Richer Soul

Define and Live Your Dream Life

In this episode, Daniel Mangena talks about his own money journey and how important it is to use the micro-shifting concept.

Take away: Micro-shifting: taking a consistent series of baby steps

Action step: Take one area and start working on it

Money Learnings: Daniel didn't learn about money from his school and his parents. He learned about it from his own journey.

Bio: After receiving a late diagnosis of Asperger's and experiencing what can only be described as life-shattering trauma at the age of just 20, Daniel spent the next seven years struggling to keep these revelations and events from spilling into every area of his life. As a result of his struggles, Daniel built a simple, four-step system called the Beyond Intention Paradigm.

Initially built as a lifeline grappling with suicidal thoughts, Beyond Intention was born, transforming Daniel's life from misery to celebration. Through his own struggles, Daniel found a path to lasting joy and purpose and he wants nothing more than to share the tools that saved his life. To that end, he lives by this mission statement:

"To Spearhead an evolutionary uplift in universal consciousness by awakening people to the importance of their unique role. This that is already encoded in them by way of a deep and often ignored or undervalued passion defined as their Dream."

Highlights from this episode: Link to episode page

• About Asperger's
• The Money Game book
• The 5 day challenge
• What manifestation means
• Stepping Beyond Intention book
• Micro-shifting concept
• Spirituality
• Being present
• From Time to Time book

www.dreamwithdan.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.

You're Making Other People Rich with Ryan Sterling

In this episode, Ryan Sterling talks about managing other people's money, his own struggles with it and how he changed his lifestyle to have a healthier and abundant life.

Take away: If you feel like you are not necessarily growing as a person, that you don't have a lot of challenges in front of you, you can create it, re-engage and focus on growing in one part of your life.

Action step: What are the areas of personal growth in your life? If there's something missing, re-engage with that. Re-engage with some sort of hobby or activity.

Money Learnings: Ryan, from a very young age he was very aware of money and the different types of lifestyles that money could afford due to his parents' different backgrounds in money.

Bio: Ryan Sterling is the founder of Future You Wealth, a successful wealth manager and sought after holistic wealth coach, speaker, and published author of "You're Making Other People Rich". As a financial advisor, he challenges and inspires people to live life on their terms by taking accountability and action over their wealth.

Ryan has personally worked with thousands of people to help go from being a consumer of "stuff" to an owner of capital and life on their terms.

He has been featured in media outlets such as Business Insider, CNN Money, Huff Post, and is a TEDx speaker. He has earned his MBA and the distinction of Chartered Financial Analyst. Before starting Future You Wealth, he worked at some of the world's leading financial institutions such as Goldman Sachs, Alliance Bernstein and Capital Group.

Highlights from this episode: Link to episode page

• Living a middle-class lifestyle

• The tension between different parents backgrounds in money

• The urge of making his own money at the age of 16

• The irony of managing other people's money but struggling with your own

• Designing a healthy and abundant lifestyle

• Changes to his lifestyle

• Changes in the people around him

• Inspiration for writing his book

• Secret in building wealth

• The book that inspired him on his personal growth

https://ryansterling.com/

Linkedin - https://www.linkedin.com/in/ryansterlingcfa/

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

Instagram - https://www.instagram.com/theryansterling/

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.

Full Spectrum Thinking

In this episode, Bob Johansen shares his insights and forecast about the future people might not be thinking about.

Take away: The future is already here, it's just unevenly distributed.

Action step: Collect signals that foretell the future and write it down.

Money Learnings: Growing up, he learned about money from his father who was a small business owner.

Bio: Bob Johansen is a distinguished fellow at the Institute for the Future (IFTF), the world's leading futures organization, where he served as president from 1996 to 2004. He has written ten previous books on leadership and change management, including the bestselling Leaders Make the Future and The Reciprocity Advantage, and led workshops at global corporations from Intel to P&G, as well as universities and nonprofits. Learn more about his decades of helping organizations prepare for the future and his latest book, Full-Spectrum Thinking: How to Escape Boxes in a Post-Categorical World , at www.iftf.org/fullspectrumthinkingbook.

Highlights from this episode: Link to episode page

• Played basketball with Kareem Abdul Jabbar

• Figuring out your fit in the world

• Divinity school

• The path of being a futurist

• Bob's "Full-spectrum Thinking" book

• Seek clarity but resist certainty

• The future of money

• The future of education

• The future of healthcare

• The future of retirement

• The future of religion

• The provocative forecast that people might not think about

https://www.iftf.org/home/

Mark Delaney - Purpose Mastermind

https://calendly.com/markdelaney/15min

Simeon Harris - Podcast editing quailaudioediting.com

Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to a more 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

Kevin talks about advice and insights on loan terms, rates and common credit struggles.

