Better Health Means Fewer Costly Mistakes. Understanding your body’s health—especially how you respond to stress—can directly impact your financial decision-making. Chronic financial stress can trigger physical symptoms like high blood pressure, poor sleep, and weakened immunity, which in turn can cloud judgment, reduce focus, and lead to impulsive or short-sighted financial choice. This week's episode is full of tips by @alicia to make sure you're avoiding this quiet plague. 

Alicia is a Naturopathic Doctor, Functional Medicine Practitioner, Sport Nutritionist, Certified Personal Trainer and speaker. Her experience lies in working with busy, stressed, ambitious women who are committed to look, feel and perform their best by addressing hormones and metabolism.

We dive into:   

• How stress affects someone's life
• Most common problem with high achievers
• What a Naturopathic doctor is
• How people stay healthy with age
• Common misconceptions around what "living healthy" means
• Stress regulation tips
• Alcohol and health
• Meal structuring
• Fasting - is it good or bad?
• Sleep tips
• The Law of Attraction

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

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The #1 1031 Exchange Myth That’s Costing Investors BIG Money!

Most people think you have to reinvest every single dollar of the sale proceeds… but that’s completely wrong.

Listen to this week's episode to learn what you actually need. Everything else? You can actually pull out for medical bills, college tuition, life events, or whatever you need with a Partial 1031 Exchange.

What other myths would you add to the list? If you have any 1031 questions, feel free to drop it in the comments below! 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

What's the hack that most rich people use? 1031 exchanges is on the list! A 1031 exchange done right is one of the most powerful wealth-building tools available to real estate investors. Most people underutilize it because they don't understand it. Listen to this week's episode to better understand what a 1031 is and common myths that could be

The last 10 years @mike has worked in acquisitions and investment for MF RE, where has been apart of teams that have underwritten, sourced and managed over $1B in RE and most recently was educating the masses on 1031's during his time with a qualified intermediary company.

We discuss:

1. What to look out for in 1031’s
2. Common Misconceptions 
3. The best questions to ask your QI
4. What fees and additional costs should investors expect when facilitating a 1031 exchange, and how can they minimize them
5. How the holding structure affects the exchange process, and what flexibility exists for complex scenarios
6. Longevity of 1031’s
7. How investors can align a 1031 exchange with their long-term goals

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode lance welch and I dive deep into this topic, as well as many other legacy planning misconceptions. 

Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  Lance was a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, the legacy navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss. We also discuss:

1. Legacy Plan Versus Will 
2. Define Legacy Plan  
3. Steps to take for legacy planning 
4. Common themes across successful families 
5. Silver sword v gold sword 
6. What’s causing divorce rates & how to help it 
7. Top sales tips 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Have you ever heard of the silent killer?

Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.

This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. We discuss:

• Mindfulness V Meditation
• Easy tips for anyone to use
• Some people that already use these techniques
• How to avoid discouragement 
• Breathing techniques done anywhere 
• Common misconceptions 
• Where to begin 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The distinction between a legacy plan and a will is an important distinction that often goes unnoticed. In this week's episode Lance Welch and I dive deep into this topic, as well as many other legacy planning misconceptions. 

Lance is a Certified Business Development Coach as well as a Certified Behavioral Consultant for DISC Personality Profiles.  He was also a Sales and Leadership Director and oversaw over 3,000 reps in 14 states for a Fortune 100 company prior to stepping out on his own in late 2018.  He now has a book out, The Legacy Navigator, that we dive into because not many think about planning for when they die, but it’s very critical piece that most miss.

We also discuss:

1. Legacy Plan Versus Will 
2. Define Legacy Plan  
3. Steps to take for legacy planning 
4. Common themes across successful families 
5. Silver sword v gold sword 
6. What’s causing divorce rates & how to help it 
7. Top sales tips 

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Have you ever heard of the silent killer?

Its name is stress. When we don’t know what to do with it, it can over take our lives and lead to bad decisions, poor choices and avoidable concerns.

This week’s podcast episode is all about how to manage stress. Molly is founder of Woodhull Wellness- a corporate wellness company! They provide mindfulness and meditation programing for people and corporations across the world to essentially help employee perform, communicate and avoid burnout. Molly herself has gotten degrees and verifications from univ of Denver, duke, Stanford and Harvard. 

Listen to how I apply some of the practical tips in the main episode with Molly.

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

• Define RSUs, ISOs, NSOs
• Easy tips tech employees can use to reduce their tax bill
• When to exercise stock options?
• Which share tranches should I prioritize
• How real estate affects tax planning
• Suggested withholdings or estimated tax payments
• The best balance in terms of salary and stock compensation
• Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

Tech employees often face a double-edged sword: while many receive substantial compensation through equity, it frequently leads to over-allocation to a single company and significant tax burdens.

In this episode, @Josh breaks down the complexities of equity compensation and smart tax planning strategies. Josh Radman is a fiduciary, certified financial planner, and enrolled agent (which qualifies him to prepare tax returns and to give tax advice). His focus is on helping tech and mid-career professionals navigate tax planning and equity compensation. After graduating from Harvard Business School and entering the tech industry, he had trouble finding someone who could help him with his equity questions and decided to make a career pivot and become an advisor to help those in similar situations. Now, he guides clients through tax optimization, equity strategy and broader financial planning.

• Define RSUs, ISOs, NSOs
• Easy tips tech employees can use to reduce their tax bill
• When to exercise stock options?
• Which share tranches should I prioritize
• How real estate affects tax planning
• Suggested withholdings or estimated tax payments
• The best balance in terms of salary and stock compensation
• Alternative Minimum tax and how to avoid it

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.

The conversation covers the importance of saving to invest, self-awareness, emotional intelligence, effective communication, delivering tough feedback, actions over words, habit stacking, and accountability groups. Each chapter explores these themes in detail, providing valuable insights and practical tips for personal and professional growth.

Takeaways

• Importance of saving to invest
• Self-awareness and emotional intelligence
• Effective communication
• Delivering tough feedback
• Actions over words
• Habit stacking and accountability groups

DISCLAIMER: This podcast is for informational and educational purposes only and does not constitute financial advice. Please consult with a qualified financial professional for advice specific to your situation. The views and opinions expressed are those of the hosts and guests, and do not necessarily reflect those of the podcast, producers or sponsors, we make no representations or warranties regarding the accuracy or completeness of the content.