Building a successful career in an incredibly competitive real estate market doesn’t happen by accident, especially when your area of expertise is luxury residential real estate. Today’s guest has climbed to the top and is recognized as one of Arizona’s top real estate advisors. As you’ll hear, tremendous success doesn’t happen without developing great partnerships and long-term relationships. Adrian Heyman is a Real Estate Advisor at The Agency, a luxury real estate firm in Scottsdale, AZ. Adri...
Mar 22, 2024•48 min•Season 2Ep. 83
Making the entrepreneurial leap and leaving Corporate America to create your own business is more than a leap of faith. Most new business owners face trials and tribulations along the way. But those who stick with it and believe in themselves can achieve the growth that makes them a success story worth celebrating. Today’s guest is Shannon Breen, and he has a success story that is definitely worth celebrating. Shannon is the Co-CEO and founder of FreightVana , a digital logistics partner powered...
Mar 08, 2024•49 min•Season 1Ep. 82
It’s very easy to rack up credit card debt. It’s much more difficult to pay it off and considerably tougher to set yourself up for long-term financial success, to make good long-term decisions, or to avoid falling into classic pitfalls managing debt–especially for younger generations entering the workforce. I’m thrilled to share this conversation with Anne Lester. Anne is a retirement expert, speaker, media commentator, and author of a new book titled How to Save Smart Now for the Future You Wan...
Feb 23, 2024•48 min•Season 1Ep. 81
Today, I’m joined by Joe Apfelbaum. Spoiler alert! This episode is jam-packed with energy and passion. If you’re interested in how AI, ChatGPT and LinkedIn can be used to its full potential to grow your businesses, this episode is for you.. Joe Apfelbaum is an accomplished author, speaker, Certified Google Trainer, and the Founder and CEO of Ajax Union. Joe is a B2B marketing and LinkedIn Expert who has helped over 1,100 clients with digital marketing and getting the most out of LinkedIn. In our...
Feb 09, 2024•50 min•Season 1Ep. 80
Anyone living in Arizona, Nevada, or Utah has likely seen the TV commercials and the billboards for Andrew The Home Buyer. Today, you’ll get a glimpse of the man who created the company that keeps growing year after year. Kyle Wyloge is a serial entrepreneur and the Founder of Andrew the Home Buyer . After several years of grinding in real estate and building his sales team, he decided to create a TV commercial in 2019. This became a pivotal moment in their growth and marketing strategy with mor...
Jan 19, 2024•44 min•Season 1Ep. 79
It’s fair to say that our education system is flawed, but that’s especially true when it comes to educating kids about money. Financial literacy still isn’t being taught in schools no matter how much we talk about it–and what you do learn is the same stuff that was being taught 20 or 30 years ago. Today’s guest, Vince Shorb, is on a mission to change that. He’s the CEO of the National Financial Educators Council. After spending 15 years in financial services, he’s developed over 2500 financial e...
Jan 05, 2024•43 min•Season 1Ep. 78
Building online businesses is tough–and closing that first deal can make or break your business. So many of us have been there, but today’s guest found a way through–and he’s here to talk about how he did it. Brian is the co-founder of Rotive , a Salesforce partner that helps small businesses automate their processes through the power of Sales Cloud & Pardot. Brian started with Salesforce in his college days, working in sales and eventually becoming an account executive. In today’s episode, ...
Dec 08, 2023•43 min•Season 1Ep. 77
I’m thrilled to share this conversation with a truly remarkable guest, Travis Rosbach. Travis is a serial entrepreneur, author, coach, speaker and consultant. From his humble beginnings, being raised in a home with very little money to the incredible entrepreneurial journey that has included time as a scuba diving instructor to driving yachts and flying planes, he’s come a long way. Among his many accomplishments, Travis is the inventor and founder of Hydro Flask, one of the largest internationa...
Nov 10, 2023•47 min•Season 1Ep. 76
On at least one occasion in your life, you’ve probably heard someone say “Your health is your wealth.” But in practice, what does that really mean? How does holistic health and spirituality impact our wellbeing, and what can we do to live longer, happier lives? I’m thrilled to have Dr. Meghana Thanki on the podcast to help answer these questions. Dr. Thanki is a naturopath who specializes in Ayurvedic medicine, a yoga teacher, the owner of Second Nature Clinic, and the author of The Ayurvedic Le...
Oct 13, 2023•45 min•Season 1Ep. 75
A song is a powerful thing. In just seconds, it can take us back to extremely specific memories–where we were, who we were with, what we felt, and what mattered most to us in that very moment. And in our modern world, we’re always struggling to forge deeper, more emotional bonds with everyone around us. Today’s guest, Brian Mohr, understands that well–and is here to talk about his new startup, anthym. He’s working to use music to help culture-driven organizations create and nurture meaningful re...
