Welcome
TO THE RETIRE AS YOU DESIRE PODCAST
Bill Bloom, RICP takes you on a journey through the HOT topics associated with retirement on Money Mondays. On Thursday's, Infulencer Elocution is your ticket into the minds of today's industry leaders.
Send your Money Monday questions to Bill at Bill@BloomFinancial.us and he will work on answering your questions during his show.
Bill Bloom
May 4th, 2023
Shaping the Workplace of Tomorrow with CEO Lynn Thomas Part 1
During this episode, Bill has an insightful conversation with Lynn Thomas, the CEO of Thomas Consulting, about the potential future of the workplace. Lynn shares her valuable experiences working with individuals from various generations, ranging from baby boomers to Gen-Zs. Additionally, she provides helpful guidance for leaders who are interested in transitioning their employees from remote work to in-office work.
With over 28 years of experience in customer experience and retention, Lynn Thomas is a dynamic and energetic leader. She has a proven track record of selling and sustaining more than 480 long-term clients by offering best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Lynn's expertise lies in creating and executing tailored client presentations, as well as adjusting implementation plans based on relevant information to ensure client satisfaction. She has strong leadership and relationship-building skills, and is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences. Lynn is also known for connecting with people instantly and working closely with employees in a corporate setting to empower them and foster change.
Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.
Reach out to Lynn at:
Website: https://www.thomasconsultingwins.com/
LinkedIn: https://www.linkedin.com/in/lynnthoma...
Show notes:
[0:00] Intro
[0:30] What has Lynn’s experience been like working with people of different ages?
[4:45] Reimagination of the workplace
[6:40] Her advice to the people who are forced to go back to the office and the leaders who force them
[10:31] The toxic cultures and relationships in a workplace
[12:17] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
May 1st, 2023
Solving Life's Problems Through Unique Ability with Julia Waller
When Julia Waller started her exploration into the unique ability process, she had no idea it would lead her to uncover a hidden world of natural talents and strengths that could be unlocked. Through her dedication and empathetic coaching style, she guides her clients on a journey of self-discovery, helping them to fully realize their potential and create meaningful, lasting change in their lives. But how will this transformational process affect them in the long run?
In this episode, Julia takes you through the process of how Bill discovered and capitalized on his extraordinary abilities for self-satisfaction and accomplishment. They will also share how learning and embracing unique abilities lead to fortifying financial strategies while fostering valuable rapport with clients as retirement approaches. Your unique ability is something important to understand about yourself—make sure you tune in.
Meet Julia Waller, a renowned unique ability specialist and strategic coach focused on guiding financial planners to discover their strengths and leverage them for success. Julia offers a personalized approach to coaching, helping her clients uncover their hidden talents and use them to thrive in their businesses. Through her expertise in the unique ability process, Julia has been instrumental in transforming the lives and careers of countless financial professionals, enabling them to reach new heights in their field.
Learn more about Julia:
LinkedIn: https://www.linkedin.com/in/juliawall...
Unique Ability Website: https://uniqueability.com/
Show notes:
[0:00] Intro
[1:41] What is unique ability?
[3:44] Strategic solution solver
[9:38] The idea man
[13:50] Genuine ways to relate to people
[20:21] Learn when to say NO
[32:50] The power of learning, embracing, and using your unique abilities
[36:10] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 27th, 2023
Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship -Part 2
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.
Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.
Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.
Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.
Where to find Mike:
Website: https://mikemalatesta.com/
LinkedIn: https://www.linkedin.com/in/mikemalat...
Twitter: https://twitter.com/MikeMalatesta
Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY
Show notes:
[0:00] Breakdown or take a break
[5:40] On his podcast’s success
[8:56] How writing the book changed his way of thinking
[12:49] Mike’s biggest financial goal moving forward
[14:12] Where to pick up a copy of Mike’s book, Owner Shift
[15:35] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 24th, 2023
Breaking Through Plateaus: A Conversation with Mike Malatesta on Next-Level Entrepreneurship -Part 1
Frequently, entrepreneurs experience a moment of success but then find themselves stuck, unsure of how to move forward from that point. This was also the case for Mike Malatesta, as discussed in a recent episode of The Retire As You Desire podcast. Host Bill Bloom is joined by Mike, who is not only an entrepreneur but also an investor, author, host, and creator of the How'd it Happen Podcast. Together, they delve into Mike's book Owner Shift and his upcoming ambitious goals.
