Extraordinary America

In this episode, Dan Rogers, author of Escape the Clock, shares how he transitioned from a tech career to financial independence and early retirement. He offers insights on financial literacy, practical steps for managing money, setting goals, and distinguishing between financial and time freedom.Chapters:(02:28) Time and income are crucial for achieving early retirement(07:32) Financial freedom can enable time freedom(14:00) What most people get wrong about saving and investing(18:36) Limiting beliefs around money based on religion(22:03) Social media, media, and technology lead to people getting into debt(24:09) Getting out of debt relatively fast can help people achieve financial independence(35:32) Dan Freedman's book Escape the Clock covers everything from investing to retirement planningSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPDaniel C. Rodgers bio:Author and creator of Escape The Clock. After a fulfilling 20-year career as a lead program manager at Google, I embraced retirement to focus on what truly matters. Now, I passionately devote my time to family, writing stories that inspire, honing my skills on the pool table, and uplifting others as a coach and freelance program manager. Embrace life’s journey and make a difference!Connect with Dan:https://escapetheclock.com 

In this episode, we welcome Brian Harriet, an accomplished author, speaker, and financial advisor, who shares his insights on achieving both time and financial freedom. Brian discusses his journey from traditional financial planning to creating a lifestyle that prioritizes meaningful freedom and flexibility. He emphasizes the importance of aligning work with personal values and offers practical advice for managing finances and investments to support a life of choice. Tune in to discover how you can unlock your own extraordinary life!Chapters:(02:52) Financial advisor for entrepreneurs who want to achieve time freedom(12:17) There's a time freedom formula that helps people manage their finances.(19:57) The no-budget budget to help you manage your spending.(24:08) Debt accumulated (27:41) There's consumer debt, and there's good debt. (33:15) Mark Zuckerberg says starting a business at an early age is important.Sponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPBrian Herriot bio:Brian is an author, speaker, three-time founder, entrepreneurship coach, and Registered Investment Advisor.For years, Brian followed the conventional path to success, climbing the corporate ladder at Accenture and UCSF Health. He worked long hours, saved diligently, and did everything you’re supposed to do financially. He had security, but no freedom to live his best life–his time was not his own.Brian has since built a lifestyle business that prioritizes flexibility but still supports his financial goals. He works on his terms—ramping up and down as he chooses. During the summer, you’ll find him at his cabin on Lake Seventeen in beautiful Hazelhurst, Wisconsin. To make this new life possible, he leverages an investment strategy designed for entrepreneurs.Connect with Brian:https://www.herriotfinancial.com https://www.linkedin.com/in/brianherriot 

In this inspiring episode, we welcome Michelle Campbell, a passionate advocate for social change, personal transformation, and financial literacy. As the founder of the nonprofit Hashtag Stability, Michelle shares her journey from facing homelessness to empowering others through financial education. We discuss her entrepreneurial ventures, the impact of financial instability on mental health, and her new book, Bluebird, which reflects on her struggles and resilience. Tune in for a powerful conversation about purpose, community, and the importance of financial literacy!Chapters:(05:06) Starting a business in College(11:38) Financial literacy- key to personal transformation(17:25) Financial instability impacts mental health (22:18) Most people go through life not knowing what their true purpose is(25:34) God makes us go through hardships so that we can help others(32:48) Starting small with budgeting and investing can help boost your financial stability(36:01) The American dream is all of us helping each other(42:19) The only way to get financial stability is to be financially literate(44:04) Hashtag Stability is a non-profit that helps people with financial literacySponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPMichelle Campbell bio:Michelle Campbell is a passionate advocate for social change and personal transformation, bringing a wealth of experience and expertise to her writing and leadership roles. With a deep commitment to addressing pressing societal issues, she has dedicated her life to supporting the most vulnerable in our communities and promoting financial literacy.As the visionary founder of #Stability, a pioneering social welfare non-profit, Michelle has played a pivotal role in addressing the challenges faced by homeless individuals and advancing financial literacy. Under her leadership, #Stability aims to provide critical support, resources, and advocacy for those struggling with homelessness, helping them regain their independence and self-sufficiency. The organization has launched numerous initiatives, including workshops, mentorship programs, and online resources that demystify personal finance topics such as budgeting, saving, investing, and debt management. Michelle’s innovative approach leverages both technology and community partnerships to make financial education accessible to all, regardless of socioeconomic background.Michelle’s dedication to financial empowerment extends beyond her work with #Stability. She is an Enrolled Agent (EA) with over 20 years of experience in the financial services sector, specializing in tax planning, accounting, and financial consulting. Her expertise in federal taxation allows her to address financial and economic challenges on both personal and systemic levels, representing clients before the IRS and providing a robust foundation for the comprehensive financial literacy programs developed by her organization.In addition to her advocacy work, Michelle is actively involved in supporting various organizations that focus on critical social services, homelessness, reproductive rights, and mental health. Her dedication to these causes extends beyond the written word, as she collaborates with these organizations to effect meaningful change in the lives of individuals and communities.Michelle’s multifaceted background, unwavering commitment to social justice, and personal journey of resilience and transformation are powerfully conveyed in her memoir, "Blue Bird". As a highly skilled author and advocate, she continues to inspire and lead efforts to equip individuals with the knowledge and tools they need to achieve financial success. Her dynamic leadership and dedication to positive change make her a compelling voice in the worlds of advocacy and literature. Connect with Michelle:https://bymichellecampbell.com/my-companyhttps://www.amazon.com/Bluebird-Memoir-Trauma-Heartbreak-Struggle/dp/B0DM6QLB1F

