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The Money and Business Hero Podcast is here to provide financial education and money making or wealth building tips for entrepreneurs. To achieve that we will talk about the three pillars of financial success: Money Mindset, Money Management and Money Making talking with experts in business or finance about their stories, experiences and best tips. We will have investment and trading tips for stocks, cryptos, and other assets.We will talk about business success for entrepreneurs by hearing a ...
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Kochie wants to help you fulfil your financial dreams. From managing your debts, to growing your income, to protecting the assets you have financial journalist David Koch will take you through the small measurable steps you need to take to get you on the road to financial success. For more episodes download the free LiSTNR app.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Do you have a big dream, a desire that you’re certain God has placed in your heart? Do You see others who are crushing it in their business and their life, yet nothing seems to be working out for you? Do you have a deep desire for God to use your life and your business to impact the kingdom for his glory, yet you can’t seem to figure out why you keep doing the things you don’t want to do and you don’t do the things you really do want to do? Do You feel like God is nudging you to make a diffe ...
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Here’s the truth: Many owners carry their small business on their back. We grow our business by relying on the only resource that seems to be truly “free” . . . . . . our own time. We give of ourselves. Hour after hour. Day after day. We sacrifice our time to our business. 18-hour days. Weeks without ends. We work for . . . well, essentially, we work for almost nothing. How would it feel to be financially free in your business – to have money set aside to pay your taxes when they are due – t ...
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A place where highly motivated and ambitious individuals come to learn about foundational truths and how to apply practical systems in the areas of mindset mastery, career advancement, physical health, financial peace, emotional intelligence, and relationship success. Cover art photo provided by Robert Wiedemann on Unsplash: https://unsplash.com/@antilumen
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Ashley Quamme is the Founder of Beyond The Plan, a consulting firm based out of Georgia that offers a Fractional Financial Behavioral Officer service, including consulting and training to advisory firms for new or existing clients. What sets Ashley apart is her expertise in psychology and couples therapy, which enables her to assist clients in mana…
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Andrew Leonard is the Managing Partner of Geometric Wealth Advisors, an RIA based out of Washington, D.C. that oversees approximately $750 million in assets under management (AUM) for 200 clients. Andrew's firm stands out for tripling its AUM in four years, achieving this growth by mirroring the management consulting approach of their clientele—foc…
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Hans Blake is the founder of Intelligent Investing, an RIA based out of South Carolina that oversees $50 million in assets under management for 40 households. What’s unique about Hans is how he developed Intelligrations, a financial dashboard software that simplifies clients' financial data into a single-page, comprehensive visual overview of their…
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Michael Collins is the CEO and Founder of WinCap Financial, an RIA based out of Boston that oversees $80 million in assets under management for 70 client households. Since 2021, Michael has distinguished himself by growing his firm by over $10 million in assets under management annually, utilizing leads purchased through SmartAsset and investing $5…
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Meredith Moore is the Founder and CEO of Artisan Financial Strategies, a hybrid advisory firm based out of Georgia that oversees $77 million in assets under management for 120 client households. Despite facing a daunting diagnosis of a 7cm Glioblastoma tumor in her brain in 2005—which led to years of surgeries, radiation, and chemotherapy—Meredith …
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I have been doing this podcast for more than 10 years and it feels like time to find new ways to express myself and connect to people. In this episode I say my goodbyes and tell what’s coming up in the future.Here are the links to the things I mentioned: The Money Workshop on Friday, March 14 and 21 The new newsletter on LinkedInI will let you know…
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Eric Simonson, Founder & CEO of Abundo Wealth, joins the show to share how his 'advice-only' RIA model revolutionized the financial planning landscape. Despite launching just four years ago, Abundo has soared to oversee $600M in assets for 420 client households, with a unique approach generating over 30 new clients monthly. In this episode, Eric sh…
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Rob Schultz is the Senior Partner of NWF Advisory, a hybrid firm based out of Los Angeles, where he oversees nearly $500 million in assets under management for 200 households. Rob has uniquely developed a streamlined meeting process with a standardized agenda that enables him to focus on individual client needs while managing over 20 meetings weekl…
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In this episode, I talk with Leland Gross, the founder of PeaceLink Financial Planning. Moving away from the traditional corporate model, Leland's approach focuses on aligning financial advice with clients' personal values and interests. This unique strategy not only paves the way for financial success but also ensures that self-employed individual…
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When most podcasters talk about money and emotions, they talk about how people feel about their money. My approach is quite different in that I look at the emotions you are acting out through your money. In this episode, I talk about how what you feel when dealing with money is never about money – and what it is about.Highlights: You can use your m…
