Money & You with Michelle Perkins

Do You Know if You Are Winning with Money?

Wealth Wisdom From Mom

Kurt Altrichter learned how financial advisors operate in the traditional financial institutions and saw some of the flaws. We learned fascinating information about the typical ways your portfolio is addressed and what else could be done to improve your odds of building more wealth."After a decade working in the wealth management industry, in the midst of the global pandemic, Kurt decided to resign from his wealth management firm to start Ivory Hill with no solicitation, no clients and no assets under management.In less than 14 months, Ivory Hill grew to almost $50M in AUM. Kurt credits Ivory Hill’s success to his investment strategy that is hyper focused on “winning by not losing as much”.Kurt grew sick of the bear market advisor rhetoric such as “This is a long-term investment approach" and "the market will come back eventually so we just need to stay the course.”He got sick of the industry’s investment strategy after seeing clients suffer losses during 2011, 2018, and 2020. In an effort to help investors monitor the changing market conditions, he developed the RiskSIGNAL, a proprietary, math-based and quantitative based indicator, with the goal of lessening the impacts of emotional investment decisions.Kurt started Ivory Hill, a fee-only fiduciary financial advisor firm specializing in holistic retirement plans and private wealth management for forward-thinking organizations and individuals.Ivory Hill is dedicated to creating opportunities for clients to leave their own legacy through customized financial planning and Kurt specializes in overseeing the finances for closely held businesses, entrepreneurs, and social media entrepreneurs."Contact Information: Kurt@ivoryhill.com 952-828-5336 IvoryHill.comFor much more on ALL things money mindset, money management, how to earn a great living and take control of your finances… Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446

Don't be shy, we know you have questions about money. Everyone does! For some reason, we tend to feel uncomfortable about "not knowing" everything about money and finance. Since there is no widespread education about money, it's not surprising that we don't know enough and walk around with many questions. In this show, I delve into some of the popular questions people have, the questions I mostly hear and how to make smart choices when it comes to money decisions.Hopefully, when done with this show, you'll check in with yourself and figure out some of your questions and seek out answers. For much more on ALL things money mindset, money management, how to earn a great living and take control of your finances… Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date™” program and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446

Joe Apfelbaum is leading the way, helping LinkedIn users to employ AI easily and maximize their time on LI. Know that your business or professional life would benefit from more connections on LI ? There is technology you will want to know about and use. What does this have to do with money? Connections and a wider network has everything to do with money, from bringing in referral sources, to attracting clients, to upleveling your job. What I personally loved about this show was his inspired musings on money, business and life - like the importance of loving yourself. We went way beyond business in this show."Joe Apfebaum is the CEO of Ajax Union, a digital marketing agency. Joe is a business strategist, marketing expert, AI consultant, and certified Google trainer. Joe enjoys speaking and writing about marketing, business networking, and personal development in his seminars, webinars, and articles. Joe is the guest expert of the popular podcast High Energy Marketing. Joe is the author of 5 books including High Energy Marketing. As a LinkedIn trainer and strategist Joe trains over 600 business and sales professionals on how to leverage LinkedIn each year in his online course and coaching sessions with Evyrgreen Networking. Joe is an active member of the Executives Association of New York City, a premier business networking organization. His network includes members of Vistage, EO, YPO, YEC, and the INC5000 community. Joe is a selfie master, he takes 1000 selfies a year with entrepreneurs and makes hundreds of introductions to business professionals in his network. Joe is proud of all his accomplishments, but most of all he is proud of his purpose, being the best possible single dad to his 5 beautiful amazing children.”Learn more about Joe Apfelbaum at https://www.ajaxunion.com and his amazing LI ai app at: evyai.com You can find his podcast " High Energy Marketing" and his book "High Energy Networking" on Apple podcasts and Amazon.For much more on ALL things money mindset, money management, how to earn a great living and take control of you finances… Subscribe to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/I’m excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” program(add tm) and I’ll help you make the shift. https://limitfreelifeworkshops.com/money-date/ https://limitfreelifeworkshops.com/money-date/For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelife

Karen Pudetti took her dad's advice and studied accounting in college. However, she knew at nineteen years old she wanted to be her ownboss and work in the beauty industry. She knew that was her true passion. Karen went back to school and received her electrolysis certification, her wax and esthetic licenses.Karen also wanted to make a good living for herself and not depend on her husband. She worked out of her house two and half days a week making over $100K a year. By working out of her house Karen was able to start building a clientele and quickly realized she needed more space to service her growing customer base. The timing was perfect in 2005 as Karen came across a small spa that was going bankrupt. She knew she could turn the spa around and make it profitable, therefore, purchased it. Luxe Spa had 8 employees at the time. In the first year, additional space became available in the same building and the Luxe hair salon was born and she tripled the number of employees.Karen knew the keys to profit in her business, which grew it into the millions. She then went out to help other beauty business professionals to thrive. Author of: Rags to Riches: How Beauty Icons Made It Big is available on Amazon.com for $19.99She wanted to take the book and dive deeper with a course, Rags to Riches in Action. It guides leaders step-by-step to financial abundance. It's the consulting process she takes her clients through. She continues to consult beauty businesses around the globe. For more information, visit https://luxespa.comNot only has Karen Pudetti built a multi-million beauty business from the ground up, but she also has a highly successful clothing line (ba Badass Clothing Inc). The clothing line was started to build a foundation for ADHD kids. For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Today’s show takes a look at some of the money myths that we are still carrying around from days past or that we assume are correct because we’ve never been told anything different. Sometimes money ideas stick around longer than they should and because we base decisions on these ideas, they may really interfere with our financial progress.A few money myths are:1. That our expenses related to children will go away at an “early” adult age.2. That our retirement will happen at an age we planned on years ago.3. That money and financial success are possible with no planning or forethought.4. That if we are great at what we do and work hard, money will appear.5. That when we don’t have money it is because we don’t earn enough.6. That we can simply believe our way to wealth.These and more are discussed in today’s show to wake you up to a few money myths that would be better dispelled.For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

You know by now, if you listen to the show, that you have a complex relationship with money, rooted in old beliefs and family and societal ideas handed down to you early on. Today, we will talk about the relationships that are attached to your money relationship - like the couple friends you have or the people you interact with as a result of your relationship. As a result of your money relationship, you have relationships with banks, creditors, investment advisors etc. These relationships directly impact your financial health and well being. They may be enhancing your life or draining your energy. Consider these relationships, listen to the show to understand how to think about them and gain ideas for how you can create better relationships in these areas to ripple out to expand your overall money relationship. I mentioned Dionne Perry's credit lit books which you can purchase through www.Credit-Lit.com or by contacting me at michelle@limitfreelife.comFor much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Are you an expert in your industry? What could happen if more people (lots of people) recognized you as "the go-to expert?" Are you tired of being really great at what you do and not earning the income that you deserve as an expert?DR. NOAH ST. JOHN is known as "The Father of AFFORMATIONS" & “The Mental HealthCoach to The Stars.” He's the author of 22 books including his NEW book, "The 7-Figure Life: How to Leverage The 4 Focus Factors for More Wealth and Happiness."You can get $300 worth of bonus gifts when you order the book at https://7figurelifebook.com/sfl-special-offer-secure. Working with Hollywood celebrities, 8-figure company CEOs, and professional athletes, Noah is famous for helping entrepreneurs make more in just 12 WEEKS than they made in the last 12 months, while winning their lives back.You can have his latest book "The 7 figure expert" here (for free, only the cost of shipping): https://7figureexpertbook.com/free-book-secureNoah St. John is recognized as one of the most requested, in-demand business and motivational keynote speakers and executive coaches in the world.He is the only author in history to have works published by HayHouse, HarperCollins, Simon & Schuster, Mindvalley, Nightingale-Conant and the Chicken Soup for the Soul publisher.Noah has also delivered over 1,000+ presentations for corporations,associations, business groups, colleges, universities and youthorganizations worldwide.Noah St. John speaks for groups ranging from 25-25,000+ and isavailable for interview for TV, radio, podcasts, print and online media.His amazing, actionable systems will help you to end patterns that have slowed or stopped you and get you results quickly. Check out: https://breakthroughwithnoah.com/more-revenue-now-secure