Sep 22, 2023•58 min•Season 1Ep. 74
Imagine that you’re a few years away from retiring, and you just found out that you’ve been laid off. You’ve been putting money away as best you can, and now you’re really not sure if it’s enough. What do you do? In today’s episode, Andrew Rafal provides a quick list of actionable steps that you can take immediately to better understand what your financial situation looks like, what pre-retirees should consider after losing health benefits and how to get the most out of your 401(k) as you make t...
Aug 25, 2023•12 min•Season 2Ep. 2
When it comes to finding purpose and building wealth, few things matter more than estate planning. While putting it off to tomorrow might seem fine in theory, it could eventually lead to the government making big decisions that could affect your legacy. That’s why I’m thrilled to introduce you to Allison Kierman. Allison has been an estate planning attorney for nearly 20 years, and she has extensive experience helping people understand their goals and the best way to transfer their wealth and le...
Aug 11, 2023•42 min•Season 2Ep. 1
When we look at 2022 in the rearview mirror, many of us will remember it as a year of inflation, volatility, and extreme uncertainty. So, in the midst of a massive market contraction and financial upheaval, what can you do to ensure you don’t run out of money–especially when it comes to your Social Security? To help me answer that question, I’m thrilled to welcome Professor Larry Kotlikoff back to the podcast. Larry has written over 19 books, and has a passion for helping people make smart, soun...
Nov 24, 2022•1 hr 1 min•Season 1Ep. 71
In today’s episode, we’re talking about Qualified Charitable Distributions (QCD). We’ll be digging into how they work, the do’s and don’ts, and how to make them work for you. And to help leverage QCDs in the best way possible, I’m thrilled to welcome Sarah Brenner to the podcast. Sarah is an IRA Educator and Retirement Distribution Planning Professional. She’s worked with Ed Slott and Company for 7 years and brings over 20 years of experience to this extremely complex field. She’s trained thousa...
Oct 06, 2022•24 min•Season 1Ep. 70
If you own a home, it’s probably one of the most valuable assets–if not the most valuable asset–in your portfolio. However, it isn’t always the easiest to extract value from. Today’s guest, Matthew Sullivan, is working to change that. He’s the founder of QuantmRE, where he helps homeowners unlock their equity without taking on any additional debt. He’s also creating new opportunities for investors to invest in the equity in those homes–and is expecting over $1 billion to be created or invested i...
Jul 28, 2022•48 min•Season 1Ep. 69
How do you make the most of the guidance and advice out there, especially if you’re a business owner, and get a clear sense of where you’re going to be in three, 10, or even 20 years? Today, I’m excited to talk to the wealth mentor himself, Jackson Millan. Jackson has spent his entire career shaking up the wealth industry. He’s crafted his very own values-based advice model based on what he learned growing up, and he has a deep understanding of how to think effectively about the long term. In th...
Apr 27, 2022•50 min•Season 1Ep. 68
One of the issues with our current education system is that we aren’t teaching students about personal finance and investing. So how can we develop and improve financial literacy, especially among younger students? From learning how to invest, understanding the basics of the stock market, and how to effectively save money, it can be pretty overwhelming. My guest today is Myles Gage. He’s an entrepreneur who has been teaching his students about these topics for years. He’s one of the co-founders ...
Jan 21, 2022•41 min•Season 1Ep. 67
We’re all leaders. Even if you don’t own a business, many people lead families, Little League teams, volunteer organizations, and all sorts of other groups–and leadership has changed drastically in the last 40 years. Unfortunately, leadership isn’t something they teach in school, and the consequences are enormous. Today’s guest, Wade Thomas, has spent 20 years in the corporate world as the head of human resources for a large company–and he says 70% of American employees are unhappy in their jobs...
Jan 07, 2022•44 min•Season 1Ep. 66
Few of us have ever experienced anything like the turmoil and upheaval of the last two years. We’re all feeling the impacts of longevity, inflation, taxes, and frustrating decisions by our government. This means it’s a great time to welcome today’s guest back to the podcast. Larry Kotlikoff brings 35 years of experience to our industry and on January 4th, he’ll be releasing Money Magic: An Economist’s Secrets to More Money, Less Risk, and a Better Life , where he digs deep into what people do wr...
Dec 09, 2021•1 hr 1 min•Season 1Ep. 65
As business owners, your goal isn’t just to build wealth–it’s to find purpose and create a real legacy. However, so many entrepreneurs make the same mistakes, day in and day out, leaving them undervalued and stressed out–and these errors take a toll that gets worse with every passing year, especially as you head toward retirement. Author Jim Muehlhausen has learned this well. Over the course of over 11,000 coaching sessions with business owners, he’s come to understand not only the fatal errors ...
