Explorez tous les épisodes du podcast Get Your FILL, Financial Independence and Long Life

Are you an ambitious entrepreneur striving for businesssuccess, but secretly worrying about becoming a "phantom family member"? This episode of "Get Your Fill" tackles this pervasive dilemma head-on with Jim Sheils, a real estate expert and co-founder of 18 Summers, a family education service for driven professionals. Jim shares the powerful wake-up call that transformed his perspective—a reflection on Steve Jobs's final days—and led him to intentionally integrate family into his demanding life. Discover why prioritizing family isn't a sacrifice, but a strategic movethat can make you a better, more sustainable businessperson, preventing the burnout that often sidelines even the most successful entrepreneurs.

Jim dives into his journey from rehabbing old homes to specializing in new construction "build-to-rent" properties inFlorida's high-growth markets, revealing why his current approach offers fewer surprises, lower risk, and better long-term results for investors. Learn why trying to do everything yourself in real estate is a recipe for disaster and why finding a niche and building a strong, reliable team are paramount tosuccess. If you're a driven professional seeking to build wealth without sacrificing your most important relationships, this episode offers a refreshing perspective and actionable insights to help you achieve both financial independence and a rich family life.

Connect with Jim: www.southernimpressionhomes.com

Watch the video: https://youtu.be/ejsc6FjWVI4

About Jim:

Jim Sheils is a successful real estate investor, author, andmentor focused on helping entrepreneurs achieve financial freedom and work-life balance. As a partner at Southern Impression Homes, he has been instrumental in building rental portfolios in Florida’s high-growth markets, specializing in Build-to-Rent properties with management services. Jim’s real estate expertise includes over 2,000 rehabs and a pivotal merger with Southern Impression Homes in 2022. As the co-founder of 18 Summers, he provides keynotes and workshops on balancing business success with strong family relationships. With his wifeJamie, he authored the #1 Wall Street Journal bestseller The Family Board Meeting and the Amazon Best Seller Passive Income Playbook: Leverage Build-To-Rent Real Estate To Buy Back Your Time & Create A Legendary Family Life. Their work introduces strategies like the “Board Meeting” and “Date Night with A Question” to strengthen family connections.

#Build-to-Rent #Family Balance #Real EstateInvesting #Entrepreneurship #Strategic Teamwork

Why Making Money Is Simple, and Keeping It Is an Art

Feeling trapped in the paycheck-to-paycheck cycle, evenas your income grows? I

n this illuminating episode of "Women Creating Wealth," financial coach and author Veronica Deraleau reveals that making money is simple – it's keeping it that's the real challenge. Veronica shares her personal "aha!" moment, realizing that despite her MBA and rising salary, she was stuck until she observed how high-net-worth individuals truly manage their money. Prepare to have your eyes opened to a different financial reality, one where anything is possible if you simply learn how the wealthy think and act.

Veronica introduces her powerful "ARIA Money Model"—Awaken, Reframe, Intention, and Action—a mindset-driven approach that helps you track where your money is really going, reframe past mistakes with grace, set clear financial intentions, and map out a concrete plan to achieve your goals. Discover why mentors are crucial, how her unexpected military family journey influenced her financial philosophy, and whether she leans into the "pay off all debt" or "leverage debt for assets" camp. If you're ready to break free from financial frustration and create an abundant life, this episode offers the clarity and hope you've been searching for.

Connect with Veronica:

https://makingmoneyissimple.com/ https://www.instagram.com/makingmoneyissimple/https://www.amazon.com/dp/B0DGGSMWRY

Watch the video: https://youtu.be/gngltEom3LU

#PaycheckToPaycheckNoMore #AbundantLife #FinancialGoals #MoneyTips#SmartMoney

#UnleashYourWealth #MoneyMindsetShift

In this insightful episode of "Get Your Fill," host Christine McCarron welcomes Lane Kawaoka, a 3-time bestselling author and real estate magnate with over $2.1 billion in rental units. Lane, who started his journey after an early career disillusionment, shares his unique path from accidental landlord to empowering busy professionals to build passive income through strategic real estate investments. He candidly discusses how he leveraged his initial home purchase into a robust portfolio, highlighting theimmense power of rental real estate to generate returns through tenant mortgage payments, tax benefits, appreciation, and cash flow – far surpassing the typical 401K.

Lane debunks common myths about real estate investing,emphasizing that true wealth isn't found in flipping houses or REITs, but in direct ownership and understanding tax advantages like depreciation and cost segregation. He explains how these strategies, often used by the wealthy, cansignificantly reduce tax burdens for high-income earners and how assembling a competent team of professionals, such as property managers and CPAs, is crucial for maximizing returns and minimizing risks. This episode is a must-listen foranyone seeking to transition from traditional employment to a life of financial independence through smart, passive real estate investments.

Connect with Lane:

theWealthElevator.com/master https://www.amazon.com/dp/B0D39GNY84?ref_=pe_93986420_774957520

Watch the video: https://youtu.be/mmWZCC4pJ1k

 #RealEstateInvesting #PassiveIncome#WealthBuilding #FinancialFreedom #TaxStrategies

Ready to ditch the 9-to-5 and embrace the freedom ofbeing your own boss? This episode of "Get Your Fill" features Liz Steblay, the "Yoda of Solopreneur Success," who candidly shares the real talk about going solo. Liz dives deep into conquering "FUD" (Fear, Uncertainty, and Doubt) – that little monster on your shoulder whispering "who are you to think you can start a business?" Learn her powerful "Name it and Tame it" technique to silence those doubts and discover why the perceived "security" of a corporate job might be a bigger myth than you think.

Liz, who accidentally "fell" into self-employment after a layoff, reveals how she made more money, worked fewer hours, and had more quality time with her family in her very first year. She shares invaluable "secret money" strategies, including her brilliant tactic for managing taxes and building wealth by "hiding" money from herself. If you're dreaming of escaping the W2 grind, building a thriving solo business, and gaining true financial independence, this episode is packed with hard-won wisdom and practical tips to help you take the leap and succeed.

Connect with Liz:

www.sixkeys.info www.lizsteblay.com www.linkedin.com/in/independentconsulting/www.picanetwork.org www.prokoconsulting.com www.successfulindependentconsulting.com

Watch the video: https://youtu.be/p89nFHr3JV8

#SolopreneurSuccess #SelfEmployed #WorkFromHome #WFM #FinancialIndependence#Entrepreneurship

Tired of feeling like money is a four-letter word? Inthis episode of "Get Your Fill," Tim "Jai" Baker, CEO ofLuminous Wealth, flips the script on traditional financial advice. Drawing on his four-decade career and insights from "blue zone" cultures, Jai unveils a holistic approach to wealth that goes beyond mere currency. Discover how your health, relationships, and mindset are all interconnected with your financial well-being, and why mastering your mind is the key to unlocking true prosperity.

Jai shares his personal journey, from a life-changingexperience in India to his mission of guiding others towards an "awakened" approach to investing. Learn why so many Americans have a negative relationship with money, and how to break free from this cycle. This episode is packed with wisdom for anyone seeking not just financial independence, but a long, fulfilling life where wealth is a tool for overall well-being.

Watch the video: https://youtu.be/RfiBz3hELu4

Connect with Jai:

www.LuminousWealth.com(561) 919-4808

The Awakened Investor on Amazon Link: https://a.co/d/dopq5fB

BIO:

The CEO of Luminous Wealth , Tim's pioneering approach tofamily wealth guides a philosophy that wealth management works best when it's tightly integrated with personal well-being and firmly grounded in lifelong, positive relationships. 

Since 1981, Tim has been helping individuals, families,businesses, and institutions steward their financial hopes and dreams. He brings a wealth of experience from financial disciplines, and integrates that with his work in the field of human psychology and design, utilizing tools like Human Archetype assessments and Family Genograms, which help reveal an individual’s authentic potential and align financial strategies with personal values.

Tim’s mission is to guide his clients toward their deepestdesires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation but rather as part of a holistic approach that considers the whole person. To achieve this vision, Tim has assembled a team of multi-disciplinary professional advisors working from a centralized location, ensuring that the mission statement of the families his company serves is effectively realized.

