to pay off?

[9:38] How have things changed after getting his finances in order?

[11:14] On being able to do what he truly wants

[12:55] How he enjoys being a business owner

[15:08] Being able to be a stay-at-home dad

[16:41] What does money mean to Kyle?

[18:08] Where to connect with Kyle and listen to his podcast

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Today is a special Money Monday episode as we talk about figuring out where your money issues are. Host Bill Bloom shares the different issues that may create a dent in your finances if you don’t take proactive steps to mitigate the situation. Bill gives very practical and doable steps and offers help, especially if you need clarity on your financial status.

Show notes:
[1:41] Honesty is important if you want to succeed financially
[2:42] The usual causes of money problems
[3:32] Here’s a mind-opening story
[4:45] Take time to write everything that you spend your money on
[6:24] Goals change, so don’t be hard on yourself

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the stories about ADHD and the spectrums associated with it, so it would mean a lot if you shared this episode with as many of your friends as possible.

An entrepreneur diagnosed as an adult with ADHD and Asperger’s, André Brisson has drawn from his experience overcoming obstacles in life to create a unique process of simplifying what seems impossible and creating intellectual shortcuts. These processes were unknowingly developed to overcome his ADHD symptoms prior to his diagnosis. They were key for the success he has had in life and his start-up engineering businesses.

André is a successful entrepreneur who has started 5 companies, failed at 2, and succeeded with 3. He has managed to make 2 of his companies self-managing, and he will explain how that was achieved.

Find out more about André:

Website: https://theimpulsivethinker.com/

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

The Impulsive Thinker Podcast: https://podcasts.apple.com/us/podcast/the-impulsive-thinker/id1586240372

Show notes:

[2:48] What revelation did he have when he found out he had ADHD and borderline Asperger’s?

[5:45] What is Asperger’s syndrome?

[7:52] The Kolbe test and how it helped André be in a creative state

[11:51] How do people with ADHD and Asperger’s find balance?

[13:42] What did André do after getting diagnosed?

[14:50] What is neurodivergent? And his advice to people with ADHD

[18:35] How he helps high-achieving ADHD entrepreneurs

[20:08] What does money mean to André?

[22:49] The Impulsive Thinker podcast

[25:29] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Are you starting 2022 right in terms of your finances? Are you looking to diversify your assets or in need of help managing them? Are you planning to retire really soon? In this episode, I talk about all things financial advisors: how much they cost, when do you really need one, and when can you take advantage of free services.

If you are looking to hire an advisor, I highly suggest you talk to one first and see if you both fit. It’s important to have a good relationship with your advisor and make sure that this person truly understands your needs. I am offering a FREE call to anyone who wants to see if we can work together on your financial matters. You can call my office at 773-326-8472. Again, this discovery call is FREE of charge.

Show notes:

[2:02] Advisor works for an insurance company

[2:45] Advisor manages your asset

[3:30] In what situation will a financial advisor comes into play, and how much they typically charge?

[5:30] When you need an advisor that may come with a price

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Most of us reach a crossroads in our life and then feel the need to choose one path to follow or the other. Not for today’s guest, though! In today’s episode, host Bill Bloom sits down with Performer and Financial Professional Charlie Epstein to talk about his journey and evolution in life doing business and performance and creating a one-person show where he can be both.

Charlie is a financial pioneer with more than 40 years of experience in the financial service industry. As the Vice President of Wealth and Retirement HUB International, formerly Epstein Financial Services, his companies oversee more than a billion dollars in assets under advisement. The company provides corporate retirement plan consulting, fee-for-service financial planning, and comprehensive wealth management for entrepreneurs, medical professionals, and individuals looking to create “paychecks for life” to pay for everything they desire to achieve in life.

Charlie was known nationally as the 401k Coach, having trained more than 10,000 financial professionals on how to best serve the needs of their clients. He is the bestselling author of Paychecks for Life: How to Turn Your 401k Into a Paycheck Manufacturing Company and Save America, Save! The Secrets of A Successful Retirement Plan.

