Explore " liabilities" with insightful episodes like "Mayday: the take-off woes of ailing airlines", "The Numbers You Need to Know to Achieve Financial Freedom [Ep.25]", "Wealth-Building Investment Strategies (w/Justin Smith, CFA, CFP) [Ep.21]", "ENCORE: Ep. 014 Robyn Farrell" and "Be the Steady Plow Horse, Not a Flashy Race Horse" from podcasts like ""Mint Primer", "The DOC Podcast", "The DOC Podcast", "Hello Chaos" and "Knack 4 Business"" and more!
![The Numbers You Need to Know to Achieve Financial Freedom [Ep.25]](https://www.podcastworld.io/podcast-images/the-doc-podcast-82iy05s8.webp)
AT DOC, WE'RE ABOUT HELPING YOU ACHIEVE SUCCESS BOTH PERSONALLY AND PROFESSIONALLY!
If you want to know how to reach financial freedom, THIS is the episode you MUST SEE!! Dr. Mike will review the steps that he and his wife took to go from zero cash flow and a negative net worth to attaining financial freedom in less than 20 years, including:
You’ll also get a FREE formatted and customizable balance sheet by going to www.TheOrthoCoach.com and clicking on the popup. Just enter your email address and you’ll receive a copy of the balance sheet delivered directly to your inbox!
LINKS
John Vento, CPA, CFP Podcasts
Justin Smith CFA, CFP Podcasts
Don’t miss Part 2 of my conversation on wealth-building with my financial advisor, Justin Smith, CFA, CFP! In this episode, Justin and I discuss:
• Emergency Funds - who needs one, what type of expenses to include, how many months of expenses it should cover, and where you should keep the dollars.
• The philosophical approach to investing that Justin recommends to his clients.
• How to approach diversification both within and among asset classes.
• The numerous benefits of having a wider margin between income and expenses.
• How to balance saving and investing with spending and enjoying excess dollars.
• Cryptocurrency and whether or not Justin sees it as a viable asset class in an investment portfolio.
• Student debt including how to incorporate it into an investment approach and if/when it makes sense to pay it down more aggressively.
• Saving for children’s college education including when to start, how much to set aside, and if 529 plans are the best way to do it.
• What to do if you end up with excess funds in a 529 plan and the new 15-year rule for transferring money from a 529 plan to a Roth IRA.
• Justin’s closing pearls summarizing how to achieve financial freedom.
LINKS
• The Real Reason Big Savers Retire Early: Minimizing Retirement Savings Needs: https://www.kitces.com/blog/retirement-savings-needs-big-savers-avoid-lifestyle-creep-to-retire-early/
• To learn more about Smith Partners Wealth Management: https://smithpartnerswealth.com/
• The Ortho Coach website: www.TheOrthoCoach.com
In this podcast, this week's guest is Robyn Farrell, the founder of Resiliency Technologies and the Sharpen app. Robyn shares her journey as a serial founder and discusses the problem of mental health that she is addressing with her tech platform.
Robyn Farrell shares her inspiring journey as a founder in the field of mental health. She explains how she was motivated to address mental health issues after witnessing gaps in the healthcare system as a health educator. Robyn also highlights her background in the entertainment industry and how it has influenced her work in increasing engagement with mental health content. Robyn shares her entrepreneurial journey and discusses her focus on addressing mental health. She also talks about her background in the theater industry and how it has shaped her approach to business and collaboration.
Welcome to the Knack 4 Business podcast.
Be the Steady Plow Horse, Not a Flashy Race Horse
Today's guest is Thomas Watson
Thomas Watson is the president of Guardsman Insurance Services and a third-generation insurance broker. He prides himself on providing personalized service and insurance solutions to his personal and small business clients- no one is ever JUST a number to him.
Thomas talks about focus in business, and that those who work steadily at a task have better outcomes. Insurance is also about knowing what you need and the value of a good broker to help you understand options as part of risk management.
Favourite quote: Something will take 2 minutes or less, do it immediately.
email: thomaswatson@guardsman.ca
Website: https://guardsman.ca/
Our podcast sponsor is Notionhive.com They help you stay ahead of the curve with their strategic and award-winning full-service creative digital agency solution. They collaborate with brands all over the world.
Please send your comments and questions to info@kreativinsight.com
Let us Motivate You.
