Category: Goal Setting
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
Blog
Ep 77: Fortifying Your Financial Future: Interest and Credit Secrets Round Table
Uncover the secrets to safeguarding your assets and steering through the world of interest rates and credit in a riveting discussion that promises to arm you with the knowledge to fortify your financial future. Joined by Garret Gunderson and key members of the team, Alexis, Shane and Ashley. Whether you’re a retiree navigating the complexities of a fixed-income portfolio or an investor seeking stability amidst economic uncertainties, our deep-dive with wealth advisors Alexis and Ashley will equip you with the strategies for intelligent asset allocation and capital preservation. Expect to learn a ton from today’s show, including: Challenging common...read the full article
Read More
Blog
Ep 75: Optimizing Your 2024 Financial Strategy: Smart Savings, Strategic Charitable Giving, and Retirement Planning Round Table
Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani’s smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we’ve got insider tips that will transform the way you handle your wealth. This episode is your road map to a more prosperous future, no matter where you stand today. In today’s chat, we discuss: The psychological shifts that come with major financial transitions. The ‘bucketing’ method, providing...read the full article
Read More
Blog
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
Read More
Blog
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
Read More
Blog
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
Read More
Blog
Living The Big Life with Carl Harvey
On this week’s show we get into how to develop a stress-free, abundance mindset with the Host of The Big Life, Carl Harvey. Carl is an absolute legend. Over the last 12 years he’s invested over 1 million dollars studying personal growth, and as a result has created a BIG life beyond his wildest expectations. He’s created three 7-figure Passion Businesses with his brother, starred in the Amazon movie “Beyond The Secret”, traveled the world 5 times and helped millions of people. We are excited to have him share his strategies to help you live more abundantly with spiritual law...read the full article
Read More