Sharing over 40 years of experience to help you with financial planning, investment planning, tax planning, estate planning, legacy planning, retirement planning and much more.
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Are you super busy with your career, kids, and life? Discover ways to get organized and enjoy a wonderful life! We cover smart strategies for personal finance, investing, and how to enjoy your time and money. Breakthrough the complicated financial landscape with easy-to-understand information that you can actually follow. I discuss how to become wealthy: tips and habits to change in your life to achieve financial freedom. I dive into topics such as savings, investing, education planning, ins ...
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Real estate financial planner Cynthia Meyer welcomes fascinating guests who share real-life stories of how they are realizing their financial potential.
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Learn how to make the most of your life planning strategies with The Life Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the “Average Joe” to take home and put to use.
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Business Development Series: Life Planning | Role as Business Owner | Growth | Profit | Value
Sarah Power and Chris Reed: Directors, Business Concepts Group
The Business Development Series is hosted by BCG’s Chris Reed and Sarah Power. The ten-part podcast series is for business owners who are looking to review their business for improved outcomes, increased profits, and enhanced value.
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Join Vision for Equality as we chat with individuals with disabilities and their families as they navigate the system and live a Life without Limits.
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REDEEM Her Time | Time Management Tips, Scaling your Business to 6 Figures, Work-Life Balance, Productivity Planning, Time Blocking, Midlife Women Over 40
Lissa Figgins, Christian Time Management Coach, Priorities Protector, Recovering Should-Do List Girl
Welcome to the Go-to Podcast for Christian Midlife Women Entrepreneurs & Solopreneurs who are ready to go from Random BUSYNESS to Faithful FRUITFULNESS. Here you'll find Time Management Tips using Time Blocking and Productivity Planning to create success in your business along with work-life balance so you can be more present in this season… and in light of eternity! You're juggling A LOT as an Over 40 Woman in Midlife- from supporting launching kids to aging parents to everything in between ...
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Your Money & Your Story will cover investments and financial planning topics. Russ Story, President, and CEO of Story Wealth Management Group will take you on a Financial Odessey each week and give you the secrets of Wall Street. As a Financial Advisor with 27 years of experience, Russ has much information and insite to share...we have more fun than an investment podcast should... enjoy. Russ Story, Financial Advisor, RFC, CWS, https://www.storywealth.com/Story Wealth Management Group is an ...
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Life Beyond Clinical Practice - Healthcare Careers, Professional Growth, Career Planning, Career Pivot, Healthcare Leadership
Dr Diane | Clarity Coach and Career Pivot Strategist for Health Professionals
**A Top 2% Globally Ranked podcast for health professionals wanting to pivot their careers** Have you been thinking about pivoting your career but simply don’t know where to start? Are you wondering what other professional opportunities may be out there for you, but lack the clarity and confidence needed to pursue an alternate career path? This lack of clarity may be keeping you stuck in a role that no longer serves you, and which possibly is limiting your growth potential. So if you wish yo ...
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Intentional Mom life with Jesus: Scheduling, Planning, Productivity, Mindset, Selfcare, Time Management
Sasha Star Robertson - Child of God, Wife, Mom, Intentionality Coach, Productivity Coach, Biblical Mindset Coach, Planner Creator, Coach for Moms, Speaker
Do you struggle to manage your time? Are you tired of feeling overwhelmed or mom guilt because everything on your never-ending todo list feels important? Is it a constant struggle to connect with God in your busy life as a stay at home/work from home mom? Do you wish you could find a balance and flow in your mom life? Well momma, I’m glad you’re here! This podcast is here to help you connect with God so that you can balance your life and schedule, get organized, and be that living example as ...
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Stress Less in Mom Life & Business | Faith | Journaling | Planning | Prioritizing | Habits | Wellness | Schedule
Sara Jimenez | Soloprenuer | Speaker | Coach | Multi-passionate Mom
Hey Girl Hey! Are you ready to Overcome that daily Overwhelm and anxiety?! Are you excited to create and achieve new goals without the stress? How about finding the harmony not only in Mom life but in your business?! Well you’re in the right place! Welcome to Stress Less in MomLife & Business! I’m Sara! Jesus loving wife, multi passionate boy mom, Speaker and Coach! I remember that anxious feeling of ”Hot mess mom life” and at some point had accepted that I was just going to fly by the seat ...
