How Do You Know?

One of my best lessons from COVID is the power of community 👯 

We are social beings and having real, human interactions is essential for a fruitful life 😀 

Whether business or personal, having the right group around you can help you achieve whatever it is you want to 🥇 

I encourage anyone to find a community that’s right for them. There are many groups you can join that will help you get better at whatever it is you want to accomplish ♾️ 

There’s a trick to choosing the community, however, that lies in intentionality. Listen to Sam Silverman in this week’s podcast to learn more about how you can ensure that you’re spending money in the right ways. 

We also discuss:

 ➡️ Finding the right community
 ➡️Evaluating community fit
 ➡️Maximizing networking opportunities
 ➡️Common mistakes in joining community
 ➡️Lessons from LP experiences
 ➡️Investment insights and strategies

Do you know anyone that wants to reach financial independence or reach retirement as soon as possible? If so, please take 5 seconds to share the below link with them!

https://lnkd.in/gUiMqsVN

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.

Most people want success, but aren't willing to do what it takes to actually get there.....

In this week’s podcast episode, former NFL athlete Mark Parson describes his journey with investing 🏈

We touch on:
➡️ The importance of patience & exploration
➡️ Why embracing uncertainty is a necessary evil
➡️ How to view failures
➡️Investing with Purpose
➡️Building a successful company
➡️Understanding your investment profile

Take a listen here for the full episode 👂https://lnkd.in/gUiMqsVN

I love helping investors feel more confident in their decisions. Find my headline so that you can: 

👂 Listen to my past conversations 
💡 Learn from industry experts
💪 Gain confidence in your ability to reach financial freedom

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.

We dive deeper into the episode with Vince DeCrow, who discusses why it's essential to plan financially for life during after your death.

Learn more about preserving your wealth & Micro Family Offices: wealthops.io

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.

How do you know whether a financial plan can add value? Listen to this week’s episode to find some helpful tips around this! 

Vince DeCrow is the founder of RISE Investments, a registered investment advisor that provides concierge wealth management services to its clients, including financial planning and tailored investment management solutions. We discuss:


Understanding Financial Planning

The Importance of having a financial plan 

Components of a comprehensive financial plan 

Emergency funds and cash flow management 

Tax planning essentials

Estate planning

Common financial mistakes to avoid 

Key Financial advice for success

Investment strategies for the future 

Disclosures: 

Disclosure: I am not a current client of RISE Investments, I received no compensation from RISE for this podcast/interview, and there are no conflicts of interest between myself and RISE.

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.

Athlete episode 🔔

This week I chatted with Amobi Okugo, who was a former professional soccer player and now a co founder of Serve consulting, who helps athletes, influencers and brands through content, strategy and partnerships.

We discuss:

⚽ Transitioning from soccer to business
⚽ Financial literacy and investment strategies
⚽ Lessons learned
⚽ Providing value
⚽ Content strategy
⚽ How to leverage technology
⚽ Measuring success
⚽ Engaging for collaboration
⚽ Common mistakes

You can listen and/or share here:
https://lnkd.in/gBbeWK_G

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.

We dive deeper into the mind with Joe Moffett to learn more about how large an impact your mindset has on investment decisions. 

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.

In this week's episode, we tackle the mind!

Joe Moffett started his career in the marines and then evolved into a professional coach. After his experience, and being in business with Tony Robbins’ son, Joe learned that he loves helping people break through limitations. He also is an investor and advocate for reaching financial freedom. 

We dive into: 

🧠 Mindset and investing
🧠Why people struggle the most
🧠Developing a resilient mindset
🧠Aligning investment goals with personal values
🧠How successful people make decisions
🧠Recognizing and changing limiting beliefs
🧠How to use self-assessments
🧠The value of community 

Link is below if you want to take a listen or share ⬇️

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.

Ashleigh is an ex professional soccer player who now is creating an online football training program to help beginners around the world learn how to play. She is aiming to pass her Series 6 & 7 exam this year while also creating a platform to challenge athletes to rise up and excel on the financial field through real estate investment. We talk about:

• Transitioning from sport to business
• Learning about money and investing
• How she landed help and big lessons learned
• Her preferred investment strategies 
• Understanding fundamentals 
• What she looks for in an investment 

LinkedIn: https://www.linkedin.com/in/ashleighjshim/

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.

We dive deeper into the episode with Robert Cherry, who discusses what to look out for in the Private Placement Memorandum. This document is typical when investing! 

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.

How Do You Know what to look out for in the legal documents? 🖊️
 
Listen to my interview with Robert Cherry to find out! Robert Cherry is a business and IP attorney, handling founder issues, mergers, federal and state securities law matters, capital raising, copyright, and outside general counsel services 📖 
 
We uncover: 
 
💼What a PPM and Operating Agreement are
💼Understanding the risks and red flags
💼Investor Rights, Voting and Manager removal
💼Fees and waterfall structures 
💼Fund expenses and Legal Liability 
💼Legal troubles for Fund Managers and Syndicators 
💼Importance of reading the PPM
💼Building Trust and Transparency
💼Demystifying Different Legal Structures
💼The Sponsor’s obligation 
 

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.