You’ve worked your whole career to reach the top of the mountain, but now that you’re thinking about retirement, who will help guide you back down the trail? Each week, Shawn O’Keefe, Dan Blair, and Melissa Blair of Summit Wealth Strategies in Denver, Colorado, discuss the different topics and challenges that retirees face in today’s world. Learn about different ways to help prepare for retirement with the team from Summit Wealth Strategies. Visit us online! Investment advisory products and ...
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Each week, Money Insights founders Christian Allen and Rod Zabriskie get together to discuss all things money and business. From the latest financial trends to unique strategic wealth-building strategies, Christian and Rod take the time to teach you what you need to know to achieve financial success in all aspects of your life.
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Patrick Antrim, Founder and CEO of Multifamily Leadership, Producers of the Multifamily Leadership Innovation & AI Summit, the Multifamily Women® Summit, and the Best Places to Work Multifamily® will bring you success strategies for Multifamily CEOs, executive leaders and aspiring leaders that want to drive high performance results for their portfolio.
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Where we embark on a journey to accelerate and educate a community of driven individuals. We are here to inspire and uplift, sharing captivating stories of real-life human experiences in the realm of peak performance. Join our pack and immerse yourself in a world of remarkable achievements. Dive into our captivating podcast, where experts from various fields share their insights and wisdom, guiding you on your own path to greatness. But it doesn't stop there. We believe in the power of commu ...
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In a world bustling with entrepreneurial stories, we noticed a void. There were countless tales of startups and early struggles, but what about those who've reached the coveted 7-figure mark? What were their battles, their learnings, their moments of doubt and triumph? 7 Figure Summit: Tales from the Top was born out of a desire to spotlight these trailblazers, to share the unheard chronicles of those who’ve made it to the summit. It's not just about the destination, but the journey – the ta ...
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Welcome to Uncommon Cents, your go-to podcast for financial education and retirement planning. Hosted by Erik Bowman of Bowman Financial Strategies in Englewood, Colorado, this series offers clear explanations, honest advice, and expert guidance to help you navigate the complexities of financial planning. Tune in for the latest commentary on investment, retirement, and insurance topics and trends. Discover the 80/20 Retirement Formula, focusing on three key areas: Clear Explanations, Honest ...
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Accelerating Entrepreneurial Success (Video) with John Bowen
John Bowen offers Strategic Coaching for Entrepreneurs who want to grow their business through life-changing interviews with Dan Sullivan, Peter Diamandis, Joe Polish, Bo Eason, Ned Hallowell, John Jantch, Jeff Walker and many more.
Join John Bowen, co-founder of Accelerating Entrepreneurial Success, as he explores the secrets of success of some of the worlds leading entrepreneurs. Their sage insights and bold ideas will give you new strategies and inspiration for fast-tracking your own success. If you want to grow your business, build your personal wealth, serve your clients well and improve your quality of life by doing well by all stakeholders, this is the show for you.
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Welcome to The Successful Screenwriter Podcast your go-to source for in-depth discussions, expert insights, and captivating interviews in the world of screenwriting. Hosted by seasoned screenwriter Geoffrey D. Calhoun, this podcast is a valuable resource for both novice and experienced screenwriters, offering a wealth of insights and guidance. About the Podcast: Dive deep into the art and craft of screenwriting with our engaging episodes that cover a spectrum of topics – from mastering the s ...
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You’re a successful service-based entrepreneur in your local town, but you know it’s time to stop being the best-kept secret and expand your brand online for greater income and impact. On this show, we explore what it takes for diverse leaders just like you to expand your brand online so you can increase your income, invest more in causes and communities you care about, and impact more lives through your work and wealth. Your host, Elizabeth Yang, Social Sales Monetization Strategist, Mindse ...
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Welcome to Wowcast 2.0, presented by Randy Aranowitz, an esteemed former president of the NTSA. Aranowitz brings a wealth of experience to the table, not only from his tenure at the helm of NTSA but also from his distinguished career at Kades-Margolis, where he recently retired as Executive Vice President after more than three decades of service. Despite stepping down from his executive role, he remains an active contributor to the financial advisory landscape, boasting over 33 years of expe ...
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The Unstoppable Business Growth Podcast is for Business owners and leaders who want to unlock value inside their organization so they can drive profitability inside their company. We will talk about the greatest wealth-building opportunities to grow your business. We'll explore how you can automate the work people don't want to do saving you time and money so you can scale revenue and outperform the competition. We will explore how you can automate your work with one platform, and bring AI i ...
