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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: Page 7
Feb 25, 2020
Mike asks what are you made of? Your biggest struggles can be the path forward to great success. 
 
Take away: Life happens for you, not to you.
Action step: What's something that will make you uncomfortable.
Money Learnings: Mike grew up with divorced parents. He chose to live with his dad for a fancier life. That choice led to a bad outcome that became the fuel for Mike's success.
Bio: Michael “C-Roc” Ciorrocco (sher-OCK-oh) is a motivator, facilitator, dynamic public speaker and a fierce friend and coach. At his core, he’s a grinder – just a guy who had a fire lit in his heart at an early age. That fire has led him to  inspire others to see the greatness inside of themselves using past life events to fuel their fire.
 
His passion is truly helping others. Whether it’s his employees, partners, real estate agents, or anyone else looking to better their business, personal life, or mental game, C-Roc always is up for the challenge. He has spoken in front of thousands of real estate agents, showing them how to grow their business. He dives deep into his past during these talks to show how you can feed off good and bad experiences. 
 
His forthcoming book is entitled What Are You Made Of?
 
C-Roc lives in Ocean City, MD with his wife Jennifer and their two children, Nicolas and Sophia.
 
Highlights from this episode: show notes page
 
  • Your story is important and powerfully inspiring.
  • The importance of letting go of your childhood stories.
  • What are you made of?
  • Why we doubt our abilities.
  • Use the snowball method to create success.
  • The journey is invisible.
  • How to build a culture in business.
  • Build people, not businesses.
  • The ratio to create success.
  • What's your story?
  • Demographic changes and megatrends.
 
themikecroc.com
Mikes FB group: https://www.facebook.com/groups/1158135047708987/
https://www.linkedin.com/in/michael-ciorrocco/
https://twitter.com/mikeycroc
FB/ IG @mikeciorrocco
 
If you are interested in real estate or already involved I want to share a few free resources that are available to you:
  1. If you need forms and templates for rentals:  https://ipropertymanagement.com/templates They have both general forms and state-specific forms. 
  2. https://www.biggerpockets.com/ has tremendous resources to learn about real estate for free. 
  3. Lastly, we have some podcasts on  http://richersoul.com/category/real-estate/ on the topic or real estate.

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

Show Sponsor: http://profitcomesfirst.com/

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Feb 18, 2020
Deb shares how to sell with ethics based on helping customers get what they need. She also shares the wisdom she has learned over the years in business and life.
 
Take away: Sales is an essential skill in business and life. It not about being pushy it's about helping people get what they want.
 
Action step: Know where you are and where you want to be.
Money Learnings: Deb grew up in a middle class family. She learned that if you worked hard you could earn money. 
 
Bio:Deb Brown Maher is an accomplished business owner and fine artist. Her professional background spans over thirty years of expertise in all levels of sales execution, training and coaching.  She has a notable sales track-record both as an individual contributor and as a sales leader for various organizations. Her expertise spans multiple industries as well as every size business – from start-ups, to mid-range and global organizations.
 
Deb has a unique ability to help her clients quickly identify gaps in sales process and performance, bridge those gaps with facts and knowledge, and then implement strategic actions that ensure peoples’ ability to succeed both in the moment and over time.  She is passionate about helping people sell from a position of integrity. She values relationships and will gladly put aside tasks in order to attend to people in the moment.
 
Highlights from this episode: Link to show notes page
 
  • Deb's lessons learned from delivering papers.
  • Overcoming the negative perceptions of salespeople.
  • The book: Sell Like Jesus
  • Understand your own why.
  • Don't confuse who you are with what you do for a living.
  • Don't seek affirmations from others. 
  • Loving money is the first step to all kinds of trouble
  • Speak 10% listen 90%
  • Listen to comprehend.
  • Be open to conversations, you never know where the customer is.
  • The power of storytelling.
 
Book  Sell Like Jesus: 7 characteristics of Christ for Ethical Sales
deb@debbrownsales.com
debbrownsales.com
facebook/selllikejesus

 

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.

Feb 11, 2020
Profit First
 
Mike Michalowicz is the creator of Profit First and has written many books to help entrepreneurs succeed in business. He shares his experiences in buildings businesses. 
 
Take away: You have to work on your business not in your business. Once you have your foundation built you can work at a higher level.
 