As a professional actor, Charlie has performed in roles from Shakespeare to Neil Simon, as well as a stand-up in NYC and improv with Chicago City Limits. Most recently, Charlie has combined his acting and financial talents in the creation of a new one-man show called Yield of Dreams-Paychecks for Life. Working with a team of professional comedians, Charlie has created a “Financial Theatre” experience designed to “make money funny” while illuminating the 15 Myths of Money that inhibit people’s ability to achieve financial independence and live the life they’ve always dreamed of.

Reach Charlie at:
LinkedIn: https://www.linkedin.com/in/the401kcoach/

Web: https://yieldofdreams.live/

Listen to his podcast, Yield of Dreams: Paychecks for Life: https://podcasts.apple.com/us/podcast/yield-of-dreams-paychecks-for-life/id1528330664

Show notes:
[2:25] On Charlie’s love for performing
[4:56] What it was like growing up in an entrepreneurial world
[8:12] How he started his career
[11:36] Being the cold-calling king
[16:30] Looking back to the first three years
[23:08] On still working with his first clients today
[26:29] His favorite part of his journey
[34:30] The transformation that everything he did make in his life
[41:55] Where to find Charlie?

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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A new year is an excellent time to start a new hobby, make resolutions, and set personal or financial goals. In this episode of Money Monday, Bill shares how you can set goals for the new year, track, and stay consistent with them. So tune in, learn a thing or two, or reach out to Bill if you need more help!

Show notes:

[1:50] Setting goals in the new year

[3:57] Write down your goals for 2022

[4:46] Reverse engineer your goals

[5:53] Reach out to Bill

[6:28] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years, and then some.

Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and advisor to individuals and business owners nationwide. Jayson leads a Team of Professionals, highly sought after for their strong belief in and commitment to the process of Becoming Your Own Banker, developed by the late R. Nelson Nash. This is evident in all areas of Ascendant Financial and its successful process, which works to help people achieve financial prosperity in both their personal and business lives. Jayson works closely with Accountants, Lawyers, and Strategic Partners to provide unique and unrivaled solutions that maximize our clients’ wealth.

He is recognized as one of Canada’s top overall Advisors, author of several publications, and co-author of The Bankers’ Secret, a Simple Guide to Creating Personal Wealth for Canadians. Jayson has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.

Reach out to Jayson at:

Website: http://www.ascendantfinancial.ca/

LinkedIn: https://www.linkedin.com/in/jayson-lowe-11056620/

Show notes:

[1:55] How Jayson started creating content

[3:53] On his multiple companies and what he does

[8:47] Jayson’s Kolbe score and tendencies

[10:53] Managing his team and the obstacles he’s had in his career before Kolbe

[17:31] How many free days does he take every year?

[22:11] What does money mean to Jayson?

[24:23] Where to find Jayson

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Do you get discouraged whenever you fail at something? Well, today, Bill is here to tell you that failure is not something you should fear or get discouraged about. Failing often and failing forward is one way you can better yourself to find your real purpose. Listen to this episode and learn how to take failure as a push to become a better version of yourself from someone who has failed numerous times.

Show notes:

[1:27] Failing is an opportunity to grow

[3:24] The most successful people got ahead by failing so often

[5:09] Access Bill’s books on his website for free!

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Some people would instead focus on business or work to give their family a good life, although ultimately having lesser time for them. While some make family a top priority, business second and find balance in between, which is true for Jeff Lopes. In today’s episode, host Bill Bloom is joined by Entrepreneur, Author, Podcaster, and Dad, Jeff Lopes, as they talk about how Jeff manages to do everything he does.