Now residing in Jupiter, Florida, Tim lives an active andconscious lifestyle with adult children and grandchildren near and afar. He enjoys golf, running, the local beaches, college sports, writing, meditation, well-living and nutrition, global travel, attends retreats on human consciousness, and remains in gratitude for each present moment.

#FinancialIndependence #LongLife #HolisticWealth#BlueZoneLiving #MindsetMatters #MoneyMindset #ConsciousInvesting #WealthAndWellbeing #PersonalGrowth #FinancialWellness

This podcast episode features Nikki Nash: entrepreneur, podcast host, author, and investor who has been mentored by the top 1%. Nikki shares insights into the distinct mindset and approaches of the ultra-wealthy, particularly their focus on investing rather than simply spending money. She illustrates this with the example of ensuring investments generate income to cover expenses, contrasting it with the more common approach of relying on earned income. The conversation highlights the difference between working for money and having money work for you, emphasizing the concept of passive income and the strategic use of debt as a non-taxable financial tool.

Nikki and Christine delve into the idea of "good debt" versus "bad debt" and how the wealthy leverage assets to secure low-interest loans for further investment, leading to wealth accumulation. They discuss the importance of business valuation as an asset that can be used to obtain loans, a concept often overlooked by those focused solely on revenue. Nikki's personal journey of shifting her business philosophy from solely increasing revenue to building asset value is shared. The conversation also touches upon the role of mindset, frequency, and being open to opportunities, suggesting that attracting financial success involves more than just practical knowledge but also a certain level of awareness and receptivity.

Connect with Nikki: https://www.nikkinash.com/

Watch the video: https://youtu.be/p-8cGtALxCg

  #WealthMindset 

  #FinancialFreedom 

  #InvestSmart 

  #MoneyMoves 

  #GrowYourWealth

In this episode of Get Your FILL, Financial Independence & Long Life, guest Lauri Kibby, a dedicated advocate for women's financial empowerment. emphasizes that while fix and flips can be creatively fulfilling, they are fundamentally a job with significant risks, unlike passive investing where money works for you. She cautions against the misconception that fix and flips are true investments for wealth building,highlighting the labor, stress, and market cycle vulnerabilities involved. Kibby, who runs the fund at Selene Brighthouse, advocates for real estate investments that offer both cash flow and long-term growth with moderate risk, allowing women to build their overall wealth without the hands-on work of flipping properties.

The conversation delves into the often-overlooked nuances of fix and flips, such as unexpected costs, market downturns, and the crucial difference in taxation between income from flipping and long-term capital gains from investing. Lauri stresses the importance of financial literacy and understanding the components of real estate investing, including analyzing returns and conducting proper due diligence. Drawing from her own experience of losing a significant amount of money due to a poorly vetted investment, Kibby became passionate about educating women to avoid similar pitfalls. She underscores the necessity of thorough due diligence, critical thinking combined with intuition, understanding personal risk tolerance, and aligning values with those managing investments to build lasting wealth and a meaningful legacy, especially in light of the significant wealth transfer expected to women.

Connect with Lauri SeleneBrighthouse.com

Watch the video: https://youtu.be/2g8i9r9Ts-A

Sean Tepper, the founder and CEO of Ticker Tykr, joined the "Get Your Fill" podcast to discuss his software designed to help individuals confidently manage their own investments.

Ticker Tykr serves over 12,000 customers in approximately 50 countries by providing a stock screener and education platform. Users can quickly assess the investment potential of over 50,000 stocks and ETFs, receiving instant insights into whether a stock like Nvidia, Apple, or Tesla is a wise investment or one to avoid. Tepper emphasized that many new investors on platforms like Robinhood lack guidance on what and when to buy or sell, and Ticker Tykr aims to answer these critical questions, empowering the 300 million retail investors globally.

Inspired by Warren Buffett's investment philosophy, Tepper developed an Excel sheet that consistently yielded impressive returns before turning it into the Ticker Tykr software. The platform simplifies stock analysis using an intuitive traffic light system (green for on sale, gray for watch, and red for overpriced) and incorporates a scoring system, upside potential (margin of safety), and a unique 4 M score powered by OpenAI. This 4 M analysis evaluates a stock's margin of safety, meaning (business model), moat (competitive advantage), and management, effectively condensing hours of research into seconds. Tepper also shared his entrepreneurial journey, from a brief foray into architecture to establishing and selling a marketing agency, and finally realizing his long-term goal of creating a successful SaaS business with Ticker Tykr.

Connect with Sean https://tykr.com/

Watch the video: https://youtu.be/XoRbxgOkkI

Tired of feeling financially insecure, wondering if you'llever truly be able to retire or send your kids to college without sacrificing your own future? This week’s episode of "Get Your FILL, Financial Independence & Long Life, dives into a refreshing and unconventional approach to building wealth with financial strategist and 11-time author, Kim Butler.

Forget the typical "max out your 401k" advice! Kim unveils the crucial first steps to true financial confidence: building a robust "emergency opportunity fund" that empowers you to handle the unexpected and seize exciting opportunities. Discover why focusing on this foundational step, potentially even before heavy retirement savings, can provide immediate peace of mind and flexibility.

Kim also tackles the surprising opportunity cost of saving for college and introduces a "boring but effective" financial tool that could be your secret weapon for building liquid wealth. If you're ready to ditch financial anxiety and gain the confidence to build a secure and opportunity-rich future for your family, this episode is a must-listen!

Connect with Kim:

Please click for Social Media Post: https://bustingscarcitymindset.com/samplecopy

Please click for Email Copy: https://bustingscarcitymindset.com/samplecopy

Please click: How to leave an outstanding Amazon Review

LinkedIn Linkedin.com/in/kimdhbutler
Facebook Facebook/kimdhbutler Instagram Instagram.com/kimdhbutler X (Twitter) X.com/kimdhbutler TikTok Tiktok.com/@kimdhbutler YouTube Youtube.com/c/KimDHButler Website ProsperityThinkers.com

In this episode of "Get Your FILL, Financial Independence & Long Life," Joey Mure of Wealth Without Wall Street challenges the conventional wisdom of relying on Wall Street for financial security, advocating instead for building passive income streams that exceed monthly expenses. He emphasizes taking control of one's financial future through self-education and personalized investment strategies aligned with individual "investor DNA" profiles. The conversation highlights real estate, particularly turnkey properties, as a viable path to financial freedom and underscores the importance of mindset and self-belief, encouraging listeners to embrace mistakes as learning opportunities and recognize their own capacity to achieve financial independence.

Connect with Joey:

Website: www.wealthwithoutwallstreet.com

Linked Inwww.linkedin.com/company/wealth-without-wall-street

Instagram @wealthwithoutwallst www.instagram.com/wealthwithoutwallst/

Facebook @wealthwithoutwallstreet www.facebook.com/wealthwithoutwallstreet

YouTube @wealthwithoutwallstreet www.youtube.com/c/WealthWithoutWallStreet

Challenging Traditional Wealth Building:

Joey Mure, co-founder of Wealth Without Wall Street, challenges the conventional wisdom of relying on Wall Street and traditional retirement plans like 401(k)s and IRAs.  

He argues that these systems often benefit the institutions more than the individual investor, emphasizing that Wall Street makes money from your money today, and you get the left overs later.

Focus on Cash Flow:

Mure stresses the importance of generating passive income that exceeds monthly expenses, rather than solely focusing on accumulating wealth.  

He believes that financial freedom comes from cash flow, allowing individuals to live life on their own terms.

Taking Control of Finances:

Mure empowers listeners to take ownership of their financial futures, advocating for self-education and informed decision-making.  

He encourages listeners to understand their spending habits and calculate the amount of passive income needed to achieve financial independence.

Investor DNA and Personalized Investment:

Mure introduces the concept of an "investor DNA profile," which helps individuals identify their investment style and align their investments with their personality.  

He emphasizes that there's no one-size-fits-all approach to investing, and it's essential to choose strategies that resonate with one's individual preferences and risk tolerance.

Real Estate and Turnkey Properties:

The conversation touches on real estate investment, particularly turnkey properties, as a means of generating passive income.

Turnkey properties are explained, and that they can be a great way for people to invest in real estate, without having to do the physical labor.

The podcast gives real life examples of women who are successful investors.

Mindset and Empowerment:

The episode emphasizes the importance of a positive mindset and self-belief in achieving financial success.