Action step: Automate your cash flow in business and your personal life.
 
Money Learnings: Mike's dad worked at a 9-5 job and his mom stayed home to raise kids. They used the envelope system for spending. School and college didn't teach him about money. Mike is teaching his kids to earn money. 
 
Bio: Mike Michalowicz is the entrepreneur behind three multi-million dollar companies and is the author of Profit First, Clockwork, The Pumpkin Plan, and his newest book, Fix This Next. Mike is a former small business columnist for The Wall Street Journal and regularly travels the globe as an entrepreneurial advocate.
 
Highlights from this episode: Show notes page
 
  • Mike's experience losing everything in his third business.
  • Sales = Stress
  • Fix This Next
  • Higher level needs for business.
  • Bank balance accounting. 
  • Profit First 
  • The power of small plates.
  • The best people to solve problems in your business are your front line employees.
  • Profit First success stories.
  • Crazy is a powerful force.
  • The struggles with Profit First.
 
http://mikemotorbike.com
 
To learn more about Mike and get access to a treasure trove of entrepreneurial tips, visit www.MikeMichalowicz.com.

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

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/

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

Show Sponsor: http://profitcomesfirst.com/

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Feb 4, 2020
David Stein shares his expertise as a money manager to help us make better investment decisions based on timeless principles. 
 
Take away: David shares a principled based way to invest. 
 
Action step: Try something new!
 
Money Learnings: David bought a course at age 11 to learn how to make money. He had to learn about money on his own. He read many self-development books at a kid. He teaches his kids that money flows.
 
Bio:  David Stein helps individuals become more confident investors via audio, video, and books. For the past five years, he has hosted the weekly personal finance podcast Money For the Rest of Us. The show has more than 250 episodes and over 12 million downloads. David is the author of Money For the Rest of Us: 10 Questions to Master Successful Investing. Previously, David was Chief Investment Strategist and Chief Portfolio Strategist at Fund Evaluation Group, LLC, a $70 billion institutional investment advisory firm, where he co-headed the 21-person research group.
 
 
Highlights from this episode: Episode page
 
  • Time versus Money
  • David was a finance major and he learned to like it.
  • He retires from a finance career in his mid-forties.
  • Settled work. Do what you enjoy!
  • Learn how to help people. 
  • The book - Money for the Rest of Us.
  • Understand the principles of investing.
  • Bad outcomes are sometimes the result of good decisions.
  • Return drivers: Cash flow, cash flow growth, how do investors value that cash flow. 
  • David focuses on assets classes versus individual stocks.
  • Investing / Speculation / Gambling
  • The inherent value of bitcoin.
  • Future predictions of stock and bond returns.
  • Create the work you love to do. 
You can find David at: https://moneyfortherestofus.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
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Jan 28, 2020
Soulfire: Break Out of a Burnout Job and Craft a Career That Inspires You!
 
Sean digs deep into how we view ourselves and the world. What can we do to change ourselves so that we are living an abundant, rich and joyful life? 
 
Take away: The solutions to what you want in life can be found in the mirror.
 
Action step: Ask yourself do you want to be where you work in 2 - 5 years?
 
Money Learnings: Sean didn't learn much about money in school.  His dad was in business and he was raised that money was good but it wasn't the end goal.
 
Bio: Sean Sessel is a voracious learner with a fervent belief in the ability of the individual to better himself or herself. After an epiphany that he derived intrinsic enjoyment from continual learning and the sharing of knowledge with others, he decided to make a career of it and started The Oculus Institute.
 
Sean helps individuals escape burnout jobs and craft careers that truly inspire AND pay well. He works with people to prevent self-sabotage, dissolves stress, and discover their personal power & value.
 
Sean developed a unique system called psychohacking that is fundamentally different and more powerful than other schools of internal work; like NLP and LOA. Psychohacking is grounded in truth (not selectively choosing beliefs/references or focusing only on the positive), and it uses observation to deconstruct mental barriers subconsciously.
 
Sean proudly boasts a 100% success rate in providing his clients with the results promised upon entering his program.
 