In this episode, we welcome the insightful Monica Garcia Degal, a viral financial expert and billion-dollar business coach. With over 30 years of experience in finance, she shares her journey from aspiring lawyer to investment banker and entrepreneur. Monica discusses her Whole Health Plan and Financial Bites method, offering practical advice on wealth building, smart investing, and achieving sustainable success. Whether you're looking to manage personal finances or scale your business, Monica provides invaluable insights to help you navigate the complexities of finance with clarity and confidence.Chapters:(04:57) Lessons learned about finance from working on Wall Street(155:27) Advice on debt. (19:32) Gold and silver, or cryptocurrencies(25:27) Character traits that a successful business owner or investor should have(27:25) Scaling a business(32:08) The importance of trust (40:35) Focus on what you really like will make you more successfulSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPMonica Duggal bio:Monica Duggal is a financial strategist, bestselling author, and upcoming TEDx speaker with over 30 years of experience empowering high-achieving entrepreneurs to turn money into momentum and build wealth without burnout. Transitioning from a Wall Street strategist to a transformational wealth coach, Monica has become a trusted guide for entrepreneurs, advisors, and visionaries seeking to create powerful businesses and rich, fulfilling lives.She is the creator of the Financial BITES Method™, a practical 5-step system that helps founders master Business Budgeting, Investing, Taxes, Exit Strategy, and SOPs. Monica’s approach blends financial clarity with nervous system wisdom, emphasizing that structure creates freedom and breath brings you back to center.Driven by her own journey through the pressures of finance and entrepreneurship, Monica is passionate about helping others avoid burnout and align their businesses with their lives. Her mission is to transform pressure into power, money into momentum, and business into a sustainable force that supports personal freedom and purpose.Connect with Monica:https://www.monicagarciaduggal.com/https://www.linkedin.com/in/monicagduggal 

In this episode, we feature John Kailunas II, a first-generation immigrant who began his finance career in 1988 and now manages over $3 billion in assets. He discusses his journey, the role of mentorship, and the challenges of starting his own business. John also shares insights on financial planning, creating a fulfilling retirement, and his podcast, C4G Sales Success, which aims to help sales professionals succeed. Don't miss this inspiring conversation!Chapters:(02:02) Who is John Kailunas II(03:36) Fear of failure(07:15) Handling money(08:52) Hiring an advisor is key to investing successfully(12:49) Trust but verify relationships(21:24) Handle difficult employees (24:26) You have to delegate to the right people(29:31) The American dreamSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPJohn A. Kailunas II bio:Early in his upbringing as a first-generation immigrant, John Kailunas II had ingrained in his very person the importance of hard work, commitment, and dedication to those who put their trust in him. John began his career in the financial industry in 1988 as a sales representative with Sun Life of Canada. That was all the opportunity he needed to leverage his drive and ambition to achieve the American dream. He was soon promoted to a sales management role, where he led and trained others to obtain their American dreams. John’s successful track record continued as he developed his entrepreneurial and leadership skills, including time at John Hancock’s General Agency system. As an Associate General Manager, his team became the number one recruiting office and the leading investment-producing office nationwide. The platform created by Kailunas served as the foundation for John Hancock to launch its national Community Bank Platform. Today, John leverages his three-plus decades of experience and successes that make him uniquely qualified to help Financial Professionals and businesses reach their own goals as a way of giving back. John’s entrepreneurial spirit propelled him for the next two decades as he and his team built Regal Holdings and its subsidiaries: Regal Investment Advisors (2B+ AUM), LionShare (SMA Distribution), and Regulus Financial Group (Broker-Dealer 2B+ AUA), Regal Charitable, Regal Financial Group (Retail) and now Catalyst4Growth (Professional Development). The Regal team has been honored to receive numerous awards, including E&Y Entrepreneurial Finalist, Top RIAs in the Country, Best Places to Work, and the Coolest Places to Work, among others. John is an active member of the West Michigan YPO Gold Chapter, having served as its Chairman for three consecutive terms and as Regional Deal Network Chairman. Kailunas takes great pride in building individual salespeople and distribution platforms with strategic thinking and pragmatic leadership. He would be honored to have the opportunity to discuss how he can leverage these resources to help you achieve your dreams. Kailunas has been happily married to his wife, Deborah, for over 25 years and is the proud father of two children: his oldest, Courtney Kailunas, DNP, and his son, John “Trey” A. Kailunas III. John enjoys traveling and has visited all 50 states and 34 countries over six continents. John enjoys the outdoors, hunting, fishing, cigars, and bourbon.Connect with John:https://www.catalyst4growth.org https://www.catalyst4growth.org/podcasthttps://www.linkedin.com/company/catalyst4growth1 

