Category: Goal Setting
Blog
Ep. 89: Dream Work as Therapy – How Your Subconscious Guides Healing with Len Worley
Over the last thirty years, I have worked as a psychologist, marriage and family therapist, Rolfing bodyworker, and dream researcher and mentor. I obtained my Ph.D. in Counseling Psychology from Florida State University in 1981. I currently spend most of my time writing and creating films to inspire and educate about the wisdom available in dreams. I also mentor those who wish to master the skills of dreamwork, devoting a few hours each week to online consultations for individuals and small groups. Along with dreamwork, I offer guidance for those wishing to solve a life conundrum or simply get...read the full article
Read More
Blog
Ep. 88: The Be-Do-Have Strategy – Unlocking Your True Financial Potential with David Olcott
David C. Olcott is founder, president and CEO of Samurai Success, Inc., an international executive, organizational and personal coaching firm headquartered in Denver, CO. Throughout his more than 35 years of professional coaching experience, David has worked with numerous individuals, organizations and companies throughout the United States and Hong Kong. His coaching focuses on developing strategies and structures that provide for sustainable growth and productivity. Even during the direst of economic times such as in the aftermath of 9/11 and in the 2008 financial and 2020 COVID crisis, Samurai Success clientele have enjoyed record growth by following his proven...read the full article
Read More
Blog
Ep. 87: Smart Selling Strategies with Coach Dan Gordon
Unlocking the path to personal and financial success often requires diving deep into our past. In this engaging episode of the Way to Wealth, we’re joined by the dynamic Coach Dan Gordon, who shares his rollercoaster journey from the brink of bankruptcy to thriving as an entrepreneur. Through storytelling and insightful commentary, we uncover how childhood trauma shapes our experiences, sparking a lively discussion on the importance of self-reflection and emotional health in entrepreneurship. Dan opens up about the lessons learned from losing his marketing company, emphasizing the critical importance of being true to oneself and aligning business endeavors...read the full article
Read More
Blog
Ep 86: Health, Wealth, and Wisdom: The Journey to Fulfillment with Dr. Mikhail Kogan
Unlocking the secrets of health and well-being inspires our conversation around healthy aging. We discuss how health ties into financial wealth and personal fulfillment, emphasizing the importance of functional medicine. Dr. Kogan shares insight from his medical journey and how it shapes his current practice. • Importance of understanding the relationship between health and wealth • Functional medicine as a pathway to better living • Personal health journeys and their impact on professional choices • Exploring misconceptions surrounding biohacking and modern medicine • The mental and emotional factors that contribute to healthy aging • Why passion plays a key...read the full article
Read More
Blog
Ep 85: Insurance Maximization with Eric Michalski and Darron Miller
Unlock the secrets to smarter financial decisions as Darren Miller from Foundations Insurance and Eric McCoskey from our Atlanta office join the Way to Wealth podcast to redefine the role of insurance in wealth management. Say goodbye to the outdated notion that lower premiums equate to better value. Discover how understanding your true insurable interest and exposure can lead to more comprehensive protection strategies that not only safeguard but also enhance your wealth. Explore the intricate relationship between wealth strategy and property and casualty insurance, where focusing solely on cost can lead to costly mistakes. We discuss the power...read the full article
Read More
Blog
Ep 84: Unlocking Your Leadership Potential: Embracing Infinite Entrepreneurship with Brandon Allen
Our latest podcast episode explores the transformative potential of leadership and the journey toward infinite entrepreneurship with Brandon Allen. We dive into themes of clarity in personal desires, the importance of empowering teams, navigating the complexities of accountability, and overcoming scarcity mindsets to foster an abundant life. • Importance of clarity in personal desires • The concept of infinite entrepreneurship and its four pillars • Navigating the tension between control and team empowerment • The cyclical nature of accountability in leadership • Transforming scarcity mindsets into an abundance mentality • The continuous journey of personal and professional growth • Resources...read the full article
Read More
Blog
Ep 83: Growth Roundtable with Scott Ford
Understanding your investments is key to making confident financial decisions that align with your long-term goals. This week’s episode explores the growth bucket strategy – a systematic approach to managing long-term investments designed to help combat inflation while maintaining focus on your values and objectives. Our team of wealth advisors shares insights on diversification strategies, tax efficiency considerations, and the importance of maintaining perspective during market volatility. We discuss how proper allocation across different investment vehicles – from traditional stocks and bonds to private equity opportunities – can help create a resilient portfolio aligned with your time horizon. The conversation...read the full article
Read More
Blog
Ep 82: Tax Planning and Challenges
Smart tax planning starts with understanding your current position and identifying opportunities that match your situation. In this episode, Scott Ford and team members Jeff Socha – CEO & Founder, Socha Capital Wealth Strategies, Ashley Sowers – Partner, Wealth Advisor, Brian Staples – Wealth Advisor, and John Saunders – Partner, Wealth Advisor, break down tax planning approaches across three asset tiers: $500k-2M, $2M-10M, and $10M+. We explore foundational concepts like qualified plans and itemized deductions while highlighting business-owner-specific strategies. The discussion reveals how proactive planning early in the year opens up more options compared to reactive December moves. The team...read the full article
Read More
Blog
Ep 81: Turn the Tables with Kevin Thompson
Today I want to share a great conversation I had earlier this year with Kevin Thompson on his ‘Million Dollar Relationships’ podcast, sharing my thoughts on financial freedom and personal growth. It was a great opportunity to share my journey from witnessing my parents’ bankruptcy to becoming a leading wealth advisor and founding the organization we have today. I’m passionate about helping people fully live their lives today, without waiting for a distant future, and the show dives into my philosophy of not only financial wisdom, but the incredible impact of connections. This episode also explores how personal healing and...read the full article
Read More
Blog
Ep 80: Building a Bulletproof Financial Foundation: Mastering the Three-Bucket Savings Strategy
Are you ready to redefine your financial future and solidify your path to wealth? That’s precisely the journey we embark on in our latest Way2Wealth podcast. With the experience of Andrew Stratton (Client Services Associate), Jeremy Day (Wealth Advisor), and Scott Toms (Partner, Wealth Advisor), we dissect the art of strategic savings and the underrated power of the war chest—your ultimate financial safeguard and opportunity reserve. We’ll critique the common investment-centric mindset and champion a fortified financial base as your starting line in the race toward financial freedom. Key Takeaways: * It’s not just about saving; it’s about mastering the...read the full article
Read More