The boom and bust cycle describes capitalist economies that contract after a period of expansion and then expand again. Today Bill talks to an Author, Entrepreneur, Investor, Philanthropist, and the Founder and CEO of Liucrative Endeavors, Dave Liu. They talk about how Dave prepared for and avoided the boom and bust cycle in his financial and personal life. Dave also shares his story and heritage, which plays a big part in his entrepreneurial life today.

Dave is a 30-Year Veteran of Wall Street and Silicon Valley. He’s an entrepreneur who has started multiple companies, an advisor who has raised over $15 billion for hundreds of companies, and an investor in multiple billion-dollar exits. He is passionate about advancing new ideas in technology and entertainment and supporting philanthropic causes for underrepresented groups. He’s a creator who enjoys writing books and drawing cartoons.

Reach out to Dave:

Website: https://liucrative.co/

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

Grab a copy of his book: https://liucrative.co/book/

Show notes:

[1:44] Dave and his heritage

[6:22] What drove him to pursue entrepreneurship?

[11:18] What did Dave do in terms of squirreling away for later?

[22:26] When did Dave figure out what was important to him?

[29:15] On his philanthropies

[43:24] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Independent Living means being as self-sufficient as possible. It means taking risks and being allowed to succeed and fail on your own terms. Today Bill shares how you can live as independently as possible and be able to exercise the greatest degree of choice about where you live, how you live, and how you spend your time. It all starts with knowing what you want.

Show notes:

[1:42] How do you create independence?

[2:33] Reach out to Bill

[3:07] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Today Bill talks to a good friend, the Executive Assistant Dean for Career Planning and Professional Development at the University of Illinois College of Law, and the Director of the University of Illinois College of Law Leadership Project, Greg Miarecki to talk all about leadership, independence, and learning.

Greg Miarecki leads the University of Illinois College of Law's Office of Career Planning and Professional Development. As Executive Assistant Dean, Greg and his colleagues work to connect employers with great talent from the College of Law. Greg works closely with students and alumni alike to build and market great legal talent. He also works closely with the College's faculty and administrative team on a wide variety of related initiatives, including the recruiting of prospective students, alumni relations and development, and the development of curricular and programming initiatives. Greg also serves as an Adjunct Professor of Law at the College, teaching classes in trial advocacy, small firm practice, and in-house legal practice. He also serves as the lead instructor for the College's required first-year Fundamentals of Legal Practice class.

Prior to arriving at the College in 2011, Greg was a partner in the Chicago office of Winston & Strawn LLP, where he focused on high-stakes, complex commercial and white-collar criminal litigation. Greg has represented some of the world's largest corporations in "bet the company" litigation and developed expertise in trial work and coaching/mentoring of more junior attorneys.

Greg also has extensive experience in founding, leading, and/or revitalizing organizations. For example, Greg served as the chief executive officer of the Chicago Yacht Club and the President of the University of Chicago's Alumni Board of Governors. Currently, Greg serves as the Director of the University of Illinois College of Law's Leadership Project, an initiative designed to promote learning and discussion at the intersection of law and leadership.

Connect with Greg at:

Website: https://law.illinois.edu/faculty-research/faculty-profiles/greg-miarecki/

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

Show notes:

[2:10] Where did Greg get his leadership skills?

[5:05] When and why did he fall in love with sailing?

[7:10] Letting other people find independence as a leader

[11:01] What was it like for Greg to work on big cases as a lawyer?

[13:16] Balancing work, leisure, and family with his wife

[15:32] Why is it important to only do the things you’re good at and delegate the other things?

[17:44] How he handles feedback as someone in-charge

[23:18] Why is it important to put yourself out there and be vulnerable as a leader?

[25:02] The ability to adjust is a good leadership trait

[28:30] On involving kids in their foundation

[31:51] What does money mean to Greg?

[33:16] Being a lifelong learner

[39:43] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

If you are someone who has recently retired or is about to retire, this episode is something that you should listen to. We promise you, it’s a short one but filled with wisdom. In today’s episode, Bill Bloom takes a deep dive into the different phases of retirement and why it’s important to know your purpose. 