Christine and Joey highlight that many women possess the analytical skills and discipline necessary to excel in real estate and other investment ventures.

The podcast encourages listeners to not be afraid to invest, and that mistakes are part of the learning process.

Tara Zalewski isn't just flipping houses; she's flipping mindsets. This isn't your typical real estate podcast. Forget the endless Zillow scrolls and "someday" dreams. Tara's story is a raw, real journey from stumbling into real estate during her own house hunt to becoming a force for community change. She's not afraid to admit she learned the hard way – yes, even losing money on a flip – and that's precisely why you should listen.

Forget waiting for the "perfect time" or the "perfect market." Tara's mantra? Imperfect action beats no action, every single time. She's a firm believer that you learn by doing, not just by reading. And those "failures" everyone fears? They're just turbo-charged learning experiences, the kind that propel you forward faster than any textbook.

But Tara's story takes a fascinating turn. She realized that building wealth wasn't enough; she needed to build a legacy. Now, she's diving headfirst into her community, specifically the Mckeesport High School, teaching kids the language of money – passive income, generational wealth, and the simple truth that your background doesn't define your future. Imagine a 16-year-old, already supporting her mom, learning that her struggles are actually setting her up for unstoppable success. That's the kind of raw, empowering message Tara delivers.

She's not just teaching them about budgets and credit; she's dismantling the "victim mentality" and showing them that they have the power to rewrite their own stories. And for the adults listening, especially women hesitant to dive into real estate? Tara's got a no-nonsense message: just start. Don't let fear or lack of "perfect knowledge" hold you back. Learn from your mistakes, embrace the "fail forward" philosophy, and remember, it's never too late to change your life's trajectory. This isn't just a podcast; it's a wake-up call to take control, build wealth, and make a real difference.

Looking for a new way to make money with real estate?Are you ready to hear an interesting idea?

In this week’s episode of Get Your FILL, Financial Independence & Long Life, Real Estate Investor, Wayne Seminoff shows how patience really can pay off.

Watch the video: https://youtu.be/fpdBlokZfNU

Connect with Wayne: https://www.junklandintogold.com/

Meet Wayne:

Wayne, a self-made real estate master, began to discover theuntapped potential in undervalued land four decades ago. Through of trial and error, he developed a unique method that consistently delivers high returns on investment.

Wayne started as a kid in a steel mill, riding the giant cutting blades. He ended up with a navy-blue Tesla, a hot rod, jet skis, and a Bentley on the side.  But his invitation is not only about material gain.  It is an invitation is to turn your inner life into an adventure.You grow on many levels. It’s fun, and you make theworld a better place. It brings such joy when you get this sense of FREEDOM.

Do you sometimes feel that you and your body aren’t friendsanymore?Are you starting to understand what’s the big deal about menopause?Have you ever asked someone: is it hot in here or is it just me?

Then you need to tune in! On today’s episode of Get YourFILL, Financial Independence & Long Life, Carin Luna Ostaseski, shares how her asking of that question led her to places that she never imagined.

Carin Luna-Ostaseski is the founder of Hot or Just Me?, acomprehensive online shop and go-to resource for managing perimenopause and menopause. The site offers a wide range of trusted products, expert advice, a gift shop and bookstore, and a supportive community, ensuring women have everything needed to navigate this transformative stage and feel empowered. Luna-Ostaseski's journey with perimenopause symptoms like hot flashes, brain fog, anxiety, insomnia, and night sweats inspired her mission to find a solution.

A serial entrepreneur, Luna-Ostaseski is the first Americanwoman and Hispanic person to create a Scotch whisky (SIA Scotch Whisky). The award-winning blend, launched through a record-breaking Kickstarter campaign, has left a significant mark in the industry. She also founded the Entrepreneurial Spirit Fund by SIA Scotch, which has provided over $350,000 in grants to underserved entrepreneurs, making a tangible difference in their lives. She continues championing the next generation of entrepreneurs in her ongoing commitment to helping people thrive.

Watch the video: https://youtu.be/AyAZt0WPWxk

Connect with Carin: https://hotorjustme.com/

Need an out-of-the-box waste-treatment solution?Looking for a truly unique and cutting-edge investment?Want to be an early-adopter of the newest tech in a centuries-old business?

In today’s episode of Get Your FILL: Financial Independence& Long Life podcast, entrepreneur, Riggs Eckelberry, shares his revolutionary approach to rebuilding the water industry.

Watch the video: https://youtu.be/YYtAxMwvaDM

About Riggs:

Riggs Eckelberry is a nationally-renowned entrepreneur whodeploys his personal Break To Build™ process to help rebuild the water industry, which has reached a critical breaking point in recent years despite being essential to the planet's survival. As the founding CEO of OriginClear, Riggs has developed innovative solutions to help businesses face rising water bills by tapping into new investment markets. He is even pioneering the development of "water stablecoins,” a cryptocurrency backed by water-assets. With a diverse background in nonprofit management, oceangoing navigation, and technology disruption, Riggs is uniquely qualified to bring change to an outdated and overrun industry.

Connect with Riggs:

Website: www.originclear.com

Social Media: LinkedIn - https://www.linkedin.com/in/riggs Personal LinkedIn- https://www.linkedin.com/in/riggs/Company LinkedIn - https://www.linkedin.com/company/originclear-inc/ X (Twitter) - @OriginClear X (Personal Twitter) - @riggseck Facebook - https://www.facebook.com/OriginClear Youtube- @originclear Substack - https://substack.com/@break2build

Are you drowning in student loan debt?Are you wondering how you’ll ever be able to find FIRE when you can’t even save for a car?Are you ready for a lifeline?

On today’s episode of Get Your FILL, Financial Independence & Long Life, Financial Advisor, Jeffrey Panik, shares his experience helping young people find financial stability and success.

Watch the video: https://youtu.be/J-0JJhR8Toc

Connect with Jeffrey:

www.jeffreypanik.comhttps://www.linkedin.com/in/jeffpanik/ https://www.amazon.com/Your-Future-Now-Understanding-Independence-ebook/dp/B0D1SM8HG2

With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams.

The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm.

Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports.

Do you have a trust?Do you review it at least every 3 years?Are your digital assets in the trust?

Do you think you may die someday? If so, this episode is a must listen!

On today’s episode of Get Your FILL podcast, Oscar Vasquez, Founder of EstatePrepDoc.com, shares some tips and some horror stories of estate planning.

Watch the video: https://youtu.be/6adKkA3AYD8

About Oscar Vasquez

Hi, I’m Oscar Vasquez, founder of EstateDocPrep.com. Did you know that 68% of Americans don’t have a valid will or estate plan? For homeowners, this means their loved ones could face the harsh reality of lengthy, expensive probate processes, often losing up to 8% of the estate’s value in fees.

I specialize in helping families avoid these unnecessaryburdens by creating living trusts and other essential legal documents. I bring practical insights, real-life examples, and a clear message: estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their home, assets, and family.

Connect with Oscar: https://estatedocprep.com/

Were you born with great wealth?Are you missing that sense of yearning that can make life exciting?
Would you like guidance to make your life meaningful?

In this week’s episode of Get Your FILL, Financial Independence & Long Life, Myra Salzer, a counselor and advocate for people who have received significant wealth, helps the rest of us understand the challenges that money can bring, along with tips for dealing with and enjoying wealth.

Watch the video: https://youtu.be/zPW93dCNfz8

Connect with Myra:

The Wealth Conservancy: www.thewealthconservancy.com

When life makes you lemons, what do you do?

Jennifer Greene turned her lemons into a successful career as a real estate investor and coach.

On today’s episode of Get Your FILL – Financial Independence & Long Life, Jennifer shares her story and empowers you to follow her example.

About Jennifer

Jennifer Greene, a Real Estate Investor and serial entrepreneur, has completed numerous real estate transactions to build sustainable wealth. She has set her business apart by targeting a specific niche in the market and now coaches other investors through her platform, "Great Deals First." Featured on Fox, NBC, CBS, and in Travel Weekly, Jennifer has received multiple awards, including "Rookie of the Year" by REI Blueprint in 2019 and the Women’s Empowerment Award by IAOTP in 2023.