To hear other Knack 4 Business podcasts CLICK HERE.
Acknowledging their support, I would like to express my thanks to Carl Richards from Podcast Solutions Made Simple, a renowned podcast expert, Fred Crouch who is the Property Wizard podcaster, Melanie Webber my invaluable business partner, and Wayne Pratt from Motive8U Inc, who serves as both a coach and co-host of these podcasts.
Hosts: Bernie Franzgrote and Wayne Pratt
Disclaimer: Please note that the Knack 4 Business podcast episodes are meant solely for educational and general informational purposes. The information and opinions contained within are not intended to be professional advice on any subject matter. The thoughts, views, and opinions expressed by the participants are their own beliefs and do not represent the views of the podcast hosts or any affiliated organizations.
It is important to note that this podcast is not a replacement for consulting with certified experts in your area who possess knowledge of your unique situation. The hosts of the podcast, along with any participants or affiliated groups, do not take responsibility for any actions taken or not taken based on the information presented in this episode.
It is highly recommended that individuals seek guidance from their advisors in fields such as accounting, law, or other pertinent areas prior to undertaking any actions or making decisions that may impact their financial, legal, or other aspects of life.
Veronica has over 17 years of experience in Accounting and Bookkeeping. Veronica is a Certified Public Accountant, Chartered Global Management Accountant, and QuickBooks Online ProAdvisor. A graduate of the University of North Carolina Charlotte earning a Bachelor of Science in Accounting as well as a Master of Accounting from Georgia Southern University. Prior to opening Balanced Virtually
Veronica was employed with PricewaterhouseCoopers, Newell Rubbermaid, and Milwaukee Electric Tool in various roles that provided experience in financial reporting, forecasting, budgeting, auditing, SOX (Sarbanes Oxley Act) compliance, and month-end close. She is a member of the American Institute of Certified Public Accountants and the North Carolina Association of Certified Public Accountants.
In her spare time, Veronica enjoys reading, traveling, spending time with her family, and event planning. With a deep love for working with people and giving back to the local community, Veronica is a board member of The SPARC Foundation. SPARC is a nonprofit that supports marginalized individuals and communities through proven, evidence-based programs and unbiased, non-judgmental interactions. SPARC’s mission is to keep people out of institutional care (jails, mental health institutions) by providing education and resources to empower them.
This program is brought to you by:
Arc Integrated
Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.
Welcome back! In this episode, we discuss the difference in human assets and liabilities in relationships/ partnerships.
Brelyn talks about a situation he encountered with a woman that asked him if her and her friend could go with him on his next trip out of the country. Sounds like a great time right? The trick is, the woman wanted Brelyn to pay their way.
Is this common? Are women more comfortable being assets than liabilities now days?
Tune in as we discuss.
Veronica has over 17 years of experience in Accounting and Bookkeeping. Veronica is a Certified Public Accountant, Chartered Global Management Accountant and QuickBooks Online ProAdvisor. A graduate of University of North Carolina Charlotte earning a Bachelors of Science in Accounting as well as earning a Masters of Accounting from Georgia Southern University. Prior to opening Balanced Virtually
Veronica was employed with PricewaterhouseCoopers, Newell Rubbermaid, and Milwaukee Electric Tool in various roles that provided experience in financial reporting, forecasting, budgeting, auditing, SOX (Sarbanes Oxley Act) compliance, and month end close. She is a member of the American Institute of Certified Public Accountants and North Carolina Association of Certified Public Accountants.
In her spare time, Veronica enjoys reading, traveling, spending time with her family, and event planning. With a deep love for working with people and giving back to the local community, Veronica is a board member of The SPARC Foundation. SPARC is a non profit that supports marginalized individuals and communities through proven, evidence-based programs and unbiased, non-judgmental interactions. SPARC’s mission is to keep people out of institutional care (jails, mental health institutions) by providing education and resources to empower them.
This program is brought to you by:
Arc Integrated
Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.
Holly McCann is a former lawyer & corporate executive, and a business owner & entrepreneur who is passionate about transforming leadership ~ from an outdated model based on separation and scarcity to one that is rooted in mutual thriving. She is a practical visionary, a whole-systems thinker, a lover of nature {including human nature}, and a coach for entrepreneurs & executives who know they are here for something more.
