Imagine ending the year not just with a bang, but with a clear blueprint for your finances. Sounds too good to be true? Not at all! I'm here to share actionable strategies that will change the way you think about and use your money. We've all been there – swiping the card, not sure where the cash flows. But here's the thing: being intentional with every dollar is like a power play in the game of wealth. So, let's slice through our expenses, pump up those savings, and light th...
Dec 25, 2023•44 min•Ep. 187
Today, we're tackling a question that's been coming up quite a bit - the power of HSA accounts. Now, if you've ever wondered just how impactful they can be for your investments and medical care, stick around, and I'll break it down for you. I'm thrilled to dive into today's episode, addressing a question from Kevin about HSA accounts. We'll unravel the layers of this financial tool, discussing qualification criteria, the triple tax advantages it offers, and the...
Dec 18, 2023•22 min•Ep. 186
Choosing between high-yield savings accounts and CDs is a big deal when it comes to planning your financial journey. It's a bit like deciding which road to take on a map—each has its own route, and you want to pick the one that gets you where you want to go most effectively. In this episode, I'll break down the pros and cons of each option, empowering you to make the best decision. We'll explore the difference between CDs (not the ones you play music on; we're talking certifi...
Dec 11, 2023•26 min•Ep. 185
Have you ever wondered if you're truly living a rich life or one that feels bankrupt on the inside? Join me in a thought-provoking episode where we dive deep into the meaning of wealth and fulfillment that extends beyond the surface. This isn't your typical episode. I'll be replaying a mentoring session with one of my elite clients, where we delved into the challenges of business, fulfillment, and life. We explored why focusing only on profits and systems can leave us feeling empt...
Dec 04, 2023•14 min•Ep. 184
The idea of using a Home Equity Line of Credit (HELOC) to pay off your mortgage is an intriguing financial strategy that has gained popularity in recent years. It's often touted as a way to save money on interest and potentially pay off your mortgage faster. But is it the right choice for you? In this episode, I aim to provide a comprehensive and well-rounded perspective on the subject. By doing so, I can help you gain a deeper understanding of the HELOC strategy and its associated implicat...
Nov 27, 2023•21 min•Ep. 183
With tax rates approaching 40-50% in some states, every dollar saved is significant. What can you do right now to reduce your tax bill and keep more of your hard-earned money? In this episode, I share a checklist of 10 impactful tax strategies to consider implementing before December 31st. From reviewing your income and expenses to maximizing retirement savings and potentially converting IRAs to Roth, learn practical tips that may help lower your tax obligation and increase your take-home pay. T...
Nov 20, 2023•47 min•Ep. 182
Are annuities the key to creating wealth and financial security, or are they just another scheme? Get ready as we dive into the world of annuities and uncover the truth behind this controversial financial product. In this episode, I’ll discuss the pros and cons of annuities and the potential pitfalls to watch out for when considering this financial product. We’ll talk about the need for entrepreneurs to create success beyond wealth and how annuities can provide a steady stream of income. I’ll de...
Nov 13, 2023•41 min•Ep. 181
As the year-end is closing in, it's a great time to chat about how to keep more of your hard-earned cash in your pocket. By making some clever money moves before December 31, you can seriously cut down on what you owe when tax season rolls around. In this episode, I’ll guide you through strategic steps to minimize your tax burden. We'll discuss reviewing expenses, verifying classifications, and maximizing deductions. And, we'll delve into the benefits of retirement plans, charitab...
Nov 06, 2023•41 min•Ep. 180
Are you considering taking a loan from your 401(k) retirement account? While it might seem like a quick fix to financial challenges, it's essential to understand the potential consequences. In this episode, I’ll discuss the three most important things you need to know about taking a 401K loan: the automated payment process, the Wealth Priority Ladder, and the potential consequences of not being able to repay the loan. We’ll also talk about how setting up automated payments for your 401K loa...
Oct 30, 2023•31 min•Ep. 179
I get it, trying to wrap your head around life insurance can be pretty overwhelming with all the different choices out there. But let's keep it real and break it down. We're going to figure out what you should really be on the lookout for in a life insurance policy and steer clear of some common mistakes. In this episode, I'll break down the different policy options and dispel the misconception that life insurance is all about making an investment. Even more importantly, I'll...