Watch the video: https://youtu.be/bEZ9aGBteSo

Connect with Jennifer:

https://info.greatdealsfirst.com/productshttps://greatdealsfirst.ewebinar.com/webinar/great-deals-first-webinar-15203https://www.propertyhauspartners.com/

Do you want to help your kids to become financially literate?Are you having trouble finding out what you don’t know?Are you ready to break the cycle of poverty and scarcity mindset?

On today’s episode of Get Your FILL, Financial Independence and Long Life, Financial Security Superstar, Abbe Large, offers insight and practical suggestions on making friends with money and putting it to work – for yourself and your family.

Watch the video: https://youtu.be/SUUWI6GkBMg

Connect with Abbe:

Website: www.lenoxadvisors.com

LinkedIn: www.linkedin.com/in/abbeflarge

About Abbe:

Abbe F. Large, CLU, CLTC, Managing Director at Lenox Advisors, is a dedicated professional whose drive is to put her clients' best interests first. With nearly 30 years of experience, she is highly skilled in a variety of financial services, estate planning, and asset management solutions. With her corporate clients, she helps structure strategic employee benefits as well as executive carve-out programs.

Abbe is a passionate advocate for families and individuals dealing with difficult financial realities. She personally navigated these same financial complexities when caring for her father through his battle with pancreatic cancer. Abbe faced the same challenges she regularly helps others overcome, and gained a unique appreciation for the importance of being supported through these challenging times with grace and dignity. She believes that when money is removed from the equation, people can focus on what truly matters: love and family. Abbe's insightful empathy has made her a valuable resource to her clients in their times of need.

Abbe was named on Forbes Top Financial Security Professionals in 2024, 2023 and 2022. Prior to Lenox, she spent 11 years at Cowan Financial Group and studied journalism at Ohio University’s Scripps School of Journalism. 

In her free time, Abbe loves participating in outdoor activities such as paddleboarding, boating and skiing while also investing in her own health through good nutrition and exercise. Above all else, she values spending time with her husband and their three children and pup. With an unwavering commitment to both her profession and community alike, Abbe shines as an endlessly passionate individual who continually works towards achieving greatness every day.

What kind of person blazes trails into an unwelcomingindustry?Who pivots to follow a life-long dream even though their current business is wildly successful?What can you learn about life and success from a person like that?

Find out on this week’s episode of Get Your FILL – FinancialIndependence & Long Life when Talent Agent and Clothing Designer, Tracy Christian, shares her story and the philosophy of life that continues turning everything she touches to gold!

About Tracy:

Tracy Christian is a veteran talent agent with more thantwenty years in the industry working in both the literary as well as talent space. Past clients include Oscar winners Melissa Leo, Octavia Spencer, Mo’Nique, Emmy and Golden Globe winner Elizabeth Moss. Within the lit space she’s personally responsible for more than 1,000 hours of on-air primetime programing.

In 2011, she opened TCA, a Los Angeles based boutique talent agency representing writers, directors, producers, and actors trained by some of the best theatre schools around the globe.

“What we do extraordinarily well at TCA is marry art, commerce, and future vision. We’re repping talent that we’re insanely passionate about and keeping the list intentionally small so we can give the same attention as a manager and have come to be respected because of our aggressiveness deal making skills.”

Additionally, Tracy Christian lives in Los Angeles and is a supporter of the American Cinematheque and is a board member of the Hollywood Central Park.

Watch the video: https://youtu.be/cvEygb9vL9M

Check out Tracy: https://santegrace.com/

Have you considered investing in real estate?

Are you uncertain how real estate fits with your other investments?

Are you having trouble getting a straight answer from your investment advisor?

On today’s episode of Get Your FILL, Podcast Host, Speaker, Author, and Coach, Jessilyn Persson, discusses strategies that she uses to help her clients incorporate real estate into their investment portfolio.

About Jessilyn:

With two decades of experience navigating the corporate and public sectors, Jessilyn Persson, alongside her husband Brian, overcame burnout and workplace struggles to build a thriving real estate business. Now, as a sought-after speaker and coach, Jessilyn helps couples align their financial goals, develop powerful wealth strategies, and design a life full of freedom and abundance. Their proven methods help couples transform their financial journeys into empires, reclaiming their time and reducing stress.

Watch the video: https://youtu.be/45kPZwDYIZg

Connect with Jessilyn:

discoverlifebydesign.ca https://www.instagram.com/discoverlifebydesign https://www.facebook.com/discoverlifebydesign https://www.linkedin.com/company/discoverlifebydesign

Are you a coach or would you like to be? Are you struggling with things like pricing models and finding the right clients? Do you wish that you had a coach yourself who could help you succeed?

In this week’s Get Your FILL podcast, Justin Janowski, a coach to the coaches, shares his faith-based philosophy and his accumulated wisdom to help make us better coaches.

Watch the video: https://youtu.be/V18n_vwd56k

Justin Janowski has helped hundreds of coaches build their dream businesses from the ground up. Driven by his faith, he founded Faith2Influence to help people learn what it takes to turn coaching into a profitable business venture. Justin has guided Christian and non-Christian coaches alike through the rewarding process of optimizing business models, pricing, and sales strategies so that they can scale their income alongside their impact. He has a passion for sharing this process with emerging Entrepreneurs to help them simplify and grow their businesses the right way. Justin currently lives in Milwaukee with his beautiful wife, Kara, and their playful kiddos, Grace and Gavin.

Connect with Justin:

www.faith2influence.com

Do you agree with Napoleon Hill that if you can conceive it and believe it that you can achieve it? Aisha Makara is living proof that it’s true. On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, Artist and Entrepreneur, Aisha Makara, shares her journey and string of successes all fueled by her amazing vision.

Watch the video: https://youtu.be/3ZRM9G25maI

Connect with Aisha: https://aisha.today/

From Aisha

Hi, I'm Aisha – a resilient Mongolian artist, engineer, and entrepreneur with a remarkable life journey. It all started as an orphan in Russia, but I refused to let my circumstances define me. Instead, I embarked on a thrilling adventure, traveling the world and gaining an engineering degree in Norway.

Together with co-founding a successful property management company in Portugal, Lisbon White Rose LLC, I transformed spaces into captivating havens, including a boutique hotel with uniquely designed rooms.

My insatiable curiosity and language fluency allowed me to explore over 70 countries, broadening my horizons. Settling in Miami, I dove into my artistic dreams, organizing art events and immersing myself in the blockchain and crypto world, even initiating NFThursdays.

Fueled by my trailblazing spirit, I went on to organize captivating festivals and achieved an incredible milestone in 2023 – becoming one of the first artists to send my artwork to space, engraved in gold.

Currently based in New York, Manhattan, I'm passionately bridging the gap between the real and digital worlds, inspiring others to embrace the transformative power of their dreams. Join me on this exhilarating journey!

Do you know how to prepare your business for sale? Are you thinking your business has value but don’t know how much? Would you benefit from insight on transitioning your business?

On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, President of Elevate and Exit, Adam Koos, shares some important facts for those looking to transition their business to another operator. Did you know:

1.      You should start preparing for a sale at least two years in advance.

2.      Working with a consultant can maximize your business valuation.

3.      Simple mistakes can severely impact your potential profit.

Every small business owner needs to hear this episode!

Watch the video: https://youtu.be/sNiu29WogNQ

About Adam:

Adam Koós is a nationally recognized wealth advisor, President of both Elevate and Exit and Libertas Wealth Management Group, where he’s been guiding business owners and working professionals to financial success for for more than two decades. Known for his straightforward, no-nonsense approach, Adam has been featured in major outlets like MarketWatch, The Wall Street Journal, Forbes, and has been ranked by Investopedia as one of the Top-100 Most Influential Financial Advisors in the country. When he's not demystifying the complexities of retirement planning, you can find him hosting insightful podcasts or enjoying life’s adventures with his bride and two boys.

Connect with Adam:

www.linkedin.com/in/adamkoos/ www.LibertasWealth.com www.ELEVATEandExit.com

Does your financial planner pooh-pooh the idea of investment real estate? Are you unsure of how to incorporate real estate investing into your financial future? Have you heard that even Warren Buffet has real estate investments and you’re ready to join him?

In this week’s episode of Get Your FILL, Financial Independence & Long Life, CEO and Founder of Lagos Financial, Victor Lagos, joins to us answer these very questions.

