He started his investment business in Real Estate, and eventually migrated to Gold investment. Money market (UK) saw some of his publications on gold investing and enlisted Simon to write a column in Gold investing. Opportunities with gold: Invest in gold stocks. Invest in gold – some low and other high risk. A place to look at and download some in…

Eric grew up in a single household – at times with mother and at times with father, quite a poor background. I ended up going to a seminary, became a pastor, planted a church, but took a break to give full attention to entrepreneurship. I learned financial management, but not financial strategies. I’ve had a window washing company, a pressure washi…

Adam Carroll – Host of build a bigger life podcast; curator of master of money.com and founder of the shred method: Personal Background – pathway leading to him doing what he does His family appeared affluent or middle class, but money wasn’t really there. His family was loving and considerate. I used to use my credit card in college, and so I beca…

Beth is the founder and CEO of the At The Core program for launching High School students into College and helping them prepare for the coming life transition. Determining career aspirations, what courses of study will best support a given career: The cost of college: this could be made a broader conversation within the family, for example, discuss…

We come alongside families with students who are speeding toward a transition to college and career. Personal Career Path: Beth was in a sales and marketing career, selling tech products when she stumbled on students preparing to transition to high school, interviewing them as possible sales assistants, and realized they had no framework to make so…

Find the right partner, the right fit, by considering: Capacity to provide the services the client needs Relationships – are you comfortable with each other? Economic fit – does the client understand the cost benefit? What belief(s) do you hold? Resources are there to give you what you always want to be, to help you create capacity to enable you to…

Maxwell Nee, the Managing Partner of OENO Wine & Whisky Investment. He’s a multi-award-winning entrepreneur who earns his investors a recession-proof and market-beating return with wine and whisky alternative investments. Here are the top tips from Maxwell. Take advantage of alternative investments; for instance, wine and whiskey. Consider 28% of h…

Today’s guest is Jason Hamilton who is a fee-only registered investment advisor with over $40 million in AUM. The Keep It Simple Wealth Academy is a program helping 1st generation wealth builders transform their relationship with money and become robust wealth managers. Jason also heads up Family Financial Coaching at his family's nonprofit IDEAL, …

"Get in the Real Estate Game" with Pam Hill Today’s guest is Pam Hill. She is a Harvard and Dartmouth-educated entrepreneur and CEO of a multi-million dollar real estate company, a business and money expert, a podcaster and a blogger, a former Fortune-500 executive, and the founder of My Smart Cousin. Here are the top tips from Pam. “My Smart Cousi…

Managing Life's Risks with Logan Wease Our guest today is Logan Wease, the founder of an online insurance company called “We Insure Things.” He speaks to us today about the importance of the right insurance plan at the right time. There are two categories of insurance that Logan discusses in this episode, and we dive into both. The first category o…

"The Power of Self-Directed Retirement Accounts" with Daniel Blue Our guest today is Daniel Blue, a Forbes contributor, a best-selling author, and owner of a 7-figure business called Quest Education. His company focuses on helping people learn how to make money tax-free, pay off debt, and get capital to grow their businesses. Show Highlights: While…

“The way you think about money determines how you behave and your behavior shapes who you are and how you interact.” — Florian Fritz Florian is the founder of the Money Hero Academy, where he teaches how to create financial freedom by improving: your money mindset money management skills money making skills By 2008 Florian was a “financial advisor”…

“Traditional financial advisors counsel us to plow our money into traditional investments, mutual funds, bonds, insurance, stocks, etc. I no longer take that position” — Chris Miles Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TO…

“We're using innovative ways to do things that are cheaper than the traditional way that people may not have thought of.” — Gordon Stein In today’s episode, we are joined by Gordon Stein. Gordon is a personal finance author, keynote speaker, and blogger at cashflowcookbook.com. Gordon, in his book, spells out certain recipes that can lead anyone to…

“All traders and all investors are looking to improve themselves financially, to level up in their mindset, so that we can bring on more money and make it stick because that's the overall aim.” — Louise Bedford In today’s episode, we welcome Louise Bedford. She is the founder of tradinggame.com, a trading company in Australia. She is a best-selling…

“When you're a business owner, you're building cash flows as well as an asset in that business that you can sell as long as you run it halfway decent.” — Jon Ostenson Jon is CEO of Franbridge Consulting and Capital, a company devoted to serving franchise opportunities, then aligning investors with top-performing opportunities leading some of those …

“We want to make sure that investing is more approachable and accessible for anyone with the same goal; building wealth for the future.” — Axel Thibon In today’s episode, we welcome Axel Thibon to the podcast. Axel has founded a company called Wizest, a platform aimed at making investing accessible, transparent, engaging, and easy. Axel received hi…