Jeff Lopes is a proud father of two, a husband, and an entrepreneur for the past 25 years. Jeff has founded numerous companies from inception to 7 & 8 figure Corporations. Included in these is TrueBlue Homes, a portfolio of vacation rentals properties across the Northern parts of Ontario, Canada, and Kimurawear a boxing / martial arts equipment brand that was founded in early 2006 out of his own basement. Jeff is currently a host of a top-rated entrepreneurial podcast Jeff Knows Inc. Over the past four years he has coached countless entrepreneurs in balancing the obstacles of fatherhood and entrepreneurship and achieving higher levels of success in both areas. As Fitness Leadership College Graduate and certified NLP Master & Life Coach. As a Best Selling Author, Jeff has taken all his experiences to create Mans Purpose the fastest growing community of Entrepreneur Dads on the planet.

Reach Jeff at:

Website: https://www.jeffreylopes.com/

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

IG: https://www.instagram.com/jefflopes

FB: https://www.facebook.com/jeffwlopes

YT: https://www.youtube.com/c/jefflopes

Show notes:

[1:58] What inspired Jeff to take a leap of faith and invest in himself

[4:20] Why is it important for him to be a dad first after being an entrepreneur for so long?

[7:53] How was his mindset altered? And how does he celebrate wins?

[12:20] How did Jeff find the balance between enjoying what he does in life?

[21:10] Who was his favorite guest that he interviewed, and what were the common traits the most successful people have?

[27:49] What does money mean to Jeff?

[29:39] Where to find Jeff

[33:33] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Have you ever wondered how you can save money instead of losing it on tax? Today Bill shares tips from a tax planner standpoint on doing just that. Make yours or someone else’s holiday season brighter by trying out any of Bill’s suggestions and see what works for you. If you need more help, Bill is more than happy to help you.

Show notes:
[1:30] Tax tips for the new year
[2:00] Donate your money to charity
[3:37] The Roth IRA conversion
[4:46] If you’re 72 years old, send your required minimum distribution to charity
[6:14] Reach out to Bill for your tax assessment

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Often, entrepreneurs hit success, and then it just stops there in that one success. They get stuck, and then they don’t know how else to move on from there. The same is true for Mike Malatesta. In this episode of The Retire As You Desire podcast, host Bill Bloom is joined by Entrepreneur, Investor, Author, Host & Creator of How'd it Happen Podcast to talk about Mike’s book Owner Shift and his next big goal.

Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.

Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.

Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.

Where to find Mike:

Website: https://mikemalatesta.com/

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

Twitter: https://twitter.com/MikeMalatesta

Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://www.amazon.com/Owner-Shift-Getting-Selfish-Unstuck/dp/1544523912/

Show notes:

[2:15] What was it like for Mike to sell his 2nd company

[6:32] Why was it important to him to bring up the next generation and teach them?

[8:56] Which one of the sales of his companies was more rewarding for Mike?

[11:49] Mike’s new book: Owner Shift

[14:58] What does Owner Shift mean?

[23:22] Breakdown or take a break

[29:13] On his podcast’s success

[32:17] How writing the book changed his way of thinking

[36:11] Mike’s biggest financial goal moving forward

[37:34] Where to pick up a copy of Mike’s book, Owner Shift

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Spending money is one of the easiest things to do. Especially when everywhere you turn, there’s a reason you want to spend cash on. But think about it, is it even worth spending your hard-earned money on? In this short episode, host Bill Bloom shares the three questions you should ask yourself before you splurge and how asking these questions will help you change your spending habits for the better.

Show notes:

[1:45] #1: After I buy this, can I make money from my purchase?

[2:56] #2: Do I even need this?

[3:49] #3: What else could I be doing with this money to make me money?

[4:58] Your Money Journal—get this for free at https://www.bloomfinancialco.com/

[5:53] Changing spending habits with these questions

[6:59] Outro

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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While some people see a person who likes to try out different things as indecisive, some see them as neophiles, pioneers, or just someone trying to find something they’ll love doing, just like Scott Becker. In this episode of The Retire As You Desire podcast, host Bill Bloom sits down with the Founder and Publisher of Beckers Healthcare and Beckers Hospital Review. They talked about how Scott got to where he is now by pioneering on different fronts: a CPA, Author, Podcaster, and a Corporate Lawyer in Healthcare. Scott also shares a powerful insight for people who are in their journey of seeking greatness: find what you love to do and invest in yourself.