About Victor:

Victor’s journey began at 19, diving into the world of finance with a passion for helping people make the most of their financial situations.

Today, Victor is not just a mortgage broker — he’s someone who understands the emotional and practical challenges of managing debt and achieving financial freedom.

“I know what it’s like to feel overwhelmed by debt,” Victor shares, “but I also know the joy of transforming that debt into wealth.”

Victor’s experience of clearing personal debt and building a portfolio of investment properties drives him to help others achieve the same. His focus has always been to provide more than just loans — he offers guidance tailored to each client’s unique journey.

“Whether you’re starting out or growing your investments, I’m here to help you leverage property for passive income and financial growth.”

Watch the video: https://youtu.be/w6uENAgcV7k

Connect with Victor:

Lagos website: https://lagosfinancial.com.au/ FB: https://www.facebook.com/LagosFinancial LI: https://www.linkedin.com/company/lagosfinancial/ IG: https://www.instagram.com/lagosfinancial/ YT: https://www.youtube.com/@lagosfinancial TT: https://www.tiktok.com/@lagosfinancial

Do you aspire for more money but resent rich people? What stories are you telling yourself about wealth and prosperity? Are you ready to clear a path to an abundant future?

On today’s episode of Get Your FILL, Financial Independence and Long Life podcast, Amy Cook, Founder and Financial Advisor of the Maven Financial Group, shares her wisdom and experience helping her clients to plan for and execute a successful financial future.

About Amy

Amy R. Cook is the founder of Maven Lane Financial Group. Amy has worked in financial services for over twenty years, starting in the mortgage business where she recognized a reactive approach to financial decision-making. Recognizing the potential to move the needle, she focused on simplifying financial planning to help clients achieve their goals. Since becoming a financial advisor in 2009, her mission has been to help clients set realistic, achievable goals beyond retirement.

Amy attributes her passion for financial planning to her personal experiences and dedication to client success. As a CFP® with a master’s in personal financial planning, she uses her education and expertise to assist clients at various life stages. She emphasizes that financial planning is dynamic and everchanging and requires ongoing preparation and maintenance for success.

Watch the video: https://youtu.be/UPc-wwzgI5k

CONNECT WITH AMY

ACook@MavenLaneFinancial.com MavenLaneFinancialGroup.com (650) 389-1031 Office book YourMoneyNarative.com (415) 346-8888 Direct/Mobile Facebook.com/MavenLaneFinancialGroup in/Maven-Lane-Financial-Group in/ amy-cook-mspfp-mpas®-cfp®-3239199 blog MavenLaneFinancialGroup.com/Blog

Are your goals easy to attain? Do you already know how you’ll make your numbers for 2025? Is your life comfortable and easy?

Then it’s time to shake things up! On today’s episode of Get Your FILL – Financial Independence & Long Life, Business Coach, Ellen Tyler, tells us how to make and achieve scary, life-changing goals!

Watch the video: https://youtu.be/KMNHMOffrL4

Connect with Ellen: https://www.linkedin.com/in/ellen-tyler-coaching/

From Ellen:

I spent a few decades in a career that I thought I would stay in forever - financial services. During that time I hired a coach or 2. But the most significant was working with the legendary Bob Proctor. When I was offered a chance to be mentored by him and Sandy Gallagher, I didn't hesitate. I knew that I was going to be able to help those individuals that are just like I was. I wanted to do better in my business, but I didn't knowhow. That first time doing the work, I tripled my income. I thought, that's good - got it, done. Nope - we are never done. I also get to show my clients that done is better than perfect. There is never going to be a perfect time to take the leap. In 2019 I left my corporate career, 4 months later was having open-heart surgery and right into the pandemic. Does that sound like the best way to start a business? I get to help individuals show up for themselves, their clients, family and communities.

Do you own crypto? Are you curious about it? Not sure if it’s the right time to buy? How can you sort through the tens of thousands of options?

On today’s episode of Get Your FILL – Financial Independence & Long Life, David Doss helps to de-mystify crypto and how to decide if it’s the right choice for your portfolio.

About David

With a 15-year track record as a marketing, growth, and investing professional, David has led teams of 10+ and managed 7+ figure budgets, working across technology, media, financial services, real estate, and cryptocurrency to expand monetization opportunities. He holds an MBA with a focus on marketing, strategy, and innovation, and has served a wide array of organizations including Citibank and Saks 5th Avenue. Continuing to build on his 6+ year track record in the blockchain space, David currently serves as chairman of CKC.Studio (a blockchain growth consultancy studio) and managing director of CKC.Fund (a manager of crypto investment funds).

Watch the video: https://youtu.be/onbKo5JKWZ0

Connect with David:

Website (CKC.Fund)

LinkedIn

X/Twitter

HS Dropout to Marketing Guru with Ryan Chute

What does it take for a brand to become a household name? How does a business accelerate profitable growth? Why does one product soar while another dies?

On today’s episode of Get Your FILL – Financial Independence & Long Life, marketing guru, Ryan Chute, shares how he helps companies soar along with tips that you can use to give your business an edge.

Ryan Chute is a strategic marketer renowned for empowering small businesses to exceed their limits and dominate their markets. His journey from a high school dropout to a leading sales trainer and marketing guru exemplifies resilience and determination. With a foundation in his family's furniture business, Ryan's path has been marked by pivotal moments and formidable challenges, shaping his entrepreneurial spirit and unwavering commitment to success.

From Ryan:

I lead an 8-figure creative consulting agency within the Wizard of Ads®, helping ambitious Residential Home Service Contractors and Professional Service Companies 4-10X their revenue profitably with brand-forward sales and marketing solutions. 
It wasn’t always that way, though. I grew up on a retail pirate ship, a disturbingly transactional world. Wheeling, dealing, offers, and gimmicks. My early career in retail and automotive was filled with deception, skullduggery, and friction;
🚫Bad bosses,
🚫Questionable practices,
🚫Toxic work environments, and
🚫Weaponize fear, shame, and guilt. 
And I mirrored that behavior. I thought it was the right thing to do. I didn’t know what I didn't know. 
I became a strong manager but an equally bad boss. After getting summarily fired for generally bad behavior, I had an existential crisis.
If this was bad, what was good? Did everything have to be such a grind?
It hit me like a ton of bricks. I was the one causing all the friction, not them. When you feel like you're in a room full of imbeciles, you're almost certainly the actual fool. If you don't feel that way today, you've likely already turned the corner on being an exceptional leader.
I have aspirations to be exceptional in life, not just good. Sometimes, you believe you’re doing all the right things, but you have friction hiding in your blind spots. Well-intentioned, but friction nonetheless, and that friction is causing unnecessary resistance.
Today, I create divergent sales and marketing strategies for my clients, removing unwanted friction in their business and life. When we make it easier for sellers to sell and buyers to buy, we accelerate profitable growth.
This first made sense to me in November of 2015 (at 40 years old) when I heard the concept developed by my Wizard Partner Ray Seggern about Story, Experience, and Culture.
Our brand is, simply put, our culture.
When we protect and defend a happy, healthy, wealthy culture, our people will protect and defend the buying experience, from soup to nuts. We tell persuasive stories about these employee experiences and buying experiences in our advertising—the good, the bad, and the ugly.
This is how legends are made.
Wanna join me?  

Connect with Ryan:

LinkedIn: https://www.linkedin.com/in/wizardryanchute/
TikTok: https://www.tiktok.com/@wizardryanchute
Instagram: https://www.instagram.com/wizardryanchute/
Facebook: https://www.facebook.com/wizardryanchute
X/Twitter: https://x.com/wizardryanchute
YouTube: https://www.youtube.com/@wizardryanchute

Watch the video: https://youtu.be/U-jHFEgPjWA

What do you get when you bring a quality control background to stock trading? Find out on today’s episode of Get Your FILL – Financial Independence & Long Life, as Brian McAboy shares the secrets he’s been teaching to stock traders for years

Watch the video: https://youtu.be/PzN1QNHik-c

Connect with Brian: https://insideouttrading.com/

About Brian:

Brian McAboy started trading back in the 1990's and has been helping traders become successful traders since January 2006.  He is a retired Project Engineer, Process Engineer and Quality Engineer.
During Brian’s first year of trading, he made the common mistake of underestimating what it takes to be a trader and didn’t pay the markets or this occupation the proper respect. As a result, he paid a hefty price of over $45,000, loads of personal capital and nearly lost his marriage over it.
Fortunately, Brian had the Quality Assurance experience working in manufacturing. When he applied the Quality Assurance methodology to his trading, he found that it works amazingly well, just like it has in the business world for decades to get struggling operations under control and predictably profitable.
He then also applied his business acumen to further build that solid foundation that nearly all traders don’t get to really give him a solid base and peace of mind. Brian teaches these same success practices and methods to traders so that they can fill the gap in their training as well and enjoy relaxed, profitable trading too.