Before Oculus, Mr. Sessel was Director of Quantitative Research and Co-Portfolio Manager at Tectonic Advisors, a Registered Investment Adviser with over $1 billion in assets under advisement. Prior to that, he worked as an Associate at Boston Consulting Group, where he specialized in consumer survey analysis and organizational structures. Mr. Sessel received his B.S. in Bioengineering from Rice University. Throughout this time, he has also been involved as a founder, equity hire, or board member in 10 different startups and 2 different nonprofit organizations.
 
 
Highlights from this episode: Link to the episode page
 
  • Sean's struggles in his jobs and burns out.
  • His big purpose: absorb, process and transmit information.
  • Don't settle in life.
  • Stop Stealing Dreams (Link)
  • The blocks that prevent us from success and happiness.
  • Know your target.
  • Take personality assessments to know your skills and motivators.
  • The deconditioning process.
  • Learn to sell yourself
  • Mysticism 
  • Start your day with gratitude.
  • How does it feel to be in the top 1% of the world?
  • Spiritual Enlightenment.
  • The book: Soul Fire
  • How to create income security.
  • The process of finding your purpose.
  • The future of health technology.
  • The 4 hour body book by Tim Ferris.
 
https://www.oculusinstitute.com/
https://www.facebook.com/oculusinstitute/
 
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
 
 
 
Jan 21, 2020
A Conversation With Coaching Client Marla Mogul
 
Marla is one of my coaching clients and she agreed to come on the show to share her journey. She also shares how my coaching has helped her create a life plan and achieve her goals faster than she could alone.  
 
Take away: Coaches can help you achieve your goals much faster than going it alone.
 
Action step: Explore if a coach can help you achieve your life goals. 
 
Money Learnings: Marla's family never talked about money. They grew up in a neighborhood that was beyond their means. 
 
Bio: As the co-founder of the nonprofit, A Night Out, Marla created an organization that in five years served more than 900 survivors of domestic violence, while providing childcare for over 250 of their children. Through safe and healthy social experiences such as self-care spa nights, concerts and theater performances, A Night Out provides an opportunity for survivors to rebuild a sense of community in a safe environment with support, understanding, and fun. Her vision of growing the program to serve as many women, men and children as possible, led to the strategic acquisition of A Night Out by the nonprofit, Between Friends, an agency dedicated to breaking the cycle of domestic violence. The consolidation represents a strategic growth opportunity that keeps the needs of survivors first.
 
Prior to establishing A Night Out, Marla was the founder and Managing Partner of Mogul Consulting Group. Offering turnkey event planning for CEOs and Corporate Officers of Fortune 500 companies, Marla directed all facets of operations.  From Board of Directors meetings, executive retreats, and special client events such as Super Bowl and Kentucky Derby trips, Mogul Consulting delivered quality results to ensure client satisfaction, repeat business and valuable referrals. Before starting her consulting business, she worked in Marketing Communications for Baxter Healthcare and The Kemper Group.
 
Earlier this year she founded The Mogul Method, a coaching program for women over 50 who want to lose weight without ever dieting again. The customized foolproof system help women stay vibrant and more beautiful as they age.
 
In addition to her career experience, Marla has served as a Board member of numerous nonprofit organizations, including Between Friends, Cancer Wellness Center, North Suburban JCC and North Shore Congregation Israel. She served as Treasurer and then as President for the Glencoe Parent Teacher Organization, as well as Treasurer of the Quest Academy Parent Student Association.  Her expertise was creating fundraising opportunities to support the schools and the community.
 
Marla is a graduate of the Indiana University Kelly School of Business. She lives with her husband in Chicago where they savor the beautiful lake views. Her passions include traveling, physical fitness, skiing, reading, and collecting wind-up toys.
 
Highlights from this episode:
  • How Marla's upbringing caused her to spend too much as a young adult. 
  • The need to fit in and leading a materialistic life. 
  • Money doesn't make you worthwhile. 
  • You have to be honest with yourself. 
  • The life plan process.
  • The power of being intentional.
  • Why Marla reached out to me for coaching. 
  • How financial coaching has helped Marla.
  • Long term results come through changing habits.
  • Marla's coaching program.
  • The emotions we have with eating. 
  • You have to be ready for coaching. 
  • We are responsible for our lives and the outcomes we want.
  • Why you should get a coach.
 
https://www.themogulmethod.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

Show Sponsor: http://profitcomesfirst.com/

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Jan 14, 2020
The Grey Dance of Love, the Step-by-Step Guide to Finding Love That Lasts
 
George Araman shows how to engineer every facet of your relationship to maximize love and deep connection, how to keep the sparks going for years, and why you should argue - the right way.
 