I love people who understand that you must build and align the emotional/psychological thoughts and feelings around money, in order to make the best decisions about money. This is a great show to learn more about how you can think and act in ways that expand your financial well being and wealth.Amy Westbrook is changing the way people think about money and their approach to building wealth. She’s on a mission to help professionals and growth-minded business owners raise the bar on their financial potential, versus struggling with the mainstream“shrink your way to wealth” advice. As a professional wealth coach and founder of The Capital Life, Amy empowers financial freedom seekers to confidently earn, manage and grow their wealth to newlevels. She’ll help you discover your money blind spots, fast track your success and manifest greater time, energy, and money without sacrificing yourself in the process.Start now to elevate your influence and financial legacy!@LivetheCapitalLifeFor much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Are you trying to educate yourself on money, change careers or start a business but feel held back by the cost of doing so?How do you save money on SO many things? Join your local library. Books, audio books, music, movies, language learning, museum tickets, this list goes on. There are services you've never thought about that are free through the library. We don't use these resources because we don't know they exist or don't know how to access them easily. Listen here - you'll be surprised by what's available.Tina Lerno is a librarian for the City of Los Angeles and part of the library’s digital content team. Before becoming a librarian, Tina earned a degree in art from UCLA, and worked in the world of television animation doing color design on shows such as Harold and the Purple Crayon, Jackie Chan Adventures, and the Boondocks. Her past experience working in tv animation and graphic design provides her with a unique perspective on library services and user needs. She is currently part of the Los Angeles Public Library’s Digital Content team where she is responsible for user-facing web content and design.She is a native of Los Angeles, Ca. where she currently resides with her two children and her three cats. Her vast vinyl record collection makes an excellent backdrop for reading, and she reads about 500 books a year!http://www.lapl.org/jobs-moneyhttp://www.lapl.org/whats-on/calendar?title=&field_event_date_value%5Bvalue%5D%5Bdate%5D=2023-06-19&field_event_audience_tid=230&field_event_branch_nid=All&field_event_categories_tid=5856&field_event_tags_tid=All&field_event_language_value=All&field_branch_region_tid=All&field_event_family_event_value=All&field_event_type_value=Allhttps://lacountylibrary.org/http://www.lapl.org/explorelahttps://www.linkedin.com/learning-login/go/laplhttp://www.lapl.org/https://www.youtube.com/@lapubliclibraryFor much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

"After you’ve earned your degree, established your career, and started a family, the last thing you anticipate is living paycheck to paycheck. In many American households, though, financialsecurity is a constant concern." A wife and mother, Monica Allen is passionate about healthcare and finance and committed to helping other women navigate their personal finances. Monica’s “kitchen table” approach for financial management was born from her personal experience as a teenagemother and the strategies her own mother passed down to her.Women, whether married or unmarried, with children or without, increasingly feel the pressure to make money and manage it. What if you could release this weight just by changing how youlook at money? What if a mindset shift and a few simple tactics could provide a lifetime of peace? In her book, Girls Just Wanna Have Fund$, Monica Allen shows how to stop obsessing over finances and start enjoying life with four easy steps to financial freedom. A mother at sixteen and divorcée at twenty-two, Monica felt the impact of financial burden at a young age. She developed a “kitchen table” approach for financial management that goes back to basics and helps others be present and stop worrying. If living financially carefree is a priority, Girls Just Wanna Have Fund$ is the inspiration and guidance you need to take control and discover the happiness you deserve.Monica Allen is a retired nurse practitioner for the US Department of Veterans Affairs with more than three decades of experience in primary care, urgent care, cardiology, dermatology, and substance abuse. For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Credit–Litologist, Dionne Perry, a board-certified Credit Consultant, delivers the goods on credit, giving young people (and adults) exactly what they need to make it in this economy. She does this work to help others avoid some of the problems she had as a result of a lack of financial literacy around credit. This show will give you an education in credit that is a great starting point to know what steps you need to take to help your credit score rise and shine. Her tips are actionable and essential.Perry has also developed Credit-Lit Ambassador programs for empowering teens and for educators, counselors, community activists, financial advisors, and other adults interacting with teens to help educate them on how the credit score process works.Go to https://credit-lit.com/ to obtain her book for teens and her workbook for adults who want to work through their credit issues and track their progress.Perry consults, writes, and speaks on the subject of credit in all its forms. She can be heard on podcasts and at virtual and in-person events at schools, libraries, organizations, and businesses.With a bachelor’s degree in Education, Training, and Development, a master’s degree in Human Resources, experience as a licensed mortgage broker, and now a national award-winning author, Perry is uniquely qualified to educateyoung people and adults on the importance of maintaining a good credit score. For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Interested in real estate investing without being a landlord? Lane Kawaoka (ex-Engineer) learned, and now helps others to scale up in the real estate investing arena. He now owns over 10,000+ rental units (2.1B value) and shares the simple methods and tactical steps to build a passive real estate portfolio on the side of your busy day job or business. Lane does not do cumbersome house flipping or whole-selling. He'll explain why and what the alternatives are in this show. Lane is a writer for Forbes, Top-50 investing podcast, and Amazon Best-Seller. For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI’m excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by “dating your money.” Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature “Your Money Date” Program and I’ll help you make the shift. https://limitfreelifeworkshops.com/