Brian’s years of experience Quality Assurance and Business Consulting allow him to provide unique, effective and refreshing resources to the traders of the world. His focus is helping traders achieve self-sufficiency through the application of Quality and Business principles and practices that result in proficiency and success.

College drop-out to multi-millionaire Destiny avoider to destiny embracer Pile of (stubborn) rocks to a pile of gold

That is the journey of today’s guest on Get Your FILL – Financial Independence & Long Life podcast, Akeem Shannon. You may know him from Shark Tank. You may know him from the Today Show. You may even know him from the walls of the Smithsonian National Museum. But did you know that it all started with a book?

Watch the video: https://youtu.be/6rcEUrjNy8w

Connect with Akeem:

https://www.instagram.com/akeemshannon https://www.instagram.com/getflipstik https://www.tiktok.com/@akeemshannon https://www.youtube.com/@AkeemShannon https://www.linkedin.com/in/akeemshannon akeemshannon.com

About Akeem:

After losing his college scholarship Akeem was forced to find work for $10 an hour at a local cell phone shop. But he leveraged the sales skills learned there to become the top sales professional at not 1 but 2 Fortune 500 companies. After an accomplished sales career, Akeem chose to pursue his dream of entrepreneurship. He struggled at first but eventually scaled his company Flipsitk from a single mall kiosk to an Inc Magazine Top 50 Fastest Growing Consumer Brand. With the help of celebrities like Snoop Dogg, appearances on Shark Tank and The Today Show, and distribution in 3000 retailers including Target, Best Buy, and AT&T, Akeem has now made customers out of 1 million consumers. Akeem’s stories have entertained and inspired on the stages of South by South West (SXSW), the Consumer Electronic Show (CES), Fast Company, Bank of America, the Smithsonian, and many more.

What does your ideal retirement look like? Are you looking forward to an endless stream of Saturdays? Do you think retirement = boredom?

On this week’s Get Your FILL – Financial Independence & Long Life, Financial Advisor & Planner, Chad Hufford, explains that retirement doesn’t have to mean an eternal game of golf or taking up needlepoint. Having a solid financial plan can allow you to refine your work life and turn it into something that you love.

Watch the video: https://youtu.be/TzgcUX21CjU

Connect with Chad:

www.veritasalaska.com (main website) www.linkedin.com/in/chad-hufford-066208100 www.instagram.com/veritas.alaska www.facebook.com/VeritasWealthManagement

About Chad:

Born and raised in Anchorage, Alaska, Chad grew up in the financial industry, learning under his father, Steve. Chad graduated from the University of Alaska, and seeing the great need for holistic financial advice and coaching, he opened his own financial service practice in 2007 in Anchorage, Alaska, and now serves clients and their families across the US.

He founded Veritas in 2014 as he continued to expand his team and services. Soon after Veritas opened its doors, Chad began his relationship with Ramsey Solutions as Dave Ramsey’s SmartVestor Pro and is the longest-tenured Ramsey SVP in Alaska.

With a strong background in athletics, Chad brings a coaching mindset and the heart of a teacher to financial planning and investing as he strives to both empower and educate his clients on their journeys to financial freedom and independence.

Chad and his wife, Tiffany (also a life-long Alaskan), have been blessed with six wonderful children. Tiffany stays busy homeschooling the kids, and the whole family is very involved in their church and local community.

Their family loves fishing, camping (okay, maybe more like “glamping”), hunting, and enjoying the wonderful outdoors Alaska has to offer. Living in a more rural area outside of Anchorage, and just few hundred yards from the home Chad grew up in, they regularly have the privilege of watching bears, moose, and lynx walk right through their yard.

The whole family is often involved in the exclusive Client Events that Veritas hosts and they all share a desire to make an impact in the families Veritas serves. It is an honor for Chad to carry the mission of financial empowerment and education to the third generation of Alaskan Huffords!

Chad Hufford, Shane Rinner, and Jared Kettler are Dave Ramsey SmartVestor Pro providers (SVP). Working with an advisor that is part of the Dave Ramsey SmartVestor Pro (SVP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SVP will produce or achieve better results than working with an advisor not affiliated with the SVP program. Advisors that participate in this program pay a fee to belong to the program and receive client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with PlanMember Securities Corporation and is not sponsored or endorsed by PlanMember Securities Corporation.

Have you ever heard some business guru telling you to pay yourself first and thought: As if!
Have you wondered whether your business could actually support you and your family?
Do you wish that you could budget your personal finances but can’t because you don’t actually have a reliable paycheck?

You need to hear this!

On today’s episode of Get Your FILL – Financial Independence & Long Life podcast, Certified Financial Planner, Kaitlyn Laney, shares the secrets to being able to plan for retirement as a self-employed person.

Watch the video: https://youtu.be/TZRIQmPo3hw

Connect with Kaitlyn: https://www.mytrekwealth.com/staff/kaitlyn-laney/

About Kaitlyn:

Kaitlyn Laney is a dedicated Certified Financial Planner serving Greater Scottsdale, Arizona. She emphasizes taking action and avoiding procrastination when advising the individuals, families and small business owners she works with. With more than a decade of experience, she has put countless clients in what she calls “the financial front seat,” – helping them to enjoy their life while ensuring their retirement and legacy are protected.

Born and raised in the Bay Area of California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. She graduated from Arizona State University – where she was the starting goalie for their DI water polo team – with a degree in finance. She then embarked on a successful career and has worked at Vanguard, Fidelity, and as a successful independent financial advisor.

Kaitlyn specializes in implementing asset allocation techniques that align with her client’s individual circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs diversified portfolios aimed at helping her clients achieve their goals. Her knowledge of tax-efficient investment approaches is focused on helping clients keep more of their hard-earned money.

Outside of her professional endeavors, Kaitlyn enjoys her role as a wife to Max and mom to son Landon. She and her family prioritize giving back to their church community. They actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.

Does the mind have the power to heal? Can faith in a higher power work miracles? What are psycho-spiritual issues and how can they impact your life and health?

On today’s episode of Get Your FILL-Financial Independence & Long Life, Connie Strasheim, medical researcher and writer, shares her journey and her success from down-and-out to flying high!

Watch the video: https://youtu.be/fDA48viavqw

Connect with Connie: ConnieStrasheim.org

About Connie:

Connie Strasheim is a medical researcher and writer, and the author, co-author or ghostwriter of over 20 health and wellness books. She is also a prophetic healing prayer minister and health coach, and her passion is to help people find freedom from their health challenges through a holistic approach to health and wellness, so that they can live their best lives possible. To learn more, see: ConnieStrasheim.org

What do the rich know about money that the average person doesn’t?
What would your financial future look like if you could get world-class investing advice?
What do the wealthy know about building a passive income stream that you could learn?

In today’s episode of Get Your FILL, Financial Independence & Long Life, Investor to the stars, TJ van Gerven, shares tips for getting to the 6-figure passive income and beyond!

Watch the video: https://youtu.be/EjjoMzxRyMU

Connect with TJ: modernwealthbuilders.com
https://www.linkedin.com/in/tjvangerven/

About T.J. van Gerven, CFP®

Theodore Joseph (T.J.) is a financial planner, the founder of Modern Wealth Builders, and the host of the podcast Do More With Your Money.

After graduating from Virginia Tech, T.J. has spent his entire career in the financial services industry as a financial planner. T.J. is passionate about helping millennials use money intentionally as a tool to build toward financial flexibility and independence.

Outside of helping clients with their financial plan, T.J. enjoys practicing Muay Thai, listening to audiobooks, going to Martha’s Vineyard, and hanging with his friends and family.

