‘Tis the Season
In the episode I discuss how to enjoy the Xmas holidays w/o going broke and offer a couple practical financial tools / tips to help you.
In the episode I discuss how to enjoy the Xmas holidays w/o going broke and offer a couple practical financial tools / tips to help you.
Yep… I know what you are thinking. It’s not even the end of the year and I’m talking about taxes??!!! Lol. This is the perfect time to discuss taxes. Planning today allows you to fully evaluate, and maybe capture, as many deduction opportunities as possible. Here are a few tax saving ideas for you to consider & discuss with your tax professional.
As the 2022 year comes to an end, the financial markets are poised to offer negative returns. The question is “what do you do now”? This episode is a frank conversation about managing your portfolio during times like these especially if you are a younger investor OR soon to be retired.
A way to create Generation Wealth is by engaging in proper estate planning. This will ensure your hard earned assets are transferred per your last wishes in a cost effective manner, thereby enabling your family to keep more of your assets. In this episode I dive in estate planning, the benefits of it and why it’s right for you to do it!
Most stock market indices experienced a sharp rise during the month of July. It was definitely a welcome sight. But what do you do when it rises so quickly in a short time period? In the episode I talk about the rapid rise, call out our “thinking” when this happens, and discuss how best to respond during times of rapid increase.
Grateful for our speakers Mr. Harrison Gilmer and Ms. Stacy Spears joining the podcast to talk about “Next Level Wealth”. In this episode, I revisit a few key points that I found to be very, very important. Listen up and grow well…..
Creating and maintaining wealth is a hot topic. That’s a good thing because what’s talked about often gets done. In this episode, Harrison, Stacy and I share their unique thoughts on wealth creation and how to have a wealthy mindset.
It’s no secret we all have to make “choices” regarding our personal finances. So… what decisions are you making as you think about your personal wealth? Have those choices led you the right way or astray? In this episode, we talk to entrepreneurs & personal financial wellness coaches Harrison Gilmer and Stacy Spears about how our choices demonstrate our financial integrity and our choices also shapes our ability to be wealthy.
Here are a couple of quick tips for you to consider as you navigate the volatile investment markets and manage your portfolio.
I had some time to reflect on my discussion with Stacey Spears about financial trauma. I decided to share a few thoughts on this important topic and address why we all need to understand it. What you don’t understand, you cannot master. What you do not master, will eventually master you!
We continue our dynamic conversation Stacey Spears turning our attention to how to unlock our wealth potential. The answer to this riddle starts by looking at your past for clues on what may be holding up the financial future you seek…
We are joined by Stacey Spears, CEO of Onionmics. She is a fantastic financial health and wellness coach. In this episode, she delivers ground breaking concepts to challenge our thinking re: personal financial health and wellness.
In the final episode of this series, I discuss using historical stock price movement to determine buying or selling opportunities. In addition, I discuss looking at dividend paying investments to boost total return.
The conversation continues regarding investing in stocks. In this episode I discuss why stock valuation matters, offer a few stock valuation metrics to consider, and talk through how to use this data to find opportunities.
The financial markets have dropped considerably. Despite the down turn, you still should remain invested and keep investing!! In this episode we continue discussing stock research and provide a few tools you can use to evaluate opportunities in this market.
The stock market has had a rough start to the year. During times of high volatility, I am frequently asked the question “what should I be investing in?”. Everyone is different so there is no single answer. However In this episode I will discuss how to evaluate and analysis investment opportunities to empower you to strike when markets are volatile.
Many people start the new year with resolutions or goals. Well I want to challenge you make “saving more” one of your resolutions. In this episode, we will look at what you saved last year (amount and %) and discuss ways to improve your savings rate, even if you have a tight budget. The goal of this episode is simple….to challenge EVERYONE to save more! So accept the challenge…..
In this episode, we continue the discussion about the pressure of obtaining wealth and look closely at anxiety. Did you know anxiety is directly related to your experience with money? We all face anxiety, even with our money. So, let’s talk about it and overcome it.
In this episode we discuss the pressure we face when obtaining and managing our wealth. Pressure is indeed real and must be called out. Unmanaged pressure can lead to a host of health issues (spiritually, emotionally, physically, mentally). So, don’t sweep the idea under the rug, or just blow it off. No - let’s call it out and discuss how to better manage the pressure.
Yes - there are many tools that enable you to do your own taxes. But is that right for you? Are you missing out on potential opportunities? This episode is a dynamic and informative high level personal tax planning conversation with Certified Public Accountant (CPA) and Certified Financial Planner (CF) Tenesha Hartgrove. She provides some great insights for individuals that you do not wish to miss…..
A dynamic and informative high level business tax planning conversation with Certified Public Accountant (CPA) and Certified Financial Planner (CFP) Tenesha Hartgrove. She provides some great insights for entrepreneurs that you do not wish to miss…..
I love the movie “Trading Places”. Not only is it ultra hilarious, but it gives a unique perspective on asset trading strategies and how one can make $$$ trading. Today I’ll review a few essential factors you should consider BEFORE engaging in ANY trading strategy.
Dr Smith works with small businesses to grow their practice and winning funding from angel investors. He provides several key factors that he feels ALL entrepreneurs must habitual focus on in order to succeed.
The summer is upon us. While it brings a lot of fun, it also brings much uncertainty and volatility in the financial markets. In this episode, I discuss how to manage your investment portfolio during volatile times and also discuss the full implications of “buying the market dip” strategy.
Effective networking requires investment. If done right, that investment can reap great reward! No doubt, networking has changed a lot due to COVID. Despite the pandemic, networking is still an essential part of business and life. You need it to make $$ and solid biz moves. Dr. Smith shares a few principles that he offers to his business clients re: making power connections.
Dr. Ramsey Smith is the Managing Director of Geaux Innovation. He specializes in helping small business engage winning strategies to advance in their respective business industry. According to Dr. Smith, sometimes in business, and life, you need to “reimagine, refocus, and pivot”. In this conversation, Dr. Ramsey discussed how he himself needed to “pivot” in his life in order to move toward his fulfilling his passion.
There is a difference between a hobby and a business, especially to the IRS and to potential investors. In this episode I discuss the difference between a Hobby and a business and how the IRS classifies a hobby biz. I also discuss the long-term wealth impact of hobby biz. Don’t get caught in the trap.
Attorney Luke Fedlam, who is a Partner at Porter Wright Morris & Arthur Law Firm and Team Lead of the firms Sports Law Practice, joins the podcast to share thoughts on why it’s important to protect your wealth and share a few thoughts on how to do so.
Attorney Luke Fedlam, a Partner at Porter Wright Morris & Arthur Law Firm and Team Lead of the firms Sports Law Practice, joins the podcast to offer pearls of wisdom regarding the “power of decision” making. In addition, he will share his methodology for making decisions that can impact your future.
Seems like everyone is talking about Bitcoin and digital currency these days. So....why not join the conversation right?! Today I offer a couple of points for you to consider if you hold digital currency and/or are interested in obtaining.