Want to stop making money with no fear of running out? Does a stress-free retirement appeal to you? Want your second 50 years to be your best yet? In this week's Get Your FILL Podcast, Kathleen Adams shares her strategies and secrets for making the most of your second 50 years. KATHLEEN ADAMS CFP® CPWA® Founding Partner | Financial Advisor Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor® designation, in advanced wealth management strategies at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate. Most recently, in 2022 she completed the Retirement Management Advisor® program with the Investments & Wealth Institute®, an advanced certification for financial professionals in building personalized retirement income plans focusing on strategies to manage the challenges of today’s world alongside proven solutions from the past. She chose to work in wealth planning because of her father who loved life and adored his family. Despite building a highly successful professional practice on his own, having no debt and owning substantial real estate, he was not able to live the lifestyle he loved after health issues forced him to sell his practice. His legal, tax and insurance advisors never built a strategy for lifestyle preservation and never communicated, so she and her partner started this planning practice to change the game in planning. Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons. Connect with Kathleen: https://www.second50financial.com/ The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.
Are you concerned about the state of money in the US? Do you long for the days when the US Dollar was backed by gold? Are you ready to take control of your net worth? Enter Jeff Meigs of Goldback, Inc. Goldback, Inc. is the world’s first physical, interchangeable, gold money that is designed to accommodate even small transactions. Jeff and his team are stalwarts of emerging financial technologies and are passionate about helping others establish financial agility in the Digital Age. This is such a revolutionary concept that it took me about half the podcast to really catch on! Feel free to jump to the middle. Website: https://www.goldback.com/
In this episode of “Get Your FILL, Financial Independence & Long Life” we dive deep into the inspiring journey of Jenn Drummond, entrepreneur, world record holder, and mom of 7. Join Chris as she delves into Jen's incredible story of resilience and determination. From surviving a near-fatal car crash to setting world records and climbing mountains, Jen shares her insights on overcoming obstacles and seizing opportunities. Discover how Jen's life-changing experience sparked a quest to live life to the fullest, challenging conventional notions of success and motherhood. Learn valuable lessons on goal-setting, perseverance, and the power of self-belief. 📘 Recommended Reading: "Breakproof: 7 Strategies to Build Resilience and Achieve Your Life Goals" This episode is a must-watch for anyone seeking inspiration to pursue their dreams fearlessly. Get ready to break barriers and embrace the extraordinary in your own life! Connect with Jenn LinkedIn: https://www.linkedin.com/in/jenn-drummond/ Website: www.jenndrummond.com Connect with Chris: chrismccarron.com Empower Your Inner Millionaire: eyimbook.com
What does it mean to be financially independent? How do you know that you have enough to retire so that you can enjoy today? Is it really okay to take that vacation? In this episode of Get Your FILL, Financial Independence & Long LIfe, Tom Wall - who coaches financial advisors - answers these questions and more. Learn more About Tom Wall, Ph.D., MBA, MSFS, CLU, ChFC: Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.
The Get Your FILL - Financial Independence & Long Life podcast was started because the host felt she was too old for FIRE. Age has been a theme for us since the beginning so having Kamrin Huban as a guest was nothing short of destiny! Kamrin is committed to helping women over 50 make extraordinary change. Executive Leadership and Personal Development Coach. Kamrin hosts a podcast called 50, Not Dead. Listen in for a great conversation about life and love after 50. Connect with Kamrin: https://www.kamrinhuban.com/ https://www.linkedin.com/in/kamrin-eriksen-huban-coaching/ https://www.instagram.com/kamrinhuban/
Welcome back to another empowering episode of "Get Your FILL: Financial Independence and Long Life"! Join us as we delve into the world of financial empowerment and entrepreneurial success, bringing you insights and advice from experts who have paved the way.In this episode, our special guest is Danielle Hayden, a former corporate CFO turned entrepreneur, on a mission to revolutionize how female entrepreneurs understand and leverage their financial numbers for sustainable profits. Hosted by Christine McCarron, we uncover the common mistakes entrepreneurs make and how to overcome financial hurdles with confidence.Discover why embracing your numbers is the first step towards financial success, and learn how to navigate the transition from corporate to entrepreneurship. Gain invaluable insights into budgeting, cash flow forecasting, and strategic spending to propel your business forward.From overcoming limiting mindsets to securing your financial future, this episode is packed with actionable advice to help you thrive in your entrepreneurial journey. Don't miss out on this empowering conversation!🚀 Hit the subscribe button and join us on our mission to financial independence and long-lasting success! 🚀 Connect with Danielle Website: https://kickstartaccountinginc.comInstagram: https://www.instagram.com/kickstartaccounting/