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Today Bill is joined by the Co-Founder and CEO of Global Containers and Custom Packaging Inc. and the Founder of Reikoku Consulting, Jose Ochoa. They talk about Jose’s entrepreneurship journey and what made him start his businesses. He also shares some advice for people looking to start their businesses.

José Ochoa is an award-winning Mexican-American entrepreneur, engineer, and business innovation evangelist. They started multi-million-dollar companies in the US and Mexico, including Global Containers & Custom Packaging Inc., a logistics and packaging company, and Reikoku LLC, a consulting company.

Born in Chihuahua, Mexico, José has an Engineering degree from Instituto Tecnológico de Chihuahua II and worked as a Packaging Engineer for Delphi, where he immersed himself in operations and logistics for the packaging industry. He was a Global Packaging Engineer for Siemens, designing products and process efficiencies that he pivoted to his own venture. In 2008, José and a partner launched Global Containers and Custom Packaging de México SA de CV to fill an industry gap: integrated packaging and logistics services committed to providing a flawless customer experience.

In 2009 the company expanded to El Paso, Texas, leading to a decade of growth and expansion. In 2019, José and his team won the Bridge Accelerator, an intensive, highly specialized program sponsored by Microsoft. It that selects local suppliers from the border region and ramps up their operations to international business standards to make them more viable members of the border supply chain. The award included $25K, which José used to expand the company’s binational footprint (Mexico/US).

In 2017, Global Containers won the City of El Paso, Texas’ ‘Exporter of the Year’ award, earning José a commendation letter from the former member of the US House of Representatives and Presidential Candidate Beto O’Rourke. Accolades aside, as a successful Latino business innovator, José helps entrepreneurs to start and operate companies in the US and Latin America. His latest venture, Reikoku Consulting, provides growth solutions and guidance for entrepreneurs looking to start a business or for companies wishing to develop a relevant business journey that will create better results for all the parts.

Connect with Jose at:

Websites: http://www.globalcontainers.net/ and http://www.consulting.reikoku.com/

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

Show notes:

[2:31] Why is it important for Jose to be surrounded by Star Wars toys

[4:21] Jose’s advice to stay young and be childlike

[6:37] What made Jose start his entrepreneurial journey?

[11:50] On making a bet on himself and taking the risk

[14:35] What advice can he give to people who want to start their entrepreneurial journey?

[19:24] How important is it to focus on relationships?

[23:56] What does money mean to Jose?

[25:08] Where to find Jose

[26:12] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Today, in a very special episode, Bill celebrates his 100th episode milestone in his podcast journey with a special friend, coach, and mentor, Dan Sullivan. They talk about how Dan started his organization with his partner in business and life, what pushed them to choose to coach entrepreneurs, and how it all started for Dan in his childhood. Dan also shares how he stays consistent with his habits and how he plans to do what he does for another lifetime.

Dan Sullivan is the founder and president of Strategic Coach®. A visionary, an innovator, and a gifted conceptual thinker, Dan has over 40 years of experience as a highly regarded speaker, consultant, strategic planner, and coach to entrepreneurial individuals and groups. Dan’s strong belief in and commitment to the power of the entrepreneur is evident in all areas of Strategic Coach and its successful coaching program, which works to help entrepreneurs reach their full potential in both their business and personal lives. 

He is the author of over 30 publications, including The Great Crossover, The 21st Century Agent, Creative Destruction, and How The Best Get Better®. He is co-author of The Laws of Lifetime Growth and The Advisor Century.

Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate Strategic Coach, with offices in Toronto, Chicago, and the U.K.

Learn more about Dan at:

Website: https://www.strategiccoach.com/

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

Show notes:

[2:02] How has he been able to create an incredible organization with his wife?

[5:14] Why did they choose to coach entrepreneurs?

[10:11] why is it important to understand your childhood and your past?

[15:36] How important is it for Dan to be around grown-ups?

[25:30] What it means for Dan to be 78

[35:32] What were Dan’s biggest takeaways after that first session?

[38:47] How has Dan stayed consistent with his habits?

[46:04] What is Dan’s favorite part of being a coach?

[51:57] What’s Bill’s takeaway today?

