Category Archives: BUSINESS

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Episode 061: R&B star, Marcell Russell – Everything Comes Down to a Choice

Picture of Marcell Russell, with words "Everything Comes Down to a Choice"

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R&B Star, Marcell Russell shares his incredibly pragmatic insights on Life, Business, Wealth, and our most important asset – Time.

Marcell Russell is a man of many many talents. A minister turned professional musician, Marcell experienced a meteoric rise in the music industry. Having written over 800 songs, he became the most awarded independent R&B artist in the city of Baltimore, Maryland –Getting critical acclaim from BET, The People’s Choice Awards, and ECHOES magazine, just to name a few. In fact, the music industry nicknamed him “The Voice” – and he was The Voice BEFORE it was a hit reality TV show. Today, he’s the CEO of a 50 person financial services firm. As a minister, musician, and entrepreneur, Marcell’s insights on life, wealth, and business are unique and worth listening to.

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Episode 060: How to Transform Education in America with Sheri Smith, CEO Indigo Education Company

Picture of Sheri Smith, with words "the secret to changing education in America""

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FULL VIDEO INTERVIEW LINK – https://youtu.be/tJbKxXnVACY

Sheri Smith and I have known each other since college, and we actually worked together for several years while we were coming up professionally. She’s always impressed me as one of the smartest people I know. She’s done graduate work at Georgetown, she worked for Hillary Clinton for a time, and now she’s the founder and CEO of The Indigo Project, an education company that does extensive assessment and consulting work in the education space both at the high school level and college level. I wanted to have Sheri on the podcast for two reasons one because she’s a longtime friend and I’ve been wanting to catch up with her for years, and two because she has unique insight into the education system at large, and I think we all can agree that the education system needs to change, and I also think the pandemic showed the cracks and faults in the education system much more clearly. Sheri and her company have a unique approach to working within the education system to help change it from the inside out. Her method is unique, her perspective is hopeful, and her approach may be just what we need to change the education system from within. As kids and their parents are figuring out the new normal of education once again, this interview could not come at a better time. Interestingly oldest daughter took one of the indigo assessments for herself and found it to be mostly accurate and on point.

Now for those of you who are business leaders or you’ve already grown your children, you might be tempted to click away thinking this may not have anything to do with you. Quite the contrary actually. Assessments like the ones we’re about to discuss have relevance to everyone not just students. If you’re looking to unlock high performance from your team, this may be a compelling tool to consider regardless if you’re running a small start up or a Fortune 500 company. Self awareness is everything — it’s the key to humility, interpersonal relationships, effective leadership, growth and learning, and– top performance. For those in business, this interview will give you insight into the future of work – both the workforce and the kind of functions that is coming up now and in the next several years and decades.

After watching or listening to this episode you, if are interested in assessment services either for your high school or college student — or for yourself, or your company or business please reach out to me. I hope you enjoy the episode.

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Episode 058: Investment Secrets You Probably Don’t Know with Author, Tom Phelan

Stacks of US cash - Investment Secrets You Don't Know

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Would you like to know how the SUPER WEALTHY invest their money?

Don’t miss this important episode. Build wealth faster, retire more securely, and learn what others don’t know about investing

Tom Phelan (“Fay-len”) Is the controversial author of numerous best-selling books:

* “The Reluctant Realtor Who Won’t Buy Investment Property©2021”
* “A Teacher’s 403(b) – Why Is Real Estate Missing©2021”
* “The Big IRA Gamble” and “401(k) Roulette ©2020”

Tom says estimates show 45 million people have invested $11 trillion dollars in IRAs and another 30 million 401(k)s Owners are gambling $8 trillion dollars in Wall Street. Wow, Wall Street “Fees” are almost incalculable on $18 trillion dollars with hundreds of billions being added annually.

From years of experience Tom believed far too many IRA and 401(k) Owners are apathetic about their Wall Street investments, a fact Wall Street counts on … a lack-of-personal involvement.

But there is hope Tom says, if people will listen and choose Wall Street alternatives to avoid the needless Risk of IRA and 401(k) funds. Armed with this new-found knowledge Tom will show people how to strategize how to retire years younger and with more retirement income dollars, possibly Tax Free Income dollars.

Oh and if you’ve ever had a dream of owning a vineyard in Argentina, Tom has a few 5-acre Boutique Malbec vineyards your IRA or Individual 401(k) can buy…no…he really does.

He says he has the solution for investing, living, and retirement, but only those who will step off their Hamster Wheel and listen.

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Episode 057: Be Prepared for Anything with Mary Beth Simon (CEO, Niche Partner Consulting)

Life Preserver Ring with the title be prepared for anything

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There is a 100% probability that you and I are going to face death one day. Our mortality is a fact we don’t like to face, and often do little to prepare for until it’s too late. In fact, caring.com did a study in 2021 and found that 67% of American adults don’t even have a will.

Mary Beth Simon was preparing to retire from a 31 year career at Vanguard when her friend, Sue was diagnosed with pancreatic cancer. Sue asked Mary Beth to help her husband navigate the beneficiary process if she didn’t survive. Sue eventually passed away, and Mary Beth spent 3 months working with Sue’s husband to recreate their entire financial landscape. You see, Sue managed the finances and investments, not her husband. The pain of watching her friend pass on, and the pain of putting the pieces together of an entire life made Mary Beth realize that we all need to do a better job empowering our loved ones and business partners to take over for us in our absence.

Don’t miss this incredibly important interview it could save your family and your business.