Welcome to another exciting episode of 'Get Your FILL: Financial Independence and Long Life'! Today, we're joined by Lesley Hensell, co-founder of Riverbend Consulting, where she oversees a team of 85+ employees solving e-commerce seller problems. With over a decade of personal experience as an Amazon seller, Lesley shares invaluable insights. In this engaging conversation, Lesley and Chris delve into the fascinating world of Amazon selling, debunking myths and sharing real stories. Chris shares her own journey as an accidental belly dance hip scarf seller on Amazon, sparking a conversation about the thrill of the hunt for successful products. Lesley’s journey into Amazon selling stemmed from a family necessity, driving home the idea of entrepreneurship as a solution to financial challenges. She shares how Amazon provided a flexible income stream for her family, even involving her children in the business, instilling valuable work ethic and financial responsibility. The conversation touches on essential strategies for finding success on Amazon, from product sourcing to navigating competition. Whether you're considering a side hustle or dreaming of financial independence, this episode is filled with invaluable insights and inspiration from Lesley Hensell, a true Amazon selling expert." Remember to like, share, and subscribe for more empowering content on achieving financial independence and long-lasting success! Connect with Lesley Website: www.theamazonincubator.com Facebook: https://www.facebook.com/lesleyhenselldemond Instagram: https://www.instagram.com/lesleyhensell/ LinkedIn: https://www.linkedin.com/in/lesleyhensell/ Twitter: https://twitter.com/LesleyHensell
🌟 Welcome to another enlightening episode of "Get Your FILL: Financial Independence and Long Life"! 🌟 In this episode, we delve into the fascinating world of real estate investment and the journey of successful entrepreneurs. Join us in welcoming John Casmon, a seasoned real estate entrepreneur with a wealth of experience and insights to share. John's story is a testament to the power of resilience and strategic thinking. Formerly entrenched in corporate America, John's path to financial freedom took a turn when he encountered the transformative principles outlined in "Rich Dad, Poor Dad." This pivotal moment sparked his journey into the world of real estate investment. Throughout the conversation, John reflects on his early experiences and the challenges he faced in navigating the volatile landscape of real estate investing, particularly during the economic downturn of 2008-2009. From humble beginnings to scaling his portfolio to over $100 million worth of apartments, John shares valuable lessons learned along the way. 🚀 Don't miss out on this enlightening conversation with John Casmon! Hit the play button now and embark on your own journey to financial independence! Connect with John: https://tinyurl.com/54nsessu
Welcome to another exciting episode of "Get Your FILL Financial Independence and Long Life"! In this episode, we delve into the world of estate planning, tax management, and private real estate investment with our special guest, Frank B. Hanna, Jr., CHFC. Frank is a leading expert in estate and tax planning, private real estate investment, and wealth management, with over 15 years of experience in the restaurant and hospitality industry. After transitioning from operating family-owned establishments to launching his own financial consulting firm in 2007, Frank now manages over a billion dollars in private client assets. Join us as we explore Frank's journey from the hospitality sector to financial consulting, and discover how he helps individuals achieve financial freedom through strategic investment in real estate. From syndicated real estate deals to Delaware Statutory Trusts and 1031 exchanges, Frank provides invaluable insights and advice to investors at all levels of experience. Don't miss out on this opportunity to learn from a seasoned expert in the field of wealth management and real estate investment. Subscribe now and unlock the keys to financial independence and long-lasting prosperity! Connect with Frank Facebook: https://www.facebook.com/RevXWealth Instagram: https://www.instagram.com/revxwealth/ LinkedIn: https://www.linkedin.com/company/revolutionx-asset-management/ Website: https://www.revxwealth.com/
