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    financialgoals

    Explore " financialgoals" with insightful episodes like "Helping Others Fulfill Their Financial Dreams: A Conversation with Michael Klasz", "The Money and Investing Conversation Every Couple Should Have", "Achieving Social Media Growth and Success - Steve & Joe McCarthy", "EP57: Characterizing Fiduciaries and Financial Advisors - Gil Baumgarten" and "Ep365 Passion to Profit: Purpose-Driven Success through Passive REI with Ramil Torres" from podcasts like ""Network = Networth", "Life and Money Show", "Grow with Purpose", "Migrate 2 Wealth" and "The Conscious Investor"" and more!

    Episodes (11)

    Helping Others Fulfill Their Financial Dreams: A Conversation with Michael Klasz

    Helping Others Fulfill Their Financial Dreams: A Conversation with Michael Klasz

    New podcast episode featuring Michael Klasz!

    Michael Klasz is a Financial Advisor with Starboard Wealth Planners. He works closely with growing families and small businesses to help them reach their goals and have their dreams become reality. Michael does holistic planning which takes a 360 degree view of your situation to help build a well rounded financial plan for you and your family. Michael is currently working on his QAFP designation, which will serve as his first financial planning designation. When Michael’s not working with his clients, he enjoys spending his time outdoors or with his friends and family.

    Listen as Michael and Dalene discuss his life leading up to being the financial guru that he is and much more!

    Thanks for listening!
    Follow us on Facebook or Connect on Linkedin

    The Money and Investing Conversation Every Couple Should Have

    The Money and Investing Conversation Every Couple Should Have
    • A journey into real estate investing as a couple
    • The role of partnership dynamics in achieving financial and personal goals
    • Why it’s important to have a  long-term shared vision with your partner
    • How to talk about money and investing with your family
    • An approach for encouraging financial conversations in everyday life

     

    The Life & Money Show Spotlight:

    • Your Life & Money: What is one thing you're doing to live a meaningful and intentional life by design?
    • Other's Life and Money: What is one life or money hack that you can share that will make an impact in others' lives right now?
    • Life & Money in the World: What's the one thing you're doing right now to make the world a better place?

     

    RESOURCES/LINKS MENTIONED

     

    Embrace great opportunities with just a click away by signing up for Passive Real Estate Investing 101. Get FREE access to this 7-day email course through https://goodegginvestments.com/freecourse/ and establish your footing in real estate investing today!

     

    Are you looking to expand your investing horizons? Goodegg Investment might be the perfect place to kick-start your property investment journey alongside Annie and Susan. Find out more by visiting https://goodegginvestments.com/growth2/ and https://goodegginvestments.com/deals/ to explore attractive investment deals at your fingertips!

     

    CONNECT WITH US

    To connect with Annie and Julie, as well as with other Investing For Good listeners, and to get the latest scoop on new and upcoming episodes, join Life and Money Show Podcast Community on Facebook.

     

    To learn more about real estate syndication investment opportunities, join the Goodegg Investor Club.

     

    Be sure to also grab your free copy of the Investing For Good book (just pay S&H)--

     

    Thanks for listening, and until next time, keep investing for good!

    Achieving Social Media Growth and Success - Steve & Joe McCarthy

    Achieving Social Media Growth and Success - Steve & Joe McCarthy

    In this episode, we sit down with Joe McCarthy, an entrepreneur and Instagram growth expert, to delve into his journey and strategies for achieving significant success on the platform. Joe shares his experiences in developing a system of mass direct messaging (DMs) to generate real followers and engagement, ultimately leading to the establishment of his thriving business. We explore the costs involved in growing an Instagram account, the software Joe developed in-house, and his insights into building a strong personal brand.

    As we dig deeper, Joe reflects on his major achievements, both personal and professional, including his recent marriage and becoming a father. He also highlights his accomplishments in the business realm, such as being featured in top-tier publications and surpassing 300,000 followers. Financial milestones, like reaching $100,000 per month in personal income and striving for a monthly revenue goal of $1 million, are also discussed.

    Discover how Joe acquires clients primarily through Instagram, utilizing ads, marketing, and the power of mass DMs to attract potential leads. With over 7,000 clients served to date, Joe shares his aspirations to assist even more individuals in their Instagram growth journey, aiming for an ambitious target of 100,000 clients.

    Furthermore, Joe provides insights into his personal investment strategies for self-improvement. From starting with books and smaller courses to eventually investing in high-value coaching programs and attending seminars and conferences, he emphasizes the value of learning from those who have already achieved success.

    Tune in to this enlightening episode as Joe McCarthy offers valuable advice and perspectives on Instagram growth, entrepreneurship, financial goals, and the importance of continuous personal development. Whether you're an aspiring influencer, a business owner looking to expand your online presence, or simply seeking inspiration for your own journey, this conversation is packed with practical wisdom and actionable insights.

