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Richer Soul, Living A Life on Purpose!

Life beyond money! You got rich, now what? Welcome to Richer Soul. Your journey to a more purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. Bringing balance to Health, Wealth, Time, Relationships, and Spirituality.
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All Episodes
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Now displaying: November, 2019
Nov 26, 2019
Tom and Ariana have intentionally designed their life and business around their desires. They share the blueprint for how you can design your life.
 
Take away: Be intentional and know where you are going.
 
Action step: Take the time to decide what you want your future life to look like. 
 
Money Learnings: Ariana didn't learn a lot about money growing up. She had everything she wanted growing up. They are being more active with their kids and money.
 
Bio: Tom & Ariana Sylvester are founders of Lifestyle Builders™, a coaching and training company that helps entrepreneurs build their businesses to create more impact with their customers and more freedom in their lives.
 
As partners in both life and business, they know what it takes to not only succeed as life partners, but also as business partners.  After nearly 20 years together, they have refined their systems to allow them to not only succeed in business, but also in life.
In Lifestyle Builders, Tom & Ariana break down the roadmap that they use and teach to their thousands of students for how to get clear on what you want out of life and build the right business that will allow you to live that life.
 
Highlights from this episode: episode page
 
  • How Ariana and Tom had money conversations early on in the relationship.
  • Tom's goal to retire by 35.
  • The life planning process.
  • How to take a step today.
  • Be intentional with your decisions. 
  • The book Lifestyle Builders, Build Your Business, Quit Your Job and Live Your Ideal Lifestyle
  • Should you start a business?
  • Plan with purpose.
  • Why Tom won't retire.
  • Your Life, Your Business, Your Way.
  • The morning routine.
  • The principles for success.
  • How to make the shift to your own business. 
  • How to reduce the financial risk.
  • The Profit First System.
  • How much is enough?
  • Know your why!
 
 
Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!
 
Thanks for listening!
 
Show Sponsor: http://profitcomesfirst.com/
 
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
 
If you like the show please leave a review on iTunes: http://bit.do/richersoul
 
https://www.facebook.com/richersoul
 
http://richersoul.com/
 
rocky@richersoul.com
Nov 19, 2019
Danielle covers all the different types of health insurance and the choices we can make. We cover the positives and negatives of the various medicare plans along with the costs.
 
Take away: Understand the various choices and costs of health insurance.
 
Action step: Take the time to review your insurance coverage.
 
Money Learnings: Danielle learned to sell earthworms at the age of 4. Her dad was an entrepreneur and so she was always trying new businesses. After her parents divorced her mom explained how money works.
 
Bio: Danielle Kunkle Roberts is a founding partner and senior executive at Boomer Benefits, a national agency specializing in Medicare-related insurance products since 2005. Serving thousands of Medigap policyholders in 48 states, Boomer Benefits helps baby boomers how to navigate Medicare. She is a nationally-recognized expert in the Medicare-sector of the health insurance industry and a member of the Forbes Finance Council, where she writes about Medicare and the costs of healthcare in retirement.
 
Highlights from this episode: Episode Page
 
  • Side hustles.
  • Danielle's early career work.
  • The hustle required to bootstrap a business.
  • The power of joining an association. 
  • Picking the right business partner. 
  • Changing the way insurance is sold. 
  • Listener question.
  • Health sharing ministries. 
  • Catastrophic insurance plans.
  • High deductible plans.
  • HSA plans.
  • How to plan for early retirement costs.
  • Medicare isn't free. 
  • The different decisions in medicare insurance choices. 
  • The annual election period and review process.
 
Facebook: https://www.facebook.com/BoomerBenefits
boomerbenefits.com
daniellekroberts.com
Twitter: https://twitter.com/BoomerBenefits  (@BoomerBenefits)

 

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!
 
Thanks for listening!
 
Show Sponsor: http://profitcomesfirst.com/
 
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
 
If you like the show please leave a review on iTunes: http://bit.do/richersoul
 
https://www.facebook.com/richersoul
 
http://richersoul.com/
 
rocky@richersoul.com
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Nov 12, 2019
Choose FI Your Blueprint to Financial Independence 
 
Chris shares his journey to financial independence and how you can create your own path to the life you choose. It's about creating time freedom to live life on your terms. 
 
 
Take away: Figure out what you want from life and create a financial plan to achieve it.
 
Action step: Do a 80/20 analysis - to figure out the 1 or 2 things that would provide you the biggest impact.
 