Mike Malatesta started his first business in 1992, seven months after being fired from a company he had dreamed he might lead one day. Over the next twenty-two years, he helped run, lead, and grow that startup, selling it for more money than he could have imagined.
Mike, the How’d It Happen podcast creator, is deep into his second startup and an active early-stage investor. His mission is to help as many entrepreneurs as he can to create companies that improve people’s lives and, maybe, the world.
Mike lives in Wisconsin with his wife, Jamy. He’s active in YPO, Abundance 360, and Vistage Worldwide.
Where to find Mike:
Website: https://mikemalatesta.com/
LinkedIn: https://www.linkedin.com/in/mikemalat...
Twitter: https://twitter.com/MikeMalatesta
Grab a copy of Owner Shift: How Getting Selfish Got Me Unstuck at https://amzn.to/3LpaBSY
Show notes:
[2:15] What was it like for Mike to sell his 2nd company
[6:32] Why was it important to him to bring up the next generation and teach them?
[8:56] Which one of the sales of his companies was more rewarding for Mike?
[11:49] Mike’s new book: Owner Shift
[14:58] What does Owner Shift mean?
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 20th, 2023
The Power of Enjoying Failure with Nick Nanton Part 2
Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash.
From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including:
DREAM BIG: Rudy Ruettiger LIVE on Broadway
Visioneer: The Peter Diamandis Story
Rudy Ruettiger: The Walk On
Operation Toussaint
The Rebound
Connect with Nick at:
Website: https://nicknanton.com/
LinkedIn: https://www.linkedin.com/in/nicknanton/
FB: https://www.facebook.com/Nicknanton
IG: https://www.instagram.com/nicknanton/
Twitter: https://twitter.com/nicknanton1
Show notes:
[0:00] Intro
[0:09] What is his favorite story to tell?
[8:21] On approaching his job gracefully
[12:33] What does money mean to Nick?
[20:36] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 17th, 2023
The Power of Enjoying Failure with Nick Nanton Part 1
Creating value in life takes struggle and perseverance, and many bouts of trial and error. In this episode, Bill talks with Emmy Award-Winning Director and Host Nick Nanton about daring to fail yet still enjoying the process of failing and getting back up again. With all great works, we only see the final, perfect product. But there are always far more versions thrown in the trash.
From the slums of Port au Prince, Haiti, with special forces raiding a sex trafficking ring and freeing children to the Virgin Galactic Space Port in Mojave with Sir Richard Branson, 22-Time Emmy Award Winning Director/Producer Nick Nanton has become known for telling stories that connect. Why? Because he focuses on the most fascinating subject in the world: PEOPLE. As a storyteller and Best-Selling Author, Nick has shared his message with millions of people through his documentaries, speeches, blogs, lectures, and best-selling books. Nick’s book StorySelling hit the Wall Street Journal Best-Seller list and is available on Audible as an audiobook. Nick has directed more than 60 documentaries and a sold-out Broadway Show (garnering 43 Emmy nominations in multiple regions and 22 wins), including:
DREAM BIG: Rudy Ruettiger LIVE on Broadway
Visioneer: The Peter Diamandis Story
Rudy Ruettiger: The Walk On
Operation Toussaint
The Rebound
Connect with Nick at:
Website: https://nicknanton.com/
LinkedIn: https://www.linkedin.com/in/nicknanton/
FB: https://www.facebook.com/Nicknanton
IG: https://www.instagram.com/nicknanton/
Twitter: https://twitter.com/nicknanton1
Show notes:
[0:00] Intro
[1:03] What has working been like for Nick for the past two years?