Welcome to another empowering episode of "Get Your FILL: Financial Independence and Long Life," where we delve into strategies for achieving these two essential life goals. Join us as we welcome Jackie Campbell, the president and founder of Campbell and Company, wealth advisors, and CPAs. With over three decades of experience serving families and businesses in the Tampa area, Jackie brings invaluable insights into financial planning and legacy building. In this engaging conversation, Jackie shares her expertise on the importance of preparation in financial planning, dispelling common fears and misconceptions. From the significance of estate planning to navigating complex tax regulations, she offers practical advice for individuals at every stage of their financial journey. Discover how Jackie’s holistic approach to wealth management goes beyond mere numbers, focusing on the deeper aspects of personal and financial well-being. Learn how to cultivate good financial habits, adapt to life transitions, and build a solid foundation for future generations. Join us as we explore Jackie's book, "Be Prepared," and gain invaluable insights into creating a robust financial plan that aligns with your goals and values. Whether you're a seasoned investor or just starting your financial journey, this episode promises to empower you with the knowledge and tools needed to secure your financial future. Don't miss out on this enriching conversation with Jackie Campbell, where financial wisdom meets compassionate guidance. Connect with Jackie Website: https://mycampbellandco.com/ Podcast: https://podcast.app/beyond-the-money-p623755/ Beyond the Badge: https://beyondthebadgefl.libsyn.com/?_ga=2.88168924.657616763.1646664372-1591040831.1642625645
Welcome to our latest episode of "Get Your Fill: Financial Independence and Long Life"! Today, we're delving deep into the keys to success with the insightful Anmol Singh, a stock market trader, and author of the book "Prepping for Success: 10 Keys for Making It in Life". In this engaging conversation, we explore the multifaceted nature of success and how it extends beyond financial achievements. Anmol emphasizes the importance of achieving success in all areas of life, including health, relationships, and finances. He highlights the significance of integrity as the foundation of success, urging us to honor our commitments and follow through on our word. Anmol shares invaluable insights into the psychology of trading, emphasizing the need for emotional resilience and discipline in navigating the ups and downs of the stock market. He provides practical advice on avoiding common pitfalls, such as the "learning loop" and analysis paralysis, and emphasizes the importance of taking action and applying knowledge. Join us as we uncover the secrets to achieving holistic success and creating harmony in every aspect of your life. Whether you're a seasoned trader or someone striving for personal growth, this conversation offers valuable wisdom and actionable strategies to propel you toward your goals. 🔗 Watch now and unlock the keys to a fulfilling and successful life! Connect with Anmol Instagram: https://instagram.com/deltaninety X: https://twitter.com/DeltaNinety Live Traders: http://www.livetraders.com/ Prepping for Success: www.Preppingforsuccess.com
Welcome to another episode of "Get Your FILL: Financial Independence and Long Life"! Today, we're diving deep into the realm of longevity and well-being with Tessa Arnold, Co-Founder of SnapBack Energy and Founder of Balance of You Co., an Ayurvedic health and lifestyle coaching company. In this insightful conversation, Tessa shares her wisdom on the ancient science of Ayurveda, a 5,000-year-old body of knowledge that predates modern medicine. Ayurveda, which translates to "the science of life," offers a holistic approach to health, encompassing nutrition, movement, breathwork, and more. Tessa breaks down the 6 pillars of health within Ayurveda, revealing how they can help us optimize our well-being and live vibrant, fulfilling lives. From personalized nutrition plans to mindful breathing exercises, she offers practical tips for integrating Ayurvedic principles into our daily routines. But it's not just about longevity—it's about quality of life. Tessa emphasizes the importance of creating a life that we're excited to wake up to each day, filled with joy, vitality, and purpose. Join us as we explore the transformative power of Ayurveda and unlock the secrets to living a long, healthy life filled with abundance and vitality. Don't miss out on this enlightening conversation! Connect with Tessa: Balance of You: Balanceofyou.com SnapBack Energy: SnapBackEnergy.com Personal Instagram: @tess_elizabeth1 Balance of You Instagram: @balanceofyouco SnapBack Energy Instagram: @snapbackenergy