Take away: Have a better financial goal

Money Learnings: Kevin didn't learn about money from his parents growing as a kid. By not having a lot of money, he educated himself on how money really works.

Bio: Kevin Chittenden, VP with Valley National Bank and brings over 30 years of extensive experience in the financial services industry, including retail banking management and consumer lending development. As Chief Consumer Lending Officer, Kevin is responsible for shaping the strategic vision of Valley's vast consumer lending business including residential mortgage, home equity, auto lending, cash value line of credit (CVLC) and NY Metro Title Services business. Prior to this position, he served as a Vice President Regional Sales Manager for Wells Fargo.

Kevin received a Bachelor of Business Administration Degree in Finance from Texas Tech University's Rawls College of Business. He currently serves on Fannie Mae's Risk Advisory Board.

Highlights from this episode: Link to episode page

• Mortgage advice
• Common Credit struggles
• Changes in the mortgage industry
• Refinancing mortgage loans
• Inflation and how it affects wealth building

Valley.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.

Creating an Abundant Mindset

Matt Rodak talks about the importance of the abundance mentality and how it helps a lot in starting up a business.

Take away: Value how you spend your time, more than how much money you make.

Money Learnings: Matt's school didn't teach much about money but his parents definitely did.

Bio: Matt is the founder and CEO of Fund That Flip. He started the company in 2014, which provides fast and reliable capital to real estate investors while also enabling accredited investors to passively invest in highly curated loans. Matt has since led the company to be listed two consecutive years on Inc Magazine's fastest growing private companies, #17 on the Financial Times fastest growing companies, has been recognized as an Industry Thought Leader for the MReport, listed as a Founder to Watch in The Startup Weekly and was recently named as a Top 50 Financial Technology CEO by The Financial Technology Report. Fund That Flip is headquartered in NYC, with an office in Cleveland, OH. Matt graduated from John Carroll University and lives with his wife in NYC.

Highlights from this episode: Link to episode page

• The science behind money

• Learned how to figure out the levers

• Matt's life after college

• Abundance mindsets

• Objectives and Key Results

• Enjoy the journey

• Real Estate marketplace

[email protected]

Fund That Flip

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.

Josh shares how he got started and pivoted his way through life and business.

Take away: If you want to be an entrepreneur you have to be able to take the risk, spend less than you earn and save money

Money Learnings: Parents didn't talk a lot about money instead he learned by reading books about successful personalities.

Bio: Josh is a Real Estate Developer, investor and a past roofing company owner. Having sold the roofing company back in January of this year, he currently spends his time building out a training and business platform to help other driven individuals start roofing companies. Outside of work, he enjoys hiking and biking, having climbed Mt Kilimanjaro in 2018 and (outside of covid, does multiple triathlons a year). He's always up for an adventure and talking about business ideas.

Highlights from this episode: Link to episode page

• Biographies that inspired him

• Started his own development company

• Josh started his roofing contractor company

• Underlying principles

• Climbing mountains

• Spending less than you earn and saving money

Instagram @jglewis1

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.

Tyler shares his entrepreneurial experiences and how his product Tyler's Coffee started.

Take away: Being entrepreneurial is for people that are willing to lose everything to gain immensely.

Action step: If you are interested in being an entrepreneur you have to be ready to lose it all, Are you ready?

Money Learnings: School didn't teach him about money. Tyler's grandfather taught him and inspired him about money.

Bio: Tyler Ornstein loved the taste and smell of coffee from his first sip at 5 years old. But his father couldn't tolerate it because it upset his stomach. One day, Tyler asked him if he could make a coffee that both of them could drink.

So Tyler's dad, Ian, biochemist, tinkered quietly behind the scenes until he did what no university research lab or mega-corporation could do— he created acid–free coffee that anyone can drink without digestive disruption. He created the world's first-acid free coffee that is actually healthy to drink!

Highlights from this episode: Link to episode page

• Learnings from his grandfather
• Entrepreneurial mind started
• Selling coffees
• College experience
• Figuring out to make the product better
• Hardest part building the business
• Best customer service
• Advice for young people

Tyler is happy to a special offer of 20% discount on any products (the coupon code is Tyler2020)

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

• Facebook: https://www.facebook.com/tyler.ornstein.3
• Twitter: https://twitter.com/TylersCoffees
• Instagram: https://www.instagram.com/tylersacidfreecoffee
• YouTube: https://www.youtube.com/channel/UCQXy_avrySND0h8Oqt6l2eg

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.