Oct 23, 2023•27 min•Ep. 178
When you're just starting out, and you're wondering where to invest your hard-earned cash, what do you do? Individual stocks? Mutual funds? Index ETFs? It can be overwhelming, I know. In this episode, we're going to simplify your decision-making process and introduce you to a safe and effective way to build wealth - target date index funds. I’m going to walk you through what target date index funds are, how they're used, why they're important, and when you should use the...
Oct 16, 2023•26 min•Ep. 177
As many of you might know, I just finished my annual Affluent Entrepreneur Experience. It's a live experience that I do, offering free deep-dive training on the processes, the priorities, and the principles of building a money machine, and how to find your path to financial freedom. This year, I've noticed a significant amount of fear, uncertainty, and angst among people when it comes to making decisions about their financial future. In this episode, I want to explore this issue and pr...
Oct 09, 2023•28 min•Ep. 176
As technology continues to reshape the business landscape, entrepreneurs are constantly seeking innovative strategies to stay ahead of the game. This episode offers a deep dive into one such strategy: conversational marketing. I had the pleasure of speaking with Natasha Willis, co-founder of the School of Bots . This fantastic platform has proven to be a game-changer for our business, and I can't wait to share the insights with you. During our conversation, Natasha Willis unveiled a transfo...
Oct 02, 2023•52 min•Ep. 175
It's not uncommon for family members to have differing views and habits when it comes to finances. That said, addressing these differences and finding common ground is important for a harmonious family life. In a recent special episode, I had the privilege of being interviewed by The Good In Media on this very subject, and I'm thrilled to share the insights from that conversation with you. We covered a wide range of topics, including how to navigate discussions about finances with your...
Sep 25, 2023•25 min•Season 2Ep. 174
Have you ever felt a deep longing for more in life? More than just the ordinary routine, but a yearning for greater fulfillment, a stronger impact, and yes, even more wealth? We all have dreams and aspirations that go beyond the ordinary, and sometimes it feels like there must be a secret formula to unlock those desires. Well, the answer may lie within the power of personal branding. One person who understands the value and importance of personal branding is Rory Vaden, a renowned expert in the ...
Sep 20, 2023•41 min•Season 2Ep. 173
Setting out on the path to financial freedom and wealth creation involves a sequence of significant moments that shape how we view things, the choices we make, and the steps we take. These moments, often referred to as "tipping points," can change the trajectory of our lives and guide us towards a path of abundance. Recently had the honor of sitting down with Corene Phelps, the fantastic host of the Super Expander Podcast , where we had a candid conversation about what it truly takes t...
Sep 11, 2023•46 min•Season 2Ep. 172
In this episode of the Affluent Entrepreneur Show, I share highlights from my SPECIAL LIVE training series called the Affluent Entrepreneur Experience. The training focuses on helping you achieve financial freedom by establishing a "money machine." I walk through why building a money machine is the best way to achieve financial freedom. The episode focuses on the priorities, principles, and processes necessary to achieve success as an entrepreneur. It is truly about gaining control and...
Sep 09, 2023•37 min
In this episode of the Affluent Entrepreneur Show, I share highlights from my SPECIAL LIVE training series called the Affluent Entrepreneur Experience. The training focuses on helping you achieve financial freedom by establishing a "money machine." I walk through why building a money machine is the best way to achieve financial freedom. The episode focuses on the priorities, principles, and processes necessary to achieve success as an entrepreneur. It is truly about gaining control and...
Sep 07, 2023•39 min
In this episode of the Affluent Entrepreneur Show, I share highlights from my SPECIAL LIVE training series called the Affluent Entrepreneur Experience. The training focuses on helping you achieve financial freedom by establishing a "money machine." I walk through why building a money machine is the best way to achieve financial freedom. The episode focuses on the priorities, principles, and processes necessary to achieve success as an entrepreneur. It is truly about gaining control and...
Sep 04, 2023•38 min
Buckle up because today we're about to take a ride that will completely change the way you think about money and wealth. I had the privilege of stepping into the guest's seat as my dear friend, Chris Harder, invited me to share my insights on expanding your money thinking. This conversation was so golden that I just had to share it with all of you. We're diving deep into frameworks, uncovering essential steps, exploring the lessons from mistakes, and even crunching some numbers. G...