In this episode, we welcome Adam Goldman, the nation's leading franchise coach and consultant, who shares his journey from corporate America to franchise ownership. Adam discusses the importance of pursuing one's dreams, the misconceptions surrounding franchising, and how it can provide financial independence. He also dives into his book, 'The Franchise Lifestyle,' where he interviews franchisees about their experiences. Join us for insights on entrepreneurship, franchising, and achieving the American dream!Chapters:(03:20) Franchises appeal because of scalability(11:31) What do you think a person needs to become an entrepreneur(14:04) A lot of entrepreneurs struggle with balancing business and family life(16:13) franchise visa program called E2(19:03) The American dream is freedom and financial independence(20:24) Having discipline is key to achieving the American dream(21:52) Business owners need trust and delegation to grow their businesses(23:58) American identity is also about the pursuit of happinessSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPAdam Goldman bio:Adam Goldman is a seasoned franchise consultant with over 20 years of experience as an investor, serial entrepreneur, franchisee, and Master Franchisor. With a proven track record of building successful businesses across two continents, Adam brings a global perspective and hands-on expertise to every client he serves.His entrepreneurial journey began in Poland, where he founded a thriving IT company. After relocating to the United States, Adam launched a real estate investment firm in Texas, further cementing his reputation as a dynamic and resourceful business leader.Most notably, Adam grew the Vanguard Cleaning Area Developer concept in Houston into a multimillion-dollar operation, overseeing over 30 franchisees and serving over 300 customers. Under his leadership, the business became a regional powerhouse in commercial cleaning before being successfully sold.Today, Adam leverages his deep industry knowledge to guide aspiring entrepreneurs and investors toward the right franchise opportunities, helping them navigate the path to business ownership confidently and clearly.Connect with Adam:https://www.franchisecoach.net/about-me 

In this episode, we welcome Jack Clark, the founder of 180 Water, who shares his inspiring journey from a small-town ranch to establishing a franchise in the water well industry. Jack discusses his challenges, the importance of mentorship, and how he plans to scale his business to a thousand locations nationwide. Tune in to learn about the unique franchise model in the service industry, the significance of accountability in employee management, and Jack's vision for the future of water accessibility.Chapters:(04:58) 180 Water Service (06:59) The franchise model (14:05) Human resource management(16:34) Mentorship(19:45) Transitioning from blue collar to white collar work(23:24) American identity is about the pursuit of happinessSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPJack Clark bio:Jack Clark is the founder of 180 Water. He and his family live in Helena, MT, near where he grew up cattle ranching. He started Western Water Wells in 2014, and his desire to help others succeed in the water well industry has only grown. Jack’s life has followed a theme of accomplishing impossible tasks with unique solutions. Utilizing Jack’s heart for service and the talents of his growing team, he has built 180 Water. Jack aims to empower a new generation to provide for their families and communities and break the scarcity mindset.Connect with Jack:https://180waterfranchise.com https://www.linkedin.com/in/jack-clark-6715392ab 

