พอดคาสท์ Solopreneur Advisor ชั้นนำ (2024)

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Why You Should Not Buy Life Insurance 27:25

2d ago27:25

27:25

Are you prepared to uncover the truth about life insurance? It's not just about avoiding unnecessary expenses; it's about securing your financial future! In today’s episode, I dispel the myths and clarify the misconceptions surrounding life insurance. I delve into the reasons why you might not need to buy life insurance, the different types of poli…

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10 Things That Are A Complete Waste Of Your Money 31:38

6d ago31:38

31:38

Do you ever feel like you're just throwing money away? It’s time to stop the madness and take control of your financial future! In today’s episode, I dive into 10 things that are a complete waste of your money and how you can avoid them. From the education that doesn't pay off, to the hidden costs of high bank and investment fees, I cover it all. I…

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Ep #395: Attracting and Retaining Top Advisors with Caleb Brown 1:01:36

6d ago1:01:36

1:01:36

We dive deep into the entrepreneurial journey, discussing the realities of training and mentoring talent, and the inevitable challenge of team members moving on. We explore how perfecting your firm's story, values and mission not only draws in clients but also helps you attract the best talent. Caleb shares valuable insights, including key stats on…

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Financial Advisor Reveals the Worst Things To Do with Your Money 32:37

9d ago32:37

32:37

Understanding how to smartly handle debt can drastically change your financial well-being and reduce stress in your life. In today’s episode, I tackle some of the worst financial decisions you can make and how to avoid them. From the pitfalls of over-leveraging in real estate to neglecting your investment portfolio, I break down what you should ste…

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How Much You Should Save In Your 401K (By Age) 38:51

13d ago38:51

38:51

Are you ready to take control of your retirement savings and ensure you're on the right path to financial freedom? In today’s episode, I dive into the crucial topic of how much you should save in your 401K by age, drawing insights from a comprehensive 23-year Vanguard study involving 5 million participants. Whether you're just starting your career …

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Watch out... 5:18

16d ago5:18

5:18

Morning Creative is over, but Mark can't hep but make a daily show. So here next week you'll start getting episodes of his new daily diary, This Podcast is Exactly* 8 Minutes Long. If you want that in your life, you need do nothing. If you don't want it, that's probably wise, and you can unfollow this feed. Otherwise, if you want to keep tabs on Ma…

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6 Levels Of Thinking If You Want To Get Rich 21:39

16d ago21:39

21:39

Ready to elevate your thinking and unlock the path to financial freedom? In today’s episode, I dive into the six levels of thinking for those who want to get rich. It's not just about the tactics or the strategies; it’s about shifting your mindset. I outline each of the six levels, from survival thinking to legacy thinking, and discuss how masterin…

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Do THIS If You're Feeling Poor 20:49

20d ago20:49

20:49

Do you feel trapped in a job that isn't fulfilling you? Do you feel like there's more you could be doing with your life and your finances? If so, you're not alone, and this episode is for you! In today’s episode, I unveil a powerful framework that has transformed the lives of many of my clients and myself - the Entrepreneur Transition Formula. I'll…

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Ep #394: How to Lead a Passion-Driven Ensemble Firm: An Interview with Jason Speciner 56:51

21d ago56:51

56:51

In this episode, we welcome Jason Speciner, founder and CEO of Financial Planning Fort Collins, or FPFoCo, a comprehensive financial planning and tax preparation firm based in Fort Collins, Colorado. Jason, who last appeared on the show in 2019, returns to share exciting updates on his firm’s growth, the evolution of his team, and the challenges th…

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Once you learn these money lessons, you will never be poor again 33:42

23d ago33:42

33:42

Are you ready to discover the money lessons that can change your financial future forever? It's not just about making money; it's about creating a life you love and achieving true financial freedom! In today’s episode, I dive into the essential money lessons that transformed my relationship with finances and put me on the path to wealth. I emphasiz…

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The Stock Market Collapse Is Not As Scary As You Think 33:09

27d ago33:09

33:09

Are you worried about the recent stock market decline? Don't panic, I've got you covered! In today's episode, I share my perspective on the current market situation and provide proactive strategies for navigating these turbulent times. I discuss the factors contributing to the decline, such as disappointing earnings reports from major companies and…

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How Much Should Your Net Worth Be? (according to your age) 27:48

1M ago27:48

27:48

Are you wondering where you stand on your wealth journey and if you're on track to achieve your financial goals? It's a question that haunts many of us as we navigate the path to financial freedom. In today's episode, I dive into the concept of net worth and break down the numbers based on age, so you can see how you measure up. I reveal the latest…