Aug 28, 2023•32 min•Season 2Ep. 170
In today's episode of The Affluent Entrepreneur Show , we're diving deep into a topic that many avoid but is absolutely crucial for the health and longevity of our relationships: Money conversations. Join us as we unravel why money is often the root of tension in relationships and learn how to approach these conversations in a way that brings unity instead of division. Whether you're in a relationship, aiming to be in one, or just want to be better prepared for the future, this ep...
Aug 24, 2023•14 min•Season 2Ep. 169
Today, we're diving deep into a lesson that shaped not just my business, but my entire life. I'm taking you on a journey back to my roots and sharing a pivotal moment that taught me what true affluence really means. The real gem of this story is the life-changing lesson I learned from my six-year-old son, Jeremy. A simple drawing he made opened my eyes to the fact that while I was working tirelessly to build a successful business, I was missing out on what truly mattered – being presen...
Aug 21, 2023•14 min•Season 2Ep. 167
Life has an uncanny way of throwing unexpected challenges our way. For me, one of the most life-altering moments was hearing those three dreaded words: "You have cancer." It's a phrase that sends shivers down anyone's spine, and I was no exception. Yet, in the midst of the fear and uncertainty that a cancer diagnosis brings, I found an unexpected gift – a revelation that reshaped my perspective on life, money, and purpose. On today's show, I take you on a journey through...
Aug 17, 2023•14 min•Season 2Ep. 166
How often do we hear people say, "If only I had more money, I'd be financially free!" But here's the truth: Having a pile of money doesn't automatically lead to wealth or financial success. Today, we're gonna bust that myth wide open! We're gonna have a good conversation about the common belief that money equals wealth, and why it's far from the truth. And, we'll talk about the big mistakes people make when it comes to managing their money, and why ju...
Aug 14, 2023•13 min•Season 2Ep. 165
Are you confident your financial advisor is giving you all the facts? Well, today's episode is about to uncover some eye-opening truths! For this week's episode, we're going to dive into three essential things your financial advisor might not be telling you, and why it's crucial to know! We discuss the importance of transparency in financial advising, why finding an advisor who aligns with your vision is key, and the critical role of education in the advisor-client relationsh...
Aug 10, 2023•12 min•Season 2Ep. 164
When it comes to handling finances, we often rely on traditional wisdom and strategies to guide our decisions. But here's the thing: those rules don't always apply to entrepreneurs who operate in a dynamic and ever-changing world. That's why in this episode, we’ll dig deep into the limitations of traditional financial advice when it comes to entrepreneurs. We'll talk on the importance of breaking free from the cookie-cutter approach and instead creating a customized plan that...
Aug 07, 2023•15 min•Season 2Ep. 163
It's time to take a closer look at the excuses we often make when it comes to money! These excuses may seem harmless at first, but they can have a significant impact on our financial well-being. Today, we’ll uncover the top seven excuses that are keeping you broke and preventing you from achieving the financial freedom you deserve. We’ll talk about the importance of building a money machine alongside your business machine to achieve financial control. I’ll also share insights on how to avoi...
Aug 03, 2023•48 min•Season 2Ep. 162
Ever wondered what you should be doing with your wealth as you enter your 60s? In today's episode, we're diving into some essential moves you should be making as you enter your fabulous 60s. We'll chat about selling stuff you don't need anymore, like those dusty gadgets, and turn them into cash for some smart investments. Another thing we'll tackle is having enough cash on hand for those unexpected curveballs life throws at us - you know, medical stuff and such. So, incr...
Aug 02, 2023•47 min•Season 2Ep. 161
Layoffs, unfortunately, have become a common occurrence in today's ever-changing job market. It's a tough pill to swallow, but you don't have to let it happen to you without a plan. You hold the power to take control of your situation and safeguard the future for yourself and your loved ones. In this episode, we're going to discuss practical steps you can take to bounce back and thrive after a layoff. We're talking about more than just weathering the storm; we're di...
Jul 31, 2023•32 min•Season 2Ep. 160
Overcoming financial struggles and building a profitable business is not only possible but well within your grasp. Sure, It's gonna be a bit tough, but trust me, with some solid planning, a touch of creativity, and a whole lot of determination, you'll crush those challenges and come out on top! Speaking of triumphing over financial hardships, we have a special guest joining us today, Brandi Mowles, founder of Serve Scale Soar . Brandy shares her personal journey, from struggling with d...
Jul 27, 2023•56 min•Season 2Ep. 159