In this inspiring episode, we welcome Kellan  Fluckiger, a remarkable entrepreneur, author, and speaker who shares his extraordinary journey from a life filled with depression and addiction to one of purpose and transformation. Kellan discusses the pivotal moments that changed his life, including a divine intervention and a near-death experience that reshaped his perspective on success and fulfillment. Join us as we explore overcoming limiting beliefs, embracing personal growth, and tapping into our true potential.Chapters:(03:35) Divine intervention(20:20) Intuition, inspiration(22:46) Internal battle (28:00) A near-death experience(40:03) I was in a coma for 14 days (43:08) The First thing is to commitSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPKellan Fluckiger bio:Kellan Fluckiger is a dynamic entrepreneur, 10-time best-selling author, transformational speaker, high-performance coach, award-winning performer, investor, and philanthropist. He is also the host of the acclaimed podcast Your Ultimate Life, which has released nearly 1,000 episodes and inspired listeners worldwide.Kellan's path to success was anything but ordinary. After surviving decades of depression, addiction, a life-threatening illness, and a near-death experience, he emerged with a fierce dedication to helping others unlock their true potential. His journey has made him a powerful catalyst for change, motivating people, melting barriers, moving mountains, and mobilizing inner superpowers to achieve their desired life.Kellan is known for his remarkable ability to guide others through deeply rooted limitations, and he has been featured in major outlets like NBC, ABC, CBS, Fox News, HuffPost, Miami Herald, and LA Talk Radio. As a coach and keynote speaker, he specializes in helping clients rewrite old stories, break free from limiting beliefs, and build the mindset necessary to accomplish what once seemed impossible.His impressive executive background includes pioneering work in the energy sector, where he testified before Congress and played a critical role in addressing the Enron scandal and resolving energy market manipulation in the Western U.S. and Canada.Kellan’s relentless pursuit of growth extends to the arts and personal mastery. He has performed in an award-winning choir that reached the top of the Billboard charts four times and continues to write prolifically, authoring 21 books, many of which are international bestsellers.With a powerful voice, a compassionate heart, and proven results, Kellan Fluckiger is committed to helping individuals and organizations tap into their divine gifts, rise above limitations, and create lives of purpose, prosperity, and impact.Connect with Kellan:https://www.yourultimatelifepodcast.com https://www.kellanfluckiger.com 

This episode welcomes Josh Leon, a serial entrepreneur and relationship development expert. Josh shares his journey from aspiring pastor to successful business owner, emphasizing the importance of building authentic relationships over transactional interactions. We explore how a relational approach fosters deeper connections and leads to greater success in business. Tune in to discover how to cultivate meaningful relationships that can transform your personal and professional life!Chapters:(02:46) Josh Miller’s background (05:06) The relationship aspect of business is different from transactional business(09:28) Lack of trust in industries (13:41) Every entrepreneur should love with excellence(18:19) Business owners often work in silos and lack authentic relationships(25:20) Social media has revolutionized business(32:08) American identity is about the pursuit of happinessSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPJosh Lyons bio:Josh Lyons has built a life rooted in deep relationships, intentional choices, and lasting impact. He credits this to learning how to connect meaningfully with the people who matter most. While many approach life with a transactional mindset, Josh chose a relational path that brings fulfillment in family, business, faith, and community. Now, he helps others do the same. As a mentor, trainer, and strategist, Josh equips leaders to become super connectors who build authentic relationships and align their lives with purpose. His work helps leaders create the kind of relationships and results they can be proud of.Connect with Josh:https://whoisjoshlyons.com

In this episode, we sit down with Adam Kus, President and Portfolio Manager at Libertas Wealth Management Group Inc. Adam shares his inspiring journey from aspiring doctor to leading a successful financial advisory firm. He discusses the lessons learned from guiding clients through market crashes and the importance of resilience in investing. Join us as we explore Adam's unique investment strategies and insights on achieving financial freedom in today's unpredictable economy.Chapters:(06:34) Learning resilience early on was crucial in business success(10:52) There will be another crash, another big crash(16:34) When it comes to investing, people have strong preferences(20:39) The biggest lesson learned regarding portfolio management(23:53) How should smart investors view the crash (26:46) I would not invest in digital assets without some trend following component(29:55) You should first focus on saving for your futureSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPAdam Koos bio:Adam started his career in 2001, just 10 days before the World Trade Center was attacked, and he is one of approximately 2,500 active Chartered Market Technicians® (CMT®) worldwide. He is also a CERTIFIED FINANCIAL PLANNER professional, a Certified Financial Technician (CFTe®) through the International Federation of Technical Analysts, and a Certified Exit Planning Advisor (CEPA).Adam has been named one of Central Ohio's "20 People to Know in Finance"​ by Business First. Financial Advisor Magazine honored him as one of only eight portfolio managers chosen to their "Research All-Star Team"​ for research & portfolio management. Investopedia named him one of the Top-100 Most Influential Financial Advisors in the U.S., and he was also interviewed and featured on the cover of Proactive Advisor Magazine with a focus on his trademarked Defense First® portfolio management strategy.Adam is an accomplished columnist, has made several guest appearances on WBNS 10TV, and is a former contributor for MarketWatch.com's "Trading Deck." You can also find him in The Wall Street Journal, Forbes, U.S. News & World Report, Yahoo! Finance, and he is a regular contributor at Seeking Alpha. Adam's company (Libertas Wealth Management Group) has been named to Columbus Business First's Top Fiduciary Financial Planning Firms every year since 2014, he is a recipient of the 2011 Business First Greater Columbus "Forty Under 40"​ award, a 6-time winner of Columbus CEO Magazine’s “Best of Business” awards (winning “Best Private Wealth Management Firm"​), and he is most proud to have been honored by the Better Business Bureau, winning their coveted "Torch Award for Ethics and Trust."​ Born in Northeastern Ohio, Adam moved to Columbus to attend college at The Ohio State University. After graduating, he married his best friend, Donna, in 2003, and they have two sons, Karston & Kamden. When he’s not being the best father and husband he can be, he plays sand volleyball on Thursday nights, enjoys a cocktail or a glass of wine by the fire outside in his backyard, or spends downtime with his family and closest friends. Finally, Adam is a Cleveland Browns season ticket holder, an avid Buckeye Football fan, and has attended more than 140 games since 1995.Connect with Adam:https://www.libertaswealth.com 

