Wealthy Mind

Bret Wickstrom is a trusted bookkeeper in the Denver business community. Most of us don't fully understand the role and function of a bookkeeper. After today, I am certain that will change. I learned so much about the differences between a bookkeeper and CPA in my conversation with Bret. For those of us who want to grow our business to the next level, Bret might be the next step. He can take over simple to complex financial tasks, ...

Kipley Quinn is a non-boring insurance agent and creative owner of a Farmers Agency in Colorado.  If you are tired of being treated like just a number, I get it. Kip is certainly not that guy. Out of all the agents I have met in Denver, I feel safe with Kip. I know he will do everything in his power to make sure my insurance is right for me. I do business with people I trust. Kip, thank you for being a business owner I can trust.

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Nick Rizzi is known as “The Happy Realtor.” He is a Certified Dale Carnegie Sales Negotiator and an award-winning top 10% Denver agent. Nick is recognized for his ability to craft creative solutions for difficult situations, ensuring every transaction is smooth, successful, and happy. He founded Happy Homes after the 2020 pandemic with the goal of delivering a five-star experience built on trust, communication, and a client-first a...

Charlie Stivers is the innovator behind GOO$E Magazine, a crypto based publication. Charlie focuses on helping people invest in crypto currency safely and confidently. Today's episode is for all the sceptics. In Charlie's words, "Crypto is here to stay." That means it's time for us to accept that crypto is a part of your lives. Charlie gives us the education we need to start breaking down our fears around crypto. Thank you Charlie ...

Welcome back, Kirstin, for round two! Kirstin Carey is a Sales Coach and Fractional CSO who brings a fresh flavor to the sales process. Today we talked about Intentional Pivoting vs Forced Pivoting. A lot of us are experiencing forced pivots this year. They encourage us to look at everything through a different perspective. Are we on the right track? Am I in the right business? Am I reaching for the right clients? Am I having the r...

John McGehee is the owner and CEO of MDA Taxes. They are so much more than just a tax season service. With decades of experience MDA provides additional in-house services, making them a one stop shop for all your financial needs. At MDA they love working with businesses and higher net worth clients. They will help you see the forest through the trees and take the guesswork out of your money. Tune in to see why you should give John ...

Megan De La Rosa owns Centennial City Lifestyle Magazine. She is a fun and spicy lady who loves to connect people and create community. Her magazine publication reaches the affluent areas of Centennial Colorado. In today's episode Megan talks about the direct and indirect ROI of marketing. With a little bit of luck and a lot of planning your marketing efforts could provide the best of both. I think it's cool that Me...

Cynthia Daughtrey is an Estate Planning Attorney. In today's episode she debunks the myths about estate planning. #1 myth is that estate planning is for the wealthy. Take it from an attorney who knows her stuff. You can plan for the future of your business. You can leave a legacy. For those who are solo in this life you can make a lasting impact. Cynthia helps us take the guess work out of it. She even helps us take...

Mo Kayeni is the proud owner of Elevated Auto Hail Repair who raises the bar for business owners everywhere. At Elevated they specialize in Paintless Dent Repair. I'm a believer after my experience with my car Goldie. They repaired the ding and made her look like new again. In today's episode, Mo covers protecting your car as one of your main assests and the common objections when looking at getting your hail damage...

Tim "Jai" Baker is a Wealth Manager and owner of Luminous Wealth. Jai presents a radical shift in who we view wealth. How well are all areas of your life harmonizing with each other? Is quality of life important as you grow your financial wealth? Are you done with stressful money? In today's episode Jai answers a very important question. How do we have stress free wealth? Tune in for some mind-blowing answers!

https://www.luminousw...

Carolyn Strauss is an International Speaker and Teams Consultant. Today we had fun talking about how to make money as a speaker. For all of our listeners who endeavor to become a paid speaker, listen up. Carolyn dropped a powerful list throughout the interview. My favorite was, "If it's about you, you will fail." Ego driven speakers don't make it far on the National and International circuits. The most lucrative nugget Carolyn shar...

Wendy Watson is a woman on a mission. As a Love and Relationship Ambassador Wendy finds fulfilment in helping others step up and love themselves. One of her favourite forms of self-love is boundaries. When we prioritize our time, our inner health, and our fulfilment, boundaries are the first step. With the right boundaries chaos is fighting a losing battle. For those who want success, money, and fulfilment together this episode is ...

Kirstin Carey is an insightful fractional CSO and sales coach. I absolutely loved our conversation today—it's what every business owner and CEO needs to hear, especially if you're scaling through sales. Kirstin and I dive into the layers of sales and how culture affects everything. Knowing your 'why' makes it much easier to make clear and effective decisions for you and your business. The 'does it align with my why?' approach creat...

Misty and Henry Sobanet is the Treasurer, former CFO of Colorado State University, and newly minted Executive Coach Henry Sobanet is the Treasurer, former CFO of Colorado State University, and newly minted Executive Coach. This guy knows finances and has a personality to match his intellect. I hope you like his humor as much as I do. I am honored to know Henry and work beside him as a fellow advisor and coach. I respect the work he...

In this episode, I sit down with Boris Katsnelson, an M&A Adviser at Black Iron Advisers. With a rich history of owning a franchise and serving as a CEO, Boris focuses on franchise sellers but is versatile enough to work with any good fit. His transparency and straightforward approach are refreshing in the M&A world. No sleezy tactics here—just genuine care and expertise. The good faith model at Black Iron, where advisers g...

Cindy Rayfield is a franchise broker who is passionate about bringing a person's entrepreneurial dreams to reality. If you desire to own a business but don't have an idea, becoming a franchise owner is a great place to start. There are some great franchise options available that are not common or obvious. Cindy loves talking about "Dirty Businesses." They are not glamorous, but they can bring in a healthy profit. Cindy will help yo...

Emaun Aghajani found his passion in the wild world of Day Trading. Something I knew nothing about until today. Emaun patiently answered my questions. I asked him to answer them as if I were a five-year-old. Emaun did a great job explaining the Basics of Day Trading. He did so well I asked him to turn it into a course for those of us who are curious about learning more. Today I learned there is an app and lots of YouTubers to help n...

Back for another conversation, Bill Aubin knows how to set himself apart as a commercial lender. Bill is a true industry leader who goes above and beyond to ensure his clients have a good experience with the best outcomes possible. If you are looking for a business or commercial loan, listen to the stories Bill shares today. You might see yourself in one of them. If you do, please reach out to Bill with Optive Commercial Capital.

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Marla DiCarlo is the proud owner of Biz Navigators. Her company handles exits for the lower end of the market ranging from 1-10 Million. As a business broker she is raising the bar in her industry and setting a new standard. The business broker space can be very transactional. That method is not always best for the business owner who is looking to exit well. Finding the right buyer is key to exiting well and being proud of your dec...