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289 | Unlock Consistent 5K Months: 3 Keys on the Pathway to 5K, feat Theresa Taylor
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Hey CEO- Welcome to the first episode of a NEW YEAR…I cannot wait for you to grow as a CEO here on the REDEEM Her Time Podcast in 2025! One of the goals many business owners set starting out is to hit 5K months…but I don’t know about you,once I hit a new threshold in my biz revenue, I don’t want it to be a one-time thing, I want it to be consistent…
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If You Only Knew...(Rebroadcast)
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As our wisdom grows so does our passionate desire to impart this wisdom on our loved ones. After all, I think most of our wisdom was gained by some hard knocks with good stories behind them. If we are sitting here one year from today, reflecting on the last twelve months, what did you do different over that time period? What were the outcomes? Can …
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74 | Why talking through your career struggles and having objective input matters [On Air Coaching]
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Too many professionals facing career pivot hurdles think they can go it alone - and while you probably can, having an objective person ask strategic questions, listen to your responses and help you identify any potential roadblocks or find the best way forward is priceless! In this live coaching session, I chat to a mid-career health professional w…
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Traditional or Roth: Choose the Right 401(k)
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Open enrollment season often raises the critical question of whether to choose pre-tax (traditional) or Roth contributions for your 401(k). In this week’s episode, Matt Robison and certified financial planner Mike Morton break down this common dilemma, offering simple rules of thumb to help you make the right choice in minutes. They’ll explain the …
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288 | END-of-YEAR SELAH. CEO’s Don’t Wait till Jan 1st to Pause + Ponder + Praise
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Hey CEO- It’s one of my fav weeks of the year- the one between Christmas and New Years, when the busy holiday season and all it’s to-do’s are crossed off…but the regular rhythms and routines of everyday life haven’t started up yet for a new season. Talk about a perfect time for an END-of-YEAR SELAH. What’s SELAH you ask? It’s a directive we find st…
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287 | DON’T Launch your Book…Launch YOU, feat Sherry Ward
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Hey CEO- You know how they say everyone has at least 1 BOOK in you? Yeah I didn’t believe it either…until I met Sherry who shifted my perspective. I always say, if God called you to your business (or ministry) you SHOULD be talking about it…AND WRITING about it! Cuz your SPOKEN WORDS can talk about your God-given mission + message…but so can your W…
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286 | WALKING WITH-GOD: CEOs Don’t Wait till Jan 1st to Put Faith at the Center
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Ho, Ho, Ho CEO- It’s almost CHRISTMAS, the time of year when we celebrate Emmanuel, God WITH-Us…but I have a question… Are YOU living like that’s true EVERY DAY of the year (aka all the time)? It’s been really transforming to be in Revelation in my Bible reading plan during ADVENT…because Jesus came to earth as Emmanuel God WITH us, for the very pu…
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Tis the Season to be grateful for all of the wonderful gifts in our lives! May you reflect on your gifts with gratitude this Christmas, own them and purpose to use them to fulfill the next phase of your professional life and purpose. Merry Christmas to you and Yours, and here's wishing you a blessed 2025!!…
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Will the Stock Market Go Up or Down in 2025?