This program is brought to you by:
Arc Integrated
Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.
Holly McCann is a former lawyer & corporate executive, and a business owner & entrepreneur who is passionate about transforming leadership ~ from an outdated model based on separation and scarcity to one that is rooted in mutual thriving. She is a practical visionary, a whole-systems thinker, a lover of nature {including human nature}, and a coach for entrepreneurs & executives who know they are here for something more.
You can find Holly on her website ThrivingPurpose.com and on Substack at Regenerating Leadership RegeneratingLeadership.substack.com.
This program is brought to you by:
Arc Integrated
Be sure to visit BizRadio.US to discover hundreds more engaging conversations, local events and more.
We're celebrating Woman's month in August in South Africa and so this episode 12 in Season 2 of The Swan Effect Podcast is dedicated to female power (FemPower)!
Arthi and Malika discuss the power of women have and the importance of women becoming financially literate and confident. This is key for a number of driving factors: women earn less than men, women more often than not take time out of the workforce to care for the family, and women are more likely to live longer.
Arthi provides some shocking statistics about women and finances such as the large pay gap between men and women, and that this gap isn't closing significantly anytime soon.
Arthi and Malika go through the various milestones that a women goes through in life and discuss the finance steps in order to plan and be organised for each of these stages.
Listen in to hear Malika and Arthi discuss:
And so much more!
Remember: “a woman who is convinced that she deserves to accept only the best challenges herself to give the best, then she is living phenomenally.”
We would love to hear your views based on the concepts covered in this episode. Do rate, write a review, and share with others.
This episode is proudly sponsored by Old Mutual Wealth.
Joe Rare is an Owner and CEO of Level 9 Virtual, a serial entrepreneur, investor, outsourcing expert, and owner of multiple digital companies, wedding venues, and real estate investment properties. He is known for his expertise in scaling businesses and managing growth, competition, and innovation. Joe is passionate about creating freedom in his time and building businesses that can operate without his constant presence.
In this episode of The Disruptive Successor Show, Joe Rare shares his mindset and strategies for building successful businesses and achieving work-life balance. He emphasizes the importance of starting with the end in mind and building businesses that can operate without the owner's constant presence. Joe discusses the lessons he learned from Robert Kiyosaki's book "Rich Dad, Poor Dad" and how it shaped his approach to entrepreneurship. He also highlights the value of business process standardization and the role it plays in scaling a business. Joe shares his personal experiences as a father and husband, and how he balances his entrepreneurial ventures with family time.
HIGHLIGHT QUOTES
Connect with Joe through the link below.
If you enjoyed today’s episode, please subscribe, review, and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com
In Season 2 episode 11, Arthi & Malika take your moneyverse to the next level by discussing how to create your infinity legacy. This really is about taking those steps to ensure that the wealth that we create is able to stand the test of time and allow future generations to build on it.
Using the example of a 23 year old who's entering the job market and doesn't have any financial history or baggage just yet, gives us insights into the decisions that can be made at that stage, that creates a financial and educational legacy.
Malika reminds us of the strategy of paying yourself first and outlines how to split that payment into savings & investments. Arthi explains the next step in creating a lasting legacy and moneyverse is having multiple sources of income and generously provides an abundance of ideas & income revenues.
Malika & Arthi discuss how career paths are not as rigid as they once were and the importance of growing & developing yourself and being flexible while you navigate in your path. Both ladies share their own stories and the changes of their paths.
Lastly Arthi reintroduces the term debt solutions and how these are not all created equal. The hosts discuss securing fixed assets in order to use the leverage to generate wealth over time.
Listen in to hear Malika and Arthi:
And so much more!
Remember: “we not defined by the career that we have or what we earn, but rather than the decision that we take when spending”
We would love to hear your views based on the concepts covered in this episode.
Do rate, write a review, and share with others.
This episode is proudly sponsored by Old Mutual Wealth.
In this episode we discuss what to do if you discover a former partner or spouse is hiding assets and how to go about uncovering the assets.
We also discuss what financial disclosure is in family law and why it's so important, when you might need a forensic accountant, what their role is, and what to do if you can't afford to go down that path.
