Quiet Wealth

Are you considering starting a business from scratch? 

Before you take that leap, listen to the latest episode of the Quiet Wealth podcast hosted by Camilla Jeffs, where she reveals why buying a business may be a better option. 

Camilla's entrepreneurial journey is nothing short of inspiring. From being a teacher and a stay-at-home mom, she ventured into the world of entrepreneurship and found success. Her experience in flipping houses with her husband sparked her interest in the construction industry, setting the stage for her next venture.

Delving into the details, Camilla shares her savvy acquisition strategy. She focuses on businesses that are essential and, in some cases, possibly outdated. She also targets baby boomer owners who are looking to retire, identifying unique opportunities for growth and development.

Tune in to the latest episode of the Quiet Wealth podcast to hear Camilla Jeffs spill the beans on her latest business acquisition. Be sure to share this episode with your fellow business enthusiasts and subscribe to the podcast for more captivating stories and valuable insights.

In this episode, we talk about:

• Camilla's acquisition of a residential home remodeling company in Tampa, Florida
• Her journey from being a teacher to becoming an entrepreneur
• Finding and acquiring the business
• Understanding finance and managing the financial aspects of a business
• Camilla's experience with business acquisitions and her plans for future purchases
• Asset sales vs stock sales in business transactions and the associated tax implications
• Managing risks associated with SBA loans and changing interest rates
• Camilla's mission to give away $1 million and support women in the construction industry
• Camilla's commitment to donating a portion of the business's gross profit to support smaller nonprofits and impact investments

===

Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academy

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

Discover the phenomenal success rate of buying a business as an investment strategy in this episode with guest Della Kirkman who shares insights into the transformative power of purchasing businesses to cultivate lasting wealth.

Throughout the discussion, Camilla and Della explore the concept of using business acquisitions as a strategic wealth-building approach. The episode unravels the notion of "buying a job" by delving into the acquisition of small businesses as an opportunity to gain practical, hands-on experience in entrepreneurship.

Don't miss this captivating episode filled with transformative insights that will revolutionize your understanding of wealth creation through business acquisition. 

In this episode, we talk about:

• Della Kirkman's experience in buying and selling businesses
• Strategies for buying businesses to build wealth
• Funding the business without initial capital investment
• Buying a job by purchasing a small business
• Search funds and business valuation
• Della's experience in selling her business
• Listing a business for sale and working with brokers
• Nine-step guide to selling a business available on Della's website

Resources

Codie Sanchez - https://www.codiesanchez.com/

Crushing It! by Gary Vaynerchuk - https://www.amazon.com/gp/product/B072DV2GHG

Harvard Business Review Guide to Buying a Small Business - https://store.hbr.org/product/hbr-guide-to-buying-a-small-business/10090

Buy Then Build by Walker Deibel - https://www.amazon.com/Buy-Then-Build-Acquisition-Entrepreneurs-ebook/dp/B07JKM2F5Q

Episode 100: How to Give $1 Million in Your Lifetime - https://podcasts.apple.com/us/podcast/how-to-give-$1-million-in-your-lifetime-episode-100/id1642393158?i=1000637665906

Connect with Della Kirkman

LinkedIn - https://www.linkedin.com/in/dellakirkmancpa/

Shift-N-Gears - https://www.shift-n-gears.com/

9 Simple Steps to Selling Your Own Business - https://www.shift-n-gears.com/9-steps-to-selling-your-business

===

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

2023 was a year of profound transformation and personal challenges for Camilla Jeffs, the host of the Quiet Wealth podcast. In this latest episode, Camilla opens up, delving deep into the emotional rollercoaster that defined her tumultuous journey through 2023. Prepare yourself for a raw and vulnerable exploration of the year that tested her resilience, enriched family bonds, and propelled her towards a mindset of abundance.

Throughout this heart-rendering narrative, Camilla celebrates how hardships can bring loved ones closer, nourish bonds that sustain, and uplift during trying times.

Ultimately, Camilla's tale is one of vulnerability, perseverance, and hope. With unwavering optimism, she encourages listeners to find solace and strength in the face of life's hurdles. Her story serves as a beacon of inspiration, reminding us that even amid the darkest moments, there is always hope for a brighter tomorrow.

Don't miss out on this impactful episode of the Quiet Wealth podcast as Camilla Jeffs unfolds her personal odyssey through 2023. Share this episode with your loved ones and be sure to subscribe to the podcast for future valuable insights and empowering stories of triumph over adversity.