Takeaway: Work on your self image and live your dreams starting from the inside, and moving out.
 
Action Step: Love yourself: forgive yourself, learn your relationship patterns, and embrace your natures.
 
Money Learnings: George grew up learning more financial theory than practical money lessons. Learn about making money by finding someone who has been truly successful at doing it.
 
Bio: By dancing between his heart and his mind, George Araman has created a 50-year vision of spreading some much-needed love around the world …so get ready for the Relationship Entrepreneur.
 
George was blessed to have been “friend-zoned” by his ex-best friend, as this allowed him to discover his life’s purpose. Since then, he has dedicated himself to researching, experimenting, and writing. He wrote The Grey Dance of Love to show singles, “friend-zoned” individuals, and couples how to create sparks-- and how to be and grow in a magical relationship.
 
George believes that all the world’s problems can be solved if we never give up. His message to you: “Your greatest treasure lies in your greatest struggle. If you never give up, even life itself will want to help you and make everything possible for you.”
 
He plans on traveling around the world with his life partner. He has already seen more than 30 cities in Europe, Asia, and the Middle East, and he has been exposed to 26 different nationalities.
 
Highlights from this episode: Show notes page
 
  • Relationship Engineering
  • What the "friend zone" really is and what causes it
  • Physical chemistry
  • Intellectual chemistry
  • Emotional chemistry
  • What happens in the "after" in happily ever after?
  • How do you keep the sparks going after decades of marriage?
  • Frequent dates are just as important as your other routines
  • The right way to argue
  • Bringing childhood problems into relationships
  • Why certain people attract certain other types
  • Having a purpose helps with your love life
  • Understanding your partner during the dating phase
  • Being the type of person you want to attract
  • Internal and External gratitude
  • The 8 relationship factors
  • Becoming Mr. and Mrs. "Grey Dance"
  • Changing your life by changing your mindset
  • Learn to love yourself
  • Working on your self image
George's website: https://greydanceoflove.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

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Jan 7, 2020
How To Get a Better Job Using LinkedIn 
 
Mike Sudermann shares the details of career transition, how to optimize your LinkedIn profile, and how to "dig the well before you're thirsty" by cultivating meaningful relationships throughout your working life.
 
Takeaway: Make sure whatever you do for the bulk of the day is something that brings you happiness and fulfillment. Chase happiness in work, not just money.
 
Action Step: Adjust your LinkedIn profile by creating a targeted headline, and optimize the page to show your diverse skills and accomplishments in detail.
 
Money Learnings: Mike's paper route as a child set the foundations for a dedicated, strong work ethic that's carried him forward throughout his career. He's also teaching his kids about money by teaching them to be responsible for their own mistakes, and understand the market value of labor.
 
Bio: Mike Sudermann is a highly accomplished executive recruiter & career transition specialist who places top tier talent with companies around the world. He is the Founder and CEO of the award-winning executive search firm, Ascent Select Executive Search & Outplacement. He has personally reviewed over eighty thousand resumes, worked with thousands of executives, and made more than three hundred placements. Also, Mike founded and created Advantage Outplacement Academy a market-leading career transition program for professionals at all levels. Mike is a best-selling author of the book called The Executive Leap, is an industry speaker, and has a daily podcast called The Executive Leap where he discusses executive recruiter insider secrets to leaping into your next great job. 
 
Highlights from this episode: Show notes page
  • Being raised by a single father
  • Generational differences in risk tolerance
  • Making relationship-building "deposits"
  • Mike's journey into the recruiting business
  • Challenge of the first 90 days
  • How he launched his own firm
  • Optimizing your LinkedIn profile
  • Who is looking at your LinkedIn Profile?
  • Advantage Outplacement: the 45 day career transition program
  • Shooting for meaningful work, not just high income
  • Mike's Profit First Story
 
Guest Links:
 
mike@theexecutiveleap.com
 
www.ascentselect.com
 
www.theexecutiveleap.com
 
Twitter @Mike Sudermann 
 
Podcast https://theexecutiveleap.libsyn.com/rss
 
 
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
 
http://richersoul.com/
 
 
Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
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.
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.
 
