Money You Should Ask

When a family member dies, they usually decide who gets what assets by leaving a will and a living trust. Without these legal documents that provide clear direction on how our assets, property, and money should be distributed (and to whom) after we die, your estate can be left vulnerable for the courts to decide, which can take years and drain the estate in the process. Bob chats with Estate and Trust Attorney Nicholas Van Brunt about living trusts and what happens to our assets if we don't have one. He shares some of the scary facts that can occur to your assets if critical estate planning isn't prepared. Nicholas J. Van Brunt is a partner in the Business Trial Practice Group and is the Team Leader of Sheppard Mullin's Private Wealth Services Team. Nicholas focuses his practice on resolving disputes over trusts, estates, conservatorships, and other fiduciary matters. He is a respected member of the Los Angeles legal community and is known as a pragmatic and effective litigator who seeks to achieve favorable results for his clients. @SheppardMullin Link To Sheppard Mullin https://www.sheppardmullin.com

As an entrepreneur and business owner for over 20 years, Jason O. Myles has been blessed with a variety of unique experiences ranging from owning an automotive and finance company to building a real estate firm. His ambition and passion for helping people led him into being an educator, motivational speaker, and mentor.

Bob and Jason chat about the skill of having patience while remaining ambitious in driving toward your goals. Jason talks about the benefits of finding mentors and asking questions to help learn from others' financial wisdom. Jason is motivated by the phrase "do today what most people won't, so you can do tomorrow what most people can't."

Jason shares his insights about real estate investing and more on his websites, jasonomylesrenetwork.com and The Real Estate 360 Show. And if you have been thinking about real estate investing, take a look at Jason's latest book: When There's Blood On The Streets, a Real Estate Investor's Roadmap to Winning.

#therealestatetrainer, @jasonomyles, @re360pro

Our next guest Steve Connelly says, "a belief is a thought you continue to think. Whatever your mind focuses on gets bigger." Our thoughts and beliefs are either working for us and producing prosperity or creating energetic blocks that prevent us from achieving successful outcomes in our lives.

Bob and Steve discuss some of the life-changing benefits regarding the principles of The Law Of Attraction. By digging deep into our history, our own stories and getting curious about why we do what we do, we become more conscious, more aware, and more intentional in the way we think and speak. By shifting our beliefs that no longer serve us, we can create new ideas and thoughts that propel us toward successful and prosperous results.

Steve Connelly is an entrepreneur, author, producer, real estate investor, and inspirational educator. Steve shares his insights in his book, It's About Belief: 50 Belief Ideas to Advance Your Life. He also co-hosts the Real Estate 360 Show, where he speaks candidly about the real world of real estate investing. To learn more about Steve, visit itsaboutbelief.com.

Have you ever felt a passion so deep within you to turn a dream into a reality? Troy Morris is a lifelong falconer, breeder, trainer, and Raptor lover. He's had a dream for the last 20 years to create a place where everyone can be up close with birds of prey.

In this episode, Bob takes his pop-up camper to the Grand Canyon and bumps into an inspiring entrepreneur, Troy Morris. Bob chats to him about his successes and challenges in bringing his unique vision into reality. Troy's original plan may not have included an RV park, campground, or Bedrock City (home of the Flinstones), but it turned out to be a great addition to his vision for Raptor Ranch. His go-getter attitude and passion propelled Troy to keep moving forward when he felt like quitting. Now, he is building the business of his dreams, a sanctuary for his birds, while providing all visitors to Raptor Ranch with a unique experience of Raptors, Falconry, and wildlife conservation. And for all RV owners and campers out there, Raptor Ranch is a great place to stay. Ask Bob! @raptorranchgrandcanyon, @raptorranchgc

Ira Meltzer is a mortgage broker and has been in the lending business for over 35 years. Known as "Lender To The Stars," his clients have set multi-million dollar residential financing records across the US. Ira's team at One Million Dollar Plus have funded more than $4 billion of luxury & ultra-luxury residential financing. He has learned precisely how to create, as Ira likes to call it, "propertunity," by maximizing wealth and benefits for $1M+ funding homeowners through financing.

Bob and Ira discuss how he is in the business of relationships, and not transactions. He' s not just a money man but the guy talking people off the ledge as he manages people through the roller coaster ride of getting a mortgage. Integrity plays a significant role in how Ira conducts his business, noting that he answers to a higher power.

