Author archives for Erica Shaw
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Ep 71: Mastering the Art of Exit Planning with Certified Exit Planning Advisor, Bonnie Bailey
Get ready to navigate the often-overlooked waters of exit planning with the expertise of Bonnie Bailey, a seasoned Certified Exit Planning Advisor who makes her return to The Way2Wealth podcast. She brings a treasure trove of wisdom to the table, emphasizing the significance of having an exit strategy that is as robust as your business plan. This episode promises to equip you with the perspective and tools needed to ensure that when you’re ready to step away from your business, you do it on your own terms, with financial freedom and the ability to pursue personal and philanthropic passions in...read the full article
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Ep 70: Travis Steffens: Breathwork Meets Wealth; Capitalism with a Conscience and Societal Transformation
This week, we chat with Travis Steffens, a man whose life reads like an adventure novel. In our chat, we uncovered the fascinating synergy between breathwork and capitalism that’s reshaping our understanding of wealth. From the rugged terrains of a Colorado ranch to the zenith of real estate success, Travis’s journey through the creation of the Breath Source app illuminates the path to financial clarity and simplicity. In the conversation, we dive into three main subjects: The relationship between health and wealth Revolutionary ways we can approach societal challenges like homelessness, with a twist on how environment and psychology intertwine...read the full article
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Ep 69: Achieving Entrepreneurial Freedom: Wealth, Wellness, and Data-Driven Growth with Jared Yellin
Unlock the secrets to a life that thrives in both wealth and wellness as we sit down with Jared Yellin, the visionary entrepreneur behind Project 10K, who shares his journey toward entrepreneurial freedom. When Jared was just 20, a defining moment catapulted him toward the creation of a life where business success, personal health, and strong relationships are not mutually exclusive but a unified goal. His story, woven throughout our conversation, offers an inspiring blueprint for those aiming to achieve success without sacrificing the non-negotiable values that make us who we are. Today, we discuss all this plus: The concept...read the full article
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Ep 68: Amplifying Cash Flow and Discovering Financial Independence with Tim Yurek
Are you looking for ways to increase your cash flow without making major lifestyle changes? You’re in the right place! Joined by Tim Yurek, a financial specialist with a unique approach to money management, we uncover the secrets of amplifying cash flow. Tim shares his inspirational journey and offers invaluable advice on how you can control your finances to achieve financial independence. In today’s show: We dismantle the widely held belief that paying off a mortgage early is the holy grail of financial planning; We stress the importance of acknowledging your needs and employing cash flow to meet them, rather...read the full article
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Ep 67: Navigating Divorce Financial Planning with Certified Divorce Financial Analyst, Sam Wilkerson
Master the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future. In today’s episode, we discuss: The nuances of budget creation, asset protection, and handling complicated...read the full article
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Ep 66: Achieving Wellness and Wealth with Steve Maxwell
Do you yearn to know the secret of maintaining vitality and energy even at the age of 70? Well, we’ve got Steve Maxwell, a renowned mentor and coach in physical wellness, who spills the beans on how prioritizing health over business success can serve as a catalyst for wealth, wisdom, and happiness. Indeed, without health, all other ambitions become secondary. Get ready to uncover the importance of investing time and energy into your personal wellbeing and how it lays the foundation for all facets of life. In today’s show: Steve shares his relationship with money, how his upbringing and early...read the full article
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Ep 65: Understanding Relationships and Financial Growth with John Gray
Ever wondered what it takes to understand the nitty-gritty of relationships? Join us as we unravel the secrets with none other than John Gray, the renowned author of “Men are from Mars, Women are from Venus”. In this episode: Learn the complexities of romantic relationships. Listen in as we explore the intriguing aspects of gender differences, and the chemistry of happiness. Women, we talk about how gratitude can balance your hormones, and men, you’ll discover how having a sense of purpose affects your testosterone levels. It’s not just about personal relations; we also navigate through the financial aspect of our...read the full article
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Ep 64: Premium Insured Finance with Garnet Morris
On today’s show we welcome Garnet Morris, long-time colleague of Scott’s and total innovator in the wealth sector. Garnet shares his journey with Scott, speaks specifically on the topic of Premium Insured Finance and highlights the work that he’s been doing to help private business owners optimize their net worth. Learn More About Our Guest Garnet Morris President, Grasslands Capital Corp. Garnet began his career in banking and private business but created his own corporate niche with Targeted Strategies Limited (TTSG). Garnet later sold TTSG to its’ executives and founded Grasslands Capital Corp. to further pursue business in...read the full article
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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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