We sit down with Adam Kus, President and Portfolio Manager at Libertas Wealth Management Group Inc. Adam shares his inspiring journey from aspiring doctor to leading a successful financial advisory firm. He discusses the lessons learned from guiding clients through market crashes and the importance of resilience in investing. Join us as we explore Adam's unique investment strategies and insights on achieving financial freedom in today's unpredictable economy.You can hear the full episode on Thursday, October 9th   

In this enlightening episode, we welcome Kevin Gutman, a senior mortgage broker and reverse mortgage specialist with over 21 years of experience in the industry. Kevin shares his journey from a nonprofit career to the mortgage sector, emphasizing the importance of understanding home financing options for seniors. He provides valuable insights on common mortgage pitfalls, the advantages of working with mortgage brokers, and practical strategies to save money and pay off loans faster. Dive into the world of reverse mortgages, learn how they can benefit seniors, and discover the myths surrounding them. This episode is a treasure trove of actionable advice for homeowners looking to secure their financial future!Chapters:(04:35) Working with a mortgage broker can save money on your mortgage(08:30) Reverse mortgages have been around since 1961(15:33) What is a reverse mortgage, and how does it work(27:08) compound interest when it comes to mortgages(36:06) A Reverse Mortgage Changed My Life about senior homeownersSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPKevin Guttman bio:Kevin is a senior mortgage broker, reverse mortgage specialist, and four-time Amazon best-selling author, including the book A Reverse Mortgage Changed My Life. He brings a wealth of knowledge, integrity, and a people-first approach to senior home financing. With a deep commitment to helping senior homeowners understand their options. Kevin focuses on simplifying the home loan process while prioritizing transparency and convenience. With over 21 years of experience in mortgages, reverse mortgages, and real estate investments, Kevin offers actionable insights and relatable stories that resonate well with seniors and their families. As one of only 218 certified reverse mortgage professionals in the country, Kevin has over 1,005 five-star reviews and an A rating from the Better Business Bureau. He's a proud member of the National Association of Mortgage Brokers and the National Reverse Mortgage Lenders Association. His background includes growing up in a real estate family, earning three master's degrees, and a strong track record of client referrals and repeat business, which comprise 85% of his workConnect with Kevin:https://reversemortgagerevolution.com 

In this episode, we are joined by Isilay Cabuk, an inspiring executive leader and personal growth coach. Isilay shares her remarkable journey from being a nurse practitioner in Istanbul to navigating the fast-paced world of Wall Street and ultimately finding her passion in coaching. We explore her challenges along the way, her insights on overcoming mindset blocks, and the importance of being present in our lives. Discover how Isilay's unique experiences shaped her coaching philosophy and how you can apply her lessons to your journey!Chapters:(04:17) Who is Isilay (15:09) The greatest lessons (16:30) Adapting to New York culture while retaining Turkish roots(21:09) The biggest mindset blocks and challenges people face(31:19) Immigration from Turkey to America(41:47) coachingSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPIsilay Cabuk bio:Isilay Cabuk is an executive leadership and personal growth coach based in New York, dedicated to empowering individuals to transform their dreams into reality through courage and determination. With a passion for helping people unlock their potential, Isilay partners with leaders and business executives to align their lives with their core values and achieve meaningful success.Before founding her coaching practice, Isilay built a diverse career as a Registered Nurse in Istanbul, Turkey, and later in the finance sector. This multidisciplinary background gives her a unique perspective, enabling her to approach challenges with insight and versatility. Her holistic approach and commitment to fostering growth make her a trusted guide for those seeking to live boldly and purposefully.Connect with Isilay:https://www.isilaycabuk.com 

