Richer Soul

In this episode, Karen Oeser talks about the importance of financial literacy.

Take away: It doesn't matter how much you make, it matters how much you keep.

Action step: Go look at your credit card statement and see what this tells you about yourself. If you don't like what it shows you, take the brave step to talk to somebody you trust.

Money Learnings: Karen's mother is a bookkeeper and her father is a CPA but is not a very good steward of money. Her experiences growing up and with her parents being in the industry, taught her to learn the ability to work with and understand money.

Bio: Karen is the Principal of East Light Investments, a company that partners with passive investors to acquire value-add apartments buildings in the southeast. Prior to launching East Light Investments, she managed multi-million-dollar investment portfolios for over twenty years. She often speaks to groups at large seminars because she loves sharing her knowledge.

Taking her passion for financial literacy to the marketplace, Karen recently launched Financial Literacy for Her, a program created to help women overcome their fear of money and empower them to live in financial freedom. She specially designed FLH to be a safe place for women to be vulnerable and ask scary questions without judgement. As part of the program, each client is partnered with a knowledgeable coach to create a diversified wealth plan to help them realize their dreams. In addition, clients will be teamed up with other like-minded women to share in their journeys.

In her capacity as a pastor and Licensed Minister of Dance, Karen works with families who have loved ones struggling with drug addiction, mental illness, and incarceration. In her free time, she loves spending time with her teenage sons, being outdoors, traveling, and volunteering at her church.

Highlights from this episode: Link to episode page

• How Karen overcome her struggles
• Ways that Karen taught her kids differently about money
• Karen talks about the traditional investment advice
• Sharing her experience with Tony Robbins' and John Maxwell's program
• Karen talks about her book 'Aspire: Women finding their Purpose'
• What brought Karen to Multi-family Real estate

https://finliteracyforher.com/

864-551-1820

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

In this episode, Alan Weiss talks about what inspired to write his book 'Your Legacy is now'.

Take away: Never give up. Most people lose not because they are beaten but because they give up.

Action step: Be aware of yourself. Take stock of your strengths and build on them.

Money Learnings: Alan grew up not having a lot of money. He learned about money from his grandmother.

Bio: ALAN WEISS, PH.D., is a consultant, speaker, and bestselling author. Described by the New York Post as "one of the most highly regarded independent consultants in America," his consulting firm, Summit Consulting Group, Inc., has attracted clients such as Merck, Hewlett-Packard, GE, Mercedes-Benz, and more than 500 leading organizations. He is the author of more than 60 books, many of which have been included in university curricula and translated into 15 languages. His new book is Your Legacy Is Now: Life Is Not a Search for Meaning from Others—It's the Creation of Meaning for Yourself (Routledge; March 18, 2021).

Highlights from this episode: Link to episode page

• Some thoughts on education today
• The secret to a long marriage
• What inspired to write his book 'Your Legacy is now'
• Life is all about learning
• Procrastination is based on fear
• Trying to preserve a kid's self esteem by making them feel good by doing nothing is wrong.
• Thoughts about competition - winning & losing.
• How much money is enough? How much do you really need to chase?

Learn more at alanweiss.com.

Facebook: https://www.facebook.com/MillionDollarConsulting/

TWITTER https://twitter.com/BentleyGTCSpeed

https://www.linkedin.com/in/alanweissphd

YouTube: https://www.youtube.com/user/alansummitconsulting

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Mandy McAllister shared her major life shift and the importance of knowing who you are and figuring out where your north star is.

Take away: You need to find the right place for you because that is where you will thrive

Action step: Knowing where your north star is. Figure out the next step to get in that direction.

Money Learnings: Mandy learned from her entrepreneur parents.

Bio: Mandy McAllister is a multifamily real estate investor, mindset ninja, eternal learner, coach and dot connector. Her passion is to help others define their path to financial freedom through syndications, coaching, and her platform, Aspiring Women Achieving More.