Money Learnings: School didn't teach Chris about money. He learned watching his dad start his business in photography. His mother taught him to be frugal. He also learned to stay away from debt.
 
Bio: Chris Mamula used principles of traditional retirement planning, combined with creative lifestyle design, to retire from a career as a physical therapist at age 41. After poor experiences with the financial industry early in his professional life, he educated himself on investing and tax planning. Now he draws on his experience to write about wealth building, DIY investing, financial planning, early retirement, and lifestyle design at Can I Retire Yet? Chris' writing has been featured in MarketWatch, Doughroller, Business Insider and RockStar Finance. He is also the primary author of the book Choose FI: Your Blueprint to Financial Independence. You can reach him at chris@caniretireyet.com
Highlights from this episode:
 
  • Focus your spending on what you love.
  • Chris's experience of watching his dad start and run his business.
  • The experience of early "retirement".
  • The power of owning your time.
  • Money does not equal happiness. 
  • Being a "dirtbag".
  • Some of the early investing mistakes.
  • The book: Choose FI Your Blueprint to Financial Independence.
  • Figuring out your path and enjoying the journey.
  • Changing the bubble you normally live in and getting out of your comfort zone.
  • Getting dads to be more involved in kid's lives. 
  • Creating space to be able to figure out what you want in life. 
 
Twitter: @caniretire_yet
 
 
Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!
 
Thanks for listening!
 
Show Sponsor: http://profitcomesfirst.com/
 
Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
 
If you like the show please leave a review on iTunes: http://bit.do/richersoul
 
https://www.facebook.com/richersoul
http://richersoul.com/
 
rocky@richersoul.com
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Nov 5, 2019
Jay Jayamohan shares his startup journey and what he has learned along the way. While everyone talks about getting investors and using other people's money Jay shares the downside of doing that. We also talk about alternative ways to raise funding. 
 
Take away: Accepting venture capital money in business comes with a lot of strings that you may not like.
 
Action step: Describe something without using the word it is.
 
Money Learnings: Jay grew up happy. It didn't matter how much money they had or didn't have. Money doesn't equal happiness.
 
Bio:  Jay Jayamohan is a leading expert in disruptive innovation, design thinking, and strategic management. He has worked extensively with Fortune 500 and Global 1000 companies, the U.S. government, startups, venture capitalists and foundations.
 
As Executive Director of the Center for Innovation & Entrepreneurship at Harrisburg University, he is responsible for creating a multi-pronged but interconnected hub that aligns entrepreneurial activities across campus and across disciplines. He leads the effort that strategically positions HU to have a greater impact – socially and commercially – by having innovative thinkers and entrepreneurs from and around Harrisburg coming together with students and faculty to collaborate on ideas and solve problems.
 
He is the founder of RollStream, a product company and as CEO grew the company from concept to over 100 people globally, raised tens of millions in venture capital and won numerous accolades including ‘top 100 supply and demand chain vendors in 2008’. RollStream under Jay’s leadership innovated to define a new space and acquire Fortune 500 customers like Walgreens, Tesco, McKesson and Tyco within the first year of product release. The company was acquired in 2011 by GXS, now OpenText. Jay has broad industry knowledge in Software, Financial, & Manufacturing and international experience in Asia, Europe and Middle East.
 
Previously Jay was a Practice Leader at PricewaterhouseCoopers. Also as Managing Director of Synteras, a Professional Services firm, led from startup to over $25 M in revenue with consistent 20% net income. The company was selected as a Washington Technology Fast 50 firm in 2012. He has been profiled multiple times in local press including Washington Post, Business Journal etc. and is a speaker at local business events.
 
Jay Holds an M.S in Management from George Mason University and Bachelors in Mechanical Engineering.
 
Highlights from this episode: Episode Page
 
  • How life is different in India.
  • Creating a safe zone for your kids.
  • Working at PWC.
  • Consultants don't have the answers.
  • Figuring out your money run rate and how long you can survive.
  • Other people's money and how you lose control.
  • The right time and rate for spending money.
  • Hacker, Hustler, Hipster
  • Start with the end in mind.
  • The pressure of 20x returns.
  • The customer can be a great investor in your company.
  • Changing the way you think.
CIE@harrisburgu.edu
 
Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!
 
Thanks for listening!
 
 
 
If you like the show please leave a review on iTunes: http://bit.do/richersoul
 
 
 
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
 
 
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