The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today.

Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons.
 

Episode Highlights

[1:44] Dave and his heritage

[6:22] What drove him to pursue entrepreneurship?

[11:18] What did Dave do in terms of squirreling away for later?

[22:26] When did Dave figure out what was important to him?

[29:15] On his philanthropies

[43:24] Outro

Independent Living means being as self-sufficient as possible. It means taking risks and being allowed to succeed and fail on your own terms. Today Bill shares how you can live as independently as possible and be able to exercise the greatest degree of choice about where you live, how you live, and how you spend your time. It all starts with knowing what you want.

Episode Highlights

[1:42] How do you create independence?

[2:33] Reach out to Bill

[3:07] Outro

Today Bill talks to a good friend, the Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law, and the Director of the University of Illinois College of Law Leadership Project, Greg Miarecki to talk all about leadership, independence, and learning.

Greg Miarecki leads the University of Illinois College of Law's Office of Career Planning and Professional Development. As Executive Assistant Dean, Greg and his colleagues work to connect employers with great talent from the College of Law. Greg works closely with students and alumni alike to build and market great legal talent. He also works closely with the College's faculty and administrative team on a wide variety of related initiatives, including the recruiting of prospective students, alumni relations and development, and the development of curricular and programming initiatives. Greg also serves as an Adjunct Professor of Law at the College, teaching classes in trial advocacy, small firm practice, and in-house legal practice. He also serves as the lead instructor for the College's required first-year Fundamentals of Legal Practice class.

Prior to arriving at the College in 2011, Greg was a partner in the Chicago office of Winston & Strawn LLP, where he focused on high-stakes, complex commercial and white-collar criminal litigation. Greg has represented some of the world's largest corporations in "bet the company" litigation and developed expertise in trial work and coaching/mentoring of more junior attorneys.

Greg also has extensive experience in founding, leading, and/or revitalizing organizations. For example, Greg served as the chief executive officer of the Chicago Yacht Club and the President of the University of Chicago's Alumni Board of Governors. Currently, Greg serves as the Director of the University of Illinois College of Law's Leadership Project, an initiative designed to promote learning and discussion at the intersection of law and leadership.

Episode Highlights

[2:10] Where did Greg get his leadership skills?

[5:05] When and why did he fall in love with sailing?

[7:10] Letting other people find independence as a leader

[11:01] What was it like for Greg to work on big cases as a lawyer?

[13:16] Balancing work, leisure, and family with his wife

[15:32] Why is it important to only do the things you’re good at and delegate the other things?

[17:44] How he handles feedback as someone in-charge

[23:18] Why is it important to put yourself out there and be vulnerable as a leader?

[25:02] The ability to adjust is a good leadership trait

[28:30] On involving kids in their foundation

[31:51] What does money mean to Greg?

[33:16] Being a lifelong learner

[39:43] Outro
 

If you are someone who has recently retired or is about to retire, this episode is something that you should listen to. We promise you, it’s a short one but filled with wisdom. In today’s episode, Bill Bloom takes a deep dive into the different phases of retirement and why it’s important to know your purpose. 

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.

José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Containers & Custom Packaging Inc., a logistics and packaging company, and Reikoku LLC, a consulting company.

Born in Chihuahua, Mexico, José has an Engineering degree from Instituto Tecnológico de Chihuahua II and worked as a Packaging Engineer for Delphi, where he immersed himself in operations and logistics for the packaging industry. He was a Global Packaging Engineer for Siemens, designing products and process efficiencies that he pivoted to his own venture. In 2008, José and a partner launched Global Containers and Custom Packaging de México SA de CV to fill an industry gap: integrated packaging and logistics services committed to providing a flawless customer experience.

In 2009 the company expanded to El Paso, Texas, leading to a decade of growth and expansion. In 2019, José and his team won the Bridge Accelerator, an intensive, highly specialized program sponsored by Microsoft. It that selects local suppliers from the border region and ramps up their operations to international business standards to make them more viable members of the border supply chain. The award included $25K, which José used to expand the company’s binational footprint (Mexico/US).