Highlights from this episode: Link to episode page

• Understanding what your natural abilities and skills are and where they intersect with the marketplace.
• Mandy reads about roughly 100 books a year.
• Deep work introspection thinking time concept.
• How often Mandy review her goals
• Thinking time - who are you and how are you going to behave
• A major life shift - Mandy is moving solely to real estate investing career
• Mandy shared about her new book
• Understanding who you are and what your needs are

https://www.mandymcallister.com/

www.Mandymcallister.com

[email protected]

Personal Facebook https://www.facebook.com/MandyMcAllisterRE/

Personal Instagram https://www.instagram.com/_mandy_mcallister_/

Aspiring Women Instagram https://www.instagram.com/aspiringwomen/

Aspiring Women Facebook https://www.facebook.com/groups/awamgroup/

LinkedIn: https://www.linkedin.com/in/mandy-mcallister-1221895/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Head Trash the Leading Killer of Human Potential

Renie Cavallari discussed what is head trash and why does anyone have it.

Take away: When you feel motivated you gain the energy and clarity you need to take effective action.

Action step: What are your habits? Stop doing things that don't serve you. Add habits that serve you and eliminate habits that aren't.

Money Learnings: Learned about money by reading books and hired money coaches.

Bio: Renie Cavallari is the founder, CEO, and Chief Instigator of Aspire, a global transformational training and culture development company that specializes in inspired learning that shifts human behavior and awakens potential. She is also the founder of the RCI Institute, an active thinking and people technology lab. An award-winning international strategist, speaker, and leadership expert with an inimitable grasp of business and its challenges, she has driven measurable results for businesses with her innovative solutions around the world for over 30 years.

Highlights from this episode: Link to episode page

• Who you hang with is who you become
• Don't aspire to be the best on the team, aspire to be the best for the team
• Taking responsibility instead of blaming others
• Renie talks about her experience in the corporate world
• What inspired Renie to write her book 'HeadTrash'
• What is headtrash and does anyone have it?

https://myheadtrash.com/

www.poweredbyaspire.com

https://www.facebook.com/poweredbyaspire/

https://www.instagram.com/pbaspireaz/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

J Scott discusses the power of negotiating as well as how to improve your negotiating skills.

Take away: Good negotiation is all about building relationships.

Action step: The first time for anything is always really difficult. Make a commitment to get something done one single time.

Money Learnings: Learned nothing about money as a child.

Bio: J Scott (he goes by "J") is an entrepreneur, investor, and the co-host of The BiggerPockets Business Podcast. An engineer and business guy by education, J spent much of his early career in Silicon Valley (California), where he held management positions at several Fortune 500 companies, including Microsoft and eBay. In 2008, J and his wife Carol quit their corporate jobs, moved back East, got married, started a family and decided to focus on real estate and investing. In the past ten years, they have bought, built, rehabbed, sold, lent-on and held over $70M in property all around the country. J is also a business advisor and mentor to several companies, business owners and entrepreneurs. J runs the popular website 123Flip.com and is the author of four books on real estate investing, including the bestselling, The Book on Flipping Houses. His books have sold over 250,000 copies in the past six years and have helped investors from around the world get their start with real estate.

Highlights from this episode: Link to episode page

• J Scott's ways in teaching his kids about money
• Parents need to remind themselves that most basic things aren't necessarily obvious
• J Scott talked about his corporate world experience
• The power of negotiating

SOCIAL MEDIA

Website: jscott.com, 123flip.com http://connectwithjscott.com

Instagram: JScott_123Flip

Facebook: jscottinvestor

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Real Estate on Your Terms

Chris Prefontaine shares different types of real estate deals and all the lessons he learned from a 30 years career in real estate.

Take away: Business is not an overnight success.

Action step: Finding a niche that you can be attached to. Find a person in that niche that's still doing it, a little ahead of you that you can relate to.

Money Learnings: Learned from school to balance checks etc. His father taught him about business.