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Curious about what the stock market will do next? In this episode, Mike Morton and Matt Robison dive into the unpredictable nature of the stock market and why even experts struggle to forecast its future. With Wall Street projecting below-average returns for the next decade due to high valuations, learn why market timing is a risky game and why sta…
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285 | Amplify your Message by Getting Featured in Printed Publications, feat Judith Manigault
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Hey CEO- If you believe God has specifically given you a message + a mission behind your business, you can (and should) be letting your light shine! But the problem is, things can get a little NOISY out there with so many voices wanting to be heard these days...especially on social. That’s why you need an AMPLIFIER. And that’s why I’ve invited Judi…
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If you are successful, there is a good chance you fight every year to lower your taxes. What can you be doing to accomplish this goal, give your favorite cause(s) a little more, and perhaps even keep a little more in your own pocket? Charitable planning is on purpose and by design. It isn’t for everyone, but it is something you should ask about if …
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This Week in the Market - Episode 67 (12/13/24)
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Sam Barker and Aaron Kennedy join us this week to talk a little about inflation, interest rates, and more. You don't want to miss this. Do you have questions or suggestions for future episodes? Feel free to reach out to us at: www.kennedy-financial.com.Angela Robinson által
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284 | UNDER-Goals: CEOs Don’t Wait till Jan 1st to Set Biz Goals
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Hey CEO- Tis the season to set GOALS for the new year for your biz…but I get it, this task might NOT feel very jolly for many business owners, especially if you didn’t hit your goals for this past year. No shame, no stories. It is what it is. And either way, whether you soared past your 2024 targets or fell far short, you SHOULD be setting goals fo…
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Networking is one of THE most underutilized career growth strategies within the health professions, especially if you want to make a pivot. And not just networking for the sake of it, but strategic networking that aligns with the direction in which you want to grow your career. When you understand how to identify and tap into the relationships with…
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2024 Year-End Financial Checklist
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Check out Mike’s Year-End Financial Checklist, a simple tool to help you wrap up 2024 stress-free and set yourself up for a successful 2025. They discuss five key items to tackle: Required Minimum Distributions (RMDs) for retirement accounts, Roth conversions to maximize tax-free growth, strategic charitable giving, Q4 estimated tax payments, and t…
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283 | 3 Steps to Double your Revenue without Doubling your Time, feat Michelle Vroom
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Hey CEO- Do you think that in order to double your income, you need to double your hours? So many business owners still have traces of an employee mindset from when you used to trade time for money and think that’s how things work in entrepreneurship…but it doesn’t...at least not if you’re a savvy + strategic CEO. Cuz CEOs know that it’s not about …
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12 Tax-Smart Charitable Giving Strategies (Rebroadcast)
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Using an efficient, tax-smart approach to maximize the impact of your charitable giving has never been more important. This week we give you 12 ways to increase your giving power while potentially reducing your taxable income this year and beyond.Angela Robinson által
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This is a second episode in 'The Element' series - from the book by Ken Robinson. The lie that health professionals should fit into a singular model in the practice of their profession limits so many in fulfilling their full and true potential - in both their personal and professional lives. Whether within or outside of clinical practice, you can e…
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282 | CEOs Don’t Wait till Jan 1st to Calculate ROI in Business
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Hey CEO- How well did your biz do in 2024? If you’re the CEO of a Fortune 500 company, for sure this is a question you’re asking this time of year in order to calculate + evaluate your ROI in 2024. But what about YOU as the CEO of YOUR Biz? Do you have measurable data to make wise CEO decisions on moving forward… or are you mostly going off how you…
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281 | IT’S TIME to Unmask as a Go-Getter Christian Business Owner, feat. Dr. Jennifer Blossom
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Hey CEO- Are YOU wearing a mask? No, I don’t mean an N-95 mask or a holiday party mask…I mean the kind of mask that is invisible to the outside world but covers up something inside you. (Aka a facade) A few masks you might be wearing include people pleasing, superwoman, or the lone wolf. Ok, now do I have your attention…are you ready to admit you j…
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280 | CEO’s Don’t Wait till Jan 1st to Check your Work-Life Balance
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Hey CEO- Happy December…can you believe we’re already entering the 12th chapter of 2024? If you’re saying to yourself, “Where did the time go?” you are not alone. Cuz time flies when you’re having fun…or maybe it’s more like time flies when you’re flying by the seat of your pants trying to look like you’re having fun while you’re just trying to kee…
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71 | Five Mistakes to avoid if you are unhappy in your healthcare career
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11:05
Too often, when we are unhappy in our jobs, we think that changing jobs will solve the problem. As a result, we spend countless hours scouring job boards for a new opportunity (which depending on your level of success could leave you feeling worse about yourself and your professional value). In today’s episode I will share why that is the number 1 …
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This Thanksgiving, I am so grateful for the over 1500+ podcast downloads from listeners in the USA!! In this episode, I share 3 things I am grateful for and challenge you to do the same. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of our Ca…
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Sam Barker joins Aaron Kennedy this week to talk a little bit about interest rates and some Bitcoin strategies. You don't want to miss this.Angela Robinson által
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279 | IT’S TIME: 3 Simple Steps to Practice Grateful Expectation about Your Life + Biz