 
Oct 29, 2019
Dr. Estes shares how we get addicted and the many different types of addiction. She shares the underlying issues that cause addiction and how to address the underlying root cause. You may be surprised at the addictions you have.
 
Take away: All addictions have the same underlying root causes that we need to address.
 
Action step: Start a journal of your addictions and include your food and mood. 
Money Learnings: She was taught we don't have the money for that from her parents. At 14 she had her life plan for success. 
 
Bio: Cali Estes, Ph.D is an author and highly sought after Addiction Therapist and Life/Corporate Coach who specializes in harm reduction and utilizes holistic approaches to treat addiction, as well as mental conditions holding her clients back from reaching their full potential. She works with individuals, drug and alcohol treatment teams and addiction professionals looking to advance their knowledge base.
 
Dr. Estes has over 20 years experience working with drug, alcohol and foodaddictions. Her deep understanding of drug and alcohol addiction, including the behaviors and ramifications that are associated with it, place her at the top in the field of addiction therapy. Dr. Estes is an interactive, solution-focused Positive Psychologist and Cognitive Behavioral Therapist. Her unique no-nonsense approach of cognitive behavioral therapy, positive psychology and life coaching combine to provide the perfect support for an addict. Dr. Estes’ background in food addictions and the emotional and physical tolls it takes on one’s psyche and physical well-being is highly unique.
 
Dr. Cali Estes is a #1 Best Selling Author on Amazon has been featured on CNN, NBC, CNBC, CBS, FOX News, LA Times, Yahoo! News, Philadelphia Inquirer, Reader’s Digest, Entrepreneur Magazine, MSN Money, Max Sports and Fitness, San Jose Mercury, The Fix, Dr. Drew, People Magazine, Washington Post, Yoga Digest, Reader’s Digest, and more. She was also featured in a riveting documentary about addiction, Gone Too Soon: The Story of Emily Cooley.
 
Dr. Estes is a Certified Masters Level Addiction Professional. She holds a Ph.D from DSU in Psychology and Life Coaching, a Master’s Degree from WCU, and an undergraduate from PSU, International Certification as a Drug and Alcohol Therapist, Master Certified Addictions Professional, as well as 24 certifications and over 20 years of experience as a Personal Trainer, Yoga Teacher, Pilates Teacher, Food Addictions Specialist and Life Coach. Her unique approach to get to the root cause of the problem with each client and relate on a humanistic level makes her desirable in this industry. Dr. Estes is more than a ‘sober coach’. She has a background in clinical and personality psychology, addictions and forensics and has been featured on NBC, CBS, CNN’s Don Lemon, MSN, Dr. Drew Podcast, Washington Post, Fox News, The Los Angeles Times and many more.
 
Highlights from this episode:
  • Cali's desire to have success from a young age.
  • She started her fitness business and grew massively and then lost it all in the recession. 
  • Learn to shift, change and overcome rejection.
  • Her path to the addictions coach. 
  • What's the root cause of the problem? The addiction is the solution to that problem. 
  • What's your purpose and passion in life?
  • The rat park study on addiction and happiness.
  • Why unfulfillment leads to addictions.
  • How to figure out what you want in life.
  • How food affects us. 
  • How the chemicals in food cause cravings. 
  • Food addiction coaching program. 
  • Creating a healthy food environment at work. 
  • Why diets fail.
  • What to do when you fall off the path.
  • Are pills ever the answer?
  • How to break a smoking addiction. 
  • People want a quick fix. However it takes time. 
  • Good addictions?
 
https://caliestes.com
https://theaddictionscoach.com/
Phone 800-706-0318

 

Click here for more information on Dr. Cali Estes.
Facebook
Twitter
LinkedIn

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.

Oct 22, 2019
Greg Yates shares his journey to massive business success followed by massive personal failure. He teaches us how being broken helped him become a much better man. 
 
Take away: Money is not going to create happiness.
 
Action step: Find the simplest thing and take action on it.
 