In this episode, we welcome Janna Scott, the visionary founder of Defy Tax, a pioneering platform that simplifies cryptocurrency tax reporting. Janna shares her journey from Germany to the U.S., highlighting her commitment to improving the accuracy and reliability of crypto tax solutions. With insights from her extensive research and collaboration with regulatory bodies, she discusses the challenges faced by crypto traders and the importance of accurate reporting. Discover how Defy Tax is setting new standards in the industry and empowering users to navigate the complexities of cryptocurrency taxes confidently.Chapters:(01:26) Who is Janna Scott?(03:23) Cetera Box helps people understand their financials before tax season.(10:01) Chainalysis helping IRS trace crypto. (16:15) Features on blockchain are what are causing the IRS to refuse to use cryptocurrency.(28:36) The future of cryptocurrency(39:06) Cryptocurrency taxes and auditingSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPJanna Scott bio:Janna Scott is the founder and visionary behind DeFi Tax, a groundbreaking platform designed to bring clarity and compliance to the complex world of cryptocurrency tax reporting. With a career rooted in precision and innovation, Janna’s journey began in December 2021 when her accounting clients raised concerns about the accuracy and reliability of existing crypto tax solutions. Driven by her commitment to excellence, she embarked on a rigorous two-year research initiative, collaborating with leading institutions like the SEC, IRS, and prominent universities to uncover and address gaps in crypto tax compliance.Janna’s work has set a new standard in the industry, earning recognition from regulatory bodies and academic experts alike. DeFi Tax is now celebrated for its audit-ready reporting, direct blockchain data integration, and user-centric approach. By combining her expertise with a deep understanding of theevolving financial landscape, Janna has made it her mission to empower individuals, businesses, and institutions to navigate cryptocurrency taxes confidently. Her dedication to precision, transparency, and client protection continues to shape the future of crypto tax compliance.Connect with Janna:https://www.linkedin.com/company/defitax/posts/?feedView=all 

In this episode, we welcome Anmol Singh, founder of Live Traders and author of "Prepping for Success." Anmol shares his incredible journey from a shy college student in London to a successful trader in New York City. He discusses the emotional challenges of trading, the importance of discipline, and how to create a successful trading plan. Anmol also dives into the world of cryptocurrency, the future of investing, and the essence of the American dream. Don't miss this insightful conversation filled with valuable lessons for aspiring traders and investors!Chapters:(13:21) What is the average person's biggest challenge in the stock market?(17:57) Find a mentor to help you with the basics.(20:14) Cryptocurrency and trading in crypto.(28:43) 90% of cryptocurrencies will eventually go to zero.(32:59) What is your idea of the American dream? And what does it entail?Sponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPPeter Murphy Lewis bio:Anmol is the founder of Live Traders, a collaboration of professional traders. As a trader, investor, and author of Prepping for Success, Anmol Singh knows all about riding the emotional roller coaster of the stock market. The difference between profit and loss often comes down to understanding how to make logical, fast decisions based on constantly changing data. Anil and his team at Live Traders show people how to execute trades, review different scenarios, and, most importantly, keep their emotions in check when the stakes are high. Anmol has been trading since his college dorm days when he saved enough money to start multiple franchises legally and move to America. By age 22, he was well-established as a successful trader. He has been featured in major media outlets, including Business Insider, Forbes, and International Business Times. Connect with Peter:https://www.linkedin.com/in/anmolschttps://x.com/deltaninetyhttps://www.facebook.com/anmolschttps://www.instagram.com/deltaninety/#https://www.livetraders.com