Have you ever thought of buying a franchise?

Do you have a business that you’ve considered franchising?

Wondering how to take that next step?

In today’s episode of Get Your FILL, Financial Independence & Long Life, Adam Goldman, a successful franchisee and franchisor, shares his extensive experience with buying and selling franchise businesses.

Watch the video: https://youtu.be/fv2Srz2MB1g

Connect with Adam: franchisecoach.net and franchiseadam.com

From Adam: I am a franchise consultant who is an experienced investor, serial entrepreneur, franchisee, and Master Franchisor.

Over my 20-year career as a business investor and franchise consultant, I have founded three successful companies on two continents. These include an IT company in Poland and a real estate investment company in Texas. Most recently, I have grown the Vanguard Cleaning Area Developer concept in Houston into a multimillion dollar a year enterprise with over 30 franchisees and 300 customers which I recently sold.

Are you a small business owner or real estate investor who wants to save money on taxes? Do you resent having the IRS on your payroll?
Do you want to pay less tax but fear getting audited?

On this week’s episode of Get Your FILL – Financial Independence & Long Life, CPA and Tax Advisor, Tatiana Tsoir, explains how the tax law favors small business owners and real estate investors and how you can take advantage of that fact by reducing your taxes.

About Tatiana:

Tatiana Tsoir, CPA, MBA, is an author, speaker, visionary accountant and over the last 19+ years she has worked ] with entrepreneurs and business owners to help them manage their money, numbers and taxes and become the boss of their bottom line.

Tatiana is now committed to consulting entrepreneurs to skyrocket their profit at zero additional marketing cost, to create a scaled business, sell it, pay no tax on the sale and never have to work again

Connect with Tatiana: www.linzacpa.com

What separates a wealthy person from the rest of us? Can you change your mindset to attract wealth? What steps can you take to find wealth early in life?

In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s learned by helping the super-rich to safeguard and built their wealth

Watch the Video: https://youtu.be/L-UuJH5JZF8

About Travis:

Travis Freeman is an entrepreneur and financial planner who became a self-made millionaire in his 20s. After experiencing food stamps as a child, Travis became fascinated with the powers and complexities of money. He went on to earn a bachelor’s degree in finance with an emphasis in economics from Missouri State University. He started a financial planning practice out of college that also led to investing in private businesses. As a Certified Financial PlannerTM, Travis helps business executives and entrepreneurs with complex financial needs. This experience fueled his passion for teaching the public how to reach financial independence using the strategies of the wealthy. Travis and his wife enjoy philanthropy focused on education and regularly support charities that help low-income and first generation students attend college.

Connect with Travis:

https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0CXMTCFB1 https://www.linkedin.com/in/traviscfp/

Women – are you looking forward to your mid-life? Does the idea of aging fill you with excitement? It should!

In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life.

Watch the video: https://youtu.be/rJiBf2mx4wA

About Kathy

Kathy Batista is the go-to coach for midlife women. She believes midlife isn’t just based on age – it’s a phase of life and can be your best one yet! By tapping into your values and strengths, you can take aligned action to create purpose and joy, leading to that, often missing, sense of fulfillment. Now is your time!

Having navigated midlife changes and shifts, Kathy offers guidance and compassion to women, asking themselves, “Is this it?” or “What’s next?”. She enjoys sharing the tools of her growth with her clients and peers. 

With certifications in Life Designer Coaching, Thought Coaching, Quantum Time Technique, and Mindfulness Facilitation, Kathy coaches women to discover their midlife magic through conscious healing and self-discovery. 

Are you ready to go from BLAH to A-HA?! To uncover your midlife purposes and to find fulfillment, visit Kathy at www.kathybatista.com and follow Kathy on Instagram and Facebook  @coachkathybatista.

Do you believe that people have innate talents? Can you match employees with jobs to best effect? Does your attitude about money predict your success?

In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought influence our success.

Watch the video: https://youtu.be/S2mAODQutug

DNA Behavior Story

Through his journey as a CPA, wealth manager, and entrepreneurial business leader, our Executive Chairman and Founder, Hugh Massie, noted that people would often make the same mistakes when making stressful decisions. He looked to science for a solution that would uncover the hard-wired patterns of behavior that drove those decisions.

The result of this vision was the founding of DNA Behavior International in 2001 as a behavioral sciences technology (BeSci Tech) business, which is now widely known as the “The Behavior and Money Insights Company."

The goal of this new venture was to discover, measure, and manage the hidden influences of behavior and money attitudes in business and beyond. Employing the principles of behavioral science, Hugh found a way to uncover the unique behavioral identity of an individual, then align them for better decision-making and an enhanced relationship with people and money.

As a “reformed accountant” and money energy pioneer, he knew that this new level of self-awareness would make an exponential impact on the way people live, operate, interact, decide, invest, and do business. Most importantly, though, he realized that the result would reduce stress and infuse people with fresh energy and improved wellness.

Today, DNA Behavior helps a multitude of growth-minded leaders build people-centric businesses. Our BeSci Tech-enabled solutions allow clients to provide exceptional employee and client experiences at scale.

About Hugh Massie:

Hugh Massie is the Executive Chairman and Founder of DNA Behavior International – the Behavior and Money Insights Company. As a widely recognized Titan 100 CEO and Behavioral Solutions Architect, Hugh helps growth-minded leaders create an Exponential Future by developing a 109 (ten to the power of 9) Quantum Leap Growth Mindset and by building a plan for over 1 billion people impact. With that framework, he addresses every opportunity and challenge through a behavioral lens.

Connect with Hugh: www.dnabehavior.com

Do you have a plan for your second chapter? What does retirement look like for you? Can you imagine life beyond your current 9-5 job?

In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these changes to facilitate your best next chapter.

About Eric

Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!".

Watch the video: https://youtu.be/vRTkNrywFe8

Connect with Eric

https://dontretiregraduate.com/ https://bfgfa.com/ https://www.linkedin.com/in/ebrotman/

Can you think your way to wealth? Do rich people think differently? Can you learn the secret?

On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself.

Connect with Tim: www.planassist.com

About Timothy Clifford

My career began on the Chicago Mercantile Exchange floor in the 1980s, starting as a runner and then a trader, which gave me foundational knowledge of financial markets. In the 1990s, I joined Charles Schwab & Co., where interacting with financially successful clients helped me distinguish between high earners and substantial wealth accumulators. This understanding shifted my focus from trading to wealth management.

By the 2000s, I advanced into leadership, furthering my resolve to aid others in wealth building. In 2012, after becoming a Certified Financial Planner®, I founded Core Wealth Consultants LLC in Central Florida. This experience led to the creation of PlanAssist®, a milestone in my career, aiming to simplify wealth-building for those needing help with prioritization and organization.

What happens to your family when you die? What happens to your business? What will the ceremony be like?
What music will you play at the celebration of life?

Adam Zuckerman has created a platform to help you make these decisions and more well before you’ll need to use them.  

About Adam:

Adam Zuckerman is the Founder of Buried in Work, a leading eCommerce platform specializing in estate planning/organization, end-of-life tasks, and estate transitions. 

With a deeply personal motivation stemming from his experience managing his father's estate, Adam is dedicated to simplifying these complex processes for individuals and families nationwide. 

As an Eisenhower Fellow, attorney, and MBA, Adam brings a wealth of expertise to his role, combining legal knowledge with entrepreneurial vision to drive innovation in the field of estate planning. 

Adam's mission is to empower individuals of all ages to navigate the intricacies of estate planning with confidence and ease. Through Buried in Work, he seeks to revolutionize the way people approach end-of-life preparations, ensuring that everyone has access to the resources they need to secure their legacy and protect their loved ones.

Watch the video: https://youtu.be/FbiJJ1hJN5Q

Connect with Adam: www.BuriedInWork.com

How does someone go from being a criminology major to rockin’ the real estate world?
How can you leverage one well-purchased condo into a real estate empire?
Can a schedule make your life easier?

In today’s episode of Get Your FILL – Financial Independence & Long Life, Amy Terry shares the incredible trajectory of her professional life and some tips that can help you follow suit.

