Personal Financial Strategy the podcast

• Eric grew up in a single household – at times with mother and at times with father, quite a poor background.
• I ended up going to a seminary, became a pastor, planted a church, but took a break to give full attention to entrepreneurship.
• I learned financial management, but not financial strategies.
• I’ve had a window washing company, a pressure washing company, wedding venue business, among others.
• I started searching the market ...

Adam Carroll – Host of build a bigger life podcast; curator of master of money.com and founder of the shred method:

• Personal Background – pathway leading to him doing what he does
  • His family appeared affluent or middle class, but money wasn’t really there.
  • His family was loving and considerate.
  • I used to use m...

Beth is the founder and CEO of the At The Core program for launching High School students into College and helping them prepare for the coming life transition.

Determining career aspirations, what courses of study will best support a given career:

• The cost of college: this could be made a broader conversation within the family, for example, discussions on the broader “cost”  incurred by family. Such an approach can greatly prep...

We come alongside families with students who are speeding toward a transition to college and career.

Personal Career Path:

• Beth was in a sales and marketing career, selling tech products when she stumbled on students preparing to transition to high school, interviewing them as possible sales assistants, and realized they had no framework to make solid decisions about their life or career; this was the light bulb in her head mom...

Find the right partner, the right fit, by considering:

• Capacity to provide the services the client needs
• Relationships – are you comfortable with each other?
• Economic fit – does the client understand the cost benefit?

What belief(s) do you hold? Resources are there to give you what you always want to be, to help you create capacity to enable you to do what you are supposed to do.

• So we want to know your dreams, your p...

Maxwell Nee, the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine and whisky alternative investments.

Here are the top tips from Maxwell.

• Take advantage of alternative investments; for instance, wine and whiskey. Consider 28% of high-net-worth individuals have a connection with wine. They either collect wi...

Today’s guest is Jason Hamilton who is a fee-only registered investment advisor with over $40 million in AUM. The Keep It Simple Wealth Academy is a program helping 1st generation wealth builders transform their relationship with money and become robust wealth managers. Jason also heads up Family Financial Coaching at his family's nonprofit IDEAL, a community development corporation located in East Los Angeles.

Here are a few of Ja...

"Get in the Real Estate Game" with Pam Hill

Today’s guest is Pam Hill. She is a Harvard and Dartmouth-educated entrepreneur and CEO of a multi-million dollar real estate company, a business and money expert, a podcaster and a blogger, a former Fortune-500 executive, and the founder of My Smart Cousin.

Here are the top tips from Pam.

• “My Smart Cousin” is a real estate company that was born from the desire to treat clients like f...

Managing Life's Risks with Logan Wease

Our guest today is Logan Wease, the founder of an online insurance company called “We Insure Things.” He speaks to us today about the importance of the right insurance plan at the right time.

There are two categories of insurance that Logan discusses in this episode, and we dive into both.

• The first category of insurance includes types that most people know ab...

"The Power of Self-Directed Retirement Accounts" with Daniel Blue

Our guest today is Daniel Blue, a Forbes contributor, a best-selling author, and owner of a 7-figure business called Quest Education. His company focuses on helping people learn how to make money tax-free, pay off debt, and get capital to grow their businesses.

Show Highlights:

“The way you think about money determines how you behave and your behavior shapes who you are and how you interact.” — Florian Fritz

Florian is the founder of the Money Hero Academy, where he teaches how to create financial freedom by  improving:

• your money mindset
• money management skills 
• money making skills

“Traditional financial advisors counsel us to plow our money into traditional investments, mutual funds, bonds, insurance, stocks, etc. I no longer take that position” — Chris Miles

Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples ...

“We're using innovative ways to do things that are cheaper than the traditional way that people may not have thought of.” — Gordon Stein

In today’s episode, we are joined by Gordon Stein. Gordon is a personal finance author, keynote speaker, and blogger at cashflowcookbook.com. Gordon, in his book, spells out certain recipes that can lead anyone to a bright financial future. Also in the book, Gordon ha...

“All traders and all investors are looking to improve themselves financially, to level up in their mindset, so that we can bring on more money and make it stick because that's the overall aim.” — Louise Bedford

In today’s episode, we welcome Louise Bedford. She is the founder of tradinggame.com, a trading company in Australia. She is a best-selling author with five books to her name, all topics on the ...

“When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.”  — Jon Ostenson

Jon is CEO of Franbridge Consulting and Capital, a company devoted to serving franchise opportunities, then aligning investors with top-performing opportunities leading some of those investors to be actual operators.

In this episode, Jon...

“We want to make sure that investing is more approachable and accessible for anyone with the same goal; building wealth for the future.” — Axel Thibon

 In today’s episode, we welcome Axel Thibon to the podcast. Axel has founded a company called Wizest, a platform aimed at making investing accessible, transparent, engaging, and easy.

Axel received his MBA at MIT in Boston. And afterwards went into banki...

“The best part of teaching kids about finances has been the conversations I’ve had with them about their financial decisions.” — Chuck Jaffe

 In today’s episode, we welcome Chuck Jaffe to the podcast. Chuck is the author of three books titled ‘Getting Started in Finding a Financial Advisor’, ‘The Right Way to Hire Financial Help’ and ‘Chuck Jaffe’s Lifetime Guide to Mutual Funds.’ His two books on work...

“When it comes to investing in real estate, it's not just about buying properties, but also having proper business structures.” - Joseph Griffin

In today’s episode, we welcome Joseph Griffin to the podcast. Joseph is the author of Tax Deed Investing and the owner of a business called Tax Deed Wolf Academy. Joseph teaches how to invest in real estate to generate consistent income with minimal risk.

Jose...

“The first step to properly setup a business is ensuring that you are legally compliant in your state, and then also finding a CPA that you can trust to ask about taxes.” - Nissa Savage

In today’s episode, we welcome Nissa Savage to the podcast. Nissa is a CPA Mom's franchise owner, and an accountant serving law firms and business owners remotely from Alaska.

Nissa talks to us about her business, the C...