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Dianne Nolin is the Managing Partner of Argent Bridge Advisors, a hybrid advisory firm based out of Virginia that oversees $500 million in assets under management for 350 households. Dianne uniquely enhanced her firm's marketing and profitability by transforming its loss-leading divorce financial planning service into a profitable revenue stream, r…
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In this episode, we dive into the world of personal finance with Walli Miller, a dynamic financial coach dedicated to empowering high-achieving millennials and Gen Zers towards becoming work-optional. Walli, a first-generation college graduate and self-made millionaire, shares her unique approach to financial coaching, emphasizing the importance of…
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Ben Hockema is the Founder of Illuminate Wealth Management, an RIA based out of Illinois that oversees $100 million in assets under management for 55 households. Ben's unique journey in the advisory world saw him rise from intern to partner over 13 years at a growing firm, only to discover a cultural mismatch. He navigated this challenge by engagin…
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In this episode I talk with Freeman Linde, CFP®, a distinguished Fee-Only Fiduciary Financial Planner and Behavioral Investment Counselor. Freeman, who is also a celebrated podcaster, author, and speaker, brings his passion for financial optimization to the forefront, discussing how to maximize your money's potential by making informed decisions an…
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Small business owners and many practitioners have trouble talking about money. Yet, if you want to be comfortable financially, then you have to learn how to talk about money with potential clients, vendors, and financial practitioners.Highlights Sex and money are the two hardest things to talk about. A lot of people would rather talk about sex than…
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Melody Townsend is the President of Townsend Financial Planning, an RIA based out of Kentucky that oversees $112 million in assets under management for 160 client households. Embracing a transformative business model, Melody's strategy centered around providing a comprehensive suite of services, blending financial planning with investment managemen…
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In this episode, I talk with George Siderias, whose battle with cancer at 24 led him to a successful career in financial planning and coaching. George shares his remarkable journey of resilience and how he turned life's challenges into a thriving business. He dives into the importance of Family, Fitness, and Finances (F3) and how these elements int…
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Because of everything that’s going on in the world right now, many people are experiencing stress and its side effects on the body and mind. In this episode, I discuss the causes of toxic stress and offer a few suggestions for dealing with it.Highlights Toxic stress often starts early in childhood and continues throughout life. This can lead to man…
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David Savir is the Co-Founder and CEO of Element Pointe Family Office, a fee-only RIA based out of Miami that oversees almost $1.6 billion in assets under management for 50 client households. David's unique approach at Element Pointe, developed over eight years and catering to high- and ultra-high-net-worth clients, involves an Equity Appreciation …
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In this inspiring episode, we dive deep with Jeanne Omlor, a certified business strategist and the visionary behind Business Success Accelerator. Jeanne's journey is nothing short of remarkable, transitioning from the world of fashion design and acting to becoming a powerhouse online business coach. Known for her dynamic approach as a motivator, en…
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The most difficult challenge for any business owner is resource allocation. Resources can take MANY forms (your time, other peoples' time, cash) but no matter HOW MANY resources you have, we all get the same 24 hours each day. People often ask me how I get so much done with my 24 hours, so I thought I'd share a few tricks that I've learned over the…
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I have known therapist Doug Foresta for a long time and we have been talking about how many therapists have money issues. In this episode we talk about that and an event we're planning to help people in the helper professions.Because we had such a rich conversation, I’m going to include most of the called transcript under the Highlights.Highlights …
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Tim Goodwin is the founder of Goodwin Investment Advisory, an RIA based out of Georgia that oversees $275 million in assets under management for 370 client households. Tim's distinct approach involves a strong focus on search engine optimization, especially Google Reviews, alongside paid search ads to attract individuals actively seeking a "financi…
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Jen Paterson is the founder of Dollar Divas, a money coaching company that supports female entrepreneurs who need financial assistance with their businesses. With more than 12 years of experience, Jen has mastered the psychology of money, the step-by-step process of growing a business, and the art of creating financial stability. In this Interview …
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Michelle Ogden is the founder of Ogden Wealth, an RIA based out of Florida that oversees $50 million in assets under management for 120 households. Unique in her approach, Michelle chose a cautious and deliberate path for her business growth, avoiding rapid expansion and minimal staff reliance for over a decade. This strategy, however, led to a piv…
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