By Christine Mccarron
5
1414 ratings
The podcast currently has 298 episodes available.
Are you a small business owner or real estate investor who
On this week’s episode of Get Your FILL – Financial
About Tatiana:
Tatiana Tsoir, CPA, MBA, is an author, speaker, visionary
Connect with Tatiana: www.linzacpa.com
What separates a wealthy person from the rest of us?
In this week’s episode of Get Your FILL – Financial Independence & Long Life, Certified Financial Planner, Travis Freeman, shares his rags-to-riches story along with important lessons that he’s learned by helping the super-rich to safeguard and built their wealth
Watch the Video: https://youtu.be/L-UuJH5JZF8
About Travis:
Travis Freeman is an entrepreneur and financial planner who became a self-made millionaire in his 20s. After experiencing food stamps as a child, Travis became fascinated with the powers and complexities of money. He went on to earn a bachelor’s degree in finance with an emphasis in economics from Missouri State University. He started a financial planning practice out of college that also led to investing in private businesses. As a Certified Financial PlannerTM, Travis helps business executives and entrepreneurs with complex financial needs. This experience fueled his passion for teaching the public how to reach financial independence using the strategies of the wealthy.
Connect with Travis:
https://www.amazon.com/Fortune-Youth-Create-Happiness-Success-ebook/dp/B0CXMTCFB1
Women – are you looking forward to your mid-life?
In this week’s episode of Get Your FILL – Financial Independence & Long Life, mood, mindfulness and mindset coach, Kathy Batista, shares strategies for making your mid-life your best life.
Watch the video: https://youtu.be/rJiBf2mx4wA
About Kathy
Kathy Batista is the go-to coach for midlife women. She
Having navigated midlife changes and shifts, Kathy offers guidance and compassion to women, asking themselves, “Is this it?” or “What’s next?”. She enjoys sharing the tools of her growth with her clients and peers.
With certifications in Life Designer Coaching, Thought Coaching, Quantum Time Technique, and Mindfulness Facilitation, Kathy coaches women to discover their midlife magic through conscious healing and self-discovery.
Are you ready to go from BLAH to A-HA?! To uncover your midlife purposes and to find fulfillment, visit Kathy at www.kathybatista.com and follow Kathy on Instagram and Facebook @coachkathybatista.
Do you believe that people have innate talents?
In this week’s episode of Get Your FILL, Financial Independence & Long Life, Hugh Massie, Executive Chairman and Founder of DNA Behavior, shares how understanding our hard-wired patterns of thought influence our success.
Watch the video: https://youtu.be/S2mAODQutug
DNA Behavior Story
Through his journey as a CPA, wealth manager, and
The result of this vision was the founding of DNA Behavior
The goal of this new venture was to discover, measure, and manage the hidden influences of behavior and money attitudes in business and beyond. Employing the principles of behavioral science, Hugh found a way to uncover the unique behavioral identity of an individual, then align them for better decision-making and an enhanced relationship with people and money.
As a “reformed accountant” and money energy pioneer, he knew that this new level of self-awareness would make an exponential impact on the way people live, operate, interact, decide, invest, and do business. Most importantly, though, he realized that the result would reduce stress and infuse people with fresh energy and improved wellness.
Today, DNA Behavior helps a multitude of growth-minded
About Hugh Massie:
Hugh Massie is the Executive Chairman and Founder of DNA Behavior International – the Behavior and Money Insights Company. As a widely recognized Titan 100 CEO and Behavioral Solutions Architect, Hugh helps growth-minded leaders create an Exponential Future by developing a 109 (ten to the power of 9) Quantum Leap Growth Mindset and by building a plan for over 1 billion people impact. With that framework, he addresses every opportunity and challenge through a behavioral lens.
Connect with Hugh: www.dnabehavior.com
Do you have a plan for your second chapter?
In today’s episode of Get Your FILL, Financial Independence & Long Life Podcast, Eric Brotman shares how retirement has changed for many people and how financial and retirement planning must evolve and adapt to these changes to facilitate your best next chapter.