Bio: Chris Prefontaine is a 3-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing, and Moneeka Sawyer's Real Estate Investing for Women. He's also the Founder and CEO of SmartRealEstateCoach.com and host of the Smart Real Estate Coach Podcast.

Chris has been in real estate for 30+ years. His experience ranges from constructing new homes in the '90s and owning a Realty Executive Franchise to running his own investments (commercial & residential) and coaching clients throughout North America.

After experiencing the crash of 2008, he totally re-engineered his business to weather all economic cycles and all storms (911, COVID).

Today, Chris runs his own buying and selling businesses with his family team, which purchases 2-5 properties monthly, so they're in the trenches every single week. They also help their Associates and students do the exact same thing all across North America, working together on another 25-30 properties every month.

Having been through several real estate cycles, Chris understands the challenges of this business and helps students navigate the constantly changing real estate waters.

Highlights from this episode: Link to episode page

• Chris talked about his son's accident during a ski club activity
• Lessons he learned from his real estate career over 30 years
• What inspired him to write his book Real Estate on Your Terms
• Chris discussed what's the meaning of 'Subject 2 Deals' in real estate
• Other types of real estate deals
• Why do people have trouble getting started?
• Chris talks about the 3 pillars - mindset, skills, and systems
• Current market conditions of real estate

Affiliate links:

Free webinar: www.smartrealestatecoach.com/webinar https://hugewhy.isrefer.com/go/Web/radagt/

Free strategy call: www.smartrealestatecoach.com/action

Free book: www.freesrecbook.com https://hugewhy.isrefer.com/go/ebook/radagt/

https://www.smartrealestatecoach.com/thriving - it's a chapter in the Newly Revised Real Estate On Your Terms for free

Course - https://hugewhy.isrefer.com/go/QLS/radagt/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

The Game-Changer's Guide to Radical Success

Tevis Trower shared her early life stories and experiences. In this episode, she also talks about what inspired her to write her book 'The Game-changer's Guide to Radical Success'.

Take away: Small changes that add up over time lead to radical success.

Action step: Overcome the habit of discontent. Every night, before you go to bed, make an inventory of every moment in the day that truly gives you happiness. By doing this, you're building and reinforcing a neurological pattern of positivity.

Money Learnings: Growing up as a kid, Tevis' family did not have a lot or money, but as she grew older she experienced and learned more about money.

Bio: Tevis Trower, founder & CEO of Balance Integration, author The Game-Changer's Guide to Radical Success, knows that building a great organization begins with cultivating true greatness from the very top. Tevis is a pioneer in optimizing corporate cultures, and has been heralded as "corporate mindfulness guru for the new millennium." Tevis has coached high performers and top executives for powerful organizations ranging from Disney to KKR in leveraging their most precious asset: their humanity. A sought after "get them thinking, laughing, and interacting" speaker.

Tevis has headlined executive events with Fast Company, Harvard Business Review Events, Peer150, Bloomberg, Conscious Capitalism, and Google, and has been featured in media outlets like Forbes, Inc, Fortune, CIO, The New York Post, Yoga Journal, and more.

Highlights from this episode: Link to episode page

• Tevis talks about going to Montessori School
• What drives Tevis to leave the corporate world
• Tevis shared what inspired her to write her book 'The Game-changer's Guide to Radical Success'
• How to shift people's relationships to themselves
• What Radical Success really mean to Tevis
• Tevis's favorite story in her book

www.balanceintegration.com/richersoul

https://www.balanceintegration.com/

https://twitter.com/BalanceInteg

https://twitter.com/corporateyogi

https://www.facebook.com/BalanceIntegration/

https://www.linkedin.com/in/tevistrower/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Money Grit

Karen McCall discussed her financial recovery and developing a healthy relationship with money.

Take away: We have to take care of our needs to really heal and to have a better life.

Action step: Take a piece of paper and draw a line in the middle. Write needs on one side and wants on the other side. Then go through every category of your life.