Episode Timeline:

• Reflection on personal struggles in 2023
• Challenges including the passing of a parent, husband losing his job, and battles with anxiety and depression
• Navigating grief, financial difficulties, and emotional struggles
• Finding moments of gratitude and growth
• Emphasizing the importance of reframing difficult experiences
• Encouraging embracing fresh starts and new mindsets
• Sharing personal anecdotes and insights
• Vulnerability and resilience in navigating the complexities of the year
• Looking forward to the possibilities of 2024

===

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

As we navigate the ever-changing landscape of financial planning, one thing remains constant: the importance of insurance. Join Camilla Jeffs, the host of the Quiet Wealth podcast, as she delves into the world of insurance as an investment vehicle with renowned expert Jennifer Burnham-Grubbs. In this latest episode, they explore the remarkable potential of insurance in protecting, growing, and diversifying your wealth.

Understanding risk management and its role in building financial security is crucial, and insurance plays a significant part in that equation. Discover how insurance serves as a powerful tool for safeguarding your assets against unforeseen events while simultaneously unlocking avenues for growth.

You simply can't afford to miss this thought-provoking episode that challenges conventional thinking about insurance as mere protection. Listen now to the Quiet Wealth podcast with host Camilla Jeffs and guest Jennifer Burnham-Grubbs, and unlock the extraordinary potential of insurance as an investment vehicle. Be sure to share this insightful episode with your loved ones who can benefit, and don't forget to subscribe to the Quiet Wealth podcast for more eye-opening discussions on achieving financial success.

Episode Timeline

• Importance of risk management in insurance and its role as an investment
• Tailoring insurance strategies to individual needs
• Significance of life insurance in protecting dependents and ensuring financial stability
• Long-term care protection and its financial implications
• Insurance products as an alternative investment strategy
• Annuities as a secure investment option for older individuals
• Utilizing cash value life insurance policies for tax-free retirement income
• Drawbacks of 529 college savings plans and alternative options for financial planning
• Pros and cons of starting an indexed universal life policy with a lump sum versus making annual payments
• Financial literacy and empowerment, particularly for women

Connect with Jennifer Burnham-Grubbs
LinkedIn - https://www.linkedin.com/in/jennifer-burnham-grubbs-she-her-99639a58/

Quantum Insurance Services - https://quantuminsuranceservices.com/

Email Address: [email protected]

Womxn of Wealth - https://www.womxnofwealth.com/about

===

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

Are you a woman considering starting your own business? Discover the immense potential and possibilities of entrepreneurship as we delve into the transformative journey of Nancy Chillag, an inspiring trailblazer. In this latest episode of the Quiet Wealth podcast, hosted by Camilla Jeffs, we explore the transition from a law career to real estate and the remarkable achievements that followed.

Join us as we uncover Nancy's captivating story, starting with her venture into real estate with a five-unit Victorian apartment building in San Francisco. As she recounts her experience in group investing, flipping houses, and ultimately building a syndication business named 23rd Street Investors, Nancy shares valuable insights that can empower aspiring entrepreneurs in any industry.

A crucial aspect highlighted in this episode is the importance of turning active income into passive income. Nancy emphasizes the immense benefits of owning a business and outlines how this shift can bring financial freedom and stability. Recognizing the value of mentors, Nancy touches upon the pivotal role they played in her own journey — guiding her toward success and fostering personal growth.

Don't miss out on this engaging and enlightening conversation. Tune in to the latest episode of the Quiet Wealth podcast featuring Nancy Chillag as she shares her wealth of knowledge and inspiring story.

Episode Timeline

• Nancy Chillag's journey in real estate investing
• Experience with group investing, flipping houses, and building a syndication business
• Nancy's background and retirement from her law career
• Investing in rental properties and transitioning to larger residential properties
• Starting 23rd Street Investors, a syndication business
• The difference between flipping houses and generating passive income
• Importance of turning active income into passive income for financial freedom
• Importance of owning a business, particularly for women
• Advice on launching a business and finding mentors
• Nancy's personal story of getting into real estate investing

Resources:
Building Wealth One House at a Time - https://www.amazon.com/Building-Wealth-Updated-Expanded-Second/dp/1259643883

The Millionaire Real Estate Agent - https://kellerink.com/products/the-millionaire-real-estate-agent

Good Egg Investments - https://goodegginvestments.com/

Connect with Nancy Chillag

23rd Street Investors - https://23rdstreetinvestors.com/

Email - [email protected]

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

As a woman entrepreneur, building and preserving wealth can be a challenging prospect. In this episode of the Quiet Wealth Podcast, hosted by Camilla Jeffs, we delve into the unique hurdles faced by middle-market entrepreneurs, with a special focus on women, as they navigate the complexities of managing both their wealth and businesses.