About Eric
Eric D. Brotman, CFP®, is the CEO of BFG Financial Advisors in Maryland. He started in the financial planning industry in 1994 and launched a start-up in 2003 which has grown to over 20 employees and $700,000,000 in assets under management. He’s the author of three books including the award-winning "Don't Retire...Graduate!".
Watch the video: https://youtu.be/vRTkNrywFe8
Connect with Eric
https://dontretiregraduate.com/
Can you think your way to wealth?
On today’s episode of Get Your FILL, Financial Independence & Long Life, Timothy Clifford reveals what he’s learned from decades of working with individuals of high net worth. Listen in to learn those secrets for yourself.
Connect with Tim: www.planassist.com
About Timothy Clifford
My career began on the Chicago Mercantile Exchange floor in the 1980s, starting as a runner and then a trader, which gave me foundational knowledge of financial markets. In the 1990s, I joined Charles Schwab & Co., where interacting with financially successful clients helped me distinguish between high earners and substantial wealth accumulators. This understanding shifted my focus from trading to wealth management.
By the 2000s, I advanced into leadership, furthering my resolve to aid others in wealth building. In 2012, after becoming a Certified Financial Planner®, I founded Core Wealth Consultants LLC in Central Florida. This experience led to the creation of PlanAssist®, a milestone in my career, aiming to simplify wealth-building for those needing help with prioritization and organization.
What happens to your family when you die?
Adam Zuckerman has created a platform to help you make these decisions and more well before you’ll need to use them.
About Adam:
Adam Zuckerman is the Founder of Buried in Work, a leading eCommerce platform specializing in estate planning/organization, end-of-life tasks, and estate transitions.
With a deeply personal motivation stemming from his experience managing his father's estate, Adam is dedicated to simplifying these complex processes for individuals and families nationwide.
As an Eisenhower Fellow, attorney, and MBA, Adam brings a wealth of expertise to his role, combining legal knowledge with entrepreneurial vision to drive innovation in the field of estate planning.
Adam's mission is to empower individuals of all ages to navigate the intricacies of estate planning with confidence and ease. Through Buried in Work, he seeks to revolutionize the way people approach end-of-life preparations, ensuring that everyone has access to the resources they need to secure their legacy and protect their loved ones.
Watch the video: https://youtu.be/FbiJJ1hJN5Q
Connect with Adam: www.BuriedInWork.com
How does someone go from being a criminology major to
In today’s episode of Get Your FILL – Financial Independence & Long Life, Amy Terry shares the incredible trajectory of her professional life and some tips that can help you follow suit.
Connect with Amy: https://amyterry.8z.com/
From Amy
While I "started" my career at 16, I was reluctant to follow the path that, in retrospect, was unavoidable. I chased other passions, but it always led me back to Real Estate. A career in real estate has been such a huge gift to me. It has allowed me to grow, expand, get uncomfortable, and create generational wealth for myself.
I believe anyone can create wealth in real estate regardless of their income level. Home ownership and investment properties are a game changer for an entire family. There is no get rich quick scheme here. It is smart, responsible investing that multiplies over time. And, sometimes, if you have the stomach for it, taking some big risks! I was also a reluctant leader, pushed into leadership roles. Today I could not be more grateful for that push. Helping agents build successful businesses has been a huge joy in my life. As well as learning to coach and mentor the whole person.
Wealth and success have so many definitions and those
When I am not working you will find me traveling and exploring the world, practicing mediation, at a concert, at the gym, or a game night with friends.
Wondering how AI can help your business?
In this week’s episode of Get Your FILL, Financial Independence & Long Life, Serial Entrepreneur, Helen Paas, shares growth strategies and AI hacks to give your business the rocket fuel that it needs to soar.
Watch the video: https://youtu.be/td1vZ8JAZgc
Connect with Helen:
www.h2resolve.com
Have you dreamt of becoming a real estate investor?
In this week’s Get Your FILL, Financial Independence &
Watch the video: https://youtu.be/13HfBs284qU
About Wyatt:
Meet Wyatt Simon, a seasoned real estate investor
The podcast currently has 298 episodes available.