Money Learnings: Karen didn't learn much from school and parents about money. Her guardians at the time she was still young never talked about money.

Bio: Karen McCall went from dodging IRS calls to helping thousands of people get out of debt and build a life and business they love. Karen is the founder of the Financial Recovery Institute and World Class Money Coach Training and now, at age 77, she is the creator of the money management program MoneyGrit™.

Karen has spent the last 33years working with small business owners and she's seen many struggle with self-employment. She has worked with hundreds of solopreneurs and small business owners to help them build lucrative, successful businesses that are not only profitable, but feed their soul.

Highlights from this episode: Link to episode page

• Karen shared her life pivot on her financial situation
• What Karen did differently to have a better life
• Financial recovery and developing a healthy relationship with money
• Karen talks about what inspired her to write her book
• The two motivators: pain and pleasure
• Several reasons why people are going into debt
• Karen talks about the Debt Pyramid
• What it means to have a more purposeful and meaningful life

Links:

https://www.financialrecovery.com/

Https://www.moneygrit.com

Social Profiles:

https://www.facebook.com/karen.mccall.77

https://www.instagram.com/financialrecoveryinstitute/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Live the Life of Your Dreams

Dan LeFave shared a way to help people focus to move towards their bigger goals.

Take away: Once you know you're going, and start moving in that direction, the path becomes clear and it's all achievable.

Action step: Start creating a simple plan and actions to take over 12 weeks.

Money Learnings: Dan learned about money growing up and working on their family business.

Bio: Heart-centred business owners hire Dan to break through bottlenecks & scale to 7+ figures in half the time, guaranteed. He helps them establish self-managing businesses by upgrading their SKILLSET, MINDSET + SYSTEMS to scale with ease.

Bottom line, he builds 7+ figure businesses providing his clients with freedom lifestyles 100% of the time.

Highlights from this episode: Link to episode page

• What Dan did to teach his kids about money
• The natural habit of saving in Dan's family
• Dan's inspiration in writing his book "Living the Life of Your Dreams"
• A way to help people focus in the day to day to move towards their bigger goals
• Dan talks about how to make sure you are going in the right direction to achieve your goals

Links

Site: https://lefavecoaching.com/

Free tool: https://lefavecoaching.com/focus

Living The Life Of Your Dreams eBook: https://www.lefavecoaching.com/lifeofyourdreams

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

Building Resilience

In this episode, Sally Wolf shared her story and experiences of her cancer journey.

Take away: Purpose is about discovery and connecting it to the bigger world.

Action step: Think about the little "p" of purpose which is how you use your skills each day. Then also think about your bigger "P" and get creative with how you think about that. Work on a gratitude list of 3 things a day.

Money Learnings: Growing up in a comfortable lifestyle and surrounded by a lot of peers who have a lot of money, Sally learned that her values were not entangled with money or having certain luxury things that came really easily to her peers.

Bio: Sally Wolf inspires others to flourish and live their best lives. As the creator of LightWorks, Sally has combined her 20 years of corporate experience with her love for mentoring and nurturing to create innovative professional development programs designed to enable people find more meaning in both their jobs and their lives. In addition to leading these customized workshops, Sally coaches 1:1 both within companies and in her private practice, helping clients to envision and build their best lives. Sally also offers inspirational keynotes, joins powerful panel conversations, and publishes personal reflections about a myriad of subjects aligned with being our authentic selves in, and bringing our full selves to, everything we do.

Highlights from this episode: Link to episode page

• Sally talks about detecting authenticity
• Going to Harvard University and Stanford
• Tracking daily life using a spreadsheet
• Sally's cancer journey
• The power of Positive Psychology

https://www.sallywolf.com/

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom!

Thanks for listening!

Show Sponsor: http://profitcomesfirst.com/

Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes

If you like the show please leave a review on iTunes: http://bit.do/richersoul

https://www.facebook.com/richersoul

http://richersoul.com/

[email protected]

Some music provided by Junan from Junan Podcast

Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.