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Hey CEO- How GRATEFUL do you feel this year as we head into Thanksgiving week? How EXPECTANT are you about what God will do in the year to come? And more importantly, how are you expressing GRATEFUL EXPECTATION to God + others? I get it…It’s easy to just go through the motions of day-to-day living with all that’s on your plate with juggling life + …
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70 | Stop taking the long road!! Why modelling proven practices will get you further, quicker
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11:53
Too often, when we are unhappy in our jobs, we think that changing jobs will solve the problem. As a result, we spend countless hours scouring job boards for a new opportunity (which depending on your level of success could leave you feeling worse about yourself and your professional value). In today’s episode I will share why that is the number 1 …
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The REDEEM Her Time Planner Experience: The Only BLACK FRIDAY Deal with a GUARANTEED ROI
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Hey CEO- Tempted to put off thinking about your time till after the holidays? I’ve got news for you…NOW is the best time to think about your time. Yes, even with the holidays upon us. Cuz otherwise once they’re over, your calendar is just gonna fill up like it always does and NOTHING is gonna change about your time…am I right? That’s why I’m excite…
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How to Find a Financial Planner Who Understands Real Estate
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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Getting Started with Semi Passive Income through Turo
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In Episode 39, Vekevia Tillman-Jones shares her journey into semi-passive income through Turo, a peer-to-peer car-sharing platform, and how it became a flexible addition to her family's financial strategy. She explains the practical steps, low barriers to entry, and key considerations for anyone looking to start a similar venture while balancing a …
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Long-Term Healthcare Solutions
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Did you know 70% of adults age 65 will need long-term care in their lifetime. 20% will require LTC for more than 5 years. Roger Cantu with OneAmerica join us this week as our special guest to share some shocking statistics about Long-Term Care and offers some creative solutions.Angela Robinson által
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278 | Using Vision Boards to Increase your ROI in both Life + Biz feat. Debbi Sluys
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Hey CEO- Do YOU have a VISION of where you’re going in your Life + Biz? If you’ve been around the REDEEM Her Time Podcast for any length of time, you’ve heard me talk about creating a WITH-God Vision. But with so much on your mind these days and so much flashing across our screens on the daily, what’s a girl to do to keep your vision top-of-mind an…
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This Week in the Market - Episode 66 (11/15/24)
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Sam Barker and Aaron Kennedy join us this week to bring us a post-election podcast. They touch on government spending, regulations, Bitcoin, oil & gas, and more. You don't want to miss this.Angela Robinson által
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277 | IT'S TIME: 3 Time Shifts to Increase your ROI as a Christian Business Owner
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Hey CEO- Wondering why your results in business are lacking, non-existant… or LESS-THAN what you’re praying for? It’s NOT because you need that one more marketing method or sales strategy or social media secret sauce like the gurus want you to believe….it’s because of how you’re approaching your TIME. You see, TIME is a Business Owner’s most valuab…
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69 | Are you leaving money on the table? The cost of not exploring your full career potential as a healthcare professional
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Many clinicians feel frustrated by the artificial ceiling that exists in clinical practice which seems to limit their career potential. Identifying ways to exploit your full potential, either through carving out a specific niche that will allow you to grow and scale your professional impact, or by pivoting your career in a particular direction whic…
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Grandparent 529 Education Savings
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In this episode of Practical Finance for Parents, Mike Morton and Matt Robison explore how grandparents can effectively save for their grandchild’s college education using 529 plans. They break down the best strategies, including whether grandparents should contribute to an existing parent-owned 529 or open their own account. With recent FAFSA chan…
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Fee Model Opportunities for Real Estate Agents with Dave Rowan
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The ReaL Life Planning Podcast is for educational purposes only. None of the information discussed is intended as investment, tax, accounting, or legal advice, nor as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, real property, or other securities or non-securities offering. Real Life Plan…
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The loss of a loved one can be a difficult time for someone. And not knowing the details associated with their loved one’s digital legacy can make an already challenging time potentially more difficult and more expensive. Kate Hufnagel, The Digital Wrangler, joins us this week to share some tips.Angela Robinson által
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276 | More than just a Planner. Why this is the UN-Time Management Tool YOU Need
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Hey CEO- Just one more sleep till you can officially get your hands on the REDEEM Her Time Planner. I don’t know who’s more excited…me or those of you here in the REDEEM Her Time Community…probably both! So before you click add-to-cart this time tomorrow (Nov 12th) I wanted to take a few min to not only share the story behind creating the REDEEM He…
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68 | The meaning of professional success: Why having a vision for your life and a career that's built on purpose, brings fulfillment - Part 2 of Interview with Dr Greg Gilbaugh
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In the second part of my interview with Dr Greg Gilbaugh, he shares his personal insights on work-life integration, having a purpose centred career, and the pursuit of professional fulfillment. Eager for More? Here are some Next STEPS: >>> Join the Wait list for the Pivot with Purpose course https://forms.gle/hk5Euy9neeP8pGRz7 >>> Grab your copy of…
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Is there Cash sitting in your Rollover IRA or Inherited IRA?