Money Learnings: Greg's parents didn't talk about money and school never taught him about money. Greg didn't learn about finances until later in life. Greg has intentional in teaching his kids about money
 
Bio: After more than 30 years in business, owning as many as 14 businesses at one time with hundreds of employees, Greg found himself in denial, without trusted advisors when the Real Estate market crashed. He made decisions that ultimately cost him tens of millions in capital and a year in prison. Going from massive success to the brokenness of failure, Greg came face to face with the False Beliefs that had blocked his decision-making process and left him isolated as a leader. Now, Greg trains high-level teams the 4 essential GETS if they want to Break through the barriers of limitation, and lead a mission of contagious engagement.
 
Greg takes leaders into a training environment he calls The Practice Zone where these four essentials and the HABITS necessary to implement them can be intentionally developed for success.  Greg is the author of 4 books and his 5th book, entitled “Circumstances Lie”, will be released in the fall. His first book, an international Best Seller is titled “Broken, how being broken unlocked the greatest success of my life”.  It details his life, leadership, success and the entire story of his legal battles and prison. It’s a brutal story with extensive details Greg journaled in prison and how his return home sparked the desperate search for a new belief system and significance. 
 
Greg is a speaker, author, trainer, and coach but his ultimate mission is building the “Yates Mastermind”, where Leaders connect, train and network together. Leaders need a place to have conversations they can’t have anywhere else. Greg believes this network would have prevented catastrophic brokenness in his own life and is sharing purpose, passion and potential as the catalyst for exponential Breakthrough in The Yates Mastermind. 
 
Highlights from this episode:
 
  • How Greg taught his kids about money.
  • Greg's journey to building a $100,000,000+ business.
  • Why Greg transitioned out of the business at 37.
  • The 5 areas of life: body, mind, relationships, faith, and finances.
  • The health scare.
  • My personal definition of success.
  • The real estate business growth and crash. 
  • What's the prison experience.
  • Rebuilding life experiences and the book. 
  • Conversations with God.
  • Who is the new Greg?
  • No more head trash!
noheadtrash.com
 
The Book Broken- https://btlm.co/broken-amazon
text - ezbook to 474747 
 
“Overcoming 10 Common Leadership Fears”.  https://btlm.co/fearless
 
https://www.facebook.com/morethanbreakthrough/  
https://www.instagram.com/noheadtrashnation/
https://www.facebook.com/groups/TheNoHeadTrashNation/ 
https://www.linkedin.com/company/noheadtrashnation/ 
https://www.linkedin.com/in/greg-yates-b1737a23/ 
https://twitter.com/btleadership  
https://www.morethanbreakthrough.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 Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Oct 15, 2019
Kimberly Lou shares how she helps top performers such as CEO of large companies, celebrities and professional athletes overcome their belief systems so they can achieve their life dreams.  
 
Take away: Our inner child can hold us back no matter how successful we become.
 
Action step: Create your hour of power to work on your belief system.
 
Money Learnings: Kimberly was the last of 9 kids. Her dad kept earning millions and losing millions. 
 
Bio:  Kimberly Lou is an integrative Life and Corporate Mentor who coaches top CEOs, entrepreneurs, celebrities, and world-class athletes around the world. She helps clients accelerate and thrive through mental focus, emotional fitness and physical training. In addition to Kimberly’s mentoring programs, she is an accomplished author, and a nationally recognized spokesperson for mental health and wellness. With over two decades of experience and extensive education, Advanced Fitness and Certified Wellness Specialist, Kimberly Lou creates attainable solutions using techniques that work at all fitness and wellness levels. Kimberly Lou has helped doctors create programs addressing mental illness, cognitive disabilities, and major addictions, in addition to, facilitating workshops and support groups for clients struggling with cognitive, mental, emotional, drug, and eating disorders.
 
Kimberly’s program is geared towards men and women looking for more than just standard life-coaching, in order to excel at the maximum level of their ability without burning out. She expands the concept of “fitness” to address personal accountability, mindset, nutrition and physical exercise — a fully cohesive approach to sustainable health and success.
 
She has been featured in top tier media outs including ESPN, MTV News, E Channel, MSNBC, Showtime, HBO, Rolling Stone, Marie Claire, Oxygen, Muscular Development, Flex, Muscle and Fitness, American Curves, Physical, and LeMond Du Muscle and more. She is also a published author of three successful books, Nutrition for Your New Age, Hit It and Quit It, and 90 Day Fitness Journal.
 
