Kelly and Bill talk about family, life, and business. The usual. This is a must listen to episode!

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.

Highlights

• Starting with your heart - 1:40
• What family means to him - 2:59
• Family is not only blood - 4:57
• What do free days look like for Kelly - 9:25
• An opportunity to honor people - 18:11
• What money means to Kelly - 28:03
• Money as a tool - 32:50
• Invest in yourself - 36:56

Episode Resources

• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• [email protected]
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire
• Connect with Kelly Cardenas
• https://www.linkedin.com/in/kelly-cardenas-78613763/
• [email protected] 

Today, Bill answers a question from his [email protected] email address about what to do with a lump sum of money.

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.

Highlights

• What to do when you receive a lump sum of money - 1:39
• Subscribe to this podcast and learn! - 2:00
  
  
  Episode Resources
• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• [email protected]
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire
• www.retireasyoudesire.com
• www.retireasyoudesirepodcast.com
• https://cycracetomackinac.com/ 

Bill interviewed Dr. Jeff Spencer, the Cornerman for folks like Tiger Woods, Chris Voss, U2, Bono and so many others. They spoke about what it takes to get to the highest levels in life.

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.

Highlights

• Being able to work with the highest level collaborators on the planet - 1:13
• Having three angels in his life - 2:50
• A different way of looking at life - 8:30
• We need to hyperfocus - 17:15
• Bringing a certain level of security - 22:59

Episode Resources

• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• [email protected]
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire
• Connect with Dr. Jeff Spencer
• https://www.drjeffspencer.com/
• https://get.havecustomersforlife.com/cornerman-application
• [email protected] 

In my very first episode of the Money Monday Retire As You Desire Podcast, I talk about the most important investment: Investing in yourself. Tune in and subscribe to our weekly Money Monday shows to give you insights and tips to have a bigger and better financial future.

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.

Highlights

• Giving you proper money tips - 0:37
• What should I invest in? - 1:28
• Invest in yourself first! - 1:43
• The best return on your money and your time - 2:34

Episode Resources

• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• [email protected]
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire 

Bill interviewed Justin Breen, who has a global PR Company. They spoke about Strategic Coach, abundance, and life at the highest level.

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.

Highlights

• You’ll never retire - 8:34
• Why is there no retirement? - 8:45
• Maintaining your lifestyle - 9:48
• What’s winding down - 10:06
• What Strategic Coach has taught us - 10:54
• Why Kolbe is the most important test to take - 11:41
• What Strategic Coach has done for Justin - 16:56
• ROF: Return On Freedom - 18:12
• Where can people find Justin’s book - 20:17

Episode Resources

• Connect with Bill Bloom
• https://www.bloomfinancialco.com/
• [email protected]
• https://www.bloomfinancialco.com/Bill-Bloom.9.htm
• https://www.linkedin.com/company/bloom-financial-company/
• https://www.facebook.com/retireasyoudesire
• Connect with Justin Breen
• https://www.amazon.com/dp/1734851007
• https://www.brepicllc.com/
• [email protected] 

Entering retirement is a life change that requires intentional thought. Whether you are just at the beginning of your retirement journey, or have been retired for years, our podcast gives you the opportunity to explore and discuss strategies that can enhance your future. With expert advice from Bill Bloom RICP®, we help you arrive at a better understanding of your finances and prepare for what’s next in your life.