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Ep 459 From Drug Runner to $60M Exit: Jason Sisneros’ Redemption Story23 Sep 202501:05:26

From Drug Runner to $60M Exit: A Redemption Story

 

Most of us never stop to think how much our past — the pain, the wounds, the survival patterns — shape our future. For Jason Sisneros, that past meant delivering drugs at age 12, becoming a violent debt collector at 16, and nearly losing his life in a knife fight. But his story didn’t end there. He rebuilt himself, learned directly from legends like Tony Robbins and Keith Cunningham, and eventually achieved a $60 million exit.

 

In this episode of Richer Soul, Jason shares the hard-won wisdom he’s gathered along the way — wisdom that goes far beyond business. It’s about redemption, freedom, and creating a custom-tailored life.

 

Key Insights & Reflections:

  1. Your past doesn’t define your future. Jason’s childhood trauma and early involvement in crime could have set his destiny. Instead, he chose to break the cycle for his son. Reflection: What generational patterns are you committed to ending
  2. Entrepreneurship is a self-development journey. Businesses reflect their owners. If you bring unhealed wounds into your company, they will magnify. If you do the inner work, your business becomes a vessel for growth. Reflection: What does your business mirror back to you about yourself
  3. Everybody exits — how matters. Jason explains the three types of exits: involuntary, dictated, and custom-tailored. Only the last one creates freedom. Reflection: What would a “custom-tailored exit” look like for your life or business?
  4. Profit is a tool for freedom, not vanity. Living for cars, jets, and hype marketing leaves you trapped. Redirecting profits toward a “freedom account” creates choices that last. Reflection: Are your financial decisions moving you toward freedom — or away from it?
  5. Wisdom outlasts trends. Fads come and go, but principles endure. Jason believes true success is rooted in servant leadership, ethical business, and responsibility. Reflection: What timeless principle can you anchor your decisions in today?
  6. Redefine gratification, don’t delay it. True satisfaction comes not from consumption, but from aligning your life with what matters most. Reflection: What would it mean to redefine what “gratification” looks like for you?

 

Jason’s Money Lessons:

Jason grew up believing money belonged only to the rich — and that breaking the law was a valid way to get it. That belief led him into crime until a near-death experience forced him to change. Over time, he learned that money is simply a tool — one that either enslaves or frees, depending on the choices you make.

 

Key Takeaway:

Success isn’t about the number on your exit. It’s about who you become along the way, and whether your business serves as a path to freedom, integrity, and impact.

 

About Jason Sisneros:

Jason Sisneros is a serial entrepreneur, philanthropist, and advocate for business owners. From his early struggles and near-death experience, he rebuilt his life, became a top speaker for Tony Robbins, and went on to build and exit multiple companies — including a $60 million exit. Today, through his platform Built to Exit, he helps business owners design custom-tailored strategies that create both wealth and freedom.

 

Links:

YouTube Channel: https://www.youtube.com/@BuiltToExit

Facebook: https://www.facebook.com/jason.sisneros.1

Instagram: https://www.instagram.com/thejasonsisneros

LinkedIn: https://www.linkedin.com/in/jason-sisneros/

X: https://twitter.com/thejsisneros?lang=en

B2X Website: https://builttoexit.biz/about/

#RicherSoul #JasonSisneros #RedemptionStory #EntrepreneurJourney #CustomTailoredLife #BusinessExit #Entrepreneurship #BusinessGrowth #ProfitFirst #FreedomOverFortune #MindsetShift #TraumaToTriumph #LifeOnPurpose #ServantLeadership #LegacyBuilding

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 458 Breaking Free from Hidden Patterns and Rewiring Your Brain for Success with Adele Spraggon16 Sep 202500:59:15

Breaking Free from Hidden Patterns and Rewiring Your Brain for Success

 

Rewire Your Brain: Adele Spraggon on Breaking Free from Hidden Patterns

 

Like many of you, I’ve seen firsthand how money stories and old habits can run our lives without us even realizing it. I work with business owners every day who want more profit, more freedom, but they’re trapped in repeating cycles—just like I’ve been in my own journey.

 

Our guest today, Adele Spraggon, is an award-winning author, international speaker, and behavioral change expert. In her book Shift: 4 Steps to Personal Empowerment, Adele reveals how the brain runs on hidden patterns that keep us stuck—and more importantly, how to rewire them for freedom and success.

 

This isn’t about willpower or positive thinking. It’s about giving your brain the tools to let go of what no longer serves you, and allowing new patterns to emerge that fit the life you actually want.

 

5 Key Insights from Adele Spraggon:

  1. We Live by Patterns, Not Choices. Most of what we call “decisions” are actually neural pathways our brain built in the past. We’re on autopilot more than we realize. Reflection: Which area of your life feels stuck on repeat
  2. Change Happens by Subtraction, Not Addition. Instead of piling on more strategies, affirmations, or tools, Adele teaches that true freedom comes by removing unhelpful patterns. Reflection: What would shift if you stopped adding solutions and simply let go of the root problem?
  3. The Body Holds the Truth. While the mind replays the past and projects the future, the body is always in the present. By tuning into sensations and emotions, we discover the real issues beneath the surface. Reflection: What is your body telling you about the problems you keep circling?
  4. Surrender is Not Weakness. Letting go isn’t giving up—it’s becoming a witness to what’s actually happening inside. From that space, old patterns naturally dissolve. Reflection: Where in your life are you resisting instead of surrendering?
  5. Identity is Fluid, Not Fixed. We’re not one static self. We’re shape-shifters, capable of adopting new identities as we rewire our brains. Change is easier than we think—once we know how. Reflection: Who could you become if you stopped clinging to outdated labels?

 

Money Learnings:

Adele grew up in a home where money was either abundant or scarce, with nothing in between. That volatility shaped her early patterns around spending and saving—habits that drained her account as quickly as money came in. Her story is a reminder: your financial results often mirror the unconscious money patterns you inherited. Until you rewire them, the cycle continues.

 

Key Takeaway:

True empowerment doesn’t come from forcing yourself to be different. It comes from recognizing the brain patterns that no longer serve you and giving yourself permission to let them go.

 

About Adele Spraggon:

Adele Spraggon is an award-winning author, international speaker, and trainer recognized for her expertise in behavioral change. She has been awarded the 2020 Woman of Inspiration Award and is the author of Shift: 4 Steps to Personal Empowerment. With a master’s degree in humanities, a lifetime of teaching, and a deep study of neuroscience and psychology, Adele helps people across the globe break free from hidden mental patterns and step into lives of freedom, peace, and purpose.

Through her work, Adele has empowered thousands to rewrite their inner programming, overcome self-sabotage, and unlock the adaptability that makes change not only possible, but natural.

 

Links:

Website: https://adelespraggon.com/  

LinkedIn: https://www.linkedin.com/in/adelespraggon/  

Twitter/X: https://x.com/AdeleSpraggon  

Facebook: https://www.facebook.com/AdeleSpraggonRepatternist/  

Instagram:  https://www.instagram.com/adelespraggon  

YouTube: https://www.youtube.com/@AdeleSpraggon

 

What’s one pattern you’re ready to let go of today—and who might you become once you do?

 

#RicherSoul #AdeleSpraggon #BrainPatterns #MindsetShift #PersonalGrowth #InnerWork #Neuroplasticity #SelfImprovement #ChangeYourLife #Habits #RewireYourBrain #Empowerment #ConsciousLiving 

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 449 Lonely? Your Brain’s Begging for Connection with Dr. Paul Zak15 Jul 202500:59:22

Lonely? Your Brain’s Begging for Connection

 

How Dr. Paul Zak Decoded the Neuroscience of Trust and Human Connection

What if the secret to happiness, purpose, and even financial success lies in your brain’s chemistry—and in how often you hug others?

Have you ever wondered why we trust some people instantly and others not at all? Why love feels so healing—and why certain leaders inspire loyalty while others trigger fear? At the heart of these mysteries is a powerful brain chemical: oxytocin.

“Oxytocin is a gift you have to give to somebody else.” – Dr. Paul Zak

In this Richer Soul episode, Dr. Paul Zak, affectionately known as Dr. Love, reveals how understanding our brain's biology can transform the way we lead, parent, connect, and even build wealth.

 

🧠 The Inner Shift: From Disconnected to Deeply Human

Paul’s story begins in modest, frugal roots—raised by a planner’s mindset and a banker aunt who taught him the magic of compound interest. But his true transformation happened in the lab, where he uncovered something remarkable: our brains are wired for connection, trust, and empathy.

Through groundbreaking neuroscience research, Dr. Zak discovered that oxytocin—the “love hormone”—is the biochemical key to cooperation, generosity, and emotional well-being. It’s not just science; it’s a call to live more open-hearted lives.

 

4 Pillar-Aligned Takeaways:

1. Emotional, Mental, and Spiritual Balance:

  • The Science of Hugs: Want to build trust quickly? Skip the handshake and go straight for a hug. Paul found that physical touch stimulates oxytocin and makes people feel safe and connected—fast.
  • Trust Is a Neurological Strategy: His studies showed that people with higher oxytocin levels were more generous and less likely to hurt others emotionally or physically.

2. Career and Purpose:

  • Leadership Through Connection: Zak’s research influenced how companies design cultures of trust. His Immersion Neuroscience platform even measures what content the brain “loves” in real time—powering better storytelling, learning, and engagement.

3.  Relationships and Connection:

  • “Hugs Not Drugs”: Rather than medicating to connect or calm, we can engage in meaningful eye contact, shared joy, and emotional vulnerability to foster natural brain-based bonding.
  • Empathy = Protection: When you increase someone else’s oxytocin, you activate their empathy. This reduces harm and strengthens bonds—at home, at work, and in society.

4. Continuous Learning and Curiosity:

  • Lifelong Curiosity in Action: Paul considers himself a Martian, observing human behavior through experimentation to understand why we do what we do—because we often can’t explain it ourselves.

 

Money Learning: Frugality and Trust Over Flash

Raised in a family that struggled with money, Paul’s early education in wealth came from his aunt: “Understand the magic of compounding,” she taught.

Now a seasoned entrepreneur and neuroscientist, Paul still lives by frugality—not for scarcity, but for freedom. He calls himself “cheap with joy,” focusing on value over vanity.

“Why waste money? I love good things, but I don’t buy frivolous stuff.”

His wealth philosophy echoes what Richer Soul listeners know well: true abundance begins in mindset, not materialism.