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Investing $10 a day for 5 years. Here's what happens… 16:50

1M ago16:50

16:50

Ready to see the power of investing just $10 a day? You won't believe how it can add up over time! In today's episode, I take you through the math to show you what happens when you invest a small amount consistently over 5, 20, 25 and even 30 years. I compare investing in VOO (an S&P 500 index fund) vs VTI (a total stock market fund) to demonstrate…

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Ep #393: How Focusing on a Niche Allows You to Love Your Work: An Interview with Ashley Foster 55:55

1M ago55:55

55:55

In this episode of XYPN Radio, we welcome back Ashley Foster, CFP®, founder of NXT:GEN Financial Planning. You might remember Ashley from Episode 321 in 2021, where he shared his journey transitioning from the insurance industry to the fee-only financial planning world. Today, Ashley gives us an inside look at the firm he built, which now serves ov…

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Financial Armageddon is coming. Here's how you prepare... 28:56

1M ago28:56

28:56

Are you worried about financial Armageddon and how to protect yourself? Don't panic, I'm here to help you prepare! In today's episode, I share my thoughts on the current state of the economy and what it means for your financial future. I break down the factors contributing to economic uncertainty, from high debt levels to market volatility. But mor…

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You can build wealth even if you're in debt... here's how 19:52

1M ago19:52

19:52

Are you wondering if you should start building wealth even if you're in debt? You're not alone! It's a common question with a not-so-simple answer. In today's episode, I dive into the complexities of managing debt while investing for your future. I explore the two personality traits of all debt, the importance of having a debt payment plan, and why…

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For Those Who Are Obsessed With Getting Rich 26:47

1M ago26:47

26:47

Do you dream of financial freedom and living a life of choice? It's not only about making money but also about making the right choices! In today’s episode, I dive deep into what it takes to truly achieve financial liberation and live a rich, fulfilling life. I explore the behaviors, choices, and decisions that contribute to wealth creation. From p…

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Buy THIS To Become Rich in Your 20s (and beyond) 28:49

2M ago28:49

28:49

Want to know the secrets to becoming rich in your 20s and beyond? It's not just about working hard; it's about making smart investments and life choices that set you up for financial liberation. In today’s episode, I dive deep into the eight critical investments I would make if I could go back to my twenties. From maximizing your 401K match to the …

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Ep #392: Making The Transition From a Broker Dealer to Launching Your RIA 51:43

2M ago51:43

51:43

In this episode of XYPN Radio, we sit down with Jamie Lima, CFP®, CDFA®, MBA, an XYPN Ambassador, and the founder of Woodson Wealth Management and Allegiant Divorce Solutions, two virtual firms. Jamie's journey is a testament to his entrepreneurial spirit, having transitioned from managing 450 households at large wirehouses to founding his firm ami…

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Is it too Late for You to Get Rich? 23:01

2M ago23:01

23:01

Ever wondered if it's too late for you to achieve financial freedom and get rich? I've got you covered in today’s episode! Join me as I dispel the myth that it’s too late to build wealth. I share insights on how to get started no matter your age or stage in life. From the importance of running your own race to practical steps in investing and wealt…

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Investing Should Not Be Fun... Here's Why 22:08

2M ago22:08

22:08

Are you ready to discover why investing should not be fun if you want to ensure financial success? It's not just about making decisions that feel good, it's about securing your future! In today’s episode, I delve into the critical differences between investing and gambling, emphasizing why emotional decisions can lead to financial disaster. I share…

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401k Mistakes You Didn't Know You Were Making 22:30

2M ago22:30

22:30

Ever wondered if you're making some major mistakes with your 401(k)? You could be losing out on free money or taking on dangerous risks without even knowing it! In today's episode, I dive into the top five mistakes people make with their 401(k) plans and how to steer clear of them. I discuss the importance of participation, the perils of being over…

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5 Things You Should Quit To Simplify Your Finances 26:16

2M ago26:16

26:16

Are you ready to simplify your financial journey and remove the complexities that hinder your path to financial freedom? In today’s episode, I break down five key things you should quit to simplify your finances and achieve consistent wealth building. I dive deep into the pitfalls of meme, trend, and fad investing, and why emotional, speculative de…

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Ep #391: Taking Risks and Loving the Process - How the Valor Team scaled to over 100 Clients 58:28

2M ago58:28

58:28

In today’s episode of XYPN Radio I am thrilled to have Ed Smith and Amanda Lique of Valor Wealth Partners on the show. Valor Wealth Partners specializes in serving civilian federal employees and handling their complex financial situations. Ed and Amanda are here to share their journey of building their firm from the ground up. We dive into the orig…

