Кращі подкасти про Summit Wealth Strategies (2024)

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Ep 248 - Making an Impact with Short Films: Alexandra Essoe and Alexis Iacono on The Carnal Soul 18:36

13h ago18:36

18:36

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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The First Six Strategies to Minimize Tax Burdens During Retirement 15:17

2d ago15:17

15:17

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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How physicians are building wealth beyond medicine | #175 46:28

3d ago46:28

46:28

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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Mastering Wealth Strategy in a Volatile Market 35:10

6d ago35:10

35:10

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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Ep 247 - Simon Barrett on Azrael and Crafting Nonverbal Storytelling 25:41

8d ago25:41

25:41

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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Preparing for the Unexpected in Retirement 14:34

9d ago14:34

14:34

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 evolution of the American Dream and its impact on wealth accumulation | #174 37:44

10d ago37:44

37:44

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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How To Outperform The Wall Street Experts | Robert Rolih | The Million Dollar Decision 49:11

13d ago49:11

49:11

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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The Four Peaks of Retirement Success 21:47

16d ago21:47

21:47

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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The intersection of health and wealth | #173 46:13

17d ago46:13

46:13

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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Daily Performance Hacks | Top Supplements & Products We Use 44:38

20d ago44:38

44:38

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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Ep 246 - Crafting Authentic Characters in Horror-Comedy with Cynthia Mersten 25:41

22d ago25:41

25:41

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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Navigating the 401k Transition 24:09

23d ago24:09

24:09

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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Lessons from celebrity mishaps | #172 32:47

24d ago32:47

32:47

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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12 Lessons from 12 Months | Part 4 Anniversary With James Humphries-Stone 52:50

27d ago52:50

52:50

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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AI and Automation in Real Estate Finance with Jon Land 36:25

29d ago36:25

36:25

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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Decoding the 4% Rule for Retirement 18:31

30d ago18:31

18:31

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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Virtual Summit: Invest with Benefits! | #171 31:43

1M ago31:43

31:43

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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12 Emotions from 12 Months | Part 3 Anniversary With Rob Brady 42:25

1M ago42:25

42:25

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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IUL and the Investment Optimizer Strategy? | #170 44:45

1M ago44:45

44:45

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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12 Thoughts From 12 Months | Part 2 Anniversary With Dave Gibbons 58:30

1M ago58:30

58:30

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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How Do You Become Tax Efficient in Retirement? 19:06

1M ago19:06

19:06

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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Ep 245 - Contests, Feedback, and Writing Hacks Every Screenwriter Needs to Hear. 44:01

1M ago44:01

44:01

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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10 most costly mistakes high income earners make | #169 55:12

1M ago55:12

55:12

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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12 Rules Over 12 months | Part 1 Anniversary Special With Ian Macbeth 32:32

2M ago32:32

32:32

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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Top 5 investment opportunities for 2024 | #168 34:17

2M ago34:17

34:17

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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Strength In Self Belief - The Mont-Blanc Ultra Running Story, Chamonix, France 32:37

2M ago32:37

32:37

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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Should You Rollover Your 401k Into an IRA? 17:29

2M ago17:29

17:29

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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Ep 244 - Midnight Taxi: Indie Filmmaking in the Pandemic with Bertie & Samantha Speirs 17:20

2M ago17:20

17:20

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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The psychology of investing: Overcoming emotional biases | #167 42:12

2M ago42:12

42:12

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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Don't miss the Invest with Benefits Virtual Summit | #166 23:25

2M ago23:25

23:25

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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Overcoming PTSD with Every Step | Todd Crush's Story 43:13

2M ago43:13

43:13

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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Is Social Security Going to Run Out? 17:53

2M ago17:53

17:53

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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From Schizophrenia To Freedom | Todd Arkyn Crush 48:56

3M ago48:56

48:56

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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Inherited IRA Changes You Need to Know About 16:00

3M ago16:00

16:00

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 is the right amount of life insurance? | #165 45:09

3M ago45:09

45:09

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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How To Control Your Emotions & Win at Life 41:53

3M ago41:53

41:53

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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How to execute the Investment Optimizer strategy | #164 46:01

3M ago46:01

46:01

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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The Future of Social Security and Potential Changes 24:18

3M ago24:18

24:18

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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AI for You vs. AI for Everyone - Custom AI for your Multifamily Company 44:41

3M ago44:41

44:41

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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The Power of Self-Mastery | Lessons From Stephen James Copy (Part 2) 41:38

3M ago41:38

41:38

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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Custom AI is Transforming Business Workflows and Marketing Strategies 44:34

3M ago44:34

44:34

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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Ep 243 - The Life of a Homicide Detective with Mike Hammond 20:56

3M ago20:56

20:56

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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Multifamily Success with Rachel Kish 24:57

3M ago24:57

24:57

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 I really need a traditional financial advisor? | #163 59:03

3M ago59:03

59:03

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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Rewire Your Brain for Resilience | Stephen James Copp Review | Part 1 58:02

3M ago58:02

58:02

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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Deferring Taxes on Highly Appreciated Assets 29:36

3M ago29:36

29:36

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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Retirement Income Illusions: The 401k Myth Exposed | #162 46:48

3M ago46:48

46:48

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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How To Regulate Your Emotions | Lessons from Stephen James Copp (Part 1) 44:25

3M ago44:25

44:25

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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Ep 242 - From Community Backing to Theatrical Release: TJ Noel-Sullivan's 'Midas' 24:35

4M ago24:35

24:35

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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