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Ep 248 - Making an Impact with Short Films: Alexandra Essoe and Alexis Iacono on The Carnal Soul
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guests: Alexandra Essoe, Writer and Director of The Carnal Soul Alexis Iacono, Producer of The Carnal Soul Summary: In this lively episode, Geoffrey sits down with Alexandra Essoe and Alexis Iacono, the creative minds behind the short film The Carnal Soul, which is making waves o…
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Shawn O'Keefe and Doug Turnbull address the first six of 12 strategies to minimize tax burdens during retirement. These include tax deferral, IRA management, tax loss harvesting, asset allocation, qualified charitable distributions, and managing withdrawals to optimize tax brackets. The conversation emphasizes the importance of having a comprehensi…
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This week we're hitting on a topic that is relevant to many of the people we work with: building wealth as a physician. Whether it's student debt or long work hours, physicians and other busy professionals face major obstacles, but that won't stop them from building their legacy. In this episode, Rod and Christian walk through strategies to overcom…
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Send us a text Is your cash losing value faster than you can save it? Robert Rolih’s philosophy of ‘cash is trash’ challenges the conventional wisdom of holding onto your savings while inflation quietly erodes its worth. In this episode, we explore how to protect your wealth from this hidden threat, drawing inspiration from our own financial journe…
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Simon Barrett, Screenwriter of Azrael, Godzilla X Kong, and You're Next Summary: In this episode, Geoffrey sits down with acclaimed screenwriter Simon Barrett, whose latest film Azrael is making waves in the horror genre. Simon shares his journey from small-town Missouri t…
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Shawn O'Keefe discusses the significant impact of inflation on retirement planning. He emphasizes the necessity of strategic planning to counteract inflation's effects on purchasing power and the importance of growing assets at a rate that outpaces inflation. The conversation also covers the need for a diversified investment portfolio and the impor…
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The American Dream has long been idolized by its citizens, but has that dream remained the same? Where generations once prioritized home ownership and financial stability, others now seek experiences and job flexibility. In this episode, Christian and Rod explore how you can build your new American Dream, the evolution of retirement, and the role o…
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Send us a text Unlock the secrets to financial independence with us as we sit down with Robert Rolih, author of The Million Dollar Decision and a seasoned investment portfolio specialist. Robert takes us on his personal journey from financial illiteracy to financial mastery, providing invaluable insights into the misalignment between the interests …
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In this episode of the Retirement Summit podcast, Shawn O'Keefe and Doug Turnbull discuss the importance of lifestyle retirement planning. They explore the various factors that influence retirement, including income sources, expenses, and lifestyle choices. Sean outlines the four peaks of retirement planning: retirement income, asset growth and pro…
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This week, we're tackling a subject that we've never really talked about here on The Money Insights Podcast - the intersection of health and wealth. We know that having money and resources can help us live longer healthier lives, but focusing on health can also facilitate our ability to create wealth. In this episode, we talk more about the financi…
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Send us a text In this episode of Project Peak Performance, we delve into the transformative effect of blue light-blocking glasses, led by our expert Dimitri. But that's just the beginning; we also share practical evening habits, like sipping on chamomile tea and cutting down screen time, to help you unwind and pave the way for a restful night. We …
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Cynthia Mersten, Screenwriter and Script Summit Winner In this episode, Geoffrey Calhoun sits down with Cynthia Mersten, 2022 Script Summit winner with her feature screenplay Bad Vibes. Cynthia shares the inspiration behind her unique horror-comedy script, which she descri…
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Jeff Miles and Shawn O'Keefe discuss the critical aspects of managing a 401k during retirement. They explore the transition from accumulation to distribution, emphasizing the importance of financial planning and the role of a financial advisor in navigating this complex phase. The conversation highlights various investment options, tax strategies, …
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Nicolas Cage, Paul McCartney, and Mike Tyson. What do these people have to do with finance? Well, we are talking about financial issues this week, which you may have expected, but we're doing it with a fun twist. We are going to learn about financial issues through celebrity mishaps. Whether it's overspending, tax evasion, or estate planning, celeb…
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Send us a text Imagine if the environments we immerse ourselves in could profoundly shape our personal growth and success. In this episode of the Peak Performance Podcast, Dave Gibbons and Rob Brady sit down with James Humphries-Stone, a key member of our pack, to explore the lessons and transformations he's experienced over the last 12 months. We …
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In this episode of the Multifamily Innovation® Podcast, Patrick Antrim sits down with Jon Land, Director of Sales at AvidXchange, who’s here to reveal how AP automation can transform the real estate industry. From AvidXchange’s remarkable growth—from 44 employees to nearly 2,000—to the evolution of AP solutions from simple invoice automation to com…
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In this episode of the Retirement Summit podcast, Jeff Miles and Sean O'Keefe discuss the 4% rule, a guideline for retirement withdrawals. They explore its relevance in today's financial landscape, the impact of inflation on retirement savings, and the importance of personalized financial planning. The conversation emphasizes the need for individua…
