Season 1

Aug. 17, 2022

Episode 100: Building a great sales team for your business

Doug Mitchell is an entrepreneur, podcaster, speaker, coach, father, and husband who has built successful sales organizations. In this episode we discuss: 1. Why core values are important. 2. What can a business leader do wh...

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Oct. 9, 2021

Episode 78: Car insurance is a RIPOFF

Many people feel as if insurance, mainly car insurance is a RIPOFF or a "RACKET". In this episode we discuss what car insurance really does for for you, what drives rates, and what you can do to make sure that …

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Sept. 4, 2021

Episode 74: Life Insurance Awareness Month and what it means to you.

Each year, September is designated as Life Insurance Awareness Month by LIMRA. In this episode, we talk about the following misconceptions: 1. Life insurance is too expensive 2. My workplace life insurance is too expensive. ...

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Aug. 28, 2021

Episode 73: Your money and Your HABITS with Sonya MacCrimmon

Our habits shape who we are and shape our results. Sonya MacCrimmon talks about: 1. What habits are. 2. How habits are formed. 3. How habits can be built or broken. Please vist Sonya on instagram at http://www.instagram.com/...

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Aug. 20, 2021

Episode 72: WEALTHKILLERS

Merriam-Webster defines Wealth as "abundance of valuable material possessions or resources", but when asked about "true" wealth most will give a definition that includes "freedom", "love", and "happiness". The following are...

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July 17, 2021

Episode 68: Can this simple life insurance mistake derail the estate …

Greenville, South Carolina based Attorney, Justin Hamrick discusses one of the biggest mistakes that he sees parents make with regards to their life insurance and beneficiary forms. To contact Mr. Hamrick, please visit his we...

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July 6, 2021

Episode 67: Divorce Attorney to the stars, Chris Melcher talks about …

During the times of our business and professional lives, where we need the services and advice of an attorney, it is crucial to pick the lawyer who is most suited to us. Christopher Melcher has over 2 decades of experience …

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May 21, 2021

Episode 62: The $520 Challenge and how YOU can help.

In 2018, I began to work, in conjunction with Foothills Care Center on a year long, comprehensive financial literacy class. The idea was to help teach participants how to "redirect" $10 per week into a savings account and th...

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May 15, 2021

Episode 61: Cindy Arledge and the Three reasons why your family might…

After the loss of her parents, Cindy Arledge dealt with the pain and family turmoil that was involved with the settling of her parents' estate. Cindy is passionate about helping other families to avoid the same issues and to ...

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May 7, 2021

Episode 60: Reducing the burden on your family... with Allen Pruitt

As an insurance industry veteran, Allen Pruitt is passionate about helping his clients to plan for final and legacy expenses. If you are interested in speaking with Allen, please call 864 723-1917 or email allenpffl@gmail.co...

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April 23, 2021

Episode 58: The Entrepreneur's Roadmap to Financial Success

In this episode we discuss SEVEN areas of consideration for your business. They include: 1. Decide what you want your business to be. 2. Retain a great internal team. 3. Retain a great external team. 4. Manage cash flows. 5....

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April 9, 2021

Episode 56: Planning for financial aid and college scholarships with …

Cozy Whitman discusses the various sources and types of financial aid for college students and what to look for when selecting a college. Visit https://collegeinsidetrack.com/ to learn more about College Inside Track and to s...

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April 2, 2021

Episode 55: Cassie Ferrer The NUMBERS NERD, your business, and your C…

Cassie Ferrer works with individuals and entrepreneurs to develop cash flow strategies to provide peace of mind and financial stability. Cassie's academic background includes a BA in Finance and Marketing and an MBA. She is...

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March 13, 2021

Episode 54: Make the most of your STIMULUS CHECK

With the passage of the Rescue America Plan, many Americans will be receiving Stimulus checks in the near future. CLICK HERE to access a Kiplingers.com article that contains details, income restrictions, etc., for the latest ...

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March 4, 2021

Episode 53: The HIDDEN (and often forgotten) jobs of your financial a…

We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you? In this episode, David gives his take on the 5 of the …

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Feb. 6, 2021

Episode 49: Research and Development Tax Incentives.... can your busi…

Derrick Van Ness discusses the nuts and bolds of Research and Development Tax Incentives. CLICK HERE to schedule a time to speak with Derrick to further discuss these incentives and how they might apply to your personal situ...

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Jan. 30, 2021

Avoiding this least SEXY financial planning topic could cost you mill…

Personal umbrella policies protect your assets. For a very minimal amount of premium, just about anyone can have an additional million dollars or more of coverage. For more information or to schedule your 30 minute financia...

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Jan. 23, 2021

Episode 47: Aren't all "financial planners" the same?

Are all "financial planners" the same? In this episode, we discuss the Certified Financial Planner(tm) designation... what it is, how does one obtain it, and what it means to a client. To schedule your complementary financia...

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Jan. 14, 2021

Episode 46: A conversation with The Bad Ass Budget Babe

In this episode, Ary, The Bad Ass Budget Babe talks about: 1. How do do a money date so that you can get money in order. and 2. What are the biggest money mindset blocks? For only $3, Ary is …

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Jan. 9, 2021

Episode 45: Why my New Year's Resolution is to NOT have New Year's Re…

Instead have having a New Year's Resolution this year (that would only last a few weeks anyway), I am committing to some mindset and habit changes. These include: 1. Making a conscious effort to manage my: - Internal Dialog...

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Dec. 18, 2020

EPISODE 43: Our Core Beliefs

What we believe influences our decisions. What we decide influences our actions. How we act influences our results. It is a never ending cycle, but we can learn to use the cycle in a manner that serves us well. In …

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Dec. 10, 2020

EPISODE 42: How hiring your children might save taxes and help your k…

Jordan Roberts is a financial advisor with Parallel Financial and discusses why small business owners might want to hire their children or other family members. He discusses the three types of taxes that can be eliminated an...

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Dec. 1, 2020

Using boundaries to build personal financial success

Laura Moon and Nicole Girouard are the hosts of the very popular ASK MORE, GET MORE show on Youtube. In this episode, we have an energetic conversation about: 1. Why boundaries are important when setting goals. 2. How to use...

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Nov. 26, 2020

Thanksgiving 2020

2020 Has had its share of problems, but yet it is always important for all of us to remember all of which we need to be thankful. In this episode, we give several steps that can help you to achieve …

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