Welcome to another episode of Get Your FILL, Financial Independence, and Long Life, where we explore ways to achieve those two goals. Today, we're joined by Brady Slack, the managing partner and senior tax adviser of High Country Finance, a full-service tax and accounting advisory firm dedicated to helping clients increase profits and pay fewer taxes. Join us as we delve into the world of tax planning and uncover strategies to maximize your wealth while minimizing your tax burden. In this enlightening conversation, Brady and Chris discuss various aspects of tax planning, from common misconceptions about paying taxes to the benefits of investing in real estate. Brady shares insights into why many individuals end up paying more taxes than necessary and highlights the importance of proactive tax planning. He emphasizes the role of education and strategic decision-making in optimizing tax outcomes for both individuals and small business owners. The discussion covers a wide range of topics, including the fear of being audited, the advantages of starting a small business, and the potential tax benefits of investing in alternative energy and real estate. Brady explains the concept of a 1031 exchange and its role in deferring capital gains taxes on real estate transactions. He also explores the implications of tax planning for future generations, highlighting strategies to pass on wealth efficiently while minimizing tax liabilities. Whether you're a W-2 worker looking to reduce your tax burden or an aspiring real estate investor seeking to maximize your returns, this episode offers valuable insights and practical tips to help you navigate the complex world of taxation. Connect with Brady: Website: http://www.highcountryfinance.com/ Linktree: https://linktr.ee/bradyslack Instagram: https://www.instagram.com/thebradyslack/
Welcome to another episode of "Get Your Fill: Financial Independence and Long Life," where we delve into strategies for achieving both goals. In this episode, we're joined by the incredible Gail Kraft, an empowerment master with a fascinating journey to share. Gail shares her transformative experiences, from navigating corporate challenges to finding her true calling as a business process coach and life coach. She reveals powerful insights on self-discovery, forgiveness, and the law of attraction. Join us for an enlightening conversation as Gail shares her wisdom on overcoming adversity, embracing personal power, and manifesting success. If you're ready to unlock your full potential and live a life of purpose, this episode is a must-watch! Connect with Gail: LinkedIn: https://www.linkedin.com/in/gaillkraft/ Facebook: https://www.facebook.com/gail.kraft.77/ X: https://www.facebook.com/gail.kraft.77/ Amazon: https://www.amazon.com/Journey-Enlightenment-This-Truth-About-ebook/dp/B0CGVKQYFF/ref=mp_s_a_1_5?crid=258X9FDNHK4YX&keywords=gail%20kraft&qid=1693521451&sprefix=gail%20kraft%2Caps%2C126&sr=8-5&fbclid=IwAR2SVGwy97pfYbuqqfKJOKZGVFJ9Iksz1OBxqGDIzdsWMckXlZFaazOsZ2c
🌟 Welcome to "Get Your Fill: Financial Independence and Long Life"! 🌟 In this episode, our special guest is Annie Margarita Yang, the definitive voice in millennial finance. Join us as we explore strategies to beat today's tough economic challenges and achieve financial independence. 📚 Annie is the award-winning, best-selling author of "The 5 Day Job Search," a book that helps young professionals escape student loan debt while finding their ideal job. With over a million views on YouTube, Annie's witty approach to tough financial talks sets her apart. 🔍 Learn practical steps to quickly improve your finances, especially tailored for millennials. Annie's unique insights and candid style cut through the noise, offering foolproof advice for real-world challenges. 👍 Don't miss out on this valuable discussion! Hit the like button, subscribe, and ring the notification bell for more episodes. Connect with Annie: Website: https://annieyangfinancial.com/ YouTube: https://www.youtube.com/c/anniemargaritayang Amazon Author Central: https://www.amazon.com/stores/Annie-Margarita-Yang/author/B073SPJ71T Facebook: https://www.facebook.com/annieyangfinancial Instagram: https://www.instagram.com/annieyangfinancial/ Annie Yang Financial LinkedIn: https://www.linkedin.com/in/annieyangfinancial/ Personal LinkedIn: https://www.linkedin.com/in/annieyangfinancial/ Tiktok: http://www.tiktok.com/@annieyangfinancial X: https://twitter.com/ayfinancial
🎙️ In this episode, Christine McCarron and John Dwoskin dive deep into the world of entrepreneurship. Learn about the importance of leading activities, structuring your day for success, and understanding the lifetime value of your clients. Whether you're starting a business or looking to enhance your entrepreneurial journey, this conversation is packed with valuable insights. If you're interested in learning more about life and business skills or looking for mentorship in various fields, check out Launch 3, the coaching platform designed for young adults aged 18 to 26. Join today for just $25 a month and gain access to valuable resources, guest speakers, and a mentor hub to help you navigate your journey in life and business. 🔍 Explore more episodes of "Get Your Fill Financial Independence and Long Life" for tips and strategies on achieving financial independence and embracing the entrepreneurial life. Connect with Jon: www.jondwoskin.com