    EP57: Characterizing Fiduciaries and Financial Advisors - Gil Baumgarten

    EP57: Characterizing Fiduciaries and Financial Advisors - Gil Baumgarten
    • The truth behind the financial advisory industry
    • Pros, cons, and limitations of getting a fiduciary and how it differs from regular financial advisors
    • How does macroeconomics enable you to grasp investing trends
    • When do you need a financial advisor?
    • 3 powerful tips for individuals who want to build wealth today

     

    Resources/Links Mentioned In This Episode

     

    Discover the latest and most insightful takes on pressing business issues from Gil Baumgarten himself! Don't miss out on his expert perspectives. Click on the link below to sign up for his blog for FREE:  https://segmentwm.com/blog/

     

    About Gil Baumgarten

    Gil Baumgarten is a 38-year veteran of the securities and investment industry. After beginning his career at the venerable EF Hutton in the early 1980s, Gil became a top producer for UBS and Smith Barney, what is today Morgan Stanley. However, Gil found Wall Street routinely emphasized its own interests over those of the client. In 2010, Gil left the brokerage world to start Segment, a fee-only firm where the interests of the client could align with the interests of the firm. The Houston Business Journal ranks Segment among the Largest Houston-Area Wealth Management Firms. In 2021, Gil published his first book, FOOLISH: How Investors Get Worked Up and Worked Over by the System. The best-selling book highlights the hidden problems endemic among Wall Street brokerage firms, as well as the deeply rooted self-destructive tendencies of investors, and provides investors with an actionable path forward.

     

    Connect with Gil 

     

    Connect With Us

    To connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook.

     

    Follow Our Social Media Pages!

    Ep365 Passion to Profit: Purpose-Driven Success through Passive REI with Ramil Torres

    Ep365 Passion to Profit: Purpose-Driven Success through Passive REI with Ramil Torres

    Learn how to blend business and pleasure in today’s episode with Ramil Torres as he shares his insights on generating income from multiple income streams, including your hobbies! Tune in for practical advice on real estate investing and achieve your long-term financial goals for you and your family.


    KEY TAKEAWAYS

    Great benefits of turning your hobbies into business opportunities
    Advantages of working together with your mentors on deals
    Factors to consider in choosing the right general partners
    Challenges investors need to overcome in the first year of investing
    Investment tips beginners should know before investing in real estate




    ABOUT RAMIL TORRES

    Ram is a full-time W2 employee who runs a successful sports collectibles business that started on eBay in 1998 and earned Top-Rated seller status. Together with his wife, Virlyn, they run an e-commerce shop that has grown to over 5,000 customers and followers since 2016. They work 9 to 5 while running a full-time business to provide another stream of income. Through education, mentorship, and teamwork with other experienced apartment operators, they are now invested in commercial real estate to help buy back the time spent with family and loved ones.


    CONNECT WITH RAMIL

    Website: Nor-Cal Hobbies http://www.norcalhobbyshop.com/
    LinkedIn: https://www.linkedin.com/in/ramil-torres-norcal/
    http://www.PurposeDrivenHoldings.com 


    CONNECT WITH US

    Schedule 20 minutes to get to know each other https://calendly.com/threekeysinvestments/20-minute-call
    Schedule 20 minutes to explore performance coaching with Julie https://calendly.com/threekeysinvestments/20-minute-coaching-inquiry-call-with-julie-holly
    Schedule 30 minutes to learn about investing with Three Keys Investments https://calendly.com/threekeysinvestments/investor-discovery-call

    Join the Book and Networking club via Zoom at: bit.ly/3HBPnQw or sign up at: bit.ly/3c0dr1u to access and interact with an extraordinary group that will help you level up!

    Visit ThreeKeysInvestments.com to download a free e-book, “Why Invest in Apartments”!

    Looking to reduce your taxes so you can build wealth? 

    Mode Wealth is a boutique financial firm helping real estate professionals, investors, and entrepreneurs ethically and morally optimize their tax strategy to reduce their tax liability. Learn more and schedule a FREE consultation today! https://modewealth.com/

    Looking for an affordable healthcare solution? Check out Christian Healthcare Ministries by visiting https://bit.ly/3JTRm1I

    Please RSS: Review, Subscribe, Share!