Scott Becker previously served on the McGuireWoods LLP Board of Partners and served for nearly 15 years as chairman of the firm’s national Healthcare department. McGuireWoods has one of the best-regarded healthcare practices in the world.

Scott is the Founder and the Publisher of Beckers Healthcare and Beckers Hospital Review and its related events and publications. He remains the Publisher and Chief Content Officer of Beckers HealthCare.

Scott also produces the Becker Group Business News, the Becker Private Equity Podcast, and the Becker Business Podcast.

Mr. Becker is a Harvard Law School Graduate and a University of Illinois undergraduate business school graduate in Finance and Accounting. He is also the author of four books and a CPA.

You can reach Scott at:

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

Twitter: https://twitter.com/becker_sbecker

Show notes:

[2:02] How Scott got started in Medical Law in his career

[4:01] The most satisfying part of being in the fields of healthcare and law for a long time

[7:04] What made Scott start his two podcasts?

[10:43] How important is it for people to invest in themselves?

[13:35] What has been a good indicator for Scott to know whether to step away from something or double down on it?

[17:43] Growth in curiosity

[18:54] What does money mean to Scott?

[23:18] Where to find Scott

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Who doesn’t want to build their dream life? But how do you start that process, and how to implement your ideas to start your journey to a robust financial future? In today’s Money Monday episode, Bill Bloom wanted to talk about some tips and approaches that anyone can implement at any given time they want. But then again, the perfect time to start is now.

Show notes:

[2:20] The four different stool approaches: emergency fund

[2:58] Investment: bonds, 401(k), etc.

[3:40] High-risk investments

[4:42] Home run: start a company—take this risk at least once in your life

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation?

Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap.

David McKnight has helped put thousands of Americans on the road to the zero percent tax bracket for more than 22 years. 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, Kiplinger’s, MarketWatch, and numerous other national publications.

His bestselling book The Power of Zero has sold over 250,000 copies, and Penguin Random House published the updated and revised version. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. 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.

Find David and learn about him at:

Web: https://davidmcknight.com/

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

The Power Of Zero Show: https://podcasts.apple.com/ca/podcast/the-power-of-zero-show/id1441026169

FB: https://www.facebook.com/davidmcknightandcompany

Show notes:

[1:55] Diving deeper into The Power of Zero

[5:02] How is it possible to write a book in just three days?

[6:36] The premise on David's new Financial (thriller) novel

[12:30] America and its fiscal condition

[14:55] US currency and its future

[17:36] On Pres. Biden's new tax legislation

[21:36] What David will do to fix the fiscal condition of the country

[26:08] The importance of Roth IRA conversion

[29:17] Bumping UP your tax conversion

[30:21] The Infinity Code — the details

Connect with Bill Bloom

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: bill@bloomfinancial.us

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

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Now that the holiday season is near, you might be spending hundreds to thousands of dollars giving gifts to your friends, family, and loved ones.

In this Money Monday episode, Bill describes his money-saving ideas for you for the holidays. He shares what works for him, and the different questions that he loves asking himself that can also work for you.

Highlights

• Being asked repeatedly “How do you stop spending money especially during the holidays?” - 0:17
• The first step is to think once you spend money. - 0:46
• The second step. - 1:45
• Another idea to think about. - 2:27
• Ask yourself before buying something for yourself: “Can this make me money?” - 3:25
• The last step. - 3:39

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Today I show my gratitude to you and yours. Hope you have a wonderful Turkey Day!

Highlights

• Taking time to thank everyone. - 00:11
• Special message. - 0:53

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Risk. Investments have risks. Do you know how much risk you're taking in your investments? What about your significant other's investments? Tune in to find out how you can understand the overall risk that you are taking.