In 2017, Global Containers won the City of El Paso, Texas’ ‘Exporter of the Year’ award, earning José a commendation letter from the former member of the US House of Representatives and Presidential Candidate Beto O’Rourke. Accolades aside, as a successful Latino business innovator, José helps entrepreneurs to start and operate companies in the US and Latin America. His latest venture, Reikoku Consulting, provides growth solutions and guidance for entrepreneurs looking to start a business or for companies wishing to develop a relevant business journey that will create better results for all the parts.

Highlights:

[2:31] Why is it important for Jose to be surrounded by Star Wars toys

[4:21] Jose’s advice to stay young and be childlike

[6:37] What made Jose start his entrepreneurial journey?

[11:50] On making a bet on himself and taking the risk

[14:35] What advice can he give to people who want to start their entrepreneurial journey?

[19:24] How important is it to focus on relationships?

[23:56] What does money mean to Jose?

[25:08] Where to find Jose

[26:12] Outro

Today, in a very special episode, Bill celebrates his 100th episode milestone in his podcast journey with a special friend, coach, and mentor, Dan Sullivan. They talk about how Dan started his organization with his partner in business and life, what pushed them to choose to coach entrepreneurs, and how it all started for Dan in his childhood. Dan also shares how he stays consistent with his habits and how he plans to do what he does for another lifetime.

Dan Sullivan is the founder and president of Strategic Coach®. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 40 years of experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. 

He is the author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.

Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate Strategic Coach, with offices in Toronto, Chicago, and the U.K.

Highlights:

[2:02] How has he been able to create an incredible organization with his wife?

[5:14] Why did they choose to coach entrepreneurs?

[10:11] why is it important to understand your childhood and your past?

[15:36] How important is it for Dan to be around grown-ups?

[25:30] What it means for Dan to be 78

[35:32] What were Dan’s biggest takeaways after that first session?

[38:47] How has Dan stayed consistent with his habits?

[46:04] What is Dan’s favorite part of being a coach?

[51:57] What’s Bill’s takeaway today?

[54:11] How to find Dan and learn more about strategic coach

[56:35] Outro

In this episode, Bill is joined by Justin Breen to talk about his realization while on vacation with his wife. He talks about the journey of a masseuse that made him reflect on his life. Tune in to hear about the importance of asking hard questions and being grateful no matter what you are going through.

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.
 

Highlights:

[0:00] Intro

[1:26] The power of disconnecting from work

[2:02] What was it like to disconnect from work and his routine?

[4:27] On getting back to his usual routine after their vacation

[5:29] What changed for Justin in terms of vacationing before compared to today?

[9:26] The masseuse’s journey

[13:08] You have to keep living and pushing through what you’re going through

[18:17] How therapeutic was it for Justin’s wife to talk openly with him?

[21:42] Will Justin and his wife take their kids next time?

[24:01] Be grateful—always

Go faster. Do more. Hustle. Hustle even more. Sound familiar? Social media is full of influencers, entrepreneurs, and "gurus" touting the virtues of hustling at all costs. In today’s episode, Bill shares how you can accelerate your business success: by slowing down. Success requires making good decisions, and slowing down helps you make better decisions, so consider how you can invest more time in slowing down.

Highlights:

[0:00] Intro

[1:32] Give yourself space to slow down and think

[4:01] Send Bill an email

[5:17] Outro

In this episode, Bill talks with the CEO of Thomas Consulting, Lynn Thomas, to talk about what the future of the workplace will be like years from now. She shares how her experience has been like working alongside people of different generations, from boomers to the Gen-Zs. She also gives advice for leaders who wish to get their employees back to working in the office instead of working from home.

Lynn Thomas is a dynamic, energetic leader with 28+ years of experience in customer experience and retention, with a proven record of selling and sustaining more than 480 long-term clients purchasing best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Her expertise in creating and executing tailored client presentations and adjusting implementation plans based on relevant information assures client delight. She is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences and has strong leadership and relationship-building skills. Lynn connects with people instantly and works as intimately as possible in a corporate setting to empower employees and foster change.
 

Highlights:

[1:43] What has Lynn’s experience been like working with people of different ages?

[7:53] Her advice to the people who are forced to go back to the office and the leaders who force them

[13:31] How important is it to tell someone your non-negotiables upfront?

[18:21] What’s Lynn up to these days?

[23:59] What does money mean to Lynn?

