Category: Financial Planning
Blog
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 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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Finding a Sense & Purpose for Retirement with Wade Pfau
Today we’re shifting our focus back to the financial side of the Way2Wealth process and speaking with someone whose work we’re very familiar with. Wade Pfau, Ph. D, CFA, RICP® is the Professor of Retirement Income at The American College of Financial Services as well as the Director of Retirement Research for McLean Asset Management and instream. Few people in the financial world possess his depth of knowledge around retirement planning and we’re excited to get some of his time to learn more about his process. In this episode, we’re going to get inside his mind and see if we...read the full article
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Applying Natural Law to Business with Ari Weinzweig
No matter what you do in life, connecting with nature always proves to be a benefit and business is no different. We’ve explored this philosophy on the show as we work towards finding true wealth, and today’s guest will help us take that conversation even further. Ari Weinzweig is the co-founder of Zingerman’s and we were introduced to him years ago. We immediately connected with his message, so much so that we invited him to Baltimore to talk to a couple dozen financial advisors. Now we’ve circled back to share this wisdom once again because he’s a deep-thinker that follows...read the full article
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Fiscal Challenges Our Country Faces and the Impact on Americans with David Walker
No one could have predicted the litany of issues we’d be facing as a nation in the year 2022, but the fiscal challenges didn’t just begin this year. The policies we’ve seen from the government have led to loads of spending and debt, and it’s put our country in a delicate position. That’s why we invited David Walker, a former United States Comptroller General and former professor at the US Naval Academy, onto the show to discuss the key issues we’re all facing right now. He recently finished up another book called America in 2040: Still a Superpower? A...read the full article
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Combatting Inflation with Jake Stone
Investors haven’t faced inflation rates like this in quite some time and it creates new challenges for planning. Many investors are wondering what they can do to offset the effects of inflation and keep from losing buying power while rates continue at these levels. That’s why we brought back Jake Stone, MBA, RFC® to spend some time talking about the challenges of inflation and what strategies can be utilized in an environment like we’ve been dealing with for a year or more. The Way2Wealth® system accounts for inflation with every plan we create so we want to explore some of...read the full article
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Growing Your Business Through Video with Ken Walls
Marketing in today’s internet age can come in many different forms, but one of those that seems to have risen to the top right now is video. So many business owners and entrepreneurs are using video to tell their story, educate, and bring awareness to their company. Today’s guest, Ken Walls, has built a business helping people leverage video to livestream and connect on social media. He’s a best-selling author and creator of the Grow Live Academy, and he’s someone that we think you’ll get a lot from on the show today. The idea for his academy began when he...read the full article
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The Idea of Regenerative Wealth with Bryan Doreian
The more and more we rely on technology and use virtual platforms to communicate, the easier it is to detach from nature. But no matter how great technology becomes, our roots still lie in nature and there are many lessons for us to learn from our surroundings. This is true for our finances as well and an idea we wanted to explore a bit more. That’s why we’ve invited Bryan Doreian, the Chief Development Magus at SDG Impact Fund, onto the podcast to discuss regenerative wealth and what it could mean for investing and managing our money. We have been...read the full article
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Different Types of Financial Advice with Bonnie Bailey
Establishing a relationship with a financial professional is one of the most important things an investor can do but how do you know what type of financial advice fits your needs? We have the perfect guest to help us understand the different services and costs that you’ll find in the industry. Bonnie Bailey, VP of Business Development and Wealth Advisor at Carson Wealth, joins the show one again to break down the different types of firms and how they advise clients, as well as with the different fee structures. The financial industry can seem complicated on the outside but this...read the full article
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