Retire As You Desire - podcast cover

Retire As You Desire

Navigating the ever-changing waters of life can be rough, but when it comes to retirement you don’t need to do it alone. The Retire As You Desire Podcast asks those hard questions regarding finances in preparation for your retirement with Bill Bloom RICP®, principal of Bloom Financial Company and your host. Join Bill, a money simplifier, each week by discussing intentional questions to propel you toward your desirable retirement. Understanding retirement does not have to be difficult. If you understand, then you will make better decisions on how to have a happy and successful retirement for you and your family. There is one life to live--so take the helm, plan ahead, ask questions, and tune in with Bill on the Retire As You Desire Podcast! For a list of important disclosures, please visit my website at bloomfinancialco.com. Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.
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Episodes

The WinBack Program with Dan Pfister Part 2

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients. Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies. In total, they’ve generated over 50,000 custome...

Feb 09, 202316 min

The WinBack Program with Dan Pfister Part 1

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients. Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies. In total, they’ve generated over 50,000 custome...

Feb 06, 202316 min

When Value Begets Value with Yakup Özkardes-Cheung Part 2

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well. Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he crea...

Feb 02, 202310 min

When Value Begets Value with Yakup Özkardes-Cheung Part 1

In this episode, Bill invited Entrepreneur, Content Marketing Manager, and one of the pioneers in the Content Creation industry, Yakup Özkardes-Cheung. They talked about his journey in the industry, the projects he’s currently working on, and the importance of giving value to people so you can receive value as well. Yakup started as a journalist and worked for different newspapers, TV stations, magazines, and online platforms, especially as a digital editor. As Content Marketing Manager, he crea...

Jan 30, 202312 min

The Art of Improvisation with Erin Diehl Part 2

When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation. Erin Diehl is a graduate of Clemson University and former experiential marketing and recruiting professional as well as a veteran improviser from the top im...

Jan 26, 202311 min

The Art of Improvisation with Erin Diehl Part 1

When you find your voice, you don't find something new inside of you; instead, you find a little more of yourself. That’s what our guest for today helps her clients “get comfortable with the uncomfortable.” CEO and Founder of Improve It! Erin Diehl shares how she helped countless individuals find their voice through the art of improvisation. Erin Diehl is a graduate of Clemson University and former experiential marketing and recruiting professional as well as a veteran improviser from the top im...

Jan 23, 202310 min

Become A Successful Startup with Jose Ochoa Part 2

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses. José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Con...

Jan 19, 202312 min

Become A Successful Startup with Jose Ochoa Part 1

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses. José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Con...

Jan 16, 202313 min

Successfully Overcoming ADHD with André Brisson Part 2

Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the stories about ADHD and the spectrums associated with it, so it would mean a lot if you shared this episode...

Jan 12, 202312 min

Successfully Overcoming ADHD with André Brisson Part 1

Overcoming any diagnosis is difficult. Imagine doing that after living with undiagnosed symptoms all your life, much like Andre Brisson, who lived with undiagnosed ADHD for 40 years and a large part of his journey as an entrepreneur. Today host Bill Bloom lets Andre share how he overcame his diagnosis and changed his routine, habits, and life through thorough research. We need to spread the stories about ADHD and the spectrums associated with it, so it would mean a lot if you shared this episode...

Jan 09, 202313 min

The Value of Small Incremental Changes with Ken Joslin Part 2

In today's episode, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They dive deeper into the importance of having a strong network and how it evolved for him. He also talks about the Grow Stack Drive event. CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in real estate transactions. He has planted multiple churches and...

Jan 05, 202312 min

The Value of Small Incremental Changes with Ken Joslin Part 1

Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life. CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in rea...

Jan 02, 202316 min

How Do You Grow Your Team Effectively with Damon Burton

In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned, this is a great episode to tune in to. Damon Burton's expertise is more important than ever in helpi...

Dec 29, 202229 min

Do You Know What Your Unique Ability Is? with Julia Waller

Today Bill is joined by Julia Waller, a Team Leader, and Unique Ability Coach at Strategic Coach. They talk about how people can find their own unique abilities and how Julia can help them with it through her coaching. Julia Waller is a team leader and Unique Ability® coach with Strategic Coach®, an organization focused on helping highly successful entrepreneurs and their teams to expand their entrepreneurial freedom. She is the creator and pioneering coach of The Unique Ability® Discovery Proce...

Dec 26, 202248 min

How Core Values Affect Your Organization’s Health with Darius Mirshahzadeh Part 2

Welcome back to part 2 of the Core Value Equation episode with Core Value Evangelist, Darius Mirshahzadeh. In this episode, he talks about his realization after publishing his book, the new project that he’s been working on, Scale M.A.P., and how he can help entrepreneurs scale their business through it. Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ranked #9 on Glassdoor’s list of Top CEOs of Small and Medium Companies in the US. He’s led orga...

Dec 22, 202231 min

How Core Values Affect Your Organization’s Health with Darius Mirshahzadeh Part 1

Core values are the fundamental beliefs of a person or organization. And today, we’re going to talk all about that with Core Value Evangelist, Entrepreneur, fellow Podcaster, and Best-Selling Author Darius Mirshahzadeh. He shares his core values in life and business and his book, The Core Value Equation, from which entrepreneurs and CEOs can get pointers about building the right company culture. Darius Mirshahzadeh is a high-growth CEO, serial entrepreneur, and culture-building mad scientist ran...

