Category: Financial Planning
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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
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Ep 72: Optimizing Physical and Financial Well-being with John Doolittle
We uncover the intersection of financial freedom and physical wellness on our latest Way2Wealth episode, and it’s nothing short of an enlightening adventure, featuring the inspiring story of John Doolittle, a tenacious former Navy SEAL. John’s shift from an aspirational jet pilot to a formidable warrior epitomizes resilience, and his post-service life reveals the wonders of Katsu, a groundbreaking fitness technology that has reshaped his approach to rehabilitation and wellness. Topics we cover today are: We delve into the world of fitness and discover the remarkable benefits of incorporating Katsu into our daily lives. We also dive into the intricacies...read the full article
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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 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 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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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 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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