Category Archives: IMPORTANT
Episode 058: Investment Secrets You Probably Don’t Know with Author, Tom Phelan
Podcast: Play in new window | Download
Subscribe: RSS
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.
Episode 057: Be Prepared for Anything with Mary Beth Simon (CEO, Niche Partner Consulting)
Podcast: Play in new window | Download
Subscribe: RSS
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.
Episode 055: 28 Healthy, Fun, and Motivating Ways to Reward Yourself
Podcast: Play in new window | Download
Subscribe: RSS
I’m a huge fan of productivity, but I’m an even bigger fan of giving yourself rewards when you’ve really earned them like overcoming procrastination and taking action on something you’ve been putting off. What follows is a list of ideas to reward yourself in a healthy, fun, and sustainable way. Admittedly, these are small rewards that have particular appeal to me personally. So what may be a reward to me, may be the complete opposite for you. The idea here is to help spark your own ideas for good self-rewards.
Episode 054: The Power of Story – Why The Stories We Tell Ourselves Matter So Much
Podcast: Play in new window | Download
Subscribe: RSS
Before COVID, my daughters were both competitive swimmers. One day I was volunteering as a timer at one of their divisional swim meets. While standing in the lane getting more and more wet with every passing heat (i.e. a group of swimmers who are lining to compete for their race), I saw hundreds of kids line up to swim that day. There were two children in particular, both were the same age, both came from the same socio-economic strata, both had about the same athletic level, same team, same coach, and even had the same color hair. But there was a key difference in the two children.