Although Ira is the One Million Dollar Plus man, if you're looking for any advice on a mortgage, Ira is your go-to guy no matter how big or small.

Have you ever been gifted an item that you don't like, but you can't get rid of because your favorite aunt gave it to you? By intentionally getting rid of the stuff you don't need, you can create new ways of thinking, have less stress, and get your life back.

Our guest, Meg Nordmann, chats with Bob about the psychological roots in which we attach value to our items. By taking a look at reasons like sunk cost bias, perceived worth, and guilt, we can alleviate unconscious stress in our life. The simple act of letting go of stuff is so much more than just getting rid of things. You're also letting go of fears and expectations, as well as reclaiming your life and your finances. The goal is always to simplify and not add more to your plate.

Meg Nordmann, a former journalist, editor, and digital marketer, now a full-time mother of two messy but wonderful little girls who were the catalyst for seeking an intentional and minimalist life. Meg is the author of "Have Yourself a Minimalist Christmas." Learn, "less is truly more" via her blog at megnordmann.com.

Michele Molitor is a nationally recognized speaker, certified executive coach, Rapid Transformational Therapy (RTT) practitioner, consultant, trainer, and writer. Michele is the founder and CEO of Nectar Consulting Inc. and co-author of the best-selling book Breakthrough Healing.

Michele's passion is to help people amplify their natural talents and expand their leadership through all aspects of her work and writing. She helps catalyze shifts in thinking to eliminate mental and emotional blocks to rapidly rewire your brain for greater confidence and success.

Bob and Michele talk about how our childhood beliefs, stories, and views around money and life shape our thoughts and how we experience life as an adult. By rewiring old patterns, we can create new outcomes that serve us in achieving life goals that bring us fulfillment.

Check out Michele's 30 Day Rapid Rewire Breakthrough Program and say "YES" to your success and well-being. #somedaystartsnow, #rapidrewire @MicheleMolitor, @NectarConsulting,

Join Bob Wheeler & Guy Walker, President of Wealth Management Strategies, as they chat about Guy's life lessons around money. Guy talks about growing up in Compton, one of the first cities in Southern CA that allowed People of Color to own property in predominately white neighborhoods. He also shares that although who you know definitely opens doors, his parents laid down the rich foundation that put him on his path to success.

Guy talks about his choice to go to boarding school to help gain entry into college while dealing with how others perceived how Black folks are supposed to be and the Herculean effort to get a haircut in a non-black community. In summary, be intentional in your choices and be open to opportunities; the sky's the limit.

What is the secret pleasure that you spend money on? Join Bob and Michelle Vigil of Michelle Knows Money for a humorous yet informative conversation about money mindsets, human capital, and secret spending. What's your guilty pleasure? Michelle loves beauty products. "I'm trying to transform myself from a raisin into a grape," she says. There's no shame in spending a little cash on things you love when you budget for it.

Michelle vigil is a Financial Coach, Educator, Speaker, and Writer. She is passionate about sharing her knowledge with clients who desire to attain long-term money management. Michelle also works with professional women who have experienced divorce to conquer their finances and feel more secure and confident in their life.

Michelle currently works for the University of Wyoming Extension as the NE Community Development Educator. She teaches/facilitates various subjects: strategic planning, board training, Financial Literacy, community development, plus more. @MichelleKnowsMoney

In this episode, Bob joins Entrepreneurs, Authors, speakers, financial mentors, Mark Lancia and his wife Mihaela Jekic to discuss their journey in creating a meaningful life.

Mihaela has gone from losing everything during the Bosnian civil war to earning a Ph.D. in biomedical engineering, founding multiple companies, and performing twice on a TEDx stage. She's passionate about helping women business owners become profitable and thrive and helping professional women and couples get in control of their money to create extraordinary freedom in life.

Mark has saved companies tens of millions in parts and labor and helped many individuals build freedom and wealth by focusing their time, energy, and money on what truly matters to them.

Mark and Mihaela believe that everyone should have the freedom to create a life they love and do meaningful work that gets people excited to get up in the morning!

To learn more visit: moneyformeaning.com or check out their book, Money For Meaning: Philosophy for a Life of Extraordinary Freedom.