Highlights

• The email that Bill received. - 0:17
• How do you figure out how much risk you’re taking in as a household? - 0:53
• Bill’s advice. - 2:00

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Are you open to the possibility of changing from good to great to unstoppable? Is it possible?

Chris Ross proved it is as he shares his journey and success story with Bill. Chris and Bill have an epic conversation about how vision, mission, and getting better 1% every day can make all the difference in the world. He also shares his principle of being an entrepreneur and winning in life: Setting up your foundations as there are no shortcuts.

Highlights

• Why is it important to get better 1% everyday? - 2:18
• The two things that you don’t want to happen. - 4:28
• How did Chris find and set up his foundation? - 6:39
• Keeping and mitigating people away from his life. - 9:44
• The optimal level: From good to great to unstoppable. - 14:41
• Holding yourself accountable: Your life is only a reflection of the choice and decisions you make. - 18:20
• Paying very close attention to those who don’t celebrate your losses and wins. - 23:00
• You can’t build a business without capital. - 29:59
• What’s his future vision for himself? - 31:32
• It’s not hard to say: No is a sentence. - 34:19
• Difference between sacrifice and investment. - 35:31
• What does money mean to Chris? - 38:25
• It’s better to give away money than give away time. - 44:17
• Where to find, connect, and listen to Chris’ show? - 49:38

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Chris Ross * 843-396-2104 * https://winject.com/

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Do you know if you could retire early? In today's Money Monday episode of the Retire As You Desire Podcast, I discuss three steps that should be considered before you retire early.

Highlights

• Getting the question: How do I know if I can retire early? - 0:17
• You have to understand your fixed expenses every single month. - 1:36
• What Bill loves seeing other people do before they retire. - 1:57
• The important question to ask your financial advisor. - 2:52
• What to plan for? - 3:31
• Steps to take if you want to retire early. - 3:39

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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What’s your dream business-like? Is it a big corporation generating thousands of dollars every hour or is it simple and humble as long as you can call it your own?

Business-minded people dreamt of owning their business at the beginning of their journey, including entrepreneur Brett Ruiz. Together with Bill, Brett talks about the different reasons why he wanted to become a business owner, to what it really feels like owning business after business after business. He also shares the importance of getting a coach and investing in yourself in order to grow your business.

Highlights

• What’s it been like to grow multiple businesses? - 1:06
• Reasons he wants to become a business owner. - 3:45
• Importance of investing in yourself. - 6:24
• Best investments he made in himself. - 7:15
• What allowed her to get away from the self-centered mindset? - 10:00
• How he was introduced to a coach and why did he join? - 13:41
• What does money mean to Brett? - 17:35

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial * company/ * https://www.facebook.com/retireasyoudesire * Connect with Brett Ruiz * https://medinaexteriors.com/

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Retiring early is a dream come true for a lot of people. Starting as early as possible can give you many advantages, but what’s the secret to retiring at an early age?

In today’s Money Monday, Bill shares very good news to everyone: Two of his clients could retire early! By following the Retire as You Desire process, they are now candidates to enjoy the fruits of their labors at an early age.

Highlights

• The fun topic for the day. - 0:22
• Taking two of his clients through the Retire as You Desire process and now, they can retire early. - 0:31
• What makes X happy? - 1:31
• Plan to see how long your money could last for, for your lifetime. - 1:53
• What the Retire as You Desire process is set up to help people do. - 2:15

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Why do people choose to run their own businesses, despite having successful careers? For the money? Maybe. For the power? It might be.

However, for Steve Gordon, he started running his own business to help owners and individuals by transforming them into the leading expert in the market.

Bill welcomes The Unstoppable CEO Steve Gordon to talk about business, investments, family, and money. Steve takes a trip down memory lane as he talks about the reasons that made him into the successful entrepreneur he is today. He also shares the meaning and importance of family and money to him.