Join us as we have an insightful conversation with Puja Sohi and Avneet Kaur, renowned experts in wealth management, who share their expertise on holistic financial planning. We explore the importance of considering alternative investments and discuss the potential benefits of setting up foundations for legacy planning.

Tune in to this empowering episode of the Quiet Wealth Podcast to gain valuable knowledge and actionable tips. 

Episode Timeline:

• Puja and Avneet's journey and the services they provide as a family office for individuals who don't fall into the ultra-high net worth category
•  Services offered by Core Family Office
•  The term "middle market" and the preference for calling these individuals the "economy drivers"
•  Unique challenges faced by women in managing their inheritance or wealth
•  The importance of financial planning for women in their 40s and 50s due to longer lifespans
• Challenges faced by women who are business owners or partners with their husbands
•  Setting up a foundation for charitable contributions and leaving a legacy
•  Alternative investments outside of the stock market
•  Advice on starting a business

Connect with Our Guests

Core Family Office - https://www.corefamilyoffice.com/

Puja Sohi on LinkedIn - https://www.linkedin.com/in/puja-sohi-18a787161/

Avneet Kaur on LinkedIn - https://www.linkedin.com/in/avneetkaur/

Core Family Office on Facebook - https://www.facebook.com/CoreFamilyOffice/

Core Family Office on LinkedIn - https://www.linkedin.com/company/core-family-office/

Core Family Office on YouTube - @corefamilyoffice

Core Family Office on Instagram - @corefamilyoffice

Core Family Office on TikTok - @corefamilyoffices

===

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

Confidence is more than just a fleeting emotion, it is a valuable skill and a conscious action that can be honed over time. 

In this episode, Camilla delves deep into the three fundamental steps to building unbreakable confidence: positive self-talk, action, and repetition. She also explores the groundbreaking "high-five method" recommended by the renowned Mel Robbins herself. Discover how physically high-fiving yourself in front of a mirror can instantly uplift your confidence and set the stage for success in all areas of your life.

Now is the time to seize control of your confidence and unlock your full potential. Tune in to this empowering episode to gain the tools and insights needed to bolster your self-belief, achieve your goals, and conquer any obstacles that come your way. 

Also, make sure to hit that subscribe button to receive regular doses of inspiration and wisdom from the Quiet Wealth podcast. Your journey toward a life filled with unwavering confidence starts here.

Episode Timeline:

• Building unshakeable confidence
• Reframing understanding of confidence
• Confidence as a skill and action
• Creating a confidence competence loop
• Importance of positive self-talk
• Mel Robbins' "high-five method" for building confidence
• Three steps to building unshakeable confidence: positive self-talk, action, and repetition
• Trying and taking action as preparation for future success
• Acknowledging fear and reminding oneself of intentions

Resources

Mel Robbins - https://www.melrobbins.com/

The High 5 Habit - https://www.melrobbins.com/high5habit

The 5 Second Rule - https://www.melrobbins.com/5secondrule

===

Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academy

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

If you've ever found yourself overwhelmed by the chaos of your money matters, this episode is a must-listen.

In the latest episode of the Quiet Wealth podcast, host Camilla Jeffs sits down with financial organizer Teshra Robles to delve into the critical topic of financial organization.

Teshra Robles shares invaluable insights on the importance of financial organization and how it can significantly impact your financial well-being. She challenges traditional beliefs about money, encouraging listeners to break free from limiting mindsets and adopt a more strategic approach to their finances.

One key highlight of the episode is the discussion on the need for a clear vision when it comes to financial goals. Teshra emphasizes the significance of setting achievable objectives and outlines practical steps to take to reach them. 

Tune in to this episode to gain a fresh perspective on the importance of financial organization while learning invaluable tips to transform your money mindset and achieve your goals.

Episode Timeline:
• Who is Tehsra Robles?
• Importance of organizing finances for decision-making
• Teshra's journey and current work as a financial organizer
• Leaving corporate jobs to prioritize family and pursue dream jobs
• Importance of clarity, vision, and good financial organization
• Steps to financial organization
• Difference between a financial planner from a financial organizer
• How to scale a business
• How to build confidence

Resources

The 80/20 Principle: The Secret to Achieving More with Less by Richard Koch - https://www.amazon.com/80-20-Principle-Secret-Achieving/dp/0385491743

The E-Myth Revisited: Why Most Small Businesses Don't Work and What to Do About It by Michael E. Gerber - https://www.amazon.com/Myth-Revisited-Small-Businesses-About/dp/0887307280

Connect with Teshra Robles

LinkedIn - https://www.linkedin.com/in/teshra-robles-lfe-81302247/

Facebook - https://www.facebook.com/TeshraDoYou/

Email Address - [email protected]

===

Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academy

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation. 

