Richer Soul

What's the Purpose of Your Money

Take away: Keep learning and growing.

Action step: Sit down and ask yourself, what do I want my money doing for me? Write that at the top of the page, and don't write down products, don't write down strategies, just write down characteristics.

Money Learnings: Mark’s first memory of money was collecting it through his allowance and earnings from his lemonade stand. When Mark was young, his mother used to take him to learn about money in the world of banking.

Bio: Mark Willis, CFP® is a man on a mission to help you think differently about your money, your economy, and your future. After graduating with six figures of student loan debt and discovering a way to turn his debt into real wealth as he watched everybody lose their retirement savings and home equity in 2008, he knew that he needed to find a more predictable way to meet his financial objectives and those of his clients.

Mark is a CERTIFIED FINANCIAL PLANNERTM, a three-time #1 Best Selling Author, and the owner of Lake Growth Financial Services, a financial firm in Chicago, Illinois. As co-host of the Not Your Average Financial PodcastTM, he shares some of his strategies for investing in real estate, paying for college without going broke, and creating an income in retirement you will not outlive. Mark works with people who want to grow their wealth in ways that are safe and predictable, to become their own source of financing, and to create tax-free income in retirement.

Highlights from this episode:

• Mark’s parents are intentional in teaching him about money
• Time, energy, and attention
• Mark talks about the 401k
• The life beyond money
• Lessons learned about money
• The repair attempt

https://kickstartwithmark.com/

Lake Growth Financial Services: https://lakegrowth.com/

Not Your Average Financial Podcast: https://nyafinancialpodcast.com/

YouTube: https://www.youtube.com/channel/UCw-DvhKT2EaPFdncLy39LIQ

LinkedIn: https://www.linkedin.com/in/marklakegrowth/

Twitter:https://twitter.com/LakeGrowth

Facebook: https://www.facebook.com/lakegrowth

Instagram: https://www.instagram.com/notyouraveragefinancial/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Get Your Soul in the Game

Take away: Focus on being mindful.

Action step: Be in the pursuit of being kind

Money Learnings: Vitaliy learned very little about money as he was growing up. They were living in Russia. He worked as a busboy at the village Inn.

Bio: Vitaliy Katsenelson was born in Murmansk, USSR, and immigrated to the United States with his family in 1991. After joining Denver-based value investment firm IMA in 1997, Vitaliy became Chief Investment Officer in 2007, and CEO in 2012. Vitaliy has written two books on investing and is an award-winning writer. Known for his uncommon common sense, Forbes Magazine called him “The New Benjamin Graham.”

He’s written for publications including Financial Times, Barron’s, Institutional Investor and Foreign Policy. His articles are also published on his website, ContrarianEdge, and in audio format on his Intellectual Investor Podcast. Vitaliy lives in Denver with his wife and three kids, where he loves to read, listen to classical music, play chess, and write about life, investing, and music. Soul in the Game is his third book, and first noninvesting book.

Highlights from this episode:

• Left Russia and came to America
• Teaching kids about money
• The melody of life
• The Jeffersonian lunch
• The stoic philosophy

Primary content website:

• https://soulinthegame.net/
• http://contrarianedge.com/
• Podcast: http://investor.fm/
• Investment firm: http://imausa.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

The Re-Awakening

Take away: It's okay to come out of hiding and be yourself

Bio: A world traveler and pioneer in the Happiness movement, Maura Sweeney has addressed audiences in 15 countries and across the USA on Personal Leadership, Influence and the Power of Happiness in the workplace.

A former co-host of Tampa Bay, Florida's State of Happiness radio show and several year columnist for HuffPost, Maura is a natural unifier and uplifter pointing others toward a happier state of mind. First given the name Ambassador of Happiness by the UNESCO Center for Peace when invited to speak at the inaugural Nelson Mandela Day celebrations, she has since delivered engaging presentations with an unexpected punch that challenges audiences to see their lives in brighter and unexpected ways.