[26:14] Where to connect with Lynn

[27:13] Outro

Bill dives deeper into the different stock market index measurements in this week’s Money Monday episode. He talks about why one is common compared to others and why you should reconsider that. Where your money is invested in is just half the battle; understanding the trends is what’s going to help you make money.

Highlights:

[1:26] What do most people look at in the market?

[2:47] The S&P 500 index

[4:06] The Nasdaq

[6:41] Outro

In today’s episode, Bill chats with the Founder and CEO of Winject Studios, Chris Ross. They talk about what Chris has been up to these days, his business ventures, and how he keeps his business growing. He also shares how he focuses on the positive aspect of being a visionary entrepreneur despite the many challenges he faces and how he deals with having haters.

Creator of several top-rated shows, WINJECT Radio, The Jesslee Roadshow & The WIN-WIN Effect, all presented by his all-in-one education broadcasting & media corporation WINJECT Studios. Additionally, he operates as an Executive Producer for all Original Shows.

Most known for being in the Top 1% in Sales and the man behind the rapid growth of several billion-dollar companies, he systematically orchestrated using his approach that shifted the trillion-dollar education industry.

Highlights:

[2:30] Let’s talk about what Chris keeps on his desktop computer

[5:57] How does he utilize the file for his growth?

[7:57] What’s next for Chris?

[11:34] How does he focus on the positive, not the negative?

[13:32] What was wrong with the podcasting industry?

[27:55] What’s Chris’ legacy going to be?

[30:27] How does he deal with haters?

[37:26] Where to find more of Chris?

[38:06] Outro

Here at Bloom Financial, we wanted to say Happy Memorial Day to everyone! This will be a short and sweet episode of the Retire as You Desire Podcast because we just wanted to share how grateful we are to everyone who sacrificed their lives so we can live and enjoy this country today and in the future. Let this episode be our way of honoring the military men and women who died so that others can live peacefully. 

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.
 

Highlights:

[1:35] What is a bear market?

[3:08] Should you freak out when the market is down?

[4:30] What’s the standard timeframe for a bear market?

[4:49] What can you do during this timeframe?

[6:30] Outro

What does the bear market have anything to do with your investment or financial situation? If it goes down, how will it affect your money? In this special Money Monday episode, Bill Bloom talks us through the current happenings in the financial industry. If you’re currently worried about the bear market and wondering what you can do during a bear market, make sure you stay tuned.

Highlights:

[1:35] What is a bear market?

[3:08] Should you freak out when the market is down?

[4:30] What’s the standard timeframe for a bear market?

[4:49] What can you do during this timeframe?

[6:30] Outro

In today’s episode, Bill talks to the Director of Baird, Mark Fujiwara, about his journey to success and how he built his network of remarkable people. He also shares how he makes it a point to be present at all times with his family despite his busy schedule and more about his personal life.

Mark Fujiwara is a Personal CFO to a select group of wonderful clients, a certified portfolio manager, author, and speaker on the missing component of a financial plan. Most of the entrepreneurs and retirees he speaks to not only need guidance and order with their finances but struggle to address the most important issue of health and longevity. Working with entrepreneurs for 25 years, he has discovered that without addressing their most important asset, all that they’ve worked for could be for not.

Highlights:

[1:25] How do you get to your destination?

[2:56] You have to be able to adjust to different scenarios in life

[3:56] Ask for advice and mentorship

[5:17] Staying on course is all about being consistent

[6:34] Outro

In today’s Money Monday episode, Bill talks about adapting to the changes in life can help you get to where you want to be. When you set off to either start a new career or a new job post and you are in transition, sometimes things never work out the way you want them to. Nothing goes according to plan. What’s important is to stay consistent with your goal, ask for help, and be prepared to adapt to the changes that life may bring.

Highlights:

[1:25] How do you get to your destination?

[2:56] You have to be able to adjust to different scenarios in life

[3:56] Ask for advice and mentorship

[5:17] Staying on course is all about being consistent

[6:34] Outro

Burnout is a relatively new term for a fairly common experience. It’s more than just feeling a little “stressed out” because if left unchecked, it can show up as physical, mental, and emotional illness — and can have some pretty devastating impacts down the road. In this episode, Bill talks with a Psychiatrist and Coach, Dr. Manuel Astruc MD. They talk about how he started in his field and how he decided to start his own business. He also shares his experience of going through burnout himself. 