Kimberly Lou works with clients to help strengthen their energy through the integration of mental, emotional and physical fitness. Using exercise as a tool and a metaphor, Kimberly Lou delivers results to her clients in the fastest and healthiest way possible. She identifies and addresses the core issues that help clients determine what rituals need reorganizing to create a lifestyle and body for lifelong wellbeing and success.
 
Kimberly Lou is currently working on her fourth book, Becoming Who You’re Meant To Be, which is due out October 2019.
 
Highlights from this episode: Episode page
 
  • What is a belief system?
  • How to address your blind spots.
  • Addressing the inner child. 
  • Time famine. 
  • Energy management. 
  • Book - Becoming Who You are Meant to Be.
  • Become more?
  • What do you want?
  • Create the habits you want. 
  • What is meditation?
  • Simple but not easy.
  • Best fuel for your body.
  • Energy vampires.
  • How to get into the flow.
 
 
https://kimberlylou.com/
 
Be sure to follow Kimberly Lou:
Facebook
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YouTube

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.

Oct 8, 2019
Dr. Richard is back to share his new tools to help us create optimum happiness in our life. His new assessment and dream job guide help you to find alignment between your strengths and your work.
You can learn about his backstory in episode 89. Link  
 
Take away: Assessments can help you focus on your strengths and weakness and guide you to the work you love.
 
Action step: Think about what are your values?
 
Bio:  Dr. Richard Shuster is a licensed clinical psychologist and the host of a rapidly growing podcast The Daily Helping  Food for the Brain, Knowledge from the experts, Tools to Win at Life®  he helps listeners become the best versions of themselves. He hosts well-known guests who have followed their passion and have a shared vision of making the world a better place. His show’s movement is to get a million people each day to commit acts of kindness for others and post it on their social media using #mydailyhelping®.
 
Highlights from this episode: Show notes page
 
  • You can learn about his backstory in episode 89.  
  • Near death experiences can sometimes have a negative effect.
  • The mind body connection. 
  • http://everykidrocks.org/
  • The why behind MARS Industries  https://marsassessment.com/
  • Changes in medical practice and insurance reimbursement.
  • POWERS assessment.
  • The power of soft skills.
  • Emotional Intelligence.
  • My results from the assessment. 
 
This is an affiliate link. I am offered a commission if you use it, however you don't pay more.
code richersoul for a free dream job guide when you purchase the assessment. 
 
https://www.thedailyhelping.com/
http://drrichardshuster.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

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Oct 1, 2019

Life and Business on Purpose  

Scott explains how to have clarity in business and life. He shares a simple path to build your plan for business and life.
 
Take away: When you have clarity everything becomes easier.
 
Action step: Write your vision down.
 
Money Learnings: Scott lived all over the country as he was growing up.  He learned about money through his family and Dave Ramsey. His family taught him to stay away from debt. Scott teaches his kids about money and budgeting. 
 
Bio: Scott Beebe is the Founder and Head Coach of MyBusinessOnPurpose.com, and author of Let Your Business Burn: Stop Putting Out Fires, Discover Purpose, And Build A Business That Matters.  Scott also hosts the Business On Purpose podcast sharing real stories of how he and BOP team are actively liberating Small Business owners from the chaos of working IN their business and help them get their lives back by articulating and implementing intentional Vision/Mission/Values, Systems and Processes.   
 
Highlights from this episode: Episode page 
 
  • How different generations look at money.
  • Scott's company, My Business on Purpose.
  • The power of having a coach.
  • Having clarity on your purpose and allowing it to evolve. 
  • Vision, Mission, Values, Systems, Processes
  • Principles versus Strategy.
  • Profit First Model
  • The book, Let Your Business Burn.
  • Most people don't have clarity on where they are going. 
  • Creating systems.
  • Creating a bigger life!
  • Your personal life vision. 
 
https://www.mybusinessonpurpose.com/
https://www.facebook.com/mybusinessonpurpose/
https://twitter.com/scottbeebe
My Business on Purpose Podcast
 

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.

Sep 24, 2019
Cody is on his journey to financial independence. He has a massive head start and shares how he has created his path. He has many income streams and shares how you can create them too.
 
Take away: Learn, create a system and take action everyday.
 