Highlights

• Who is the guest today? - 0:07
• What made Steve want to be an entrepreneur. - 1:03
• Buying the business from his first job at a young age. - 3:33
• Looking back: How he was introduced to a strategic coach and what role the coach played for him, throughout his life. - 4:47
• When he wrote the cheque, did he think it was an investment? - 7:44
• Who he wants to be a hero to. - 9:25
• Importance of getting his own personal message out to the world. - 11:21
• Meaning of family. - 16:04
• What does money mean to Steve? - 16:49
• Where to find the podcast and how to reach out to Steve and his team. - 17:52

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Steve Gordon * https://unstoppableceo.net/ * https://www.linkedin.com/in/gordonsteve/ * https://www.facebook.com/theunstoppableceo

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In today’s Money Monday episode, Bill takes you through the journey of Suzy. Bill narrates how he helped Suzy by creating a navigation strategy for her not only to pay off her house and existing credit card debt but also achieve the freedom that she’s aiming for.

What does freedom mean to you? What can make you feel free? What would you like to have freedom off so you can live a purpose-filled and passion-filled life? Let Bill know by sending him an email at questions@bloomfinancial.us. 

Highlights

• What does being free mean to you? - 0:16
• The story of Suzy and how she was able to pay off her credit card debt and house to be free. - 0:45
• Was Suzy able to retire? - 2:15

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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What does it take to be a successful entrepreneur? Do you need to have a lot of money or should you aim for higher education?

Success doesn’t happen overnight — that’s what Teresa Easler proves. As she talks about her story with Bill, she shares her journey from being a student to finding her success as a coach. In this episode, Bill and Teresa discuss what it took for her to become a successful business owner. She explains how she is “employable” and how she built her company from nothing.

Highlights

• How Teresa Easler became an entrepreneur - 1:13
• Favorite part in working with big companies, corporations, and high-level entrepreneurs. - 2:22
• Realizing that she needs to go out on her own. - 8:02
• How important is it to spend time away from her business to be with her family? - 12:32
• Does she have a goal? Is she setting them up at the beginning of the year? - 15:51
• Introduction to a strategic coach. - 19:56
• Traits that she saw throughout the years that separate people who have grown to those who were not able to do the things they want in their careers. - 23:50
• Her favorite part is being on all sides of the area. - 26:51
• What she’s always reminding her clients and students all the time. - 32:26
• The meaning of money for Teresa. - 35:36
• Where to find Teresa? - 36:31

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Teresa Easler * https://www.connecttothecore.com/ * https://ca.linkedin.com/in/teresaeasler * https://twitter.com/teresaeasler

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When it comes to keeping more of your savings for retirement, it’s crucial to understand different tax strategies.

In today’s Money Monday, Bill talks about why knowing more about taxes in retirement is important. He reiterates the value of knowing the taxes that come with encasing your retirement money as you’ll not be getting it in full. Bill also shares a strategy that you can follow to help mitigate these taxes once you decide to retire.

Highlights

• The reason why the topic, taxes in retirement, is an important item of discussion. - 0:15
• The problem. - 0:41
• Why are you not getting your retirement money, for example, your 401k, in full? - 1:00
• The ways to help plan to mitigate these taxes in retirement. - 2:02
• In 2025, the tax laws are gonna change. - 2:33

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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How can you win a negotiation?

Bill welcomes a special guest to talk about different small practices that can result in huge impacts. The author of "Never Split The Difference" and Black Swan Group owner, Chris Voss, talks about what it takes to win a negotiation. Chris was the lead FBI negotiator and trainer for many years. Listen to this incredible interview today!