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Finance Secrets Accountants Know That Most People Don't 20:52

2M ago20:52

20:52

Ever wondered what financial secrets accountants are hiding? It’s not just about earning more—it’s about making smarter money moves! In today’s episode, I dive deep into seven financial secrets that accountants and advisors know but most people don't. I share insights from decades of experience as a financial advisor, revealing the behaviors and ha…

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Why Most Business Owners Will Never Be Rich 26:41

2M ago26:41

26:41

Are you ready to understand why most business owners will never be rich and how you can avoid their mistakes? It's not just about running a business; it's about building real, sustainable wealth! In today’s episode, I reveal the common pitfalls that keep entrepreneurs from achieving true financial freedom. I discuss why focusing solely on revenues …

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Why Staying Rich Is Harder Than Getting Rich 32:42

2M ago32:42

32:42

Are you ready to uncover the secrets to not just getting rich, but staying rich? The journey doesn't end at accumulation; it extends into protection and preservation! In today’s episode, I dive into the often-overlooked challenges of maintaining wealth after achieving financial success. I emphasize the importance of protecting your fortune against …

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9 Financial Goals You Must Hit By 40 29:51

3M ago29:51

29:51

Do you know if you're hitting the right financial goals by the time you're 40? It's about more than just making money—it's about setting a solid foundation for the future! In today’s episode, I break down the nine essential financial goals you should aim to achieve by age 40. We'll explore why your forties are the "millionaire's decade" and address…

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Ep #390: Leveraging Lived Experience to Serve Business Owners 55:48

3M ago55:48

55:48

In today’s episode we are joined by John Bovard, CFP®, founder and CEO of Incline Wealth Advisors, a thriving wealth management firm based in Cincinnati. John launched his firm in 2020, just before the pandemic, and has impressively grown it to serve over 75 clients with a dedicated two person team supporting him and the firm’s continued growth. We…

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35 Years of Brutally Honest Financial Advice In 57 Mins 59:41

3M ago59:41

59:41

Are you ready to dive deep into brutally honest financial advice? It's not just about making money, it's about creating a life rich in time, talents, and treasures! In today’s episode, I take you on a journey through the key principles of financial empowerment. I share personal stories, including my son Jeremy's inherited gifts and my own battle wi…

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Change Your Finances in 6 Months (This is How to Make it Happen) 25:04

3M ago25:04

25:04

Are you ready to change your finances in just 3 months? It's not just a goal, it's a game plan! In today’s episode of the TAE Show, I break down the steps you can take to transform your financial trajectory in just 90 days. We go through eight actionable items that fit into a weekly plan, so you can get control of your money and move closer to fina…

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Money Lessons I Know at 62 I Wish I Knew at 32 35:20

3M ago35:20

35:20

Do you ever wish you knew at 32 what you know at 62? It's not about regrets; it's about turning life's lessons into actionable wisdom! In today’s episode, I share the money lessons I’ve learned over 62 years—insights I wish I had at 32. We dive into living your own dreams, and not someone else’s. You’ll hear why accepting and learning from your mis…

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My Brutal Advice To Someone Who Wants Financial Freedom 22:35

3M ago22:35

22:35

Do you dream of financial freedom but find yourself drowning in debt and money stress? It's time to break free and claim what’s rightfully yours! In today’s episode, I share my brutal, no-nonsense advice on achieving financial freedom. I delve into the societal taboos around money, the misconceptions that hold us back, and the steps you must take t…

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Ep #389: Going Full-time as a Solopreneur with Linden Cornett 51:11

3M ago51:11

51:11

We are thrilled to welcome back Linden Cornett, the founder of Seagrass Financial. Linden holds the honor of being the first guest to return three times over our eight-year journey at XYPN Radio. Many recent guests have mentioned Linden as a role model within our community, and for good reason. As a proud solopreneur, Linden has masterfully built s…

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What It's Like To Have An Automatic Money Machine 26:23

3M ago26:23

26:23

Ever wondered what it’s like to have an automatic money machine? In today's episode, I dive deep into the concept of creating a money machine that can separate your ability to earn from the direct effort it takes to earn. Join me as I share pivotal moments from my life that led to this revelation. From witnessing my hero, my father, struggle with f…

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How to Save YOUR First $100k (My Savings Framework) 20:34

3M ago20:34

20:34

Are you ready to build your first $100,000 in wealth? It's not just a dream—it's doable with the right framework! In today’s episode, I dive deep into the strategies you need to save your first $100,000. I explain why the initial hundred thousand is the hardest to accumulate and how it accelerates from there. Then, I introduce my WEALTH framework—w…

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