“The best part of teaching kids about finances has been the conversations I’ve had with them about their financial decisions.” — Chuck Jaffe In today’s episode, we welcome Chuck Jaffe to the podcast. Chuck is the author of three books titled ‘Getting Started in Finding a Financial Advisor’, ‘The Right Way to Hire Financial Help’ and ‘Chuck Jaffe’s …

“When it comes to investing in real estate, it's not just about buying properties, but also having proper business structures.” - Joseph Griffin In today’s episode, we welcome Joseph Griffin to the podcast. Joseph is the author of Tax Deed Investing and the owner of a business called Tax Deed Wolf Academy. Joseph teaches how to invest in real estat…

“The first step to properly setup a business is ensuring that you are legally compliant in your state, and then also finding a CPA that you can trust to ask about taxes.” - Nissa Savage In today’s episode, we welcome Nissa Savage to the podcast. Nissa is a CPA Mom's franchise owner, and an accountant serving law firms and business owners remotely f…

“When leaders are great human beings, so are their companies.” - Thom Shea In today’s episode, we welcome Thom Shea to the podcast. Thom is a Retired Senior Chief Operator, Navy Seal, a best-selling author and founder of the renowned Leadership Program, Unbreakable Leadership. Thom talks with me about the lessons he learned while serving in the U.S…

In today’s episode, we welcome Jason Wojo to the podcast. Jason is the CEO of Lifeonaire, which is a Christian-based life and business coaching organization dedicated to helping people live truly abundant and prosperous lives. Jason talks about his path to discovering what it meant to live a life of abundance and success. He also talks about his bu…

‘Getting your mind right is the most important part of owning and managing wealth.’ Rebecca Jensen In today’s episode, we welcome Rebecca Jensen to the podcast. Rebecca is a CPA at MaxQTC Incorporated, a business consulting firm focused on family office services. Rebecca has over 25 years of experience as a CPA, and specializes in helping families …

"The real way to determine whether to place investment dollars in a Roth IRA or traditional 401K is to consider your current tax bracket vs. what you think your future (at the time you will withdraw money) tax bracket will be." - Ryan Morrissey In today’s episode, we welcome Ryan Morrissey to the podcast. Ryan is the founder of Morrissey Wealth Man…

“If you're surrounded by people and systems that are draining your battery every single day, I strongly recommend that you silence those and move towards direction of charge, guidance, and positivity.” Judson Burdon In today’s episode, we welcome Judson Burdon into the podcast. Judson is the president of Asphalt Kingdom. It's the top website for as…

“We need to begin to get people more accustomed to having the patience to wait until they have the money to spend.” Natasha Davis In today’s episode, I welcome Natasha Davis in to the podcast. Natasha is the founder and CEO of a company called Impact Branding. She's also an author of several books including ‘Get Grounded, Stay Grounded,’ ‘Unleash Y…

“You want to make sure that if something were to happen to you, your loved ones will be protected and taken care of.” Larissa Steffan In today’s episode, I welcome Larissa Steffan. Larissa helps young professionals to eliminate debt, build wealth and retire early. Larissa talks about the investment options that are available and ideal for her clien…

“It is that drive for personal excellence, that actually helps you create a life of fulfillment, which ultimately ends up being longer, stronger, and more fulfilling.” Joe Templin In today’s episode, I welcome Joe Templin in to the podcast. Joe is an author of a book called ‘Everyday Excellence: A daily guide to growing.’ Reformed physicist, financ…

“If you look at your credit report as a lender would, you will understand why you need to have good credit score.” Nathalie Noisette In today’s episode, we welcome Nathalie Noisette. Natalie is a credit expert and financial strategist, dedicated to providing information for individuals looking to improve their score. She is also the author of a boo…

“Triple bottom line is investing in a way that you do get profit, but you also look after people and you look after the planet as well.” Dionne Payne In today’s episode, we welcome Dionne Payn to the podcast. Dionne is an author, as well as a speaker. She speaks on the topics of ethical property investing, affordable housing, and ending homelessnes…

“Anytime you get a letter from the IRS, answer it, and if you don't understand what they're saying, ask for clarification.” Charles Read In today’s episode, we welcome Charles Read to the podcast. He is the author of three books including Starting a New Business, Small Business Short Course, and the Little Black Book of The Beauty Biz. Charles has …

“The number one thing that I recommend to anybody who wants to own a business is to just start and then follow the path.” Howard Dekkers Today, we welcome Howard Dekkers to the Podcast. Howard is a financial and life coach, and he teaches people how to become financially free with a normal job. Coming from an average lower middle-class family in De…