 

Guest Bio: Dr. Paul J. Zak

Dr. Paul Zak is a Distinguished University Professor at Claremont Graduate University and a pioneer in the field of neuroeconomics. Ranked among the top 0.3% of cited scientists, he’s the founder of Immersion Neuroscience and a regular TED speaker. Paul’s work spans from the Pentagon to Papua New Guinea, helping brands, leaders, and everyday people better understand what our brains love—and why it matters.

 

Links:

X: @pauljzak

LinkedIn: https://www.linkedin.com/in/paul-j-zak-91123510/

The Little Book of Happiness: A Scientific Approach to Living Better: The Little Book of Happiness: A Scientific Approach to Living Better: Zak, Paul J.: 9781544547879: Amazon.com: Books

 

Key Discussion Points:

  1. Why human beings are wired for generosity, not just survival.
  2. The surprising link between oxytocin and business success.
  3. How to raise trust levels in any environment—without tech or therapy.
  4. The value of emotional data in education, leadership, and content creation.

 

What’s one relationship in your life that could be transformed by more empathy and connection?

Start there. Maybe it just begins with a hug.

 

This Episode Is for You If:

  • You’re curious about the science behind trust and love.
  • You lead a team and want to foster real loyalty and collaboration.
  • You’ve felt disconnected in a hyper-digital world.
  • You want to parent, love, or lead more intentionally.

 

“It’s hard to get your own brain to make oxytocin. You have to give it to others—and they’ll give it back.” – Dr. Paul Zak

Let this episode be your brain’s love letter to humanity.

🎧 Listen now. Share it forward. #HugsNotDrugs


#RicherSoul #InnerWealth #LifeOnPurpose #SpiritualSuccess #AlignedLiving #PurposeOverProfit #MindsetShift #EntrepreneurAwakening

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 359 Exposing Leadership & Strategy Myths with Don Schmincke24 Oct 202301:03:29

Exposing Leadership & Strategy Myths 

 

Takeaway: Winning makes employees happy, not being told they're valued

Money Learnings: Don Schmincke grew up without much money but learned a lot about survival

Bio: Don Schmincke is the author of the Best-Selling book The Code of Executive and has been featured in the Wall Street Journal and USA Today. He is an Award-Winning Speaker, Researcher, Founder of the SAGA Leadership Institute and delivered over 1,700 speeches.

Highlights from this episode: 

 

  • How to determine someone's behavior under pressure and whether they can be relied upon
  • Understanding a person's ethics, reactions under pressure, and history helps determine reliability
  • The lack of recognition for Sherpas, the inspiration behind Don's book on biological leadership, and the success of implementing evolutionary elements in companies
  • The importance of focusing on leadership and belief management in order to drive performance and achieve results
  • The concept of a compelling saga, which involves inspiring passion and creating a belief of need among a team to achieve a common goal
  • Don emphasizes the importance of intuition in strategy and criticizes the overemphasis on analysis

Facebook Page: https://www.facebook.com/howtoslaydragons

LinkedIn Page: https://www.linkedin.com/company/schmincke-research-alliance

Website: https://www.sagaleadership.com/

 

Savannah Banana's episode: https://profitanswerman.libsyn.com/ep-141-profit-first-success-with-the-savanah-bananas-and-emily-cole

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 358 Unleash Your Limitless Potential with Andy Hite17 Oct 202301:00:38

Unleash Your Limitless Potential

 

Takeaway: We all make our own reality

Money Learnings: Andy's biggest money education came at age 13 when his family home burned down. His parents gave him $5,000 from the insurance payout to buy new belongings, which taught him how to manage money.

Bio: Andy Hite is a recognized leadership coach who supports entrepreneurs, executives, and their teams as they navigate the world of building businesses and lives filled with prosperity, meaning, & freedom.

Regardless of the setting—be it in front of an audience, within an intimate boardroom, or during individual client sessions—Andy’s background in commercial theatre, as an actor and executive, lends a distinctive perspective to his coaching practice.

Committed to making an impact and facilitating transformative change, Andy empowers entrepreneurs and executives to unlock their full potential and thrive in their respective fields. Leading with heart, he creates a nurturing environment that fosters growth and paves the way for true authentic leadership.

With a wealth of personal and professional growth experience, Andy is passionate about helping his clients explore new possibilities, challenge their limits, and unlock their true potential.

As an accomplished executive and entrepreneur coach, Andy has impacted countless lives and earned a reputation for excellence. He is a sought-after guest, inspiring audiences with insights on how to lead more powerfully, love more deeply, and live more fully.

Highlights from this episode:

  • Experiences growing up in racially divided communities and how it shaped them
  • Andy's self-reflection led to a journey of self-development and overcoming self-esteem issues
  • Andy talked about his passion for coaching and decided to leave his previous career to start his own coaching business
  • Discussion on the importance of coaching and mindset in business
  • The lack of culture in many businesses and the disconnect between leadership and employees in self-development programs

https://www.scalingminds.com/rs

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 357 Escape the Rat Race and Create Lasting Wealth with Chris Miles10 Oct 202301:03:22

 Escape the Rat Race and Create Lasting Wealth

Takeaway:  Do business in a way that makes you happy

Money Learnings: Chris grew up in a household where money was scarce and his father's stressful job negatively impacted his health. Despite these challenges, Chris overcame the scarcity mindset and pursued entrepreneurship, finding control over his own destiny and financial freedom.

Bio: Chris Miles, the Cash Flow Expert and Anti-Financial Advisor, is a leading authority teaching entrepreneurs and professionals how to get their money working for them TODAY! He’s an author, podcast host of the Money Ripples Podcast, has been featured in US News, CNN, Money, Entrepreneurs on Fire, BiggerPockets, and has a proven reputation with his company, Money Ripples (https://moneyripples.com/) getting his clients fast, financial results.

In fact, his personal clients have increased their cash flow by $300+ Million in the last 13 years!

Highlights from this episode: 

  • Chris discovered a path to early retirement and financial independence
  • Teaching people how to get out of the rat race by investing in real estate
  • The importance of creating value for others and being a problem solver in order to achieve financial success
  • Misconceptions of passive income and the importance of finding truly passive investment opportunities
  • The limitations and drawbacks of 401k and IRA accounts
  • Adapting to technological changes in business and the need to diversify income streams to mitigate risks
  • Strategies for creating wealth, emphasizing the importance of mindset and understanding different paths to success

https://moneyripples.com/cashflow-calculator/

This is our Passive Income Calculator that shows you how much passive income you could make in the next year if you follow our strategy.

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 356 Land Banking for Big Returns with Brad Warren03 Oct 202301:05:04

Land Banking for Big Returns 

 

Takeaway: Learn to be less judgmental and listen more to others

Money Learnings: Brad grew up in Great Neck, New York and learned about money by observing his father. He later became a business coach after accidentally discovering his talent for asking questions and holding people accountable.

Bio: Brad Warren is a national and international speaker and coach. He traveled to 19 countries and 27 United States for over 40 years, teaching business courses. He's coached 500+ business owners, is the 2014 Bay East Association of Realtors Affiliate of the Year, author of Just Sold! The Real Estate Professional's Guide to Selling More in Less Time, and he’s spoken at the National Association of Realtors 2016 and 2017 Annual Conventions. After 40+ years as a business coach, Brad transitioned to a new career as a land banking specialist, helping investors build generational wealth by investing in land.

Highlights from this episode:

  • The importance of self-reflection and questioning one's beliefs and programming
  • Discussion about having a clear purpose and end goal in any endeavor, including making money
  • Brad discussed the concept of land banking
  • Investment strategy of buying land within a 60-mile radius of downtown LA
  • The potential returns of investing in real estate
  • The economic impact of major car companies transitioning to electric vehicles by 2035

 

LinkedIn: https://www.linkedin.com/in/bradleykwarren/

Facebook: https://www.facebook.com/brad.warren.754

Brad@bradwarren.com

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 355 Debt: Engine of Prosperity or Road to Ruin? with Richard Vague26 Sep 202301:04:25

Debt: Engine of Prosperity or Road to Ruin?

 

Takeaway: Gain a more comprehensive understanding of the role of debt in the economy

Money Learnings: Richard had a pretty typical upper middle class upbringing. He  got an allowance and had a part-time job

Bio: Richard Vague’s career has spanned fields as varied as banking, energy, government, and the arts. He recently served as Secretary of Banking and Securities for the Commonwealth of Pennsylvania. Vague previously was managing partner of Gabriel Investments, an early stage venture capital company; was also co-founder, Chairman and CEO of Energy Plus, an electricity and natural gas supply company; and also co-founder and CEO of two banks – First USA, which was sold to Bank One, and Juniper, which was sold to Barclays PLC. He is author of numerous books. His new book is Paradox of Debt: A New Path to Prosperity Without Crisis (Univ of Pennsylvania Press, Juuly 11, 2023). Learn more at richardvague.com

 

Highlights from this episode: 

  •  
  • Richard Vague discusses how he fell into a career in banking accidentally after dropping out of college and needing a job to pay for school
  • Richard talked about what inspired him to write his book “Paradox of Debt”
  • Vague explains how excessive mortgage lending led to the 2008 financial crisis
  • Discussion about government spending and debt actually creates wealth by injecting money into the economy
  • The paradox of how debt is both beneficial in growing the economy yet also increases inequality and leads to financial crises over time
  • Vague recommends being skeptical of both government and the private sector, as both are capable of doing good and harm.

pardoxofdebt.com

https://www.richardvague.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 354 Get What You Want in Life With Steven Campbell19 Sep 202301:06:28

Get What You Want in Life

Takeaway: Believe in oneself and set clear goals to train the brain to find a way to achieve them

Money Learnings: Despite initially believing he was not good at math, he successfully became a math professor and even wrote two college textbooks on computer software and math.

Bio: Steven Campbell acquired his Masters at the age of 55 to pursue his greatest love; teaching, He then became a professor, author, educational dean, and professional speaker. 

After writing his third book, “Making Your Mind Magnificent” in 2010, he has given seminars on cognitive psychology around the world, teaching how we can change what we are saying to ourselves about ourselves. The result has been significantly more satisfaction and success for the attendees in his workshops.

Highlights from this episode:

 

  • Steven shares how changing his self-image improved his math skills and career
  • The power of the mind in achieving goals
  • The importance of believing in oneself and having realistic goals
  • Accepting compliments and acknowledging one's own abilities
  • The power of positive self-talk

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 353 Unleashing Your Potential: Breaking Through the Barriers that Hold You Back with Andrew Daniel12 Sep 202301:00:01

Unleashing Your Potential: Breaking Through the Barriers that Hold You Back

 

Take away: Make the truth the most important thing

Money Learnings:  Growing up in Andrew’s family and at school, most things he learned about money weren't very empowered.

Bio: Andrew Daniel is an award-winning and international bestselling author and director at the Center for Cinesomatic Development. His Cinesomatics® workshops are held internationally from New York to London, Tuscany to Switzerland—helping professionals see the elusive patterns that hold them back. This methodology leads the world in cinematic movement diagnostics and advanced intuition development integrating approaches from embodiment, shadow work, therapy, and spirituality.

His book, Awaken to Your True Self, is a gold Nautilus Book Awards recipient and #1 Amazon bestseller in the US & UK. In his early career, Andrew coded a particle and physics engine by the age of 18⁠, used by top Fortune 100 companies over the 7 years of his software business. His first teaching work, Holistic Sex (Mindvalley, 2014), provided the world with a new paradigm that bridged the divide between sexuality, spirituality, and the sexes. Andrew is also an advisor for the Alan Watts Organization.

Highlights from this episode: 

  • Andrew went from being a successful software entrepreneur to being homeless multiple times before finding success through embodiment work
  • The importance of body language and how it affects results in various aspects of life
  • The effectiveness of somatic psychotherapies and his mission to introduce them to others
  • Andrew discussed the need for deeper personal transformation rather than surface-level motivation
  • The role of spirituality in personal growth and finding peace

https://andrewdaniel.org/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com 

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 352 Make Your Money Matter with Brad Barrett05 Sep 202301:04:22

 

Take away: Work with the right people

Money Learnings: Brad started working in finance at a young age after a family bankruptcy showed him the importance of understanding money. 

 Bio: Brad Barrett is a Managing Director with One Capital Management. He advises private individuals and families on their personal investment and advanced planning needs. In addition, he oversees the firm's Retirement and Corporate Services practice.  His firm managed nearly $5 Billion dollars for thousands of families across the United States and abroad. Brad is the author of, Retire Right: Secure the Right Path to Your Retirement and hosts two podcasts, Make Your Money Matterand Pension Attention.

Highlights from this episode:

  • Why we spend so little time teaching about money
  • The tendency to spend more money than we should. 
  • Brad admits to not knowing how to handle money and expresses his purpose in his career
  • How is the psychology of money different than the behavioral side of money?
  • How much does God and spirituality play into money decisions and money behaviors?
  • The importance of being a responsible steward of money and distinguishing between wants and needs

 

https://www.youtube.com/@makeyourmoneymatter

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 351 Mastering the Inner Game with Ilene Smith29 Aug 202300:55:36

Mastering the Inner Game

 

Take away: You cannot control what happened in the past, but you can choose how you move forward in your life

Money Learnings: Ilene grew up in an upper middle class Jewish family in New York and she watched success being built through his father. Ilene learned about money management from her dad, not from school.

Bio: Ilene Smith is an author, former trauma therapist, creator of “The Truth Method”, a successful entrepreneur, investor and dedicated mentor. With a rich professional tapestry that includes two master’s degrees and extensive training in somatic therapy, Ilene has consistently demonstrated the embodiment of resilience and fortitude. 

Her strength in the face of adversity allowed her to overcome significant early life traumas and the sudden loss of her late husband. These challenges served to reinforce her core belief-“Life is going to happen, it’s how you receive the pain and information and how you choose to move forward is what matters. 

Ilene is committed to facilitating personal transformation for entrepreneurs as well as future generations of leaders through her program, "The Truth Method". Her professional and personal journey has allowed her to skillfully harness her crystallized intelligence and wisdom to create a process for others to experience expansion and creativity in their lives. I

Beyond her professional endeavors, Ilene is a passionate connoisseur of life. A health enthusiast, outdoor lover, art collector and fervent traveler, she savors experiences that contribute to her growth and broaden her perspective.

Highlights from this episode:

  • The challenge of teaching children about money and inheritance
  • How did Ilene get from the world of real estate and mortgages to where she is today
  • Fear-based emotions hinder decision-making from an empowered place
  • What is trauma?
  • How do we unlock the energy?
  • The biggest obstacle in life is the reflection in the mirror

https://ilenesmith.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 350 Unleashing Radical Resilience, Thrive Through Life's Challenges with Andy Garrett22 Aug 202301:00:19

Unleashing Radical Resilience, Thrive Through Life's Challenges

 

Take away: Radical resilience can help you get through tough times. The reality is that we all face obstacles and find a way to get past them.

 

Andy Garrett’s prior episode on the podcast: https://richersoul.com/ep-200-grow-and-thrive-with-dr-andy-garrett/

 

Bio: With a doctorate in clinical psychology and extensive studies in life coaching and consultancy, Dr. Andy Garrett is at the forefront of a revolutionary movement towards personal growth.

He uniquely emphasizes a positive psychology approach that utilizes established individual or relational strengths rather than underscoring what may be pathological or dysfunctional. In blending this approach with cognitive behavioral psychology, existential psychology, and solution-focused strategies, he's empowered to provide a transformative brand of therapy.  

 

Highlights from this episode:

  •  Andy put together an identity-based program that helps people to define their true north
  • Antifragile - when you take something and you drop it, it actually strengthens
  • The schools don't teach resilience, agency and how to figure out what is your true north
  • Andy discussed what is radical resilience
  • The ability to go through difficult times
  • The supringly few percentages of people who know where they are going.

ag-thrive.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 448 Creating the Vision for Your Life with Corey Kupfer02 Jul 202501:02:24

Creating the Vision for Your Life

 

What does it take to break free from a scarcity mindset and rise to the top as a master negotiator and dealmaker? On this compelling episode of Richer Soul, Corey Kupfer shares his raw journey from paycheck-to-paycheck roots to building a powerhouse law firm and consultancy focused on high-stakes negotiation and deal-making.

If you've ever doubted whether your background could limit your future success, this is the episode that will blow your mind—and redefine what’s possible.

 

Key Takeaways:

  1. Your Money Mindset Can Be Reprogrammed. Corey’s early life was shaped by scarcity—“money’s hard to come by,” “budget everything”—but he did the inner work to shift to a mindset of abundance and strategic wealth creation.
  2. The Courage to Go Solo. At 31, with zero clients and no financial safety net, Corey left a secure legal job and launched his own firm. He used credit cards to pay rent and still found the resilience to build from scratch.
  3. Negotiation Is a Skill Anyone Can Master. Corey breaks down the three pillars of authentic negotiating: Clarity, Detachment, and Equilibrium—tools anyone can use to stop overthinking and start winning in both business and life.
  4. True Success Requires Internal and External Alignment. Wealth isn’t just about money—it’s about being purpose-aligned, values-driven, and empowered to create lasting impact through your work and your deals.

 

Money Learning: From Scarcity to Strategy

Corey’s relationship with money started in a fear-driven, budget-focused household. The breakthrough came when he realized that despite early professional success, his subconscious beliefs were holding him back from building real wealth. He invested deeply in personal development, challenged inherited financial scripts, and reshaped his thinking to embrace abundance, philanthropy, and purpose-driven prosperity.

 

Lesson for Listeners: No matter your past, you can rewrite your money story—and your results will follow.

 

About Corey Kupfer

Corey Kupfer is a seasoned entrepreneur, attorney, consultant, and professional speaker with over 35 years of deal-making experience. He’s the founder of Kupfer & Associates, PLLC, a top-tier corporate law firm, and DealQuest, a platform for empowering deal-driven entrepreneurs. He’s also the bestselling author of Authentic Negotiating and host of the top 1% ranked DealQuest Podcast.

 

Key Discussion Points:

  1. Breaking out of limiting financial beliefs rooted in childhood.
  2. Going from high-salary corporate law to entrepreneurial uncertainty.
  3. The psychological and practical tools behind Authentic Negotiating.
  4. How entrepreneurs can use clarity, detachment, and equilibrium to win big.
  5. Why “working harder” doesn’t lead to wealth—and what actually does.
  6. Building a legacy through impact, philanthropy, and alignment.

 

Conclusion:

This episode isn’t just about making deals—it’s about making change. Corey’s story proves that no background is too humble, and no challenge too big, when you're aligned with purpose and armed with the right mindset. If you’re ready to rewrite your relationship with money, embrace your inner negotiator, and take bold steps toward financial independence, this is your blueprint.

 

Links:

Website: https://www.coreykupfer.com/podcast

LinkedIn: https://www.linkedin.com/in/coreykupfer/

Instagram: https://www.instagram.com/coreykupfer/

Facebook: https://www.facebook.com/CoreyKupfer

X: https://x.com/coreykupfer

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 349 A 5 step Roadmap to Enlightenment and Prosperity with Jonathan England15 Aug 202301:12:57

A 5 step Roadmap to Enlightenment and Prosperity

 

Take away: Reputations are built on someone else's vision of you, not your vision of yourself, so ignore them.

 

Money Learnings: Jonathan learned from his parents that if you want to make more money, work harder and work more hours. Found out later on in his life that there’s something different you need to do in order to achieve financial freedom.

 

Bio: Jonathan England is an extraordinary transformational leader and community builder whose name is synonymous with inspiration, empowerment, and positive change. With more than

$500k invested in his personal development, Jonathan is a true visionary who has devoted his life to helping people awaken to their full potential, tap into their deepest desires, and make the impossible possible.

As the founder of Earthwaking Eco-Village, a residential community designed to heal humanity from the inside out, Jonathan is on a mission to create a world of abundance for all by taking 100% responsibility for our thoughts, feelings, actions, and reality while working in harmony with nature and each other. By doing so, he and his team are playing a vital role in birthing the New Earth, a world where peace, love, and joy are the guiding principles.

 

Highlights from this episode: 

  • How do we prepare for the market?
  • What inspired Jonathan to write his book “If I Die Before I Wake”
  • The 5 Step Roadmap to Enlightenment, Prosperity, and Your Life’s Purpose
  • Jonathan gave away houses and money, found happiness in level three

https://www.jonathanearthwaking.com

Facebook: https://www.facebook.com/awakenyourdestiny

https://www.findyourpurposebook.com/free

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 348 The Power of Influence: How to Make a Positive Impact, with Brian Smith PhD08 Aug 202300:59:21

 

Take away: Listen to learn

Money Learnings: Brian was born to young parents. His family struggled but they provided well.

Bio: Brian Smith, PhD, founder and senior managing partner of IA Business Advisors, a management consulting firm that has worked with more than 18,000 CEOs, entrepreneurs, managers and employees worldwide. Together with his daughter, Mary Smith, they've authored: Individual Influence: Find the “I” in Team (July 19, 2022), which shares how to become our best self with everyone we influence. Learn more at IABusinessAdvisors.com or TheIinTeamSeries.com

 

Highlights from this episode: 

 

  • Dealing with hindrances in life
  • Brian talked about what prosperity means to him
  • What inspired Brian to write his book “Individual Influence: Find the “I” in Team”
  • Brian shared the failures he went through and the lessons he learned
  • Failures and mistakes provide valuable lessons for personal growth and improvement

www.iabusinessadvisors.com 

 www.theiinteamseries.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 347 From Muted to Magic: How to Strip Away Society's Lies and Reconnect with Your Inner Spark with Shirin Etessam01 Aug 202301:02:54

From Muted to Magic

How to Strip Away Society's Lies and Reconnect with Your Inner Spark

 

Take away: Trust that that magic you seek is within you

Money Learnings: Shirin came to the States from Iran when she was nine. She  grew up in a fairly affluent family.

Bio: Shirin Etessam is an entrepreneur, seasoned media executive, and transformational speaker. She has produced films, original television series and specials, created several companies, and led campaigns for some of the world’s most recognized companies (ABC, CBS, Discovery, BBC, Facebook, Apple, Intel, Virgin, and many more). A proud member of the LGBTQIA+ community, Shirin founded OML TV, a popular platform dedicated to streaming and curating quality, queer female, video content and OML Originals, a female led production company telling diverse female stories through a vast spectrum of film and television genres. Today, Shirin guides seekers in her six-week program, Free to Be, to disconnect their human “being” from their human “doing” to find true and lasting fulfillment.  She lives in Marin County, California, with her wife and two children.

Highlights from this episode: 

 

  • Shirin felt unfulfilled despite having a nice home, car, career, community status etc. She realized something was missing internally.  

    As children, we naturally connect with our inner essence, but societal conditioning causes us to disconnect from it and seek validation externally. We need to rediscover our inner truth.

      Our minds are flooded with mostly negative, repetitive thoughts. We need to limit information overload and "purge" regularly to clear our minds.   Reconnecting with our body through breathwork can profoundly impact our mental/emotional state. Our breath has great power if we harness it.   Play is critical at any age for our minds, hearts and souls, yet we lose touch with playfulness as adults. We each have unique play personalities and ways of accessing play.   Living from our inner truth/essence, not external validation, is key to an abundant life. The "magic" we seek is within us, not external.   The book provides a 6-week roadmap to strip away conditioning, reconnect with our inner self, and live more fully and authentically.

 

https://www.shirinetessam.com

https://www.facebook.com/groups/innermore

https://www.instagram.com/shirinetessam/

https://www.tiktok.com/@shirinetessam 

https://www.amazon.com/Free-Be-Six-Week-Guide-Reclaiming/dp/1637585462

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 346 Epochal Change in the Financial Markets with Todd Tresidder25 Jul 202301:23:35

Epochal Change in the Financial Markets

 

Are you wondering why it feels like your money is losing value despite assets like stocks being near all-time highs?   Financial expert Todd Tresidder and Rocky Lalvani reveal we've entered a new economic epoch characterized by high inflation, rising interest rates, and more volatility.

Takeaway: We are facing a new economic reality and the rules of the past no longer apply. Understanding the new rules and having a plan to navigate them will help you to continue to build your wealth.

Bio:  Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before "retiring" at 35 to teach others. Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.

 

Highlights from this episode: 

  • We are entering a new "economic epoch" characterized by high inflation after a long period of low inflation. Interest rates are also now in an upward trend after declining for decades.
  • The government response to COVID with massive fiscal stimulus was a key trigger that helped kick off these changes. This led to inflation coming back in a structural way.
  • In this new environment, conventional investing strategies like passive index funds are likely to struggle and have poor real returns for 10-15 years. Tactical asset allocation is better suited for this period.
  • Financial repression by the government is likely, meaning inflation will outpace asset returns but it will be gradual enough that most people don't fully realize it.
  • Various risks like duration risk and liquidity risk are emerging that can turn into solvency crises. More volatility and turning points are expected as the economy goes through this transitionary period over the next decade plus.
  • Understanding these dynamics is key so individuals can adapt their investment strategy and spending to preserve wealth through this economic shift. Being prepared ahead of time is critical.

https://www.financialmentor.com/invest

Previous episodes with Todd:

http://richersoul.com/ep-0020-richer-soul-creating-an-investment-process-with-todd-tresidder/

https://richersoul.com/ep-107-using-leverage-to-increase-wealth-and-decrease-risk-with-todd-tresidder/

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 345 How to Build World Class Teams with Chad Westbrook18 Jul 202300:58:27

How to Build World Class Teams

 

Takeaway: Do what you love

Money Learnings: Chad did not learn anything about money from school. He learned it from his experiences as he grew up.

 

Bio: Chad Westbrook is a B2B sales and service expert who has dedicated the last 15 years to building sustainable, scalable sales and service teams.

Encouraging his companies to challenge the status quo and never accept what everyone is doing as “good enough”, Westbrook has contributed to millions of dollars in commercial sales and revenue year-over-year. His teams typically started with mid-level individuals, and within a short period, they were transformed into world-class teams producing results most companies only dream of.

“It’s about getting in the ruts and figuring out our customer’s problem”.

Chad has had some of the most influential mentors in the industry help shape what is a proven process today.

His methods are based on real-world experience and results that have, and continue to, contribute millions of dollars of commercial sales year-over-year.

Highlights from this episode: 

  • Discussion about parents spending a fortune on kids' sports
  • Building world-class teams
  • Creating a repeatable process
  • How Profit First helps Chad

salesalignment.io

www.MakeLEADSwork.com

www.MakeSERVICEwork.com

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

EP 344 Becoming Flawesome with Kristina Mand-Lakhiani11 Jul 202300:54:39

Becoming Flawesome

Takeaway: Recognizing and thriving in our imperfections is key to personal growth

Money Learnings: Kristina was born and grew up in the Soviet Union and what she knew about money then was that they were hoping to build communism where there wouldn't be any money. But along the way, she learned to be flexible enough because she had to transform from one system to a completely different system.

Bio: Kristina Mand-Lakhiani is an international speaker, entrepreneur, artist, philanthropist, and mother of 2 kids. As a co-founder of  Mindvalley, a leading publisher in the personal growth industry, Kristina dedicated the last 20 years of her career from teachers like Michael Beckwith, Bob Proctor, Lisa Nichols, and many more. 

She started her career in a government office in her native Estonia and, by her mid-20s, achieved a level of success mostly known to male politicians at the end of their careers. It was shortly after that Kristina and her husband Vishen founded Mindvalley. From a small meditation business operating out of the couple’s apartment in New York, the company quickly grew into a global educational organization offering top training for peak human performance to hundreds of thousands of students all around the world. 

Kristina believes life is too important to be taken seriously and makes sure to bring fun into every one of her roles: as a teacher, mother, entrepreneur, philanthropist, and world traveller. Kristina helps her students to virtually hack happiness by taking them through her unique framework - “Hacking happiness” - a unique framework of balancing your life, taking in every moment, and paying close attention to the small daily choices.  

Kristina is also the author of three transformational quests - "7 Days To Happiness", "Live By Your Own Rules.” and "The Art of Being Flawesome". Kristina talks about personal transformation, authenticity, understanding and accepting oneself, and a path to happiness.

In June 2023, with the help of Hay House Publishing, Kristina releases her very first book - "Becoming Flawesome". In her book, Kristina shares her own journey from being on top of a personal growth empire like Mindvalley to stepping aside, conscious uncoupling from her husband, and walking her path towards being more honest with herself. 

Highlights from this episode: 

  • Kristina talked about growing up in a Soviet Union
  • What is it that MindValley does?
  • The darker controversial side to personal growth
  • Kristina was influenced to write a book due to her environment and her message maturing
  • Kristina discusses the fear of imperfection and the importance of being loyal to it
  • The journey of transformation is a path to readiness to make a decision
  • Vulnerability - too much of a good thing can become bad
  •  

https://www.instagram.com/kristinamand/

https://www.linkedin.com/in/kristina-mand-lakhiani-73168414/

https://www.facebook.com/kristinamand

Mindvalley.com/book/flawesome

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

#BecomingFlawesome

Ep 343 Creating Your 7-Figure Life with Noah St. John04 Jul 202300:57:09

Creating Your 7-Figure Life 

Takeaway: Time is valuable

Bio: DR. NOAH ST. JOHN is known worldwide as “The Father of AFFORMATIONS®” and “The Mental Health Coach to The Stars.” He’s famous for helping his clients make more in just 12 weeks than they made in the past 12 months. His clients have added more than $2.7 BILLION dollars using his methods since 1997.

Previous episode: https://richersoul.com/ep-308-how-to-get-rid-of-head-trash-with-dr-noah-st-john/

 

Highlights from this episode: 

  • Noah talks about his book about anti-aging
  • Why do people procrastinate so much?
  • Noah explained what the DBAR Cycle is and why it's so important
  • The 4 focus factors for living an abundant life

https://7figurelifebook.com/

https://noahstjohn.com/

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 342 Macro Investing with Bob Elliott27 Jun 202300:56:51

Macro Investing

 

 

Takeaway: Remain curious and explore new ideas

 

Money Learnings: Bob grew up as a middle-class kid in the Midwest. His father was an entrepreneur and sort of instilled that entrepreneurial spirit into him.

 

Bio: Bob Elliott is a macro investor with decades of experience, including at Bridgewater Associates, the world’s largest hedge fund where he created many of the strategies in the flagship Pure Alpha fund.  During his nearly 15 years at Bridgewater Elliott ran Ray Dalio’s investment research team, authored hundreds of Bridgewater’s widely read Daily Observations and directly counseled policymakers at the Fed, Treasury, ECB, PBOC and others on macro economic and investing issues.

In early 2022, Elliott started Unlimited, a startup ETF company making diversified, low cost index ETFs of 2&20 investment strategies available to every investor.  Its first product is the HFND ETF, is one of the fastest growing actively managed independent ETF launches of the last few years.

 

Highlights from this episode: 

  •  
  • How Bob got involved with Bridgewater
  • Bob discussed what macro investing is and how it is important
  • Late cycle inflation and central bank's balancing act
  • Bob discusses how inflation is becoming persistent and affecting business contracts and wage growth
  • What is tactical asset allocation?

https://www.unlimitedfunds.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 341 How to Live Your Dream with Felicia Searcy20 Jun 202300:48:17

How to Live Your Dream 

 

Take away: Deep and profound gratitude brings you back to the rhythm of life

Money Learnings: Felicia learned that life was not safe. Don't ask for too much and do not expect much. 

Bio: Felicia Searcy’s purpose is her passion: to empower you to discover and express your extraordinary life...the one that rockets your impact personally and for others! As The Impact Multiplier, she has sourced the secrets for living Life Big..full out, fully connected, fully joyous, fully prosperous.

 She is a four-time award-winning transformational coach, international speaker, author, and minister who has helped thousands create a path for living their dream life. For more than 20 years, Felicia has worked with people from all walks of life who are seeking the spiritual component that accelerates success.

Highlights from this episode: 

  • Felicia talks about her journey
  • Being addicted to inspiration
  • Felicia shared about universal laws
  • How do we tap into the invisible power and use it to our benefit?
  • Where do people get stuck?
  • Felicia discusses how to achieve goals and overcome obstacles

 

https://feliciasearcy.com/

https://feliciasearcy.com/spirtualsuccess

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul

 https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 340 Moving from Hard Work to Heart Work with Heinz Kaegi13 Jun 202301:00:42

 Moving from Hard Work to Heart Work

 

Take away: Have faith in yourself

Money Learnings:  Heinz grew up in three different cultures and learned about money from his parents. He later became a successful self-employed entrepreneur after jumping from a corporate career and withdrawing money from his future pension fund. 

Bio: After his compelling C-level business career in several industries and an officer career in the Swiss Army, Heinz was the founder of several companies in Europe and the USA. He lives his passion as intl. speaker, bestselling author, recognized expert and mentor of visionary leadership. His globally unique program called LEX Leadershift Excellence-for-Life™ Experience has already inspired 10,000nds of executives. His Swiss bestseller "Gesucht: Leader” has been published as well in its English version “Wanted: Leaders”. Heinz has designed and conducted over 1000 corp. development processes in 3 languages on 3 continents over the last 30 years. His lectureship as lead lecturer for leadership at a European corporate academy gives evidence to the many compelling models and concepts he has developed and implemented together with his multicultural clientele.  His passion for "moving leaders from hard work to heart work®" makes him and his impact powerfully inspiring. Heinz Kaegi is the initiator of the Intl. Economy of Heart Foundation.

 

Highlights from this episode: 

  •  Heinz was addicted to success and lost sight of personal fulfillment, leading to a midlife crisis
  • Confusion in job is like driving in fog, slow down without clarity of purpose
  • How do we see the future and how do we lead from a future perspective?
  • Everyone else is free to grow without hindrance
  • The corporate world is changing
  • How do we move from hard work to fun?

 www.heinzkaegi.com 

www.kaegileadershift.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 Thanks for listening!

 Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul

 https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 447 Harnessing AI: The Future of Work and Education with Steve Cunningham01 Jul 202501:04:02

Harnessing AI: The Future of Work and Education

 

If you're still hoping AI is a trend that’ll pass, you might already be behind.

In this electrifying episode of Richer Soul, Steve Cunningham, founder of Simple and creator of the Simple AI Business School, joins us to unpack how to thrive in an AI-powered economy — not just survive it.

Steve doesn’t just teach AI. He shows people how to use it, apply it, and prove their value in a rapidly shifting landscape. With the workplace transforming faster than ever, his Learn–Apply–Prove (LAP) model is exactly what professionals, business owners, and even solopreneurs need to remain irreplaceable.

This isn’t about coding or becoming a data scientist. It’s about clarity, confidence, and competence — and how to build those with AI tools that are already available.

 

Key Takeaways: 

  1. AI Will Not Replace You — But Someone Using It Will. Steve warns that the danger isn't AI itself — it's not knowing how to work alongside it. The ones who succeed will be those who embrace augmentation, not automation.
  2. Learning Alone Is a Trap — Proof Is the New Power. Knowledge is cheap. Execution is everything. That’s why the LAP model focuses on not just learning, but applying your skills immediately and proving your value in real-time.
  3. Don’t Be a Turkey: Recognize the Pattern Before It’s Too Late. In his upcoming book, Don’t Be a Turkey, Steve draws a powerful analogy: turkeys get fed every day and assume life is good… until Thanksgiving. The lesson? Disruption doesn’t warn you before it arrives. Prepare now.
  4. The Fastest Way to ROI in the AI World? Simple Systems, Not More Content. Most people drown in AI content but never take action. Steve believes simplicity is the unlock, and we need fewer inputs and more structured, intentional application.

 

Money Learnings:

Steve was raised to think like an entrepreneur — making money was natural. But he didn’t learn how to keep it until much later. He realized that financial success today isn’t about how much you earn — it’s about how you think, especially in a world where AI can generate income with fewer resources and smarter decisions.

 

About Steve Cunningham:

Steve Cunningham is the founder of Simple and creator of the Simple AI Business School (SABS) — the first AI-first business school in the world. With a background in law, marketing, and education, Steve has a proven track record of building tools and frameworks that help people master new skills quickly.

His mission? Equip professionals to become AI-augmented high performers who are prepared for the workforce of tomorrow.

His upcoming book, Don’t Be a Turkey, is set to launch in 2025.

 

Key Discussion Points:

  1. Why traditional education is too slow for today’s pace of change.
  2. The real threat of AI isn’t job loss — it’s skill irrelevance.
  3. Why “learners” aren’t succeeding anymore — doers are.
  4. How to build AI competence without becoming technical.
  5. The new rules of credibility: results > resumes.
  6.  What professionals should focus on right now to stay employable.
  7. How solopreneurs can turn AI into a profit multiplier.

 

Conclusion:

If you're feeling behind in the AI revolution, this episode is your reset button. Steve Cunningham doesn’t just hand out theories — he provides a practical map to upskill, adapt, and lead in a transformed economy.

 

Links:

Website: https://stevecunningham.ai/

LinkedIn: https://www.linkedin.com/in/aisteve/

X: https://x.com/stevecunningham

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 339 Achieve Big Hairy Goals with Jason Skeesick06 Jun 202300:58:15

Achieve Big Hairy Goals

 

Takeaway: Have fun on the journey

Money Learnings: Jason discussed his upbringing and how he received little financial education in school. He credited reading "Rich Dad Poor Dad" as a pivotal moment that opened his eyes to the possibility of creating wealth through entrepreneurship and investing.

Bio: Jason Skeesick is a US Army veteran, coach, and an entrepreneurial evangelist.

He is a father, husband, fighter, and carrier of heavy things. 

His company Spear and Clover helps businesses with passionate leaders, talented teams, and strong playbooks go from contenders to Dynasty Organizations.

He leads The Spear and Clover Mastermind a large group of like minded entrepreneurs united in helping one another impact the world with their unique missions.

 

Highlights from this episode: 

  • Finding the right help
  • Always pursue your passion for living
  • Create your own path
  • What got Jason into starting a gym

 

Spearandclover.com



Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 338 Creating A Worthwhile Life with Michael Westover30 May 202300:56:29

Creating A Worthwhile Life

 

Take away: The more you give away, the more you feel like your life is abundant

Money Learnings: School did not teach much about money. He learned a lot from his CEO father.

Bio: Michael Westover is a writer, speaker, health care industry executive and graduate from the Wharton School of Business at the University of Pennsylvania. Westover’s blog, Echoes of Meaning, is a collection of more than 30 articles about human connection, including articles on family, business, religion, and self-improvement. Many of his pieces attempt to decodify ancient truths from new angles to make them applicable to modern life. What he’s uncovered has made his life more meaningful, and he hopes it does the same for his readers. Learn more at EchoesofMeaning.com.

 

Highlights from this episode: 

  •  Decide what you want out of life and ask yourself how to achieve it
  • Michael discusses the difference between purpose and meaning in life
  • What inspired Michael to write the book “A Worthwhile Life”?
  • How do we find meaning in our life?

https://echoesofmeaning.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep 337 Creating Your Vision with Dr. Sas23 May 202300:59:56

Creating Your Vision

Take away: Do the things that bring you joy

Money Learnings: Dr. Sas didn't learn about money until she was out on her own

Bio: Dr. Sas is a success coach, an author, a podcaster, and a speaker. She specializes in women's empowerment, guiding women to gain clarity in their lives, careers, and businesses so that they can perform their best while balancing all areas of life.   

She served in the US Airforce, held many high-level positions in different companies, owned 6 different businesses, and is now a founder & CEO of Awakened Goddess LLC. 

Dr. Sas encourages a healthy lifestyle, healing, and self-mastery. For that very reason, she shares her wisdom via her social media, YouTube Channel, books, and article writings.  Her constant conversations revolve around peace, love, health, and happiness. 

Her favorite pastime is sipping a nice cup of coffee while enjoying the sunlight - preferably with good company, her husband.

 

Highlights from this episode: 

 

  • The biggest surprise when Dr Sas came to America
  • What does Dr Sas think about drugs in America's relationship with pills
  • Dr Sas joined the Air Force
  • Helping women create and get clear on a vision of who they want to be
  • How long does it take someone to get clear on their vision?

https://drsas.us/

https://open.spotify.com/show/1nmNZEhvosyQUQhMNaZU2u

https://www.youtube.com/@dr_sas

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 336 From Chaos to Clarity with Sheevaun Moran16 May 202300:50:54

From Chaos to Clarity

 

Take away:  Life is short. You do not know what you got, how much you've got and who's got what. Say yes and just go.

Money Learnings: Sheevaun learned about money when she started her first business at 11 years old.

Bio: Sheevaun Moran is a business advisor, master coach, quantum energy thought leader, and the founder of Energetic Solutions®. Having worked with over 25,000+ entrepreneurs, CEO's and leaders, Sheevaun has combined her corporate experience, rapid growth expertise and her unique approach using energetic techniques & principles to help innovate small businesses into big successes. She is an expert at impact, influence and income wizardry where a business is stagnant or starting up

 Highlights from this episode: 

  •  Sheevaun talks about her entrepreneurial journey
  • Sheevaun likes teaching people how to find and how to take a tool and turn it into magic
  • What is Sheevaun doing or sharing with the people that's causing these changes
  • A lot of people just chased the money instead of doing the work
  • Sheevaun discusses the use of unconventional tools for success and teaches how to let go
  • Sheevaun talks about bioelectronics
  • The benefits of meditation and self-awareness were discussed in relation to problem-solving

 Website: www.SheevaunMoran.com

 LinkedIn: https://www.linkedin.com/in/sheevaunmoran/

 Facebook: https://www.facebook.com/SheevaunMoran/

 Twitter: https://twitter.com/sheevaun


Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

 http://richersoul.com/

 rocky@richersoul.com

 Some music provided by Junan from Junan Podcast

 Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 335 Creating Life Success in Life with Jeremy Straub09 May 202301:02:44

 Creating Life Success in Life

Takeaway: Be careful who you choose to surround yourself with.

 

Money Learnings: Jeremy’s father was an entrepreneur and he taught him a lot about business.

 

Bio: Jeremy Straub, CRPC, CFS® is the Founder and CEO of Coastal Wealth. With more than 20 years in executive level positions with fortune 500 companies, Jeremy is considered a financial industry thought leader who brings energy and passion to helping people preserve wealth. Jeremy couldn’t ignore his inherent entrepreneurial spirit and desire to create a financial services and wealth management firm of his own and in 2016 Coastal Wealth was created.  

Originally from Bethlehem, Pennsylvania, Jeremy’s entrepreneurial nature was influenced by his father, who worked his way up in the auto industry from selling cars to owning dealerships. Jeremy’s top personal goal is to have a positive impact on his family, employees and community. He loves that his role at Coastal Wealth allows him to balance the “mind of a capitalist and heart of a social worker,” by helping clients reach their financial goals while living his personal dream as an entrepreneur. 

Jeremy is on the board for YPO of Palm Beach and host of a podcast where he speaks with business owners and entrepreneurs. 

 

Highlights from this episode:

  • Profit First
  • Do most people have financial goals?
  • Most people need financial therapy
  • Four reasons you want to work with a financial advisor
  • The 12-week Year
  • The news that is stressing people out

 

COASTWEALTH.COM

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep 334 The Power of Positive Psychology with Anthony Poponi02 May 202301:01:06

 The Power of Positive Psychology 

 

Take away: 40% of happiness is within our control

 

Money Learnings: School didn't teach Anthony very much at all about money. His family taught him plenty of lessons about money but not all of them were great.

 

Bio: Anthony Poponi the CEO and founder of Focus on the 40 and is an expert in positive psychology, the applied science of happiness. Anthony travels the country speaking at conferences and hosting workplace workshops to bring out the best in team cultures. His mission is to inspire joy and fulfillment by creating cohesive teams who are ready to go from “good to great.” Anthony has called Bend, Oregon home for two years and when at home he plays outside, performs both improv and stand-up comedy and serves on board for two local non-profits. Be ready to laugh, learn and apply!

 

Highlights from this episode: 

  • Profit First
  • Some of the lies we're told that will make us happy
  • How science is associated with our happiness
  • What are some other ways to get out of our head?
  • The things that happen to us in childhood affect us later in life
  • Anthony talks about how hard it is to rewire the pathways we take

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 333 Follow the Call of Your Soul with Rabbi Matthew Ponak25 Apr 202301:04:26

Follow the Call of Your Soul 

 

Takeaway: Everyone has everything they need within themselves

 

Money Learnings:  Matthew learned about money growing up by example from his parents.

 

Bio: Rabbi Matthew Ponak is a teacher of Jewish mysticism, a spiritual counselor, and the cofounder of the Mekorah Institute—an online spiritual center for embodied practice. Ordained with honors as a rabbi at the neo-Hasidic Rabbinical School of Hebrew College, he also holds a Master’s degree in Contemplative Religions from Naropa University. Matthew lives in Victoria, British Columbia, and is certified as a Focusing Professional to guide others to deeper self-knowledge and healing. He is the author of Embodied Kabbalah.

 

Highlights from this episode: 

 

  • How did Matthew get into all the religious studies
  • What inspired Matthew to write the book “Embodied Kabbalah: Jewish Mysticism for All People”
  • What is mysticism?
  • Matthew explains what is Kabbalah



Learn more at matthewponak.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 332 Breaking Your Code with Rusty Gaillard18 Apr 202301:00:57

Breaking Your Code

 

Take away: Money doesn't have to be earned through hard work and sacrifice; it can be earned through doing what you love

 

Money Learnings: Did not learn about money from school. Rusty did learn about it to some extent from his family.

 

Bio: Rusty Gaillard (pronounced Gay-Lerd) is a highly regarded executive leadership coach, helping executives increase their impact. Former Worldwide Director of Finance at Apple, Rusty blends decades of hands-on leadership experience with life coaching principles to help leaders be more productive, decisive, and influential. Rusty is the author of the best-selling book Breaking the Code, and is a sought-after speaker, trainer, and personal coach. He loves traveling with his wife and 16-yr old son, and doing just about anything outside.

 

Highlights from this episode:

 

  • Rusty shared what they talk about in their men's group that was so empowering
  • What inspired Rusty to write his book, “Breaking the Code”
  • The key to truly having success and happiness
  • Rusty talks about what CODE is and why we've got to rewrite it and have to make a change to it
  • Why doing simple is hard

 

LinkedIn: https://www.linkedin.com/in/rustygaillard/

Website: https://www.rustygaillard.com

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 331 UnFear - Transform Your Organization with Gaurav Bhatnagar and Mark Minukas11 Apr 202301:02:57

 UnFear - Transform Your Organization

Take away: Fear is a cue for learning and growth

Money Learnings: Gaurav learned about money growing up was that it was the most important thing under the sun and that being successful was about being rich. While Mark learned about money growing up implicitly from his parents.

Bio: Co-Creation is a collaborative effort by Gaurav Bhatnagar and Mark Minukas. They recently published their first book “Unfear” which aims to teach businesses and organizations how to have better synergy and relationships. Their achievements have allowed them to work in industries like manufacturing, technology, travel and logistics, government, and financial services. A unique pair with a fascinating perspective on team building.

Highlights from this episode: 

  • Gaurav and Mark talk about their book “Unfear”
  • Creating long term changes that continues on and on
  • What is the benefit of having a consultant?
  • Gaurav and Mark discussed what “Unfear” means

 

www.unfearbook.com  

www.cocreationpartners.com

 

https://rewbcon.com/ - Promo code Rocky

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul



https://www.facebook.com/richersoul

 

http://richersoul.com/

 

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 330 How to Find Enlightenment with Jonathan Robinson04 Apr 202300:59:43

How to Find Enlightenment 

Take away: Relationships are the key to happiness. Much more so than money. 

Money Learnings: Jonathan grew up in an upper middle class family. He started to read self help books, at age twelve. He learned how to have better relationships because he saw that the trajectory his family was on was not going to be good.

Bio: Jonathan Robinson is a psychotherapist, best-selling author of 14 books, and a professional speaker from Northern California.  He has reached over 200 million people around the world with his practical methods, and his work has been translated into 47 languages.  Mr. Robinson has made numerous appearances on the Oprah show and CNN, as well as other national TV talk shows.  

Jonathan’s most recent book is called The Enlightenment Project: How I Went From Depressed to Blessed, and You Can Too. In it, he shares the best methods, stories, and ideas he’s learned from interviewing 100 spiritual teachers ranging from Deepak Chopra and the Dalai Lama to the late Mother Teresa, Wayne Dyer, and Ram Dass.

As a professional speaker, Mr. Robinson has spoken to companies such as Microsoft, IBM, Coca-Cola, and Google. He is known for providing his audiences with immediately useful and powerful information, presented in an entertaining and motivating manner. Jonathan is the co-host of the podcast Awareness Explorers.

Highlights from this episode: 

 

  • Why are people miserable even though they have money
  • Jonathan talks about reading self-help books at the age of 12
  • From living in a van to becoming a millionaire in four years
  • The most surprising things Jonathan learned from interviewing over 100 world-renowned people
  • Sharing how vulnerability makes such a big difference in life

EnlightenmentProject.net

https://AwarenessExplorers.com

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

https://rewbcon.com/

Ep 446 Are You Ready to Win with Matthew Mitchell24 Jun 202500:58:51

Are You Ready to Win

 

What does it take to lead with discipline, win with humility, and still prepare for life’s curveballs? In this episode of Richer Soul, we dive deep with Matthew Mitchell, a Wall Street Journal and USA Today bestselling author, and the most successful women's basketball coach in University of Kentucky history. But this isn't just a story about sports — it's a playbook for life.

Whether you're a business leader, parent, or someone seeking personal growth, Mitchell’s “Winning Tools” framework — built on honesty, hard work, and discipline — can help you build resilience and prepare to win in any arena.

 

Key Takeaways:

  1. Preparation Is Leadership’s Superpower. Great leaders succeed before the spotlight ever hits — Mitchell shares how rigorous preparation transforms uncertainty into confidence.
  2. The Real Value of Money in Sports. From coaching top college athletes to observing financial pitfalls, Mitchell underscores the importance of early financial literacy, especially in high-income, short-lived careers like sports.
  3. Transferable Wisdom from the Court to Life. Winning in basketball taught Mitchell the critical importance of mindset, team-building, and daily discipline — lessons that apply just as well in the boardroom or at home.
  4. Faith, Family, and Focus. Mitchell emphasizes anchoring your life in deeper values — faith, purpose, and the long game — to weather challenges with grace and perspective.

 

Money Learning:

Financial Literacy for the Next Generation of Stars

Mitchell’s time in collegiate athletics showed him how dangerous financial illiteracy can be, especially when young athletes are handed millions without the education to manage it. His advice? Make financial literacy a mandatory part of coaching and development — because windfalls are fleeting, but wisdom compounds.

He also discusses the misperception that $5 million means you're set for life — after taxes, agents, and lifestyle creep, that fortune can vanish fast. His call to action: equip the youth with knowledge before the contracts arrive.

 

About Matthew Mitchell:

Matthew Mitchell is a celebrated coach, bestselling author, and dynamic speaker. He is a three-time SEC Coach of the Year and led Kentucky women’s basketball to its first SEC Championship in 30 years. His book, Ready to Win: How Great Leaders Succeed Through Preparation, encapsulates his Winning Tools principles: honesty, hard work, and discipline.

He now channels his passion for preparation and leadership into inspiring others to find resilience, growth, and success beyond the court.

 

Key Discussion Points: 

  1. Growing up in rural Mississippi with strong values and simple living.
  2. The overlooked business side of sports and the cost of financial ignorance.
  3. The story behind “Winning Tools” and how discipline beats talent.
  4. Why failure is a necessary ingredient for leadership.
  5. Making transitions after a high-intensity career.
  6. The difference between being prepared and being reactive.
  7. Balancing ambition with integrity and family priorities.

 

Conclusion:

What Will You Do Differently?

This episode isn’t just inspiration — it's a call to action. Ask yourself:

  • Are you preparing like a leader, or winging it?
  • Are you teaching your kids about real-world money before they learn the hard way?
  • What discipline gaps are holding you back from winning consistently?

Matthew Mitchell’s wisdom transcends the court. If you want to lead with clarity, live with purpose, and win in the long run — this episode is your starting whistle.

 

Links:

Website: www.coachmatthewmitchell.com

LinkedIn: coach-matthewmitchell 

Facebook: matthew.mitchell

X: yocoachmitchell

Instragram: coachmatthewmitchell

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 329 Unlocking the Leader in You with Yigal Adato28 Mar 202300:59:30

 Unlocking the Leader in You

 

Take away: Your health is your number one priority.

Money Learnings: Yigal is a first-generation immigrant. His father was an incredible mentor when it came to business.

 Bio:  Yigal Adato helps business owners across the country, implement battle-tested leadership skills into their business and life, so they can make more money, have less stress, and live that epic life.

 He is a  3rd generation pawnbroker, and has built multi-million dollar business operations.

 Yigal is a business and leadership coach who has been in the trenches, managed hundreds of team members, and knows what it takes to make leaders and businesses successful.

 Highlights from this episode: 

  • Yigal talks about their pawn shop business
  • Youth leadership program
  • The change that allowed Yigal to multiply their sales
  • Every visionary needs an implementer
  • How do we unlock people's potential?

https://www.unlocktheleader.com/

https://www.yigaladato.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul

 https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 328 Waking Up with Don Joseph Goewey & Anthony De Mello21 Mar 202301:03:29

Waking Up

Take away: You are responsible for freeing yourself of the program.

Bio: Don Joseph Goewey is the executive director of the Center for Spiritual Exchange, which is the official archive for all the works of Anthony DeMello. Previously, Don directed a human performance firm that consulted with Fortune 100 companies to alleviate employee stress and elevate people’s experience of work and life. He has also managed the department of psychiatry at Stanford University Medical School, and headed The Center for Attitudinal Healing, the institute founded by Gerald Jampolsky M.D., which pioneered a psycho-spiritual approach to overcoming catastrophic life events and which in 2005 was awarded the Excellence in Medicine metal by the American Medical Association.

Don is the author of the Amazon bestseller, The End of Stress/Four Steps to Rewire Your Brain, which is based on breakthroughs in neuroscience that facilitate the shift in mindset that changes brain structure to quiet stress reactions and amplify the higher brain function that predicts greater success and happiness in life

Prior episode: https://richersoul.com/ep-249-stop-fixing-yourself-with-don-joseph-goewey/

Highlights from this episode:

  • Don shared about what's been going on with Anthony DeMelo’s Foundation
  • The awareness to be able to constantly challenge
  • There are a lot of things in life that are simple to do, but doing simple is hard
  • It's hard to find a completely fulfilled person

https://www.demellocommunity.com/

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

 

Show Sponsor: http://profitcomesfirst.com/

 Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 If you like the show please leave a review on iTunes: http://bit.do/richersoul

 

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 Some music provided by Junan from Junan Podcast

 Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 327 Becoming a Modern Leader with JeVon McCormick14 Mar 202301:23:26

Becoming a Modern Leader 

Take away: Create your own happiness

Money Learnings: JeVon shares his background growing up in poverty

Bio: JeVon McCormick was born the son of a Black pimp father, and a white single mother on welfare. Poverty, abuse, eviction, and discrimination were a daily part of his life. Today, he’s the CEO of a multi-million dollar publishing company that was recently ranked the #1 Top Company Culture in America by Entrepreneur Magazine. 

JeVon’s experiences shaped a mindset for modern leadership that now guides his service as the CEO of a massively successful company that’s redefining the world of publishing.

Highlights from this episode: 

  • JeVon shares his background growing up in poverty
  • It’s not real until you actually see it
  • Society may not be our fault but it is our responsibility to make the change
  • What inspired JeVon to write his book ‘Modern Leader’
  • When did our leaders become followers?
  • JeVon talks about accountability

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

 

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.



Ep 326 Be Happier with Monique Rhodes07 Mar 202300:43:51

Be Happier 

 

Take away: An extraordinary life is getting yourself to a place where you are truly happy.

Bio: Monique is a Happiness Strategist who teaches students and corporations around the world how to master their lives. She has spent the last 25 years studying the mind and its relationship to happiness and suffering.

Over 70 universities and colleges use her program The 10 Minute Mind®. Her 8-week online course, The Happiness Baseline, has a 100% success rate in raising the mental wellness for every student who has completed it.

Monique hosts the daily In Your Right Mind podcast, where she discusses how a series of small habits determine our well-being. 

In 2010 Monique received a nomination for the prestigious New Zealander of the Year Award.

Highlights from this episode: 

  • What's it like to live in New Zealand
  • Monique spent a lot of time as a musician and traveled all over India
  • On her travels, she was searching for what happiness meant
  • How to get our minds to be happy?
  • What does it mean to live an extraordinary life?

 

http://howhappyami.com/



Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep 325 How to Invest in Notes with Martin Saenz28 Feb 202300:50:14

Investing in mortgage notes can be profitable. Martin shares his tips on how to do so. 

Take away: Be who you want to be.

Money learnings: Grew up in an upper middle class upbringing. Martin found myself to have a love of earning money at a very young age.

Bio: MANAGING PARTNER & CHIEF RELATIONSHIP OFFICER Martin Saenz is a successful entrepreneur, accomplished writer, and real estate investor. For over 18 years, he has owned and operated multiple successful companies and educated thousands on mortgage notes. Martin is frequently described as genuine, loyal, and passionate about creating a better world for all through profitable businesses.

Highlights from this episode: 

  • Most law schools don’t teach the business of law or the business of medicine
  • Changes in people's behaviors over the last couple of years as far as trying to renegotiate notes or get them back onto payment plans
  • What causes people to get behind on their mortgage
  • Martin talked about note investing and how profitable it can be. 

 

Website: https://www.bqfunds.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 324 Conscious Accountability with David Tate21 Feb 202301:00:13

Conscious Accountability 

What does accountability really mean? 

Takeaway: Continue to focus on the things that light you up

Money Learnings:  David didn't learn much about money in school. 

Bio: David C. Tate, a licensed clinical psychologist and an assistant clinical professor in psychiatry in the Yale School of Medicine, as well as a lecturer in the Yale School of Management. He is co-author of the new book: Conscious Accountability: Deepen Connections, Elevate Results

Highlights from this episode: 

  • People learn differently
  • Once you get educated, take action and do something with it
  • How David started working with small businesses and dealing with their complex issues
  • Does accountability come from inside or from outside? 
  • David shared what conscious accountability means
  • People tend to overcommit
  • The Johari Window

 

www.consciousgrowthpartners.com

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Ep 323 Building Regenerative Wealth with Laura Oldanie14 Feb 202301:00:42

Building Regenerative Wealth

 

Take away: School is designed for a certain kind of person, and it's not designed to make you creative, and it's not designed to make you wealthy. 

 

Bio: Laura Oldanie is a green living and money coach, who blogs at Rich & Resilient Living, where she helps reluctant capitalists achieve financial stability on a climate challenged planet in ways that don't negate the very future for which they are preparing. Laura is a sought-after source of knowledge on regenerative investing and has been featured in CNBC, Good Housekeeping, and Forbes. She recently co-authored her first book Growing FREE (Financially Resilient/Economically Empowered): Build the Life of Your Dreams without Losing Your Soul or Destroying the Planet.  

 

Highlights from this episode: 

  • Laura talks about the different attitudes towards money between Holland and US
  • Can we be happy and wealthy?
  • Non-monetary forms of wealth
  • There is a lot of satisfaction that comes with doing it yourself

 

 https://www.richandresilientliving.com/

Growing FREE (Financially Resilient & Economically Empowered) https://www.richandresilientliving.com/growingfree/

https://www.youtube.com/channel/UCelxbT9pITAScS9jD3C0ngw

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep 322 The Re-Awakening with Maura Sweeney07 Feb 202301:03:32

The Re-Awakening

 

Take away: It's okay to come out of hiding and be yourself

 

Bio: A world traveler and pioneer in the Happiness movement, Maura Sweeney has addressed audiences in 15 countries and across the USA on Personal Leadership, Influence and the Power of Happiness in the workplace.

 

A former co-host of Tampa Bay, Florida's State of Happiness radio show and several year columnist for HuffPost, Maura is a natural unifier and uplifter pointing others toward a happier state of mind. First given the name Ambassador of Happiness by the UNESCO Center for Peace when invited to speak at the inaugural Nelson Mandela Day celebrations, she has since delivered engaging presentations with an unexpected punch that challenges audiences to see their lives in brighter and unexpected ways.

 

Maura has energized attendees at universities, national leadership conferences, corporations, American Embassy outposts and at various government entities.

 

A thought leader whose insights apply to many facets of work and life, Maura has been featured in hundreds of media outlets including CBS, NBC, Britain's BBC radio and European press and TV. Her "Maura Sweeney Living Happy Inside Out" podcast is available on iTunes and many popular platforms.

 

Previous episode: http://richersoul.com/ep-0098-the-ambassador-of-happiness-maura-sweeney/

 

Highlights from this episode: 

 

  • Maura talks about how do people figure out what is true versus what's propaganda
  • How to wake people up to change?
  • People don't spend enough time thinking about themselves, their destiny or the price they have to pay for what they want
  • A slave of their own making

https://maura4u.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

 

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

 

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep 321 Clear the Way and Success is Imminent with Dr. Alison Kay31 Jan 202300:51:40

 Clear the Way and Success is Imminent

Take away: If you want to live an abundant life, choose it.

Money Learnings: School did not teach about money. 

Bio: 

Dr. Alison J Kay has secrets no one else uses to upgrade, inspire & disrupt old

paradigms within her community & the collective. She is an Award Winning, #1

International. Best Selling Author and the Founder of the Vibrational UPgrade™

System. She is an experienced subtle energies practitioner and natural healer with a

holistic approach towards helping others thrive in mind, body and spirit. This is

reinforced by her ten years in Asia studying subtle energies & ancient wisdom. With 20+

years working in & teaching Yoga, Meditation, Energy Medicine, MindBody Fitness,

Longevity and Holistic Health with a specialized focus on the Chakra System, Dr. Alison

brings a unique perspective that facilitates massive change.

 

Dr. Alison's mission is to support the next higher evolution of the collective & create

change for the health of this planet and those who are ready to unleash every part of

the magic within them. Backed by the potency of her Vibrational UPgrade™ container,

she hosts a wildly popular Activate Your Magic monthly program synced with the

potency and support of the moon. and offering Group Clearings & Activations. Her

signature program, Magic, Manifestation & Money Flows facilitates massive money,

health, spiritual & life enhancing shifts to 100’s of clients worldwide. While her advanced

clients are supported by her Vibrational Upgrade™ Mastermind Group, Certification

Program & International Retreat Programs. You don’t need to believe in this in order for

it to work… that’s the beauty of what Dr. Alison accesses – as soon as you experience

her work, you will feel the shift within you.

 

Highlights from this episode: 

 

  • Energy medicine and holistic health and wellness sessions
  • What are the typical blocks people have around money? 
  • How do we reprogram 95% of our thoughts and behaviors every day?
  • Alison Kay talks about what is energy medicine.

Website: https://www.alisonjkay.com/

Facebook: https://www.facebook.com/drAlisonJKayofVibrationalUPgrade

Youtube: https://www.youtube.com/c/AlisonJKayPhD

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

 

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

 

Ep. 320 Navigating our Health Care System with Dr. Jonathan Baktari24 Jan 202301:01:25

Navigating our Health Care System

Take away: You have to understand the players in the healthcare system and what their motivations are.

Action step: Get your yearly physical

Money Learnings:  Money just didn't seem to fall into the equation when he was growing up. School did not teach about money either.

Bio: Jonathan Baktari MD brings over 20 years of clinical, administrative and entrepreneurial experience to lead the current e7 Health team. He has been a triple board-certified physician with specialties in internal medicine, pulmonary and critical care medicine.

He has been the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, Culinary Health Fund and currently, is the CEO of two healthcare companies. He also has served as clinical faculty for several medical schools including the University of Nevada and Touro University.

Highlights from this episode: 

  • Pick a good primary care doctor
  • Continuity of care
  • Jonathan talks about what he does as a physician
  • How do we make sure if we're in a situation where we need to work with multiple doctors, how do we get them all on the same page?
  • Concierge health care

https://jonathanbaktarimd.com/

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

 

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.



Ep 445 Wake Up to Your True Self: Anthony De Mello with Don Joseph Goewey17 Jun 202500:55:20

Wake Up to Your True Self

 

What if the biggest myth of self-improvement is that something about you is broken?

In this episode of Richer Soul, we reconnect with spiritual guide and author Don Joseph Goewey, who shares powerful insights from the timeless work of Anthony De Mello — a man whose teachings remain profoundly relevant in our chaotic modern world.

Don returns with an exciting update: a beautifully crafted awareness deck designed to distill De Mello’s wisdom into bite-sized, transformative prompts. This episode is a wake-up call — not to become someone else, but to awaken to the magnificence of who you already are.

 

Key Takeaways: 

  1. “You Are Not Broken” – De Mello’s radical message flips the script on self-help. There’s nothing wrong with you — only layers of illusion to peel away.
  2. Soundbites of Spirituality – Don shares how Anthony De Mello mastered impactful, tweet-sized wisdom decades before social media existed.
  3. Awareness Over Achievement – True transformation doesn’t come from fixing but from seeing — becoming conscious of your inner narratives and breaking free.
  4. Legacy of Light – Don discusses how the DeMello Spirituality Center is digitizing and revitalizing Anthony’s archives, bringing life-changing messages to a new generation.

 

Money Learnings:

While this episode is less focused on finance, it tackles one of the greatest blocks to wealth: internal misalignment. If you believe you’re broken, you’ll sabotage wealth, relationships, and joy. De Mello’s teachings can shift your mindset from scarcity to sufficiency — a necessary precursor to financial freedom.

 

About Don Joseph Goewey:

Don is the Executive Director of the Center for Spiritual Exchange, which manages Anthony De Mello’s archives. His work spans neuroscience, spiritual psychology, and leading psycho-spiritual approaches to trauma. Don has served in high-stress environments — from refugee camps to hospital wards — helping people reclaim inner peace. He’s the author of The End of Stress and continues to guide others in awakening through De Mello’s work.

 

Key Discussion Points:

  1. The origin and mission of the DeMello Spirituality Center.
  2. Anthony De Mello’s core message: awakening, not fixing.
  3. Why De Mello’s book Awareness remains a bestseller decades later.
  4. How the new Awareness Deck distills spiritual truths into daily prompts.
  5. The problem with most self-help: it reinforces the idea you’re broken.
  6. Using soundbites to elevate consciousness.
  7. The impact of post-COVID awareness shifts.
  8. Embracing spirituality as a practice of presence, not performance.

 

Conclusion: 

  • Pause the pursuit: Stop trying to fix yourself and start observing your internal stories.
  • Pick up the deck: Use the De Mello Awareness Deck for a daily dose of spiritual clarity.
  • Practice presence: Set aside 5 minutes a day to notice your thoughts without judgment.
  • Question your programming: Ask, “Who told me I’m not enough?” and gently let go.

 

Links:

https://www.demellospirituality.com/ 

https://www.facebook.com/DeMelloSpiritualityCenter/ 

https://www.instagram.com/demellocenter/ 

https://www.youtube.com/channel/UCF75vH8BezBDgvCfFi_EfJA 

https://x.com/DeMelloCenter

 

Previous 2 episodes:

Ep 443: The Power of Gratitude with Don Williams

https://richersoul.com/ep-443-the-power-of-gratitude-with-don-williams/

 

Ep 444 Remember Who You Are: A Journey  to Spiritual Awakening with Sophia West

https://richersoul.com/ep-444-remember-who-you-are-a-journey-to-spiritual-awakening-with-sophia-west/   

 

Watch the full episode on YouTube: https://www.youtube.com/@richersoul

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well-being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!   Show Sponsor: http://profitcomesfirst.com/   Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes   If you like the show please leave a review on iTunes: http://bit.do/richersoul   https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com   Some music provided by Junan from Junan Podcast   Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
Ep 319 Fearless Leadership with Adrian Koehler17 Jan 202301:10:20

Fearless Leadership

Take away: If you are a “know it all” person, life gets really small. 

Action step: If you want something new in your life, I'd sit down and make a list of five things you're doing that are betraying that future already.

Money Learnings: His parents and school didn't teach him about money. They grew up very middle class and his parents always had a little debt. He learned to be much more expansive with money as he ventured out into the world.

Bio: Adrian Koehler is a leadership engagement expert and senior partner at the executive coaching firm, Take New Ground. He coaches executives and entrepreneurs in the art and science of leadership for themselves, their teams, and clients to create new, unprecedented results and experience fulfillment in their work.

He is the Founder and Senior Partner at Take New Ground, a leadership coaching, training and consulting firm based in Los Angeles. TNG partners with select executives and organizations to get the results they want by creating the culture they need. He is the co-host of The Naked Leadership Podcast with TNG Sr Partner Dan Tocchini.

Highlights from this episode: 

  • Money mindsets and habits that we have as kids do follow us into adulthood
  • Adrian's early life as a nurse and the experiences he encountered
  • How he got involved with philanthropy
  • The power of looking into the mirror at ourselves.
  • The shift to leadership development

https://takenewground.com/

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.



Ep 318 Unlock Your Core Creativity with Ron Alexander10 Jan 202301:05:27

Unlock Your Core Creativity

Take away: Take time to really connect with your inner self first.

Action step: Sit down and close your eyes for five to twelve minutes and pay attention to your breath and then wait in order to listen and then listen in order to hear and hear in order to receive from the inside what's coming through your creative unconscious that your unconscious wants you to listen to.

Money Learnings: Very early on, around age ten, Ron had a fine taste for clothing.  His aunt, asked him “what are you willing to do to earn that?”.

Bio:

Ronald A. Alexander, PhD, is a psychotherapist, a mindfulness trainer and a creativity, business and leadership coach. He has a private psychotherapy and executive coaching practice in Santa Monica, California. Dr. Alexander is the executive director of the OpenMind® Training Program that offers personal and professional training programs in mindfulness-based mind-body therapies, transformational leadership and meditation. His newest book is:Core Creativity: The Mindful Way to Unlock Your Creative Self (Rowman & Littlefield, June 21, 2022). Learn more at www.CoreCreativity.com. Dr Alexander's previous book is the highly acclaimed, Wise Mind, Open Mind: Finding Purpose and Meaning in Times of Crisis, Loss, and Change (2008)

Highlights from this episode: 

  • The power of compounding
  • Figuring out the equation of the business isn't always easy
  • What is core creative?
  • Why are people fearful of their creativity? 

GUEST WEBSITE: www.CoreCreativity.com

https://ronaldalexander.com/

SOCIAL MEDIA:

https://www.facebook.com/RonaldAlexanderPhD

https://www.linkedin.com/in/ronald-alexander-ph-d-b5a57a2

https://twitter.com/RonAlexanderPhD

https://www.instagram.com/drronalexander/

 

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.



Ep 317 Living Life on Your Terms with Kristopher Kluver03 Jan 202300:57:14

Living Life on Your Terms

Take away: Follow your heart, no matter what it is. 

Action step: Go to Kris's site, lifeon-yourterms.com. There's a tool called the balance wheel. Try that and just look at that and say, hey, is there anything there that says wow, is your wheel nice and round? Or do you have some gaps or broken spokes? If it's broken spokes, what's something you could do today to make one little thing better? That's one thing. If you could do that would be great. 

Money Learnings: Kris learned differently than most people. He found out early when he could actually start mowing lawns for people, shovel snow or things like that, how well you can do even if it's your own business. He got the bug early on and had the ability to save. 

Bio: Kris Kluver is a dedicated speaker, facilitator, advisor, seasoned entrepreneur, and bestselling author of The Aspiring Solopreneur: Your Business Start-Up Bible as well as The Fable: Life on Your Terms, part of the Defining What’s Next series. He has helped thousands of individuals, couples, and organizations find balance and achieve more than they ever thought possible using simple tools, candid facilitation, and unique stories.

Kris is a Certified Speaker with EO, the Entrepreneur Organization and a graduate of the EO Global Speakers Academy. Kris has extensive speaking and virtual speaking experience both nationally and internationally with groups ranging from CEO’s to university students.

Kris empowers others to achieve success through real-life examples, stories and analogies. Understanding that everyone is in one of four stages of life; Stabilize, Visualize, Strategize or Execute, Kris meets people where they are at by integrating his extensive business strategy experience with proven tools and a fun attitude. Once individuals are aware of where they are starting from, they learn how to dream about what an amazing, well-balanced life can look like. From here they build a simplified strategy with clear action steps to achieve their dreams.

As a result, people begin to think differently, dream and thrive.

Highlights from this episode: 

  • Kris shared who taught him about compounding when he was growing up
  • Started a business at the age of 19
  • What makes a company good or bad
  • You got the money. Now what?
  • Philosophy of abundance
  • People struggle to visualize what they truly want 

Website:

https://lifeon-yourterms.com/

Course -https://kristopher-kluver.mykajabi.com/a/2147514502/V8otL23o

 coupon code “ROCKY” for 10% off.

 Balance Wheel assessment: Balance Assessment - Life On Your Terms (lifeon-yourterms.com)

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

 

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

rocky@richersoul.com

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.



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