Connect with Amy: https://amyterry.8z.com/

From Amy

While I "started" my career at 16, I was reluctant to follow the path that, in retrospect, was unavoidable. I chased other passions, but it always led me back to Real Estate. A career in real estate has been such a huge gift to me. It has allowed me to grow, expand, get uncomfortable, and create generational wealth for myself.

I believe anyone can create wealth in real estate regardless of their income level. Home ownership and investment properties are a game changer for an entire family. There is no get rich quick scheme here. It is smart, responsible investing that multiplies over time. And, sometimes, if you have the stomach for it, taking some big risks! I was also a reluctant leader, pushed into leadership roles. Today I could not be more grateful for that push. Helping agents build successful businesses has been a huge joy in my life. As well as learning to coach and mentor the whole person.

Wealth and success have so many definitions and those definitions should ebb and flow and evolve as you grow and change as a person. I know I have also evolved as a leader. Learning to step into my own power, my own truth, and more recently my own femininity. My mentors and leaders had always been men, really wonderful men. But I found myself mimicking them and being who I thought I "should be" playing this masculine role. Once I got comfortable enough to try things in a way that felt authentic and true to me, it created a ripple effect of blossoming all around me. I then realized my gift as a leader is to create space for others to be who they authentically are.

When I am not working you will find me traveling and exploring the world, practicing mediation, at a concert, at the gym, or a game night with friends.

Wondering how AI can help your business?
Know you need help but don’t want the stress of “making payroll”?
Looking for that one thing that will take your business to the next level?

In this week’s episode of Get Your FILL, Financial Independence & Long Life, Serial Entrepreneur, Helen Paas, shares growth strategies and AI hacks to give your business the rocket fuel that it needs to soar.

Watch the video: https://youtu.be/td1vZ8JAZgc

Connect with Helen:

 www.h2resolve.com
www.helenpaas.com
www.mcpaaswrites.com

Have you dreamt of becoming a real estate investor?
Are you ready to embrace a life of financial independence?
Wondering how to get started?

In this week’s Get Your FILL, Financial Independence & Long Life, Wyatt Simon shares his amazing story and his advice may inspire you to follow his path.

Watch the video: https://youtu.be/13HfBs284qU

About Wyatt:

Meet Wyatt Simon, a seasoned real estate investor with expertise in scaling rental portfolios, financing, finding deals, property management, coaching/mentoring, and mindset development. With a passion for helping others achieve success in the real estate industry, Wyatt also offers guidance and support to aspiring investors through his coaching and mentoring services. As a devout Christian, Wyatt incorporates his faith into his business practices, ensuring integrity and honesty in all of his transactions.

Connect with Wyatt: https://www.wyattsimon.com/

Are you a physician or a member of the health care profession in need of solid financial advice?
Did you graduate with loads of student loan debt, making retirement seem like a distant dream?
Do you love your job so much that you plan to work till you drop?

In this week’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Financial Planner, Nate Reineke, shares solid tips for making your life more meaningful and rewarding, whether you plan to work forever or retire as soon as possible.

Watch the video: https://youtu.be/y5wPnVg6QeU

About Nate Reineke:

Nate Reineke, CFP®, not only serves as the Primary Advisor, Student Loan Specialist, and College Planning Specialist at Physician Family Financial Advisors but also hosts their podcast of the same name. With a Bachelor of Science in Economics from the University of Oregon, Nate has seamlessly blended his academic foundation with a diverse business background. After leaving corporate with over a decade of experience, he followed his passion for helping physicians get out of debt and on with life. Nate, as the son of a financial advisor, always hoped he’d follow in his dad's footsteps and after over a decade in the industry now he can say that dream came true.
Born and raised in Eugene, Oregon, Nate married his wife Brittney in 2015, and together they navigate the joys of raising two young boys. When not immersed in family life, Nate dedicates his time to fitness, home improvement, budgeting, and podcasts on these subjects.

Connect with Nate:

Website: https://www.physicianfamily.com/

Podcast: Physician Family Financial Advisors Podcast
https://www.physicianfamily.com/blog
Social links:
LinkedIn: https://www.linkedin.com/company/physician-family-financial-advisors-inc/
Facebook: https://www.facebook.com/PhysicianFamilyFinancialAdvisors/

Would you love to ditch the 9 to 5?
Does the idea of passive income appeal to you?
Want to know how to get started?

Tune into today’s episode of Get Your FILL, Financial Independence & Long Life, where Bronson Hill shares strategies for firing yourself and replacing your working income with passive income.

Connect with Bronson:

 Facebook: https://www.facebook.com/BronsonEquity
LinkedIn: https://www.linkedin.com/company/bronson-equity/mycompany
Youtube: https://www.youtube.com/channel/UCc1KYJL8ZjF3GC3Wh5lYNfg
Instagram: https://www.instagram.com/bronsonequity/

About Bronson:

 As the Managing Member of Bronson Equity (www.BronsonEquity.com), Bronson is a general partner in 2000 multifamily units worth over $200M. Bronson co-leads a large in person multifamily meetup in Glendale, CA called Investor to Investor (ITI) (www.ITIeducation.org). Bronson is the host of The Mailbox Money Show and he understands the investor mindset having spoken individually over the phone with over 1500 investors and having raised over $40M for real estate and his ATM Machine Fund deals. Bronson is the author of the book. Fire Yourself; Replace Your Working Income with Passive Income in 3 Years or Less, and is a regular contributor to YouTube and his blog. Bronson leads an exclusive mastermind for affluent passive investors, providing unmatched investment opportunities within a growth-oriented community

How’s your relationship with money?
Do you have a clear vision of your ideal future?
Could that vision use some clearer lenses?

In today’s episode of Get Your FILL – Financial Independence & Long Life, Mikelann Valterra shares her excellent strategies for creating clarity – and excitement – for your optimal next chapter.

Mikelann Valterra is an author, speaker, and master money coach who helps women around the world rise above the money fog, transform their relationship with money, and design their ideal life.

For twenty-five years, Mikelann Valterra, MA, AFC has been a thought leader in financial psychology. She has written, spoken, and been interviewed extensively on powerful, practical ways to reduce money anxiety and teaches effective methods for earning, saving, reducing debt, and managing money. Her new book, Rise Above the Money Fog is now available online.

Watch the video: https://youtu.be/zIK_tnIcaSc

Connect with Mikelann:

Book: www.riseabovethemoneyfog.com
Website: www.seattlemoneycoach.com
https://www.facebook.com/MikelannSeattleMoneyCoach
https://www.linkedin.com/in/mikelannvalterra https://twitter.com/Mikelann https://www.instagram.com/seattlemoneycoach/

Take the Money Fog Quiz: https://seattle-money-coach.mykajabi.com/money-fog-quiz-ebook

Do you love your job?
Want to explore other options?
Do you own a business that you’d like to sell?
Want to buy someone else’s successful business?

Enter Greg Martin, Greg is part of the founding team at Origin Merchant Partners, a boutique investment bank focused on mergers & acquisitions and working with entrepreneurs of all kinds every day. He previously founded and operated a restaurant, catering and food e-commerce business which he has since exited. In addition, he is the host of the Lifetime at Work Podcast, all about exploring the careers of different people with the pains, struggles and the fulfilment they can bring.

Watch the video: https://youtu.be/7HHRLlQJyIc

Catch Greg’s podcast: https://www.lifetimeatwork.com/

About Greg Martin

Based in Toronto, Canada - by day a Managing Director at the prestigious Investment Bank, Origin Merchant Partners. As a firm, they are a team of some of the brightest professionals in Canada, providing advice to CEOs, boards and business owners of public and private companies across North America as the most critical times, including:

Sale of the business

Pursuing buy-side acquisitions

Raising capital (debt, equity and anything in between)

Considering alternative strategies to grow, prosper or maximize value for the business

As part of his role, he works every day with many young professionals as a leader, mentor and through training in the art of finance, M&A and loving your job through constant challenge and development.

He got his start in M&A after graduating from university at Wilfrid Laurier in Waterloo. After working for several years at Genuity and Canaccord Genuity, Greg joined Origin Merchant Partners to help build it into the largest M&A boutique in Canada, now with professionals across Toronto, Montreal, Chicago, Denver and Atlanta.

Greg also has personal experience as a start-up entrepreneur, co-founding an e-commerce and food business called Farm’r.