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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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Now displaying: December, 2019
Dec 31, 2019
Celebrating 3 Years of the Richer Soul Podcast with Andy Wang
 
My friend Andrew Wang joins to interview me for the three year anniversary of the Richer Soul Podcast!
 
We discuss my journey so far with Richer Soul, retiring from the corporate world, and the mindsets and tools I've used to create the life of my dreams.
 
Check out my earlier interview with Andy here- http://richersoul.com/ep-0049-inspired-money-andy-wang/
 
Takeaway: Implement processes to get more efficient, get clarity of vision, and join a mastermind!
 
Action Step: Work on a plan for 2020 with a goal of getting clarity of vision.
 
Bio: Andrew is a managing partner at Runnymede Capital Management. He’s been named one of the top 100 Most Social Financial Advisors. He also contributes to the Huffington Post and has been quoted in major investment publications including Barrens and Forbes, He also has a podcast called Inspired Money http://www.runnymede.com/ “I’m on a mission to better myself + those around me.”
 
You can hear Andy’s show Inspired Money at  http://www.runnymede.com/podcasts/
 
Highlights from this episode: Episode page
 
⦁ The beginnings of Richer Soul
⦁ Switching from saying "Balance" to "Harmony"
⦁ Ikigai: what you love to do, are good at doing, and fills a market need
⦁ Accepting uncertainty
⦁ Retiring from the corporate world
⦁ Coaching Profit First
⦁ Making investments vs figuring it out for yourself
⦁ Mastermind groups
⦁ Clarity of vision
⦁ Exploring new ways to look at life
⦁ All the work behind "overnight success"
⦁ The future of Richer Soul
 
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.
Dec 24, 2019
Arlene teaches us the power of philanthropy and how giving provides more benefits than receiving. 
 
Take away: Giving brings more fulfillment than receiving. Be intentional with your donations.
 
Action step: Keep track of all your giving in one place. 
 
Money Learnings: Arlene's parents taught her different lessons about money. The parents had discussions at the table around money. When her dad sold the company, they became the millionaires next door. Her dad taught her to give and to do so anonymously. 
 
Bio:  Arlene Cogen is a sought-after speaker, trainer, and coach on leadership and philanthropy. A Certified Financial Planner and expert on philanthropy, Arlene provides a fresh perspective on how to include philanthropy into your life. Her passion is reflected in her inspiring and informative presentations that break giving down into manageable bites and explains how you can make a gift you never imagined. 
 
Arlene began her career on Wall Street, spending over 20 years in the trust and investment world.  Wanting to lead by example for her daughters, she transitioned into nonprofit development and helped guide the ninth largest community foundation in the country for almost a decade.
 
Arlene is the Amazon #1 Best Selling author of Give to Live: Make a Charitable Gift You Never Imagined. She lives in Portland, Oregon with her husband Mitch and their boxer Mango.
 
 
Highlights from this episode: Link to episode page
 
  • How giving leads to gratefulness. 
  • Arlene's work on Wall Street.
  • Her switch to philanthropy.
  • How she taught her daughters to give. 
  • Finding her dream job. 
  • The science of giving and happiness.
  • When giving harms. 
  • Listener question
  • The book: Give to Live
  • Philanthropic profit pipeline - tools, intention, meaning, and engagement.
  • Have family discussions around giving.
 
arlenecogen.com
email arlene@arlenecogen.com 
Twitter: @ArleneCogen 

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.

Dec 17, 2019
 
Jamie Jay shares how creating culture is the key ingredient in business and life. He shares how he created the culture in his business and his success and failures.
 
Take away: Creating a culture and building systems creates an amazing business.
 
Action step: Go through the delegation roadmap.
 
Money Learnings: Jaimie grew up in Alaska. His parents didn't teach him much about money. 
 
Bio: At the core, Jaime Jay is a connector of personalities and brands. He constantly challenges himself to be a better human being. He is also an amateur hockey player and starter geek who truly enjoys helping his clients rediscover themselves, their companies and how to realize their "WHY".
 
- Worked with clients in Canada, the United Kingdom, America, Philippines, other countries in Asia and New Mexico.
- Responsible for growing and leading multiple management, sales, and operating teams.
- Co-founded and operated publishing company where he helped create, publish, and distribute a regional real estate publication.
- Recipient of the Army Achievement Medal for Meritorious Service.
- Hosted a Top 100 Business Podcast in iTunes.
- Selected to speak on marketing panel and was awarded the "Top Gun Consulting Maverick Award" in recognition of his outstanding marketing performance.
 