Sustainable investing - does that align with your values? And, can you still have a high performing portfolio in this way? In his book, "Don’t Feed the Clowns: Sustainable Investing for Everyday Life," veteran financial advisor Dale Wannen proves that it is indeed possible to make money while helping to save the Earth—and enjoy doing both. Dale shared entertaining and valuable stories and tips that will open your eyes to investing possibilities that can enhance your relationship with money and make you feel great about investing.His humorous, jargon-free, easy-to-understand writing will keep readers intrigued and is sure to change more than a few minds.Dale Wannen has more than 20 years of experience in wealth management and financial services.In 2013, he founded Sustainvest Asset Management LLC, an investment advisory firm focused on sustainable investing. Today, he advises his clients on ESG, sustainable investing, and shareholder advocacy, and runs seminars on these topics at schools and corporations.Throughout the book, Wannen shares colorful personal stories from his years in the investment industry that will keep readers laughing, even as they learn solid investment strategies that will help them implement his practical advice around sustainable investing. He uses light-hearted chapter titles such as “Hippies and Cowboys Hug it Out” and “Investing is Just Like Sex” and exposes the hidden truths in an industry often cloaked by smoke and mirrors.As far from a dry financial advice book as it’s possible to get, "Don’t Feed the Clowns: Sustainable Investing for Everyday Life" is a perfect read for the beginning investor as well as someone with years of market experience. Anyone considering sustainable investing will enjoy this book, as well as gain solid investment advice. He never tries to “sell” the reader, he simply nudges them toward investing with an eco-conscious mindset.dalewannen.comLinkedIn.com/in/dalewannenFor much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeI'm excited to offer you a way to develop a next level relationship with money that will empower your mindset and financial mastery by "dating your money." Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature "Your Money Date" Program and I'll help you make the shift. https://limitfreelifeworkshops.com/

“Strategic Metals have outperformed Gold (58%) , FTSE100 (3%), and S&P500 (112%) consistently for the past 5 years with a 175% average return for the same period. Right now, in North America the only obstacle to investors profiting from owning “Rare Earths” is that they don’t know they can.” These are the strategic metals that are found in many of the technological developments that we know, like our phones, and innovations that will be coming in the future. Europe based, investing in “rare earths” can provide North American clients a portfolio with much needed geographic diversification. Louis O’ Connor, Founder, and Principal of Strategic Metals Invest explains the ways one can invest in this unique investment. The ways the metals are used and the stories of the supply and demand make this a very interesting asset class to learn about. They are the only industry supplier in the world to offer private investors the option to purchase and profit from owning Strategic Metals. The investment play is exactly the same paradigm as investing in Precious Metals, instead the investor is purchasing Strategic Metals. Listen in to broaden your knowledge of investing and hear about an option that is unique and learn from our guest today.https://strategicmetalsinvest.com/ For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeChanging your relationship with money and adopting both new mindsets and practical habits with money will change your life and open up abundant opportunities. I have created a powerful program to shift your money relationship and to teach basic money management that will help you to master money in new ways. Check out the next Your Money Date Program here: https://limitfreelifeworkshops.com/