Highlights

• How Bill met Chris Voss. - 0:24
• Getting access to Chris’ newsletter and a ton of incredible information. - 2:02
• What can you get from Chris’ newsletter? - 2:29
• Coaching a kidnapping story. - 5:30
• Looking into negotiations and collaborations into navigations. - 11:51
• How important is it to understand the other side of perspective? - 12:14
• When you’re being corrected, people don’t have the wherewithal to listen. - 15:49
• How important is it to listen? - 16:25
• The future vision for himself and his companies. - 21:31
• Things that stood out for Chris while publishing his book. - 25:31
• What does money mean to Chris? - 31:01

Episode Resources * Text Black Swan Method to 33777 * Never Split the Difference * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Chris Voss * https://www.blackswanltd.com/home

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What are your plans for retirement? Are you already saving for it?

For today’s Money Monday Episode, Bill discusses what it is like competing in a 333-mile sailboat race and how it equates to your investing habits. He also shares how to help clients navigate their retirement funds.

Highlights

• The Race to Mackinac. - 0:19
• Connection with retirement planning. - 1:11
• Helping clients navigate their retirement funds. - 2:17
• Every second counts. - 3:13

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Can you say that your life right now is truly successful? Are you happy and content?

Bill and Brian Borgert talk about his journey to reaching people, helping to end suffering, and allowing themselves to be their true, authentic selves. Brian shares how suffering shows up in people’s lives and affects not only their personal lives, but also their careers and goals in life. He also shares his goal: To reach and change 1 BILLION people’s lives for them to feel joy and fulfillment.

Highlights

• Introducing Brian Bogert: The guy for the people. - 0:15
• How he gave himself permission to be who he truly needed to be. - 1:04
• Don’t play the what role. The what role leads to unhappiness. - 5:48
• The best parts that came to Brian from the last two years. - 6:21
• Success story: How a 68-year old became financially independent. - 9:23
• Why does he want to reach and change 1 billion people’s lives? - 11:18
• Favorite part of being on stage. - 14:50
• What are some ways that people can really free themselves from their old ways of thinking? - 17:11
• The meaning of money for Brian. - 20:40
• When you value yourself, that’s when your money can grow, your life can grow, your opportunities can grow. - 26:19
• Where to find Brian? - 26:57

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Brian Bogert * https://brianbogert.com/ * https://www.facebook.com/bogertbrian * https://www.instagram.com/bogertbrian * https://www.linkedin.com/in/brianbogert

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Have you ever wondered what you should have as your financial foundation? Well, tune in and listen to this episode to find out!

Please share this with your friends and family who are teenagers and in their 20's.

Also, subscribe to this show to get new episodes every Monday and Thursday.

Highlights

• What does it actually mean to have a foundation? - 0:17
• The first step in building your financial foundation: You should have your insurance in place. - 1:06
• The second step is: Build an emergency fund. - 1:31
• The most important step is: Have a plan for your future. - 2:07
• Start young. Start early. Start often. Start automating your investments. - 3:20

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience.

Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge.

Highlights

• Who is Fredrick Douglas Bussey? - 0:36
• What helped and allowed Fredrick to be the man he is today? - 2:02
• Lessons that catapulted him to allow him to create a firm and do the other things he’s doing. - 4:12
• How being away from his business and family allowed
• Fredrick and his business to grow. - 7:54
• The secret of scheduling: Family is first and last in his calendar. Business goes in between. - 10:38
• What changes his perspective and way of thinking? - 14:27
• What does money mean to Fredrick? - 17:37
• Success leaves clues. - 19:50
• Where to follow or contact Fredrick? - 20:24

Episode Resources * Breaking Orbit: Rip Out of the Regular by Unearthing the Power Within * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Fredrick Douglas Bussey * http://fredrickbussey.com/ * https://www.instagram.com/fredrick.bussey/ * https://www.linkedin.com/in/fredrick-bussey-iconstatus

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Do you have plans for your retirement? For you, what’s the best age to finally retire and enjoy life?

For today’s Money Monday Session, Bill talks about the origin of the word retirement: Where it came from, how it started, and what it really means today.