Get ready to hit record, and let Abby take care of the rest.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

In the pursuit of a purposeful and fulfilling existence, having a clear vision can be the key to unlocking your true potential. Join Camilla Jeffs in her latest episode, as she explores the profound importance of embracing a visionary mindset.

Drawing inspiration from Cameron Herold's influential book, "Vivid Vision," Camilla delves into the art of crafting a vivid vision that amplifies your aspirations and propels you toward the life you desire. Prepare to embark on this journey as she guides listeners through a powerful visualization exercise, encouraging them to transcend limitations and imagine their future across various life aspects.

Central to this episode is the concept of a three-year vision – a transformative tool that sets the stage for your extraordinary journey. Camilla emphasizes the significance of transforming your aspirations into tangible ideas by documenting sensory details and evoking the emotions that ignite your passion.

But the vision doesn't stop there. By breaking down your vision into actionable steps, she demonstrates how you can turn seemingly insurmountable goals, such as planning a remarkable Thanksgiving dinner or doubling your net worth, into achievable milestones.

Listen now and embark on a transformative journey toward limitless abundance and fulfillment. 

Episode Timeline:
• The book "Vivid Vision" by Cameron Herold
•  Vivid vision exercise
•  Letting go of limitations and thinking big
•  Setting a three-year vision instead of shorter or longer time frames
•  Visualizing desired outcomes in different categories of life
•  Writing down the vivid vision and creating a roadmap
•  Sharing the vision with trusted friends and supporters
•  Steps to achieve the vision through reverse engineering

Resources:

Vivid Vision: A Remarkable Tool For Aligning Your Business Around a Shared Vision of the Future by Cameron Herold - https://www.amazon.com/Vivid-Vision-Remarkable-Aligning-Business/dp/161961877X

Your Financial Future Vision Statement - https://steadystreaminvestments.com/financial-future-vision-statement/

===

Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academy

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation. 

Get ready to hit record, and let Abby take care of the rest.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments 

Protecting your wealth and ensuring a secure future for your loved ones has never been more important. In this episode of the Quiet Wealth podcast hosted by Camilla Jeffs, we dive into the world of estate plans and trusts with Jennifer McNeil-Lozano. 

Join Camilla and Jennifer as they delve into the nuanced differences between estates and trusts. Understanding the implications of probate becomes a crucial part of this conversation, as they shed light on the complexities and benefits of navigating through the legal system.

Jennifer highlights the significance of initiating early discussions about wills and trusts with aging parents—a topic often overlooked but undeniably essential. Additionally, the conversation takes an intriguing turn toward the topic of gifting and the establishment of trusts for children, providing valuable insights for individuals in various stages of life.

Tune in now!

Episode Timeline:

[02:24] Jennifer's journey of transitioning from working in the entertainment industry to starting her own practice in trusts and estates after becoming a new mom

[08:07] Difference between a will and a trust

[11:12] Fees associated with probate in California, including the impact on the gross value of the estate and the benefits of having a trust

[13:33] How having a trust can help avoid probate and keep the process private

[14:38] Reasons why a trust may be contested, and suggestions for preventing contests through independent reviews, specific language, and gifting strategies

[22:35] Federal estate tax exemption sunsetting on January 1st, 2026, and the potential changes and planning techniques that may be needed

[25:12] Having conversations with aging parents about wills, trusts, emergency documents, and beneficiary designations to ensure proper planning and avoid issues in the future

[27:51] Gifting strategies within a trust

Connect with Jennifer McNeil-Lozano

Website - https://www.mcneillozanolaw.com/

LinkedIn - https://www.linkedin.com/in/jennifermcneillozano

===

Prime Time Wealth Academy - https://camillajeffs.thinkific.com/courses/prime-time-wealth-academy

Prime Time Wealth Academy YouTube Channel - https://www.youtube.com/channel/UCJYjXBtQnNKeXSrhMIaRgGQ

===

Shout out to my podcast manager, Abby! If you're ready to take your podcast to the next level, contact her today [email protected] and start the conversation. 

She's not just your podcast manager; she's your partner in success!

Get ready to hit record, and let Abby take care of the rest.

===

Are you ready to try passive investing in real estate? Get access to my FREE Passive Investing Masterclass! 

https://steadystreaminvestments.com/masterclass/

Follow us at

https://www.facebook.com/steadystreaminvestments

https://www.instagram.com/quietwealthcommunity/

https://www.tiktok.com/@quietwealth

https://www.youtube.com/channel/UC2MFOVyPWo0XD0QVJxgDxbQ

https://www.linkedin.com/company/steady-stream-investments