NoBS Wealth®

The team has a fireside chat to discuss some pertinent topics that come up as financial planners. 
How does one come to trust a planner? What does it mean to each of the No BS Wealth team? If someone were to do this on their own, what would like that look like? What are daily struggles as planners? 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

This is a side conversation from a longer episode series out next month on the Ukraine Russia War and how it effects the market, how trading can predict certain disruptions and more. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

There are layers of complexity to doing your taxes. A lot of money is at stake when it comes to doing them correctly, not to mention the legality behind it. The NoBS Wealth team is here to simplify, break down what you should and shouldn't be doing, and clarify any confusion you may have around taxes. 

Some topics include: Should you get a refund? How do you lower your refund amount and get more back each month? What your CPA should be doing, what the IRS will and won't do, and how to deal with them. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

On this episode we explain Black Mammoth, our wealth management entity, in its entirety. 
We go over budget reconciliation, cashflow optimization, debt analysis, employee benefits, our costs, and much more. 

We both explain things you can do now to help build your wealth, and things we can do if you were to work with us. Reach out for more information!

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

How much do you know about Individual Retirement Accounts? How do you contribute? How much can you contribute? What's the difference between traditional and roth? How do Self-Directed's work? What are ways to pull money out without getting penalized? There's a lot of complicated in's and outs when it comes to it and your wealth is at stake. That's where we come in. 

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Hear from our third guest and Black Mammoth's newest member of the team, Lyndsey Monahan.

In this podcast episode you'll get know her through her humble beginnings on a Turkey farm in Illinois, eight years of experience as a licensed financial professional, and how what she learned in the computer programming world led her to where she is today. 

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Derren Burrell, Lieutenant Colonel (Retired) has over 27 years as a professional financial manager in both public and private sectors.  He is the Founder & President of Veteran Ventures Capital, an investment and consulting firm focused on scaling veteran-owned businesses. In this capacity he oversees all aspects of the company operations and fund management. 

Time stamps: 
2:25: Background on Derren, childhood and military experience
6:00: Managing money in the military, Air Force lessons 
8:30: Starting a second career in the private finance industry 
13:10: Going full time, what he's learned
16:00 :What is Venture Capital? Who do they work with?
19:30 Bridging the gap for veterans - what they do
23:50 How do people invest? How do you get the returns you're looking for?


The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Do you budget? How do you feel about it?  Do you have any goals around budgeting in 2022?
Join us as we discuss all the in's and out's of budgeting. This includes:
-The definition of budgeting
-Where do you start?
-What's coming in?
-How do you trim?
-How do you earn more?
All of that and more is discussed in this episode. Thank you for listening!

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

New year resolutions done right. We discuss:
Hiring a financial planner
Listening to a previous episode
Gathering necessary information to understand your finances 
Comparing 2021 to 2020
Making adjustments 
Hiring a financial planner!!!

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

00:00 intro
2:50 How to close out the end of the year
7:00 Remaining happy, fun accounts, living in the now
8:30 Keeping an eye on interest rates, good vs bad debt
12:20 Employee benefits 
13:20 Taking time to reflect
25:40 Where the market is at
29:40 Should you invest now?
33:00 Inflation concerns
40:00 Trinity, commercial real estate 
48:00 Advice going into the new year
49:00 Money mindset 2022 and beyond

The whole focus of the NoBS Wealth podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach. 

If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.

New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.