Welcome back to another episode of Get Your Fill, Financial Independence, and Long Life, where we explore cool ways to achieve those two goals. In today's episode, we have a special guest, Chris Miles, the anti-financial advisor. Chris teaches entrepreneurs and professionals how to make their money work for them today, not when they're 75 years old. He's an author and the podcast host of the Money Ripples Podcast, featured on US News, CNN Money, Entrepreneurs on Fire, and many more. Chris has a unique perspective on financial independence, having helped his personal clients increase their cash flow by over $300 million in the last 13 years. In this episode, Chris shares his journey and insights into achieving financial freedom through alternative investments, challenging the traditional financial advice that often falls short. Join us as we delve into Chris's background, his unconventional path to financial advising, and the eye-opening experience that led him to discover alternative investment strategies. Learn about the various options beyond the stock market, such as real estate investing, lending to other investors, oil and gas investments, and more. Subscribe, like, and hit the notification bell to stay updated on our latest episodes. Don't miss out on this eye-opening conversation with Chris Miles on Get Your Fill! Connect with Chris Miles: www.moneyripples.com
Welcome to another episode of Get Your FILL, Financial Independence and Long Life, where we explore ways to achieve those two goals. If you're on the journey to financial independence as an entrepreneur or through any means, Amanda Sharratt is sure to provide valuable insights. Amanda Sharratt, COO and Financial Advisor at Whitaker Myers Wealth Managers, Ohio. Committed to building lasting partnerships, Amanda tailors planning-based investment portfolios to meet unique financial goals. As a Dave Ramsey SmartVestor Pro, she focuses on guiding clients to live debt-free and financially independent lives. Formerly a certified financial coach, Amanda has empowered clients through one-on-one coaching, seminars, and media appearances. Based in Seville, Ohio, she enjoys outdoor adventures with her husband, Jason, and daughter, Ella. If you found this discussion valuable, don't forget to like, share, and subscribe. Take charge of your financial destiny and keep seeking fulfillment. Connect with Amanda: Website: https://www.whitakerwealth.com/ Book a Meeting: https://www.whitakerwealth.com/our-team/amanda-sharratt
Welcome to another episode of Get Your FILL, Financial Independence and Long Life, where we explore ways to achieve those two goals. If you're on the journey to financial independence as an entrepreneur or through any means, Victoria Pelletier is sure to provide valuable insights. No matter where you are on your journey, Victoria is here to help. An award-winning executive leader, number one best-selling author, and a sought-after public speaker, she is a dynamic force in the corporate world. With upcoming books in 2024, she brings a wealth of experience as a corporate executive, board director, entrepreneur, and social seller with a global presence on LinkedIn. Victoria is unstoppable and dynamic, embodying the mantra to lead and not be led. Today, we're excited to dive into her journey and learn about the principles that have led her to such extraordinary success. If you found this discussion valuable, don't forget to like, share, and subscribe. Take charge of your financial destiny and keep seeking fulfillment. Connect with Victoria: Website: https://victoria-pelletier.com/ LinkedIn: https://www.linkedin.com/in/victoriapelletier/ Twitter: https://twitter.com/PelletierV29 Instagram: https://www.instagram.com/victoria_pelletier_unstoppable/ Facebook: https://www.facebook.com/Victoria.Pelletier.Speaker Medium: https://medium.com/@victoriapelletier YouTube Channel: https://www.youtube.com/c/VictoriaPelletierNoExcuses YouTube Speaker Reel: https://youtu.be/na8LwVeWsmE
Welcome to another episode of "Get Your FILL: Financial Independence and Long Life," where we explore ways to achieve those two goals. Our guests are always cool and interesting, and today is no exception. In this episode, Chris interviews Shannon Kuykendall, the founder of Link HER In. Shannon is a LinkedIn expert who helps female founders stand out on the platform, providing content creation and lead generation services. She can teach you to fish on LinkedIn or even fish for you. You're going to love what Shannon has to share, so let's dive in! Stay tuned for more valuable insights from Shannon on LinkedIn and achieving financial independence! Connect with Shannon: LinkedIn: https://www.linkedin.com/in/shannontkuykendall/ Website: https://linkherin.com/