Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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The Benefits of Life Planning with Scott Frank
Manage episode 243916813 series 1356114
Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week I sat down financial planner Scott Frank to go over the benefits of life planning and using your money as a tool to achieve the life you want.
Scott is the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential. He does this job because he loves it. He truly enjoys taking complex issues and helping clients understand them.
Scott lives in a little beach town, Cardiff by the Sea, just north of San Diego with his wife, Amanda, their sons, Lucas and Daxton, and their dog Sophia. When he’s not geeking out on financial news or white papers you’ll find him surfing with friends (Stone Steps is named for a surf break just a few minutes north of his house), running along the Pacific Coast Highway, or spending time with his family. He strongly believes in giving back and currently serves on the Leadership Development Committee for NAPFA.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- Using life planning to better strategize your money goals
- How to EVOKE the life you want to live
- Four things you can always invest in and how to optimize that investment
- The impact felt by those who have gone through life planning
- The three questions to ask yourself to help you live a more intentional life
- The importance of writing goals down and discussing them with an accountability partner
- The best process to discover what really matters most to you
- What can get overlooked when you are just focused on the money
- How to identify what is getting in your way of the life you want to live
- A few common changes people would like to change in their lives
- Why you must figure out what matters most before executing a solid financial plan
- How a sounding board can keep you on track with your life goals
- The most important tool to reach the life goals you have for yourself
LINKS WE MENTIONED ON THE SHOW
- George Kinder
- George Kinder’s 3 Questions
- Carl Richards
- The EVOKE Process
- Tim McGraw’s Live Like You Were Dying
GET SOCIAL WITH SCOTT AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
123 episodes
Share
Manage episode 243916813 series 1356114
Content provided by Mary Beth Storjohann. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mary Beth Storjohann or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week I sat down financial planner Scott Frank to go over the benefits of life planning and using your money as a tool to achieve the life you want.
Scott is the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential. He does this job because he loves it. He truly enjoys taking complex issues and helping clients understand them.
Scott lives in a little beach town, Cardiff by the Sea, just north of San Diego with his wife, Amanda, their sons, Lucas and Daxton, and their dog Sophia. When he’s not geeking out on financial news or white papers you’ll find him surfing with friends (Stone Steps is named for a surf break just a few minutes north of his house), running along the Pacific Coast Highway, or spending time with his family. He strongly believes in giving back and currently serves on the Leadership Development Committee for NAPFA.
HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:
- Using life planning to better strategize your money goals
- How to EVOKE the life you want to live
- Four things you can always invest in and how to optimize that investment
- The impact felt by those who have gone through life planning
- The three questions to ask yourself to help you live a more intentional life
- The importance of writing goals down and discussing them with an accountability partner
- The best process to discover what really matters most to you
- What can get overlooked when you are just focused on the money
- How to identify what is getting in your way of the life you want to live
- A few common changes people would like to change in their lives
- Why you must figure out what matters most before executing a solid financial plan
- How a sounding board can keep you on track with your life goals
- The most important tool to reach the life goals you have for yourself
LINKS WE MENTIONED ON THE SHOW
- George Kinder
- George Kinder’s 3 Questions
- Carl Richards
- The EVOKE Process
- Tim McGraw’s Live Like You Were Dying
GET SOCIAL WITH SCOTT AND LET HIM KNOW YOU HEARD ABOUT HIM HERE
123 episodes
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Similar to Work Your Wealth Podcast
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
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