In this episode, we welcome Kham Inthirath, a visionary leader in AI and business transformation. With over two decades of experience in marketing and consulting, Kham shares his remarkable journey from being a first-generation immigrant to a successful CEO. Discover how he is revolutionizing content creation through AI, reducing production time drastically, and redefining business automation. Kham's philosophy emphasizes the importance of embracing discomfort for growth and the necessity of a holistic approach to business, integrating technology, culture, and customer experience. Join us for an enlightening discussion on the future of AI and its impact on humanity!Chapters:(01:21) Who is Kham Inthirath (08:02) AI revolutionizing business in the 21st century(14:47) The economy and automation(24:40) There are way more entrepreneurs starting now because of AI(29:09) Other than ChatGPT, is there any other type of AI that the audience can use(30:41) Are there any advantages regarding Gemini and Perplexity versus ChatGPTSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPKham Inthirath bio:Kham Inthirath is an accomplished AI Advisor and Business Growth Strategist with over 20 years of experience in marketing, sales, branding, and customer experience. Having collaborated with organizations ranging from SMBs to Fortune 500s across corporate, startup, and entrepreneurial environments, Kham excels at solving complex business challenges and driving sustainable growth through innovative strategies and practical AI integration.As a first-generation immigrant from Laos and a former three-time Buddhist monk, Kham’s leadership is deeply rooted in human connection, purpose, and mindful action. These principles guide his approach to business and life as a strategist and a devoted husband and father of four. He firmly believes that technology, particularly AI, should amplify human potential rather than replace it. Embracing his mantra, “If you aren’t uncomfortable, you aren’t growing,” Kham inspires bold transformation in himself and his clients.Through his expert network, Compound Effect LLC, Kham empowers businesses to thrive by prioritizing their people. His human-centric AI strategies deliver transformative results, including an average of 90% year-over-year revenue growth, saving executives over 10 hours per week, accelerating marketing campaigns by 50%, and fostering stronger employee engagement for more collaborative teams.Kham’s expertise spans AI and marketing technology, branding and demand generation, user experience, and entrepreneurial culture. Beyond his professional pursuits, he enjoys soccer, cooking, golf, and quality time with his family. A passionate community advocate, Kham supports minority entrepreneurs and volunteers with organizations like The American Red Cross, the Asian Business Empowerment Council, and the Community Harvest Project, where he helps provide fresh produce to families in need. As a father, he strives to model a positive impact for his children and leave a lasting legacy.Kham is eager to connect with fellow leaders to share insights on AI-driven growth and explore how Compound Effect LLC can elevate businesses in the age of AI.Connect with Kham https://www.linkedin.com/in/khaminthirath/?profileId=ACoAAAFzkuABV3JTAtLfj5L8q-v-BO69SAUtAz8https://www.getcompoundeffect.com 

In this episode, we are joined by Paul Gabriel, a seasoned investor and the host of Everything Money. He shares his remarkable journey from a young boy in Iraq to a successful entrepreneur in the United States. Paul discusses his value investing strategy, the importance of diversifying investments across stocks, real estate, and business development, and his lessons throughout his career. Tune in to gain insights on wealth-building and the mindset needed to thrive in investing!Chapters:(06:28) How did you scale your business (08:56) How do you mitigate risk (13:45) Having a mentor(16:51) Don't ever trust a realtor or broker in real estate(24:20) All the best investors in the world don't like crypto(27:20) Being a good investor is about being disciplined, not making emotional decisions(32:35) A YouTube channel called Everything MoneySponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPPaul Gabrail bio:Paul Gabrail is a principle-driven value investor renowned for his wealth-building strategies in stocks, real estate, and business development. As the founder and host of Everything Money, a YouTube channel with over 265,000 subscribers and 2,700 videos, Paul educates his audience on cultivating the mindset, emotional discipline, and processes essential for long-term wealth creation.Born in Mosul, Iraq, in 1981, Paul relocated with his family to England at six weeks old, where his parents, both doctors, pursued additional training. At age three, the family sought political asylum in the United States, eventually settling in Canton, Ohio, in 1990. Paul’s investment journey began in high school during the late 1990s Internet boom. Inspired by Warren Buffett, he shifted from speculation to value investing, viewing stocks as business ownership. This pivotal realization shaped his career.A 2003 University of Michigan economics graduate, Paul founded The Crossroads Group, focusing on apartment investments in Ohio. During the 2007-2008 Great Financial Crisis, while others avoided real estate and stocks, Paul seized opportunities, acquiring hundreds of apartments and millions in stocks, yielding significant returns. Today, he manages over 1,000 real estate units across Ohio, Indiana, Texas, Mexico, Turks & Caicos, Ireland, and Scotland. His recent ventures include a 200-unit apartment complex in Louisville, Kentucky, and plans for two lake homes as rental properties. His stock investments target undervalued companies with strong future cash flow potential, chosen agnostic of personal biases.Launched as a podcast in 2018 and on YouTube in 2020, Everything Money teaches viewers to evaluate businesses’ financials, project growth, analyze real estate deals, and refine business strategies. Paul’s insights have earned him interviews in publications like The Property Investor.Beyond investing, Paul is an avid chess player with a 1750 rating on chess.com, having played 300 games monthly since 2016 and missing only one day. A devoted fan of University of Michigan football and the Cleveland Cavaliers, he cherishes the Cavs’ 2016 NBA championship comeback. He lives in Moreland Hills, Ohio, with his wife Lisa, her three children, and one grandchild. Paul travels frequently, with London as his favorite destination. At 43, he considers himself “retired,” living with unparalleled flexibility and doing what he loves daily.Connect with Paul:https://www.everythingmoney.com 