Dr. Astruc first became interested in psychiatry during medical school. He realized that his favorite part of rotations was sitting down with patients after his rounds were completed, getting to hear their stories and know them individually.

Dr. Astruc graduated from the Virginia Commonwealth School of Medicine in Psychiatry and has worked as the medical director of the Saratoga Hospital Mental Health Unit, the medical director of Saratoga County Alcohol and Substance Abuse Services, and as a coach for entrepreneurs. He’s spent the last 15+ years in private practice in general psychiatry.

With over 50,000 hours of experience helping people find their way out of mental illness, Dr. Astruc loves getting to know his patients and helping them on their journey from despair to hope.

Highlights:

[1:36] How did Manuel fall in love with the field of psychology?

[4:30] Where he learned his skill of making people talk

[6:07] How and why he created his business

[14:33] What did burnout look like for Manuel?

[17:15] Can burnout take years off your life?

[18:13] How much does food play a role in someone’s depression?

[20:48] The importance of setting goals when you’re depressed

[22:37] How do you help someone who is in a state of depression?

[25:44] Can addressing problems help in battling depression?

[29:25] What does it mean to Manuel?

[30:19] Where to find Manuel

Recently, interest rates have risen to half a point, which creates some changes, but what are these? What does increasing interest mean, especially in our day-to-day lives. Tune in to learn more about it so can properly plan your next move to secure your financial future.

Highlights:

[1:33] Getting ahead of inflation

[1:54] What do rising interest rates mean?

[2:42] Savings rates might go up

[3:26] Credit card debt-APR may go higher 

In today’s episode, Bill is joined by Coach, Author, Speaker, and Founder of Your Team Success, Shannon Waller. They talk about the importance of teamwork in an organization and how having the right people in a company is crucial to achieving success. She also shares insights around teamwork and success that she’s gained from working with entrepreneurs and their teams over the years.

As a coach, author, speaker, and innovator, she has made her mark as the world’s foremost expert on entrepreneurial teams. Shannon Waller operates with the mindset that business isn’t just a head game; it’s also a heart game.

Shannon Waller is a passionate expert on entrepreneurial teams. With Strategic Coach®, the premier entrepreneurial coaching company since 1991, she’s the creator of The Entrepreneurial Team® Program, a parallel program for team members of Coach clients that focuses on fostering a winning Entrepreneurial Attitude in its participants.

A key decision-maker at Strategic Coach and a recognized trailblazer in the area of teamwork, Shannon is a sought-after speaker, presenter, and coach. She’s a Kolbe Certified™ Consultant and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She also co-authored the bestselling book Unique Ability® 2.0: Discovery and has written two books about entrepreneurial team success. Her first book, The Team Success Handbook, is a wealth of her distilled teamwork wisdom and includes 12 actionable strategies for working successfully in any entrepreneurial company. Most recently, Shannon published Multiplication By Subtraction, a comprehensive guide to gracefully letting go of wrong-fit team members.

A powerful speaker, she is always working to deepen her connection with the audience and thrives when confronted with the unexpected. Waller regularly speaks at summits and symposiums to enlighten the entrepreneurially minded about the power of teamwork and how, with the right people in the right places, a team can leverage you in innumerable ways.

Highlights:

[1:29] Why does Shannon like writing books?

[5:09] On teamwork

[9:50] Drawing the line in terms of giving up tasks and keeping them

[12:57] Her advice for people about finding the right folks

[18:00] Using the Kolbe test to hire people

[24:51] How she got associated with Strategic Coach

[34:29] What does money mean to Shannon?

[36:41] Great teamwork ideas with your significant other

[40:20] Where to find Shannon

Today’s episode is brought to you by Diane Money, your financial life simplified. If you want to learn more about this technology, check out www.dianemoney.com. Speaking of finances, today’s episode is all about what you should do, money-wise, when the markets are down. We are currently in that market state, so make sure you tune in to know what you can do to put your money to use.