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This week, we're taking a trip down memory lane to see how Christian and Rod got to where they are and some of the realizations they've had along the way. Buckle up, because we're exploring the power of alternative investments, the six pillars of Invest with Benefits, and much more. Money Insights is a strategic planning firm that is founded on the…
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Send us a text This week on the Peak Performance Podcast, hosts Ian Macbeth and Dave Gibbons sit down with Rob Brady to dive deep into his transformative journey over the past year. From delivering an unforgettable TEDx talk to pushing his limits with ultra-marathons, Rob shares some of the most powerful lessons he’s learned about health, mindset, …
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This week, Rod is back, and we are talking about a subject that comes up pretty frequently in our world. Today, we are laying out the pros and cons of using index universal life insurance versus whole life insurance as an investment optimization tool. Our goal is to help you make a decision that makes sense for YOU! Money Insights is a strategic pl…
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Send us a text What if your old habits and thought patterns are holding you back, just like outdated software slowing down a laptop? On this episode of Project Peak Performance, Dave Gibbons shares his top 12 transformative insights from a year of deep exploration and podcasting, uncovering the hidden blocks to personal growth. Dave brilliantly com…
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People talk all the time about tax efficiency in retirement, but what does that truly mean and why does it matter? It’s much more than a buzzword; it’s a vital strategy for preserving more of your money in retirement. Today we’re going to explain why tax efficiency matters, the risks of not being tax efficient, and strategies for becoming tax effic…
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Marq Scheyder, Screenwriter and Filmmaker Summary: In this insightful AMA (Ask Me Anything) the tables are turned as Marq Scheyder returns to interview Geoffrey D. Calhoun and dive deep into the writing process with a surprise script consultation on air with Geoffrey himse…
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This week, while Rod is out braving the wilderness, Christian is joined by Money Insights team members Blake Brogan and Brenyn McConnell. With a range of experience in this trio, they cover the 10 most costly mistakes high income earners make and how to avoid them. Whether it's lifestyle creeping or neglecting tax optimization, these mistakes may b…
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Send us a text In this four-part anniversary special of Project Peak Performance, Dave and Rob kick things off by sitting down with Ian Macbeth, reflecting on a full year of hosting the show and the lessons he's drawn from the journey. This first part of the series focuses on Ian's 12 rules, each one representing a pivotal insight he has gained fro…
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In this week's episode, Christian and Rod compare their top 5 investment choices for 2024. Whether it's cryptocurrency or short-term rentals, tune in to hear how you could amp up your portfolio this year. Register Now! Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do n…
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Send us a text Imagine standing at the starting line of the Ultra-Trail du Mont-Blanc in Chamonix, France, surrounded by elite athletes and everyday runners alike, each with their own story of perseverance and resilience. Join us as we recount the raw emotions experienced during this grueling race, where even the best-prepared runners like Tom Evan…
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Are you nearing retirement or thinking about changing jobs? One of the most common questions people face is what to do with their 401(k). Should you keep it where it is, or roll it over into an IRA? In this video, we’re going to discuss the reasons you might want to rollover your old 401k today. Here’s what we discuss in this episode: 0:00 – Intro …
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Bertie Speirs & Samantha Speirs, Filmmakers of Midnight Taxi Summary: In this episode, Geoffrey sits down with Bertie and Samantha Speirs, the dynamic filmmakers behind the indie thriller Midnight Taxi, to discuss their journey into independent filmmaking, how the pandemic…
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Today, we are talking about the psychology of investing. Specifically, overcoming biases that we often fight in the investment space. Whether it's overconfidence, loss aversion, or herd mentality, there are many underlying thoughts at play. What biases may be impacting your investing? Register Now! Money Insights is a strategic planning firm that i…
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Mark your calendars for September 12, because we are hosting the Invest With Benefits Virtual Summit! This is a free but exclusive all day event for high-income earners looking to scale their financial independence beyond traditional investment avenues and into Real Estate, Crypto, Collectibles, and precious metals. We’ve got an incredible lineup o…
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Send us a text todd crush review description Imagine finding solace and healing in the rhythmic pounding of your feet against the pavement. Join us as we explore the extraordinary journey of Todd Crush, who has battled PTSD and schizophrenia for over two decades. Todd's story is a powerful testament to the mental benefits of physical activity, part…
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One of the most common questions we get is about Social Security and whether it’s going to run out. If you only read headlines, it seems to be a valid concern. But what’s the reality of the situation and how does it impact you when it’s time to file for Social Security? Here’s what we discuss in this episode: 0:00 – Intro 1:43 – 2024 Trustees Repor…
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Send us a text Can running transform your life? Todd Crush's incredible journey from battling schizophrenia and PTSD to becoming a beacon of hope in the running community offers a resounding yes. Todd shares the pivotal moment he discovered running as a powerful tool to manage his hallucinations and anxiety, turning a daily struggle into a source o…