[4:48] How old was Nick when he won his first Emmy?
[14:33] How does his love for music make him a better storyteller?
[28:50] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 13th, 2023
Diving Deeper Into An Epic Life with Justin Breen - Part 2
Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Communications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life.
Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.
Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.
Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.
Reach out to Justin:
Website: https://www.brepicllc.com/
LinkedIn: https://www.linkedin.com/in/justinbre...
Email: Justin@BrEpicLLC.com
Show notes:
[0:00] Intro
[0:01] Building trust to work with someone he’s never met
[5:15] What’s next for Justin’s business
[9:38] How you can join BrEpic Network
[10:28] When is Epic Life coming out?
[11:50] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 10th, 2023
Diving Deeper Into An Epic Life with Justin Breen - Part 1
Today Bill talks with the CEO, Founder of BrEpic Network and BrEpic Communications LLC, Author, and a dear friend, Justin Breen. They talk about Justin’s newest business ventures and how they came to be, and he also shares what it’s like for him to write his new book, Epic Life.
Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.
Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.
Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.
Reach out to Justin:
Website: https://www.brepicllc.com/
LinkedIn: https://www.linkedin.com/in/justinbre...
Email: Justin@BrEpicLLC.com
Show notes:
[0:00] Intro
[2:19] What was it like for Justin to write his book in 16 days?
[4:23] Believing that nothing’s random anymore
[9:18] On his newest business
[12:37] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 6th, 2023
What It Means To Go "Stupid" with Steve Sims Part 2
In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted.
For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen.
Learn more about Steve at:
Website: https://www.stevedsims.com/
LinkedIn: https://www.linkedin.com/in/stevedsims/
FB: https://www.facebook.com/groups/steve...
IG: https://www.instagram.com/stevedsims/
YT: / stevedsims
Grab a copy of his book: https://amzn.to/3DzAMTh
Show notes:
[0:00] Intro
[0:13] How did Steve go for stupid in his life?
[3:58] Is it more important for the person you will become to go for stupid?
[7:10] Putting yourself out there and going for it
[14:42] What’s a celebration point for him regarding his book?
[17:39] Where to find Steve and his book
[18:41] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
April 3rd, 2023
In this episode, Bill is once again joined by Speaker, Coach, Entrepreneur, Author, and Founder and CEO of Bluefish, Steve Sims. They talk about Steve’s new book, Go For Stupid, what’s it like for him as it’s coming out, and the importance of just going for your dreams and making your ideas happen. He also shares one point in his life when he went for stupid and did what he wanted.
For more than two decades, Steve Sims was the go-to contact for the wealthiest people on the planet. As the founder of the world’s leading experiential concierge firm, Sims utilized his talent for connecting with people’s passions and making things happen to develop a client list of the world’s rich and famous. He has also been a keynote speaker for Harvard, the Pentagon, Mastermind Talks, and the Entrepreneur Society of San Francisco. He lives in Los Angeles with his wife, kids, dogs, and many motorcycles. Go For Stupid: The Art of Achieving Ridiculous Goals is the follow-up to his first book, Bluefishing: The Art of Making Things Happen.
Learn more about Steve at:
Website: https://www.stevedsims.com/
LinkedIn: https://www.linkedin.com/in/stevedsims/
FB: https://www.facebook.com/groups/steve...
IG: https://www.instagram.com/stevedsims/
YT: / stevedsims
Grab a copy of his book: https://amzn.to/3DzAMTh
Show notes:
[0:00] Intro
[1:25] How does he feel about his book coming out?
[7:26] What separates millionaires from billionaires?
[15:51] What’s causing people to attack each other?
[18:57] Outro
Connect with Bill Bloom
Web: https://www.bloomfinancialco.com/
https://bloomfinancialco.kartra.com/p...
Email: bill@bloomfinancial.us
LinkedIn: https://www.linkedin.com/in/bloomfina...
FB: https://www.facebook.com/retireasyoud...
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Bill Bloom
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