Author archives for Erica Shaw
Blog
Ep 63: Family Banking with Senior Wealth Advisor, John Saunders, VP of Business Development & Wealth Advisor, Bonnie Bailey and Senior Wealth Advisor Ashley Sowers
We’ve got the whole squad on for today’s show to round out the season. And today we’re discussing Family Banking. How to save for the future. We’ve heard time and time again, the best way to save is by committing to the long term and Scott hosts an incredibly insightful round table discussion with three key team members and returning guests, John, Bonnie and Ashley each with a unique perspective on how to create a family bank. Here are the highlights from the show: How to create a family bank (1:36) How does Infinite Banking work? (7:34) Cash...read the full article
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Ep 62: Lifestyle Investing with Justin Donald
On the show today we welcome Justin Donald. Justin comes to us with high praise from the likes of Garret Gunderson and Rich Christiansen and rightfully so. Entrepreneur Magazine calls Justin Donald the Warren Buffet of Lifestyle Investing. He’s a master of low risk cash-flow investing and specializes in simplifying complex financial strategies. He’s an author and his book “The Lifestyle Investor” hit the Wall Street Journal at number one and his January 2021 release “The Ten Commandments of Cash Flow: Investing for Passive Income and Financial Freedom” is another must have for anyone serious about learning the strategies for...read the full article
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Ep 61: Simplifying and Synthesizing Technical Analysis with Tom Dorsey
Today we welcome Tom Dorsey. Tom co-founded Dorsey, Wright & Associates in 1987 and joined Nasdaq Global Information Services with Nasdaq’s acquisition of his company in 2015. Tom is the author of Point & Figure Charting: The Essential Application for Forecasting and Tracking Market Prices, Thriving as a Broker in the 21st Century and Tom Dorsey’s Trading Tips: A Playbook for Stock Market Success. He has been a regular guest on Fox’s “Cavuto on Business” and “Bulls & Bears” programs, and frequently speaks to audiences worldwide on topics related to the stock market, technical analysis, and Relative Strength investing. Tom...read the full article
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Ep 60: Developing the Next Generation of Entrepreneurs with Connor Boyack
E60 Developing The Next Generation of Entrepreneurs with Connor Boyack On the show today we welcome Connor Boyack. Connor is the author of 39 books, including the popular Tuttle Twins children’s series. He founded and is president of Libertas Institute, a high-impact think tank. He’s an Executive Producer of the Tuttle Twins Show. He invests in high-impact startups and he shares Scott’s passion of beekeeping as he’s an outlaw beekeeper (contraband honey tastes better!) He’s won awards, spoken on stages and is celebrated amongst his peers. Despite the accolades, Connor takes the most pride in the personal impact his...read the full article
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Ep 59: Just Breathe with Niraj Naik
E59 Just Breathe with Niraj Naik Today we are excited to share with you Niraj Naik, the Renegade Pharmacist. Niraj is a certified UK pharmacist turned holistic wellness, brain-training and breathwork expert. He is one of the world’s most sought-after spiritual ceremony facilitators and leads breathwork workshops around the world. His journey started in the midst of a “burnout” in his corporate career, when he found himself bedridden with chronic illness for more than a year. Healing himself using breathwork techniques and dietary adjustments, Niraj felt motivated to share his knowledge with others. Today, Niraj runs a global breathwork community...read the full article
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Ep 58: Navigating Risk with Barry Dyke
On today’s show, Scott sits down with the author, advisor and catalyst himself, Barry Dyke. Barry is a best-selling author, advisor and speaker committed to telling the truth out about how Wall Street really works. An iconoclast, Barry believes that today’s financial service and retirement planning systems continue to serve Wall Street, the government, the media, Ivy League academia and giant asset managers such as mutual funds more than the common man. Barry and his advisory firm, Castle Asset Management, LLC has made a spiritual, intellectual and professional commitment to act as an economic warrior that looks out for your...read the full article
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Ep 57: Examining The Infinite Banking Concept with Dr. Paul Cleveland
We’re back this week with another valuable conversation for anyone looking to invest. Our guest, Dr. Paul Cleveland is a Professor of Economics and Finance at Birmingham-Southern College. He earned his Ph.D. in Economics from Texas A&M University and began his career at SUNY-Geneseo in 1985. He spent one year as a Visiting Professor of Economics at the University of Central Florida in Orlando before joining the faculty at BSC in 1990. His principal academic research is focused on the study of free enterprise and political economy. In pursuing his studies, he reads extensively in the areas of philosophy, theology,...read the full article
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Ep 56: Planning Your Exit with Bonnie Bailey
Bonnie is back! This week she dives in with Scott on one topic that many of us come up against especially as entrepreneurs; how to plan your exit. Bonnie gives us tips on how to know when it’s time to exit business, insight and lessons she’s learned along the way and why this is an oftentimes overlooked step in protecting your biggest investment. Here are the highlights from the show: How to plan for your exit (1:09) Taking your “number off the table” (5:35) How to expand your thinking (11:11) How does health and wellness play a role (14:59) Start...read the full article
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Ep 55: Creating The Abundance Archetype with Jason Pickard
What would you do and what could you become if there was nothing within your psychology or circumstances that stood in the way of achieving your most ambitious goals and dreams? What if to truly become abundant it was more than just wealth? We are revisiting a common theme; the relationship between health and wealth and today, our guest Jason Pickard, stops by to chat with Scott about how his success nearly came at the cost of his life. In 2006, Pickard fulfilled his boyhood ambition by becoming a billion-dollar portfolio manager and partner of hedge fund legend, Paul...read the full article
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Ep 54: Fee Structure and Competition Effective Choice with Bonnie Bailey
When it comes to options in the financial industry, the list is long. Bonnie Bailey, VP of Business Development drops in for a return visit today to talk to Scott about her experience in deciding on the best option for each individual. Scott and Bonnie discuss what’s out there for individuals looking for Financial Advice, the often subtle differences between firms and the associated costs and pricing structures available. We clipped the highlights for you below: The value of hiring for the job (5:21) The importance of clarity from both sides (10:30) Understanding the services you’re receiving (13:13) Start up...read the full article
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