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

Navigating the Boom and Bust Cycle: Insights from a CEO with Dave Liu Part 2

The boom and bust cycle refers to the pattern in capitalist economies where they experience contraction following a period of growth, and then subsequently expand again. In this conversation, Bill engages with Dave Liu, who is an Author, Entrepreneur, Investor, Philanthropist, and Founder and CEO of Liucrative Endeavors. They discuss how Dave successfully anticipated and navigated the boom and bust cycle in both his financial and personal life. Furthermore, Dave shares insights into his backgrou...

May 25, 202322 min

Unlocking an Epic Life with Justin Breen: Serendipity & Success

To celebrate my good friend’s 6th year anniversary of getting his salary cut and turning it into a global success, Justin Breen is back to the Retire As You Desire Podcast. Just when Justin thought he had it all figured out, an unexpected twist in his story led him to a chance encounter with a World War II veteran that would change his life forever. What was this twist, and how did it lead Justin down a path toward serendipity and fulfillment? Be sure to tune in. Justin Breen leads the Global Fi...

May 22, 202317 min

Navigating the Boom and Bust Cycle Insights from a CEO with Dave Liu Part 1

The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today. Dave is a 30-Year Veteran of Wall Street ...

May 18, 202320 min

How Stubbornness & Failing Shaped Susan Ibitz into a Renowned Human Behavior Expert

From overcoming dyslexia and autism to becoming a renowned profiler, Susan Ibitz's journey is nothing short of inspiring. But just when you think you know her story, an unexpected twist takes you by surprise. In this episode, Bill and Susan talk about the power of interpreting body language and micro-expressions for impactful communication, discovering her transformative path toward becoming a human behavior hacker and financial consultant, mastering investing principles like buying low, selling...

May 15, 202344 min

Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 2

In this second part of Bill's conversation with Lynn Thomas, CEO of Thomas Consulting, she delves further into the significance of establishing clear boundaries from the start. Additionally, she discusses her recent activities and highlights how having financial stability grants her the freedom to pursue her desired endeavors. With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaini...

May 11, 202314 min

Embracing Personal Growth, Mentorship, and Visionary Investing with Bryan Sweet

If you're feeling the frustration and disappointment of putting in countless hours and resources towards your business' growth through mentorship and branding, only to see little to no progress, then you are not alone! In this episode, Billy shares the mic with Bryan Sweet, an accomplished financial advisor and the mastermind behind Sweet Financial Services. They talk about embracing the indispensable role of personal growth, mentorship, and sustained positivity in life and business, rising abov...

May 08, 202333 min

Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 1

During this episode, Bill has an insightful conversation with Lynn Thomas, the CEO of Thomas Consulting, about the potential future of the workplace. Lynn shares her valuable experiences working with individuals from various generations, ranging from baby boomers to Gen-Zs. Additionally, she provides helpful guidance for leaders who are interested in transitioning their employees from remote work to in-office work. With over 28 years of experience in customer experience and retention, Lynn Thoma...

May 04, 202312 min

Solving Life's Problems Through Unique Ability with Julia Waller

When Julia Waller started her exploration into the unique ability process, she had no idea it would lead her to uncover a hidden world of natural talents and strengths that could be unlocked. Through her dedication and empathetic coaching style, she guides her clients on a journey of self-discovery, helping them to fully realize their potential and create meaningful, lasting change in their lives. But how will this transformational process affect them in the long run? In this episode, Julia take...

May 01, 202336 min

Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 2

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta start...

Apr 27, 202316 min

Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship Part 1

Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals. Mike Malatesta start...

Apr 24, 202322 min

The Power of Enjoying Failure with Nick Nanton Part 2

Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash. From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to...

Apr 20, 202321 min

The Power of Enjoying Failure with Nick Nanton Part 1

Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash. From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to...

Apr 17, 202329 min

Diving Deeper Into An Epic Life with Justin Breen Part 2

Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life. Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide. Breen is hard-wired to seek out and create viral, thought-provoking...

Apr 13, 202312 min

Diving Deeper Into An Epic Life with Justin Breen Part 1

Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Commuications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life. Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide. Breen is hard-wired to seek out and create viral, thought-provoking...

Apr 10, 202313 min

What It Means To Go "Stupid" with Steve Sims Part 2

In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted. For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder...

Apr 06, 202319 min

What It Means To Go "Stupid" with Steve Sims Part 1

In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted. For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder...

Apr 03, 202319 min

Small Practices with Big Results with Chris Voss Part 2

How can you win a negotiation? In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as C...

Mar 30, 202322 min

Small Practices with Big Results with Chris Voss Part 1

How can you win a negotiation? In today’s episode, we are re-airing an episode with the author of "Never Split The Difference" and Black Swan Group owner, Chris Voss. This was a great episode with so many golden nuggets of wisdom that it seems fitting to share it again for our new listeners—and a good review for the old subscribers of this podcast. Bill and Chris talk about the different small practices that can result in huge impacts. They also talk about what it takes to win a negotiation as C...

Mar 27, 202318 min

Why Less is More with Nic Peterson Part 2

We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom. Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operatio...

Mar 23, 202321 min

Why Less is More with Nic Peterson Part 1

We live in a world that is driven by consumerism, where the message is always needing more but never having enough. Today, Bill is joined by the Co-Founder of Mastery Mode, Nic Peterson, as they talk about the concept of less is more. Nic shares why he thinks less is more, how he developed that mindset, and his thoughts on conventional wisdom. Nic Peterson is the co-founder of Mastery Mode, a company that helps business owners, consultants, and service providers worldwide build systems, operatio...

Mar 20, 202322 min

The Value of Your Time with Mark Fujiwara Part 2

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life. Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and r...

Mar 16, 202322 min

The Value of Your Time with Mark Fujiwara Part 1

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life. Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a rspeaker on the missing component of a financial plan. Most of the entrepreneurs and r...

Mar 13, 202321 min

The Life of a Visionary Entrepreneur with Chris Ross Part 2

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters. Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one educa...

Mar 09, 202316 min

The Life of a Visionary Entrepreneur with Chris Ross Part 1

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters. Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one educa...

Mar 06, 202321 min

The Effect of Burnout with Manuel Astruc Part 2

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself. D...

Mar 02, 202314 min

The Effect of Burnout with Manuel Astruc Part 1

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself. D...

Feb 27, 202317 min

Fuel Your Company with Great Teamwork with Shannon Waller Part 2

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years. As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entreprene...

Feb 23, 202317 min

Fuel Your Company with Great Teamwork with Shannon Waller Part 1

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights about teamwork and the success that she’s gained from working with entrepreneurs and their teams over the years. As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entreprene...

Feb 20, 202324 min

Why Is It Important To Find Collaborators with Dave Zumpano Part 2

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his leg...

Feb 16, 202317 min

Why Is It Important To Find Collaborators with Dave Zumpano Part 1

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave’s business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his leg...

Feb 13, 202321 min
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