Highlights:

[1:38] What today’s episode is all about 

[2:18] Bill’s thought process: start buying

[3:31] The moral of the story

In this episode, Bill is joined by Author, Speaker, Podcast Host, and Founder of Jen Du Plessis, LLC, Jen Du Plessis herself. They talk about how she was able to live a life of luxury through the years and what gives her the confidence to do all the things she does. She also shares how she shifted from earning money but not being present for her family to doing both simultaneously.

Jen Du Plessis, America’s Mortgage Mastery Mentor helps mortgage loan officers and real estate agents who are overwhelmed, stressed out, and sabotaging their personal lives for the sake of their business to multiply results in record time and have the courage to say yes to their personal lives (which sometimes means saying no to clients).

During fifteen of her 37-year career in the mortgage industry, Jen has been listed in the top 1% of loan officers nationwide, spent three years in the top 200 nationally ranked originators, and has funded over $1 Billion in mortgage loans. She is recognized as an Influencer in her industry as the best-selling author of LAUNCH-How to Take Your Business to New Heights, top podcast host of Mortgage Lending Mastery, and highly sought and charismatic speaker; speaking on stages with such icons as Darren Hardy, Tony Robbins, and Les Brown.

Today Jen is passionate about empowering mortgage loan officers to achieve professional and personal breakthroughs so that they stop the daily chaos by identifying their priorities to gain calm to take back control of their business and life. She is guiding her coaching students to attract clients rather than chasing them. And lastly, she is devoted to helping each student’s business grow exponentially rather than hitting the reset button to have the same results year after year.

She has been seen and heard on Good Morning America, Sirius/XM Radio, Voice America, and Mortgage News Network.  Jen has been featured in publications such as The Wall Street Journal and The Washington Post; is a regular contributor to Mortgage Executive Magazine and Mortgage Women Magazine, and has been recognized with the Women with Vision Award as one of the Top Women in the Mortgage Industry.

Highlights:

[1:44] What allowed Jen to live a life of luxury?

[4:59] What gives Jen the most energy?

[8:34] How do you know you’re doing the right thing in your life

[12:11] What’s going on for Jen

[16:35] Where did she get her confidence to do anything?

[23:16] On not being able to make memories with her family and cracking the code to spend more time with them

[26:10] How Jen changed her habits

[28:22] What does money mean to Jen?

[30:30] Where to find more of Jen

[33:22] Outro

If you ask anyone how to build wealth, the most basic answer will be: make money, save money, and invest money. In today’s episode, Bill shares how you can build wealth by diving into each step and helping you understand what it takes to make your wealth. While get-rich-quick schemes sometimes may be enticing, the tried-and-true way to build wealth is through regular saving and investing—and patiently allowing that money to grow over time. It’s okay to start small. The important thing is to begin.

Highlights:

[2:21] Step 1: Understand and eliminate your bad debt

[2:56] Step 2: Build up your emergency savings fund

[5:20] Step 3: Understand your purpose

[6:19] Step 4: Start a business

[7:20] Step 5: Let your money work for you

[8:37] Email Bill to join his free class at bill@bloomfinancial.us 

In this episode, Bill talks with the Co-Founder of The Business Resource and Founder of WinBack Labs, Dan Pfister. They talk about Dan’s entrepreneurial journey of losing many clients in 2016, getting them back, and using that experience to help businesses get returns on their past clients.

Dan Pfister has been a marketer for over two decades and has spent thousands of hours testing and implementing a wide variety of sales and marketing strategies. 

In total, they’ve generated over 50,000 customers and have allowed him to work with brands like Fidelity Investments and Tony Robbins.

In 2016 Dan launched his first WinBack campaign and was more than surprised when it produced an amazing 57X ROI.

Nothing in his 20 years of marketing had created that much revenue that fast at such a low cost.

Based on the success and predictability of WinBack, Dan founded WinBack Labs and became an evangelist for this undervalued and under-appreciated revenue strategy.

Highlights:

[1:35] Making his idea into a business

[5:50] What caused attrition in his business in 2016?

[9:06] The metrics he has put into place for their WinBack program

[14:31] The process for screening clients

[17:19] Setting limits for their WinBack program

[19:52] What to the company morale after losing and then getting back their clients?

[23:28] The difference between 32x and 180x returns on client

[29:36] His advice for people on creating their own WinBack

[31:46] What does money mean to Dan?