Stressless Success: The Surprising Secrets to a Life of Passion, Purpose and Prosperity!

Janet McKee talks about her new discoveries to have a stressless success and the importance of energy in facing life challenges.

Take away: When you have awareness of the energy you're giving off, the more you elevate and expand your energy the more my life will elevate and expand.

Action step: Every day ask yourself, what is my energy that I'm giving off?

Money Learnings: Janet learned so much from his father about money.

Bio: Janet McKee is a speaker, bestselling author, high performance consultant and CEO of SanaView. She is one of only 200 elite coaches in the world Certified in High Performance by the High Performance Institute, and is an inducted as a member of the National Association of Experts, Writers and Speakers. She is author of the new book, Stressless Success: The Surprising Secrets to a Life of Passion, Purpose and Prosperity (Laurel Mountain Publishing, Feb. 1, 2020). Janet created the acclaimed Accelerated High Performance Program and the emPower3 Leadership + Lifestyle Retreats to empower others to break negative patterns and achieve greater success.

Highlights from this episode: Link to episode page

• New discoveries that change everything
• Climbing the corporate ladder
• Shifting energy
• Stressless Success
• Wellness is the foundation
• Work your energy

https://www.facebook.com/janetmckeefan/

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

https://www.instagram.com/janetmariamckee/

https://www.youtube.com/user/SanaView

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 Power of Podcasting

In this episode, Luis Diaz shares advice on how to have effective time management.

Take away: Have a better time management

Action step: Review your day and what you did or didn't get done.

Money Learnings: He learned little to none from school. He learned from his parents how to save money and how important a credit score is.

Bio:

After leaving the fitness space as a struggling online trainer he realized something he had been doing for free on the side was his #1 asset and skill set. After over 50+ podcast launches and over 5+ million downloads in just 3 years, Luis Ryan Diaz found himself in a new niche.

What has started as something he was just helping people with on the side for free could actually be a multi six figure business. Now fast forward to today, Luis has launched, consulted and worked with some of the most well known entrepreneurs and personal brands online. Such as NFL Pro Steve Weatherford, Dan Lok, Joel Marion the CEO of BioTrust, Shanda Sumpter, Craig Ballantyne, Ben Pakulski and many more.

Today he works with entrepreneurs, coaches and business owners. inside of his Podcast Launch Formula Program to help launch, grow and expand their influence using podcasting.

Highlights from this episode: Link to episode page

• Credit Card
• Time management
• Morning routine
• How to know the right KPIs
• Daily questions to ask yourself
• How to handle loops?
• Executive Assistant experiences
• Where did you fall short?
• Podcast as a relationship building tool

podcastdomination.co/pdf

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 the America Dream

Maricela shares her achievements and experiences from surviving financially to having financial independence

Take away: Have a business where you can enjoy what you're doing and still make a profit.

Action step: Find resources, find a mentor that's gonna help you, find somebody that already did it and learn from them.

Money Learnings: School didn't teach her about money or finances. With her family, she learned to become entrepreneurial and to be creative to find ways to make income.

Bio: First generation Mexican, entrepreneur by heart, migrated to the United States after earning

a business degree in native country. Handicapped by the inability to speak English, I worked

diligently to overcame It. I put myself through school, earned a Masters Degree in science and

a Doctorate degree in anesthesia practice. I then joined the Naval Reserve forced and served

overseas as an anesthesia provider.

In the background I self thought the Real Estate Business and built a rental portfolio. Currently

my husband and I self manage our mixed portfolio consisting of single family houses, small

multi living, a residential commercial and started to diversify by participating in syndications and

joined ventures.

After years of mentoring others, we are now on a structured mission to divulge financial literacy

as a way to give back and help others to reach their financial independence.

Highlights from this episode: Link to episode page

• Learning the financial part of doing business
• Her experiences moving to America
• From $100 to earning a doctorate degree
• The fire that drives her to where she is right now
• Joining the US Naval Reserve Force
• When she started getting into Real Estate
• Message and advice
• Financial independence
• 6 D's to reach financial independence

I write a blog to share my "seeds for life success" @ www.fromfinancialsurvivaltofinancialindependence.com

Facebook-IG @ from_financial_survival_to_FI

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.