Recognised in Feedspot's Top 40 Family Law Podcasts List!
https://podcasts.feedspot.com/family_law_podcasts/
In this re-release, Desari Read and her team submitted a $100 million grant to the Department of Energy to ensure a safe and reliable supply of U.S. made batteries, including appropriate storage, liabilities, production methods, manufacturing, and creating a substantive supply chain. In this episode, Desari takes us through the grant writing process, the Bipartisan Infrastructure Law funding and how it affects grants, and what the future of grant writing might look like. Let’s dive in!
Have questions about this episode or want to reach our team? Find us at LSIWINS.com or social@lsiwins.com today!
Connect with the LSI team on LinkedIn, Instagram, Twitter, and Facebook!
Connect with the LSI team by following us on LinkedIn, Instagram, Facebook, and Twitter, or by finding us at LSIWINS.com!
In today’s bonus episode Amy shares the 6 biggest money mistakes she’s made in the past and what she’s learned from them.
Amy’s 6 mistakes are the following:
Listen now and discover how you can avoid making the same mistakes or how to fix them if you’re currently making them.
Is your goal to take back control over your finances? Register for my FREE Master Your Money Summit through fastforwardamy.com/moneysummit
Join me in The Bold Money Makeover and let’s take bold steps toward your big dreams together: fastforwardamy.com/boldmoneymakeover
If you want access to my 24 minute FastForward Million Method training, go to Instagram on @fastforwardamy and message me the word 'method'. I'll send over the video training so you can start scaling your 6 figure business to 7 figures, this year!
Do you want to stop being a slave to your boss, your schedule or your clients?
Become your own boss with my coaching program, the Business Freedom Elevator™ Fast Track, as more than 1500 entrepreneurs have done before you. Grab 1 of the first 100 spots and your €500 discount NOW at https://www.fastforwardamy.com/elevator.
It's episode 10 of Season 2 and we are already in June, feeling that the end of the year is fast approaching. Arthi and Malika thought it was the perfect time to discuss what is in your best INTEREST,especially since in South Africa, we are experiencing an increase in interest rates which is impacting our budgets and quality of life.In this episode, they help us understand the drivers of interest rates, and how they impact us.
Arthi introduces four factors that affect the interest rate, firstly inflation. Companies increase the price of the goods and services when there's more demand, because this can lead to less supply, and those differences result in inflation.
The next two factors are the stock markets and international events and the decrease in available funds directly results in changes in the interest rates.
The final driver which affects interest rates is fiscal borrowing and in South Africa we have a large fiscal deficit. The deficit is the difference between governments income versus their expenses and when the government spends more money than what is coming in this means that in order to have the funds to pay back the markets, the rates are increased.
Arthi and Malika offer insights and tips into how you can respond and work with the change in interest rates and to look for opportunities within the chaos. Arthi also explains how it is not all negative and that there is a plus side to higher rates.
Listen in to hear Malika and Arthi discuss:
And so much more!
Remember: “never pay for an item longer than, which that item may last”
We would love to hear your views based on the concepts covered in this episode.
Do rate, write a review, and share with others.
This episode is proudly sponsored by Old Mutual Wealth.
We are diving into the mail bag for this episode. Email and letters from those who need answers involving navigating personal finances as a Tech Executive.
Amy will answer a variety of questions like how much should one save for retirement and how to minimize tax liability while maximizing income and benefits. And she’ll discuss in some detail the importance of planning for retirement early on in your career.
Contact Amy and her team at 503-610-6510. Or at Thimbleberry Financial HERE.
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.
Our moneyverse is shaping up really nicely so in episode 8 of Season 2, Arthi and Malika provide details of the technical aspects of investments to ensure that your moneyverse grows to counteract the negative impact of taxes.
To get you into the correct mindset, Arthi imparts some practical ways to take your mind off the stressful elements around your finances that will help lift your mood and position you away from the comfort and fear zones, towards the learning and growth mindset and zones.
Malika channels thinking towards selecting the correct investment vehicle for one's investments and assets, with Arthi and Malika providing high level understanding of the popular choices, being a retirement annuity, a unit trust, tax free investments and linked wrapped vehicles.
In the episode Arthi and Malika further discuss:
It is important to still obtain professional advice from a financial advisor when it comes to financial growth and development.
Remember: “the outcome of this game around your money it's still in your hands”
We would love to hear your views based on the concepts covered in this episode.
Do rate, write a review, and share with others.
This episode is proudly sponsored by Old Mutual Wealth.
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