Highlights

• What other people think about retirement. - 0:31
• The German who created the term “retirement” and the idea of retirement in the workforce. - 0:47
• What retirement means today. - 2:32
• “I really encourage people to go out and do the things that they love doing because that’s gonna increase their happiness, that’s gonna increase their life on this planet. And it comes down to using money to allow you to do that.” - 3:59

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Buying, owning, and investing in real estate is generally a great investment option: It can be an ongoing passive income and its value can increase over time. But how can you get started? It starts with your cash flow.

Bill sits down with John Blanton of the Contrarian Cashflow. John discusses how he was able to start in real estate and how cash flow greatly helped his growing business. He talks through the importance of self-education, no matter what kind of investment you’re making. John also shares how to build legacies and educate your children into taking over the family business.

Highlights

• How’s the real estate market in South Carolina? - 0:54
• What interests John to start in real estate? - 2:48
• The one percent role. - 5:01
• Why is cash flow important for John, his family, and in his real estate business? - 6:57
• There are two sides of the coin: The cash flow and the depreciation side. - 7:37
• The importance of self-education, no matter what type of investment you’re doing. - 9:36
• Real estate strategies that can help people build legacy. - 12:43
• How can you diversify your holdings in real estate? - 16:22
• What does money mean to John? - 19:42
• Where can you find John? - 21:10

Episode Resources

• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• bill@bloomfinancial.us
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire
• Connect with John Blanton
• https://www.linkedin.com/in/joblanto
• https://contrarian-cashflow.captivate.fm/

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Talking about inheritance is a very touchy subject: After all, you’re talking about the death of a loved one. But everything doesn’t end with collecting the money that your loved one left you: There are also some rules that you need to follow as an inheritor.

Bill talks about the steps you need to take once you inherit money. He also shares about the things that you need to think about when it comes to withdrawing your inherited money and what are the tax implications that you might face, should you fail to follow the new tax law.

Highlights

• Inheritance is a really touchy point in a lot of people’s lives. - 0:15
• What do you do when you inherit money? - 0:50
• Changes in the tax law. - 2:00
• Questions you should ask yourself in your current planner. - 3:14
• Not completely withdrawing your money in 10 years can cause pretty big tax implications. - 3:41

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire

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Everyone all over the world experienced the downsides of the pandemic, even big businesses. But this did not stop Dan Rogers from building a new business, even after losing 100% of his past ventures. During his interview with Bill, Dan talks about the struggles of the pandemic and how it allowed him to listen to the boss (not his wife) about his future.

Highlights

• What Sales Side Kick is all about - 1:00
• The purpose of holding businesses at a high standard that’s being held traditionally. - 4:41
• What Dan went through before starting Sales Side Kick. - 5:28
• Letting go of the past: Letting go of clients to start a new venture. - 11:39
• The credit goes to the boss. - 13:00
• I’ve got the juice to burn it, but I don’t think I have the juice to keep it. I have the juice to be a good shepherd, but at the end of the day, it comes and goes as the boss sees it. - 16:23
• What does money mean to Dan? - 17:39
• Money is a byproduct of how you want to live your life. -19:51
• Where can you find Dan? - 22:55

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * Connect with Dan Rogers * https://salessidekick.com/ * https://www.linkedin.com/in/dantrogers

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After interviewing many high-level entrepreneurs and asking them my favorite questions, "What does money mean to you?" I have learned that many of them think that it is a tool. Learn how money could be used for you in this episode! Also, please subscribe to this show and share it with your social media networks.

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Highlights

• Every Thursday we have interviews with high-level entrepreneurs - 0:43
• Money is a tool! - 1:06
• What money does for you - 1:17
• Allow your money to be utilized for you - 2:11

Episode Resources * Connect with Bill Bloom * https://www.bloomfinancialco.com/ * bill@bloomfinancial.us * https://www.bloomfinancialco.com/Bill-Bloom.9.htm * https://www.linkedin.com/company/bloom-financial-company/ * https://www.facebook.com/retireasyoudesire * www.retireasyoudesire.com * www.retireasyoudesirepodcast.com