Category: Financial Planning

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    Ep 68: Amplifying Cash Flow and Discovering Financial Independence with Tim Yurek

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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

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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

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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

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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

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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

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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

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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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    Ep 57: Examining The Infinite Banking Concept with Dr. Paul Cleveland

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    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

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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

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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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