Do you worry about money? Do you worry about running out of money? do you feel overwhelmed researching money articles online? Let me help. I have more than a decade of experience advising millionaires, multi-millionaires, as well as individuals seeking better returns than you get from a checking or savings account. You'll hear real stories about real advice being delivered to real people. Just like you.
The Art of Financial Goal-Setting for Life-Changing Wealth
Embark on a transformative journey and unlock the secrets to successful financial planning. Our latest episode is a treasure trove for anyone seeking to chart a course towards their financial dreams. We delve into the art of goal-setting, where I share invaluable insights into distinguishing your needs from wants and wishes, laying down a solid blueprint for your money management. Together, we'll scrutinize your spending through the revealing lens of your checking account and tax returns, providing you with the tools to steer your cash flows in the right direction.
But we don't stop at day-to-day finances. The episode takes a deeper look at the complexities of funding your retirement—a time when borrowing isn't an option. Learn how to cultivate a nest egg with personal savings, astute investments, and guaranteed income that can weather the test of time and the uncertainties of longevity. Remember, the glide path to a comfortable retirement or any financial peak you aim to reach doesn't have to be navigated alone. I'm here to offer personalized guidance, accessible through my website or a simple email, ready to help you soar to your financial goals.
30 Oct 2023
Exploring the Intersection of Health and Wealth with Fitness Entrepreneur Mark McCain
What if the secret to financial prosperity lies within your fitness routine? Join us in an enlightening conversation with Mark McCain, a gym owner with a unique perspective on how health intersects with wealth. Mark, who left the corporate world to carve out his path in the fitness industry, recently celebrated the 10-year anniversary of his CrossFit gym in Northern Kentucky. He shares his journey with us, emphasizing the importance of a personalized approach and how it has shaped his understanding of fitness and financial success.
As a fitness entrepreneur, Mark has observed a fascinating correlation between income and health. Drawing upon insights from the personal training market, he unravels the connection between discipline, habits, wealth, and well-being. This episode invites you to look at renowned athlete Tom Brady's self-care habits and early morning routines of successful CEOs for inspiration. Mark also discusses the importance of community in fitness and the immeasurable benefits of investing in personal health.
In a final, powerful segment, Mark draws parallels between the steps to fitness and investing. He walks us through the fear and apprehension that often plague beginners, whether it's lifting weights or buying shares. He explains what one can expect in their initial visit to his gym, including the 15-minute "no sweat intro" and the availability of nutrition counseling. Whether you're a fitness enthusiast, a financial whiz, or just someone seeking a healthier lifestyle, this episode will inspire you to see the connection between physical fitness and financial well-being in a whole new light. Join us, and let's get stronger together – physically and financially!
9 Oct 2023
Redefining HR Practices for Business Success with Tom Applegarth
What if I told you that the secret to your business's success lies in the heart of your HR practices? Get ready to redefine your understanding of HR's role as we venture into an insightful conversation with Tom Applegarth, an experienced HR professional at Preferred CFO. He unravels the intricacies of HR for entrepreneurs, including vital aspects such as recruiting, employee retention, and succession planning, crucial for business success. We also shine a spotlight on the services Preferred CFO offers, a lifeline for companies that may not be ready to hire a full-time CFO or HR person.
We delve deep into the realm of effective recruiting and employee retention. We discuss the profound effects of competitive wages, proactive talent search, and the role of great managers on employee satisfaction. Tom takes us on a journey through the elements of a well-constructed work environment that not only inspires employees but makes the workspace a joyous place. We wrap up this section with the significance of succession planning, the cost of turnover, and the absolute need for competitive wages and the right talent.
As we move along, our conversation takes a fascinating turn towards career advice, employee benefits, and considerations when returning to the office post-pandemic. Emphasizing the power of networking and proactive job application, we delve into the advantages of recruiting even when there's no immediate job opening. The discussion culminates with an in-depth exploration of the importance of having a succession plan and insightful strategies to manage HR challenges. So get ready to redefine your HR practices with Tom Applegarth and embark on a journey towards business success.
30 Aug 2023
Episode 1
What do financial advisors do? It's one of the most common questions I receive when people ask me about work. In this episode and future episodes, discover how impactful an advisor can be for your finances while also learning how other business people in the industry are impacted by money and wealth!
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