Dec 19, 202236 min

How To Write a Book in 90 Days with Stuart Bell

Today Bill speaks with the Co-Founder of 90-Minute Books, Stuart Bell, about publishing and how his business help entrepreneurs build their business and connect with their audience through books. Stuart's marketing and operational experience helped take 90-Minute Books from an idea to an organization that has helped over 800 business owners and entrepreneurs create their greatest lead generation tool. Working closely with the team and our clients to create a simple, friction-free way of getting ...

Dec 15, 202252 min

How To Turn Your Story Into Your Own Personal Brand with Anika Jackson

In this episode, Bill talks to the Founder and Chief Strategist of Your Brand Amplified®, Anika Jackson, about how authenticity can help you create your personal brand and get you the right audience. She also shares tips and strategies to make the best out of your ads and content on any social media platform. Anika is a mother, community volunteer, philanthropist, marketing and communications strategist, and podcast host. As a Marcom executive, she has done it all, including experiential marketi...

Dec 12, 202224 min

The Breadcrumbs of Success with Fredrick Douglas Bussey (Part 2)

Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience. Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge. Find Fredrick and learn about him at: LinkedIn: https://www.linkedin.com/in/fredrick-bussey-icons...

Dec 08, 202211 min

The Breadcrumbs of Success with Fredrick Douglas Bussey (Part 1)

Your mistakes can make you successful. Once you make a mistake, it teaches you to be responsible for fixing them and learning from your experience. Bill welcomes singer, songwriter, and entrepreneur Fredrick Douglas Bussey. Fredrick shared how the mistakes he made paved the way to his success today. He is a self-starter: He tells his story of being broke to growing his wealth and also his knowledge. Find Fredrick and learn about him at: LinkedIn: https://www.linkedin.com/in/fredrick-bussey-icons...

Dec 05, 202211 min

Retirement and Taxes with David McKnight (Part 2)

Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation? Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap. David McKnight has helped put thousands of Americans on t...

Dec 01, 202214 min

What Time of the Day Do You Spend The Most Money?

At what specific time of the day: morning, afternoon, or nighttime, are you scrolling through social media or e-commerce sites and end up mindlessly buying things? Have you ever given this much thought? There might be a pattern there that you haven’t noticed and need to address. Remember that even small purchases can result in massive spending when compounded. Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial....

Nov 28, 20221 min

Retirement and Taxes with David McKnight (Part 1)

Have you heard of America’s fiscal condition? How do you feel about the President’s new tax legislation? Bill talks with bestselling author, podcast host, and business owner David McKnight. Together they talk about the importance of bumping up your tax conversions, the current status of the American currency and its fiscal condition, and what changes David suggests to the fiscal policy if he were in charge and tasked to help with the gap. David McKnight has helped put thousands of Americans on t...

Nov 24, 202216 min

The Little Things Add Up. Here's How...

Life is short not to celebrate our wins—no matter if it is big or small. Most of us forget that being successful also means feeling grateful for your journey. We think that only big goals are worth celebrating. Starting today, challenge yourself to celebrate small victories as well because that’s when you’ll truly find happiness in your success. Appreciate the WHOLE journey. Connect with Bill Bloom Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@...

Nov 21, 20221 min

Living Life Big and Luxurious with Jen Du Plessis (Part 2)

In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to do both simultaneously. Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhe...

Nov 17, 202218 min

Take Time For Yourself

"So don't forget, do the things you love." Do you want to be able to have fun and live life to the fullest? I'm sharing the solution so that you can achieve financial freedom. I'm having a great time on Friday. I went down to the yacht club for lunch, and it was beautiful out. It's so hard to stay within your budget when you see something you want to do, and it's Friday. You have to set goals so you can free yourself up to do the things you love. In this quick episode, you’ll learn how to budget...

Nov 14, 20222 min

Living Life Big and Luxurious with Jen Du Plessis (Part 1)

In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to do both simultaneously. Jen Du Plessis, America’s Mortgage Mastery Mentor, helps mortgage loan officers and real estate agents who are overwhe...

Nov 10, 202217 min

Delaying Gratification is So Important. Here's Why....

Do you have the patience to wait for delayed gratification? Do you have the patience to wait for delayed gratification? "When you give yourself time to have delayed gratification, that's when magical things happen." I want instant gratification, just like everyone else. But when you give yourself time to have delayed gratification, that's when magical things happen. You have to give yourself time to think and allow these things to grow and manifest. And if you're hitting your goals short-term, t...

Nov 07, 20222 min

What It Takes to Run a Business Successfully with Jayson Lowe (Part 2)

Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years and then some. Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and a...

Nov 03, 202216 min

What It Takes to Run a Business Successfully with Jayson Lowe (Part 1)

Do you think being part of a business in any capacity is easy? Well, try being part of 7! Just like the CEO of Ascendant Financial, Jayson Lowe, he makes running multiple businesses seem easy. So today, on The Retire As You Desire podcast, host Bill Bloom lets Jayson share how he has done it all for the past 22 years, and then some. Jayson Lowe is the founder of Ascendant Financial Inc. A visionary, a gifted leader, Jayson has over 22 years of experience as a highly regarded coach, speaker, and ...

Oct 31, 202211 min
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