In this episode, we are joined by Paul Gabriel, a seasoned investor and the host of Everything Money. He shares his remarkable journey from a young boy in Iraq to a successful entrepreneur in the United States. Paul discusses his value investing strategy, the importance of diversifying investments across stocks, real estate, and business development, and his lessons throughout his career.You can hear the full episode on Thursday, August 28th

In this episode, we welcome Peter Murphy Lewis, the founder and CEO of Strategic Pete, a marketing consulting firm with a unique perspective on entrepreneurship and cultural immersion. Peter shares his extraordinary journey from a small town in Kansas to becoming a prominent figure in South America's travel and media industries. He discusses the challenges and triumphs of starting a business in a foreign country, the importance of trust and discipline in entrepreneurship, and his insights on the American dream. Join us for an inspiring conversation that explores the intersection of culture, technology, and the immigrant experience.Chapters:(03:25) Who is Peter Murphy Lewis?(15:13) What are some of the basic similarities and differences between Chile and Kansas(18:07) AI playing a role in businesses(22:49) I got into the TV through luck and strategy(27:57) You have to do delegation if you want to become financially successful(31:08) The only thing you can control in life is expectationsSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPPeter Murphy Lewis bio:Originally from Kansas 🤠, Peter's adventure began in 2004 when he explored the world. After passing through 10+ Latin American countries, he finally landed in Santiago, Chile. He donned many hats there: professor, CNN Foreign Affairs correspondent, and daring entrepreneur.In 2007, Peter leaped into the unknown, blending his love for travel, TV, and podcasting. His ventures have been spotlighted twice in the New York Times, and he even showed rock legends Steven Tyler and Paul McCartney around Chile 🇨🇱.Fast forward to 2018, Peter became the charismatic host of AquiTeLasTraigoPeter.com, a hit cultural show on TVN. In 2024, he expanded his focus to the healthcare industry in the USA with a groundbreaking documentary set to air on October 24th, 2024. Not stopping there, Peter filmed Sueño Americano, a 14-episode TV docu-series across the USA from May to July 2024, which will premiere in Q4 of this year.Peter lives and breathes tech solutions, marketing strategies, sales, and community growth today. Oh, and did we mention he lives in a zoo? 🐒 With his Chilean wife and their adventurous 8-year-old son, Peter's life is anything but ordinary.Connect with Peter:https://www.linkedin.com/in/petermurphylewis https://strategicpete.com 

In this episode, we welcome Marsha Daoud, an influential early-stage investor and advocate for diversity in entrepreneurship. Marsha shares her journey from being a newcomer to angel investing and becoming a recognized voice in the industry.She discusses the evolution of funding opportunities for entrepreneurs, the importance of teamwork in startups, and the emotional motivations behind angel investing. Join us as we explore the challenges and rewards of investing in innovative companies and how anyone can participate in this transformative process.Chapters:(02:45) Invited to an angel investing meeting back in 2012(04:12) Marcia discusses the connection between entrepreneurship and angel investing(06:15) What do angels look for before they invest in an entrepreneur's business(10:55) Common pitfalls that angel investors fall into(19:47) The important for entrepreneurs to find funding early on(22:24) Crowdfunding is a great place to fundraise when you're starting a company(27:06) Human nature can sometimes get political when investing in business(30:59) Less than 2% of venture capital funding goes to female founders(36:43) Angel investing and entrepreneurshipSponsored by:BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgPMarcia Dawood bio:Marcia Dawood is on a mission to empower and educate everyone to realize their potential to invest in positive change. She is passionate about bridging the gap from early-stage inception to building thriving, profitable companies.Marcia is an advisor to the SEC’s Small Business Capital Formation Committee, a venture partner with Mindshift Capital, a member of Golden Seeds, and the Chair Emeritus of the Angel Capital Association (ACA), the global professional society for angel investors.Author of Do Good While Doing Well, TEDx speaker, and the host of The Angel Next Door Podcast, Marcia walks the talk and holds investments in over 50 early-stage companies and funds. She is committed to expanding support for diverse companies that overcome the world’s biggest problems and accelerate positive change. Connect with Marcia :https://www.marciadawood.com