[54:11] How to find Dan and learn more about strategic coach

[56:35] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill is joined by Justin Breen to talk about his realization while on vacation with his wife. He talks about the journey of a masseuse that made him reflect on his life. Tune in to hear about the importance of asking hard questions and being grateful no matter what you are going through.

Justin Breen is the founder and CEO of BrEpic Communications LLC, a PR firm that works exclusively with visionaries and exceptional businesses worldwide.

Breen is hard-wired to seek out and create viral, thought-provoking stories that the media craves. He finds the best stories when he networks with visionary entrepreneurs and executives who understand the value of investing in themselves and their businesses. Breen has built an international network of extraordinary people and believes strongly in the power of introductions and creating essential relationships through those introductions.

Breen lives in Glenview, Illinois, with his wife, Dr. Sarah Breen-a pediatrician-and their two awesome sons, Jake and Chase.

Reach out to Justin:

Website: https://www.brepicllc.com/

LinkedIn: https://www.linkedin.com/in/justinbreen1/

Email: [email protected]

Show notes:

[0:00] Intro

[1:26] The power of disconnecting from work

[2:02] What was it like to disconnect from work and his routine?

[4:27] On getting back to his usual routine after their vacation

[5:29] What changed for Justin in terms of vacationing before compared to today?

[9:26] The masseuse’s journey

[13:08] You have to keep living and pushing through what you’re going through

[18:17] How therapeutic was it for Justin’s wife to talk openly with him?

[21:42] Will Justin and his wife take their kids next time?

[24:01] Be grateful—always

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Go faster. Do more. Hustle. Hustle even more. Sound familiar? Social media is full of influencers, entrepreneurs, and "gurus" touting the virtues of hustling at all costs. In today’s episode, Bill shares how you can accelerate your business success: by slowing down. Success requires making good decisions, and slowing down helps you make better decisions, so consider how you can invest more time in slowing down.

Show notes:

[0:00] Intro

[1:32] Give yourself space to slow down and think

[4:01] Send Bill an email

[5:17] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, Bill talks with the CEO of Thomas Consulting, Lynn Thomas, to talk about what the future of the workplace will be like years from now. She shares how her experience has been like working alongside people of different generations, from boomers to the Gen-Zs. She also gives advice for leaders who wish to get their employees back to working in the office instead of working from home.

Lynn Thomas is a dynamic, energetic leader with 28+ years of experience in customer experience and retention, with a proven record of selling and sustaining more than 480 long-term clients purchasing best-in-class customer retention, loyalty, and experience programs to improve customer and employee retention. Her expertise in creating and executing tailored client presentations and adjusting implementation plans based on relevant information assures client delight. She is skilled at inspiring others to accept change and adopt new behaviors to deliver extraordinary client experiences and has strong leadership and relationship-building skills. Lynn connects with people instantly and works as intimately as possible in a corporate setting to empower employees and foster change.

Lynn is a nationally acclaimed, powerful, engaging, and dynamic speaker on Client-centric companies and extraordinary Client experiences. She has also been a columnist for Rough Notes and The National Underwriter; authored many articles for numerous industry publications; and published her second book, “Wow! Your Way to Profit,” which is an Amazon #1 best-seller.

Reach out to Lynn at:

Website: https://www.thomasconsultingwins.com/

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

Show notes:

[1:43] What has Lynn’s experience been like working with people of different ages?

[7:53] Her advice to the people who are forced to go back to the office and the leaders who force them

[13:31] How important is it to tell someone your non-negotiables upfront?

[18:21] What’s Lynn up to these days?

[23:59] What does money mean to Lynn?

[26:14] Where to connect with Lynn

[27:13] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

Bill dives deeper into the different stock market index measurements in this week’s Money Monday episode. He talks about why one is common compared to others and why you should reconsider that. Where your money is invested in is just half the battle; understanding the trends is what’s going to help you make money.

Show notes:

[1:26] What do most people look at in the market?

[2:47] The S&P 500 index

[4:06] The Nasdaq

[6:41] Outro

Connect with Bill Bloom 

Web: https://www.bloomfinancialco.com/

https://bloomfinancialco.kartra.com/page/bNJ87

Email: [email protected] 

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

FB: https://www.facebook.com/retireasyoudesirepodcast

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.

Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.