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In this episode, Mike Morton and Matt Robison dive into a commonly overlooked step in managing rollover and inherited IRAs: making sure your funds are invested and not just sitting in cash. They share practical tips on how to avoid leaving money idle, like setting a yearly reminder to check your accounts, opting for simple investment choices, and k…
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225: Pushing Through Cultural Christianity and Unlocking Fruitful Living: The Journey to Intentional Abiding
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Join host Sasha Star Robertson on the Intentional Mom Life with Jesus podcast as she shares a heartfelt testimony that inspired the creation of the Abide Journal. Discover how this tool aims to transform daily interactions with God's Word into meaningful experiences that bear spiritual fruit. In this episode, Sasha opens up about her childhood expe…
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275 | Desperate Prayers. How to Make Time for Prayer in a Busy Season feat. Rachel Wojo
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Hey CEO- Do you struggle to find time to PRAY? I know, I know, as Christian women we know that prayer is important to grow in our relationship WITH God…and let’s be honest it’s the key to everything else in life + biz, but often our hectic schedules and demands on our time, we’re tempted to push prayer to the back burner or to check-the-box status …
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The Dirty Dozen of Long-Term Care Stats
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Have you ever thought about what it could mean for your family if you needed care? What decisions would need to be made? Who would make them? How would things look? What impact would this have on your spouse and kids? Let us help you walk through the Quality-of-Life Planning Process™ to develop a true long-term healthcare plan. It is a gift beyond …
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274 | Create More Margin: How to Regularly Push Pause on Busyness in Life
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Hey CEO- Let me ask you an important question…do you have MARGIN built into your life? It’s been said that MARGIN is the space between your load and your limits. Now before you click skip cuz with all that’s on your plate you don’t got time for all you need to do let alone adding in something that feels like a luxury… Let me just say, MARGIN is not…
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67 | What to do with your career as a healthcare professional when you can no longer practice clinically? - Interview with Dr Greg Gilbaugh [Part 1]
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Dr Greg Gilbaugh is an American Dentist who established multiple successful practices. His career as a clinician and successful dentist was upended by a health condition, forcing him to leave clinical practice. In part 1 of my interview with him, he shares his story on how he had to navigate a new professional path, and how he found a way to do so …
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Employee Benefits Can Save You Thousands of Dollars
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Make the most of your employee benefits and unlock “free money” that could add up to thousands yearly! In this episode, we break down essential perks, from maximizing retirement savings with 401(k) matching to the tax advantages of Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). We also explore the value of education and tuiti…
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273 | CEOs Take Time to Know their Numbers (and how it affects their ROI) feat. Erika Millard
34:54
34:54
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34:54
Hey CEO- Be honest…how do you feel about your numbers (as in the numbers in your biz bank account)? Do you feel UN-comfortable and avoid them like the plague… Or do you feel Confident and approach them with intention? Taking time to not only look at, but understand your finances is always time well spent because then you can make what I like to cal…
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Family Support Checklist (Rebroadcast)
22:42
22:42
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22:42
As a life planning firm, it is our mission to help you take the essential steps needed to face each of life’s stages with confidence and clarity. We were asked if we could compile a list of the things that need to be addressed on every level when you find it necessary to assume physical, emotional, and financial responsibility for your parents.…
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224: Motherhood as Kingdom Work: Embracing Your Divine Ministry
20:52
20:52
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20:52
Welcome back to the Intentional Mom Life with Jesus podcast, hosted by Sasha Star Robertson. In this episode, Sasha delves into the profound truth that motherhood is not just a role but a divine ministry and essential kingdom work. She passionately discusses the vital calling of nurturing, protecting, and discipling children as a mother, emphasizin…
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66 | The cost of not listening to your internal messaging system when it comes to career change and professional fulfillment
11:31
11:31
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11:31
Your body speaks to you. Problem is that most of us simply ignore our internal messaging system - or try to drown out the signals that keep trying to flag us down because we just want to get on with doing life. But turning a blind eye to what you are sensing, feeling or even know emphatically, and tuning out of your intuition... eventually comes at…
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