“A life coach is not necessarily a business coach, but business coaches absolutely need to have the life coaching aspect.” Bernadette Boas Our guest in today’s episode is Bernadette Boas. Bernadette is the author of a book called, ‘Shedding the Corporate Bitch Shifting: Your Bitches to Riches in Life and Business. She's also the founder and preside…

“When you have a vision board, and when you have targets that you've set for yourself, you and your partner are unstoppable.” Janine Bolon Today we welcome Janine Bolon to the podcast. Janine has written 11 books and currently teaches 15 online courses. She is also a veteran podcast host and her podcast is aptly titled, ‘The Janine Bolon Show’. She…

“Learning how to earn more money, learning how to spend less money and learning how to invest money intelligently” -Alan Lazaros Today we welcome a special guest to the podcast, Alan Lazarus. Alan is the founder and co-host of Next Level University, which is a global, top 100 self-improvement podcast, and they're now approaching 900 episodes. They …

“Nobody wants to buy an entrepreneur; they want to buy the castle the entrepreneur has built.” Bharat Kanodia Our guest today is Mr. Bharat Kanodia. Bharat has a has a very rich background in the financial world. He values businesses which is a very useful tool in the world of mergers and acquisitions, as well as just general business finance. He h…

“Now is a great time for people to really take an inventory of what they want their life to look like, and then also begin to look at what avenues they can explore to help them to get there.” Dexter Jenkins Our guest today is Mr. Dexter B. Jenkins. Dexter is an author of a book called ‘The Three Ships of Wealth Building. He is also the host of a po…

“There is never more money made than just sitting tight with good positions.” Leon Tompkins Leon Tompkins is the founder of the Tides Group, a registered investment advisor in the state of California. Leon has years of experience managing investments having worked for multiple organizations and clients among them being World Vison International. He…

“Go away from the traditional stuff and start to do things to actually generate passive income now.” Chris Miles Today we welcome a special guest to the podcast, Mr. Chris miles. Chris has a very rich background in personal finance. He's an author and the host of a podcast called The Chris miles money show. Chris has spent many years serving client…

“Until you actually take action and move forward on something, you don't know what can happen.” Amy McLaren Our guest today is Amy McLaren. She's the author of a book, “Passion to Purpose: Seven Step Journey to Shed Self Doubt, Find Inspiration and Change Your Life and the World for the Better.” Amy hit a crossroad a few years ago, where she found …

“It is the act of trying, that gives you that inner satisfaction and happiness.” Robert Miller Today, we're going to be talking with Robert Miller, host of the follow your dream podcast, where he interviews lots of dream followers, some who have taken the leap to pursue their passions and dreams. In this episode, Robert will be sharing with you his…

Welcome to personal financial strategy the podcast; a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash. I am your host,... Tony King,... and Today I would like to spend a few minutes chatting with listeners who are about to buy their first home or about to “upgrade” thei…

“When one’s life is value based, it's just setting intentions and being guided by your sense of values.” Krisstina Wise Krisstina Wise is a real estate investor extraordinaire. She has created three businesses during her career including Good Life Luxury, The Paperless Agent, and currently the most active is a new concept called WealthyWellthy. In …

Welcome to personal financial strategy the podcast, a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash. I am your host,... Tony King,... and Today I would like to spend a few minutes discussing why it is important to have a “trusted advisor” (or two or three) and pull to…

Welcome to personal financial strategy,..... the podcast a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest, and spend your hard-earned cash. A brief review for strategists just joining us, …. In episode one we defined a personal financial strategy in episode 2 we discuss an essential tool called the c…

Welcome to personal financial strategy….. the podcast a podcast wholly devoted to you and your money bringing expertise to bear on how you: earn invest spend your hard earned cash Hopefully you have visited our webpage at www.personalfinancialstrategy.com and you have picked up your free cash flow mapping tool…if so,.. You will find today's episode…

Welcome to personal financial strategy….. the podcast. A podcast wholly devoted to you and your money bringing expertise to bear on how you: earn invest spend your hard-earned cash Let's start with the definition of the cash flow map - It is a Monthly view of all Income and all Expenses Sounds simple,.. And it is,.. But obtaining accurate data to p…

Welcome to personal financial strategy the podcast a podcast wholly devoted to you and your money bringing expertise to bear on how you earn, invest and spend your hard earned cash. Today we will be covering the baseline: what is a personal financial strategy? and why do I need one? let's get to defining a personal financial strategy. First of all,…

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