Jaime Jay is the founder and managing director of Bottleneck Virtual Assistants. Together, with an amazing team, they offer professional growth opportunities for ambitious leaders by creating an efficient and systematic approach to identify, hire and cultivate team members who focus on specific roles and responsibilities.
 
Highlights from this episode: Link to show page
 
  • Jamie has spent his life learning about money lessons.
  • Culture beats strategy?
  • Pick your salary?
  • Vision, Mission, Core Values (Scott Beebe episode)
  • Ego is the enemy, lead with kindness.
  • Dealing with failure. 
  • Move forward when you have 80% of the information.
  • Learn to experiment and protect yourself while you do it.
  • The gratitude token.
  • Listen to understand, not to respond.
  • Creating your workflow. 
  • The why of Bottleneck.
  • Profit First Story (profitcomesfirst.com)
LINKS:
https://bottleneck.online/
https://bottleneckmedical.com
https://culture.bottleneck.online/
https://twitter.com/CultureEats
https://www.instagram.com/cultureeatsstrategy/
https://www.instagram.com/heyjaimejay/
https://www.linkedin.com/in/jaimejay/
https://www.facebook.com/heyjaimejay
https://www.facebook.com/bottleneckvirtualassistants/
 
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!
 
S
 
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.
 
Dec 10, 2019
Would you like to get out of the rat race and retire early? Big ERN, Karsten shares his journey and how he was able to retire at 44.
 
Take away: If you spend less and save more you can have time freedom at a young age.
 
Action step: Automate your savings.
 
Money Learnings: Karsten grew up in Germany in a lower middle class family. He is part of the F.I.R.E. community and retired at 44. He learned to save at a very high rate.
 
Bio:  Karsten “Big Ern” Jeske, Ph.D., CFA retired in 2018 at the age of 44 after a long career in academia, government and Corporate America. He previously taught economics at Emory University in Atlanta and worked at the Federal Reserve Bank of Atlanta and Bank of New York Mellon Asset Management in San Francisco.
 
He uses his new-found time to travel with his wife and daughter and write for his blog Early Retirement Now on all topics related to finance and especially the financial challenges of early retirement. Karsten has an undergraduate degree in Business from the Universität Bielefeld in Germany and a Master’s and Doctorate in economics from the University of Minnesota. He also holds the Chartered Financial Analyst (CFA) designation.
Highlights from this episode:
 
  • How Big ERN retired at 44.
  • How Karsten is teaching his daughter about money.
  • The slow travel plan. 
  • The 4% withdrawal rate and the issues with it.
  • The impact of fees on your investments.
  • The effects of inflation on retirement.
  • Options trading strategies. 
 
Web: https://earlyretirementnow.com/
Safe Withdrawal Rate Series: https://earlyretirementnow.com/safe-withdrawal-rate-series/
Twitter: @ErnRetireNow
 
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:
 
 
 
 
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Dec 3, 2019
Michelle Bosch shares her life journey, starting from humble beginnings. Michelle and her husband immigrated to the United States and created the life of their dream through real estate. 
 
Take away: Be intentional in life. Figure out what you want and then learn how to do it. Surround yourself with people who support you. 
 
Action step: Do something!
 
Money Learnings: Michele is an immigrant to the USA. Her dad passed away when she was a child. He left them a commercial building that provided cash flow for them. Poverty is relative. 
 
Bio: Michelle Bosch is the Co-Founder and CFO of Orbit Investments and a full-time real estate investor since 2002. She has bought and sold over 4000 pieces of real estate and built the 3rd largest land investment and auction company in the US, bringing that company successfully into the 8-figure revenues in a matter of 18 months. Through the recession, she positioned Orbit Investments for rapid growth in the Single-Family and Multifamily investing space with over $40 million in assets under management.
 
Michelle is also the Co-Creator of the nationally recognized Land Profit Generator Program focusing on teaching others how to invest in Land and has created over 145,000 followers via the Forevercash Podcast/Radio Show, LandProfitGenerator.com, UltimateBoardroom.com, and social media channels.
 
Her businesses have been featured on: INC., FOX, NBC, ABC and Forbes and she holds an MBA -Business Finance- from Thunderbird Global School of International Management, (the World’s #1 Graduate school in International Management).
 
Highlights from this episode:
 
  • Learning everything about real estate from scratch.
  • Creating Freedom in life.
  • The exit strategy from work. 
  • The numbers behind the deals. 
  • The immigrant advantage. 
  • The benefits of land flipping.
  • Faith, Family, Flow, and Finances.
  • Shifting focus to who.
  • Time Freedom is at the core. 
  • Creating daily rituals. 
  • Profit First success.
  • Reverse engineering your processes.
 
https://www.michellebosch.com/
LandProfitGenerator.com
UltimateBoardroom.com
 
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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