Maura has energized attendees at universities, national leadership conferences, corporations, American Embassy outposts and at various government entities.

A thought leader whose insights apply to many facets of work and life, Maura has been featured in hundreds of media outlets including CBS, NBC, Britain's BBC radio and European press and TV. Her "Maura Sweeney Living Happy Inside Out" podcast is available on iTunes and many popular platforms.

Previous episode: http://richersoul.com/ep-0098-the-ambassador-of-happiness-maura-sweeney/

Highlights from this episode:

• Maura talks about how do people figure out what is true versus what's propaganda
• How to wake people up to change?
• People don't spend enough time thinking about themselves, their destiny or the price they have to pay for what they want
• A slave of their own making

https://maura4u.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Moving from Hard Work to Heart Work

Take away: Have faith in yourself

Money Learnings: Heinz grew up in three different cultures and learned about money from his parents. He later became a successful self-employed entrepreneur after jumping from a corporate career and withdrawing money from his future pension fund.

Bio: After his compelling C-level business career in several industries and an officer career in the Swiss Army, Heinz was the founder of several companies in Europe and the USA. He lives his passion as intl. speaker, bestselling author, recognized expert and mentor of visionary leadership. His globally unique program called LEX Leadershift Excellence-for-LifeTM Experience has already inspired 10,000nds of executives. His Swiss bestseller "Gesucht: Leader” has been published as well in its English version “Wanted: Leaders”. Heinz has designed and conducted over 1000 corp. development processes in 3 languages on 3 continents over the last 30 years. His lectureship as lead lecturer for leadership at a European corporate academy gives evidence to the many compelling models and concepts he has developed and implemented together with his multicultural clientele. His passion for "moving leaders from hard work to heart work®" makes him and his impact powerfully inspiring. Heinz Kaegi is the initiator of the Intl. Economy of Heart Foundation.

Highlights from this episode:

• Heinz was addicted to success and lost sight of personal fulfillment, leading to a midlife crisis
• Confusion in job is like driving in fog, slow down without clarity of purpose
• How do we see the future and how do we lead from a future perspective?
• Everyone else is free to grow without hindrance
• The corporate world is changing
• How do we move from hard work to fun?

www.heinzkaegi.com

www.kaegileadershift.com

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Take away: If you want what I want, do what I do

Action step: I'd love for them to go and look at the video of difficult conversations and agreements versus expectations.

Money Learnings: Mark grew up on long island and money was always tight. They couldn't afford anything.

Bio:

Mark Silverman is no stranger to overcoming adversity and mastering his own overwhelm. When he was 27, he was homeless, 135lbs, and living in his truck. By the time he was 33, he was a millionaire. Mark is on a mission to take the lessons learned along the way, paired with his business acumen, to help others define and achieve their own successes. Mark came to coaching after a successful career in technology, where he generated over $90,000,000 for fast-growing startups by bringing together executives, technical leaders and stakeholders to close complex multimillion-dollar sales. He brings his leadership experience, together with his coach and facilitation training, to his clients helping them achieve sustainable success in all areas of their business and lives. He is the author of the Bestselling “Only 10s 2.0 – Confront Your To- Do List, Transform Your Life” which has sold over 70,000 copies to date. Mark helps CEOs and Senior Leadership teams focus on making sure the right work gets done in their organizations. He is also the host of the “Mastering Overwhelm – How To Thrive in Business, Relationship and Life” podcast and working on his third book.

Highlights from this episode:

• Coaching experience from Steve Hardison
• We create our own path
• Mark shared what inspired him to write his book “Only 10s”
• How to go from a super performer to a leader?
• The shifts in consciousness that people need when they move into leadership
• Mark’s experience in Profit First

https://bit.ly/3S3mcsg

https://www.markjsilverman.com/

https://www.linkedin.com/in/mark22102/

https://twitter.com/mjaysilverman

https://www.facebook.com/mark.silverman.54

https://www.instagram.com/markjsilverman/?hl=en

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.