Action step:  Think about how a side hustle can work for you.
 
Money Learnings: Cody's parent's were frugal and taught him the power of savings. They wanted him to learn how to earn money. 
 
Bio: Cody is the co-founder of Gold City Ventures, owner of Fly to FI, and co-host of The FI Show. He left his corporate banking job at age 22 to pursue entrepreneurship full time and now teaches others how to do the same. When he's not talking about side hustling and personal finance, Cody enjoys travel, weightlifting, and disc golf.
 
Highlights from this episode: Episode page
 
Cody got his first job at 10.
The power of saving and compounding. 
How Cody cut the cost of college. 
The four hour work week.
The power of networking through Linkedin.
The power of giving without expecting anything in return. 
The book tour with Grant Sabatier.
Cody's plan to retire at 28.
How to create a side hustle. 
Cody's new courses. goldcityventures.com
 
Twitter: @flytofi     
Facebook: https://www.facebook.com/flytofi
flytofi.com,
thefishow.com,
goldcityventures.com 
arsenaldiscs.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!

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

Show Sponsor: http://profitcomesfirst.com/

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Sep 17, 2019
Scott Weaver helps business owners find success in their business and in life. 
 
Take away: In order to be successful in business, you have to focus on numbers in the business. 
 
Action step: Keep track of your income and expenses and when it will occur.
 
Money Learnings: Scott's family is the farming business. They would sell crops once a year so they had to make the money last. His money learning came from watching his parents run the farm.
 
Bio: Since 2011, Scott has operated his own business consulting company. His background includes experiences as a CEO of a high-tech start-up and many years as an engineer at well-known tech companies. In spite of living in rural Oregon, his success is measured by being married 24 years to a wonderful wife, owns house and cars, time to volunteer-mentor start-up companies, and send kids to private colleges. Scott has personally faced the challenges of running a business and a family at the same time. Scott launched the Arise2Live Podcast with the motivation to share what he learned along the way, so you can reach a place of thriving faster than he did.
 
Highlights from this episode: Episode Page
  • Lessons learned from farming, winter is coming. 
  • Scott taught his kids how to read financial reports. 
  • Lose the battle, win the war.
  • Scott intentionally creates balance in his life. 
  • You have to connect the dots. 
  • Delegate the work you don't want to do. 
  • Overcoming the fear of change.
  • Finding harmony in life. 
 
Website: http://arise2consulting.com
Podcast: http://arise2live.com
Twitter: https://twitter.com/360arise
Linked-in: linkedin.com/in/scott-r-weaver
Email: scott@arise2consulting.com
 
Schedule a quick call with Rocky: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

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

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Sep 10, 2019
Do What You Love, Make More, Work Less
 
Becoming an entrepreneur can provide the freedom and money to live an abundant life. However, most business owners get stuck in running the business instead of creating a business that runs itself.   
 
Take away: Systematize your business so you can work less and make more. 
 
Action step: Get started on delegating one thing. 
 
Money Learnings: Schools don't teach us about money.  Paul grew up in a blue collar family and everyone around them worked for the auto industry. His father ran a flooring business. 
 
Bio: Paul Maskill started his first business in 2011. He was soon working 60-80 hours a week with a business that couldn’t survive without him. So Paul started systematizing everything while empowering a team to run the business better than he could. Before he knew it his revenue doubled to almost $500k while the number of hours he worked dropped below 40. Paul then sold his business for 3x net profit. He’s now back into business ownership with 3 local businesses while also coaching overwhelmed business owners who are hungry to uncover the income and freedom they always knew was possible.
 
Highlights from this episode: Episode Page
  • The power of compounding. 
  • Teaching money lessons to a 3 year old. 
  • Paul's exit from corporate America.
  • How to get your work done in half a day. 
  • Paul's first business.
  • Make more work less. 
  • Get out of the way!
  • Know the numbers of your business. 
  • Profit First
  • The struggles of small business.
  • Learning to systematize your business.
  • Listener question from Caleb. 
  • How to screen potential employees. 
  • Build the culture that you desire.
  • How to create systems. 
  • Focus on your why.
https://www.paulmaskill.com/
Facebook: https://www.facebook.com/BusinessFreedomFormula/
 
Link: https://buildingabetterculture.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

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

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