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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, 2020
Dec 29, 2020

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

  • Mortgage advice
  • Common Credit struggles
  • Changes in the mortgage industry
  • Refinancing mortgage loans
  • Inflation and how it affects wealth building

 

Valley.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

 

http://richersoul.com/

 

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.

 

Dec 24, 2020

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

 

  • The science behind money
  • Learned how to figure out the levers
  • Matt's life after college
  • Abundance mindsets
  • Objectives and Key Results
  • Enjoy the journey
  • Real Estate marketplace

 



matt@fundthatflip.com

Fund That Flip

 

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

 

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.

 

Dec 22, 2020

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

 

  • Biographies that inspired him
  • Started his own development company
  • Josh started his roofing contractor company
  • Underlying principles
  • Climbing mountains
  • Spending less than you earn and saving money

 

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

 

http://richersoul.com/

 

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.

 

Dec 15, 2020

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

  • Learnings from his grandfather
  • Entrepreneurial mind started
  • Selling coffees
  • College experience
  • Figuring out to make the product better
  • Hardest part building the business
  • Best customer service
  • Advice for young people

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

 

http://richersoul.com/

 

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.

 

Dec 8, 2020

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

  • New discoveries that change everything
  • Climbing the corporate ladder
  • Shifting energy
  • Stressless Success
  • Wellness is the foundation
  • Work your energy

 

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

 

http://richersoul.com/

 

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.

 

Dec 1, 2020

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

  • Credit Card
  • Time management
  • Morning routine
  • How to know the right KPIs
  • Daily questions to ask yourself
  • How to handle loops?
  • Executive Assistant experiences
  • Where did you fall short?
  • Podcast as a relationship building tool




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

 

http://richersoul.com/

 

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.

 

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