Early Life Success
Take away: Understanding ourselves more deeply as a means to elevate our consciousness.
Money Learnings: William growing up learned most of what he knew about money through playing video games.
Bio: William Brown in 2016, at 16 years old attended a seminar and learned about real estate investing. He saw real estate as not only an access to financial freedom very early on, but also a way to build a bridge between the world in his head and the world beneath his feet. Armed with $30 to his name, a deep understanding of real estate built over a thousand hours of research, and a hunger to carve his own path, he dropped out of school from the College of William and Mary in 2018 and built a million dollar real estate investment business from scratch.
He then founded an artificial intelligence startup named Titan X which is committed to building the world’s smoothest customer experiences through context-based natural language understanding technology. He plans to transform modern customer service in every industry through the use of smooth and intuitive AI while laying the foundation for a future where human-computer communication is seamless and drastically lowers the learning curve for people across the world who will need reskilling due to humanity’s transition into the Artificial Intelligence Age.
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!
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Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes
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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Take away: Become the master of yourself and the world is your oyster.
Action step: Do the life and death exercise. Get a paper and in the front of your paper write Life and at the back write Death. Look back at your calendar and write down everything that brings you life and death.
Money Learnings: Mike wanted to stretch his potential and he is fortunate to find people who helped him to learn about money. Definitely did not learn it from school even though his major in college is Business.
Bio: Mike Zeller is a business architect and entrepreneur mentor who helps professionals find their zone of genius and rewire their subconscious to fuel momentum toward their life’s purpose. He has mentored over three hundred high-level entrepreneurs from all over the world, helping add tens of millions in revenue to his clients. An entrepreneur himself, Mike has founded or partnered in over 20 ventures across multiple industries, including technology, real estate, digital marketing, and more. Learn more at www.mikezeller.com.
Highlights from this episode: Link to episode page
https://www.facebook.com/MichaelRZeller
https://www.youtube.com/user/mzeller001
https://www.instagram.com/michaelzeller00/
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.
Make Big Happen with Mark Moses
Take away: Write down your goals, show up and execute.
Money Learnings: What's going on at the time may not always be the same and could change. It's really about how you deal with the change when adversity strikes.
Bio: CEO Coaching International coaches CEOs on how to dramatically grow their revenues and profits; implement the most effective strategies; become better leaders; grow their people; build accountability systems and elevate their own performance. Mark has won Ernst & Young’s Entrepreneur of the Year award and the Blue Chip Enterprise award for overcoming adversity. His last company ranked as the #1 Fastest-Growing Company in Los Angeles, and #10 on the Inc. 500 list of fastest growing private companies in the U.S. CEO Coaching International has appeared in the Inc. 5000 list for the last seven consecutive years.
Mark has completed 12 full-distance lronman Triathlons, including the Hawaii lronman World Championship five times. He also won the U.S. National Squash Championship in 1992. Mark competed in the London Marathon in April 2019, qualifying him for the Boston Marathon. In May 2019 at the CEO Coaching International Summit, Mark had the honor of sitting down for an hour on stage with President George W. Bush to discuss entrepreneurship and life as President.
Highlights from this episode: Link to episode page
https://makebighappen.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.
Take away: Believe in abundance.
Action step: Pick up the phone and call the loved one/relative/best friend that you haven't spoken to in a long time and be the enlightened person to reach out and rebuild the relationship.
Money Learnings: The school system does not teach about money literacy, maybe it was on purpose.
Bio: Jeffrey A. Martinovich is a First Gulf War Veteran, MBA, and CEO of JAM Accelerator, LLC, a business consulting and incubation firm. Previously, Jeff was Founder and CEO of MICG Investment Management, a billion-dollar wealth management firm. After the 2008 Financial Crisis, Jeff rejected three government plea offers, resulting in a 14-year prison sentence. Yet the Fourth Circuit Court of Appeals reversed twice, two U.S. District Court Judges were removed, and after nearly 7 years, he was released to home confinement in May 2020 to begin rebuilding his life. His book is Just One More: The Wisdom of Bob Vukovich.
Highlights from this episode: Link to episode page.
Learn more at jeffmartinovich.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.
Take away: We all have our natural gifts and will eventually find that right connection to the world where it gets appreciated.
Money Learnings: He did not learn much about money except to be very careful with it.
Bio: Mark Hentemann is an Emmy-nominated writer/producer/voice actor in television, and an original writer on the show “Family Guy”. He has run Family Guy, created shows for Fox and MTV, written for David Letterman and major studio feature films.
After struggling as a starving artist, Mark used his first script payments in 1999 to buy a duplex in Los Angeles as a hedge against the uncertainties of an entertainment career. Real estate became a passionate side-hustle, and since then, Mark has built a $150 million multifamily portfolio alongside his writing career, and founded Quantum Capital, which syndicates in Austin, TX, Los Angeles, Denver and Phoenix. Mark’s mission is to help people achieve financial freedom through real estate so they don’t have to become television writers.
Highlights from this episode: Link to episode page
WEBSITE: quantumcapitalinc.com
PODCAST: The Wild West Real Estate Podcasts (Apple, Stitcher, Spotify)
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.
Mindful Money & the 8 Pillars of Happiness
Take away: Money amplifies who you are, it does not necessarily change you.
Action step: Start with the mindful mind course.
Money Learnings: There's nothing practical taught about money in his educational experiences. Jonathan's parents taught him to be self-reliant.
Bio: Jonathan DeYoe has led an independent financial planning firm since 2002. He and the Mindful Money team work one on one with three hundred families and foundations. The Mindful Money team offers simple steps to financial success and tools to mindfully overcome emotional and cognitive biases related to money.
Jonathan is passionate about spreading the values of goal-focused and planning-driven wealth management to help people enjoy better financial outcomes AND live happier
lives! His personal goal is to touch 1,000,000 lives in 10 years with Mindful Money financial education courses.
Jonathan has been a California-based financial adviser for 25 years. He managed investments at a variety of Wall Street Companies before founding his own financial
planning firm. He’s a contributor on personal finance matters for the Huffington Post, and
Business Insider, among others and he has been featured in the Wall Street Journal and
The New York Times.
Highlights from this episode: Link to episode page
Twitter: MindfulMoney_Ed
Facebook: @MindfulMoneyPlan
Instagram: @MindfulMoneyPlan
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.
Wealth Management
Do you know your money mindsets and how they affect your ability to build wealth over time?
Take away: Understand that the world is abundant and the more you look at the world through an abundant lens the more it will give back to you.
Action step: Improve your mindset and understand yourself.
Money Learnings: Kirk did not learn anything about money from school because back then money is not something to talk about.
Bio: Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry.
Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self directed IRAs has helped many investors invest in their passion.
Kirk is an experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was acknowledged as the #7 most influential financial advisor on Investopedia’s top 100. Investment News named Kirk as one of the top 10 social media allstars in the financial services industry. You can find many of his media appearances here.
Highlights from this episode: Link to episode page
Company website: www.innovativewealth.com
Free gift for your show’s listeners https://www.innovativewealth.com/financial-resilience
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.