Sep 28, 2021•46 min•Season 1Ep. 64
At Bayntree, a lot of the small business owners and solo employers we work with start asking us one question as we get closer to the end of the year: what can I do to help save for retirement? There’s no right answer for everyone–in fact, it’s a bit of a mixed bag. There’s a lot of options, and you’ll need to talk to your advisor or CPA to come up with a plan that works well for you. Here to shed some light on this topic is my good friend and mentor, Brian Hartstein. Brian is the Director of Cor...
Sep 02, 2021•31 min•Season 1Ep. 63
Whether you’re an entrepreneur, a business owner, or a solopreneur, YouTube can be an invaluable resource. It’s the second most trafficked search engine in the world with over 2 billion users logging in each month. Its algorithm has the power to make and break careers–and in a number of unique ways, it can help you create a hugely memorable brand and reach customers. Sagi Shilo knows this well. In the last five years, he started Tech Gear Talk , where he’s amassed nearly 300,000 subscribers and ...
Aug 03, 2021•57 min•Season 1Ep. 62
If you’re getting close to 50, you’re well on your way to retirement. You’ve got situations to look at, several possible mistakes you’ve already made, and some time to solve them–but the longer you wait, the worse the damage might be. Though today’s episode was made with the Gen Xers in mind, there is plenty of advice that will work for those of you who are 45, 40, or even 35. It’s all about formulating a plan based on where you are in your life and your career, when you want to retire, and how ...
Jun 11, 2021•25 min•Season 1Ep. 61
A lot of people mistake “tax-deferred” for “tax-free.” This can be beneficial in the short term, but can ultimately leave you owing more on higher balances at higher rates. But what if, in some cases, the best course of action is to take advantage of the low tax rates available right now, so you can grow your money 100% for you - and not Uncle Sam - for the rest of your life? My guest, Ed Slott, makes the case for this in his new book, The New Retirement Savings Time Bomb: How to Take Financial ...
Apr 21, 2021•58 min•Season 1Ep. 60
We all talk about estate planning, and most of us think of it as something we’ll get to next year. Why? It’s simple: estate planning forces us to admit we’re not invincible. For so many of us, it takes a major milestone or a tragic event to get our ducks in a row, and that’s not a good way to plan, no matter how old you are or what stage of life you’re in. This is why I’m excited to introduce you to Kirsten Howe. Kirsten has spent over 20 years as an estate planning attorney. At her company, Abs...
Apr 03, 2021•54 min•Season 1Ep. 59
Whether you’re a startup, a mature company, or a mom-and-pop, without the right marketing and messaging, you are destined to fail. Amanda Rabideau has spent her entire career helping businesses of all sizes avoid this fate. She’s the founder of Arch Collective, where she helps companies create marketing plans and strategies to reach their ideal clients. Today, Amanda joins the podcast to talk about the benefits of hiring a fractional CMO instead of an in-house specialist, how to get multiple tal...
Mar 19, 2021•56 min•Season 1Ep. 58
For so many people, just hearing the word “timeshare” brings chills, angst, and anger to the surface. There are 10 million timeshare owners out there, and as many as 80 percent of them aren’t just unhappy with what they purchased - they don’t know how to get out of it. If you’re one of the many unsatisfied timeshare owners looking for an exit (or know someone with a timeshare horror story), today’s episode is for you. I’m talking to Allie Olson, the CEO of Give Up My Timeshare , where she is rev...
Feb 26, 2021•45 min•Season 1Ep. 57
Whether you’re an individual working for a company or a business owner, you need to understand your 401(k). Along with Social Security, your savings, and a few other key assets, your 401(k) is probably going to be the single most important account you have. Today’s guest, Brian Hartstein , is the Director of Corporate Development here at Bayntree. For nearly 30 years, his passion has been retirement planning, and he has extensive experience answering all kinds of tough questions about 401(k)s. I...
Feb 19, 2021•35 min•Season 1Ep. 56
Whether you’re an executive speaking in front of your colleagues, an entrepreneur leading a sales presentation, or even just talking with your friends, at some point or another, you’re going to have to speak in public. If you’re like a lot of people, it might terrify you – and the COVID-19 pandemic requiring almost all of our meetings to be virtual probably hasn’t helped. Fortunately, there are self-proclaimed speech geeks like Terri Sjodin out there in the world to help us improve. Terri has sp...
Dec 23, 2020•54 min•Season 1Ep. 55
Do you want to give more, but feel like you need hundreds of millions of dollars to be a great philanthropist? Are you wondering how to be a more effective giver in your community and the world at large? Are you wondering how to teach the younger generation the value of giving? If so, today’s episode of the podcast is for you. On this Giving Tuesday, we’re doing a show all about philanthropy. Our guest, Kris Putnam-Walkerly, has spent over 20 years advising families, individuals, and Fortune 500...
Dec 11, 2020•55 min•Season 1Ep. 54