In today’s Money Monday episode, Bill shares the difference between being rich and being wealthy. Most people aspire to become rich themselves, but they don’t know where to put their money to become wealthy. So tune in and learn how you can leave behind wealth for your family’s successive generations to come.

Highlights:

[1:16] Rich vs. wealthy

[3:38] Challenge your thinking

[4:24] Takeaway

[5:31] Outro

Today Bill talks with Serial Entrepreneur and the Founder of GravyStack, Apex Leadership Co., and Hapbee, Scott Donnell. They talk about Scott’s journey from wanting to sell his company and sail into the sunset to changing his mind about it and starting a few more businesses with just his vision and passion.

Scott Donnell is the CEO at Hapbee Technologies, Inc, and a business leader who has dedicated his life to both physical and mental health. Scott’s personal passion for healthy living led him to create a wearable device, Hapbee, utilizing 15 years of research in magnetic fields and frequencies to help people feel better.

Previously, Scott founded a fitness and fundraising program for schools called Apex Leadership Company, which has raised $75 million and now has 115 franchises and 3 million customers.

Scott has ten years of experience building over 80 consumer products and has collaborated with many other world-class experts in the frequency and energy space. Scott strongly believes that the field of frequencies has the possibility to change the way we see the world, our bodies, and the future.

Highlights:

[1:56] Changing his mind about selling his company

[6:10] When his financial education started

[9:45] How can you create a future with your vision?

[14:42] How has his family business changed his freedom of time?

[19:20] 10X-ing your investment in your family

[21:28] All about Hapbee

[28:00] How is his experience in hiring CEOs to run his companies?

[33:28] What does money mean to Scott?

[35:13] Learn more about Scott

[36:59] Outro

In today’s episode, Bill talks about the importance of getting your finances in order to enjoy your life to the fullest. When you have financial freedom, you can choose what you want to do with your money. When you let your money work for you, you’ll have more time to do what you want and enjoy your life. The big question is, are you doing the right thing to get to where you need to be financially?

Highlights:

[1:18] Bill welcomes his second son

[2:01] The importance of time

[4:13] How are you spending your time?

In today’s episode, Bill is joined by Entrepreneur Lamarr Lark to talk about what it’s like to live life on purpose and according to plan. They talk about how at the age of 25, Lamarr vowed that after age 50, he would no longer be part of corporate America. So at 48, he left that cushy corporate life to start his journey of starting his own business. They also talk about how his faith played a large part in his success now.

Highlights:

[2:04] Why did Lamarr want to leave his corporate life and become an entrepreneur?

[13:32] On doing better now than when he did in the corporate world

[15:20] Where his superpower of planning came from

[20:21] What about the cheque?

[26:23] On finding true purpose

[29:36] On owning a Chick-fil-A

[33:50] What does character mean to Lamarr?

[35:16] What does money mean to Lamarr?

[37:53] Where to find Lamarr

Today, Bill talks with the Coach, Author, and CEO of GROW STACK DRIVE brand, Ken Joslin. They talk about how Ken has changed his life in 90 days, lost a lot of weight in 18 months, and grew his network. Ken also shares his core values and discipline about daily small incremental changes in his life.

CEO of the Ken Joslin Team & the GROW STACK DRIVE brand, Ken is a former Pastor turned Coach as well as a real estate professional. Ken Joslin is a driven leader who has closed over $250mm in real estate transactions. He has planted multiple churches and mentored hundreds. He is passionate about helping business leaders Build Confidence, Gain Clarity & Create Community. More than that, Ken is a generous father and friend.

Highlights:

[1:49] How to change your life in 90 days

[5:12] What does Ken’s schedule look like?

[12:42] The importance of gratitude for Ken

[16:42] How has his network evolved?

[21:49] The Grow Stack Drive event

In today’s episode, Bill talks with Author and Founder of SEO National, Damon Burton. They talk about Damon’s entrepreneurial journey of 15 years and how he rapidly grew his employees from 15 to 60 in just a matter of months. When companies are now shifting everything online, his expertise is more important than ever in helping businesses thrive. If you are a brand-new entrepreneur or a seasoned, this is a great episode to tune in to.