After leaving an arranged marriage situation, Leena Choudharry was determined to earn what she needed to provide for herself and her family. As an immigrant, she had some unique challenges as well as the benefits of some cultural mindsets that allowed her to seek help in scaling her business.She’s a forward-thinking, innovative, and solutions-oriented professional with a proven 15 + year record of leadership and accomplishments. Listen in for great tips on starting over, how to manage multiple businesses and a job and family. And, how to build businesses that can run without you.After completing her undergraduate and masters in India with focus on Accounting and Finance she moved to the US. In 2012, she started her entrepreneurial journey with an academic tutoring and test-prep program. This business has grown and expanded ever since. In 2018, she started a recruitment agency which is MWBE certified and provides full service outsourced recruitment support. Her clients are from Fintech, IT, Banking, Aviation space. When she left her marriage, she faced the task of restarting her life afresh and being able to earn money on her own terms which was crucial. Currently she manages two companies and a full time job. The support and attention of friends, family, mentors and fellow entrepreneurs in her circle has been the foundation of her success.Connect with Leenna: www.linkedin.com/in/leennac12https://www.placementexpertsusa.com/For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelife

Do you have stock as part of your compensation package? Do you know what to do with it?Joe Forish started Fortrove Partners to help tech founders and tech employees with stock ownershiprelieve stress, uncertainty, and time spent around finances.Stock compensation can be extremely complicated, and you don't have time to figure it out. He works with people who have stock compensation and may not know all the ins and outs about it. Joe collaborates with clients to build confidence, to minimize your tax obligations, and build the lifestyle that you want.He will help you with:1. Not throwing money away2. Reduce your anxiety about money3.Selling options and RSUs at the wrong timeThe list of acronyms for stock compensation is endless: ESPPs, ISOs, and RSUs. Fortrovehelps you handle your stock compensation, employee benefits, and overall financial strategy.From a young age, Joe Forish, CFA, CFP® learned about maximizing hard work and doingwhat you do best while working at his father’s auto shop. He also saw first-hand both therewards and challenges of running a business.Professionally, Joe honed his financial expertise investing in public and private equity.Completing the Harvard Business Analytics Program, with Distinction, has taken his B.S. (fromPenn State University) to a whole new level!Areas of expertise:1. Financial plans for client-specific goals2. Investment management and portfolio management3. Custom financial coachingDon’t forget to sign up for the newsletter to get free financial tips every week.http://eepurl.com/hM5729If you want to ensure that you are on the right financial path, let’s start a conversation.https://calendly.com/fortrove/30-minute-introductory-call?back=1&month=2023-04For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelife

Bob Hertz understands healthcare and the plight of those who have had serious financial crises as a result of too much medical debt. He is dedicated to helping people learn the way our healthcare system works and how to either avoid crushing medical debt or find a way out of it.Bob is a happily retired health insurance agent in Minnesota. For years he got to know and dislike many aspects of his own industry. Now he wants to make sure that people are not financially harmed by the health care industrial complex.Listen in for insights into how the healthcare and insurance systems work and how to use that info to your advantage.You can find Bob on his blog at https://theantidebtagenda.com/ and by email at: bob.hertz@frontiernet.net For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelife

Let's talk about financing and retirement assets! Do you have retirement assets? Are you really planning well for the future or are your eggs in one basket?Oftentimes, we find that business owners see their business as their sole asset (retirement plan), they may lack other retirement assets (such as a sizable 401K), and lack a succession plan – which could prove detrimental and end up costing them everything.Alicia Chandler, president of Indianapolis-based Oak Street Funding®, a First Financial Bank® company, is our guest expert. Alicia joined Oak Street Funding in 2011, serving as Chief Legal Counsel until her promotion to president in July 2022. During her tenure with Oak Street Funding, she has leveraged her strong understanding of commercial financing to enable a client-focused business approach and customized loan solutions for all of Oak Street’s targeted verticals.Prior to joining Oak Street Funding, she was a partner with Krieg DeVault, LLP. Alicia holds a Bachelor of Science degree from the University of Cincinnati and a law degree from University of Cincinnati’s College of Law.Alicia and her family live in Carmel, Indiana, where they enjoy spending time with their four dogs and with friends, hanging by the pool and riding bikes.For much more on ALL things money mindset, money management, how to earn a great living and love what you do… make sure you’re listening and subscribed to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd don’t forget to join the Limit Free Life newsletter for valuable, usable content and to learn about upcoming events: Let’s Connect… https://limitfreelife.com/newsletter/Grab a free offer on how to make better money making decisions:The Secret to Powerful Money Making DecisionsFor more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelife