Afleveringen
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episode 169: "Unlocking Wealth: The Power of Raising Private Money"
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EP 168: "Get Rid of Your Head Trash About Money"
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Zijn er afleveringen die ontbreken?
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In this podcast episode of "Money & You," host Michelle Perkins speaks with Jerome Myers, a seasoned business leader and exit strategist, about the complexities of exiting a business and how to navigate what comes next. The discussion emphasizes the emotional and strategic aspects of business exits, particularly the "founder's exit paradox," which highlights the challenges founders face when detaching from their ventures.
They explore the importance of planning for an exit early in the business lifecycle, as many entrepreneurs overlook this critical aspect while focusing on growth. The conversation also touches on the financial implications of a successful exit, including how individuals often struggle with newfound wealth and the need for a clear understanding of their financial future post-exit.
This episode is significant as it encourages business owners to consider their long-term goals and the impact of their relationship with money, ultimately aiming to foster a more fulfilling life beyond their business endeavors. The discussion reflects contemporary issues faced by entrepreneurs who are living longer and healthier lives, who are looking for a fulfilling second chapter.
00:05 - Mindset and money connection
07:02 - Planning your business exit
16:10 - Recognizing exit opportunities
27:37 - Transforming passion into profit
32:59 - Preparing for retirement life
46:43 - Resources for successful exits
Key Takeaways
Plan Early: Founders should consider their exit strategy from the beginning to maximize the value of their business.- Emotional Readiness: Recognizing the emotional aspects of exiting a business is crucial for a smooth transition.- Financial Awareness: Understanding personal financial needs and goals is essential for life after business ownership.- Seek Guidance: Working with an exit strategist can provide valuable insights and help navigate the complexities of exiting a business. Jerome Myers, renowned exit strategist known for his expertise in helping founders navigate the emotional and practical aspects of exiting their businesses offers resources and assessments to assist business owners in preparing for a successful exit.-You can take his âExit Readiness Assessmentâ for free at:https://exittoexcellence.com/ERASchedule a consult here: (http://exittoexcellence.com)
His podcast can be found here: https://podcasts.apple.com/us/podcast/your-next-a-guide-to-finding-fulfillment-after-your/id1455776307
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
This podcast episode features guest Nicole J. Smith, a daughter faced with her motherâs Alzheimerâs diagnosis. Nicole J. Smith intertwines heartfelt memoir with practical advice, a vital roadmap for caregivers navigating dementia care. Nicole was blindsided by her motherâs post-pandemic cognitive decline and took a deep dive into dementia education after her motherâs Alzheimerâs diagnosis. Nicole is sandwiched between caring for three aging parents and five children. She wrote the book she could not find in managing the legal, financial, medical, and emotional aspects of becoming a caregiver.
Her book Diagnosis Dementia: Your Guide for Eldercare Planning and Crisis Management, shares her story and helpful resources in navigating the terms and turmoil of eldercare. End of life planning conversations are critical to have before a crisis occurs. www.njsmithbooks.com
Michelle and Nicole discuss the challenges of managing aging parents' care and finances. The conversation highlighted the importance of having legal documents like powers of attorney in place for both parents and adult children, especially as many people face unexpected health issues, such as Alzheimer's disease. The speakers shared personal stories about their experiences with caregiving, emphasizing the emotional, financial and logistical complexities involved that you might be surprised by.
They addressed the broader implications of an aging population, noting that 10,000 baby boomers turn 65 daily, which places significant pressure on the healthcare system. The speakers stressed the need for proactive planning in retirement discussions, as caregiving costs can deplete savings. They provided resources for families navigating these issues, including support groups and websites focused on end-of-life conversations. This episode is important as it raises awareness about the realities of caregiving and the necessity of preparation, encouraging listeners to engage in difficult but essential conversations about aging and care.
00:05 - Starting the caregiving journey
10:18 - Importance of powers of attorney
20:51 - Facing caregiving realities
29:50 - Navigating family dynamics
39:18 - Essential resources for caregiving
45:33 - Organizing conversations on aging
Key Takeaways
Proactive Planning: It is crucial to have conversations about health, finances, and caregiving preferences with family members before a crisis occurs.- Education and Organization: Caregiving requires not only emotional support but also a structured approach to managing medical, legal, and financial aspects.- Community Support: Caregivers are not alone; there are numerous resources and support networks available to assist them in their journey.Resources mentioned in the Podcast:
Introduction to various resources such as aging life care managers, financial planners, and elder law attorneys.
Recommendations for support groups and educational resources, including:
Conversations:https://deathoverdinner.org/https://theconversationproject.org/https://www.fivewishes.org/
Caregiver Support:https://daughterhood.org/https://leezascareconnection.org/homehttps://wearehfc.org/
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚ
Subscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this solo episode, host Michelle Perkins discusses the importance of mindset in relation to financial planning, particularly at the start of the new year. The speaker emphasizes that before setting financial goals, you should assess and improve your relationship with money, as mental barriers can hinder financial success. The discussion highlights common fears and misconceptions about money, advocating for a positive mindset and emotional mastery over financial beliefs.
The speaker encourages listeners to reflect on their feelings about money and to actively engage with it, rather than feeling disempowered. Practical tips for financial management are also mentioned, including reviewing budgets and setting actionable goals. This episode is significant as it underscores the psychological aspects of financial planning, suggesting that a healthy mindset is crucial for achieving financial objectives. The conversation took place at the beginning of the year, making it timely for listeners looking to establish productive financial habits for the year ahead.
Key Takeaways:
Mindset is Key: Your relationship with money is foundational to achieving financial goals. Mastering your mindset can prevent self-sabotage.Self-Reflection is Essential: Honest assessment of your feelings about money can lead to better financial decisions.You Have Control: Recognize that you have more control over your financial situation than you may believe.Set Practical Goals: After establishing a positive mindset, focus on practical steps to manage your finances effectively.Mindset Mastery: Before you jump into budgeting or investing, pause and reflect on your relationship with money. Are your beliefs holding you back? Michelle can guide you through the process of shifting your mindset so that you can face financial challenges with confidence and creativity.
Real Talk on Emotions: Your feelings about money can either empower you or keep you stuck. Letâs explore how to cultivate a positive relationship with your finances and remove fear and shame from the equation.
Practical Steps for Success: She outlines five essential tips to streamline your financial management this year. These actionable strategies will help you take control over your money, ensuring youâre not just managing it, but mastering it!
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this podcast episode, host Michelle Perkins and guest Elizabeth Bieniek, an entrepreneur and innovator with experience in corporate big tech, and now a sought after leadership speaker, shares her insights on fostering an innovative mindset and the importance of questioning preconceived notions. Elizabeth is named one of the âFemale Pioneers in Technologyâ and has been featured in Forbes, Bloomberg, Women in Business and many more.
We discussed the importance of cultivating a positive relationship with money and fostering innovation in various aspects of life including your financial life. They emphasized that understanding money as a tool rather than a source of fear is crucial for personal and professional growth. The conversation highlighted the need to challenge preconceived notions and embrace discomfort to unlock new opportunities, particularly in business and career transitions.
Michelle shared insights from her experience in corporate innovation, stressing that innovation requires questioning established practices and being open to new ideas. The discussion also touched on the challenges of maintaining motivation during the middle phases of projects and the significance of integrating fun into work to enhance productivity. These concepts apply to money as well.
This episode is important as it encourages listeners to rethink their approach to money and innovation, advocating for a mindset that embraces curiosity and exploration. By doing so, individuals can overcome financial obstacles and foster creativity in their careers, ultimately leading to a more fulfilling and successful life.
00:04 - Money mindset for success
09:25 - Curiosity fuels innovation
17:23 - Embracing discomfort for growth
24:39 - Lessons from the journey
34:52 - Fun in work and money
45:54 - Fresh perspectives for innovation
Key Takeaways
A healthy relationship with money is foundational for a limit-free life. Innovation requires curiosity and the willingness to question the status quo. -Embracing discomfort can lead to personal and professional growth. -Finding joy in the process can enhance productivity and creativity. -Seeking external perspectives can provide valuable insights and solutions. This episode encourages listeners to reflect on their own lives and careers, inspiring them to think innovatively and embrace change. Michelle and Elizabeth's conversation serves as a reminder that innovation is not just for businesses but is essential in all areas of life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins engages in a fascinating discussion with expert guest Tim Jai Baker, CEO of Luminous Wealth and author of âThe Awakened Investor: Master Your Financial Anxieties While Unveiling a Conscious Pathway to Prosperity and True Fulfillment.â
Timâs mission is to guide his clients toward their deepest desires and true fulfillment by fostering a healthy, stress-free environment where financial and personal well-being are seamlessly integrated. He believes that wealth management should not occur in isolation but rather as part of a holistic approach that considers the whole person.
The conversation emphasizes that many financial issues stem from individuals' perceptions and emotional responses to money, highlighting the importance of cultivating a positive relationship with it. Tim recounts his journey in wealth management, illustrating how he integrated spiritual and holistic approaches into financial planning, aiming to enhance clients' experiences.
The episode underscores the significance of understanding one's emotional connection to money, as so many people harbor negative feelings towards it. This discussion aims to empower listeners to reframe their financial perspectives as they approach the new year. The importance of this dialogue lies in its potential to transform how individuals perceive and manage their finances, advocating for a more conscious and collaborative approach within the financial industry. By addressing the emotional and psychological aspects of money, the podcast seeks to foster a healthier financial mindset among its audience.
00:06 - Mindset and money connection
07:03 - Building a wealth management vision
12:53 - Transforming financial industry practices
19:54 - Reprogramming your money mindset
31:45 - Consciousness in economic choices
38:55 - Be, do, have philosophy
49:15 - Integrating money with life
Key Takeaways
Mindset Matters: A positive relationship with money is crucial for making informed financial decisions.- Awareness of Emotions: Recognizing emotional responses to money can lead to better control and decision-making.- Holistic Approach: Integrating spiritual and emotional well-being into financial planning can enhance overall life satisfaction.- Collaboration is Key: A team of diverse professionals can provide a more rounded perspective on wealth management.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel more confident and in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins engages in a discussion with guest Steve Selengut about the relationship individuals have with money and the importance of mindset in overcoming financial challenges. As a 44-year investment professional, he's developed a simple, yet little-known system for producing reliable market generated income. He created income-generating portfolios for his clients for decades, growing their income every year.
Now semi-retired himself, his mission is to bring this system to as many investors and retirees as possible.
As a private portfolio investment manager with over $110 million in assets before selling his business in 2023. He's introduced several proprietary concepts, including QDI + PT, Smart Cash, The Working Capital Model, The Investor's Creed, Base Income, and the Investment Grade Value Stock Identification System.
Steve shares his personal journey of learning to invest, focusing on income-generating assets rather than merely increasing portfolio value. He highlights the significance of cash flow and the need to understand investment choices, particularly in a changing financial landscape.
By providing insights into effective investment strategies, the podcast aims to help listeners cultivate a more positive and productive relationship with money leading to financial freedom.
00:05 - Understanding money mindset
07:14 - Building income through investments
18:51 - Cash flow over portfolio value
26:53 - Defining financial sufficiency
33:00 - Reinvesting for financial growth
44:44 - Tangible income for retirement
Key Takeaways
- A healthy relationship with money is foundational for financial independence.- Consistent income from investments can provide security and flexibility in retirement.- Understanding the cash flow generated by investments is crucial for long-term financial success.- Practical investment strategies, such as focusing on dividend-paying stocks, can lead to sustainable income.
Steve Selengut faced a lack of modern investment tools and resources, as there were no ETFs, IRAs, or 401(k)s at the time. He adapted by learning to focus on income generation and developing a strategy that involved consistent investment in income-producing assets.
The guest suggests focusing on generating cash flow from investments rather than merely increasing the market value of a portfolio. This involves investing in assets such as dividend-paying stocks and bonds, to ensure consistent income. Having a portfolio that produces cash flow allows investors to weather market fluctuations without relying solely on selling assets.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins:
https://limitfreelife.comLinkedIn:
https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
In this episode of "Money & You," host Michelle Perkins discusses the psychological aspects of financial management with guest James Alexander, a Certified Financial Planner and partner with Edge Financial Advisors. James is co-host of his company podcast: âEdâs Edgeâ a show geared towards regular, everyday investors seeking financial peace. Passionate about empowering clients to navigate finance confidently while emphasizing emotional well-being in financial planning.
The conversation emphasizes the importance of mindset and emotional well-being in overcoming financial challenges. They explore common issues such as avoidance of financial discussions, the impact of shame, and the necessity of creating personalized financial plans that accommodate individual lifestyles and values.
The episode highlights the non-linear nature of life and the need for flexibility in financial planning, including considerations for unexpected expenses and changes in circumstances. James stresses the importance of regularly reviewing insurance coverage and adapting financial strategies as life evolves. The discussion aims to empower listeners to shift their mindset towards viewing financial peace as attainable, encouraging proactive engagement with their finances.
This episode is significant as it addresses the psychological barriers to financial management and provides practical insights for listeners to improve their financial literacy and planning.
00:05 - Mindset and money connection
07:53 - Confronting financial avoidance
16:43 - Customizing your budget plan
24:04 - Planning for unexpected expenses
34:60 - Insurance and financial peace
41:33 - Belief in financial attainability
Key Takeaways
- Emotional Well-Being: Acknowledge the psychological aspects of money management to reduce stress and improve financial decision-making.- Personalized Approach: Create a budget that reflects personal values and lifestyle rather than adhering to rigid structures. Listeners are encouraged to evaluate their budgets without judgment and assess how their spending aligns with their personal values, allowing for a more fulfilling financial plan.- Expect the Unexpected: Life is unpredictable; financial plans should account for potential changes and challenges. importance of accounting for unexpected life events, such as health issues or economic changes, in financial planning to create a more resilient and adaptable financial strategy.- Regular Insurance Reviews: Stay informed about insurance coverage to protect against unforeseen events. The podcast emphasizes the need for regular reviews of insurance policies to ensure they adequately cover changing life circumstances and protect against potential financial risks- Financial Peace is Attainable: With the right mindset and planning, achieving financial peace is possible.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives.
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446
#FinancialPlanning #MoneyAndYou #MoneyMindset #Finance #MoneyAndYou #FinancialLiteracy -
In this episode of "Money & You," host Michelle Perkins speaks with Jennifer Fishman, an advocate for financial literacy in early education. Join Michelle and Jennifer in this enlightening discussion about the future of financial education for children. Discover how early financial literacy can empower the next generation to thrive in their personal and professional lives.
The discussion centers on the importance of teaching financial concepts to children, particularly those in grades K-5, to prepare them for future economic challenges. Fishman, who holds a master's in education and a degree in child development, emphasizes the need for structured financial literacy programs in schools, which she aims to implement across California.
The conversation highlights the current gap in financial education and the transformative potential of early financial literacy, which can help children develop essential skills for money management and for entering the workforce. Fishman outlines a progressive curriculum that evolves from basic financial awareness in elementary school to more complex economic concepts in high school.
This initiative is crucial as it addresses the widespread lack of financial knowledge among young people, equipping them with the tools to navigate their financial futures successfully. The episode underscores the growing recognition of financial literacy as a vital component of education, reflecting a shift towards preparing students for real-world economic realities.
Chapters
00:05 - Introduction to financial literacy
06:16 - Stages of financial education
16:27 - Engaging kids in learning
27:16 - Entrepreneurship and networking skills
37:18 - Community involvement and support
Key Points:
Jennifer focuses on introducing financial literacy to very young children, specifically targeting K through 5 students, to help them develop essential financial skills early on.
The curriculum evolves from financial awareness and consumer awareness in K through 5, to financial literacy in middle school, and then to economic literacy in grades 9 through 12.
Students often graduate without the necessary financial skills, leaving them unprepared for real-world financial responsibilities, such as managing debt and making informed financial decisions.
By teaching children to develop good financial habits and literacy, the podcast suggests that this can lead to a more financially aware workforce, which in turn can positively impact the economy and community.
Parents are encouraged to support the initiative by volunteering in schools and learning alongside their children, which fosters a collaborative environment for financial education.
Programs like Jenniferâs âBusiness Basics For Kidsâ are designed to provide a seamless educational experience. Engaging and fun activities can help children learn about entrepreneurship and finance. Jennifer shares insights on how children can develop networking skills and comfort in business settings from an early age.
Listeners are encouraged to visit Jennifer's website and follow âBusiness Basics For Kidsâ on Instagram for more information and resources.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You: https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
Please share the episode or the podcast with your friends and family members who want to understand money better and feel in control of their financial lives. And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/ Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my newsletter so I can let you know when my next "money dating program" is starting and Iâll help you make the shift. The next one begins soon!
For more information on Limit Free Life & Michelle Perkins:
https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
You Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Host Michelle Perkins and guest Rob Haynie discuss the life settlement industry, where
individuals can sell their life insurance policies for cash. Haynie, with 31 years of experience in
the industry, highlighted the benefits and opportunities in this market, emphasizing the
importance of understanding the value of life insurance policies and exploring options for
financial planning. The conversation covered various aspects of life settlements, including the
potential for selling term policies, the risks involved, and the need for proper education and
planning. He also mentioned efforts to create a senior health planning account to help
individuals fund long-term care expenses. The discussion provided valuable insights into a
lesser-known financial opportunity and underscored the significance of financial literacy and
proactive financial decision-making. The episode aimed to empower listeners to enhance their
financial knowledge and make informed choices for their financial well-being.
00:05 - Transform your financial life
05:56 - Expanding life settlement marketplace
13:45 - Understanding life expectancy investments
27:41 - Unveiling life insurance secrets
36:53 - Navigating insurance policy options
42:04 - Future of senior health planning
49:07 - Empowering financial knowledge
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances⌠Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by âdating your money.â Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife -
Host Michelle Perkins delves into powerful methods for identifying and releasing money blocks
that hinder financial growth. In this solo episode, Michelle shares a detailed step-by-step guide
to a transformative "releasing exercise" designed to let go of old beliefs, rewrite financial narratives, and adopt a positive relationship with money. This episode is perfect for anyone seeking clarity, freedom, and flow in their financial life.
Timestamps
00:00 - Identifying money blocks
15:45 - Releasing exercise: Steps to shift your beliefs
30:22 - Creating new empowering financial narratives
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances⌠Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by âdating your money.â Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
This episode features creative brand strategist and money mentor Sarah Mac. Sarah shares her
inspiring journey from financial anxiety to building a thriving six-figure business. She discusses
the foundational steps to improving your relationship with money, including the power of tracking
finances, adopting simple money habits, and embracing a creative approach to financial growth.
Sarah also introduces concepts from her new book, The 6-Figure Creative: Heal Your
Relationship With Money Doing Work You Love, offering practical tools for entrepreneurs to
align their mindset and money goals with their personal and professional vision.
Timestamps
00:00 - Sarah Macâs transformational money journey
12:35 - Key habits for cultivating a healthier money mindset
25:50 - Creative strategies for financial success
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances⌠Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by âdating your money.â Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Michelle Perkins hosts financial expert Thomas Blottenberger to explore the connection
between mindset and financial strategy. Thomas shares insights on emotional biases in
investing, the importance of education in financial planning, and how to align your investments
with a greater purpose. The episode offers practical guidance on overcoming fears, building
financial literacy, and achieving peace of mind by focusing on purposeful investing.
Timestamps
00:00 - Emotional biases and their impact on finances
15:30 - Aligning investments with purpose
28:12 - Practical strategies for shifting financial paradigms
Loving Request: Please share this podcast with others who can benefit from gaining financial
freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living
and take control of your finances⌠Subscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-
itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to
learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will
empower your mindset and financial mastery by âdating your money.â Until you understand how
YOU relate to money and what you believe about money, nothing will change. Once you begin
to get to know yourself with money, learn the fundamentals of money management, and operate
in a new way with money, everything will open up.
Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift.
https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com LinkedIn:
https://www.linkedin.com/in/limitfreelife/ Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured a speaker discussing the importance of managing emotions and thoughts about money to achieve financial success. The speaker emphasized the power of positive thinking and visualization in manifesting financial goals. The discussion highlighted the role of mindset in overcoming financial challenges and creating a positive relationship with money. The speaker shared a manifestation exercise involving setting intentions, visualizing goals, and focusing on evidence of progress. The importance of maintaining a high frequency and positive mindset to attract abundance was emphasized. The speaker encouraged listeners to practice gratitude and use their minds effectively to achieve their desired outcomes. The podcast provided practical tips for improving financial well-being through mindset shifts and manifestation techniques. The discussion took place in a supportive and educational context, aiming to empower listeners to take control of their financial futures through positive thinking and intentional actions.
00:00 - Mastering your money mindset
13:14 - Smooth road to abundance
18:60 - Manifesting financial prosperity
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift. https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured a discussion between an entrepreneur, coach, and problem solver about the importance of having a positive relationship with money to achieve financial freedom. The speakers emphasized the need for strategic financial planning, especially towards the end of the year, to maximize retirement contributions, set up accounts like Roth IRAs and HSAs, and review investment portfolios. They also highlighted the significance of mindset in achieving financial goals, suggesting listeners focus on positive self-talk and abundance mindset. Practical tips were provided, such as making extra estimated tax payments, utilizing flexible spending accounts, and engaging in tax loss harvesting. The speakers recommended taking one to two financial actions per week leading up to the end of the year, followed by a period of reflection and mindset adjustment. The discussion underscored the importance of proactive financial management and mindset in achieving long-term financial success.
00:01 - Strategic money planning tips
10:04 - Maximizing retirement contributions
15:36 - Year-end financial adjustments
23:13 - Mindset reset for abundance
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift. https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured a speaker who is an entrepreneur, coach, and problem solver discussing the importance of developing a positive relationship with money. The speaker emphasized the need to understand one's money personality, including strengths, gifts, and challenges, through an assessment of eight archetypes. Reflecting on one's behavior and beliefs about money is crucial for making informed financial decisions. The speaker highlighted the significance of continuous self-reflection and execution in improving financial well-being. By understanding oneself better in relation to money, individuals can gain more control and confidence in managing their finances. The discussion aimed to provide listeners with insights, education, and empowerment to enhance their financial literacy and ultimately achieve financial freedom. The podcast episode focused on the importance of knowing oneself in terms of money and offered practical tips for personal growth in financial matters.
00:04 - Money relationship foundation reflection
07:44 - Discovering money personality insights
13:11 - Understanding money archetypes execution
18:34 - Self-knowledge financial journey confidence
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_box
And donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/
Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift. https://limitfreelifeworkshops.com/money-date/
The next one begins soon!
For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.com
LinkedIn: https://www.linkedin.com/in/limitfreelife/
Instagram: https://www.instagram.com/livealimitfreelife
YouTube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
The podcast featured host Michelle Perkins with guest Russ Morgan from âWealth Without Wall Streetâ discussing passive income with a focus on helping business owners understand how to generate passive income to achieve financial freedom. The speakers emphasized the importance of building personal family P&Ls, investing in alignment with one's investor DNA, and creating systems to make passive income a reality. They highlighted the need for frameworks, models, and resources to guide individuals in their passive income journey. The conversation also touched on balancing passive income pursuits with regular professions and the significance of community support in exploring alternative wealth-building strategies. They shared their experiences and insights to empower listeners to take control of their financial future. The episode provided practical advice and resources for those interested in pursuing passive income opportunities.
00:06 - Unlocking limit-free living today 12:03 - Investing based on investor DNA 21:26 - Building passive income frameworks 30:39 - Empowering wealth building communities 42:33 - Inspiring financial freedom journeys
Main Topics Discussed:Importance of building passive income to live a limit-free lifeCommon mistakes business owners make in managing their financesBuilding a personal family P&L to understand available cash for investmentsInvesting based on individual investor DNA and interestsBalancing active work with passive income pursuitsProviding free resources and e-books to educate people on financial freedom strategies
Key Takeaways:Passive income is essential for financial freedom and living a fulfilling lifeUnderstanding one's investor DNA is crucial for successful investmentsBuilding systems and frameworks can help make passive income more achievableBalancing active work with passive income pursuits can lead to long-term financial stabilityCommunity support and education are key in pursuing alternative wealth-building strategiesEncouragement to explore passive income opportunities and seek out resources from Wealth Without Wall Street
Loving Request: Please share this podcast with others who can benefit from gaining financial freedom strategies through passive investing. This might just change their life.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift. https://limitfreelifeworkshops.com/money-date/ The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 -
Michelle and guest Jonathan Grimm, author of "The Future Poor," licensed financial advisor, and founder of Tend Financial, highlights the way we do retirement and how we can move into a unique and life-changing, new way that fits todayâs world so much better. The model for traditional retirement isnât aligned with our life span, medical expenses and other aspects of life today.
Jonathan and I discussed the evolution of retirement and the looming retirement crisis. The conversation delved into the history of retirement, societal changes, and the financial industry's impact on retirement planning. Jonathan emphasized the need for a new perspective on retirement, suggesting alternative approaches to financial planning and work. The discussion highlighted the importance of reevaluating traditional retirement norms and considering innovative solutions to address the challenges faced by retirees. The podcast aimed to provoke critical thinking about finance, retirement, and societal values, encouraging listeners to consider new perspectives on financial planning and retirement preparation. The conversation provided insights into the changing landscape of retirement and the need for a shift in mindset towards financial security in later years.
00:00 - Revolutionizing retirement planning
05:23 - Evolution of retirement systems
12:23 - Redefining old age care
19:44 - Work as life fulfillment
29:32 - Financial advisors' reality check
37:11 - Empowering the middle class
45:51 - Stay informed, stay ahead
Main Topics Discussed:History of retirement development and societal changes impacting retirement planning.See Jonathanâs video short on his website to understand how we got here: https://www.thefuturepoor.com/The impact of inflation, rising costs, and the need for alternative retirement strategies.The importance of work, social interaction, and generational blending in retirement planning.The role of financial advisors and the need for strategic, honest advice in the current financial landscape.
Key Takeaways: Retirement is a relatively new concept in human history, with significant changes post-1980.Traditional retirement models may not be sustainable in the current economic environment.Work provides more than just income and should be viewed as a valuable aspect of life.Financial advisors should offer strategic and honest advice tailored to individual circumstances.Pooled resources and charitable efforts can play a crucial role in addressing retirement challenges.
The Grimm News and Jonathanâs podcast can be found on the futurepoor.com website above. Updates on the book "The Future Poor" and daily insights on financial landscape changes, as well as fun and informative content to engage listeners and provide critical thinking on finance and life can also be found.
Loving Request - Please share this show, especially with those who are retiring or planning to retire! This is truly information that everyone should hear and think about.
For much more on ALL things money mindset, money management, how to earn a great living and take control of your financesâŚSubscribe to my weekly podcast, Money and You:
https://podcasts.apple.com/us/podcast/money-you-with-michelle-perkins/id1365907575?ign-itscg=30200&ign-itsct=podcast_boxAnd donât forget to join the Limit Free Life email community for valuable, usable content and to learn about upcoming events: Letâs Connect⌠https://limitfreelife.com/newsletter/Iâm excited to offer you a proven way to develop a next level relationship with money that will empower your mindset and financial mastery by âdating your money.â Until you understand how YOU relate to money and what you believe about money, nothing will change. Once you begin to get to know yourself with money, learn the fundamentals of money management, and operate in a new way with money, everything will open up. Join my signature âYour MoneyDateâ˘â program and Iâll help you make the shift. https://limitfreelifeworkshops.com/money-date/ The next one begins soon! For more information on Limit Free Life & Michelle Perkins: https://limitfreelife.comLinkedIn: https://www.linkedin.com/in/limitfreelife/Instagram: https://www.instagram.com/livealimitfreelifeYou Tube: https://www.youtube.com/@michelleperkins-limitfreel2446 - Laat meer zien
