Kevin talks about advice and insights on loan terms, rates and common credit struggles.
Take away: Have a better financial goal
Money Learnings: Kevin didn't learn about money from his parents growing as a kid. By not having a lot of money, he educated himself on how money really works.
Bio: Kevin Chittenden, VP with Valley National Bank and brings over 30 years of extensive experience in the financial services industry, including retail banking management and consumer lending development. As Chief Consumer Lending Officer, Kevin is responsible for shaping the strategic vision of Valley’s vast consumer lending business including residential mortgage, home equity, auto lending, cash value line of credit (CVLC) and NY Metro Title Services business. Prior to this position, he served as a Vice President Regional Sales Manager for Wells Fargo.
Kevin received a Bachelor of Business Administration Degree in Finance from Texas Tech University’s Rawls College of Business. He currently serves on Fannie Mae’s Risk Advisory Board.
Highlights from this episode: Link to episode page
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
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rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Creating an Abundant Mindset
Matt Rodak talks about the importance of the abundance mentality and how it helps a lot in starting up a business.
Take away: Value how you spend your time, more than how much money you make.
Money Learnings: Matt's school didn't teach much about money but his parents definitely did.
Bio: Matt is the founder and CEO of Fund That Flip. He started the company in 2014, which provides fast and reliable capital to real estate investors while also enabling accredited investors to passively invest in highly curated loans. Matt has since led the company to be listed two consecutive years on Inc Magazine's fastest growing private companies, #17 on the Financial Times fastest growing companies, has been recognized as an Industry Thought Leader for the MReport, listed as a Founder to Watch in The Startup Weekly and was recently named as a Top 50 Financial Technology CEO by The Financial Technology Report. Fund That Flip is headquartered in NYC, with an office in Cleveland, OH. Matt graduated from John Carroll University and lives with his wife in NYC.
Highlights from this episode: Link to episode page
matt@fundthatflip.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!
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Josh shares how he got started and pivoted his way through life and business.
Take away: If you want to be an entrepreneur you have to be able to take the risk, spend less than you earn and save money
Money Learnings: Parents didn't talk a lot about money instead he learned by reading books about successful personalities.
Bio: Josh is a Real Estate Developer, investor and a past roofing company owner. Having sold the roofing company back in January of this year, he currently spends his time building out a training and business platform to help other driven individuals start roofing companies. Outside of work, he enjoys hiking and biking, having climbed Mt Kilimanjaro in 2018 and (outside of covid, does multiple triathlons a year). He's always up for an adventure and talking about business ideas.
Highlights from this episode: Link to episode page
Instagram @jglewis1
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Tyler shares his entrepreneurial experiences and how his product Tyler's Coffee started.
Take away: Being entrepreneurial is for people that are willing to lose everything to gain immensely.
Action step: If you are interested in being an entrepreneur you have to be ready to lose it all, Are you ready?
Money Learnings: School didn't teach him about money. Tyler's grandfather taught him and inspired him about money.
Bio: Tyler Ornstein loved the taste and smell of coffee from his first sip at 5 years old. But his father couldn’t tolerate it because it upset his stomach. One day, Tyler asked him if he could make a coffee that both of them could drink.
So Tyler’s dad, Ian, biochemist, tinkered quietly behind the scenes until he did what no university research lab or mega-corporation could do— he created acid–free coffee that anyone can drink without digestive disruption. He created the world’s first-acid free coffee that is actually healthy to drink!
Highlights from this episode: Link to episode page
Tyler is happy to a special offer of 20% discount on any products (the coupon code is Tyler2020)
Facebook: https://www.facebook.com/TylersCoffee
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Stressless Success: The Surprising Secrets to a Life of Passion, Purpose and Prosperity!
Janet McKee talks about her new discoveries to have a stressless success and the importance of energy in facing life challenges.
Take away: When you have awareness of the energy you're giving off, the more you elevate and expand your energy the more my life will elevate and expand.
Action step: Every day ask yourself, what is my energy that I‘m giving off?
Money Learnings: Janet learned so much from his father about money.
Bio: Janet McKee is a speaker, bestselling author, high performance consultant and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High Performance Institute, and is an inducted as a member of the National Association of Experts, Writers and Speakers. She is author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose and Prosperity (Laurel Mountain Publishing, Feb. 1, 2020). Janet created the acclaimed Accelerated High Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success.
Highlights from this episode: Link to episode page
https://www.facebook.com/janetmckeefan/
https://www.linkedin.com/in/janetmckee/
https://www.instagram.com/janetmariamckee/
https://www.youtube.com/user/SanaView
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
The Power of Podcasting
In this episode, Luis Diaz shares advice on how to have effective time management.
Take away: Have a better time management
Action step: Review your day and what you did or didn't get done.
Money Learnings: He learned little to none from school. He learned from his parents how to save money and how important a credit score is.
Bio:
After leaving the fitness space as a struggling online trainer he realized something he had been doing for free on the side was his #1 asset and skill set. After over 50+ podcast launches and over 5+ million downloads in just 3 years, Luis Ryan Diaz found himself in a new niche.
What has started as something he was just helping people with on the side for free could actually be a multi six figure business. Now fast forward to today, Luis has launched, consulted and worked with some of the most well known entrepreneurs and personal brands online. Such as NFL Pro Steve Weatherford, Dan Lok, Joel Marion the CEO of BioTrust, Shanda Sumpter, Craig Ballantyne, Ben Pakulski and many more.
Today he works with entrepreneurs, coaches and business owners. inside of his Podcast Launch Formula Program to help launch, grow and expand their influence using podcasting.
Highlights from this episode: Link to episode page
podcastdomination.co/pdf
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Building the America Dream
Maricela shares her achievements and experiences from surviving financially to having financial independence
Take away: Have a business where you can enjoy what you're doing and still make a profit.
Action step: Find resources, find a mentor that's gonna help you, find somebody that already did it and learn from them.
Money Learnings: School didn't teach her about money or finances. With her family, she learned to become entrepreneurial and to be creative to find ways to make income.
Bio: First generation Mexican, entrepreneur by heart, migrated to the United States after earning
a business degree in native country. Handicapped by the inability to speak English, I worked
diligently to overcame It. I put myself through school, earned a Masters Degree in science and
a Doctorate degree in anesthesia practice. I then joined the Naval Reserve forced and served
overseas as an anesthesia provider.
In the background I self thought the Real Estate Business and built a rental portfolio. Currently
my husband and I self manage our mixed portfolio consisting of single family houses, small
multi living, a residential commercial and started to diversify by participating in syndications and
joined ventures.
After years of mentoring others, we are now on a structured mission to divulge financial literacy
as a way to give back and help others to reach their financial independence.
Highlights from this episode: Link to episode page
I write a blog to share my “seeds for life success” @ www.fromfinancialsurvivaltofinancialindependence.com
Facebook-IG @ from_financial_survival_to_FI
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Creating Abundance In Spite of Cancer
In this episode, Dr. Shani talks about healing and hope for Cancer Survivors in their recovery process.
Take away: Cancer is something that happens to you, it is not who you are.
Action step: Remember that there's part of you that was and always healthy. Your job is to get back to who you really are.
Money Learnings: Dr. Shani learned nothing about money from her parents not until she took Accounting.
Bio: Dr. Shani is the author of The Cancer Survivor’s Fear First Aid Kit and is a popular speaker, podcast guest and workshop leader for survivor communities. She has been published in the Huffington Post, Breast Cancer Wellness magazine and the peer-reviewed Natural Medicine Journal.
Dr. Shani invites you to view her free training “Your Path to Freedom: Releasing Fear About Cancer” at her website, drshanifox.com.
Highlights from this episode: Link to episode page
drshani@drshanifox.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!
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
48 Days to the Work and Life You Love
Dan Miller shares about his early success and the tools that allowed him to keep moving forward.
Take away: Meaningful work blends our natural skills and abilities, our unique personality traits and our dreams and passions
Action step: Draw a line in the sand. Ask yourself, what are your unique skills and abilities? What are your personality tendencies? What are your values, dreams and passion? If what you are doing right now changed, what would you do tomorrow?
Money Learnings: He was drawn to success stories and that gave him knowledge and drive to go in that direction.
Bio: Dan is author of the New York Times best-selling 48 Days To The Work You Love. Over 140,000 people have subscribed to his weekly newsletter, his 48 Days Podcast consistently ranks in the top 3 under Careers on iTunes, helping those seeking to find – or create – work they love.
Highlights from this episode: Link to episode page
affiliate link: 48days.com/rocky
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about 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. 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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Jeremy is a very passionate entrepreneur. Listen as he shares his ideas and experiences on his entrepreneurial journey.
Take away: Taking the first step is always the hardest.
Action step: Do something with intention and take action.
Money Learnings: Jeremy didn’t have a specific conversation with his father, who is an entrepreneur, teaching him about money, but he learned it through observation and watching all the experience.
Bio: Jeremy struggled to share in groups, on stage and online. Prior to launching this podcast, he had a personal Facebook that he very rarely used and a personal LinkedIn; that’s it! He [essentially] never shared online, in groups, and definitely never on stage.
After attending some local mastermind groups, Jeremy realized how much value he really had; he helped entrepreneurs take leaps in mindsets and overcome major roadblocks. He realized that he’s not alone, there’s a lot of hidden knowledge out there that the world doesn’t have access to.
He started Why Influence and his Influencer Meetup Community to inspire others to share their hidden knowledge and wisdom in bigger ways.
Highlights from this episode: Link to episode page
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
rocky@richersoul.com
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Creating a Soul Based Business
Josh McCallen shares his knowledge and secrets about the hospitality industry.
Take away: No matter how successful you are at what you do, always remember why you are doing it and rely on that to get past whatever the road block is.
Action step: What's your why?
Money Learnings: School and family didn’t teach him about money but life struggle give him an opportunity to know more and make money
Bio: Business turnaround expert and resort rehab specialist, Josh McCallen is a multi-faceted maestro in the luxury, residential, hospitality, and real estate project leadership. In the past 20 years, Mr. McCallen has led projects, generating well over $100,000,000 in revenues in the above mentioned industries. He has also served as president of a 400+ person hotel development and management company, and built numerous businesses & brands. He conducts all his projects and operations with the highest caliber thought leadership, energy, and expertise. He has a laser focused approach to creating high yield projects through strategic innovation, relationship building, and developing cultures that promote a genuine love of service. Today, Josh McCallen is the Co-Founder of Accountable Equity and the CEO of VIVÂMEE Hospitality.
Highlights from this episode: Link to episode page
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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Grow And Thrive
In this episode, Dr. Andy Garrett talks about what authenticity truly means.
Take away: It is really important to know who you are and what your purpose is to have a balance and harmony in life.
Action step: Clarify your core values.
Money Learnings: Dr Andy’s parents didn’t talk about money. There was also no education on school regarding money.
Bio: A licensed psychologist and life coach, Dr. Andy Garrett invested decades of his life into understanding and codifying the intuitive spiritual essence of authenticity. On this episode, Dr. Andy Garrett talks about his Authentic Growth Blueprint which will help you access the best version of you.
Highlights from this episode: Link to episode page
Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about 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. 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
rocky@richersoul.com
Some music provided by Junan from Junan Podcast
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Awaken Your Inner Wisdom
Kim Marie shares in this episode about her experiences on doing the “shoulds” instead of following her heart and passion.
Take away: Following your heart and always trusting in your inner self is very important.
Action step: Get to know yourself. Know what you love.
Money Learnings: Kim, as a teenager living in a small town, she wanted to go out to the world and eventually learned for herself about money.
Bio: Kim Marie is a Life and Leadership Mentor, trained as an Ontological Coach with Newfield Network. Coaching and mentorship serve as the perfect platform for Kim to blend her diverse background in the realms of corporate, military, non-profit, government, and small business cultures, with the work of human development, life/family/vocational balance, soul-making, and personal and professional leadership.
Kim’s passion for transformational learning and development is expressed through a unique blend of archetypal wisdom, character strengths, and habit breaking programs that empower individuals to break the chains of old patterns and conditioning, and become not only their best Selves, but also effective Leaders. The magic of this process is that they also become a true Self-Leader, confident in who they are, committed to what they value, and able to create meaningful change.
Highlights from this episode: Link to episode page
Winter Journal: KimMarieCoaching.com/SacredNights
https://www.facebook.com/KimMarieCommunity/
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
Getting Rid of Overwhelm