Damon Burton's expertise is more important than ever in helping businesses thrive online. Over a decade ago, he beat a billion-dollar company by outranking them on Google. He knew he was onto something and has gone on to build an international search engine marketing company that's worked with NBA teams and Inc5000 & Shark Tank featured businesses.

Never before has there been so many people needing something to focus their attention on… AND the time to do it. Your customers are on either their phone, tablet, or computer 24/7. Simply having a website isn’t enough, and no one knows this better than search engine marketing expert Damon Burton.

Since founding his company SEO National in 2007, he writes for Forbes, has been featured in publications including Entrepreneur Magazine, BuzzFeed, and USA Weekly, and has helped high-profile clients make more in a month than they used to in a year.

Highlights:

[1:48] Diving deeper into his book: How to Win A Heart

[5:25] How he manages his relationships and his five priorities

[6:59] His faith

[7:22] His wife

[8:46] His kids

[9:21] His health

[10:30] His business

[13:13] Saying no to create abundance and eliminate scarcity?

[16:27] Transforming scarcity into abundance

[23:09] On firing the people who are not a right fit in his life

[26:31] What does money mean to Chad?

[29:16] The G5 Summit

[30:17] Outro

In this episode, Bill talks with the Author, Entrepreneur, Coach, and Founder of The Achademy, Chad Johnson. They have an insightful conversation about relationships, abundance, and finding happiness. Chad also shares his Giant 5 priorities, which makes his life more fulfilling every day because success is all about building relationships and achieving balance in life.

Chad Johnson is a third-generation entrepreneur who had several successful careers before returning to the family business and lifting it to an exponentially higher level of success. But as happy as he is about creating a powerful, engaged, self-managing team, he ultimately sees business as “a tool for having an extraordinary life and rich relationships.”

Chad is the “Chief Inspiration Officer” of Ceramic Decorating Company, a 95-person firm in California that screen-prints premium labels on glass for craft beer, wine, and cosmetic products. Chad’s grandfather started the business with his brother in 1934, and his father and uncle carried it on for another generation.

Highlights:

[1:48] Diving deeper into his book: How to Win A Heart

[5:25] How he manages his relationships and his five priorities

[6:59] His faith

[7:22] His wife

[8:46] His kids

[9:21] His health

[10:30] His business

[13:13] Saying no to create abundance and eliminate scarcity?

[16:27] Transforming scarcity into abundance

[23:09] On firing the people who are not a right fit in his life

[26:31] What does money mean to Chad?

[29:16] The G5 Summit

[30:17] Outro

In today’s episode, Bill talks with Speaker, Author, Coach, and CEO of Bluefish, Steve Sims, about making things happen through pure passion. They also talk about how he started doing his speakeasies and how the pandemic changed his personal and entrepreneurial life. So if you’re looking for more motivation to do the things you are passionate about, this episode is it.

Quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine, Steve Sims is a best-selling Author with "BLUEFISHING - The Art of Making Things Happen," sought-after consultant and a speaker at a variety of networks, groups, and associations as well as the Pentagon and Harvard - twice!

As the founder of Bluefish, one of the top personal concierge services, and an expert marketer within the luxury industry, Steve has been quoted in various publications & TV, including the Wall Street Journal, Forbes, London's Sunday Times, South China Morning Post, and many more.

Want to sing with your favorite rock star, be serenaded by Andre Bocelli, walk the red carpet at A-List Oscar parties, get married in the Vatican, Dive to the wreck of the Titanic - these are just a few highlights of what Steve has been asked to provide for his clients.

He makes the impossible - possible, after all, he is quoted as "The Real Life Wizard of Oz" by Forbes and Entrepreneur Magazine.

An entrepreneur in the truest sense of the word, Steve is well regarded within the luxury world for his innovation and down-to-earth personality. Known for his honesty, integrity, and doing things "his way," Steve creates experiences for his clients that they could never have imagined being possible.

Highlights:

[2:11] What did the pandemic do for Steve?

[5:02] On closing three businesses at the same time

[10:54] Keeping it simple and having fun while creating value for their clients

[16:55] Testing his credibility by having speakeasies

[27:14] The most common issues the entrepreneurs who go to his speakeasy has

[35:39] The largest cheque he has ever received through his connections

[37:18] What does money mean to Steve?

[40:21] Where to find Steve