    LLPFI Episode 13: Financial Milestones

    LLPFI Episode 13: Financial Milestones

    This week's episode we discuss hitting different milestones on our journey to FI.  You can't hit achieve these important milestones without first setting goals along the way. What milestones are you trying to hit? Have you made a plan to achieve them?  Whether it be maxing out a designated  retirement account, increasing annual income, or hitting your first 100k... just get started! Remember to follow us on IG @llpfi.podcast and if you want to watch, just head over to YouTube 

    SA370 | High-Quality Apartment Communities and Self-Storage Facilities Syndication with Whitney Elkins-Hutten

    SA370 | High-Quality Apartment Communities and Self-Storage Facilities Syndication with Whitney Elkins-Hutten

    Financial goals are money-related objectives that you wish to achieve, but how do you get there? Whitney Hutten joins us today to provide insights into how to boost your finances through passive real estate investing safely. Check out this episode to discover how to become financially strong!

    Key Takeaways To Listen For

    • Different ways to finance investment properties
    • What is 121 Exclusion?
    • Tips to get into passive investing
    • Steps to achieve financial freedom in real estate
    • How to identify good properties to invest in
    • Importance of patience in real estate investing

    Resources Mentioned In This Episode

    About Whitney Elkins-Hutten

    Whitney Elkins-Hutten is the Director of Investor Education at PassiveInvesting.com and a partner in $700MM+ in real estate — including over 5000+ residential units (MF, MHP, SFR, and assisted living ) and more than 1400+ self-storage units across 8 states—and experience flipping over $3.0MM in residential real estate. 

    Whitney is an expert in beginner multifamily investing, deal analysis, gaining freedom through passive investing, asset and wealth growth, and understanding risk tolerance.

    When Whitney is not out looking for deals, she does trail runs, mountain biking, camping, and spending time with her family.

    Connect with Whitney
    Website: PassiveInvesting.com


    To Connect With Us

    Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

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    SA225 | Infinite Banking: The Key to Becoming Your Own Banker with Tom Laune

    SA225 | Infinite Banking: The Key to Becoming Your Own Banker with Tom Laune

    Learn to create a line of credit with life insurance to increase returns and gain control over your money. Today's guest Tom Laune offers these gold nuggets that you can use to achieve and increase your fortune and live the life you deserve.

    Key Takeaways To Listen For

    • The “Bulletproof Wealth Strategy”
    • What is “income replacement insurance”
    • Combining life insurance with a savings account
    • Using cash value as a collateral
    • Utilizing life insurance after retirement
    • Enhancing investors’ Rate of Return (RoR)
    • Advantages of investing your loans
    • Importance of time blocking

    Resources Mentioned In This Episode
    The Compound Effect by Darren Hardy

    About Tom Laune

    Tom Laune is the founder of the Bulletproof Wealth strategy, where he guides real estate investors to become their own bankers. The secret to his strategy is teaching people to learn to use money like banks do to earn much higher rates of return than the average investor! 

    Connect with Tom
    Website: Stress Free Planning


    To Connect With Us

    Please visit our website: www.bonavestcapital.com and please click here, to leave a rating and review!

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    Ep. 252: Siply Special

    Ep. 252: Siply Special

    On this week's episode of 'Paisa Vaisa', Host Anupam Gupta is joined by Sousthav Chakravarthy, Founder and CEO at Siply. Anupam and Sousthav talk about the payroll-based programme application called ‘Siply’ and its unique features which allows user to reach their financial goals with regular savings habits. They also talk on what specific problems faced by the blue-collared and low-income segments that deter them from saving and investing in their goals and a whole lot more on this episode of Paisa Vaisa.

    Tune in to know more about saving and investing on #PaisaVaisa with Anupam Gupta.

    You can know more about Siply: (https://siply.in/)
    App Store: (https://play.google.com/store/apps/details?id=in.siply.ionic)
    LinkedIn: (https://www.linkedin.com/company/siply-india/)

    You can follow Sousthav on Linkedin: (https://www.linkedin.com/in/sousthav/)

    Send in your finance related queries or feedback to our host Anupam Gupta on Twitter: @b_50 (https://twitter.com/b50)

    You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.

    See omnystudio.com/listener for privacy information.

    Ep. 165: Setting Financial Goals - Part 2

    Ep. 165: Setting Financial Goals - Part 2

    Anupam talks to Swapnil Bhaskar, Co-Founder of Goalwise about how Goalwise is different from other financial advisors. Swapnil also recommends 5 great reads for finance beginners.

    Talk to host Anupam Gupta on Twitter @b50

    You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5

    You can check out our website at http://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

    Ep. 164: Setting Financial Goals - Part 1

    Ep. 164: Setting Financial Goals - Part 1

    Anupam talks to Swapnil Bhaskar, Co-Founder of Goalwise about setting financial goals and how you can achieve them.

    Talk to host Anupam Gupta on Twitter @b50

    You can listen to this show and other awesome shows on the IVM Podcast App on Android: https://goo.gl/tGYdU1 or iOS: https://goo.gl/sZSTU5

    You can check out our website at http://www.ivmpodcasts.com/

    See omnystudio.com/listener for privacy information.

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