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Recent rule changes have made it more crucial than ever to understand the tax implications and distribution timelines associated with inherited IRAs. Listen in as Erik and Ben break down the latest IRS rule changes affecting inherited IRAs, including the newly condensed 10-year distribution timeline. They explore the implications of these rules for…
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How much life insurance do you actually need? This week we’re talking about life insurance in a little bit of a different way than we typically do: the more traditional sense. From human life value to business planning to death benefit, this episode covers all your bases. Money Insights is a strategic planning firm that is founded on the principle …
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Send us a text Discover the transformative power of emotional regulation and its impact on self-esteem as we review Part 2 with our special guest, Stephen James Copp. We discuss the complexities of Stephen's five ego states and their vital role in how we interact with the world. Rob shares his alignment with these concepts, emphasising the signific…
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Over the years, we have come across a few misunderstandings from people utilizing the Investment Optimizer strategy, sometimes due to confusion, lack of confidence, or unrealistic expectations. At the end of the day, it really is simple to execute the strategy, so in this episode, we cover maximizing your policy, some pitfalls to avoid, and conting…
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This episode revolves around the topic of social security and retirement planning. Shawn O'keefe discusses the advice given by Dave Ramsey to claim social security benefits early and invest the money in mutual funds. They also touch on the importance of individualized retirement planning, considering factors such as lifestyle, expenses, income sour…
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Prepare to unlock the secrets of next-gen AI solutions tailored to your business needs. Our latest episode features a conversation with Patrick Antrim, Founder & CEO of nectarflow.com and Chairman of the Multifamily Innovation® Council who reveals how integrating large language models with company-specific information can solve unique business chal…
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Send us a text What if you had the power to control your emotions and achieve elite performance in every aspect of your life? Join James Humpries-Stone and Alex Willis for the Part 2 series with Stephen James Copp as we uncover the secrets behind emotional regulation and its pivotal role in reaching your full potential. We'll guide you through Eric…
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Are you ready to transform your business with custom AI solutions? In this episode, we make a bold claim: tailored AI can revolutionize your company's workflow and brand communication. We'll dissect the competitive landscape of artificial intelligence with insights into how major players like OpenAI and Anthropic are pushing boundaries to deliver s…
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Host: Geoffrey D. Calhoun, Author of The Guide For Every Screenwriter Guest: Mike Hammond, Retired Homicide Detective and Host of Detective Story Podcast Summary: In this episode, Geoffrey D. Calhoun welcomes retired homicide detective Mike Hammond. They delve into the intricacies of being a homicide detective, the challenges of communication in in…
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In this episode of the Multifamily Innovation® Podcast, Lauren Stinson welcomes Rachael Kish, Vice President of Operations at Asset Living. Rachael, a Multifamily Innovation® Council member and a speaker at the upcoming Multifamily Women® Summit in September, shares her inspiring career journey and insights into the multifamily industry. Rachael be…
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Do you need a traditional financial advisor? There's a lot of consternation around this issue, so our goal in this episode is to pull back the curtain and give you a reasonable direction moving forward. From why you might want one to why you might not need one to questions you should ask, this episode covers all your bases. Money Insights is a stra…
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Send us a text What if the very trauma you've endured could be transformed into a source of unbreakable strength? In this episode, we delve into a transformative conversation with Stephen James Copp, where we explore the profound impact of neuroplasticity and the techniques that can rewire our brains for resilience. Joined by James Humphries-Stone,…
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In this episode, Jeff Miles and Shawn O'Keefe discuss the deferred tax strategy and how it can benefit individuals who have highly appreciated assets. They provide examples of how this strategy can be applied to real estate, businesses, and other assets like cryptocurrency and collectibles. They also explain the process of deferring taxes through a…
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Building towards retirement is a key part of financial planning, so it's important to take a step back and look at all your options. Today we are exposing the 401(k) myth and flipping the idea of the accumulation methodology. In this episode, we take a look at three different case studies, some strategies for maintaining a higher income in retireme…
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Send us a text Part 1 of a 2 part series. Ever wondered how to go from good to excellent in every aspect of life? Join us as we sit down with Stephen James Copp, the UK's top psychological life coach, whose incredible journey from a small fishing village in Devon to coaching high-profile individuals is nothing short of inspiring. Stephen shares his…
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Host: Geoffrey D. Calhoun, Best Selling Author of 'The Guide For Every Screenwriter' Guest: TJ Noel-Sullivan, Writer and Director of "Midas" Summary: In this episode, Geoffrey D. Calhoun sits down with TJ Noel-Sullivan, the writer and director of the new film "Midas." They discuss TJ's journey into filmmaking, the inspiration behind "Midas," the ch…
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